Institutions / Kercheville Advisors, LLC
Kercheville Advisors, LLC
CIK 1890748 · Institution · as of Dec 31, 2025
Portfolio value
$381.71M
Positions
117
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 117 →
| Company | Value | % of portfolio |
|---|---|---|
| Agnico Eagle Mines Ltd | $22.61M | 5.9% |
| Amazon.com Inc | $22.47M | 5.9% |
| NVIDIA Corp | $21.45M | 5.6% |
| Alphabet Inc. | $19.31M | 5.1% |
| Apple Inc. | $17.52M | 4.6% |
| VanEck ETF Trust | $15.33M | 4.0% |
| Celsius Holdings, Inc. | $13.48M | 3.5% |
| Meta Platforms Inc | $13.28M | 3.5% |
| VanEck ETF Trust | $13.06M | 3.4% |
| Costco Wholesale Corp /New | $11.91M | 3.1% |
| Alphabet Inc. | $10.38M | 2.7% |
| Sunoco LP | $8.78M | 2.3% |
| Tesla Inc | $8.25M | 2.2% |
| Exxon Mobil Corp | $8.24M | 2.2% |
| Microsoft Corp | $7.77M | 2.0% |
| Netflix Inc | $7.61M | 2.0% |
| Mplx LPMPLX | $7.30M | 1.9% |
| Walmart Inc. | $7.21M | 1.9% |
| Bloom Energy Corp | $7.02M | 1.8% |
| Cameco Corp | $6.10M | 1.6% |
| Palantir Technologies Inc | $5.64M | 1.5% |
| Southwest Airlines Co | $5.50M | 1.4% |
| SoFi Technologies, Inc. | $5.48M | 1.4% |
| Advanced Micro Devices Inc | $5.27M | 1.4% |
| Blackstone Inc | $5.24M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.