Kercheville Advisors
Latest statistics and disclosures from Kercheville Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AMZN, AAPL, GOOG, AEM, and represent 29.17% of Kercheville Advisors's stock portfolio.
- Added to shares of these 10 stocks: INTC, LLY, DELL, XBI, CAT, SPCX, MRVL, IWM, PSNL, SNDK.
- Started 13 new stock positions in SPCX, CRDO, IWM, GPIQ, AMAT, RCL, MRVL, PSNL, CRWD, SNDK. VRT, PANW, INTC.
- Reduced shares in these 10 stocks: , MU (-$7.3M), BE, AEM, META, GDXJ, CELH, GDX, NFLX, .
- Sold out of its positions in BKR, FANG, XOM, HAL, EWY, SLV, KGC, LVS, MUX, NQP. SLB.
- Kercheville Advisors was a net seller of stock by $-15M.
- Kercheville Advisors has $328M in assets under management (AUM), dropping by 5.05%.
- Central Index Key (CIK): 0001890748
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Portfolio Holdings for Kercheville Advisors
Kercheville Advisors holds 108 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.8 | $22M | -2% | 111k | 200.09 |
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| Amazon (AMZN) | 6.6 | $22M | 91k | 238.34 |
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| Apple (AAPL) | 6.1 | $20M | 70k | 289.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.8 | $19M | 54k | 353.33 |
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| Agnico (AEM) | 3.9 | $13M | -20% | 82k | 155.13 |
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| Costco Wholesale Corporation (COST) | 3.5 | $11M | -2% | 12k | 935.44 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 3.3 | $11M | +3% | 159k | 67.50 |
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| Advanced Micro Devices (AMD) | 3.0 | $9.9M | -5% | 17k | 580.91 |
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| Ge Vernova (GEV) | 2.9 | $9.6M | +6% | 8.1k | 1174.80 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $9.3M | -4% | 26k | 357.37 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 2.4 | $7.8M | -20% | 104k | 75.45 |
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| MPLX Com Unit Rep Ltd (MPLX) | 2.4 | $7.8M | 138k | 56.33 |
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| Meta Platforms Cl A (META) | 2.3 | $7.7M | -22% | 14k | 563.27 |
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| Eli Lilly & Co. (LLY) | 2.2 | $7.2M | +193% | 6.0k | 1199.46 |
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| Dell Technologies CL C (DELL) | 2.2 | $7.1M | +192% | 17k | 431.46 |
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| Wal-Mart Stores (WMT) | 2.2 | $7.1M | 62k | 113.26 |
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| Micron Technology (MU) | 2.1 | $6.9M | -51% | 6.0k | 1154.29 |
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| Tesla Motors (TSLA) | 2.0 | $6.7M | 16k | 420.60 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 1.9 | $6.3M | -24% | 64k | 98.25 |
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| Bloom Energy Corp Com Cl A (BE) | 1.7 | $5.7M | -41% | 19k | 302.70 |
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| Immunitybio (IBRX) | 1.7 | $5.6M | 645k | 8.76 |
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| Caterpillar (CAT) | 1.7 | $5.5M | +81% | 5.2k | 1064.90 |
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| Intel Corporation (INTC) | 1.5 | $4.9M | NEW | 35k | 139.63 |
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| Southwest Airlines (LUV) | 1.4 | $4.6M | 90k | 51.42 |
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| Microsoft Corporation (MSFT) | 1.4 | $4.6M | -17% | 12k | 373.01 |
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| Starbucks Corporation (SBUX) | 1.3 | $4.3M | +26% | 42k | 102.19 |
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| Cameco Corporation (CCJ) | 1.3 | $4.2M | -3% | 42k | 101.86 |
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| Netflix (NFLX) | 1.3 | $4.1M | -31% | 58k | 71.40 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 1.2 | $3.9M | +322% | 25k | 158.25 |
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| Enterprise Products Partners (EPD) | 1.2 | $3.8M | +10% | 103k | 36.76 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $3.2M | -2% | 28k | 117.67 |
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| Celsius Hldgs Com New (CELH) | 0.9 | $3.1M | -39% | 106k | 29.28 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $2.6M | -6% | 7.1k | 368.38 |
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| Uber Technologies (UBER) | 0.7 | $2.4M | -6% | 34k | 72.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.1M | -11% | 4.2k | 500.43 |
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| Alamos Gold Com Cl A (AGI) | 0.6 | $2.0M | -13% | 66k | 30.31 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.6 | $2.0M | +3% | 49k | 40.72 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $1.9M | +28% | 101k | 19.12 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $1.9M | -33% | 16k | 116.67 |
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| Corning Incorporated (GLW) | 0.5 | $1.8M | +125% | 7.1k | 255.43 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.5 | $1.6M | -6% | 137k | 11.74 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.5 | $1.5M | NEW | 8.9k | 170.86 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $1.5M | 57k | 26.52 |
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| Cisco Systems (CSCO) | 0.5 | $1.5M | 13k | 117.46 |
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| Marvell Technology (MRVL) | 0.5 | $1.5M | NEW | 5.0k | 297.89 |
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| Deere & Company (DE) | 0.4 | $1.4M | 2.3k | 634.33 |
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| Chevron Corporation (CVX) | 0.4 | $1.4M | -7% | 8.5k | 165.76 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.4 | $1.4M | +36% | 32k | 42.87 |
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| McDonald's Corporation (MCD) | 0.4 | $1.3M | -2% | 5.0k | 270.31 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.3M | NEW | 4.4k | 300.45 |
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| Personalis Ord (PSNL) | 0.4 | $1.3M | NEW | 94k | 13.40 |
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| Home Depot (HD) | 0.3 | $1.1M | 3.2k | 352.68 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.3 | $1.1M | 92k | 12.12 |
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| Sandisk Corp (SNDK) | 0.3 | $1.1M | NEW | 490.00 | 2273.73 |
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| Palo Alto Networks (PANW) | 0.3 | $1.1M | NEW | 3.2k | 341.02 |
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| Synopsys (SNPS) | 0.3 | $995k | -55% | 2.2k | 446.11 |
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| Alamo (ALG) | 0.3 | $971k | 5.9k | 164.49 |
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| Akamai Technologies (AKAM) | 0.3 | $969k | +17% | 8.2k | 118.21 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.3 | $963k | +13% | 22k | 43.76 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $772k | -15% | 800.00 | 965.00 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.2 | $757k | -11% | 59k | 12.80 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $749k | 1.00 | 748850.00 |
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| Broadcom (AVGO) | 0.2 | $723k | -3% | 1.9k | 377.75 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $700k | -10% | 6.1k | 114.18 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $665k | +10% | 6.2k | 107.50 |
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| Boeing Company (BA) | 0.2 | $631k | +5% | 2.9k | 216.45 |
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| Trane Technologies SHS (TT) | 0.2 | $568k | 1.2k | 491.16 |
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| Goldman Sachs (GS) | 0.2 | $549k | +44% | 543.00 | 1011.37 |
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| Steel Dynamics (STLD) | 0.2 | $547k | 2.4k | 229.46 |
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| Upstart Hldgs (UPST) | 0.2 | $532k | 15k | 35.43 |
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| Merck & Co (MRK) | 0.2 | $514k | 4.0k | 128.50 |
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| Western Digital (WDC) | 0.2 | $511k | -33% | 800.00 | 638.72 |
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| Uranium Energy (UEC) | 0.1 | $486k | -24% | 46k | 10.66 |
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| Garmin SHS (GRMN) | 0.1 | $475k | 2.0k | 237.54 |
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| Valero Energy Corporation (VLO) | 0.1 | $468k | 1.8k | 260.38 |
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| Templeton Emerging Markets Income Fund (TEI) | 0.1 | $436k | 65k | 6.74 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $435k | 9.6k | 45.34 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $423k | 8.2k | 51.85 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $390k | NEW | 1.4k | 271.95 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $382k | 1.8k | 208.42 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $368k | NEW | 1.1k | 334.90 |
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| Abbvie (ABBV) | 0.1 | $356k | 1.4k | 251.69 |
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| Visa Com Cl A (V) | 0.1 | $354k | -8% | 1.0k | 343.09 |
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| At&t (T) | 0.1 | $339k | +2% | 16k | 20.70 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.1 | $310k | +67% | 29k | 10.57 |
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| Altria (MO) | 0.1 | $310k | -2% | 4.3k | 71.94 |
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| AeroVironment (AVAV) | 0.1 | $293k | -4% | 1.8k | 165.07 |
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| Xcel Energy (XEL) | 0.1 | $292k | 3.6k | 80.30 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $275k | NEW | 360.00 | 763.14 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.1 | $273k | +3% | 11k | 25.73 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $271k | +10% | 4.9k | 55.57 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) | 0.1 | $260k | 5.7k | 45.52 |
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| Verizon Communications (VZ) | 0.1 | $246k | 5.8k | 42.34 |
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| Bristol Myers Squibb (BMY) | 0.1 | $239k | +2% | 4.1k | 57.63 |
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| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $235k | 22k | 10.60 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $228k | NEW | 717.00 | 317.33 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.1 | $225k | NEW | 3.8k | 59.31 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $222k | 3.5k | 62.88 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $222k | 867.00 | 255.67 |
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| Sofi Technologies (SOFI) | 0.1 | $220k | 12k | 17.93 |
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| Applied Materials (AMAT) | 0.1 | $202k | NEW | 280.00 | 723.00 |
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| Pimco Municipal Income Fund II (PML) | 0.1 | $198k | 26k | 7.61 |
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| Invesco Quality Municipal Inc Trust (IQI) | 0.1 | $192k | -9% | 19k | 10.12 |
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| Invesco Van Kampen Muni Opp Trust (VMO) | 0.1 | $183k | 19k | 9.87 |
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| Doubleline Opportunistic Cr (DBL) | 0.1 | $171k | 12k | 14.38 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $144k | +8% | 13k | 10.72 |
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| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $140k | 13k | 10.79 |
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| Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.0 | $113k | 10k | 11.32 |
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Past Filings by Kercheville Advisors
SEC 13F filings are viewable for Kercheville Advisors going back to 2020
- Kercheville Advisors 2026 Q2 filed July 30, 2026
- Kercheville Advisors 2026 Q1 filed April 20, 2026
- 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