GHE, LLC

Q3 2025 13F Holdings

  • Location
    memphis, TN
  • Num holdings

    34

  • Value ($000)

    $247,600

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001910179
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORP COM

COMM
67066G104
$149.08 M
60 %

798,996

PCN
PCN

PIMCO CORPORATE & INCOME OPP F COM

MF
72200U100
$8.38 M
3 %

626,007

ADBE
ADBE

ADOBE INC COM

COMM
00724F101
$7.16 M
3 %

20,301

MCO
MCO

MOODYS CORP COM

COMM
615369105
$6.67 M
3 %

14,000

AXP
AXP

AMERICAN EXPRESS

COMM
025816109
$5.75 M
2 %

17,302

MPC
MPC

MARATHON PETROLEUM CORP COM

COMM
56585A102
$5.73 M
2 %

29,729

SPGI
SPGI

S&P GLOBAL INC COM

COMM
78409V104
$5.54 M
2 %

11,381

PGR
PGR

PROGRESSIVE CORP (OHIO) COM

COMM
743315103
$5.39 M
2 %

21,838

LOW
LOW

LOWE'S COMPANIES INC COM

COMM
548661107
$4.95 M
2 %

19,699

ANET
ANET

ARISTA NETWORKS

COMM
040413106
$4.70 M
2 %

32,268

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