GKV Capital Management Co., Inc. — 13F holdings

GKV Capital Management Co., Inc. reported 83 holdings worth $310M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $38.6M (12.4%)
2. AVGO BROADCOM INC — $19.6M (6.3%)
3. LLY ELI LILLY & CO — $16.7M (5.4%)
4. MSFT MICROSOFT CORP — $11.9M (3.8%)
5. POWL POWELL INDS INC — $11.2M (3.6%)
6. AAPL APPLE INC — $8.99M (2.9%)
7. GOOGL ALPHABET INC — $8.90M (2.9%)
8. WMT Walmart Inc — $8.88M (2.9%)
9. ANET ARISTA NETWORKS INC — $8.38M (2.7%)
10. COST COSTCO WHSL CORP NEW — $8.23M (2.7%)