Ghe, LLC Reduced Holdings in Q2 2025

Ghe, LLC

  • $221 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
-4.64K
- 17.48%
$255.27 - $288.74 $1.19M - $1.34M
21.9K $5.85M
ADBE
Adobe Inc.

Technology
-3.15K
- 13.41%
$340.0 - $420.68 $1.07M - $1.32M
20.3K $7.86M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.7K
- 15.74%
$210.83 - $235.28 $779K - $870K
19.8K $4.39M
SBUX
Starbucks Corp

Consumer Cyclical
-8.24K
- 19.4%
$79.69 - $99.41 $656K - $819K
34.2K $3.13M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.25K
- 15.72%
$285.55 - $321.23 $644K - $724K
12.1K $3.53M
ADP
Automatic Data Processing Inc

Industrials
-2.7K
- 15.67%
$276.76 - $326.81 $748K - $883K
14.5K $4.49M
SPGI
S&P Global Inc.

Financial Services
-1.83K
- 13.73%
$438.31 - $527.29 $801K - $963K
11.5K $6.05M
PAYX
Paychex Inc

Industrials
-3.53K
- 16.69%
$137.01 - $159.78 $484K - $564K
17.6K $2.56M
TNET
Trinet Group, Inc.

Industrials
-6.34K
- 19.63%
$72.67 - $86.45 $461K - $548K
26K $1.9M
MPC
Marathon Petroleum Corp

Energy
-8.52K
- 22.13%
$118.55 - $170.08 $1.01M - $1.45M
30K $4.98M
PEP
Pepsico Inc

Consumer Defensive
-1.61K
- 12.6%
$128.02 - $151.37 $205K - $243K
11.1K $1.47M
DHI
Horton D R Inc

Consumer Cyclical
-3.07K
- 14.04%
$115.1 - $129.63 $353K - $398K
18.8K $2.42M
CL
Colgate Palmolive CO

Consumer Defensive
-3.15K
- 15.06%
$87.57 - $96.0 $276K - $303K
17.8K $1.62M
KBH
Kb Home

Consumer Cyclical
-2.13K
- 6.47%
$50.15 - $58.93 $107K - $125K
30.8K $1.63M
BBY
Best Buy CO Inc

Consumer Cyclical
-1.9K
- 9.22%
$56.17 - $75.73 $106K - $144K
18.7K $1.25M
QCOM
Qualcomm Inc

Technology
-2.37K
- 10.8%
$124.66 - $159.48 $296K - $379K
19.6K $3.12M
ABT
Abbott Laboratories

Healthcare
-2.17K
- 14.43%
$123.95 - $138.08 $269K - $299K
12.9K $1.75M
SYY
Sysco Corp

Consumer Defensive
-3.12K
- 19.12%
$68.0 - $75.91 $212K - $237K
13.2K $998K
TROW
Price T Rowe Group Inc

Financial Services
-2.49K
- 12.88%
$80.27 - $98.06 $200K - $245K
16.9K $1.63M
EBAY
Ebay Inc

Consumer Cyclical
-3.19K
- 19.19%
$59.52 - $79.36 $190K - $253K
13.5K $1M
CSCO
Cisco Systems, Inc.

Technology
-4.87K
- 14.73%
$53.19 - $69.38 $259K - $338K
28.2K $1.96M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.68K
- 9.22%
$57.41 - $74.81 $154K - $201K
26.4K $1.96M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
-1.84K
- 2.6%
$17.94 - $23.34 $32.9K - $42.8K
68.8K $1.54M
NVDA
Nvidia Corp

Technology
-10.4K
- 1.28%
$94.31 - $157.99 $985K - $1.65M
805K $127M
Activity Summary
Buys All Purchases 7 New Holdings 0 Increased Positions 7 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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