1y return+14.4%S&P 500 +20.9%
3y return+120.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2022: $345 against $209 in the S&P 500.2
Ghe, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $145.5M | 54.9% | −2.8% |
| PCNPimco Corporate & Income | $8.1M | 3.1% | +4.5% |
| MPCMarathon Pete Corp | $7.1M | 2.7% | −2.5% |
| MCOMoodys Corp | $6.3M | 2.4% | +1.6% |
| AXPAmerican Express Co | $5.5M | 2.1% | −2.6% |
| Arista Networks IncCUSIP 040413106 | $5.2M | 2.0% | −3.2% |
| COSTCostco Whsl Corp New | $5.0M | 1.9% | |
| PGRProgressive Corp Oh | $4.6M | 1.7% | −1.5% |
| SPGIS&p Global Inc | $4.6M | 1.7% | +1.6% |
| LOWLowes Cos Inc | $4.2M | 1.6% | +1.5% |
| ADBEAdobe Inc | $4.2M | 1.6% | −2.0% |
| QCOMQualcomm Inc | $3.5M | 1.3% | −2.5% |
| ADPAutomatic Data Processin | $3.3M | 1.3% | +3.7% |
| MCDMcdonalds Corp | $3.2M | 1.2% | +1.2% |
| CSCOCisco Sys Inc | $3.1M | 1.2% | −2.7% |
| MDYState Street Spdr S&p Midcap 400 Etf Trust | $3.1M | 1.2% | +3068.3% |
| DHID R Horton Inc | $2.9M | 1.1% | −3.4% |
| Booking Hldgs IncCUSIP 098571108 | $2.5M | 0.9% | +2387.9% |
| MSCIMsci Inc | $2.4M | 0.9% | −1.8% |
| JNJJohnson & Johnson | $2.4M | 0.9% | −1.1% |
| SBUXStarbucks Corp | $2.3M | 0.9% | −90.1% |
| Chubb Ltd FCUSIP 171232101 | $2.3M | 0.9% | |
| ULTAUlta Beauty Inc | $2.0M | 0.8% | −3.1% |
| MARMarriott Intl Inc New Class Class A | $1.9M | 0.7% | −2.6% |
| TROWT Rowe Price Group Inc | $1.8M | 0.7% | −1.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | December 31, 2021 | +580.3% | $145.5M |
| MPCMarathon Pete Corp | December 31, 2021 | +299.6% | $7.1M |
| EEMIshares Msci Emerging Markets Etf | September 30, 2022 | +96.1% | $1.6M |
| PGRProgressive Corp Oh | March 31, 2022 | +91.6% | $4.6M |
| CSCOCisco Sys Inc | December 31, 2021 | +85.4% | $3.1M |
| Arista Networks IncCUSIP 040413106 | September 30, 2024 | +77.0% | $5.2M |
| DHID R Horton Inc | December 31, 2021 | +50.2% | $2.9M |
| KBHKb Home | December 31, 2021 | +39.9% | $1.8M |
| AXPAmerican Express Co | September 30, 2024 | +24.7% | $5.5M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $2.4M |
Sold off last quarter
- EBAYEbay Inc was $1.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | −6.5% | −4.6% |
| December 31, 2025 | −1.4% | +2.4% |
| September 30, 2025 | +11.5% | +7.8% |
| June 30, 2025 | +20.1% | +10.5% |
| March 31, 2025 | −10.3% | −4.6% |
| December 31, 2024 | +2.4% | +2.1% |
| September 30, 2024 | +3.3% | +5.4% |
| June 30, 2024 | +15.4% | +4.0% |
| March 31, 2024 | +31.7% | +10.0% |
| December 31, 2023 | +12.1% | +11.2% |
| September 30, 2023 | −0.6% | −3.6% |
| June 30, 2023 | +17.3% | +8.3% |
| March 31, 2023 | +19.9% | +7.0% |
| December 31, 2022 | +11.1% | +7.1% |
| June 30, 2022 | −23.1% | −16.5% |
| March 31, 2022 | −10.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ghe, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1910179&type=13F-HR&dateb=&owner=include&count=40CIK 1910179
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1910179/000191017926000004/Filed July 30, 2026 · accession 0001910179-26-000004