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Portfolio (Quarterly) Guide ↗

GKV Capital Management Co., Inc.

· CIK 0002052321
13F Portfolio $310M AUM 83 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 14 New 31 Added 32 Reduced
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QQQ INVESCO QQQ TR Financial Services 351.0 $258K 0.08% -131.0 -27.2% $736.40 -3.9%
82 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,000.0 $224K 0.07% $223.95 +26.6%
83 GSST GOLDMAN SACHS ETF TR 4,219.0 $213K 0.07% NEW $50.58 -0.4%
Page 5 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.8%
Industrials 13.1%
Healthcare 11.6%
Financial Services 10.7%
Consumer Cyclical 7.6%
Consumer Defensive 5.9%
Communication Services 5.7%
Energy 2.3%
Basic Materials 1.8%
Real Estate 0.4%