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Portfolio (Quarterly) Guide ↗

Gross & Hartman Investments LLC

· CIK 0001966094
13F Portfolio $175M AUM 72 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 71 New
Page 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CPT CAMDEN PPTY TR REIT Real Estate 2,436.0 $268K 0.15% NEW $110.08 -2.1%
62 INVH INVITATION HOMES INC Real Estate 9,124.0 $254K 0.14% NEW $27.79 +5.8%
63 PM PHILIP MORRIS INTL INC Consumer Defensive 1,533.0 $246K 0.14% NEW $160.40 +13.2%
64 PSA PUBLIC STORAGE REIT Real Estate 939.0 $244K 0.14% NEW $259.50 +17.3%
65 AHR AMERICAN HEALTHCARE REITREIT Real Estate 5,115.0 $241K 0.14% NEW $47.06 +8.4%
66 V VISA INC CLASS CLASS A Financial Services 610.0 $214K 0.12% NEW $350.71 -6.9%
67 WSR WHITESTONE REIT REIT Real Estate 15,342.0 $213K 0.12% NEW $13.89 +36.7%
68 SILA SILA RLTY TR INC REIT Real Estate 9,095.0 $212K 0.12% NEW $23.31 +29.8%
69 WMB WILLIAMS COS INC Energy 3,448.0 $207K 0.12% NEW $60.10 +30.6%
70 NFLX NETFLIX INC Communication Services 2,163.0 $203K 0.12% NEW $93.76 -6.5%
71 HIW HIGHWOODS PPTYS INC REIT Real Estate 7,799.0 $201K 0.12% NEW $25.82 +1.7%
Page 4 of 4  ·  71 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 31.7%
Technology 26.3%
Consumer Cyclical 15.4%
Communication Services 15.4%
Financial Services 5.9%
Healthcare 2.2%
Energy 2.1%
Consumer Defensive 1.0%