GRIES FINANCIAL LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, GRIES FINANCIAL LLC opened 37 positions, added to 121, reduced 46, sold out of 15 and left 3 unchanged. The largest increase in value was AAPL (+$1,963,590); the largest decrease was HAS (-$1,852,439).
- PSA: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 4,775.
- DPZ: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 2,935.
- CUBE: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 30,982.
- DLB: Country of operation United States; Class COM CL A; Shares 2025-06-30 0; Shares 2025-09-30 17,086.
Two Form 13F-HR filings compared (SEC CIK 1049662): 2025-06-30 (filed 2025-07-14) and 2025-09-30 (filed 2025-10-22). 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.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|
PSA
PUBLIC STORAGE OPER CO | United States | COM | 0 | 4,775 | +4,775 | $0 | $1,379,259 | +$1,379,259 |
|---|
DPZ
DOMINOS PIZZA INC | United States | COM | 0 | 2,935 | +2,935 | $0 | $1,267,069 | +$1,267,069 |
|---|
CUBE
CUBESMART | United States | COM | 0 | 30,982 | +30,982 | $0 | $1,259,728 | +$1,259,728 |
|---|
DLB
DOLBY LABORATORIES INC | United States | COM CL A | 0 | 17,086 | +17,086 | $0 | $1,236,514 | +$1,236,514 |
|---|
SNOW
SNOWFLAKE INC | United States | COM SHS | 0 | 2,020 | +2,020 | $0 | $455,611 | +$455,611 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 0 | 2,278 | +2,278 | $0 | $362,111 | +$362,111 |
|---|
CIEN
CIENA CORP | United States | COM NEW | 0 | 2,320 | +2,320 | $0 | $337,954 | +$337,954 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 0 | 1,092 | +1,092 | $0 | $320,502 | +$320,502 |
|---|
APH
AMPHENOL CORP NEW | United States | CL A | 0 | 2,349 | +2,349 | $0 | $290,689 | +$290,689 |
|---|
SOFI
SOFI TECHNOLOGIES INC | United States | COM | 0 | 10,928 | +10,928 | $0 | $288,718 | +$288,718 |
|---|
AMGN
AMGEN INC | United States | COM | 0 | 1,016 | +1,016 | $0 | $286,715 | +$286,715 |
|---|
WDC
WESTERN DIGITAL CORP | United States | COM | 0 | 2,333 | +2,333 | $0 | $280,100 | +$280,100 |
|---|
ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 0 | 1,107 | +1,107 | $0 | $272,986 | +$272,986 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 0 | 1,440 | +1,440 | $0 | $262,685 | +$262,685 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 0 | 679 | +679 | $0 | $251,006 | +$251,006 |
|---|
TJX
TJX COS INC NEW | United States | COM | 0 | 1,726 | +1,726 | $0 | $249,476 | +$249,476 |
|---|
AWI
ARMSTRONG WORLD INDS INC NEW | United States | COM | 0 | 1,260 | +1,260 | $0 | $246,973 | +$246,973 |
|---|
P
PURE STORAGE INC | United States | CL A | 0 | 2,879 | +2,879 | $0 | $241,289 | +$241,289 |
|---|
NDSN
NORDSON CORP | United States | COM | 0 | 1,054 | +1,054 | $0 | $239,205 | +$239,205 |
|---|
EXPE
EXPEDIA GROUP INC | United States | COM NEW | 0 | 1,099 | +1,099 | $0 | $234,911 | +$234,911 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 0 | 493 | +493 | $0 | $234,175 | +$234,175 |
|---|
MOH
MOLINA HEALTHCARE INC | United States | COM | 0 | 1,223 | +1,223 | $0 | $234,033 | +$234,033 |
|---|
MEDP
MEDPACE HLDGS INC | United States | COM | 0 | 450 | +450 | $0 | $231,372 | +$231,372 |
|---|
MAS
MASCO CORP | United States | COM | 0 | 3,277 | +3,277 | $0 | $230,668 | +$230,668 |
|---|
B
BARRICK MNG CORP | | COM SHS | 0 | 7,000 | +7,000 | $0 | $229,390 | +$229,390 |
|---|
ALNY
ALNYLAM PHARMACEUTICALS INC | United States | COM | 0 | 502 | +502 | $0 | $228,912 | +$228,912 |
|---|
TOL
TOLL BROTHERS INC | United States | COM | 0 | 1,644 | +1,644 | $0 | $227,102 | +$227,102 |
|---|
PSX
PHILLIPS 66 | United States | COM | 0 | 1,636 | +1,636 | $0 | $222,529 | +$222,529 |
|---|
DAL
DELTA AIR LINES INC DEL | United States | COM NEW | 0 | 3,900 | +3,900 | $0 | $221,325 | +$221,325 |
|---|
BBY
BEST BUY INC | United States | COM | 0 | 2,890 | +2,890 | $0 | $218,542 | +$218,542 |
|---|
TFX
TELEFLEX INCORPORATED | United States | COM | 0 | 1,765 | +1,765 | $0 | $215,965 | +$215,965 |
|---|
DINO
HF SINCLAIR CORP | United States | COM | 0 | 4,073 | +4,073 | $0 | $213,181 | +$213,181 |
|---|
SYF
SYNCHRONY FINANCIAL | United States | COM | 0 | 2,999 | +2,999 | $0 | $213,079 | +$213,079 |
|---|
UNP
UNION PAC CORP | United States | COM | 0 | 859 | +859 | $0 | $203,042 | +$203,042 |
|---|
EWBC
EAST WEST BANCORP INC | United States | COM | 0 | 1,893 | +1,893 | $0 | $201,510 | +$201,510 |
|---|
NDAQ
NASDAQ INC | United States | COM | 0 | 2,271 | +2,271 | $0 | $200,870 | +$200,870 |
|---|
PCG
PG&E CORP | United States | COM | 0 | 11,670 | +11,670 | $0 | $175,984 | +$175,984 |
|---|
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