Geremia Financial Services, LLC 13F Holdings · Q2 2026
Geremia Financial Services, LLC reported 9 securities worth $94.31M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GS (16.50%), GNRC (15.00%), F (13.08%). Among its top 25 positions this quarter: 4 added, 4 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GS | Golman Sachs Group Inc | $15.6M | 16.50% | 15,391 | Added |
| 2 | GNRC | Generac Holdings Inc | $14.2M | 15.00% | 48,327 | Added |
| 3 | F | Ford Motor Co | $12.3M | 13.08% | 887,800 | Added |
| 4 | SOXX | ISHARES TR Semiconductor | $11.8M | 12.52% | 18,422 | Trimmed |
| 5 | NVDA | NVIDIA | $11.7M | 12.35% | 58,224 | Trimmed |
| 6 | XLK | Select sector SPDR TR State Street Technology Select Sector SPDR ETF | $10.5M | 11.09% | 54,892 | Added |
| 7 | MS | Morgan Stanley | $8.4M | 8.87% | 40,000 | Hold |
| 8 | AAPL | Apple Inc | $6.5M | 6.91% | 22,513 | Trimmed |
| 9 | MSFT | Microsoft | $3.5M | 3.68% | 9,300 | Trimmed |
| 10 | META | Meta Platforms Inc | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR