Geremia Financial Services, LLC: 13F holdings
CIK 21048982026Q2
| Positions | 9 |
|---|
| Reported value | $94.3m |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 9 (-1 vs prior quarter) |
|---|
| Reported value | $94.3m (-23.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GS Golman Sachs Group Inc | 15,391 | $15.6m | 16.5% |
| GNRC Generac Holdings Inc | 48,327 | $14.2m | 15.0% |
| F Ford Motor Co | 887,800 | $12.3m | 13.1% |
| SOXX ISHARES TR Semiconductor | 18,422 | $11.8m | 12.5% |
| NVDA NVIDIA | 58,224 | $11.7m | 12.4% |
| XLK Select sector SPDR TR State Street Technology Select Sector SPDR ETF | 54,892 | $10.5m | 11.1% |
| MS Morgan Stanley | 40,000 | $8.4m | 8.9% |
| AAPL Apple Inc | 22,513 | $6.5m | 6.9% |
| MSFT Microsoft | 9,300 | $3.5m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2104898")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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