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Gruss & Co. LLC

CIK:0001103738
Family Office
$0 AUM
20 holdings
New York, NY, United States
Founded:1942
25 employees
Latest filing:Jun 30, 2025

Gruss & Co., LLC is a privately held family office and investment firm headquartered in New York, NY. The firm operates as a multi-generational single-family office serving the lineal descendants of Joseph S. Gruss, focusing exclusively on managing, allocating, and deploying the family's wealth. Their services include asset allocation advice, investment due diligence, and management of various family investment entities, trusts, and related administrative functions. The firm does not offer its advisory or investment services to the public and serves only family clients, in alignment with family office regulatory definitions. Founded in the 20th century, Gruss & Co. and its related entities have maintained a discreet presence, with an estimated employee count under 50.

Investment Strategy

Gruss & Co., LLC provides asset allocation advice and investment due diligence for the Gruss family. Its activities include evaluating opportunities in hedge funds, private equity, publicly traded securities, commodities, and real estate investments. The firm takes a comprehensive and multi-asset approach, balancing growth, preservation, and risk mitigation tailored for the needs of family members. All investment decisions and due diligence are conducted for the benefit of family clients only, with no offerings or solicitation to external investors.

Latest 13F Filing Activity

Gruss & Co. LLC filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $21M. The fund increased holdings in Ishares TR, Bausch Health Cos Inc., Amazon Com Inc. among other positions. Gruss & Co. LLC reduced exposure to SPDR Gold TR, Microsoft Corp., Alphabet Inc. among others.

Top Buys
A
AAXJISHARES TR
+$993.2K
B
BHCBAUSCH HEALTH COS INC
+$799.2K
A
AMZNAMAZON COM INC
+$752.4K
N
NVDANVIDIA CORPORATION
+$243.5K
X
XLKSELECT SECTOR SPDR TR
+$173.4K
Top Sells
G
GLDSPDR GOLD TR
-$1.2M
M
MSFTMICROSOFT CORP
-$947.8K
G
GOOGLALPHABET INC
-$463.9K
E
ESQESQUIRE FINL HLDGS INC
-$463.1K
E
EVREVERCORE INC
-$299.6K

Top Holdings

G
GLDSPDR GOLD TR
+42.7%$9.1M
A
AMZNAMAZON COM INC
+9.7%$2.1M
M
MSFTMICROSOFT CORP
+7.0%$1.5M
A
AAXJISHARES TR
+6.4%$1.4M
N
NVDANVIDIA CORPORATION
+4.4%$947.9K

Equity Positions (20)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SPDR GOLD TR42.74%$9.1M30,000$257.99$304.83-$1.2M
AMAZON COM INC9.74%$2.1M9,500$209.90$219.39+$752.4K
MICROSOFT CORP6.97%$1.5M3,000$394.62$497.41-$947.8K
ISHARES TR6.37%$1.4M16,500$80.01$82.62+$993.2K
NVIDIA CORPORATION4.43%$947.9K6,000$108.16$157.99+$243.5K

Industry Allocation

COMMODITY CONTRACTS BROKERS & DEALERS
+51.9%
SERVICES-PREPACKAGED SOFTWARE
+8.2%
SEMICONDUCTORS & RELATED DEVICES
+4.2%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+3.7%
CRUDE PETROLEUM & NATURAL GAS
+3.3%