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Geremia Financial Services, LLC

Momentum followerQuality / disciplined sizingSector-focused

Total reported value

$94.3M

Reporting period: 2026-06-30 · Number of holdings: 9

Geremia Financial Services, LLC disclosed 9 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $94.3M and a quarterly turnover rate of 56.6%.

Personality snowflake

Concentration
49.63
Portfolio Stability
56.58
Momentum/Contrarian
100
Sector conviction
80.5
Diversification
18
Sizing Uniformity
96.38

Recent moves

  • Trim NVDA

    -74.8%　-$28.7M

  • Add GNRC

    +2.7%　$5.0M

  • Sold out META

  • Add GS

    +1.7%　$2.8M

  • Add F

    +6.9%　$2.8M

  • Add XLK

    +1.2%　$3.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1GSGoldman Sachs Group INCStock-Financials16.50%+6.08%+1.74%
2GNRCGenerac Holdings INCStock-Industrials15.00%+7.51%+2.67%
3FFord Motor CoStock-Consumer Disc13.08%+5.27%+6.87%
4SOXXIshares Semiconductor ETFETF-Other12.52%+3.70%-44.10%
5NVDANvidia CORPStock-Tech12.35%-20.50%-74.83%
6XLKSs Technology Select SectorETF-Tech11.09%+5.22%+1.21%
7MSMorgan StanleyStock-Financials8.87%+3.51%—
8AAPLApple INCStock-Tech6.91%-1.27%-43.13%
9MSFTMicrosoft CORPStock-Tech3.68%-2.34%-53.46%

Holding changes this quarter

Geremia Financial Services, LLC's most significant position changes for 2026-06-30: Sold out: Meta Platforms Inc-class A (META); Trim: Nvidia CORP (NVDA) — shares -74.83%; Add: Generac Holdings INC (GNRC) — shares +2.67%; Add: Goldman Sachs Group INC (GS) — shares +1.74%; Add: Ford Motor Co (F) — shares +6.87%.

Position changes disclosed by Geremia Financial Services, LLC for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1GNRCGenerac Holdings INC+7.5%+2.67%Add
2GSGoldman Sachs Group INC+6.1%+1.74%Add
3FFord Motor Co+5.3%+6.87%Add
4XLKSs Technology Select Sector+5.2%+1.21%Add
5SOXXIshares Semiconductor ETF+3.7%-44.10%Trim
6MSMorgan Stanley+3.5%—Unchanged
7AAPLApple INC-1.3%-43.13%Trim
8MSFTMicrosoft CORP-2.3%-53.46%Trim
9METAMeta Platforms Inc-class A-7.2%EXITSold out
10NVDANvidia CORP-20.5%-74.83%Trim

FAQ

What is Geremia Financial Services, LLC and what type of investor is it?
Geremia Financial Services, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $94.3M, spread across 9 disclosed positions.
What are Geremia Financial Services, LLC's largest equity positions?
Based on the latest 13F filing, Geremia Financial Services, LLC's top holdings by market value are: 1. Goldman Sachs Group INC (GS) — $15.6M (16.5%) 2. Generac Holdings INC (GNRC) — $14.2M (15.0%) 3. Ford Motor Co (F) — $12.3M (13.1%) 4. Ishares Semiconductor ETF (SOXX) — $11.8M (12.5%) 5. Nvidia CORP (NVDA) — $11.7M (12.3%)
What changes did Geremia Financial Services, LLC make in its most recent portfolio filing?
In the latest reported quarter, Geremia Financial Services, LLC made 9 notable position adjustments: 0 new positions were initiated, 4 existing holdings were added to, 4 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Meta Platforms Inc-class A (META); Trim: Nvidia CORP (NVDA) — shares -74.83%; Add: Generac Holdings INC (GNRC) — shares +2.67%; Add: Goldman Sachs Group INC (GS) — shares +1.74%; Add: Ford Motor Co (F) — shares +6.87%
What sectors does Geremia Financial Services, LLC focus on?
Geremia Financial Services, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 33.2% • Information Technology: 30.0% • Industrials: 19.6% • Consumer Discretionary: 17.1%