Kieckhefer Group LLC
Kieckhefer Group LLC reported 62 holdings worth US$252M as of Sep 30, 2026 (Form 13F/A)
As of Sep 30, 2026 · Filed Oct 13, 2026
Kieckhefer Group LLC reported 62 holdings worth US$252M as of Sep 30, 2026. Largest: Nvidia Corporation, Palantir Technologies Inc. and Dell Technologies Inc. Filed Oct 13, 2026 (Form 13F/A).
- Holdings
- 62
- Value as reported
- US$252M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 480K | US$110M | 43.6% |
| Palantir Technologies Inc. | 149K | US$27.8M | 11.1% |
| Dell Technologies Inc. | 26,580 | US$14.3M | 5.7% |
| Vertiv Holdings, Llc | 28,609 | US$6.9M | 2.7% |
| Bwx Technologies, Inc. | 41,986 | US$5.75M | 2.3% |
| Credo Technology Group Holding Ltd | 27,780 | US$5.41M | 2.2% |
| Alphabet Inc (google) Class C | 13,125 | US$4.47M | 1.8% |
| Lumentum Holdings Inc. | 3,191 | US$3.1M | 1.2% |
| Netflix, Inc. | 42,550 | US$2.96M | 1.2% |
| Western Digital Corporation | 6,100 | US$2.77M | 1.1% |
| Rtx Corporation | 14,017 | US$2.6M | 1.0% |
| Cheniere Energy, Inc. | 9,514 | US$2.56M | 1.0% |
| Micron Technology, Inc. | 2,230 | US$2.38M | 0.94% |
| Babcock & Wilcox Enterprises, Inc. | 394K | US$2.3M | 0.91% |
| Caterpillar, Inc. | 2,350 | US$1.91M | 0.76% |
| Unusual Machines, Inc. | 60,000 | US$1.47M | 0.58% |
| Solstice Advanced Materials Inc. | 25,255 | US$1.42M | 0.57% |
| Archer-daniels-midland Company | 16,240 | US$1.29M | 0.51% |
| Corning Incorporated | 7,730 | US$1.19M | 0.47% |
| Samsara Inc. | 30,000 | US$1.14M | 0.45% |
| Soundhound Ai, Inc. | 182K | US$1.1M | 0.44% |
| Somnigroup International Inc. | 17,532 | US$1.09M | 0.43% |
| Apple Inc | 2,875 | US$957K | 0.38% |
| Ferguson Enterprises Inc. | 4,000 | US$890K | 0.35% |
| Nokia Oyj | 79,040 | US$801K | 0.32% |
| Borgwarner Inc. | 13,150 | US$790K | 0.31% |
| Amazon.com, Inc. | 3,079 | US$767K | 0.30% |
| Johnson & Johnson | 2,263 | US$599K | 0.24% |
| Plug Power, Inc. | 300K | US$582K | 0.23% |
| Nrg Energy, Inc. | 5,975 | US$572K | 0.23% |
| Mckesson Corporation | 550 | US$470K | 0.19% |
| Newsmax, Inc. | 42,500 | US$459K | 0.18% |
| Microsoft Corp. | 843 | US$432K | 0.17% |
| Abbvie Inc. | 1,550 | US$405K | 0.16% |
| Leonardo Drs, Inc. | 11,000 | US$403K | 0.16% |
| Arista Networks, Inc. | 1,850 | US$377K | 0.15% |
| Draganfly Inc | 55,000 | US$334K | 0.13% |
| Meta Platforms, Inc. | 453 | US$329K | 0.13% |
| Eli Lilly And Company | 250 | US$289K | 0.12% |
| United States Antimony Corporation | 61,000 | US$254K | 0.10% |
| Procter & Gamble Company (the) | 1,750 | US$254K | 0.10% |
| Ciena Corporation | 700 | US$246K | 0.10% |
| Angel Studios, Inc. | 50,000 | US$234K | 0.09% |
| Palo Alto Networks, Inc. | 575 | US$228K | 0.09% |
| Emcor Group, Inc. | 300 | US$226K | 0.09% |
| Broadcom Inc. | 601 | US$211K | 0.08% |
| Recursion Pharmaceuticals, Inc. | 48,000 | US$198K | 0.08% |
| Red Cat Holdings, Inc. | 25,500 | US$165K | 0.07% |
| Bridger Aerospace Group Holdings, Inc. | 135K | US$94,432 | 0.04% |
| Outdoor Holding Company | 10,000 | US$22,500 | <0.01% |
| Duke Energy Corporation (holding Company) | 0 | US$0 | 0.00% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
| Wec Energy Group, Inc. | 0 | US$0 | 0.00% |
| Kla Corporation | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
| The Trade Desk, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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