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GREENBERG FINANCIAL GROUP Last Quarter Change: USA Stocks, Added

GREENBERG FINANCIAL GROUP quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-12-31, GREENBERG FINANCIAL GROUP opened 14 positions, added to 25, reduced 22, sold out of 16 and left 8 unchanged. The largest increase in value was ROP (+$3,723,405); the largest decrease was NVDA (-$1,411,820).

  • ROP: Country of operation United States; Class COM; Shares 2025-06-30 6,638; Shares 2025-12-31 13,411.
  • MSFT: Country of operation United States; Class COM; Shares 2025-06-30 19,690; Shares 2025-12-31 19,777.
  • INTC: Country of operation United States; Class COM; Shares 2025-06-30 9,696; Shares 2025-12-31 10,265.
  • CAT: Country of operation United States; Class COM; Shares 2025-06-30 2,290; Shares 2025-12-31 2,865.

Two Form 13F-HR filings compared (SEC CIK 946626): 2025-06-30 (filed 2026-07-15) and 2025-12-31 (filed 2026-01-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2025-06-30Shares 2025-12-31Share changeValue 2025-06-30Value 2025-12-31Value change
ROP
ROPER TECHNOLOGIES INC
United StatesCOM6,63813,411+6,773$2,246,233$5,969,638+$3,723,405
MSFT
MICROSOFT CORP
United StatesCOM19,69019,777+87$7,344,908$9,564,709+$2,219,801
INTC
INTEL CORP
United StatesCOM9,69610,265+569$1,353,852$378,779-$975,073
CAT
CATERPILLAR INC
United StatesCOM2,2902,865+575$2,438,621$1,641,273-$797,348
AMD
ADVANCED MICRO DEVICES INC
United StatesCOM1,6832,053+370$977,672$439,670-$538,002
XOMXXXX
EXXON MOBIL CORP
COM7,34811,822+4,474$1,004,631$1,422,604+$417,973
SBUX
STARBUCKS CORP
United StatesCOM18,96826,690+7,722$1,938,335$2,247,565+$309,230
ORCL
ORACLE CORP
United StatesCOM5,0845,325+241$745,060$1,037,896+$292,836
DIS
DISNEY WALT CO
United StatesCOM4,6996,541+1,842$452,244$744,164+$291,920
KO
COCA COLA CO
United StatesCOM2,6697,247+4,578$216,905$506,620+$289,715
FBTC
FIDELITY WISE ORIGIN BITCOIN
United StatesSHS7,9098,169+260$403,754$622,723+$218,969
RTX
RTX CORPORATION
United StatesCOM11,35012,613+1,263$2,153,498$2,313,185+$159,687
BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW8021,052+250$401,313$528,788+$127,475
KOPN
KOPIN CORP
United StatesCOM58,50061,000+2,500$262,080$142,740-$119,340
VRT
VERTIV HOLDINGS CO
United StatesCOM CL A2,9815,515+2,534$998,098$893,485-$104,613
AME
AMETEK INC
United StatesCOM1,0971,697+600$265,408$348,411+$83,003
JPM
JPMORGAN CHASE & CO.
United StatesCOM2,8393,043+204$929,171$980,655+$51,484
MCD
MCDONALDS CORP
United StatesCOM1,0081,054+46$272,538$322,106+$49,568
NB
NIOCORP DEVS LTD
United StatesCOM NEW29,22535,225+6,000$140,865$186,693+$45,828
CVX
CHEVRON CORP NEW
United StatesCOM10,78311,449+666$1,787,468$1,744,869-$42,599
RACE
FERRARI N V
COM2,0102,127+117$748,303$786,054+$37,751
VZ
VERIZON COMMUNICATIONS INC
United StatesCOM13,22214,499+1,277$559,804$590,554+$30,750
EMR
EMERSON ELEC CO
United StatesCOM1,7281,737+9$247,331$230,532-$16,799
QCOM
QUALCOMM INC
United StatesCOM3,0663,350+284$566,652$573,089+$6,437
HD
HOME DEPOT INC
United StatesCOM949976+27$334,693$335,842+$1,149

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