Gruss & Co., LLC
Annual return '25
+18.7%
SPY '25
+17.7%
Alpha
+1.0ptsvs SPY
Invested
$42.8M
Holdings
35
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GQ9
SPDR GOLD TR
Q1 2026: Exited (was 49.0k shares)
42.7%
02
$RSVR
RESERVOIR MEDIA INC
Q1 2026: Exited (was 265.0k shares)
11.7%
03
$AAXJ
ISHARES TR
Q1 2026: Exited (was 24.0k shares)
4.9%
04
$MSFT
MICROSOFT CORP
Q1 2026: Increased +1466.7% (6.0k → 94.0k shares)
4.3%
05
$AMZN
AMAZON COM INC
Q1 2026: Increased +1000.4% (13.0k → 143.0k shares)
3.9%
06
$BSM
BLACK STONE MINERALS L P
Q1 2026: Exited (was 71.0k shares)
2.5%
07
$AAPL
APPLE INC
Q1 2026: Increased +5594.1% (2.7k → 153.7k shares)
2.5%
08
$VIXY
PROSHARES TR II
Q1 2026: Exited (was 15.0k shares)
2.4%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +2999.7% (6.0k → 186.0k shares)
2.2%
10
$GOOGL
ALPHABET INC
Q1 2026: New position (106.3k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:24 UTC.