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GHE, LLC

Q4 2025 13F Holdings

  • Location
    memphis, TN
  • Num holdings

    54

  • Value ($000)

    $301,789

  • Date Filed
    02/09/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORP COM

COMM
67066G104
$169.9M
56 %

910,996

M
MCO

MOODYS CORP COM

COMM
615369105
$8.17M
3 %

16,000

A
ADBE

ADOBE INC COM

COMM
00724F101
$8.16M
3 %

23,301

P
PCN

PIMCO CORPORATE & INCOME OPP F COM

MF
72200U100
$7.99M
3 %

626,007

A
AXP

AMERICAN EXPRESS

COMM
025816109
$6.66M
2 %

18,002

S
SPGI

S&P GLOBAL INC COM

COMM
78409V104
$6.26M
2 %

11,981

P
PGR

PROGRESSIVE CORP (OHIO) COM

COMM
743315103
$5.43M
2 %

23,838

C
COST

COSTCO WHOLESALE CORP COM

COMM
22160K105
$5.29M
2 %

6,133

M
MPC

MARATHON PETROLEUM CORP COM

COMM
56585A102
$5.18M
2 %

31,843

L
LOW

LOWES COMPANIES INC COM

COMM
548661107
$4.99M
2 %

20,699

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