Back to Kercheville Advisors, LLC

Kercheville Advisors, LLC

All holdings · as of Dec 31, 2025

117 positions

CompanyClassValueShares% of portfolio
CHEVRON CORP$1.47M8,8380.4%
LAS VEGAS SANDS CORP$1.40M23,3830.4%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$1.35M40,7000.4%
PIMCO ETF TR$1.25M46,5600.3%
HOME DEPOT, INC.$1.21M3,1750.3%
AeroVironment Inc$1.21M3,8750.3%
Energy Transfer LPETMLP$1.17M64,4170.3%
ALAMO GROUP INC$1.16M6,0000.3%
Nuveen Quality Municipal Income FundNADClosed-End Fund$1.11M92,7060.3%
DEERE & CO$1.07M2,0400.3%
CISCO SYSTEMS, INC.$1.02M13,7150.3%
Dell Technologies Inc.$1.01M8,6520.3%
SHOPIFY INC$1.01M7,3600.3%
TORTOISE ENERGY INFRASTRUCTURE CORPTYGClosed-End Fund$971.5K21,3430.3%
USA Rare Earth, Inc.USARCommon Stock$844.8K37,2000.2%
VIKING HOLDINGS LTD$766.6K11,0000.2%
BERKSHIRE HATHAWAY INC DEL$726.2K10.2%
Broadcom Inc.$712.8K2,1900.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$671.1K2,0500.2%
FTAI Aviation Ltd$645.7K2,2000.2%
United Parcel Service Inc$594.6K5,4400.2%
SELECT SECTOR SPDR TR$555.3K13,0010.1%
CITIGROUP INC$491.0K4,2450.1%
KINROSS GOLD CORP$491.0K13,4000.1%
FRANCO NEV CORP$485.9K1,8810.1%
Western Midstream Partners LP$465.5K11,4000.1%
Nuveen AMT-Free Municipal Credit Income FundNVGClosed-End Fund$461.7K36,5860.1%
STEEL DYNAMICS INC$461.7K2,5820.1%
AMPHENOL CORP /DE$457.5K3,0000.1%
THE GOLDMAN SACHS GROUP, INC.$453.5K4750.1%
Akamai Technologies Inc$451.2K4,6500.1%
Trane Technologies plc$451.0K1,1560.1%
Templeton Emerging Markets Income Fund$420.1K63,1720.1%
Merck & Co., Inc.$414.9K3,8000.1%
Garmin Ltd$412.2K2,0000.1%
NOVO-NORDISK A S$392.0K6,3000.1%
ALPS ETF TR$384.6K7,8200.1%
Shake Shack Inc.$370.4K4,0000.1%
AT&T INC.$339.9K14,4140.1%
Visa Inc$339.4K1,0400.1%
AbbVie Inc.$319.2K1,4630.1%
GENERAL ELECTRIC CO$309.8K1,0500.1%
INTEL CORP$289.6K5,3310.1%
ALTRIA GROUP, INC.$269.0K4,4080.1%
McEwen Inc.$261.4K10,0000.1%
Intuitive Surgical Inc$260.3K4950.1%
CrowdStrike Holdings, Inc.$254.1K5600.1%
FIRST TR EXCHNG TRADED FD VI$248.3K5,7000.1%
Baker Hughes Co$245.1K4,5000.1%
Upstart Holdings, INC.$231.4K5,0000.1%
← PrevPage 2 of 3Next →