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Grace & White Inc. /ny
Grace & White, Inc. is a New York-based SEC-registered investment adviser founded in 1977. The firm primarily provides discretionary investment supervisory services, tailored to the unique objectives and risk tolerance of each client, including high net worth individuals and institutions. The firm employs a small team of investment professionals, led by President Gerald I. White, CFA.
Investment Strategy
Grace & White, Inc. offers customized portfolio management for each client, investing in a wide array of assets including U.S. and foreign equities, exchange-traded funds, debt securities, mutual funds, government bonds, and other financial instruments. Portfolios are managed individually based on each client’s particular investment objectives, risk tolerance, and restrictions. The firm accommodates client-directed exclusions (for example, avoiding certain industries) and provides both discretionary and non-discretionary account management.
Latest 13F Filing Activity
Grace & White Inc. /ny filed their most recent 13F report on Jun 30, 2025 disclosing 102 equity positions with a total 13F market value of $546M. The fund increased holdings in Signet Jewelers Limited SHS, Orion Marine Group Inc. Com, First Solar Inc. Com among other positions. Grace & White Inc. /ny reduced exposure to Brown Forman Corp. CL B, Watsco Inc., Sandy Spring Bancorp Inc. Com among others.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UNM | UNUM GROUP | 7.37% | $40.2M | 498,256 | $22.09 | $80.76 | -$438.4K |
A AIT | APPLIED INDL TECHNLGIES INC CO | 6.27% | $34.2M | 147,241 | $9.89 | $232.45 | +$1.0M |
S SIG | SIGNET JEWELERS LIMITED SHS | 3.64% | $19.9M | 249,712 | $40.30 | $79.55 | +$5.4M |
I INGR | INGREDION INC COM | 3.61% | $19.7M | 145,601 | $73.50 | $135.62 | +$140.8K |
| TOURMALINE OIL CORP COM | 3.59% | $19.6M | 406,343 | $22.66 | $65.70 | -$23.7K |
Industry Allocation
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