GHE, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 911K | $169.90M |
 | BZH | 71K | $1.43M |
 | SBUX | 37K | $3.08M |
 | KBH | 33K | $1.86M |
 | MPC | 32K | $5.18M |
 | CSCO | 30K | $2.35M |
 | PYPL | 28K | $1.64M |
 | TNET | 27K | $1.61M |
 | QCOM | 24K | $4.09M |
 | PGR | 24K | $5.43M |
 | ADBE | 23K | $8.16M |
 | BBY | 21K | $1.39M |
 | LOW | 21K | $4.99M |
 | DHI | 21K | $2.96M |
 | CL | 20K | $1.56M |
 | PAYX | 20K | $2.19M |
 | TROW | 19K | $1.93M |
 | AXP | 18K | $6.66M |
 | ADP | 16K | $4.22M |
 | MCO | 16K | $8.17M |
NVIDIA Corporation
NVDA
Shares Held
911K
Value
$169.90M
Beazer Homes USA, Inc.
BZH
Shares Held
71K
Value
$1.43M
Starbucks Corporation
SBUX
Shares Held
37K
Value
$3.08M
KB Home
KBH
Shares Held
33K
Value
$1.86M
Marathon Petroleum Corporation
MPC
Shares Held
32K
Value
$5.18M
Cisco Systems, Inc.
CSCO
Shares Held
30K
Value
$2.35M
PayPal Holdings, Inc.
PYPL
Shares Held
28K
Value
$1.64M
TriNet Group, Inc.
TNET
Shares Held
27K
Value
$1.61M
QUALCOMM Incorporated
QCOM
Shares Held
24K
Value
$4.09M
The Progressive Corporation
PGR
Shares Held
24K
Value
$5.43M
Adobe Inc.
ADBE
Shares Held
23K
Value
$8.16M
Best Buy Co., Inc.
BBY
Shares Held
21K
Value
$1.39M
Lowe's Companies, Inc.
LOW
Shares Held
21K
Value
$4.99M
D.R. Horton, Inc.
DHI
Shares Held
21K
Value
$2.96M
Colgate-Palmolive Company
CL
Shares Held
20K
Value
$1.56M
Paychex, Inc.
PAYX
Shares Held
20K
Value
$2.19M
T. Rowe Price Group, Inc.
TROW
Shares Held
19K
Value
$1.93M
American Express Company
AXP
Shares Held
18K
Value
$6.66M
Automatic Data Processing, Inc.
ADP
Shares Held
16K
Value
$4.22M
Moody's Corporation
MCO
Shares Held
16K
Value
$8.17M