Ghe, LLC Top Holdings and 13F Report (2025) About Ghe, LLCInvestment ActivityGhe, LLC has $221.05 thousand in total holdings as of March 31, 2025.Ghe, LLC owns shares of 56 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 0.46% of the portfolio was purchased this quarter.About 2.64% of the portfolio was sold this quarter.This quarter, Ghe, LLC has purchased 56 new stocks and bought additional shares in 14 stocks.Ghe, LLC sold shares of 34 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $88,325Adobe $9,001PIMCO Corporate & Income Strategy Fund $7,693Moody's $7,612Progressive $7,518 Largest Purchases this Quarter Apple 992 shares (about $220.32)PIMCO Dynamic Income Fund 6,250 shares (about $123.88)Arista Networks 1,571 shares (about $121.74)Best Buy 1,386 shares (about $102.05)E L F BEAUTY 1,110 shares (about $69.69) Largest Sales this Quarter NVIDIA 37,440 shares (about $4.06K)Progressive 851 shares (about $240.85)Costco Wholesale 149 shares (about $140.92)Automatic Data Processing 380 shares (about $116.11)McDonald's 337 shares (about $105.26) Sector Allocation Over TimeMap of 500 Largest Holdings ofGhe, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$88,325$4,058 ▼-4.4%814,95940.0%Computer and TechnologyADBEAdobe$9,001$41 ▼-0.5%23,4694.1%Computer and TechnologyPCNPIMCO Corporate & Income Strategy Fund$7,693$48 ▲0.6%563,5563.5%Financial ServicesMCOMoody's$7,612$101 ▼-1.3%16,3453.4%FinancePGRProgressive$7,518$241 ▼-3.1%26,5643.4%FinanceSPGIS&P Global$6,762$100 ▼-1.5%13,3083.1%Business ServicesCOSTCostco Wholesale$6,139$141 ▼-2.2%6,4912.8%Retail/WholesaleMPCMarathon Petroleum$5,608$11 ▼-0.2%38,4942.5%EnergyLOWLowe's Companies$5,477$84 ▼-1.5%23,4852.5%Retail/WholesaleADPAutomatic Data Processing$5,270$116 ▼-2.2%17,2482.4%Business ServicesAXPAmerican Express$4,617$37 ▲0.8%17,1602.1%FinanceMCDMcDonald's$4,479$105 ▼-2.3%14,3402.0%Retail/WholesaleSBUXStarbucks$4,163$87 ▼-2.0%42,4401.9%Retail/WholesaleBOOKING HOLDINGS INC COM$3,381$69 ▼-2.0%7341.5%COMMQCOMQUALCOMM$3,376$64 ▼-1.9%21,9791.5%Computer and TechnologyPAYXPaychex$3,264$32 ▼-1.0%21,1571.5%Business ServicesMSCIMSCI$3,111$95 ▼-3.0%5,5021.4%FinanceDHID.R. Horton$2,779$63 ▲2.3%21,8591.3%ConstructionTNETTriNet Group$2,561$60 ▲2.4%32,3251.2%Business ServicesCHUBB LIMITED COM$2,485$44 ▼-1.7%8,2301.1%COMMANETArista Networks$2,320$122 ▲5.5%29,9391.0%Computer and TechnologyCSCOCisco Systems$2,042$67 ▼-3.2%33,0960.9%Computer and TechnologyABTAbbott Laboratories$1,993$22 ▼-1.1%15,0260.9%MedicalCLColgate-Palmolive$1,962$33 ▼-1.7%20,9360.9%Consumer StaplesKBHKB Home$1,912$38 ▲2.1%32,9000.9%ConstructionPEPPepsiCo$1,910$9 ▼-0.5%12,7370.9%Consumer StaplesPYPLPayPal$1,898$57 ▲3.1%29,0930.9%Computer and TechnologyJNJJohnson & Johnson$1,897$47 ▼-2.4%11,4380.9%MedicalTROWT. Rowe Price Group$1,779$18 ▼-1.0%19,3650.8%FinanceMARMarriott International$1,646$0 ▼0.0%6,9110.7%Consumer DiscretionaryBBYBest Buy$1,513$102 ▲7.2%20,5490.7%Retail/WholesaleULTAUlta Beauty$1,510$16 ▲1.1%4,1190.7%Retail/WholesalePGProcter & Gamble$1,485$29 ▼-1.9%8,7160.7%Consumer StaplesBZHBeazer Homes USA$1,440$18 ▲1.2%70,6370.7%ConstructionSYYSysco$1,223$9 ▼-0.7%16,3040.6%Consumer StaplesEBAYeBay$1,127$26 ▼-2.3%16,6430.5%Retail/WholesaleEXPEExpedia Group$1,080$46 ▼-4.1%6,4230.5%Retail/WholesaleE L F BEAUTY$932$70 ▲8.1%14,8440.4%COMMGSThe Goldman Sachs Group$912$23 ▼-2.5%1,6700.4%FinanceEEMiShares MSCI Emerging Markets ETF$770$9 ▼-1.1%22,5430.3%FinancePTYPIMCO Corporate & Income Opportunity Fund$7370.0%50,9500.3%FinanceSEICSEI Investments$662$46 ▼-6.5%8,5320.3%FinanceSPGSimon Property Group$6030.0%3,6330.3%FinanceMDYSPDR S&P MidCap 400 ETF Trust$5330.0%1,0000.2%ETFDSLDoubleLine Income Solutions Fund$4820.0%38,2000.2%Financial ServicesHDHome Depot$4730.0%1,2900.2%Retail/WholesaleAAPLApple$398$220 ▲124.0%1,7920.2%Computer and TechnologyATGEAdtalem Global Education$355$7 ▼-1.9%3,5250.2%Consumer DiscretionaryTIPiShares TIPS Bond ETF$350$29 ▼-7.5%3,1550.2%ETFPDIPIMCO Dynamic Income Fund$332$124 ▲59.5%16,7500.2%Financial ServicesVYMVanguard High Dividend Yield ETF$2950.0%2,2850.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$2340.0%12,0000.1%ETFBLOCK INC COM CL A$2340.0%4,3000.1%CL AWFCWells Fargo & Company$217$37 ▲20.3%3,0280.1%FinanceSTRAStrategic Education$164$34 ▼-17.0%1,9510.1%Consumer DiscretionaryCHGGChegg$10$0 ▼-3.2%15,2930.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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