13F Filings History of GHE, LLC
- Latest 13F filing
- Q2 2026 - 30 Jul 2026
- Latest reported 13F value
- $259,567,008
- Largest 13F holdings
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NVDA PCN MPC MCO AXP ANET COST PGR SPGI LOW ADBE QCOM
+8 more
ADP MCD CSCO DHI BOOKING HLDGS INC MSCI JNJ CB - Form 13F summary
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- GHE, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- GHE, LLC reported 57 equity holdings with a total reported market value of $259,567,008 for Q2 2026. Top reported holdings included NVDA, PCN, MPC, MCO, and AXP.
- Manager signature
- Samuel Lyman - Compliance Consultant
- Manager location
- Memphis, TN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$259,567,008
Quarter delta
+$18,892,217
Accepted
30 Jul 2026, 11:33
Rows shown
1-19 of 19
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 57 | $259,567,008 | +$5,561,080 | -$7,134,528 | -$1,573,448 | NVDA, PCN, MPC, MCO, AXP | 13F-HR | 30 Jul 2026, 11:33 |
| Q1 2026 | 55 | $240,674,791 | +$711,841 | -$41,415,890 | -$40,704,049 | NVDA, PCN, MPC, MCO, COST | Restatement | 04 May 2026, 14:01 |
| Q4 2025 | 54 | $301,788,610 | +$58,541,884 | $0 | +$58,541,884 | NVDA, MCO, ADBE, PCN, AXP | 13F-HR | 09 Feb 2026, 16:50 |
| Q3 2025 | 34 | $247,600,476 | +$341,634 | -$1,529,507 | -$1,187,873 | NVDA, PCN, ADBE, MCO, AXP | 13F-HR | 13 Nov 2025, 13:16 |
| Q2 2025 | 35 | $223,199,731 | +$1,453,396 | -$42,587,874 | -$41,134,478 | NVDA, ADBE, PCN, MCO, SPGI | 13F-HR | 04 Sep 2025, 19:18 |
| Q1 2025 | 56 | $221,051,000 | +$1,011,587 | -$5,842,398 | -$4,830,811 | NVDA, ADBE, PCN, MCO, PGR | 13F-HR | 06 May 2025, 16:07 |
| Q4 2024 | 56 | $252,317,000 | +$5,993,521 | -$2,779,024 | +$3,214,497 | NVDA, ADBE, MCO, PCN, SPGI | Restatement | 03 Mar 2025, 17:20 |
| Q3 2024 | 55 | $258,088,000 | +$12,814,643 | -$33,799,026 | -$20,984,383 | NVDA, ADBE, MCO, PGR, SPGI | 13F-HR | 05 Nov 2024, 13:31 |
| Q2 2024 | 52 | $249,308,000 | +$121,997,674 | -$428,183 | +$121,569,491 | NVDA, ADBE, MCO, MPC, PGR | 13F-HR | 08 Aug 2024, 12:04 |
| Q1 2024 | 53 | $216,324,000 | +$554,571 | -$167,208 | +$387,363 | NVDA, ADBE, MPC, MCO, LOW | 13F-HR | 29 Apr 2024, 12:52 |
| Q4 2023 | 53 | $158,515,000 | +$1,010,310 | -$2,565,468 | -$1,555,158 | NVDA, ADBE, MCO, MPC, LOW | 13F-HR | 02 Feb 2024, 12:38 |
| Q3 2023 | 55 | $147,729,000 | +$3,032,044 | -$3,504,239 | -$472,195 | NVDA, ADBE, MPC, MCO, LOW | 13F-HR | 06 Nov 2023, 13:26 |
| Q2 2023 | 55 | $146,353,372 | +$5,020,672 | -$5,157,918 | -$137,246 | NVDA, ADBE, MCO, LOW, SPGI | 13F-HR | 31 Jul 2023, 16:39 |
| Q1 2023 | 55 | $126,938,917 | +$874,462 | -$721,068 | +$153,394 | NVDA, ADBE, MPC, MCO, LOW | 13F-HR | 09 May 2023, 14:12 |
| Q4 2022 | 55 | $106,431,000 | +$4,041,078 | -$5,525,997 | -$1,484,919 | NVDA, ADBE, LOW, MCO, SBUX | 13F-HR | 07 Feb 2023, 17:05 |
| Q3 2022 | 54 | $85,667,000 | +$19,822,309 | -$2,064,938 | +$17,757,371 | NVDA, ADBE, LOW, MCO, SYY | 13F-HR | 14 Nov 2022, 15:26 |
| Q2 2022 | 50 | $33,334,000 | $0 | $0 | $0 | LOW, SBUX, ADP, MCD, MPC | 13F-HR | 20 Jul 2022, 17:06 |
| Q1 2022 | 52 | $119,811,000 | +$9,679,443 | -$6,998,976 | +$2,680,467 | NVDA, ADBE, SPGI, MCO, LOW | 13F-HR | 06 May 2022, 14:21 |
| Q4 2021 | 53 | $130,019,000 | $0 | $0 | $0 | NVDA, ADBE, LOW, SPGI, MCO | 13F-HR | 09 Feb 2022, 17:37 |