# EDGAR Filing Document

**Accession Number:** 0002052321
**File Stem:** 0002052321-25-000008
**Filing Date:** 2025-10
**Character Count:** 11800
**Document Hash:** 70647154513742924795041e2988bd16
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002052321-25-000008.hdr.sgml**: 20251029

**ACCESSION NUMBER**: 0002052321-25-000008

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251029

**DATE AS OF CHANGE**: 20251029

**EFFECTIVENESS DATE**: 20251029

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** GKV Capital Management Co., Inc.
- **CENTRAL INDEX KEY:** 0002052321

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25099
- **FILM NUMBER:** 251429492

**BUSINESS ADDRESS:**
- **STREET 1:** 1350 TREAT BLVD.
- **STREET 2:** SUITE 260
- **CITY:** WALNUT CREEK
- **STATE:** CA
- **ZIP:** 94597
- **BUSINESS PHONE:** 925-627-8680

**MAIL ADDRESS:**
- **STREET 1:** 1350 TREAT BLVD.
- **STREET 2:** SUITE 260
- **CITY:** WALNUT CREEK
- **STATE:** CA
- **ZIP:** 94597

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** GKV Capital Management Co. Inc.<br>**Address:** 1350 TREAT BLVD.<br>SUITE 260<br>WALNUT CREEK, CA 94597

**Form 13F File Number:** 028-25099

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ruth Thortvedt<br>**Title:** Compliance Consultant<br>**Phone:** 720-210-9492

**Signature, Place, and Date of Signing:**

Ruth Thortvedt  Broomfield, CO  10-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 86

**Form 13F Information Table Value Total:** $253197428

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 2597879 | 11220 | SH |  | SOLE |  | 11220 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 652014 | 4030 | SH |  | SOLE |  | 4030 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 4017850 | 22480 | SH |  | SOLE |  | 22480 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5321702 | 21891 | SH |  | SOLE |  | 21891 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 762799 | 3132 | SH |  | SOLE |  | 3132 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 6166843 | 28086 | SH |  | SOLE |  | 28086 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 3032239 | 10745 | SH |  | SOLE |  | 10745 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 7782596 | 30564 | SH |  | SOLE |  | 30564 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 739521 | 3612 | SH |  | SOLE |  | 3612 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 6672789 | 45795 | SH |  | SOLE |  | 45795 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 895483 | 925 | SH |  | SOLE |  | 925 | 0 | 0 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 273200 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 293500 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| BARCLAYS PLC | ADR | 06738E204 |  | 1849965 | 89500 | SH |  | SOLE |  | 89500 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 2075249 | 1780 | SH |  | SOLE |  | 1780 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 17996591 | 54550 | SH |  | SOLE |  | 54550 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 352230 | 5900 | SH |  | SOLE |  | 5900 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 1355106 | 2840 | SH |  | SOLE |  | 2840 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2287422 | 14730 | SH |  | SOLE |  | 14730 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1610805 | 15870 | SH |  | SOLE |  | 15870 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 204646 | 2560 | SH |  | SOLE |  | 2560 | 0 | 0 |
| COMERICA INC | COM | 200340107 |  | 301488 | 4400 | SH |  | SOLE |  | 4400 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 595917 | 6300 | SH |  | SOLE |  | 6300 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 1821066 | 22200 | SH |  | SOLE |  | 22200 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 8136288 | 8790 | SH |  | SOLE |  | 8790 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 2403359 | 5256 | SH |  | SOLE |  | 5256 | 0 | 0 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 350600 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 991956 | 12755 | SH |  | SOLE |  | 12755 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 11239753 | 14731 | SH |  | SOLE |  | 14731 | 0 | 0 |
| EMBRAER S.A. | SPONSORED ADS | 29082A107 |  | 1511250 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 451769 | 8300 | SH |  | SOLE |  | 8300 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1790808 | 15883 | SH |  | SOLE |  | 15883 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 233244 | 684 | SH |  | SOLE |  | 684 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 2041045 | 2563 | SH |  | SOLE |  | 2563 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 445709 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1094600 | 5200 | SH |  | SOLE |  | 5200 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 1884726 | 2950 | SH |  | SOLE |  | 2950 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 260760 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 993241 | 1484 | SH |  | SOLE |  | 1484 | 0 | 0 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 615304 | 7451 | SH |  | SOLE |  | 7451 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 277338 | 1416 | SH |  | SOLE |  | 1416 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 648970 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 3361853 | 10658 | SH |  | SOLE |  | 10658 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 539300 | 500 | SH |  | SOLE |  | 500 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 1831125 | 3855 | SH |  | SOLE |  | 3855 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 1517063 | 5825 | SH |  | SOLE |  | 5825 | 0 | 0 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 2550113 | 4046 | SH |  | SOLE |  | 4046 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1635329 | 2875 | SH |  | SOLE |  | 2875 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1828994 | 2491 | SH |  | SOLE |  | 2491 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 16610127 | 32069 | SH |  | SOLE |  | 32069 | 0 | 0 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 2688269 | 2920 | SH |  | SOLE |  | 2920 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 857664 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 3197520 | 2667 | SH |  | SOLE |  | 2667 | 0 | 0 |
| NUCOR CORP | COM | 670346105 |  | 575578 | 4250 | SH |  | SOLE |  | 4250 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 36451575 | 195367 | SH |  | SOLE |  | 195367 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 |  | 1326522 | 18179 | SH |  | SOLE |  | 18179 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 2490380 | 8855 | SH |  | SOLE |  | 8855 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 8754172 | 81200 | SH |  | SOLE |  | 81200 | 0 | 0 |
| PAYCOM SOFTWARE INC | COM | 70432V102 |  | 333024 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 275740 | 1700 | SH |  | SOLE |  | 1700 | 0 | 0 |
| POWELL INDS INC | COM | 739128106 |  | 4380120 | 14370 | SH |  | SOLE |  | 14370 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 583870 | 3800 | SH |  | SOLE |  | 3800 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 4171137 | 10065 | SH |  | SOLE |  | 10065 | 0 | 0 |
| RBC BEARINGS INC | COM | 75524B104 |  | 232223 | 595 | SH |  | SOLE |  | 595 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 4634372 | 27696 | SH |  | SOLE |  | 27696 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 1244250 | 5250 | SH |  | SOLE |  | 5250 | 0 | 0 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 |  | 1286527 | 5450 | SH |  | SOLE |  | 5450 | 0 | 0 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 735666 | 3920 | SH |  | SOLE |  | 3920 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 6171315 | 17361 | SH |  | SOLE |  | 17361 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 775434 | 1164 | SH |  | SOLE |  | 1164 | 0 | 0 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 305712 | 900 | SH |  | SOLE |  | 900 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 425121 | 1150 | SH |  | SOLE |  | 1150 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1670154 | 5980 | SH |  | SOLE |  | 5980 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 667080 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 2464387 | 5081 | SH |  | SOLE |  | 5081 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 5259666 | 36389 | SH |  | SOLE |  | 36389 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 1626482 | 28600 | SH |  | SOLE |  | 28600 | 0 | 0 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 4263795 | 3235 | SH |  | SOLE |  | 3235 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 535815 | 980 | SH |  | SOLE |  | 980 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 236370 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 744775 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 3859865 | 87824 | SH |  | SOLE |  | 87824 | 0 | 0 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 1646846 | 4205 | SH |  | SOLE |  | 4205 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 5726650 | 16775 | SH |  | SOLE |  | 16775 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 242941 | 1240 | SH |  | SOLE |  | 1240 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 7452887 | 72316 | SH |  | SOLE |  | 72316 | 0 | 0 |

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