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GKV Capital Management Co., Inc.

Q1 2026 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    88

  • Value ($000)

    $266,629

  • Date Filed
    05/21/2026
  • Form type
    restatement
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$33.52M
13 %

192,204

A
AVGO

BROADCOM INC

COM
11135F101
$15.77M
6 %

50,936

L
LLY

ELI LILLY & CO

COM
532457108
$12.78M
5 %

13,892

M
MSFT

MICROSOFT CORP

COM
594918104
$11.79M
4 %

31,859

W
WMT

WALMART INC

COM
931142103
$9.32M
4 %

74,975

C
COST

COSTCO WHOLESALE CORPORATION

COM
22160K105
$8.69M
3 %

8,717

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$8.13M
3 %

18,888

A
AAPL

APPLE INC

COM
037833100
$7.9M
3 %

31,146

O
ORLY

OREILLY AUTOMOTIVE INC

COM
67103H107
$7.01M
3 %

75,961

P
POWL

POWELL INDS INC

COM
739128106
$6.99M
3 %

12,911

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