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GHE, LLC 13F Holdings
Holdings from the most recent 13F from GHE, LLC
Filed: 2022-05-06 (Q1 2022) | Holdings: 52 | Value: $119.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NVDA - NVIDIA CORPORATION | 23.74% | $28.4M | +934.59% | -1.32% | +61.80% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 3% ($294.3K) | 7.43% | $8.9M | -7.44% | +13.72% | -9.92% | |
| SPGI - S&P GLOBAL INC | Add 4% ($198.9K) | 4.24% | $5.1M | +49.47% | +12.34% | +6.29% | |
| MCO - MOODYS CORP | Add 4% ($201.1K) | 4.07% | $4.9M | +70.92% | +5.97% | +4.38% | |
| LOW - LOWE'S COMPANIES INC | Add 2% ($91.2K) | 3.92% | $4.7M | +37.36% | +7.07% | +9.93% | |
| SBUX - STARBUCKS CORP | Add 2% ($93.8K) | 3.26% | $3.9M | +24.44% | +14.73% | +45.81% | |
| COST - COSTCO WHOLESALE CORP | Add 6% ($183.1K) | 2.84% | $3.4M | +96.18% | +9.42% | +1.34% | |
| MPC - MARATHON PETROLEUM CORP | Add 1% ($24.6K) | 2.82% | $3.4M | +126.79% | -2.85% | +18.99% | |
| ADP - AUTOMATIC DATA PROCESSING INC | Add 3% ($108.1K) | 2.80% | $3.3M | +41.27% | +16.70% | +2.08% | |
| MCD - MCDONALD'S CORPORATION | Add 3% ($82.3K) | 2.74% | $3.3M | +34.11% | +4.54% | +22.83% | |
| PGR - PROGRESSIVE CORP (OHIO) | New Purchase | 2.57% | $3.1M | +106.42% | +8.30% | +22.84% | |
| PCN - PIMCO FUNDS | Add 1% ($32.4K) | 2.24% | $2.7M | +27.08% | -1.06% | -1.45% | |
| QCOM - QUALCOMM INC | Add 1% ($26.9K) | 2.12% | $2.5M | +32.65% | +7.68% | -19.66% | |
| PAYX - PAYCHEX INC | Add 4% ($92.2K) | 2.10% | $2.5M | +11.90% | +6.99% | -11.37% | |
| TNET - TRINET GROUP INC CL A | Add 3% ($69.0K) | 1.98% | $2.4M | -22.48% | +3.02% | +8.69% | |
| SQ - BLOCK INC COM CL A | Add 9% ($190.8K) | 1.88% | $2.3M | -14.53% | -8.12% | -36.81% | |
| TROW - T ROWE PRICE GROUP | New Purchase | 1.87% | $2.2M | -1.71% | +4.48% | -10.21% | |
| PYPL - PAYPAL HLDGS INC | Add 9% ($175.2K) | 1.86% | $2.2M | -12.67% | +20.49% | -5.47% | |
| MSCI - MSCI INC | Add 5% ($85.5K) | 1.51% | $1.8M | +42.64% | +26.97% | +20.80% | |
| JNJ - JOHNSON & JOHNSON | Add 3% ($45.5K) | 1.47% | $1.8M | +20.47% | -2.37% | -4.99% | |
| CSCO - CISCO SYSTEMS INC | 1.42% | $1.7M | +60.24% | -7.30% | -2.19% | ||
| PEP - PEPSICO INC | New Purchase | 1.35% | $1.6M | -0.38% | +3.18% | +17.03% | |
| CHGG - CHEGG INC | Add 4% ($53.1K) | 1.23% | $1.5M | -92.42% | +22.42% | -44.90% | |
| CB1 - CHUBB LIMITED | Add 2% ($34.2K) | 1.21% | $1.4M | +42.95% | -9.87% | -2.32% | |
| N/A - BOOKING HOLDINGS INC | Add 2% ($32.9K) | 1.20% | $1.4M | ||||
| CL - COLGATE-PALMOLIVE CO | Add 2% ($26.8K) | 1.17% | $1.4M | +11.10% | +6.49% | +8.47% | |
| BBY - BEST BUY CO INC | Add 4% ($53.9K) | 1.14% | $1.4M | +9.43% | -11.49% | -15.44% | |
| ABT - ABBOTT LABORATORIES | Add 3% ($40.7K) | 1.11% | $1.3M | +22.60% | -1.09% | +2.08% | |
| PG - PROCTER & GAMBLE CO | Add 2% ($25.8K) | 0.98% | $1.2M | +8.29% | -5.03% | +3.53% | |
| SYY - SYSCO CORP | Add 2% ($18.6K) | 0.96% | $1.2M | +4.33% | +7.16% | -4.18% | |
| DHI - DR HORTON INC | Add 7% ($72.7K) | 0.94% | $1.1M | +137.07% | +12.64% | +59.41% | |
| EXPE - EXPEDIA GROUP INC | Add 3% ($29.3K) | 0.92% | $1.1M | +70.51% | -18.42% | -28.40% | |
| KBH - KB HOME | Add 7% ($59.8K) | 0.80% | $963.0K | +104.62% | +0.15% | +40.66% | |
| EEM - ISHARES TRUST MSCI EMG MKT ETF | Add 1% ($5.4K) | 0.79% | $946.0K | +49.02% | +0.65% | +0.40% | |
| BZH - BEAZER HOMES USA INC | Add 4% ($36.1K) | 0.79% | $945.0K | +64.60% | +5.32% | +42.09% | |
| EBAY - EBAY INC. | Add 4% ($37.6K) | 0.74% | $887.0K | +116.51% | -0.53% | -1.93% | |
| MAR - MARRIOTT INTERNATIONAL INC | Add 2% ($19.0K) | 0.72% | $863.0K | +64.15% | -7.26% | +4.96% | |
| MAN - MANPOWERGROUP INC | Add 1% ($7.2K) | 0.69% | $830.0K | -57.63% | -11.82% | -18.44% | |
| GS - GOLDMAN SACHS GROUP INC | 0.54% | $642.0K | +177.80% | +9.00% | +8.62% | ||
| WBA - WALGREENS BOOTS ALLIANCE INC | Add 1% ($3.6K) | 0.50% | $597.0K | -8.95% | -24.26% | ||
| SEIC - SEI INVESTMENT CO | Add 6% ($24.8K) | 0.39% | $468.0K | +56.65% | +2.66% | +9.00% | |
| BSCN - INVESCO EXCHANGE TRADED SELF I BULSHS 2023 | 0.39% | $464.0K | +0.02% | +2.48% | |||
| SPG - SIMON PROPERTY GROUP INC COM USD0.0001 | Reduce 1% $(2.6K) | 0.37% | $443.0K | +81.39% | -7.59% | -3.88% | |
| MDY - SPDR S&P MIDCAP 400 ETF | 0.33% | $392.0K | +41.27% | +3.50% | +1.88% | ||
| TIP - ISHARES TRUST TIPS BD ETF | Add 1% ($2.7K) | 0.32% | $379.0K | +7.19% | +0.95% | -2.53% | |
| WFC - WELLS FARGO & COMPANY | 0.28% | $335.0K | +114.26% | -1.10% | -10.29% | ||
| DSL - DOUBLELINE INCOME SOLUTIONS FD | Add 8% ($25.4K) | 0.28% | $334.0K | +32.59% | +1.70% | +0.84% | |
| WLY - WILEY (JOHN) & SONS INC COM CL A | Reduce 2% $(5.8K) | 0.26% | $307.0K | -14.44% | +6.36% | -25.66% | |
| SBH - SALLY BEAUTY HOLDINGS INC | Reduce 1% $(3.5K) | 0.23% | $272.0K | +2.64% | -2.78% | -23.76% | |
| VYM - VANGUARD HIGH DIV YLD ETF | New Purchase | 0.21% | $253.0K | +44.87% | -1.82% | -0.67% | |
| N/A - PROGRESSIVE CORP (OHIO) COM | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - PEPSICO INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| BSCQ - INVESCO EXCHANGE TRADED SELF I BULSHS 2026 | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - PRICE T ROWE GROUPS COM | Reduce 100% | 0.00% | $0.00 | ||||