GKV Capital Management Co., Inc.: 13F holdings
CIK 20523212026Q2
| Positions | 83 |
|---|
| Reported value | $309.9m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 83 (-5 vs prior quarter) |
|---|
| Reported value | $309.9m (+16.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 192,805 | $38.6m | 12.4% |
| AVGO BROADCOM INC | 51,777 | $19.6m | 6.3% |
| LLY ELI LILLY & CO | 13,926 | $16.7m | 5.4% |
| MSFT MICROSOFT CORP | 31,771 | $11.9m | 3.8% |
| POWL POWELL INDS INC | 38,989 | $11.2m | 3.6% |
| AAPL APPLE INC | 31,068 | $9.0m | 2.9% |
| GOOGL ALPHABET INC | 24,906 | $8.9m | 2.9% |
| WMT WALMART INC | 78,385 | $8.9m | 2.9% |
| ANET ARISTA NETWORKS INC | 49,300 | $8.4m | 2.7% |
| COST COSTCO WHOLESALE CORPORATION | 8,800 | $8.2m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052321")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples