Geremia Financial Services, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Geremia Financial Services, LLC reported 9 stock positions worth $94.3 million. Its top holding was Goldman Sachs (GS) at 16.5% of the portfolio, followed by Generac (GNRC, 15.0%) and Ford Motor (F, 13.1%). Compared with Q1 2026, it sold out of 1, added to 4 and reduced 4. The biggest buy was Generac (GNRC, shares +3%) and the biggest sale Nvidia (NVDA, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- EDISON, NJ
- CIK
- 0002104898
- Portfolio Value
- $94.3M (Q2 2026)
- SEC Filing
- 0002104898-26-000003 ↗ filed Jul 15, 2026
Holdings Value
Holdings 9 stocks · $94.3M
| GS Goldman Sachs Group Inc. | 16.50% | 15,391 | $15.6M | Add +1.7% |
| GNRC Generac Holdings Inc. | 15.00% | 48,327 | $14.2M | Add +2.7% |
| F Ford Motor Co. filed as FORD MTR CO | 13.08% | 887,800 | $12.3M | Add +6.9% |
| SOXX iShares Semiconductor ETF | 12.52% | 18,422 | $11.8M | Reduce -44.1% |
| NVDA Nvidia Corp. | 12.35% | 58,224 | $11.7M | Reduce -74.8% |
| XLK SS Technology Select Sector | 11.09% | 54,892 | $10.5M | Add +1.2% |
| MS Morgan Stanley | 8.87% | 40,000 | $8.4M | No change |
| AAPL Apple Inc. | 6.91% | 22,513 | $6.5M | Reduce -43.1% |
| MSFT Microsoft Corp. | 3.68% | 9,300 | $3.5M | Reduce -53.5% |