Instuitional Investor - Gkv Capital Management Co., Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	195,367	$36,451,575	14.4%
2.	Broadcom Inc.	AVGO	54,550	$17,996,591	7.11%
3.	Microsoft Corp	MSFT	32,069	$16,610,127	6.56%
4.	Eli Lilly & Co	LLY	14,731	$11,239,753	4.44%
5.	O Reilly Automotive Inc	ORLY	81,200	$8,754,172	3.46%