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CIK: 0002104898
Total reported value
$104.8M
$104.8M
10 檔
79.7%
In Q1 2026, Geremia Financial Services, LLC's U.S. equity holdings reached a combined market value of $104.8M, distributed across 10 disclosed stock positions.
In Q1 2026, Geremia Financial Services, LLC displayed an active expansion posture, initiating 1 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 32.85% | +12.08% | +1.71% | |
| 2 | GS | Goldman Sachs Group Inc | Stock-Financials | 10.42% | -3.19% | +0.46% | |
| 3 | SOXX | Ishares Semiconductor ETF | ETF-Other | 8.82% | -2.53% | -0.26% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 8.18% | +0.32% | +0.87% | |
| 5 | F | Ford Motor Co | Stock-Consumer Disc | 7.81% | -2.83% | +4.75% | |
| 6 | GNRC | Generac Holdings Inc | Stock-Industrials | 7.49% | -5.30% | +8.58% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.16% | — | +1.82% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 6.02% | +0.89% | +1.90% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 5.87% | +2.25% | +0.77% | |
| 10 | MS | Morgan Stanley | Stock-Financials | 5.36% | -1.69% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GNRC | Generac Holdings Inc | +2.6% | +8.58% | Add |
| 2 | SOXX | Ishares Semiconductor ETF | +0.6% | -0.26% | Trim |
| 3 | GS | Goldman Sachs Group Inc | -0.5% | +0.46% | Add |
| 4 | XLK | Ss Technology Select Sector | -0.5% | +0.77% | Add |
| 5 | AAPL | Apple Inc | -0.6% | +0.87% | Add |
| 6 | F | Ford Motor Co | -0.8% | +4.75% | Add |
| 7 | META | Meta Platforms Inc-class A | -1.1% | +1.82% | Add |
| 8 | MSFT | Microsoft CORP | -1.8% | +1.90% | Add |
| 9 | NVDA | Nvidia CORP | -2.1% | +1.71% | Add |
| 10 | MS | Morgan Stanley | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, Geremia Financial Services, LLC reported a total U.S. public equity portfolio value of $104.8M across 10 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, GS, SOXX) accounted for 79.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
MS
市值: $6.6M
Top Position Liquidated / Trimmed
JPM
前期市值: $1.4M
During Q1 2026, Geremia Financial Services, LLC's top holdings by market value included NVDA (32.9%)、GS (10.4%)、SOXX (8.8%). The largest single position, NVDA, represented 32.9% of total portfolio value.
In Q1 2026, Geremia Financial Services, LLC made 11 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 1 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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