Kercheville Advisors, LLC
Kercheville Advisors, LLC reported 108 holdings worth US$328M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Kercheville Advisors, LLC reported 108 holdings worth US$328M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Amazon.com, Inc. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 108
- Value as reported
- US$328M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 79,126 | US$28.3M | 8.6% |
| Nvidia Corporation | 111K | US$22.2M | 6.8% |
| Amazon.com, Inc. | 91,063 | US$21.7M | 6.6% |
| Apple Inc | 69,676 | US$20.2M | 6.1% |
| Agnico Eagle Mines Limited | 81,877 | US$12.7M | 3.9% |
| Costco Wholesale Corporation | 12,171 | US$11.4M | 3.5% |
| Sunoco Lp | 159K | US$10.7M | 3.3% |
| Advanced Micro Devices Inc | 17,100 | US$9.93M | 3.0% |
| Ge Vernova Inc. | 8,130 | US$9.55M | 2.9% |
| Mplx Lp | 138K | US$7.75M | 2.4% |
| Meta Platforms, Inc. | 13,634 | US$7.68M | 2.3% |
| Eli Lilly And Company | 6,001 | US$7.2M | 2.2% |
| Dell Technologies Inc. | 16,550 | US$7.14M | 2.2% |
| Walmart Inc. | 62,399 | US$7.07M | 2.2% |
| Micron Technology, Inc. | 5,998 | US$6.92M | 2.1% |
| Tesla, Inc. | 15,895 | US$6.69M | 2.0% |
| Bloom Energy Corporation | 18,765 | US$5.68M | 1.7% |
| Immunitybio, Inc. | 645K | US$5.64M | 1.7% |
| Caterpillar, Inc. | 5,190 | US$5.53M | 1.7% |
| Intel Corporation | 35,381 | US$4.94M | 1.5% |
| Southwest Airlines Company | 89,874 | US$4.62M | 1.4% |
| Microsoft Corp. | 12,294 | US$4.59M | 1.4% |
| Starbucks Corporation | 41,868 | US$4.28M | 1.3% |
| Cameco Corporation | 41,702 | US$4.25M | 1.3% |
| Netflix, Inc. | 57,786 | US$4.13M | 1.3% |
| Enterprise Products Partners L.p. | 103K | US$3.78M | 1.2% |
| Blackstone Inc. | 27,460 | US$3.23M | 0.98% |
| Celsius Holdings, Inc. | 106K | US$3.11M | 0.95% |
| Berkshire Hathaway Inc. | 5,653 | US$2.83M | 0.86% |
| Uber Technologies, Inc. | 33,461 | US$2.41M | 0.74% |
| Alamos Gold Inc. | 66,425 | US$2.01M | 0.61% |
| Energy Transfer Lp | 100K | US$1.92M | 0.58% |
| Palantir Technologies Inc. | 16,410 | US$1.91M | 0.58% |
| Corning Incorporated | 7,055 | US$1.8M | 0.55% |
| Space Exploration Technologies Corp | 8,890 | US$1.52M | 0.46% |
| Cisco Systems, Inc. | 12,815 | US$1.51M | 0.46% |
| Marvell Technology, Inc. | 5,014 | US$1.49M | 0.45% |
| Deere & Company | 2,260 | US$1.43M | 0.44% |
| Chevron Corporation | 8,481 | US$1.41M | 0.43% |
| Mcdonald's Corporation | 4,972 | US$1.34M | 0.41% |
| Personalis, Inc. | 93,800 | US$1.26M | 0.38% |
| Home Depot, Inc. (the) | 3,175 | US$1.12M | 0.34% |
| Sandisk Corporation | 490 | US$1.11M | 0.34% |
| Palo Alto Networks, Inc. | 3,200 | US$1.09M | 0.33% |
| Synopsys, Inc. | 2,231 | US$995K | 0.30% |
| Alamo Group, Inc. | 5,900 | US$970K | 0.30% |
| Akamai Technologies, Inc. | 8,200 | US$969K | 0.30% |
| Western Midstream Partners, Lp | 22,000 | US$963K | 0.29% |
| Broadcom Inc. | 1,915 | US$723K | 0.22% |
| Shopify Inc. | 6,130 | US$700K | 0.21% |
| United Parcel Service, Inc. | 6,188 | US$665K | 0.20% |
| Boeing Company (the) | 2,914 | US$631K | 0.19% |
| Goldman Sachs Group, Inc. (the) | 543 | US$549K | 0.17% |
| Steel Dynamics, Inc. | 2,382 | US$547K | 0.17% |
| Upstart Holdings, Inc. | 15,000 | US$531K | 0.16% |
| Merck & Company, Inc. | 4,003 | US$514K | 0.16% |
| Western Digital Corporation | 800 | US$511K | 0.16% |
| Uranium Energy Corp. | 45,600 | US$486K | 0.15% |
| Valero Energy Corporation | 1,798 | US$468K | 0.14% |
| Credo Technology Group Holding Ltd | 1,435 | US$390K | 0.12% |
| Franco-nevada Corporation | 1,832 | US$382K | 0.12% |
| Vertiv Holdings, Llc | 1,100 | US$368K | 0.11% |
| Abbvie Inc. | 1,416 | US$356K | 0.11% |
| Visa Inc. | 1,031 | US$354K | 0.11% |
| At&t Inc. | 16,363 | US$339K | 0.10% |
| Altria Group, Inc. | 4,313 | US$310K | 0.09% |
| Aerovironment, Inc. | 1,775 | US$293K | 0.09% |
| Xcel Energy Inc. | 3,641 | US$292K | 0.09% |
| Crowdstrike Holdings, Inc. | 360 | US$275K | 0.08% |
| Verizon Communications Inc. | 5,808 | US$246K | 0.07% |
| Bristol-myers Squibb Company | 4,147 | US$239K | 0.07% |
| Freeport-mcmoran, Inc. | 3,532 | US$222K | 0.07% |
| Marathon Petroleum Corporation | 867 | US$222K | 0.07% |
| Sofi Technologies, Inc. | 12,290 | US$220K | 0.07% |
| Applied Materials, Inc. | 280 | US$202K | 0.06% |
| Halliburton Company | 0 | US$0 | 0.00% |
| Kinross Gold Corporation | 0 | US$0 | 0.00% |
| Las Vegas Sands Corp. | 0 | US$0 | 0.00% |
| Mcewen Inc. | 0 | US$0 | 0.00% |
| Baker Hughes Company | 0 | US$0 | 0.00% |
| Diamondback Energy, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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