Ghe, LLC
Ghe, LLC reported 57 holdings worth US$265M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Ghe, LLC reported 57 holdings worth US$265M as of Jun 30, 2026. Largest: Nvidia Corporation, Marathon Petroleum Corporation and Moody's Corporation. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$265M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 727K | US$146M | 54.9% |
| Marathon Petroleum Corporation | 27,809 | US$7.11M | 2.7% |
| Moody's Corporation | 13,821 | US$6.26M | 2.4% |
| American Express Company | 16,354 | US$5.53M | 2.1% |
| Arista Networks, Inc. | 30,436 | US$5.17M | 2.0% |
| Costco Wholesale Corporation | 5,385 | US$5.04M | 1.9% |
| Progressive Corporation (the) | 21,085 | US$4.61M | 1.7% |
| S&p Global Inc. | 11,234 | US$4.58M | 1.7% |
| Lowe's Companies, Inc. | 19,229 | US$4.24M | 1.6% |
| Adobe Inc. | 20,334 | US$4.17M | 1.6% |
| Qualcomm Incorporated | 18,708 | US$3.46M | 1.3% |
| Automatic Data Processing, Inc. | 14,846 | US$3.32M | 1.3% |
| Mcdonald's Corporation | 11,817 | US$3.19M | 1.2% |
| Cisco Systems, Inc. | 26,664 | US$3.13M | 1.2% |
| D.r. Horton, Inc. | 17,893 | US$2.91M | 1.1% |
| Msci Inc. | 4,348 | US$2.44M | 0.92% |
| Johnson & Johnson | 9,306 | US$2.36M | 0.89% |
| Starbucks Corporation | 3,249 | US$2.29M | 0.86% |
| Ulta Beauty, Inc. | 4,529 | US$2.04M | 0.77% |
| Marriott International | 5,103 | US$1.89M | 0.71% |
| T. Rowe Price Group, Inc. | 16,197 | US$1.84M | 0.70% |
| Kb Home | 29,399 | US$1.84M | 0.69% |
| Beazer Homes Usa, Inc. | 64,554 | US$1.81M | 0.68% |
| Paychex, Inc. | 18,332 | US$1.8M | 0.68% |
| Colgate-palmolive Company | 16,893 | US$1.55M | 0.58% |
| Pepsico, Inc. | 10,832 | US$1.47M | 0.55% |
| Best Buy Co., Inc. | 17,218 | US$1.31M | 0.49% |
| Trinet Group, Inc. | 24,595 | US$1.22M | 0.46% |
| Expedia Group, Inc. | 4,654 | US$1.19M | 0.45% |
| Abbott Laboratories | 12,577 | US$1.14M | 0.43% |
| Paypal Holdings, Inc. | 24,708 | US$1.07M | 0.40% |
| Procter & Gamble Company (the) | 7,103 | US$1.04M | 0.39% |
| Sysco Corporation | 11,927 | US$997K | 0.38% |
| Goldman Sachs Group, Inc. (the) | 848 | US$858K | 0.32% |
| Sei Investments Company | 6,654 | US$584K | 0.22% |
| Apple Inc | 1,723 | US$499K | 0.19% |
| Simon Property Group, Inc. | 2,226 | US$498K | 0.19% |
| Home Depot, Inc. (the) | 1,290 | US$455K | 0.17% |
| Covista Inc. | 3,135 | US$391K | 0.15% |
| Applovin Corporation | 500 | US$258K | 0.10% |
| Berkshire Hathaway Inc. | 500 | US$250K | 0.09% |
| Chegg, Inc. | 13,069 | US$13,200 | <0.01% |
| Ebay Inc. | 0 | US$0 | 0.00% |
Source
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