Kieckhefer Group LLC
Kieckhefer Group LLC reported 65 holdings worth US$246M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Kieckhefer Group LLC reported 65 holdings worth US$246M as of Jun 30, 2026. Largest: Nvidia Corporation, Palantir Technologies Inc. and Dell Technologies Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$246M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 481K | US$96.3M | 39.2% |
| Palantir Technologies Inc. | 149K | US$17.4M | 7.1% |
| Dell Technologies Inc. | 31,639 | US$13.7M | 5.6% |
| Vertiv Holdings, Llc | 28,429 | US$9.52M | 3.9% |
| Bwx Technologies, Inc. | 39,418 | US$7.67M | 3.1% |
| Intuitive Surgical, Inc. | 13,268 | US$5.28M | 2.1% |
| Credo Technology Group Holding Ltd | 15,957 | US$4.34M | 1.8% |
| Netflix, Inc. | 59,050 | US$4.22M | 1.7% |
| Cheniere Energy, Inc. | 16,710 | US$3.99M | 1.6% |
| Western Digital Corporation | 6,000 | US$3.83M | 1.6% |
| Rtx Corporation | 15,017 | US$2.85M | 1.2% |
| Exxon Mobil Corporation | 19,894 | US$2.72M | 1.1% |
| Lumentum Holdings Inc. | 3,166 | US$2.72M | 1.1% |
| Wec Energy Group, Inc. | 22,217 | US$2.59M | 1.1% |
| Caterpillar, Inc. | 2,350 | US$2.5M | 1.0% |
| Archer-daniels-midland Company | 31,880 | US$2.44M | 0.99% |
| Corning Incorporated | 9,200 | US$2.35M | 0.96% |
| Solstice Advanced Materials Inc. | 25,317 | US$2.24M | 0.91% |
| Micron Technology, Inc. | 1,525 | US$1.76M | 0.72% |
| Draganfly Inc | 316K | US$1.71M | 0.70% |
| Soundhound Ai, Inc. | 254K | US$1.64M | 0.67% |
| Nokia Oyj | 124K | US$1.64M | 0.67% |
| Nrg Energy, Inc. | 10,725 | US$1.57M | 0.64% |
| Borgwarner Inc. | 23,450 | US$1.56M | 0.63% |
| Somnigroup International Inc. | 17,532 | US$1.37M | 0.56% |
| Plug Power, Inc. | 500K | US$1.35M | 0.55% |
| Unusual Machines, Inc. | 60,000 | US$1.34M | 0.54% |
| The Trade Desk, Inc. | 57,250 | US$1.04M | 0.42% |
| Samsara Inc. | 30,900 | US$1M | 0.41% |
| Ferguson Enterprises Inc. | 4,000 | US$949K | 0.39% |
| Apple Inc | 3,225 | US$933K | 0.38% |
| Amazon.com, Inc. | 3,330 | US$794K | 0.32% |
| Emcor Group, Inc. | 800 | US$664K | 0.27% |
| Johnson & Johnson | 2,263 | US$575K | 0.23% |
| Leonardo Drs, Inc. | 11,066 | US$472K | 0.19% |
| United States Antimony Corporation | 61,000 | US$443K | 0.18% |
| Abbvie Inc. | 1,700 | US$428K | 0.17% |
| Mckesson Corporation | 550 | US$416K | 0.17% |
| Arista Networks, Inc. | 2,100 | US$357K | 0.15% |
| Newsmax, Inc. | 42,500 | US$352K | 0.14% |
| Ciena Corporation | 700 | US$343K | 0.14% |
| Bridger Aerospace Group Holdings, Inc. | 168K | US$323K | 0.13% |
| Microsoft Corp. | 843 | US$314K | 0.13% |
| Meta Platforms, Inc. | 549 | US$309K | 0.13% |
| Alphabet Inc (google) Class C | 863 | US$308K | 0.13% |
| Red Cat Holdings, Inc. | 28,500 | US$304K | 0.12% |
| Kla Corporation | 1,000 | US$302K | 0.12% |
| Eli Lilly And Company | 250 | US$300K | 0.12% |
| Recursion Pharmaceuticals, Inc. | 74,000 | US$272K | 0.11% |
| Procter & Gamble Company (the) | 1,850 | US$271K | 0.11% |
| International Business Machines Corporation | 838 | US$236K | 0.10% |
| Broadcom Inc. | 601 | US$227K | 0.09% |
| Duke Energy Corporation (holding Company) | 1,748 | US$221K | 0.09% |
| Angel Studios, Inc. | 60,000 | US$220K | 0.09% |
| Outdoor Holding Company | 10,000 | US$22,800 | <0.01% |
| Microvision, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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