Kercheville Advisors
Latest statistics and disclosures from Kercheville Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AEM, AMZN, NVDA, GOOG, AAPL, and represent 27.08% of Kercheville Advisors's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$6.8M), MU, LUV, BE, SNPS, BABA, XBI, LLY, GEV, CAVA.
- Started 27 new stock positions in EWY, XBI, PYLD, FTAI, MU, IREN, KTOS, MRK, CGSD, GE.
- Reduced shares in these 10 stocks: HESM (-$5.4M), BX, GDX, MSFT, GDXJ, SOFI, ET, SHLD, LYFT, CCL.
- Sold out of its positions in AMX, ARMN, BAC, CCL, EQX, FSCO, SHLD, HESM, BTCO, EEM. LYFT, MP, MSTR, HOOD, SNOW, GENI.
- Kercheville Advisors was a net buyer of stock by $25M.
- Kercheville Advisors has $382M in assets under management (AUM), dropping by 15.33%.
- Central Index Key (CIK): 0001890748
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Portfolio Holdings for Kercheville Advisors
Kercheville Advisors holds 117 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Agnico (AEM) | 5.9 | $23M | -2% | 106k | 213.69 |
|
| Amazon (AMZN) | 5.9 | $23M | +2% | 96k | 234.34 |
|
| NVIDIA Corporation (NVDA) | 5.6 | $21M | +2% | 116k | 184.84 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $19M | 58k | 330.84 |
|
|
| Apple (AAPL) | 4.6 | $18M | 71k | 248.35 |
|
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 4.0 | $15M | -12% | 146k | 105.17 |
|
| Celsius Hldgs Com New (CELH) | 3.5 | $14M | +9% | 244k | 55.24 |
|
| Meta Platforms Cl A (META) | 3.5 | $13M | +3% | 21k | 647.63 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 3.4 | $13M | -13% | 92k | 142.09 |
|
| Costco Wholesale Corporation (COST) | 3.1 | $12M | -2% | 12k | 976.16 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $10M | -3% | 31k | 330.54 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 2.3 | $8.8M | 154k | 57.01 |
|
|
| Tesla Motors (TSLA) | 2.2 | $8.3M | +16% | 18k | 449.36 |
|
| Exxon Mobil Corporation (XOM) | 2.2 | $8.2M | +4% | 62k | 133.64 |
|
| Microsoft Corporation (MSFT) | 2.0 | $7.8M | -21% | 17k | 451.15 |
|
| Netflix (NFLX) | 2.0 | $7.6M | +816% | 91k | 83.54 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 1.9 | $7.3M | -2% | 131k | 55.57 |
|
| Wal-Mart Stores (WMT) | 1.9 | $7.2M | +9% | 61k | 117.83 |
|
| Bloom Energy Corp Com Cl A (BE) | 1.8 | $7.0M | +59% | 48k | 145.63 |
|
| Cameco Corporation (CCJ) | 1.6 | $6.1M | +11% | 50k | 121.87 |
|
| Palantir Technologies Cl A (PLTR) | 1.5 | $5.6M | +21% | 34k | 165.90 |
|
| Southwest Airlines (LUV) | 1.4 | $5.5M | +111% | 130k | 42.44 |
|
| Sofi Technologies (SOFI) | 1.4 | $5.5M | -20% | 210k | 26.09 |
|
| Advanced Micro Devices (AMD) | 1.4 | $5.3M | +17% | 21k | 253.73 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.4 | $5.2M | -37% | 34k | 154.91 |
|
| Ge Vernova (GEV) | 1.4 | $5.2M | +61% | 7.9k | 661.67 |
|
| Ishares Silver Tr Ishares (SLV) | 1.3 | $5.0M | -5% | 58k | 87.13 |
|
| Immunitybio (IBRX) | 1.1 | $4.3M | +12% | 584k | 7.34 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $4.1M | +98% | 3.8k | 1087.41 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.0 | $3.8M | +193% | 22k | 177.18 |
|
| Alamos Gold Com Cl A (AGI) | 0.9 | $3.6M | +2% | 85k | 42.16 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $3.5M | +12% | 7.7k | 451.79 |
|
| Uber Technologies (UBER) | 0.9 | $3.3M | -6% | 40k | 82.56 |
|
| Starbucks Corporation (SBUX) | 0.8 | $3.2M | -17% | 34k | 95.83 |
|
| Micron Technology (MU) | 0.8 | $3.2M | NEW | 8.0k | 397.58 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.8 | $3.0M | +81% | 18k | 162.52 |
|
| Synopsys (SNPS) | 0.7 | $2.5M | NEW | 5.0k | 509.49 |
|
| Uranium Energy (UEC) | 0.6 | $2.4M | +75% | 121k | 19.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.4M | 4.9k | 484.52 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.6 | $2.3M | NEW | 18k | 131.57 |
|
| Ivanhoe Electric (IE) | 0.6 | $2.2M | -6% | 115k | 19.11 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $2.1M | +141% | 41k | 50.67 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.9M | +7% | 6.2k | 303.63 |
|
| Caterpillar (CAT) | 0.5 | $1.9M | 2.9k | 648.41 |
|
|
| Cava Group Ord (CAVA) | 0.5 | $1.8M | NEW | 28k | 66.09 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.5 | $1.8M | +11% | 48k | 37.88 |
|
| SLB Com Stk (SLB) | 0.4 | $1.7M | NEW | 34k | 49.32 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.4 | $1.6M | +3% | 141k | 11.59 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.6M | 5.1k | 306.05 |
|
|
| Boeing Company (BA) | 0.4 | $1.5M | -14% | 6.1k | 251.40 |
|
| Chevron Corporation (CVX) | 0.4 | $1.5M | -7% | 8.8k | 166.66 |
|
| Las Vegas Sands (LVS) | 0.4 | $1.4M | +5% | 23k | 59.94 |
|
| Enterprise Products Partners (EPD) | 0.4 | $1.4M | NEW | 41k | 33.19 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.3 | $1.2M | NEW | 47k | 26.82 |
|
| Home Depot (HD) | 0.3 | $1.2M | -3% | 3.2k | 381.03 |
|
| AeroVironment (AVAV) | 0.3 | $1.2M | +138% | 3.9k | 312.12 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $1.2M | -46% | 64k | 18.11 |
|
| Alamo (ALG) | 0.3 | $1.2M | 6.0k | 192.78 |
|
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.3 | $1.1M | +2% | 93k | 11.96 |
|
| Deere & Company (DE) | 0.3 | $1.1M | 2.0k | 522.38 |
|
|
| Cisco Systems (CSCO) | 0.3 | $1.0M | 14k | 74.33 |
|
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| Dell Technologies CL C (DELL) | 0.3 | $1.0M | -25% | 8.7k | 117.17 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $1.0M | -2% | 7.4k | 137.64 |
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.3 | $972k | +6% | 21k | 45.52 |
|
| USA Rare Earth Inc A (USAR) | 0.2 | $845k | +272% | 37k | 22.71 |
|
| Viking Holdings Ord Shs (VIK) | 0.2 | $767k | NEW | 11k | 69.69 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $726k | 1.00 | 726200.00 |
|
|
| Broadcom (AVGO) | 0.2 | $713k | +9% | 2.2k | 325.49 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $671k | NEW | 2.1k | 327.37 |
|
| Ftai Aviation SHS (FTAI) | 0.2 | $646k | NEW | 2.2k | 293.49 |
|
| United Parcel Service CL B (UPS) | 0.2 | $595k | +18% | 5.4k | 109.30 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $555k | -47% | 13k | 42.71 |
|
| Citigroup Com New (C) | 0.1 | $491k | NEW | 4.2k | 115.66 |
|
| Kinross Gold Corp (KGC) | 0.1 | $491k | -31% | 13k | 36.64 |
|
| Franco-Nevada Corporation (FNV) | 0.1 | $486k | 1.9k | 258.34 |
|
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $466k | NEW | 11k | 40.83 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $462k | +77% | 37k | 12.62 |
|
| Steel Dynamics (STLD) | 0.1 | $462k | 2.6k | 178.81 |
|
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| Amphenol Corp Cl A (APH) | 0.1 | $458k | NEW | 3.0k | 152.50 |
|
| Goldman Sachs (GS) | 0.1 | $454k | 475.00 | 954.65 |
|
|
| Akamai Technologies (AKAM) | 0.1 | $451k | 4.7k | 97.03 |
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| Trane Technologies SHS (TT) | 0.1 | $451k | 1.2k | 390.13 |
|
|
| Templeton Emerging Markets Income Fund (TEI) | 0.1 | $420k | +3% | 63k | 6.65 |
|
| Merck & Co (MRK) | 0.1 | $415k | NEW | 3.8k | 109.18 |
|
| Garmin SHS (GRMN) | 0.1 | $412k | 2.0k | 206.12 |
|
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| Novo-nordisk A S Adr (NVO) | 0.1 | $392k | NEW | 6.3k | 62.23 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $385k | -5% | 7.8k | 49.18 |
|
| Shake Shack Cl A (SHAK) | 0.1 | $370k | NEW | 4.0k | 92.59 |
|
| At&t (T) | 0.1 | $340k | -47% | 14k | 23.58 |
|
| Visa Com Cl A (V) | 0.1 | $339k | 1.0k | 326.36 |
|
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| Abbvie (ABBV) | 0.1 | $319k | 1.5k | 218.18 |
|
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| Ge Aerospace Com New (GE) | 0.1 | $310k | NEW | 1.1k | 295.00 |
|
| Intel Corporation (INTC) | 0.1 | $290k | NEW | 5.3k | 54.32 |
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| Altria (MO) | 0.1 | $269k | 4.4k | 61.03 |
|
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| Mcewen Com New (MUX) | 0.1 | $261k | NEW | 10k | 26.14 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $260k | -51% | 495.00 | 525.81 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $254k | -46% | 560.00 | 453.77 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) | 0.1 | $248k | NEW | 5.7k | 43.56 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $245k | NEW | 4.5k | 54.46 |
|
| Upstart Hldgs (UPST) | 0.1 | $231k | -66% | 5.0k | 46.28 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $228k | NEW | 2.0k | 113.85 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.1 | $227k | NEW | 8.7k | 26.04 |
|
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $226k | 22k | 10.23 |
|
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| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $226k | NEW | 2.0k | 115.99 |
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| Bristol Myers Squibb (BMY) | 0.1 | $222k | NEW | 4.0k | 54.93 |
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| Iren Ordinary Shares (IREN) | 0.1 | $220k | NEW | 4.2k | 52.26 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $218k | +5% | 765.00 | 285.54 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $208k | NEW | 3.5k | 58.85 |
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| Verizon Communications (VZ) | 0.1 | $207k | 5.2k | 39.48 |
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| Pimco Municipal Income Fund II (PML) | 0.1 | $199k | 26k | 7.54 |
|
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| Doubleline Opportunistic Cr (DBL) | 0.0 | $191k | -10% | 13k | 15.12 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $182k | 18k | 10.35 |
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| Invesco Van Kampen Muni Opp Trust (VMO) | 0.0 | $179k | 19k | 9.66 |
|
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| Invesco Quality Municipal Inc Trust (IQI) | 0.0 | $160k | +45% | 16k | 9.97 |
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| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $144k | -18% | 13k | 11.05 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $125k | 12k | 10.18 |
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| Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.0 | $116k | 11k | 10.58 |
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Past Filings by Kercheville Advisors
SEC 13F filings are viewable for Kercheville Advisors going back to 2020
- Kercheville Advisors 2025 Q4 filed Jan. 29, 2026
- Kercheville Advisors 2025 Q3 filed Oct. 22, 2025
- Kercheville Advisors 2025 Q2 filed July 22, 2025
- Kercheville Advisors 2025 Q1 filed April 17, 2025
- Kercheville Advisors 2024 Q4 filed Jan. 27, 2025
- Kercheville Advisors 2024 Q3 filed Oct. 24, 2024
- Kercheville Advisors 2024 Q2 filed July 30, 2024
- Kercheville Advisors 2024 Q1 filed April 25, 2024
- Kercheville Advisors 2023 Q4 filed Jan. 19, 2024
- Kercheville Advisors 2023 Q3 filed Oct. 11, 2023
- Kercheville Advisors 2023 Q2 filed July 20, 2023
- Kercheville Advisors 2023 Q1 filed April 6, 2023
- Kercheville Advisors 2022 Q4 filed Feb. 13, 2023
- Kercheville Advisors 2022 Q3 filed Oct. 17, 2022
- Kercheville Advisors 2022 Q2 filed July 18, 2022
- Kercheville Advisors 2022 Q1 filed April 29, 2022