Kelly Myers
Gkv Capital Management Co., Inc.
Assets Managed
$266.629M
Holdings
88
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-0.19%(2Q avg: 2.66%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Gkv Capital Management Co., Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 88 positions.
Assets under management
The assets under management (AUM) of Gkv Capital Management Co., Inc. 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 266.629M in assets, with a quarterly growth rate of -0.19% and a 2-quarter average growth rate of 2.66%. The portfolio is managed by Kelly Myers, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NVDA Nvidia Corp
| 12.58% | $33.52M 192,204 shares@ $174.41 avg price | Decreased -0.93% |
AVGO Broadcom Inc
| 5.92% | $15.765M 50,936 shares@ $309.51 avg price | Decreased -1.95% |
LLY Eli Lilly & Co
| 4.8% | $12.777M 13,892 shares@ $919.78 avg price | Decreased -4.65% |
MSFT Microsoft Corp
| 4.43% | $11.793M 31,859 shares@ $370.17 avg price | Decreased -0.64% |
WMT Walmart Inc
| 3.5% | $9.318M 74,975 shares@ $124.28 avg price | Increased 2.61% |
COST Costco Wholesale Corp
| 3.26% | $8.686M 8,717 shares@ $996.43 avg price | Decreased -0.69% |
GLD Spdr Gold Shares
| 3.05% | $8.127M 18,888 shares@ $430.3 avg price | Increased 0.68% |
AAPL Apple Inc
| 2.97% | $7.905M 31,146 shares@ $253.8 avg price | Increased 46.62% |
ORLY O'reilly Automotive Inc
| 2.63% | $7.012M 75,961 shares@ $92.32 avg price | Decreased -6.5% |
POWL Powell Industries Inc
| 2.63% | $6.986M 12,911 shares@ $541.09 avg price | Decreased -6.98% |
1-10 of 88