Institutions / Kieckhefer Group LLC
Kieckhefer Group LLC
CIK 2051613 · Institution · as of Dec 31, 2025
Portfolio value
$210.16M
Positions
54
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 54 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $89.26M | 42.5% |
| Palantir Technologies Inc | $26.39M | 12.6% |
| Intuitive Surgical Inc | $13.60M | 6.5% |
| Invesco Qqq Tr | $8.46M | 4.0% |
| BWX Technologies, Inc. | $6.78M | 3.2% |
| Vanguard Index Fds | $6.57M | 3.1% |
| Netflix Inc | $5.51M | 2.6% |
| Vanguard Admiral Fds Inc | $4.97M | 2.4% |
| Vertiv Holdings Co | $4.66M | 2.2% |
| Dell Technologies Inc. | $4.07M | 1.9% |
| Cheniere Energy, Inc. | $3.67M | 1.7% |
| Soundhound Ai, Inc. | $2.53M | 1.2% |
| Wec Energy Group, Inc. | $2.41M | 1.1% |
| Exxon Mobil Corp | $2.39M | 1.1% |
| Draganfly Inc. | $2.16M | 1.0% |
| Invesco Exch Traded Fd Tr II | $1.93M | 0.9% |
| RTX Corp | $1.83M | 0.9% |
| Archer-Daniels-Midland Co | $1.83M | 0.9% |
| NRG Energy Inc | $1.77M | 0.8% |
| Somnigroup International Inc | $1.57M | 0.7% |
| Vanguard Index Fds | $1.51M | 0.7% |
| Caterpillar Inc | $1.26M | 0.6% |
| Solstice Advanced Materials Inc. | $1.23M | 0.6% |
| Samsara Inc. | $1.10M | 0.5% |
| Western Digital Corp | $1.03M | 0.5% |
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.