Data as of Q4 2025 (Dec 31, 2025)

Geremia Financial Services, LLC

โ€ขCIK: 2104898โ€ขFiling: Q4 2025

**Geremia Financial Services, LLC** manages $121M across a concentrated portfolio of 10 positions. The strategy exhibits a significant overweight to technology and growth names, highlighted by the $42.4M allocation to NVDA. Further substantial exposure is maintained in major financial and tech players, including GS ($13.2M), AAPL ($10.7M), and META ($10.0M). The top holdings represent a clear tilt toward high-conviction, large-cap technology leaders.

Total AUM
$121.2M
QoQ Performance
N/A
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
GS
AAPL
F
META
SOXX
MSFT
XLK
NVDA35.0%
GS10.9%
AAPL8.8%
F8.6%
META8.2%
SOXX8.2%
MSFT7.8%
XLK6.4%

๐Ÿ“ˆ Biggest Buys

NVDA
NVIDIA Corp
NEW
35.0% of portfolio
GS
Goldman Sachs Group Inc
NEW
10.9% of portfolio
AAPL
Apple Inc
NEW
8.8% of portfolio
F
Ford MTR DEL
NEW
8.6% of portfolio
META
Meta Platforms Inc
NEW
8.2% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Technology59.8%
Other28.1%
Financial12.1%