Grant/GrossMendelsohn, LLC current holdings: USA Stocks
Grant/GrossMendelsohn, LLC reported $0.06 billion in share positions in stocks (listed in the US), 66 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are GLD, ORCL, AAPL.
- GLD: Country of operation United States; Class GOLD SHS; Shares 48,978; Value $15,134,523.
- ORCL: Country of operation United States; Class COM; Shares 35,056; Value $4,912,748.
- AAPL: Country of operation United States; Class COM; Shares 14,738; Value $3,097,118.
- MSFT: Country of operation United States; Class COM; Shares 7,543; Value $2,950,459.
Form 13F-HR as filed (SEC CIK 1810677): quarter ended 2025-03-31, filed 2025-05-01. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 48,978 | $15,134,523 | 23.35% | 2025-03-31 | 2025-05-01 | +32.88% |
|---|
ORCL
ORACLE CORP | United States | COM | 35,056 | $4,912,748 | 7.58% | 2025-03-31 | 2025-05-01 | -1.44% |
|---|
AAPL
APPLE INC | United States | COM | 14,738 | $3,097,118 | 4.78% | 2025-03-31 | 2025-05-01 | |
|---|
MSFT
MICROSOFT CORP | United States | COM | 7,543 | $2,950,459 | 4.55% | 2025-03-31 | 2025-05-01 | +35.58% |
|---|
BBSI
BARRETT BUSINESS SVCS INC | United States | COM | 60,040 | $2,447,230 | 3.78% | 2025-03-31 | 2025-05-01 | -25.69% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 21,998 | $2,391,842 | 3.69% | 2025-03-31 | 2025-05-01 | +109.64% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 9,558 | $2,326,863 | 3.59% | 2025-03-31 | 2025-05-01 | +36.56% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 4,333 | $2,300,572 | 3.55% | 2025-03-31 | 2025-05-01 | |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 10,289 | $1,665,355 | 2.57% | 2025-03-31 | 2025-05-01 | -12.97% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 14,378 | $1,561,861 | 2.41% | 2025-03-31 | 2025-05-01 | |
|---|
ABBV
ABBVIE INC | United States | COM | 7,753 | $1,491,212 | 2.30% | 2025-03-31 | 2025-05-01 | +25.66% |
|---|
HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 30,403 | $1,487,619 | 2.30% | 2025-03-31 | 2025-05-01 | +179.24% |
|---|
MCD
MCDONALDS CORP | United States | COM | 4,370 | $1,384,460 | 2.14% | 2025-03-31 | 2025-05-01 | -25.10% |
|---|
ABT
ABBOTT LABS | United States | COM | 9,098 | $1,178,464 | 1.82% | 2025-03-31 | 2025-05-01 | -23.90% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 4,839 | $1,138,363 | 1.76% | 2025-03-31 | 2025-05-01 | -11.53% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 6,243 | $1,013,943 | 1.56% | 2025-03-31 | 2025-05-01 | +115.91% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 965 | $944,394 | 1.46% | 2025-03-31 | 2025-05-01 | -2.24% |
|---|
V
VISA INC | United States | COM CL A | 2,384 | $804,624 | 1.24% | 2025-03-31 | 2025-05-01 | +4.40% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 4,848 | $752,958 | 1.16% | 2025-03-31 | 2025-05-01 | +61.34% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 18,697 | $743,786 | 1.15% | 2025-03-31 | 2025-05-01 | +31.70% |
|---|
AMZN
AMAZON COM INC | United States | COM | 3,508 | $658,452 | 1.02% | 2025-03-31 | 2025-05-01 | +29.65% |
|---|
TARS
TARSUS PHARMACEUTICALS INC | United States | COM | 13,156 | $654,116 | 1.01% | 2025-03-31 | 2025-05-01 | +49.29% |
|---|
WMT
WALMART INC | United States | COM | 6,296 | $599,518 | 0.92% | 2025-03-31 | 2025-05-01 | +21.65% |
|---|
KO
COCA COLA CO | United States | COM | 8,199 | $588,585 | 0.91% | 2025-03-31 | 2025-05-01 | +21.25% |
|---|
EW
EDWARDS LIFESCIENCES CORP | United States | COM | 7,623 | $575,841 | 0.89% | 2025-03-31 | 2025-05-01 | +21.52% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,286 | $527,829 | 0.81% | 2025-03-31 | 2025-05-01 | +120.46% |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 5,678 | $516,497 | 0.80% | 2025-03-31 | 2025-05-01 | -7.73% |
|---|
PFE
PFIZER INC | United States | COM | 20,816 | $479,803 | 0.74% | 2025-03-31 | 2025-05-01 | +13.34% |
|---|
CEG
CONSTELLATION ENERGY CORP | United States | COM | 2,056 | $462,230 | 0.71% | 2025-03-31 | 2025-05-01 | +31.22% |
|---|
ADVM
ADVERUM BIOTECHNOLOGIES INC | United States | COM NEW | 160,157 | $461,252 | 0.71% | 2025-03-31 | 2025-05-01 | |
|---|
MMM
3M CO | United States | COM | 3,050 | $420,703 | 0.65% | 2025-03-31 | 2025-05-01 | +14.73% |
|---|
OCUL
OCULAR THERAPEUTIX INC | United States | COM | 47,691 | $387,728 | 0.60% | 2025-03-31 | 2025-05-01 | +7.37% |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 3,089 | $372,799 | 0.58% | 2025-03-31 | 2025-05-01 | -6.36% |
|---|
CVS
CVS HEALTH CORP | United States | COM | 5,727 | $371,893 | 0.57% | 2025-03-31 | 2025-05-01 | +28.56% |
|---|
TJX
TJX COS INC NEW | United States | COM | 2,900 | $368,677 | 0.57% | 2025-03-31 | 2025-05-01 | +9.85% |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 1,255 | $368,430 | 0.57% | 2025-03-31 | 2025-05-01 | -14.31% |
|---|
CSCO
CISCO SYS INC | United States | COM | 6,249 | $355,171 | 0.55% | 2025-03-31 | 2025-05-01 | +73.29% |
|---|
EXC
EXELON CORP | United States | COM | 7,470 | $347,206 | 0.54% | 2025-03-31 | 2025-05-01 | -11.78% |
|---|
SLV
ISHARES SILVER TR | United States | ISHARES | 11,160 | $336,920 | 0.52% | 2025-03-31 | 2025-05-01 | +79.03% |
|---|
GE
GE AEROSPACE | United States | COM NEW | 1,665 | $332,925 | 0.51% | 2025-03-31 | 2025-05-01 | +58.83% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 2,294 | $321,437 | 0.50% | 2025-03-31 | 2025-05-01 | +22.17% |
|---|
URI
UNITED RENTALS INC | United States | COM | 490 | $308,298 | 0.48% | 2025-03-31 | 2025-05-01 | +61.89% |
|---|
SYY
SYSCO CORP | United States | COM | 4,303 | $302,986 | 0.47% | 2025-03-31 | 2025-05-01 | +4.60% |
|---|
BDX
BECTON DICKINSON & CO | United States | COM | 1,411 | $288,733 | 0.45% | 2025-03-31 | 2025-05-01 | +1.05% |
|---|
DIS
DISNEY WALT CO | United States | COM | 3,168 | $285,591 | 0.44% | 2025-03-31 | 2025-05-01 | +6.80% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 6,416 | $271,980 | 0.42% | 2025-03-31 | 2025-05-01 | +1.37% |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 631 | $265,866 | 0.41% | 2025-03-31 | 2025-05-01 | +36.58% |
|---|
RTX
RTX CORPORATION | United States | COM | 2,106 | $262,873 | 0.41% | 2025-03-31 | 2025-05-01 | +41.13% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 549 | $261,637 | 0.40% | 2025-03-31 | 2025-05-01 | +14.66% |
|---|
T
AT&T INC | United States | COM | 9,541 | $260,088 | 0.40% | 2025-03-31 | 2025-05-01 | -13.44% |
|---|
EYPT
EYEPOINT PHARMACEUTICALS INC | United States | COM NEW | 36,620 | $248,284 | 0.38% | 2025-03-31 | 2025-05-01 | — split 2026-08-17, ratio not on file |
|---|
AEP
AMERICAN ELEC PWR CO INC | United States | COM | 2,289 | $245,113 | 0.38% | 2025-03-31 | 2025-05-01 | +9.18% |
|---|
RXST
RXSIGHT INC | United States | COM | 16,618 | $241,958 | 0.37% | 2025-03-31 | 2025-05-01 | -81.11% |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 490 | $234,891 | 0.36% | 2025-03-31 | 2025-05-01 | -18.36% |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 3,484 | $230,618 | 0.36% | 2025-03-31 | 2025-05-01 | +7.05% |
|---|
FDX
FEDEX CORP | United States | COM | 1,080 | $228,420 | 0.35% | 2025-03-31 | 2025-05-01 | +46.34% |
|---|
PEP
PEPSICO INC | United States | COM | 1,699 | $227,298 | 0.35% | 2025-03-31 | 2025-05-01 | -14.17% |
|---|
LOW
LOWES COS INC | United States | COM | 1,009 | $223,140 | 0.34% | 2025-03-31 | 2025-05-01 | -19.71% |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 841 | $222,895 | 0.34% | 2025-03-31 | 2025-05-01 | +13.51% |
|---|
FNB
F N B CORP | United States | COM | 16,630 | $222,177 | 0.34% | 2025-03-31 | 2025-05-01 | +28.77% |
|---|
SEIC
SEI INVTS CO | United States | COM | 2,600 | $202,228 | 0.31% | 2025-03-31 | 2025-05-01 | +33.13% |
|---|
META
META PLATFORMS INC | United States | CL A | 367 | $201,755 | 0.31% | 2025-03-31 | 2025-05-01 | +28.18% |
|---|
FVCB
FVCBANKCORP INC | United States | COM | 12,186 | $136,971 | 0.21% | 2025-03-31 | 2025-05-01 | +66.41% |
|---|
UAA
UNDER ARMOUR INC | United States | CL A | 20,185 | $116,871 | 0.18% | 2025-03-31 | 2025-05-01 | -31.68% |
|---|
UIS
UNISYS CORP | United States | COM NEW | 13,000 | $51,740 | 0.08% | 2025-03-31 | 2025-05-01 | -50.33% |
|---|
IBRX
IMMUNITYBIO INC | United States | COM | 15,105 | $39,726 | 0.06% | 2025-03-31 | 2025-05-01 | +193.36% |
|---|
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