§ 13F · FUND PROFILE
Geremia Financial Services, LLC.
AUM · $94M (13F)Positions · 9Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GS | Golman Sachs Group Inc | 15K | $16M | — | — |
| 2 | GNRC | Generac Holdings Inc | 48K | $14M | — | — |
| 3 | F | Ford Motor Co | 888K | $12M | — | — |
| 4 | SOXX | ISHARES TR Semiconductor | 18K | $12M | — | — |
| 5 | NVDA | NVIDIA | 58K | $12M | — | — |
| 6 | XLK | Select sector SPDR TR State Street Technology Select Sector SPDR ETF | 55K | $10M | — | — |
| 7 | MS | Morgan Stanley | 40K | $8M | — | — |
| 8 | AAPL | Apple Inc | 23K | $7M | — | — |
| 9 | MSFT | Microsoft | 9K | $3M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GEREMIA SIGNAL
AC read
Geremia Financial Services, LLC is a Other fund managing $94 million in assets. The fund runs a focused portfolio of just 9 positions.
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