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Samuel Lyman

Ghe, Llc

Assets Managed
$240.675M
Holdings
55
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
-20.25%(2Q avg: 0.82%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ghe, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Ghe, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 240.675M in assets, with a quarterly growth rate of -20.25% and a 2-quarter average growth rate of 0.82%. The portfolio is managed by Samuel Lyman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -17.88%
54.21%
$130.466M
748,086 shares@ $174.4 avg price
PCN
Pimco Corporate & Income Str
Recent Activity
Increased 3.76%
3.22%
$7.73M
649,542 shares@ $11.9 avg price
MPC
Marathon Petroleum Corp
Recent Activity
Decreased -10.45%
2.9%
$6.962M
28,513 shares@ $244.18 avg price
MCO
Moody's Corp
Recent Activity
Decreased -14.99%
2.47%
$5.933M
13,601 shares@ $436.25 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -11.7%
2.25%
$5.396M
5,415 shares@ $996.43 avg price
AXP
American Express Co
Recent Activity
Decreased -6.77%
2.11%
$5.076M
16,782 shares@ $302.48 avg price
ADBE
Adobe Inc
Recent Activity
Decreased -10.95%
2.1%
$5.043M
20,748 shares@ $243.09 avg price
SPGI
S&p Global Inc
Recent Activity
Decreased -7.67%
1.96%
$4.705M
11,061 shares@ $425.35 avg price
LOW
Lowe's Cos Inc
Recent Activity
Decreased -8.45%
1.87%
$4.477M
18,949 shares@ $236.29 avg price
PGR
Progressive Corp
Recent Activity
Decreased -10.19%
1.77%
$4.244M
21,408 shares@ $198.25 avg price

1-10 of 55