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Grand Central Investment Group — 13F Holdings & Portfolio

CIK 1844893 · latest 13F-HR filed 2026-11-02

Backtest portfolio

Grand Central Investment Group manages $129.8M in 13F-reported U.S. long-equity assets across 42 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SILJ (8.23%), GDX (7.47%), PSLV (5.98%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 4 new positions and exited 2; 19 existing positions rose in reported value and 4 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$129.8M

Long-equity book

Holdings
42

Distinct positions

Period
2026-09-30

Filed 2026-11-02

Q/Q Activity
+4 / −2 / ↑19 / ↓4

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
SILJ8.2% · -1%GDX7.5% · +2%PSLV6.0% · -6%AEM5.2% · +2%SLV5.2% · -0%XOM4.8% · +6%GLD4.7% · -0%OXY4.4% · +0%CVX4.4% · +0%NEM4.0% · +1%XLE3.9% · +0%AGI3.9% · +2%BRK.B3.4% · +13%VPG3.3% · +4%MSGS2.5% · +2%PHYS2.4% · +1%AAPL2.3% · -1%LLY2.1% · +29%FCG2.0% · +11%GOOGL1.9% · -6%PCT1.8% · +43%IAU1.7% · 0%GILD1.7% · -2%AMZN1.6% · +15%PAAS1.6% · 0%SHV1.5% · +174%ABBV1.4% · -2%ANET1.3% · newVCSH1.2% · +52%MSFT0.7% · -2%GDXJ0.6% · -1%CDE0.6% · 0%BND0.4% · 0%VCLT0.4% · 0%SKE0.3% · 0%SBUX0.3% · newVTV0.2% · 0%QQQ0.2% · 0%VUG0.2% · 0%VIG0.2% · 0%EXK0.1% · 0%QUBT0.1% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 54.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 30, 2026.

Assets Under Management
$196.2M
Discretionary
$165.9M
Employees
5
Accounts
343
Address
324 S. HYDE PARK AVE.
SUITE 390
TAMPA, FL 33606
Phone
(813) 251-4200
Website
This firm reports 1 disclosure item on its registration.
Name Title / Status Ownership Type
POE, CHARLES, EDWIN ControlCHIEF COMPLIANCE OFFICER
since Jun 2026
75% or moreIndividual
COOPER, FRANK, EVERETTFOUNDER
since Oct 2025
Less than 5%Individual
HALPIN, MICHELLE, ERISVP - OPERATIONS
since Mar 2023
Less than 5%Individual
Ownership & leadership changes · 14 filings with changes since Aug 11, 2014

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jun 30, 2026 filing
  • No longer listedREYMANN, THOMAS, GREGORY · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2023
  • ChangedPOE, CHARLES, EDWIN · title CHIEF EXECUTIVE OFFICER → CHIEF COMPLIANCE OFFICER
Apr 28, 2026 filing
  • ChangedCOOPER, FRANK, EVERETT · no longer a control person
Nov 5, 2025 filing
  • ChangedCOOPER, FRANK, EVERETT · title MANAGING MEMBER, CEO, MANAGER → FOUNDER; ownership 75% or more → Less than 5%
  • ChangedPOE, CHARLES, EDWIN · title CHIEF INVESTMENT OFFICER → CHIEF EXECUTIVE OFFICER; ownership Less than 5% → 75% or more
Mar 8, 2024 filing
  • Listed againHALPIN, MICHELLE, ERI · SVP - OPERATIONS · Less than 5%
Feb 7, 2023 filing
  • No longer listedHALPIN, MICHELLE, ERI · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2015
  • AddedREYMANN, THOMAS, GREGORY · CHIEF COMPLIANCE OFFICER · Less than 5%
Oct 15, 2020 filing
  • No longer listedBUNCH, STEPHEN, MICHAEL · MANAGER, CFO · Less than 5% · control person · listed since Jul 2014
Sep 5, 2017 filing
  • ChangedCOOPER, FRANK, EVERETT · title CEO, MANAGER → MANAGING MEMBER, CEO, MANAGER
Aug 24, 2017 filing
  • AddedPOE, CHARLES, EDWIN · CHIEF INVESTMENT OFFICER · Less than 5% · control person
Mar 28, 2017 filing
  • No longer listedCOOPER, FRANK, EVERETT · MANAGING MEMBER · 75% or more · indirect via GRAND CENTRAL GROUP, LLC · control person · listed since Feb 2015
  • No longer listedGRAND CENTRAL GROUP, LLC · MEMBER · 75% or more · control person · listed since Feb 2015
  • ChangedCOOPER, FRANK, EVERETT · ownership Less than 5% → 75% or more
Feb 26, 2015 filing
  • AddedCOOPER, FRANK, EVERETT · MANAGING MEMBER · 75% or more · indirect via GRAND CENTRAL GROUP, LLC · control person
  • AddedGRAND CENTRAL GROUP, LLC · MEMBER · 75% or more · control person
  • AddedHALPIN, MICHELLE, ERI · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedBUNCH, STEPHEN, MICHAEL · title MANAGER, CCO → MANAGER, CFO
  • ChangedCOOPER, FRANK, EVERETT · title CEO / MEMBER → CEO, MANAGER; ownership 75% or more → Less than 5%
Older changes (5 more filings)
Oct 23, 2014 filing
  • ChangedBUNCH, STEPHEN, MICHAEL · title MANAGING MEMBER, CCO → MANAGER, CCO; ownership 75% or more → Less than 5%
  • ChangedCOOPER, FRANK, EVERETT · title CEO → CEO / MEMBER; ownership Less than 5% → 75% or more
Sep 3, 2014 filing
  • AddedCOOPER, FRANK, EVERETT · CEO · Less than 5% · control person
Aug 15, 2014 filing
  • ChangedBUNCH, STEPHEN, MICHAEL · title MANAGING MANAGER, CCO → MANAGING MEMBER, CCO
Aug 14, 2014 filing
  • ChangedBUNCH, STEPHEN, MICHAEL · title MANAGER, CCO → MANAGING MANAGER, CCO
Aug 11, 2014 filing (earliest on record)
  • ListedBUNCH, STEPHEN, MICHAEL · MANAGER, CCO · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 19 →

Top Trims

Show all 4 →

New Positions

Show all 4 →

Exited Positions

Show all 2 →

Grand Central Investment Group Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMPLIFY ETF TR SILJ 032108649 $10.7M 8.23% 391,466 SH
2 VANECK ETF TRUST GDX 92189F106 $9.7M 7.47% 110,414 SH
3 SPROTT ASSET MANAGEMENT LP PSLV 85207K107 $7.8M 5.98% 400,792 SH
4 AGNICO EAGLE MINES LTD AEM 008474108 $6.8M 5.25% 37,167 SH
5 ISHARES SILVER TR SLV 46428Q109 $6.7M 5.18% 123,423 SH
6 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $6.2M 4.80% 38,235 SH
7 SPDR GOLD TR GLD 78463V107 $6.1M 4.69% 15,987 SH
8 OCCIDENTAL PETE CORP OXY 674599105 $5.8M 4.44% 104,146 SH
9 CHEVRON CORPORATION CVX 166764100 $5.7M 4.43% 28,120 SH
10 NEWMONT CORP NEM 651639106 $5.2M 4.03% 45,345 SH
11 SELECT SECTOR SPDR TR XLE 81369Y506 $5.0M 3.88% 81,766 SH
12 ALAMOS GOLD INC AGI 011532108 $5.0M 3.85% 154,244 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.4M 3.37% 8,788 SH
14 VISHAY PRECISION GROUP INC VPG 92835K103 $4.2M 3.26% 58,134 SH
15 MADISON SQUARE GRDN SPRT COR MSGS 55825T103 $3.2M 2.47% 7,911 SH
16 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $3.2M 2.45% 101,482 SH
17 APPLE INC AAPL 037833100 $2.9M 2.26% 8,826 SH
18 ELI LILLY & CO LLY 532457108 $2.7M 2.09% 2,346 SH
19 FIRST TR EXCHANGE-TRADED FD FCG 33733E807 $2.6M 1.99% 90,561 SH
20 ALPHABET INC GOOGL 02079K305 $2.5M 1.92% 7,230 SH
21 PURECYCLE TECHNOLOGIES INC PCT 74623V103 $2.3M 1.75% 515,972 SH
22 ISHARES GOLD TR IAU 464285204 $2.3M 1.74% 28,929 SH
23 GILEAD SCIENCES INC GILD 375558103 $2.2M 1.73% 15,027 SH
24 AMAZON COM INC AMZN 023135106 $2.1M 1.59% 8,280 SH
25 PAN AMERN SILVER CORP PAAS 697900108 $2.0M 1.57% 44,702 SH
26 ISHARES TR SHV 464288679 $2.0M 1.53% 18,005 SH
27 ABBVIE INC ABBV 00287Y109 $1.8M 1.37% 6,787 SH
28 ARISTA NETWORKS INC ANET 040413205 $1.7M 1.32% 8,444 SH
29 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.5M 1.16% 19,469 SH
30 MICROSOFT CORP MSFT 594918104 $949.4K 0.73% 1,851 SH
31 VANECK ETF TRUST GDXJ 92189F791 $732.0K 0.56% 6,424 SH
32 COEUR MNG INC CDE 192108504 $719.1K 0.55% 40,857 SH
33 VANGUARD BD INDEX FDS BND 921937835 $570.6K 0.44% 8,134 SH
34 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $552.0K 0.43% 8,059 SH
35 SKEENA RES LTD NEW SKE 83056P715 $389.5K 0.30% 13,102 SH
36 STARBUCKS CORP SBUX 855244109 $325.3K 0.25% 3,462 SH
37 VANGUARD INDEX FDS VTV 922908744 $280.7K 0.22% 1,299 SH
38 INVESCO QQQ TR QQQ 46090E103 $273.0K 0.21% 369 SH
39 VANGUARD INDEX FDS VUG 922908736 $246.0K 0.19% 2,730 SH
40 VANGUARD SPECIALIZED FUNDS VIG 921908844 $217.0K 0.17% 930 SH
41 ENDEAVOUR SILVER CORP EXK 29258Y103 $103.0K 0.08% 12,000 SH
42 QUANTUM COMPUTING INC QUBT 74766W108 $101.4K 0.08% 12,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-02 $129.8M 42 0001844893-26-000006
2026-06-30 2026-08-04 $119.6M 40 0001844893-26-000005
2026-03-31 2026-04-23 $135.2M 44 0001420506-26-000723
2025-12-31 2026-02-18 $137.8M 43 0001420506-26-000596
Filer Information
Address
324 S HYDE PARK AVE SUITE 390
TAMPA, FL 33606
Phone
(813) 251-4200
Filing Manager
Grand Central Investment Group
TAMPA, FL
Signatory
CHARLES E. POE
CHIEF COMPLIANCE OFFICER