13F Insight
DOSSIER · 13F-HR · Q1 2025

Grant/GrossMendelsohn, LLC

$180M in tracked AUM across 134 positions as of Q1 2025.

GL
CIK 0001810677 · last filed Mar 31, 2025
Total AUM
$180M
as of Q1 2025
Holdings
134
—
positions
Whale Score
34
34
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2025

Grant/GrossMendelsohn, LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
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Filing history

2025Q1Mar 31
$180M▼ 6.0%
134 positionsLocked2024Q4Dec 31
$191M▼ 17.6%
139 positionsLocked2024Q3Sep 30
$232M▲ 6.2%
148 positionsLocked2024Q2Jun 30
$219M▲ 1.8%
136 positionsLocked2024Q1Mar 31
$215M▼ 11.2%
130 positionsLocked2023Q4Dec 31
$242M▲ 4.6%
137 positionsLocked2023Q3Sep 30
$231M▼ 6.3%
139 positionsLocked2023Q2Jun 30
$247M▲ 40.8%
141 positionsLocked2023Q1Mar 31
$175M▲ 90263.5%
60 positionsLocked2022Q4Dec 31
$194K▲ 4.7%
134 positionsLocked2022Q3Sep 30
$185K▲ 3.4%
135 positionsLocked2022Q2Jun 30
$179K▼ 10.3%
131 positionsLocked
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