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GKV Capital Management Co., Inc.

Q2 2026 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    83

  • Value ($000)

    $309,922

  • Date Filed
    07/23/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$38.58M
12 %

192,805

A
AVGO

BROADCOM INC

COM
11135F101
$19.56M
6 %

51,777

L
LLY

ELI LILLY & CO

COM
532457108
$16.7M
5 %

13,926

M
MSFT

MICROSOFT CORP

COM
594918104
$11.85M
4 %

31,771

P
POWL

POWELL INDS INC

COM
739128106
$11.16M
4 %

38,989

A
AAPL

APPLE INC

COM
037833100
$8.99M
3 %

31,068

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.9M
3 %

24,906

W
WMT

WALMART INC

COM
931142103
$8.88M
3 %

78,385

A
ANET

ARISTA NETWORKS INC

COM SHS
040413205
$8.38M
3 %

49,300

C
COST

COSTCO WHOLESALE CORPORATION

COM
22160K105
$8.23M
3 %

8,800

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