1y return+22.2%S&P 500 +20.9%
3y return+77.7%S&P 500 +68.5%
5y return+65.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2017: $303 against $309 in the S&P 500.2
Gruss & Co., LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GLDSpdr Gold Tr | $11.1M | 29.0% | −29.4% |
| RSVRReservoir Media Inc | $5.1M | 13.3% | |
| AAXJIshares Tr | $2.3M | 5.9% | −13.6% |
| MSFTMicrosoft Corp | $1.9M | 4.9% | |
| AMZNAmazon Com Inc | $1.7M | 4.4% | −12.5% |
| AAPLApple Inc | $1.6M | 4.3% | +35.7% |
| BEBloom Energy Corp | $1.5M | 4.0% | |
| NVDANvidia Corporation | $1.3M | 3.4% | +18.2% |
| BSMBlack Stone Minerals L P | $957K | 2.5% | −3.5% |
| XBISpdr Series Trust | $791K | 2.1% | +25.0% |
| XLKSelect Sector Spdr Tr | $762K | 2.0% | +100.0% |
| QQQInvesco Qqq Tr | $736K | 1.9% | |
| IBITIshares Bitcoin Trust Etf | $722K | 1.9% | New |
| GOOGLAlphabet Inc | $715K | 1.9% | −20.0% |
| SMHVaneck Etf Trust | $656K | 1.7% | |
| EPDEnterprise Prods Partners L | $607K | 1.6% | |
| METAMeta Platforms Inc | $563K | 1.5% | |
| ETEnergy Transfer L P | $459K | 1.2% | |
| USOUnited Sts Oil Fd LP | $426K | 1.1% | New |
| WESWestern Midstream Partners L | $372K | 1.0% | New |
| ITAIshares Tr | $364K | 1.0% | |
| SPHRSphere Entertainment Co | $346K | 0.9% | |
| JPMJpmorgan Chase & Co | $327K | 0.9% | −33.3% |
| ACWIIshares Tr | $314K | 0.8% | |
| GDXVaneck Etf Trust | $302K | 0.8% | −46.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $1.3M |
| SMHVaneck Etf Trust | December 31, 2023 | +275.1% | $656K |
| BEBloom Energy Corp | September 30, 2025 | +257.9% | $1.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $1.6M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $563K |
| GDXVaneck Etf Trust | March 31, 2024 | +138.6% | $302K |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $1.7M |
| QQQInvesco Qqq Tr | March 31, 2023 | +129.5% | $736K |
| GLDSpdr Gold Tr | June 30, 2020 | +120.1% | $11.1M |
| BSMBlack Stone Minerals L P | June 30, 2020 | +114.9% | $957K |
Sold off last quarter
- VIXYProshares Tr II was $1.0M
- EVREvercore Inc was $299K
- XLEISelect Sector Spdr Tr was $276K
- GDXJVaneck Etf Trust was $240K
- TMUST-mobile Us Inc was $210K
- HSAIHesai Group was $191K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −0.8% | +14.8% |
| March 31, 2026 | +4.2% | −4.6% |
| December 31, 2025 | +6.7% | +2.4% |
| September 30, 2025 | +10.8% | +7.8% |
| June 30, 2025 | +13.2% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +2.8% | +2.1% |
| September 30, 2024 | +2.5% | +5.4% |
| June 30, 2024 | +6.5% | +4.0% |
| March 31, 2024 | +14.7% | +10.0% |
| December 31, 2023 | +5.3% | +11.2% |
| September 30, 2023 | −1.6% | −3.6% |
| June 30, 2023 | +16.9% | +8.3% |
| March 31, 2023 | +2.1% | +7.0% |
| December 31, 2022 | +1.6% | +7.1% |
| September 30, 2022 | −1.9% | −5.3% |
| June 30, 2022 | −7.6% | −16.5% |
| March 31, 2022 | −4.7% | −4.9% |
| December 31, 2021 | −8.7% | +10.7% |
| September 30, 2021 | −2.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Gruss & Co., LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1103738&type=13F-HR&dateb=&owner=include&count=40CIK 1103738
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1103738/000110373826000003/Filed August 5, 2026 · accession 0001103738-26-000003