GHE, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 799K | $149.08M |
 | BZH | 69K | $1.68M |
 | SBUX | 34K | $2.88M |
 | KBH | 31K | $1.97M |
 | MPC | 30K | $5.73M |
 | CSCO | 28K | $1.95M |
 | PYPL | 27K | $1.78M |
 | TNET | 26K | $1.73M |
 | PGR | 22K | $5.39M |
 | ADBE | 20K | $7.16M |
 | LOW | 20K | $4.95M |
 | QCOM | 20K | $3.26M |
 | BBY | 19K | $1.42M |
 | DHI | 19K | $3.17M |
 | CL | 18K | $1.42M |
 | PAYX | 18K | $2.22M |
 | AXP | 17K | $5.75M |
 | TROW | 17K | $1.73M |
 | ADP | 14K | $4.23M |
 | MCO | 14K | $6.67M |
NVIDIA Corporation
NVDA
Shares Held
799K
Value
$149.08M
Beazer Homes USA, Inc.
BZH
Shares Held
69K
Value
$1.68M
Starbucks Corporation
SBUX
Shares Held
34K
Value
$2.88M
KB Home
KBH
Shares Held
31K
Value
$1.97M
Marathon Petroleum Corporation
MPC
Shares Held
30K
Value
$5.73M
Cisco Systems, Inc.
CSCO
Shares Held
28K
Value
$1.95M
PayPal Holdings, Inc.
PYPL
Shares Held
27K
Value
$1.78M
TriNet Group, Inc.
TNET
Shares Held
26K
Value
$1.73M
The Progressive Corporation
PGR
Shares Held
22K
Value
$5.39M
Adobe Inc.
ADBE
Shares Held
20K
Value
$7.16M
Lowe's Companies, Inc.
LOW
Shares Held
20K
Value
$4.95M
QUALCOMM Incorporated
QCOM
Shares Held
20K
Value
$3.26M
Best Buy Co., Inc.
BBY
Shares Held
19K
Value
$1.42M
D.R. Horton, Inc.
DHI
Shares Held
19K
Value
$3.17M
Colgate-Palmolive Company
CL
Shares Held
18K
Value
$1.42M
Paychex, Inc.
PAYX
Shares Held
18K
Value
$2.22M
American Express Company
AXP
Shares Held
17K
Value
$5.75M
T. Rowe Price Group, Inc.
TROW
Shares Held
17K
Value
$1.73M
Automatic Data Processing, Inc.
ADP
Shares Held
14K
Value
$4.23M
Moody's Corporation
MCO
Shares Held
14K
Value
$6.67M