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GHE, LLC

Q1 2026 13F Holdings

  • Location
    memphis, TN
  • Num holdings

    54

  • Value ($000)

    $240,665

  • Date Filed
    05/04/2026
  • Form type
    13F-HR
  • CIK
    0001910179
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORP

COMM
67066G104
$130.47M
54 %

748,086

P
PCN

PIMCO CORPORATE & INCOME

MF
72200U100
$7.73M
3 %

748,086

M
MPC

MARATHON PETE CORP

COMM
56585A102
$6.96M
3 %

649,542

M
MCO

MOODYS CORP

COMM
615369105
$5.93M
3 %

28,513

C
COST

COSTCO WHSL CORP NEW

COMM
22160K105
$5.4M
2 %

13,601

A
AXP

AMERICAN EXPRESS CO

COMM
025816109
$5.08M
2 %

5,415

A
ADBE

ADOBE INC

COMM
00724F101
$5.04M
2 %

16,782

S
SPGI

S&P GLOBAL INC

COMM
78409V104
$4.7M
2 %

20,748

L
LOW

LOWES COS INC

COMM
548661107
$4.48M
2 %

11,061

P
PGR

PROGRESSIVE CORP OH

COMM
743315103
$4.24M
2 %

18,949

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