Portfolio (Quarterly) Guide ↗

GHE, LLC

· CIK 0001910179

13F Portfolio $265M AUM 57 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 16 Added 29 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EBAY	EBAY INC	Consumer Cyclical	12,793	$1.2M	0.48%	SOLD

Sector Allocation

Technology 63.7%

Financial Services 16.4%

Consumer Cyclical 8.7%

Consumer Defensive 4.1%

Energy 2.9%

Industrials 2.6%

Healthcare 1.4%

Real Estate 0.2%