Geremia Financial Services, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Geremia Financial Services, LLC reported 10 stock positions worth $122.8 million. Its top holding was Nvidia (NVDA) at 32.9% of the portfolio, followed by Goldman Sachs (GS, 10.4%) and iShares Semiconductor ETF (SOXX, 8.8%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 8 and reduced 1. The biggest buy was a new position in Morgan Stanley (MS) and the biggest sale an exit from JPMorgan Chase (JPM).
- Most Recent 13F
- Q2 2026
- Location
- EDISON, NJ
- CIK
- 0002104898
- Portfolio Value
- $122.8M (Q1 2026)
- SEC Filing
- 0002104898-26-000002 ↗ filed Apr 27, 2026
Holdings Value
Holdings 10 stocks · $122.8M
| NVDA Nvidia Corp. | 32.85% | 231,287 | $40.3M | Add +1.7% |
| GS Goldman Sachs Group Inc. | 10.42% | 15,128 | $12.8M | Add +0.5% |
| SOXX iShares Semiconductor ETF | 8.82% | 32,958 | $10.8M | Reduce -0.3% |
| AAPL Apple Inc. | 8.18% | 39,590 | $10.0M | Add +0.9% |
| F Ford Motor Co. filed as FORD MTR CO | 7.81% | 830,700 | $9.6M | Add +4.8% |
| GNRC Generac Holdings Inc. | 7.49% | 47,072 | $9.2M | Add +8.6% |
| META Meta Platforms Inc. Class A | 7.16% | 15,371 | $8.8M | Add +1.8% |
| MSFT Microsoft Corp. | 6.02% | 19,982 | $7.4M | Add +1.9% |
| XLK SS Technology Select Sector | 5.87% | 54,238 | $7.2M | Add +0.8% |
| MS Morgan Stanley | 5.36% | 40,000 | $6.6M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| MS Morgan Stanley | New | 5.36% | +5.36 |
| GNRC Generac Holdings Inc. | Add +8.6% | 7.49% | +2.61 |
| GS Goldman Sachs Group Inc. | Add +0.5% | 10.42% | −0.50 |
| XLK SS Technology Select Sector | Add +0.8% | 5.87% | −0.52 |
| AAPL Apple Inc. | Add +0.9% | 8.18% | −0.62 |
| F Ford Motor Co. | Add +4.8% | 7.81% | −0.78 |
| META Meta Platforms Inc. Class A | Add +1.8% | 7.16% | −1.06 |
| MSFT Microsoft Corp. | Add +1.9% | 6.02% | −1.80 |
| NVDA Nvidia Corp. | Add +1.7% | 32.85% | −2.13 |