13F Insight
DOSSIER · 13F-HR · Q2 2026

GHE, LLC

$265M in tracked AUM across 57 positions as of Q2 2026.

GL
CIK 0001910179 · last filed Jun 30, 2026
Total AUM
$265M
as of Q2 2026
Holdings
57
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

GHE, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$146M727K54.9%02
PCN
PIMCO CORPORATE & INCOME
$8M678K3.1%03
MPC
MARATHON PETE CORP
$7M28K2.7%04
MCO
MOODYS CORP
$6M14K2.4%05
AXP
AMERICAN EXPRESS CO
$6M16K2.1%06
ANETEUR
ARISTA NETWORKS INC
$5M30K2.0%07
COST
COSTCO WHSL CORP NEW
$5M5K1.9%08
PGR
PROGRESSIVE CORP OH
$5M21K1.7%09
SPGI
S&P GLOBAL INC
$5M11K1.7%10
LOW
LOWES COS INC
$4M19K1.6%

Filing history

2026Q2Jun 30
$265M▲ 10.1%
57 positionsView →2026Q1Mar 31
$241M▼ 12.5%
55 positionsView →2025Q4Dec 31
$275M▲ 11.1%
54 positionsView →2025Q3Sep 30
$248M▲ 10.9%
34 positionsView →2025Q2Jun 30
$223M▲ 1.0%
35 positionsLocked2025Q1Mar 31
$221M▼ 12.4%
56 positionsLocked2024Q4Dec 31
$252M▼ 5.5%
56 positionsLocked2024Q3Sep 30
$267M▲ 7.1%
55 positionsLocked2024Q2Jun 30
$249M▲ 15.2%
52 positionsLocked2024Q1Mar 31
$216M▲ 31.0%
53 positionsLocked2023Q4Dec 31
$165M▲ 11.8%
53 positionsLocked2023Q3Sep 30
$148M▼ 1.0%
55 positionsLocked
Showing 12 of 19