GHE, LLC 13F Holdings

CIK 0001910179 · MEMPHIS, TN

As of Sep 30, 2025, GHE, LLC reported 34 positions worth $247.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology798,996 49.1M60.21%
PIMCO CORPORATE & INCM STRG FD COMPCN—626,007$8.4M3.38%
ADOBE INCADBETechnology20,301$7.2M2.89%
MOODYS CORPMCOFinancial Services14,000$6.7M2.69%
AMERICAN EXPRESS COAXPFinancial Services17,302$5.7M2.32%
MARATHON PETROLEUM CORPMPCEnergy29,729$5.7M2.31%
S&P GLOBAL INCSPGIFinancial Services11,381$5.5M2.24%
PROGRESSIVE CORPPGRFinancial Services21,838$5.4M2.18%
LOWES COMPANIES INCLOWConsumer Cyclical19,699$5.0M2.00%
ARISTA NETWORKS INCANETTechnology32,268$4.7M1.90%
AUTOMATIC DATA PROCESSING INCADPIndustrials14,397$4.2M1.71%
MCDONALDS CORPMCDConsumer Cyclical12,051$3.7M1.48%
QUALCOMM INCQCOMTechnology19,621$3.3M1.32%
HORTON D R INCDHIConsumer Cyclical18,720$3.2M1.28%
STARBUCKS CORPSBUXConsumer Cyclical34,029$2.9M1.16%
E L F BEAUTY——18,462$2.4M0.99%
PAYCHEX INCPAYXIndustrials17,547$2.2M0.90%
KB HOMEKBHConsumer Cyclical30,983$2.0M0.80%
CISCO SYSTEMS INCCSCOTechnology28,492 .9M0.79%
PAYPAL HOLDINGS INCPYPLFinancial Services26,540 .8M0.72%
TRINET GROUP INCTNETIndustrials25,917 .7M0.70%
PRICE T ROWE GROUP INCTROWFinancial Services16,808 .7M0.70%
ABBOTT LABORATORIESABTHealthcare12,823 .7M0.69%
BEAZER HOMES USA INCBZHConsumer Cyclical68,551 .7M0.68%
PEPSICO INCPEPConsumer Defensive10,994 .5M0.62%