GKV Capital Management Co., Inc. — 13F Holdings & Portfolio

CIK 2052321 · latest 13F-HR filed 2026-07-23

GKV Capital Management Co., Inc. manages $309.9M in 13F-reported U.S. long-equity assets across 83 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (12.45%), AVGO (6.31%), LLY (5.39%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 9, added to 51, and trimmed 16.

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
1350 TREAT BLVD.
SUITE 260
WALNUT CREEK, CA 94597
Phone
(925) 627-8680
Filing Manager
GKV Capital Management Co., Inc.
WALNUT CREEK, CA
Signatory
Kelly Myers
Compliance Consultant
Loading holdings…
AUM

$309.9M

Long-equity book

Holdings

83

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+4 / −9 / ↑51 / ↓16

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION$5.1M +15.1%
  • POWELL INDS INC$4.2M +59.8%
  • ELI LILLY & CO$3.9M +30.7%
  • BROADCOM INC$3.8M +24.1%
  • MICRON TECHNOLOGY INC$3.7M +284.8%
Show all 51

Top Trims

  • SPDR GOLD TR-$2.2M -26.9%
  • OREILLY AUTOMOTIVE INC-$830.9K -11.8%
  • CHEVRON CORPORATION-$573.2K -18.9%
  • VERIZON COMMUNICATIONS INC-$539.1K -11.9%
  • EXXON MOBIL CORP-$537.0K -21.2%
Show all 16

New Positions

  • HONEYWELL INTL INC$537.4K
  • HONEYWELL AEROSPACE INC$530.6K
  • INVESCO QQQ TR$258.5K
  • GOLDMAN SACHS ETF TR$213.4K
Show all 4

Exited Positions

  • ALIBABA GROUP HLDG LTD$3.1M
  • SALESFORCE INC$2.5M
  • HONEYWELL INTL INC$1.2M
  • MERCADOLIBRE INC$663.9K
  • STRYKER CORPORATION$262.9K
Show all 9
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 CORPORATION NVDA 67066G104 $38.6M 12.45% 192,805 SH
2 BROADCOM INC AVGO 11135F101 $19.6M 6.31% 51,777 SH
3 ELI LILLY & CO LLY 532457108 $16.7M 5.39% 13,926 SH
4 MICROSOFT CORP MSFT 594918104 $11.9M 3.82% 31,771 SH
5 POWELL INDS INC POWL 739128106 $11.2M 3.60% 38,989 SH
6 APPLE INC AAPL 037833100 $9.0M 2.90% 31,068 SH
7 ALPHABET INC GOOGL 02079K305 $8.9M 2.87% 24,906 SH
8 WALMART INC WMT 931142103 $8.9M 2.86% 78,385 SH
9 ARISTA NETWORKS INC ANET 040413205 $8.4M 2.70% 49,300 SH
10 COSTCO WHOLESALE CORPORATION COST 22160K105 $8.2M 2.66% 8,800 SH
11 QUANTA SVCS INC PWR 74762E102 $8.0M 2.57% 11,057 SH
12 OREILLY AUTOMOTIVE INC ORLY 67103H107 $6.2M 1.99% 67,120 SH
13 AMAZON COM INC AMZN 023135106 $6.1M 1.96% 25,453 SH
14 CORNING INC GLW 219350105 $6.0M 1.94% 23,555 SH
15 RTX CORPORATION RTX 75513E101 $6.0M 1.93% 31,527 SH
16 SPDR GOLD TR GLD 78463V107 $5.9M 1.92% 16,123 SH
17 VISA INC V 92826C839 $5.8M 1.88% 16,972 SH
18 TJX COS INC NEW TJX 872540109 $5.7M 1.84% 37,717 SH
19 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $5.5M 1.77% 11,518 SH
20 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $5.4M 1.74% 5,577 SH
21 MICRON TECHNOLOGY INC MU 595112103 $5.0M 1.62% 4,341 SH
22 AMGEN INC AMGN 031162100 $4.8M 1.53% 13,128 SH
23 MONOLITHIC PWR SYS INC MPWR 609839105 $4.2M 1.36% 3,060 SH
24 VERIZON COMMUNICATIONS INC VZ 92343V104 $4.0M 1.29% 94,085 SH
25 BARCLAYS PLC BCS 06738E204 $3.9M 1.27% 146,923 SH
26 JPMORGAN CHASE & CO JPM 46625H100 $3.8M 1.23% 11,642 SH
27 TRANSDIGM GROUP INC TDG 893641100 $3.7M 1.20% 2,782 SH
28 CITIGROUP INC C 172967424 $3.6M 1.15% 25,458 SH
29 GOLDMAN SACHS GROUP INC GS 38141G104 $3.5M 1.14% 3,488 SH
30 ASML HLDG NV ASML N07059210 $3.3M 1.06% 1,658 SH
31 CATERPILLAR INC CAT 149123101 $3.0M 0.97% 2,814 SH
32 ABBVIE INC ABBV 00287Y109 $2.9M 0.95% 11,679 SH
33 ADVANCED MICRO DEVICES INC AMD 007903107 $2.9M 0.93% 4,977 SH
34 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $2.9M 0.92% 5,761 SH
35 EMBRAER S.A. EMBJ 29082A107 $2.8M 0.91% 44,380 SH
36 DEERE & CO DE 244199105 $2.6M 0.85% 4,157 SH
37 ALPHABET INC GOOG 02079K107 $2.5M 0.81% 7,146 SH
38 APPLIED MATLS INC AMAT 038222105 $2.5M 0.81% 3,467 SH
39 NETFLIX INC. NFLX 64110L106 $2.5M 0.80% 34,556 SH
40 CHEVRON CORPORATION CVX 166764100 $2.5M 0.79% 14,853 SH
41 MARRIOTT INTL INC NEW MAR 571903202 $2.3M 0.73% 6,129 SH
42 LINDE PLC LIN G54950103 $2.3M 0.73% 4,374 SH
43 THERMO FISHER SCIENTIFIC INC TMO 883556102 $2.2M 0.71% 4,415 SH
44 MARTIN MARIETTA MATLS INC MLM 573284106 $2.2M 0.71% 3,816 SH
45 BLACKROCK INC BLK 09290D101 $2.2M 0.70% 2,251 SH
46 ASTRAZENECA PLC AZN G0593M107 $2.1M 0.68% 11,245 SH
47 EXXON MOBIL CORP XOM 30231G102 $2.0M 0.64% 14,603 SH
48 META PLATFORMS INC META 30303M102 $1.9M 0.60% 3,297 SH
49 IDEXX LABS INC IDXX 45168D104 $1.4M 0.45% 2,650 SH
50 ISHARES TR IVV 464287200 $1.4M 0.44% 1,824 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $309.9M 83 0002052321-26-000004
2026-03-31 2026-05-14 $201.3M 165 0002052321-26-000002
2026-03-31 2026-05-21 $266.6M 88 0002052321-26-000003
2025-12-31 2026-02-10 $267.2M 88 0002052321-26-000001
2025-09-30 2025-10-29 $253.2M 86 0002052321-25-000008