GHE, LLC
Q2 2025 13F Holdings
- Locationmemphis, TN
- Num holdings
35
- Value ($000)
$223,200
- Date Filed09/04/2025
- Form type13F-HR
- CIK0001910179
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORP COM | COMM | 67066G104 | $127.11M | 57 % | 804,517 | ||
ADBE ADOBE INC COM | COMM | 00724F101 | $7.86M | 4 % | 20,321 | ||
PCN PIMCO CORPORATE & INCOME OPP F COM | MF | 72200U100 | $7.72M | 4 % | 608,299 | ||
MCO MOODYS CORP COM | COMM | 615369105 | $7.17M | 3 % | 14,295 | ||
SPGI S&P GLOBAL INC COM | COMM | 78409V104 | $6.05M | 3 % | 11,481 | ||
PGR PROGRESSIVE CORP (OHIO) COM | COMM | 743315103 | $5.85M | 3 % | 21,921 | ||
AXP AMERICAN EXPRESS | COMM | 025816109 | $5.51M | 3 % | 17,287 | ||
MPC MARATHON PETROLEUM CORP COM | COMM | 56585A102 | $4.98M | 2 % | 29,974 | ||
AUDP AUTOMATIC DATA PROCESSING INC COM | COMM | 053015103 | $4.49M | 2 % | 14,546 | ||
LOW LOWE'S COMPANIES INC COM | COMM | 548661107 | $4.39M | 2 % | 19,789 |
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