GHE, LLC — 13F Holdings & Portfolio

CIK 1910179 · latest 13F-HR filed 2026-07-30

GHE, LLC manages $264.9M in 13F-reported U.S. long-equity assets across 57 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (54.93%), PCN (3.06%), MPC (2.68%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 31, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
40 SOUTH MAIN ST.
SUITE 1720
MEMPHIS, TN 38103
Phone
(901) 327-2788
Filing Manager
GHE, LLC
MEMPHIS, TN
Signatory
Samuel Lyman
Compliance Consultant
Loading holdings…
AUM

$264.9M

Long-equity book

Holdings

57

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+3 / −1 / ↑31 / ↓10

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORP$15.1M +11.5%
  • STATE STREET SPDR S&P MIDCAP 400 ETF TRUST$2.5M +424.9%
  • ARISTA NETWORKS INC$1.3M +33.9%
  • CISCO SYS INC$1.0M +47.3%
  • QUALCOMM INC$985.9K +39.9%
Show all 31

Top Trims

  • ADOBE INC-$874.5K -17.3%
  • STARBUCKS CORP-$661.8K -22.5%
  • MCDONALDS CORP-$436.4K -12.0%
  • ULTA BEAUTY INC-$400.7K -16.4%
  • COSTCO WHSL CORP NEW-$358.2K -6.6%
Show all 10

New Positions

  • ISHARES TR IBOXX INV CP ETF$545.4K
  • APPLOVIN CORPORATION - Cl A$257.6K
  • INVESCO BULLETSHARES 2028 CORP BOND ETF$203.6K
Show all 3

Exited Positions

  • EBAY INC$1.2M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORP NVDA 67066G104 $145.5M 54.93% 727,326 SH
2 PIMCO CORPORATE & INCOME PCN 72200U100 $8.1M 3.06% 678,497 SH
3 MARATHON PETE CORP MPC 56585A102 $7.1M 2.68% 27,809 SH
4 MOODYS CORP MCO 615369105 $6.3M 2.36% 13,821 SH
5 AMERICAN EXPRESS CO AXP 025816109 $5.5M 2.09% 16,354 SH
6 ARISTA NETWORKS INC ANET 040413106 $5.2M 1.95% 30,436 SH
7 COSTCO WHSL CORP NEW COST 22160K105 $5.0M 1.90% 5,385 SH
8 PROGRESSIVE CORP OH PGR 743315103 $4.6M 1.74% 21,085 SH
9 S&P GLOBAL INC SPGI 78409V104 $4.6M 1.73% 11,234 SH
10 LOWES COS INC LOW 548661107 $4.2M 1.60% 19,229 SH
11 ADOBE INC ADBE 00724F101 $4.2M 1.57% 20,334 SH
12 QUALCOMM INC QCOM 747525103 $3.5M 1.30% 18,708 SH
13 AUTOMATIC DATA PROCESSIN ADP 053015103 $3.3M 1.25% 14,846 SH
14 MCDONALDS CORP MCD 580135101 $3.2M 1.21% 11,817 SH
15 CISCO SYS INC CSCO 17275R102 $3.1M 1.18% 26,664 SH
16 STATE STREET SPDR S&P MIDCAP 400 ETF TRUST MDY 78467Y107 $3.1M 1.16% 30,067 SH
17 D R HORTON INC DHI 23331A109 $2.9M 1.10% 17,893 SH
18 BOOKING HLDGS INC 098571108 $2.5M 0.94% 14,007 SH
19 MSCI INC MSCI 55354G100 $2.4M 0.92% 4,348 SH
20 JOHNSON & JOHNSON JNJ 478160104 $2.4M 0.89% 9,306 SH
21 STARBUCKS CORP SBUX 855244109 $2.3M 0.86% 3,249 SH
22 CHUBB LTD F 171232101 $2.3M 0.86% 6,696 SH
23 ULTA BEAUTY INC ULTA 90384S303 $2.0M 0.77% 4,529 SH
24 MARRIOTT INTL INC NEW CLASS CLASS A MAR 571903202 $1.9M 0.71% 5,103 SH
25 T ROWE PRICE GROUP INC TROW 74144T108 $1.8M 0.70% 16,197 SH
26 KB HOME KBH 48666K109 $1.8M 0.69% 29,399 SH
27 BEAZER HOMES USA INC BZH 07556Q881 $1.8M 0.68% 64,554 SH
28 PAYCHEX INC PAYX 704326107 $1.8M 0.68% 18,332 SH
29 ISHARES MSCI EMERGING MARKETS ETF EEM 464287234 $1.6M 0.61% 23,481 SH
30 COLGATE PALMOLIVE CO CL 194162103 $1.5M 0.58% 16,893 SH
31 PEPSICO INC PEP 713448108 $1.5M 0.55% 10,832 SH
32 E L F BEAUTY INC ELF 268561103 $1.4M 0.55% 19,524 SH
33 BEST BUY INC BBY 086516101 $1.3M 0.49% 17,218 SH
34 TRINET GROUP INC TNET 896288107 $1.2M 0.46% 24,595 SH
35 EXPEDIA GROUP INC EXPE 30212P303 $1.2M 0.45% 4,654 SH
36 HOLBROOK INCOME I EIPI 90213U230 $1.2M 0.45% 121,462 SH
37 ABBOTT LABS ABT 002824100 $1.1M 0.43% 12,577 SH
38 PAYPAL HLDGS INC PYPL 70450Y103 $1.1M 0.40% 24,708 SH
39 PROCTER & GAMBLE CO PG 742718109 $1.0M 0.39% 7,103 SH
40 SYSCO CORP SYY 871829107 $996.9K 0.38% 11,927 SH
41 GOLDMAN SACHS GROUP INC GS 38141G104 $857.6K 0.32% 848 SH
42 DOUBLELINE INCOME SOLUTI DSL 258622109 $646.5K 0.24% 58,450 SH
43 PIMCO CORPORATE & INCOME PTY 72201B101 $618.9K 0.23% 51,450 SH
44 SEI INVTS CO SEIC 784117103 $583.6K 0.22% 6,654 SH
45 ISHARES TR IBOXX INV CP ETF LQD 464287242 $545.4K 0.21% 5,000 SH
46 APPLE INC AAPL 037833100 $498.6K 0.19% 1,723 SH
47 SIMON PPTY GROUP INC NEW REIT SPG 828806109 $497.8K 0.19% 2,226 SH
48 HOME DEPOT INC HD 437076102 $455.0K 0.17% 1,290 SH
49 Covista, Inc. CVSA 00737L103 $390.8K 0.15% 3,135 SH
50 INVESCO BULLETSHARES 2026 CORP BOND ETF BSCQ 46138J791 $370.9K 0.14% 19,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $264.9M 57 0001910179-26-000004
2026-03-31 2026-05-04 $240.7M 55 0001910179-26-000003
2026-03-31 2026-05-04 $240.7M 54 0001910179-26-000002