GHE, LLC

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

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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: $247.6M34 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES COM	COMM	$1.7M	0.7%	12,823 SH	New
ADOBE INC COM	COMM	$7.2M	2.9%	20,301 SH	New
AMERICAN EXPRESS	COMM	$5.7M	2.3%	17,302 SH	New
ARISTA NETWORKS	COMM	$4.7M	1.9%	32,268 SH	New
AUTOMATIC DATA PROCESSING INC COM	COMM	$4.2M	1.7%	14,397 SH	New
BEAZER HOMES USA INC COM	COMM	$1.7M	0.7%	68,551 SH	New
BEST BUY CO INC COM	COMM	$1.4M	0.6%	18,738 SH	New
CISCO SYSTEMS INC COM	COMM	$1.9M	0.8%	28,492 SH	New
COLGATE-PALMOLIVE CO COM	COMM	$1.4M	0.6%	17,756 SH	New
DOUBLELINE INCOME SOLUTIONS FD COM	Fund	$583K	0.2%	47,476 SH	New
DR HORTON INC COM	COMM	$3.2M	1.3%	18,720 SH	New
E L F BEAUTY	COMM	$2.4M	1.0%	18,462 SH	New
EBAY INC COM	COMM	$1.2M	0.5%	13,344 SH	New
INVESCO EXCHANGE TRADED SELF I BULSHS 2026	ETF	$235K	0.1%	12,000 SH	New
ISHARES TRUST MSCI EMG MKT ETF	ETF	$1.3M	0.5%	23,481 SH	New
KB HOME COM	COMM	$2.0M	0.8%	30,983 SH	New
LOWE'S COMPANIES INC COM	COMM	$5.0M	2.0%	19,699 SH	New
MARATHON PETROLEUM CORP COM	COMM	$5.7M	2.3%	29,729 SH	New
MCDONALD'S CORPORATION COM	COMM	$3.7M	1.5%	12,051 SH	New
MOODYS CORP COM	COMM	$6.7M	2.7%	14,000 SH	New
NVIDIA CORP COM	COMM	$149.1M	60.2%	798,996 SH	New
PAYCHEX INC COM	COMM	$2.2M	0.9%	17,547 SH	New
PAYPAL HOLDINGS INC COM	COMM	$1.8M	0.7%	26,540 SH	New
PEPSICO INC COM	COMM	$1.5M	0.6%	10,994 SH	New
PIMCO CORPORATE & INCOME OPP F COM	MF	$8.4M	3.4%	626,007 SH	New
PIMCO DYNAMIC INCOME CF	MF	$341K	0.1%	17,200 SH	New
PIMCO FUNDS COM	MF	$743K	0.3%	51,450 SH	New
PROGRESSIVE CORP (OHIO) COM	COMM	$5.4M	2.2%	21,838 SH	New
QUALCOMM INC COM	COMM	$3.3M	1.3%	19,621 SH	New
S&P GLOBAL INC COM	COMM	$5.5M	2.2%	11,381 SH	New
STARBUCKS CORP COM	COMM	$2.9M	1.2%	34,029 SH	New
SYSCO CORP COM	COMM	$1.1M	0.4%	13,018 SH	New
T ROWE PRICE GROUPS COM	COMM	$1.7M	0.7%	16,808 SH	New
TRINET GROUP INC COM	CL A	$1.7M	0.7%	25,917 SH	New

Sold (vs prior filing)

ABBOTT LABS — $1.1M
ADOBE INC — $4.2M
AMERICAN EXPRESS CO — $5.5M
APPLE INC — $499K
APPLOVIN CORPORATION - Cl A — $258K
ARISTA NETWORKS INC — $5.2M
AUTOMATIC DATA PROCESSIN — $3.3M
BEAZER HOMES USA INC — $1.8M
BERKSHIRE HATHAWAY CLASS B — $250K
BEST BUY INC — $1.3M
BOOKING HLDGS INC — $2.5M
CHEGG INC — $13K
CHUBB LTD F — $2.3M
CISCO SYS INC — $3.1M
COLGATE PALMOLIVE CO — $1.5M
COSTCO WHSL CORP NEW — $5.0M
Covista, Inc. — $391K
D R HORTON INC — $2.9M
DOUBLELINE INCOME SOLUTI — $646K
E L F BEAUTY INC — $1.4M
… and 36 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