Filed: 7/15/2026ACC: 0002104898-26-000003
π What this filing means
GEREMIA FINANCIAL SERVICES, LLC filed this quarterly 13FβHR report disclosing 9 equity positions with a total reported market value of $94.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$94.31M
Total AUM (reported)
1.15M
Total Shares
Allocation by class
COM$72.05M76.4%
ETF$22.26M23.6%
Portfolio Concentration
Top 3$42.06M44.6%
4β10$52.26M55.4%
Top 3 weight
44.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.31M
Sole
Full voting authority
1.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings9
Rows:
Golman Sachs Group Inc
SOLEShares15.39K
TypeSH
Market value$15.56M
16.50%
Sole
15.13K
Shared
0.00
None
0.00
Generac Holdings Inc
SOLEShares48.33K
TypeSH
Market value$14.15M
15.00%
Sole
47.07K
Shared
0.00
None
0.00
Ford Motor Co
SOLEShares887.80K
TypeSH
Market value$12.34M
13.08%
Sole
830.70K
Shared
0.00
None
0.00
ISHARES TR Semiconductor
SOLEShares18.42K
TypeSH
Market value$11.80M
12.52%
Sole
32.96K
Shared
0.00
None
0.00
NVIDIA
SOLEShares58.22K
TypeSH
Market value$11.65M
12.35%
Sole
231.29K
Shared
0.00
None
0.00
Select sector SPDR TR State Street Technology Select Sector SPDR ETF
SOLEShares54.89K
TypeSH
Market value$10.46M
11.09%
Sole
54.24K
Shared
0.00
None
0.00
Morgan Stanley
SOLEShares40K
TypeSH
Market value$8.36M
8.87%
Sole
40K
Shared
0.00
None
0.00
Apple Inc
SOLEShares22.51K
TypeSH
Market value$6.51M
6.91%
Sole
39.59K
Shared
0.00
None
0.00
Microsoft
SOLEShares9.30K
TypeSH
Market value$3.47M
3.68%
Sole
19.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Golman Sachs Group IncSOLE | COM | 15.39K | SH | $15.56M 16.50% | 15.13K | 0.00 | 0.00 |
Generac Holdings IncSOLE | COM | 48.33K | SH | $14.15M 15.00% | 47.07K | 0.00 | 0.00 |
Ford Motor CoSOLE | COM | 887.80K | SH | $12.34M 13.08% | 830.70K | 0.00 | 0.00 |
ISHARES TR SemiconductorSOLE | ETF | 18.42K | SH | $11.80M 12.52% | 32.96K | 0.00 | 0.00 |
NVIDIASOLE | COM | 58.22K | SH | $11.65M 12.35% | 231.29K | 0.00 | 0.00 |
Select sector SPDR TR State Street Technology Select Sector SPDR ETFSOLE | ETF | 54.89K | SH | $10.46M 11.09% | 54.24K | 0.00 | 0.00 |
Morgan StanleySOLE | COM | 40K | SH | $8.36M 8.87% | 40K | 0.00 | 0.00 |
Apple IncSOLE | COM | 22.51K | SH | $6.51M 6.91% | 39.59K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 9.30K | SH | $3.47M 3.68% | 19.98K | 0.00 | 0.00 |