GKV Capital Management Co., Inc.

Q2 2025 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    86

  • Value ($000)

    $226,085

  • Date Filed
    08/11/2025
  • Form type
    13F-HR
  • CIK
    0002052321
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$30.72M
14 %

194,467

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$15.98M
7 %

32,136

AVGO
AVGO

BROADCOM INC

COM
11135F101
$15.21M
7 %

55,170

LLY
LLY

ELI LILLY & CO

COM
532457108
$11.64M
5 %

14,929

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$8.74M
4 %

8,825

ORLY
ORLY

OREILLY AUTOMOTIVE INC

COM
67103H107
$7.45M
3 %

82,650

WMT
WMT

WALMART INC

COM
931142103
$7.07M
3 %

72,266

AMZN
AMZN

AMAZON COM INC

COM
023135106
$7.06M
3 %

32,172

V
V

VISA INC

COM CL A
92826C839
$6.04M
3 %

17,005

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$5.41M
2 %

17,752

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