GHE, LLC

CIK 0001910179 • 7 13F filings • May 6, 2025 – Jul 30, 2026

Import this data to Google Sheets with:

=jivedata("ghe-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: GHE, LLC, Compliance Consultant
Address: 40 SOUTH MAIN ST., SUITE 1720, MEMPHIS, TN, 38103
Phone: 7209231728
AUM: $301.8M

AUM over time

$264.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $223.2M35 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES COM	COMM	$1.7M	0.8%	12,858 SH	New
ADOBE INC COM	COMM	$7.9M	3.5%	20,321 SH	New
AMERICAN EXPRESS	COMM	$5.5M	2.5%	17,287 SH	New
ARISTA NETWORKS	COMM	$3.3M	1.5%	32,462 SH	New
AUTOMATIC DATA PROCESSING INC COM	COMM	$4.5M	2.0%	14,546 SH	New
BEAZER HOMES USA INC COM	COMM	$1.5M	0.7%	68,802 SH	New
BEST BUY CO INC COM	COMM	$1.3M	0.6%	18,654 SH	New
CHEGG INC COM	COMM	$19K	0.0%	15,293 SH	New
CISCO SYSTEMS INC COM	COMM	$2.0M	0.9%	28,222 SH	New
COLGATE-PALMOLIVE CO COM	COMM	$1.6M	0.7%	17,782 SH	New
DOUBLELINE INCOME SOLUTIONS FD COM	Fund	$581K	0.3%	47,476 SH	New
DR HORTON INC COM	COMM	$2.4M	1.1%	18,791 SH	New
E L F BEAUTY	COMM	$2.3M	1.0%	18,524 SH	New
EBAY INC COM	COMM	$1.0M	0.4%	13,450 SH	New
INVESCO EXCHANGE TRADED SELF I BULSHS 2026	ETF	$234K	0.1%	12,000 SH	New
ISHARES TRUST MSCI EMG MKT ETF	ETF	$1.1M	0.5%	22,543 SH	New
KB HOME COM	COMM	$1.6M	0.7%	30,771 SH	New
LOWE'S COMPANIES INC COM	COMM	$4.4M	2.0%	19,789 SH	New
MARATHON PETROLEUM CORP COM	COMM	$5.0M	2.2%	29,974 SH	New
MCDONALD'S CORPORATION COM	COMM	$3.5M	1.6%	12,086 SH	New
MOODYS CORP COM	COMM	$7.2M	3.2%	14,295 SH	New
NVIDIA CORP COM	COMM	$127.1M	56.9%	804,517 SH	New
PAYCHEX INC COM	COMM	$2.6M	1.1%	17,625 SH	New
PAYPAL HOLDINGS INC COM	COMM	$2.0M	0.9%	26,411 SH	New
PEPSICO INC COM	COMM	$1.5M	0.7%	11,132 SH	New
PIMCO CORPORATE & INCOME OPP F COM	MF	$7.7M	3.5%	608,299 SH	New
PIMCO DYNAMIC INCOME CF	MF	$326K	0.1%	17,200 SH	New
PIMCO FUNDS COM	MF	$716K	0.3%	51,450 SH	New
PROGRESSIVE CORP (OHIO) COM	COMM	$5.8M	2.6%	21,921 SH	New
QUALCOMM INC COM	COMM	$3.1M	1.4%	19,605 SH	New
S&P GLOBAL INC COM	COMM	$6.1M	2.7%	11,481 SH	New
STARBUCKS CORP COM	COMM	$3.1M	1.4%	34,205 SH	New
SYSCO CORP COM	COMM	$999K	0.4%	13,187 SH	New
T ROWE PRICE GROUPS COM	COMM	$1.6M	0.7%	16,871 SH	New
TRINET GROUP INC COM	CL A	$1.9M	0.9%	25,981 SH	New

Sold (vs prior filing)

ABBOTT LABS — $1.3M
ADOBE INC — $5.0M
AMERICAN EXPRESS CO — $5.1M
APPLE INC — $437K
ARISTA NETWORKS INC — $3.9M
AUTOMATIC DATA PROCESSIN — $2.9M
BEAZER HOMES USA INC — $1.3M
BERKSHIRE HATHAWAY CLASS B — $240K
BEST BUY INC — $1.2M
BOOKING HLDGS INC — $2.4M
CHEGG INC — $10K
CHUBB LTD F — $2.2M
CISCO SYS INC — $2.1M
COLGATE PALMOLIVE CO — $1.3M
COSTCO WHSL CORP NEW — $5.4M
Covista, Inc. — $392K
D R HORTON INC — $2.5M
DOUBLELINE INCOME SOLUTI — $634K
E L F BEAUTY INC — $1.1M
EBAY INC — $1.2M
… and 34 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001910179-26-000001	$301.8M	View
Nov 13, 2025	Q3 2025	13F-HR	0001910179-25-000007	$247.6M	View
Jul 30, 2026	Q2 2026