GHE, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 748K | $130.47M |
 | BZH | 66K | $1.27M |
 | SBUX | 33K | $2.95M |
 | KBH | 30K | $1.56M |
 | MPC | 29K | $6.96M |
 | CSCO | 27K | $2.13M |
 | PYPL | 26K | $1.19M |
 | TNET | 26K | $935.96K |
 | PGR | 21K | $4.24M |
 | ADBE | 21K | $5.04M |
 | QCOM | 19K | $2.47M |
 | LOW | 19K | $4.48M |
 | DHI | 19K | $2.54M |
 | BBY | 18K | $1.18M |
 | PAYX | 18K | $1.63M |
 | AXP | 17K | $5.08M |
 | TROW | 17K | $1.49M |
 | CL | 15K | $1.30M |
 | ADP | 14K | $2.91M |
 | MCO | 14K | $5.93M |
NVIDIA Corporation
NVDA
Shares Held
748K
Value
$130.47M
Beazer Homes USA, Inc.
BZH
Shares Held
66K
Value
$1.27M
Starbucks Corporation
SBUX
Shares Held
33K
Value
$2.95M
KB Home
KBH
Shares Held
30K
Value
$1.56M
Marathon Petroleum Corporation
MPC
Shares Held
29K
Value
$6.96M
Cisco Systems, Inc.
CSCO
Shares Held
27K
Value
$2.13M
PayPal Holdings, Inc.
PYPL
Shares Held
26K
Value
$1.19M
TriNet Group, Inc.
TNET
Shares Held
26K
Value
$935.96K
The Progressive Corporation
PGR
Shares Held
21K
Value
$4.24M
Adobe Inc.
ADBE
Shares Held
21K
Value
$5.04M
QUALCOMM Incorporated
QCOM
Shares Held
19K
Value
$2.47M
Lowe's Companies, Inc.
LOW
Shares Held
19K
Value
$4.48M
D.R. Horton, Inc.
DHI
Shares Held
19K
Value
$2.54M
Best Buy Co., Inc.
BBY
Shares Held
18K
Value
$1.18M
Paychex, Inc.
PAYX
Shares Held
18K
Value
$1.63M
American Express Company
AXP
Shares Held
17K
Value
$5.08M
T. Rowe Price Group, Inc.
TROW
Shares Held
17K
Value
$1.49M
Colgate-Palmolive Company
CL
Shares Held
15K
Value
$1.30M
Automatic Data Processing, Inc.
ADP
Shares Held
14K
Value
$2.91M
Moody's Corporation
MCO
Shares Held
14K
Value
$5.93M