You're signed outSign in or to get full access.
Ghe, LLC
GHE, LLC is an institutional investment manager based in Memphis, Tennessee. The firm manages investments and files regular reports with the SEC as an investment adviser. Specific details about its founding date and number of employees are not publicly available. GHE, LLC primarily serves institutional clients through the management of publicly traded securities portfolios.
Investment Strategy
GHE, LLC files Form 13F with the SEC and manages a diversified portfolio of publicly traded equity and ETF holdings. Its strategy appears to focus on broad asset diversification among large-cap U.S. equities and exchange-traded funds across various sectors, seeking to balance risk and return for institutional clients. The most recent filings indicate holdings in major companies such as Simon Property Group, Cisco, Colgate-Palmolive, Costco, and numerous ETFs, suggesting an emphasis on blue-chip stocks and passive fund vehicles.
Latest 13F Filing Activity
Ghe, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 33 equity positions with a total 13F market value of $223M. The fund increased holdings in Nvidia Corp. Com, American Express, Ishares Trust Msci Emg MKT Etf among other positions. Ghe, LLC reduced exposure to Costco Wholesale Corp. Com, Msci Inc. Com, Johnson & Johnson Com among others.
Top Holdings
Equity Positions (33)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP COM | 56.95% | $127.1M | 804,517 | $25.66 | $157.99 | +$38.8M |
A ADBE | ADOBE INC COM | 3.52% | $7.9M | 20,321 | $476.51 | $386.88 | -$1.1M |
P PCN | PIMCO CORPORATE & INCOME OPP F COM | 3.46% | $7.7M | 608,299 | $13.31 | $12.69 | +$26.3K |
M MCO | MOODYS CORP COM | 3.21% | $7.2M | 14,295 | $336.07 | $501.59 | -$441.8K |
S SPGI | S&P GLOBAL INC COM | 2.71% | $6.1M | 11,481 | $396.65 | $527.29 | -$708.2K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more