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Manager record

Gross & Hartman Investments LLC

Leola, PA · CIK 1966094 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$226.40MReported 13F valueQ2 2026 · as filed
81Holdings listed
+17.7%vs prior quartervalue change includes market moves
3Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $175.5M$175.5MQ4 202572 holdingsQ1 2026: $192.3M$192.3MQ1 202673 holdingsQ2 2026: $226.4M$226.4MQ2 202681 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$226.40M · 81 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$192.32M · 73 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q4 2025

$175.45M · 72 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology