Institutions / KIECKHEFER GROUP LLC / Holdings

Kieckhefer Group LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
NVIDIA Corp	—	$89.26M	478,588	42.5%
Palantir Technologies Inc	—	$26.39M	148,440	12.6%
Intuitive Surgical Inc	—	$13.60M	24,012	6.5%
INVESCO QQQ TR	—	$8.46M	13,778	4.0%
BWX Technologies, Inc.	—	$6.78M	39,218	3.2%
VANGUARD INDEX FDS	—	$6.57M	23,527	3.1%
Netflix Inc	—	$5.51M	58,800	2.6%
VANGUARD ADMIRAL FDS INC	—	$4.97M	41,015	2.4%
Vertiv Holdings Co	—	$4.66M	28,754	2.2%
Dell Technologies Inc.	—	$4.07M	32,308	1.9%
Cheniere Energy, Inc.	—	$3.67M	18,860	1.7%
SOUNDHOUND AI, INC.	—	$2.53M	254,000	1.2%
WEC ENERGY GROUP, INC.	—	$2.41M	22,807	1.1%
EXXON MOBIL CORP	—	$2.39M	19,827	1.1%
DRAGANFLY INC.	—	$2.16M	313,157	1.0%
INVESCO EXCH TRADED FD TR II	—	$1.93M	7,617	0.9%
RTX Corp	—	$1.83M	10,000	0.9%
Archer-Daniels-Midland Co	—	$1.83M	31,900	0.9%
NRG Energy Inc	—	$1.77M	11,125	0.8%
Somnigroup International Inc	—	$1.57M	17,532	0.7%
VANGUARD INDEX FDS	—	$1.51M	2,407	0.7%
CATERPILLAR INC	—	$1.26M	2,200	0.6%
Solstice Advanced Materials Inc.	—	$1.23M	25,362	0.6%
Samsara Inc.	—	$1.10M	30,900	0.5%
Western Digital Corp	—	$1.03M	6,000	0.5%
Plug Power Inc	—	$985.0K	500,000	0.5%
Apple Inc.	—	$900.4K	3,312	0.4%
Ferguson Enterprises Inc. /DE	—	$890.5K	4,000	0.4%
VANGUARD INDEX FDS	—	$876.8K	3,021	0.4%
Unusual Machines, Inc.UMAC	Common Stock	$764.4K	60,000	0.4%
VANGUARD ADMIRAL FDS INC	—	$720.9K	6,497	0.3%
Amazon.com Inc	—	$645.1K	2,795	0.3%
MCKESSON CORP	—	$451.2K	550	0.2%
JOHNSON & JOHNSON	—	$444.9K	2,150	0.2%
Bridger Aerospace Group Holdings, Inc.BAER	Common Stock	$439.9K	240,366	0.2%
AbbVie Inc.	—	$388.4K	1,700	0.2%
SPDR GOLD TR	—	$374.5K	945	0.2%
UNITED STATES ANTIMONY CORP	—	$331.3K	66,000	0.2%
Meta Platforms Inc	—	$329.4K	499	0.2%
Exact Sciences Corp.	—	$304.7K	3,000	0.1%
RECURSION PHARMACEUTICALS, INC.	—	$302.7K	74,000	0.1%
VANGUARD ADMIRAL FDS INC	—	$276.6K	2,474	0.1%
Arista Networks, Inc.ANET	Common Stock	$275.2K	2,100	0.1%
ELI LILLY & Co	—	$268.7K	250	0.1%
PROCTER & GAMBLE Co	—	$265.1K	1,850	0.1%
SHOPIFY INC	—	$228.3K	1,418	0.1%
INTERNATIONAL BUSINESS MACHINES CORP	—	$226.9K	766	0.1%
Red Cat Holdings, Inc.	—	$226.0K	28,500	0.1%
MICROSOFT CORP	—	$217.6K	450	0.1%
Duke Energy Corp	—	$204.9K	1,748	0.1%