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Grunden Financial Advisory, Inc. Current Holdings: USA Stocks

Grunden Financial Advisory, Inc. current holdings: USA Stocks

Grunden Financial Advisory, Inc. reported $0.01 billion in share positions in stocks (listed in the US), 14 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are TXN, AAPL, PCAR.

  • TXN: Country of operation United States; Class COM; Shares 34,515; Value $5,988,031.
  • AAPL: Country of operation United States; Class COM; Shares 3,194; Value $868,419.
  • PCAR: Country of operation United States; Class COM; Shares 4,268; Value $467,437.
  • GOOGL: Country of operation United States; Class CAP STK CL A; Shares 1,112; Value $348,056.

Form 13F-HR as filed (SEC CIK 2010014): quarter ended 2025-12-31, filed 2026-01-27. 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 2025-12-31 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.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
TXN
TEXAS INSTRS INC
United StatesCOM34,515$5,988,03159.21%2025-12-312026-01-27+62.37%
AAPL
APPLE INC
United StatesCOM3,194$868,4198.59%2025-12-312026-01-27
PCAR
PACCAR INC
United StatesCOM4,268$467,4374.62%2025-12-312026-01-27+2.09%
GOOGL
ALPHABET INC
United StatesCAP STK CL A1,112$348,0563.44%2025-12-312026-01-27+8.92%
IDXX
IDEXX LABS INC
United StatesCOM475$321,3523.18%2025-12-312026-01-27-21.15%
MS
MORGAN STANLEY
United StatesCOM NEW1,740$308,9023.05%2025-12-312026-01-27+8.58%
TSLA
TESLA INC
United StatesCOM625$281,0752.78%2025-12-312026-01-27-21.54%
WMT
WALMART INC
United StatesCOM2,266$252,4552.50%2025-12-312026-01-27-4.14%
CI
THE CIGNA GROUP
United StatesCOM856$235,5092.33%2025-12-312026-01-27+0.01%
COF
CAPITAL ONE FINL CORP
United StatesCOM886$214,7312.12%2025-12-312026-01-27-18.94%
MSFT
MICROSOFT CORP
United StatesCOM442$213,4752.11%2025-12-312026-01-27+5.24%
TRIXXXX
THOMSON REUTERS CORP
COM1,582$208,6502.06%2025-12-312026-01-27
INTU
INTUIT
United StatesCOM308$204,0252.02%2025-12-312026-01-27-59.54%
NVDA
NVIDIA CORPORATION
United StatesCOM1,075$200,4881.98%2025-12-312026-01-27+21.83%

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