Gross & Hartman Investments LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Gross & Hartman Investments LLC opened 20 positions, added to 49, reduced 28 and sold out of 13.
- Q2 2026: Stock LNG; Country of operation United States; Class COM; Shares before 1,663.
- Q2 2026: Stock META; Country of operation United States; Class COM; Shares before 819.
- Q2 2026: Stock AVGO; Country of operation United States; Class COM; Shares before 2,097.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 6,572.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1966094), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | LNG
CHENIERE ENERGY INC | United States | COM | 1,663 | 910 | -753 | $471,938 | $217,562 | -$254,376 | 2026-08-13 |
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| Q2 2026 | META
META PLATFORMS INC CLASS A | United States | COM | 819 | 640 | -179 | $468,700 | $360,526 | -$108,174 | 2026-08-13 |
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| Q2 2026 | AVGO
BROADCOM INC | United States | COM | 2,097 | 1,967 | -130 | $649,042 | $743,034 | +$93,992 | 2026-08-13 |
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| Q2 2026 | AAPL
APPLE INC | United States | COM | 6,572 | 6,085 | -487 | $1,667,991 | $1,760,900 | +$92,909 | 2026-08-13 |
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| Q2 2026 | EQIX
EQUINIX INC REIT | United States | COM | 1,516 | 1,512 | -4 | $1,485,700 | $1,575,881 | +$90,181 | 2026-08-13 |
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| Q2 2026 | EBAY
EBAY INC | United States | COM | 6,759 | 6,160 | -599 | $615,209 | $688,403 | +$73,194 | 2026-08-13 |
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| Q2 2026 | BXP
BXP INC REIT | United States | COM | 6,647 | 6,102 | -545 | $344,979 | $404,624 | +$59,645 | 2026-08-13 |
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| Q2 2026 | HR
HEALTHCARE REALTY TR A CLASS A | United States | COM | 21,352 | 15,129 | -6,223 | $362,770 | $305,152 | -$57,618 | 2026-08-13 |
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| Q2 2026 | DLR
DIGITAL RLTY TR INC REIT | United States | COM | 3,572 | 3,321 | -251 | $643,710 | $596,385 | -$47,325 | 2026-08-13 |
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| Q2 2026 | ROST
ROSS STORES INC | United States | COM | 1,659 | 1,516 | -143 | $359,386 | $322,711 | -$36,675 | 2026-08-13 |
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| Q2 2026 | AMZN
AMAZON.COM INC | United States | COM | 5,229 | 4,687 | -542 | $1,089,044 | $1,117,100 | +$28,056 | 2026-08-13 |
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| Q2 2026 | TJX
TJX COS INC NEW | United States | COM | 2,460 | 2,415 | -45 | $392,866 | $365,931 | -$26,935 | 2026-08-13 |
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| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 3,686 | 3,610 | -76 | $1,364,481 | $1,346,741 | -$17,740 | 2026-08-13 |
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| Q2 2026 | SUI
SUN CMNTYS INC REIT | United States | COM | 2,383 | 2,358 | -25 | $300,163 | $282,748 | -$17,415 | 2026-08-13 |
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| Q2 2026 | CINF
CINCINNATI FINL CORP | United States | COM | 1,602 | 1,402 | -200 | $252,075 | $259,566 | +$7,491 | 2026-08-13 |
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| Q2 2026 | CPT
CAMDEN PPTY TR REIT | United States | COM | 2,575 | 2,140 | -435 | $251,475 | $245,009 | -$6,466 | 2026-08-13 |
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| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 1,023 | 888 | -135 | $222,492 | $223,456 | +$964 | 2026-08-13 |
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| Q1 2026 | META
META PLATFORMS INC CLASS CLASS A | United States | COM | 1,332 | 819 | -513 | $879,354 | $468,700 | -$410,654 | 2026-05-15 |
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| Q1 2026 | GOOGL
ALPHABET INC CLASS CLASS A | United States | COM | 4,239 | 4,119 | -120 | $1,326,660 | $1,184,362 | -$142,298 | 2026-05-15 |
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| Q1 2026 | CINF
CINCINNATI FINL CORP | United States | COM | 2,402 | 1,602 | -800 | $392,295 | $252,075 | -$140,220 | 2026-05-15 |
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| Q1 2026 | AVGO
BROADCOM INC | United States | COM | 2,234 | 2,097 | -137 | $773,190 | $649,042 | -$124,148 | 2026-05-15 |
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| Q1 2026 | TSLA
TESLA INC | United States | COM | 904 | 900 | -4 | $406,547 | $334,575 | -$71,972 | 2026-05-15 |
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| Q1 2026 | ROST
ROSS STORES INC | United States | COM | 1,670 | 1,659 | -11 | $300,799 | $359,386 | +$58,587 | 2026-05-15 |
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| Q1 2026 | LLY
ELI LILLY AND CO | United States | COM | 270 | 264 | -6 | $290,164 | $242,819 | -$47,345 | 2026-05-15 |
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| Q1 2026 | ABBV
ABBVIE INC | United States | COM | 1,176 | 1,023 | -153 | $268,704 | $222,492 | -$46,212 | 2026-05-15 |
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| Q1 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 880 | 860 | -20 | $283,693 | $252,821 | -$30,872 | 2026-05-15 |
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| Q1 2026 | EBAY
EBAY INC | United States | COM | 6,768 | 6,759 | -9 | $589,532 | $615,209 | +$25,677 | 2026-05-15 |
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| Q1 2026 | PM
PHILIP MORRIS INTL INC | United States | COM | 1,533 | 1,421 | -112 | $245,893 | $234,948 | -$10,945 | 2026-05-15 |
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