10,000+ stock pitches from top investors available on joinyellowbrick.com
GHE, LLC 13F Holdings
Holdings from the most recent 13F from GHE, LLC
Filed: 2022-02-09 (Q4 2021) | Holdings: 53 | Value: $130.3M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NVDA - NVIDIA CORPORATION COM | New Purchase | 23.43% | $30.5M | +617.87% | -32.30% | -18.12% | |
| ADBE - ADOBE SYSTEMS INCORPORATED COM | New Purchase | 8.22% | $10.7M | -30.42% | -22.64% | -26.98% | |
| LOW - LOWE'S COMPANIES INC COM | New Purchase | 4.52% | $5.9M | +13.35% | -16.38% | -7.65% | |
| SPGI - S&P GLOBAL INC COM | New Purchase | 4.31% | $5.6M | +26.29% | -17.86% | -8.23% | |
| MCO - MOODYS CORP COM | New Purchase | 4.16% | $5.4M | +47.28% | -17.01% | -10.05% | |
| SBUX - STARBUCKS CORP COM | New Purchase | 3.76% | $4.9M | -1.92% | -24.72% | +14.84% | |
| ADP - AUTOMATIC DATA PROCESSING INC COM | New Purchase | 2.70% | $3.5M | +46.63% | +2.97% | +11.04% | |
| MCD - MCDONALD'S CORPORATION COM | New Purchase | 2.67% | $3.5M | +28.81% | -4.47% | +3.75% | |
| PYPL - PAYPAL HLDGS INC COM | New Purchase | 2.57% | $3.4M | -42.60% | -35.21% | -33.52% | |
| COST - COSTCO WHOLESALE CORP COM | New Purchase | 2.44% | $3.2M | +87.16% | -3.57% | -3.34% | |
| QCOM - QUALCOMM INC COM | New Purchase | 2.31% | $3.0M | +2.46% | -23.42% | -26.55% | |
| PCN - PIMCO FUNDS COM | New Purchase | 2.21% | $2.9M | +19.58% | -7.71% | -4.32% | |
| N/A - PROGRESSIVE CORP (OHIO) COM | New Purchase | 2.12% | $2.8M | ||||
| N/A - PRICE T ROWE GROUPS COM | New Purchase | 2.00% | $2.6M | ||||
| MPC - MARATHON PETROLEUM CORP COM | New Purchase | 1.92% | $2.5M | +168.55% | +16.03% | +63.37% | |
| SQ - BLOCK INC COM CL A | New Purchase | 1.89% | $2.5M | -27.19% | -22.76% | -31.14% | |
| PAYX - PAYCHEX INC COM | New Purchase | 1.86% | $2.4M | +13.50% | -1.06% | -3.43% | |
| TNET - TRINET GROUP INC CL A | New Purchase | 1.71% | $2.2M | -25.63% | -6.77% | -10.53% | |
| MSCI - MSCI INC | New Purchase | 1.62% | $2.1M | +2.84% | -29.10% | +0.93% | |
| CSCO - CISCO SYSTEMS INC | New Purchase | 1.48% | $1.9M | +43.12% | -9.69% | -11.58% | |
| JNJ - JOHNSON & JOHNSON COM | New Purchase | 1.27% | $1.7M | +24.24% | +4.10% | -2.80% | |
| N/A - PEPSICO INC COM | New Purchase | 1.24% | $1.6M | ||||
| CL - COLGATE-PALMOLIVE CO COM | New Purchase | 1.18% | $1.5M | +6.15% | -4.06% | -6.20% | |
| ABT - ABBOTT LABORATORIES COM | New Purchase | 1.18% | $1.5M | +5.97% | -16.64% | -14.38% | |
| DHI - DR HORTON INC COM | New Purchase | 1.17% | $1.5M | +90.25% | -20.44% | +15.98% | |
| BBY - BEST BUY CO INC COM | New Purchase | 1.13% | $1.5M | -1.65% | -11.21% | -11.37% | |
| N/A - BOOKING HOLDINGS INC COM | New Purchase | 1.11% | $1.4M | ||||
| BZH - BEAZER HOMES USA INC | New Purchase | 1.06% | $1.4M | +41.11% | -15.85% | -12.05% | |
| CB1 - CHUBB LIMITED COM | New Purchase | 0.98% | $1.3M | +43.37% | -1.14% | +4.88% | |
| KBH - KB HOME COM | New Purchase | 0.96% | $1.2M | +66.75% | -16.60% | -4.75% | |
| PG - PROCTER & GAMBLE CO COM | New Purchase | 0.94% | $1.2M | +5.39% | -2.16% | -10.86% | |
| CHGG - CHEGG INC COM | New Purchase | 0.92% | $1.2M | -95.70% | -45.14% | -47.56% | |
| SYY - SYSCO CORP COM | New Purchase | 0.84% | $1.1M | +4.91% | +6.29% | -2.37% | |
| EEM - ISHARES TRUST MSCI EMG MKT ETF | New Purchase | 0.78% | $1.0M | +21.26% | -19.13% | -16.68% | |
| EXPE - EXPEDIA GROUP INC | New Purchase | 0.76% | $996.0K | +13.20% | -31.98% | -44.68% | |
| EBAY - EBAY INC. COM | New Purchase | 0.76% | $986.0K | +75.71% | -17.99% | -17.66% | |
| MAN - MANPOWERGROUP INC COM | New Purchase | 0.65% | $852.0K | -65.59% | -17.58% | -16.86% | |
| MAR - MARRIOTT INTERNATIONAL INC COM | New Purchase | 0.61% | $793.0K | +64.24% | -1.64% | +0.90% | |
| GS - GOLDMAN SACHS GROUP INC COM | New Purchase | 0.57% | $741.0K | +132.23% | -17.45% | +2.52% | |
| WBA - WALGREENS BOOTS ALLIANCE INC | New Purchase | 0.53% | $691.0K | -12.10% | -23.17% | ||
| SPG - SIMON PROPERTY GROUP INC | New Purchase | 0.42% | $541.0K | +54.71% | -15.08% | -7.00% | |
| BSCN - INVESCO EXCHANGE TRADED SELF I BULSHS 2023 | New Purchase | 0.36% | $472.0K | -0.90% | +0.44% | ||
| SEIC - SEI INVESTMENT CO COM | New Purchase | 0.34% | $449.0K | +42.61% | -9.23% | +5.16% | |
| MDY - SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP | New Purchase | 0.32% | $414.0K | +29.10% | -10.71% | -0.25% | |
| TIP - ISHARES TRUST TIPS BD ETF | New Purchase | 0.30% | $390.0K | +3.90% | -3.68% | -7.56% | |
| DSL - DOUBLELINE INCOME SOLUTIONS FD COM | New Purchase | 0.26% | $343.0K | +13.20% | -13.72% | -12.58% | |
| WLY - WILEY (JOHN) & SONS INC COM CL A | New Purchase | 0.26% | $338.0K | -17.00% | -0.98% | -6.41% | |
| WFC - WELLS FARGO & COMPANY COM | New Purchase | 0.25% | $332.0K | +59.07% | -27.26% | -18.19% | |
| SBH - SALLY BEAUTY HOLDINGS INC | New Purchase | 0.25% | $326.0K | -11.09% | -16.66% | -4.40% | |
| BSCQ - INVESCO EXCHANGE TRADED SELF I BULSHS 2026 | New Purchase | 0.19% | $254.0K | +9.16% | -4.56% | -4.64% | |