HolderBook

Gruss & Co., LLC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1103738
Reported value
$40.8M
Positions
36
Top 10 weight
73.5%
Filed
2026-08-05
Days after quarter end
36

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
SPDR GOLD TRGLD$11.1M30,00027.10%-15.62pp31q-29.4%-$4.6M
RESERVOIR MEDIA INCRSVR$5.1M511,83412.41%+0.71pp3qHELD
SPACE EXPLORATION TECHN CORP OPTSPCX$2.6Moptions only6.49%-newOPTIONS
ISHARES TRAAXJ$2.3M19,0005.56%+0.61pp6q-13.6%-$358.0K
MICROSOFT CORPMSFT$1.9M5,0004.57%+0.25pp31qHELD
AMAZON COM INCAMZN$1.7M7,0004.09%+0.20pp14q-12.5%-$238.3K
APPLE INCAAPL$1.6M5,7004.04%+1.55pp31q+35.7%+$434.0K
BLOOM ENERGY CORPBE$1.5M5,0003.71%+2.13pp4qHELD
NVIDIA CORPORATIONNVDA$1.3M6,5003.19%+0.95pp15q+18.2%+$200.1K
BLACK STONE MINERALS L PBSM$957.2K68,5162.35%-0.16pp31q-3.5%-$34.9K
SPDR SERIES TRUSTXBI$791.2K5,0001.94%+0.75pp4q+25.0%+$158.2K
SELECT SECTOR SPDR TRXLK$762.1K4,0001.87%+1.25pp10q+100.0%+$381.0K
INVESCO QQQ TRQQQ$736.4K1,0001.81%+0.46pp14qHELD
ISHARES BITCOIN TRUST ETFIBIT$722.4K21,7001.77%-newNEW
ALPHABET INCGOOGL$714.7K2,0001.75%+0.07pp2q-20.0%-$178.7K
VANECK ETF TRUSTSMH$655.9K1,0001.61%+0.71pp11qHELD
ENTERPRISE PRODS PARTNERS LEPD$606.5K16,5001.49%+0.03pp4qHELD
META PLATFORMS INCMETA$563.3K1,0001.38%+0.04pp14qHELD
ENERGY TRANSFER L PET$458.9K24,0001.13%+0.04pp3qHELD
UNITED STS OIL FD LPUSO$425.8K4,0001.04%-newNEW
WESTERN MIDSTREAM PARTNERS LWES$372.0K8,5000.91%-newNEW
ISHARES TRITA$363.6K1,5000.89%+0.13pp8qHELD
SPHERE ENTERTAINMENT COSPHR$346.1K2,0000.85%+0.30pp2qHELD
JPMORGAN CHASE & COJPM$327.3K1,0000.80%-0.23pp7q-33.3%-$163.7K
ISHARES TRACWI$313.9K2,0000.77%+0.12pp4qHELD
VANECK ETF TRUSTGDX$301.8K4,0000.74%-0.87pp10q-46.7%-$264.1K
ISHARES SILVER TRSLV$294.1K5,5000.72%-newNEW
UBER TECHNOLOGIES INCUBER$288.6K4,0000.71%-0.05pp2q-11.1%-$36.1K
FERMI INCFRMI$274.8K30,0000.67%+0.16pp3q-20.0%-$68.7K
MADISON SQUARE GRDN SPRT CORMSGS$241.1K6000.59%-newNEW
EQT CORPEQT$239.3K4,5000.59%-0.01pp2q+12.5%+$26.6K
SERVE ROBOTICS INCSERV$234.2K35,6000.57%-newNEW
EXPAND ENERGY CORPORATIONEXE$228.0K2,5000.56%-0.21pp2q-16.7%-$45.6K
DECKERS OUTDOOR CORPDECK$223.4K2,2500.55%+0.02pp3qHELD
KAYNE ANDERSON ENERGY INFRSTKYN$208.6K15,0860.51%+0.01pp3qHELD
NOVAGOLD RESOURCES INCNG$104.5K17,5000.26%-0.22pp3q-22.2%-$29.9K

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Capital Markets 30.6%Telecom & Media 13.9%Software & IT Services 7.7%Energy 7.0%Semiconductors & Electronics 6.9%Retail & Consumer 4.1%Computer Hardware 4.0%Funds & ETFs 2.3%Other sectors 3.6%Not classified 19.9%
 
SectorValueShare
Capital Markets$12.5M30.6%
Telecom & Media$5.6M13.9%
Software & IT Services$3.1M7.7%
Energy$2.9M7.0%
Semiconductors & Electronics$2.8M6.9%
Retail & Consumer$1.7M4.1%
Computer Hardware$1.6M4.0%
Funds & ETFs$945.0K2.3%
Other sectors$1.5M3.6%
Not classified$8.1M19.9%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$40.8M367511673.5%36
Q1 2026$42.8M357710778.9%35
Q4 2025$45.5M3515741278.5%41
Q3 2025$38.4M321462281.6%37
Q2 2025$21.4M20237787.0%36
Q1 2025$22.9M25739582.1%38
Q4 2024$23.4M23682278.7%37
Q3 2024$12.7M19529381.2%16
Q2 2024$18.4M17392782.9%39
Q1 2024$18.1M21674378.2%39
Q4 2023$12.9M18653579.7%26
Q3 2023$11.8M17417684.3%44
Q2 2023$16.5M19436978.9%34
Q1 2023$15.8M24756574.1%42
Q4 2022$16.2M22926181.4%41
Q3 2022$11.6M14105695.4%21
Q2 2022$14.4M19167886.1%29
Q1 2022$22.5M266451372.0%29
Q4 2021$37.3M337108364.3%31
Q3 2021$35.8M29748379.7%28
Q2 2021$27.6M25585477.2%41
Q1 2021$24.1M2465111076.8%47
Q4 2020$26.0M281047576.3%43
Q3 2020$373.2M2353101398.9%44
Q2 2020$52.1M319612575.6%42
Q1 2020$53.7M27488778.6%41
Q4 2019$81.8M3071101075.5%43
Q3 2019$82.2M3322121078.5%46
Q2 2019$92.4M41579363.7%44
Q1 2019$95.5M3916461068.2%40
Q4 2018$77.8M33000068.8%45

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.