Holdings
Ghe, LLC
As of Jun 30, 2026, Ghe, LLC reported 42 positions worth US$241M. Largest: Nvidia Corporation, Marathon Petroleum Corporation and Moody's Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 727K | US$146M | −20,760 | Jun 30, 2026 |
| Marathon Petroleum Corporation | 27,809 | US$7.11M | −704 | Jun 30, 2026 |
| Moody's Corporation | 13,821 | US$6.26M | +220 | Jun 30, 2026 |
| American Express Company | 16,354 | US$5.53M | −428 | Jun 30, 2026 |
| Arista Networks, Inc. | 30,436 | US$5.17M | −1,011 | Jun 30, 2026 |
| Costco Wholesale Corporation | 5,385 | US$5.04M | −30 | Jun 30, 2026 |
| Progressive Corporation (the) | 21,085 | US$4.61M | −323 | Jun 30, 2026 |
| S&p Global Inc. | 11,234 | US$4.58M | +173 | Jun 30, 2026 |
| Lowe's Companies, Inc. | 19,229 | US$4.24M | +280 | Jun 30, 2026 |
| Adobe Inc. | 20,334 | US$4.17M | −414 | Jun 30, 2026 |