GKV Capital Management Co., Inc.

Q1 2025 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    165

  • Value ($000)

    $201,289

  • Date Filed
    05/14/2025
  • Form type
    restatement
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$21.41M
11 %

197,567

LLY
LLY

ELI LILLY & CO

COM
532457108
$12.35M
6 %

14,954

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$12.11M
6 %

32,252

AVGO
AVGO

BROADCOM INC

COM
11135F101
$9.62M
5 %

57,470

AMZN
AMZN

AMAZON COM INC

COM
023135106
$8.43M
4 %

44,315

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$8.34M
4 %

8,820

ORLY
ORLY

OREILLY AUTOMOTIVE INC

COM
67103H107
$7.89M
4 %

5,510

WMT
WMT

WALMART INC

COM
931142103
$6.34M
3 %

72,266

V
V

VISA INC

COM CL A
92826C839
$5.96M
3 %

17,005

OKE
OKE

ONEOK INC NEW

COM
682680103
$4.88M
2 %

49,186

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