Ghe, LLC Top Holdings and 13F Report (2025) About Ghe, LLCInvestment ActivityGhe, LLC has $252.32 thousand in total holdings as of December 31, 2024.Ghe, LLC owns shares of 56 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 3.04% of the portfolio was purchased this quarter.About 1.25% of the portfolio was sold this quarter.This quarter, Ghe, LLC has purchased 55 new stocks and bought additional shares in 32 stocks.Ghe, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $114,469Adobe $10,484Moody's $7,840PIMCO Corporate & Income Strategy Fund $7,516S&P Global $6,725 Largest New Holdings this Quarter Apple $200 HoldingPIMCO Dynamic Income Fund $193 Holding Largest Purchases this Quarter Arista Networks 21,597 shares (about $2.39K)PIMCO Corporate & Income Strategy Fund 104,001 shares (about $1.40K)Adobe 670 shares (about $297.93)TriNet Group 3,091 shares (about $280.55)Ulta Beauty 620 shares (about $269.69) Largest Sales this Quarter NVIDIA 15,703 shares (about $2.11K)Progressive 973 shares (about $233.14)Lowe's Companies 641 shares (about $158.21)Starbucks 1,472 shares (about $134.31)BLOCK INC COM CL A 870 shares (about $73.85) Sector Allocation Over TimeMap of 500 Largest Holdings ofGhe, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$114,469$2,109 ▼-1.8%852,39945.4%Computer and TechnologyADBEAdobe$10,484$298 ▲2.9%23,5774.2%Computer and TechnologyMCOMoody's$7,840$109 ▲1.4%16,5623.1%FinancePCNPIMCO Corporate & Income Strategy Fund$7,516$1,396 ▲22.8%560,0563.0%Financial ServicesSPGIS&P Global$6,725$136 ▲2.1%13,5042.7%Business ServicesPGRProgressive$6,569$233 ▼-3.4%27,4152.6%FinanceCOSTCostco Wholesale$6,084$151 ▲2.5%6,6402.4%Retail/WholesaleLOWLowe's Companies$5,885$158 ▼-2.6%23,8442.3%Retail/WholesaleMPCMarathon Petroleum$5,381$93 ▲1.8%38,5722.1%EnergyADPAutomatic Data Processing$5,160$16 ▼-0.3%17,6282.0%Business ServicesAXPAmerican Express$5,052$133 ▲2.7%17,0212.0%FinanceMCDMcDonald's$4,255$39 ▲0.9%14,6771.7%Retail/WholesaleSBUXStarbucks$3,953$134 ▼-3.3%43,3231.6%Retail/WholesaleBOOKING HOLDINGS INC COM$3,721$60 ▲1.6%7491.5%COMMQCOMQUALCOMM$3,440$45 ▲1.3%22,3961.4%Computer and TechnologyMSCIMSCI$3,402$119 ▲3.6%5,6701.3%FinanceANETArista Networks$3,136$2,387 ▲319.0%28,3681.2%Computer and TechnologyPAYXPaychex$2,996$14 ▲0.5%21,3651.2%Business ServicesDHID.R. Horton$2,987$182 ▲6.5%21,3641.2%ConstructionTNETTriNet Group$2,865$281 ▲10.9%31,5651.1%Business ServicesPYPLPayPal$2,408$107 ▲4.7%28,2141.0%Computer and TechnologyCHUBB LIMITED COM$2,314$49 ▲2.2%8,3750.9%COMMTROWT. Rowe Price Group$2,212$14 ▼-0.6%19,5590.9%FinanceKBHKB Home$2,119$134 ▲6.8%32,2390.8%ConstructionCSCOCisco Systems$2,023$6 ▼-0.3%34,1790.8%Computer and TechnologyPEPPepsiCo$1,946$104 ▲5.6%12,7990.8%Consumer StaplesCLColgate-Palmolive$1,935$32 ▲1.7%21,2880.8%Consumer StaplesMARMarriott International$1,928$102 ▲5.6%6,9130.8%Consumer DiscretionaryBZHBeazer Homes USA$1,916$133 ▲7.5%69,7780.8%ConstructionULTAUlta Beauty$1,773$270 ▲17.9%4,0760.7%Retail/WholesaleE L F BEAUTY$1,724$212 ▲14.0%13,7340.7%COMMABTAbbott Laboratories$1,718$81 ▲5.0%15,1900.7%MedicalJNJJohnson & Johnson$1,695$50 ▼-2.9%11,7190.7%MedicalBBYBest Buy$1,644$68 ▲4.3%19,1630.7%Retail/WholesalePGProcter & Gamble$1,490$27 ▲1.9%8,8870.6%Consumer StaplesSYYSysco$1,256$45 ▲3.7%16,4230.5%Consumer StaplesEXPEExpedia Group$1,248$2 ▲0.1%6,6980.5%Retail/WholesaleEBAYeBay$1,055$22 ▼-2.1%17,0280.4%Retail/WholesaleGSThe Goldman Sachs Group$981$6 ▼-0.6%1,7130.4%FinanceEEMiShares MSCI Emerging Markets ETF$9530.0%22,7930.4%FinanceSEICSEI Investments$753$15 ▲2.0%9,1260.3%FinancePTYPIMCO Corporate & Income Opportunity Fund$732$249 ▲51.4%50,9500.3%FinanceSPGSimon Property Group$6260.0%3,6330.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$5700.0%1,0000.2%ETFHDHome Depot$5020.0%1,2900.2%Retail/WholesaleDSLDoubleLine Income Solutions Fund$480$202 ▲72.5%38,2000.2%Financial ServicesBLOCK INC COM CL A$365$74 ▼-16.8%4,3000.1%CL ATIPiShares TIPS Bond ETF$3640.0%3,4120.1%ETFATGEAdtalem Global Education$327$15 ▼-4.3%3,5950.1%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$2920.0%2,2850.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$2330.0%12,0000.1%ETFSTRAStrategic Education$220$17 ▼-7.1%2,3510.1%Consumer DiscretionaryAAPLApple$200$200 ▲New Holding8000.1%Computer and TechnologyPDIPIMCO Dynamic Income Fund$193$193 ▲New Holding10,5000.1%Financial ServicesWFCWells Fargo & Company$1770.0%2,5180.1%FinanceCHGGChegg$25$0 ▼-1.6%15,7930.0%Computer and TechnologyWLYJohn Wiley & Sons$0$296 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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