Gitterman Wealth Management, LLC

CIK

1861558

Location

Edison, NJ

Portfolio Value

Micro $96,234,400

Diversification

Diversified

Filing Date

Global Rank

#5,653 / 7,986 ▼ 231 · as of Sep 2025

Top Industry

Consumer Electronics 13.7%

3Y Alpha vs SPY

-6.2%

Period ended 9 months ago

Filed Nov 4, 2025 · 8mo

19 quarters · since Mar 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.1%

SPY

+76.5%

Annualised alpha

-5.9%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

106 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

28.9%

+5.1 pts

Top 5

50.8%

+10.9 pts

Top 10

58.1%

+13.0 pts

HHI

1,027

Diversified+355

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	30.0%	$28,881,871	3
Technology	22.2%	$21,410,385	13
Industrials	13.5%	$13,036,030	23
Utilities	8.6%	$8,229,985	15
Financial Services	6.1%	$5,872,620	16
Healthcare	5.9%	$5,718,924	7
Communication Services	3.9%	$3,748,276	5
Consumer Cyclical	3.5%	$3,335,755	8
Consumer Defensive	2.2%	$2,124,948	6
Energy	1.9%	$1,798,591	3
Real Estate	1.2%	$1,185,986	4
Basic Materials	0.9%	$891,029	3

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SWIM	Latham Group, Inc.	+41,784	72,789	$553,924
WTTR	Select Water Solutions, Inc.	+27,692	43,374	$463,668
GWRS	Global Water Resources, Inc.	+20,364	31,584	$325,315
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+14,362	38,295	$190,632
CIG	Energy Co Of Minas Gerais	+13,619	161,340	$340,427
WTRG	Essential Utilities, Inc.	+11,972	23,933	$954,926
TTEK	Tetra Tech Inc	+11,754	30,211	$1,008,443
HTO	H2o America	+6,235	9,441	$459,776
CWT	California Water Service Group	+5,845	10,306	$472,942
CWCO	Consolidated Water Co. Ltd.	+4,654	8,320	$293,529
YORW	York Water Co	+4,611	8,437	$256,653
NVDA	Nvidia Corp	+4,297	8,214	$1,532,568
VLTO	Veralto Corp	+4,110	10,096	$1,076,334
ARTNA	Artesian Resources Corp	+3,921	7,134	$232,568
AWK	American Water Works Company, Inc.	+3,239	6,595	$917,958
CNM	Core & Main, Inc.	+3,189	13,439	$723,421
AWR	American States Water Co	+3,036	5,636	$413,231
AAPL	Apple Inc.	+3,016	36,222	$9,223,207
WMT	Walmart Inc.	+2,956	4,249	$437,901
WIT	Wipro Ltd	+2,851	53,632	$141,052
PNR	PENTAIR plc	+2,823	7,861	$870,684
ED	Consolidated Edison Inc	+2,794	5,026	$505,213
IR	Ingersoll Rand Inc.	+2,768	2,816	$232,657
AMZN	Amazon Com Inc	+2,528	4,921	$1,080,503
XOM	Exxon Mobil Corp	+2,376	9,855	$1,111,151
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−4,798	6,883	$302,507
CSCO	Cisco Systems, Inc.	−3,993	3,223	$220,517
PRM	Perimeter Solutions, Inc.	−2,739	10,344	$231,602
GLD	Spdr Gold Trust	−1,208	78,262	$27,819,793
NVO	Novo Nordisk A S	−1,000	16,113	$894,110
MCD	Mcdonalds Corp	−816	979	$297,508
MOD	Modine Manufacturing Co	−508	1,838	$261,290
AAON	Aaon, Inc.	−445	9,074	$847,874
BRK-B	Berkshire Hathaway Inc	−400	1,418	$712,885
AXON	Axon Enterprise, Inc.	−264	307	$220,315
DE	Deere & Co	−256	955	$436,683
V	Visa Inc.	−208	841	$287,100
JNJ	Johnson & Johnson	−100	13,905	$2,578,265
DHR	Danaher Corp /De/	−74	1,019	$202,026
MA	Mastercard Inc	−62	507	$288,386
COST	Costco Wholesale Corp /New	−49	378	$349,888
MS	Morgan Stanley	−49	2,365	$375,940
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ORI	Old Republic International Corp	7,299	$309,988
ADI	Analog Devices Inc	1,138	$279,606
TFC	Truist Financial Corp	5,147	$235,320
CVX	Chevron Corp	1,441	$223,772
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
T	At&T Inc.	22,571	$653,204
ADSK	Autodesk, Inc.	1,840	$569,608
NDAQ	Nasdaq, Inc.	5,630	$503,434
SBUX	Starbucks Corp	4,809	$440,648
AZO	Autozone Inc	100	$371,223
SJM	J M SMUCKER Co	3,686	$361,965
CB	Chubb Ltd	1,241	$359,542
DAL	Delta Air Lines, Inc.	7,285	$358,276
EW	Edwards Lifesciences Corp	4,474	$349,911
IDXX	Idexx Laboratories Inc /De	652	$349,693
WRB	Berkley W R Corp	4,759	$349,643
UAL	United Airlines Holdings, Inc.	4,390	$349,575
CARR	CARRIER GLOBAL Corp	4,703	$344,212
ORLY	O Reilly Automotive Inc	3,668	$330,596
PCG	PG&E Corp	23,546	$328,231
F	Ford Motor Co	29,877	$324,165
PRMB	Primo Brands Corp	10,863	$321,762
LRCX	Lam Research Corp	3,219	$313,337
SILA	Sila Realty Trust, Inc.	12,977	$307,165
WTFC	Wintrust Financial Corp	2,473	$306,602
HUBB	Hubbell Inc	714	$291,604
CAH	Cardinal Health Inc	1,625	$273,000
TYL	Tyler Technologies Inc	456	$270,335
MRK	Merck & Co., Inc.	3,407	$269,698
WM	Waste Management Inc	1,163	$266,117
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

106 positions · $96,234,400 total · as of Sep 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 106 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	78,262	-1,208	$27,819,793	+14.8%	28.91%
AAPL	Apple Inc. Technology	Added	36,222	+3,016	$9,223,207	+35.4%	9.58%
MSFT	Microsoft Corp Technology	Added	13,290	+2,049	$6,883,555	+23.1%	7.15%
JNJ	Johnson & Johnson Healthcare	Reduced	13,905	-100	$2,578,265	+20.5%	2.68%
GOOGL	Alphabet Inc. Communication Services	Added	9,763	+1,678	$2,373,385	+66.6%	2.47%
NEE	Nextera Energy Inc Utilities	Added	28,917	+1,791	$2,182,944	+15.9%	2.27%
NVDA	Nvidia Corp Technology	Added	8,214	+4,297	$1,532,568	+147.6%	1.59%
NOC	Northrop Grumman Corp /De/ Industrials	Held	1,860	0	$1,133,335	+21.9%	1.18%
XOM	Exxon Mobil Corp Energy	Added	9,855	+2,376	$1,111,151	+37.8%	1.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,921	+2,528	$1,080,503	+105.8%	1.12%
VLTO	Veralto Corp Industrials	Added	10,096	+4,110	$1,076,334	+78.1%	1.12%
XYL	Xylem Inc. Industrials	Added	6,991	+1,058	$1,031,172	+34.4%	1.07%
TTEK	Tetra Tech Inc Industrials	Added	30,211	+11,754	$1,008,443	+51.9%	1.05%
UNH	Unitedhealth Group Inc Healthcare	Added	2,909	+323	$1,004,477	+24.5%	1.04%
WTRG	Essential Utilities, Inc. Utilities	Added	23,933	+11,972	$954,926	+115.0%	0.99%
AWK	American Water Works Company, Inc. Utilities	Added	6,595	+3,239	$917,958	+96.6%	0.95%
NVO	Novo Nordisk A S Healthcare	Reduced	16,113	-1,000	$894,110	−24.3%	0.93%
PNR	PENTAIR plc Industrials	Added	7,861	+2,823	$870,684	+68.3%	0.90%
AAON	Aaon, Inc. Industrials	Reduced	9,074	-445	$847,874	+20.8%	0.88%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,628	+50	$828,950	+10.9%	0.86%
HON	Honeywell International Inc Industrials	Added	3,760	+906	$782,354	+19.1%	0.81%
IBM	International Business Machines Corp Technology	Added	2,693	+623	$759,856	+24.5%	0.79%
STN	Stantec Inc Industrials	Added	6,897	+1,636	$743,496	+30.0%	0.77%
CNM	Core & Main, Inc. Industrials	Added	13,439	+3,189	$723,421	+16.9%	0.75%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,418	-400	$712,885	−19.3%	0.74%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	5,865	+1,354	$585,385	+38.1%	0.61%
META	Meta Platforms, Inc. Communication Services	Added	791	+652	$580,894	+466.2%	0.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,751	+780	$576,341	+21.8%	0.60%
WMS	Advanced Drainage Systems, Inc. Industrials	Added	4,130	+1,610	$572,831	+97.9%	0.60%
AVGO	Broadcom Inc. Technology	Added	1,688	+1,563	$556,888	+1516.2%	0.58%
SWIM	Latham Group, Inc. Industrials	Added	72,789	+41,784	$553,924	+180.0%	0.58%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,824	+161	$509,424	+35.3%	0.53%
ED	Consolidated Edison Inc Utilities	Added	5,026	+2,794	$505,213	+125.6%	0.52%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,222	+728	$495,142	+173.4%	0.51%
QQQ	Invesco Qqq Trust, Series 1	Held	794	0	$476,693	+8.8%	0.50%
CWT	California Water Service Group Utilities	Added	10,306	+5,845	$472,942	+133.1%	0.49%
J	Jacobs Solutions Inc. Industrials	Added	3,114	+401	$466,664	+30.9%	0.48%
WTTR	Select Water Solutions, Inc. Energy	Added	43,374	+27,692	$463,668	+242.2%	0.48%
NVS	Novartis AG Healthcare	Added	3,607	+316	$462,561	+16.2%	0.48%
KKR	KKR & Co. Inc. Financial Services	Held	3,551	0	$461,452	−2.3%	0.48%
HTO	H2o America Utilities	Added	9,441	+6,235	$459,776	+176.0%	0.48%
WMT	Walmart Inc. Consumer Defensive	Added	4,249	+2,956	$437,901	+246.4%	0.46%
DE	Deere & Co Industrials	Reduced	955	-256	$436,683	−29.1%	0.45%
TSLA	Tesla, Inc. Consumer Cyclical	Added	971	+854	$431,823	+1061.9%	0.45%
VMC	Vulcan Materials CO Basic Materials	Added	1,362	+838	$418,978	+206.6%	0.44%
AWR	American States Water Co Utilities	Added	5,636	+3,036	$413,231	+107.3%	0.43%
AXP	American Express Co Financial Services	Held	1,161	0	$385,637	+4.1%	0.40%
HSBC	Hsbc Holdings PLC Financial Services	Added	5,358	+468	$380,310	+27.9%	0.40%
MS	Morgan Stanley Financial Services	Reduced	2,365	-49	$375,940	+10.6%	0.39%
GS	Goldman Sachs Group Inc Financial Services	Added	462	+413	$367,913	+960.9%	0.38%