Kercheville Advisors
Latest statistics and disclosures from Kercheville Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AEM, NVDA, AMZN, AAPL, GOOG, and represent 29.88% of Kercheville Advisors's stock portfolio.
- Added to shares of these 10 stocks: EPD, MU, FANG, HAL, IBRX, VLO, GLW, STX, NVG, WES.
- Started 10 new stock positions in WDC, FANG, NQP, STX, HAL, GPIX, GLW, VLO, XEL, MPC.
- Reduced shares in these 10 stocks: BABA, SOFI, BIDU, SLV, CELH, BE, IE, IBIT, , CAVA.
- Sold out of its positions in BABA, APH, BIDU, CAVA, C, CRWD, GE, INTC, ISRG, IBIT. IE, JPM, KTOS, NVO, SHAK, TSM, USAR, FTAI, VIK, IREN, RCL.
- Kercheville Advisors was a net seller of stock by $-44M.
- Kercheville Advisors has $313M in assets under management (AUM), dropping by -18.09%.
- Central Index Key (CIK): 0001890748
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Portfolio Holdings for Kercheville Advisors
Kercheville Advisors holds 106 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Agnico (AEM) | 6.7 | $21M | -2% | 104k | 202.98 |
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| NVIDIA Corporation (NVDA) | 6.4 | $20M | 114k | 174.40 |
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| Amazon (AMZN) | 6.1 | $19M | -4% | 91k | 208.27 |
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| Apple (AAPL) | 5.7 | $18M | 70k | 253.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $16M | -6% | 55k | 286.86 |
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| Costco Wholesale Corporation (COST) | 4.0 | $12M | +2% | 13k | 996.46 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 3.8 | $12M | -10% | 130k | 91.77 |
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| Exxon Mobil Corporation (XOM) | 3.4 | $11M | 62k | 169.66 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 3.3 | $10M | -7% | 85k | 120.04 |
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| Meta Platforms Cl A (META) | 3.2 | $10M | -14% | 18k | 572.12 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 3.2 | $10M | 154k | 64.97 |
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| Netflix (NFLX) | 2.6 | $8.1M | -7% | 84k | 96.15 |
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| Wal-Mart Stores (WMT) | 2.5 | $7.9M | +3% | 64k | 124.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $7.8M | -13% | 27k | 287.56 |
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| MPLX Com Unit Rep Ltd (MPLX) | 2.5 | $7.7M | +3% | 135k | 57.07 |
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| Ge Vernova (GEV) | 2.1 | $6.7M | -3% | 7.6k | 872.85 |
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| Celsius Hldgs Com New (CELH) | 2.0 | $6.3M | -27% | 177k | 35.48 |
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| Tesla Motors (TSLA) | 1.9 | $5.9M | -13% | 16k | 371.75 |
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| Microsoft Corporation (MSFT) | 1.8 | $5.5M | -12% | 15k | 370.17 |
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| Immunitybio (IBRX) | 1.6 | $4.9M | +10% | 643k | 7.67 |
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| Cameco Corporation (CCJ) | 1.5 | $4.7M | -13% | 43k | 108.61 |
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| Bloom Energy Corp Com Cl A (BE) | 1.4 | $4.3M | -33% | 32k | 135.49 |
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| Micron Technology (MU) | 1.3 | $4.2M | +54% | 12k | 337.84 |
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| Advanced Micro Devices (AMD) | 1.2 | $3.7M | -12% | 18k | 203.43 |
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| Palantir Technologies Cl A (PLTR) | 1.2 | $3.6M | -26% | 25k | 146.28 |
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| Enterprise Products Partners (EPD) | 1.1 | $3.5M | +129% | 93k | 37.84 |
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| Alamos Gold Com Cl A (AGI) | 1.1 | $3.4M | -9% | 77k | 44.35 |
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| Southwest Airlines (LUV) | 1.1 | $3.4M | -30% | 90k | 37.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $3.3M | 7.6k | 430.29 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $3.2M | -16% | 28k | 114.99 |
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| Starbucks Corporation (SBUX) | 0.9 | $3.0M | 33k | 89.59 |
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| Uber Technologies (UBER) | 0.8 | $2.6M | -9% | 36k | 71.93 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.3M | -3% | 4.7k | 479.23 |
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| Caterpillar (CAT) | 0.6 | $2.0M | 2.9k | 708.46 |
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| Synopsys (SNPS) | 0.6 | $2.0M | 5.0k | 396.49 |
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| Chevron Corporation (CVX) | 0.6 | $1.9M | +3% | 9.2k | 206.90 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.9M | -45% | 2.0k | 919.83 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.6 | $1.9M | 48k | 39.28 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.5 | $1.6M | +3% | 146k | 11.23 |
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| McDonald's Corporation (MCD) | 0.5 | $1.6M | 5.1k | 310.80 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $1.5M | +21% | 78k | 19.30 |
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| Ishares Silver Tr Ishares (SLV) | 0.5 | $1.5M | -62% | 22k | 68.14 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $1.5M | +20% | 56k | 26.20 |
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| Deere & Company (DE) | 0.4 | $1.3M | +10% | 2.3k | 563.30 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.4 | $1.2M | +8% | 23k | 49.85 |
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| SLB Com Stk (SLB) | 0.4 | $1.1M | -37% | 21k | 51.39 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.3 | $1.1M | 92k | 11.50 |
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| Home Depot (HD) | 0.3 | $1.0M | 3.2k | 328.89 |
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| Cisco Systems (CSCO) | 0.3 | $987k | -7% | 13k | 77.59 |
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| Alamo (ALG) | 0.3 | $973k | 5.9k | 164.97 |
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| Dell Technologies CL C (DELL) | 0.3 | $928k | -34% | 5.7k | 164.13 |
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| Las Vegas Sands (LVS) | 0.3 | $845k | -32% | 16k | 53.88 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.3 | $821k | +82% | 67k | 12.33 |
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| Uranium Energy (UEC) | 0.3 | $817k | -49% | 61k | 13.50 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $813k | -6% | 6.9k | 118.62 |
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| Akamai Technologies (AKAM) | 0.3 | $798k | +49% | 7.0k | 114.85 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.3 | $795k | +69% | 19k | 41.17 |
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| Diamondback Energy (FANG) | 0.3 | $791k | NEW | 4.0k | 197.79 |
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| Spdr Series Trust State Street Spd (XBI) | 0.2 | $750k | -66% | 5.9k | 127.74 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $718k | 1.00 | 718140.00 |
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| Halliburton Company (HAL) | 0.2 | $665k | NEW | 17k | 38.99 |
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| Broadcom (AVGO) | 0.2 | $616k | -9% | 2.0k | 309.51 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $553k | +3% | 5.6k | 98.39 |
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| Boeing Company (BA) | 0.2 | $550k | -54% | 2.8k | 199.01 |
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| Trane Technologies SHS (TT) | 0.2 | $482k | 1.2k | 416.74 |
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| Merck & Co (MRK) | 0.2 | $482k | +5% | 4.0k | 120.29 |
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| Garmin SHS (GRMN) | 0.1 | $464k | 2.0k | 232.01 |
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| At&t (T) | 0.1 | $464k | +10% | 16k | 28.99 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $458k | +66% | 7.5k | 61.05 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $453k | -2% | 1.8k | 247.11 |
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| Valero Energy Corporation (VLO) | 0.1 | $444k | NEW | 1.8k | 247.03 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $441k | -26% | 9.6k | 45.89 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $429k | +4% | 8.2k | 52.64 |
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| Steel Dynamics (STLD) | 0.1 | $429k | -7% | 2.4k | 180.00 |
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| Corning Incorporated (GLW) | 0.1 | $426k | NEW | 3.1k | 135.97 |
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| Upstart Hldgs (UPST) | 0.1 | $385k | +200% | 15k | 25.65 |
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| Templeton Emerging Markets Income Fund (TEI) | 0.1 | $382k | 64k | 6.01 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $372k | NEW | 950.00 | 391.76 |
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| Visa Com Cl A (V) | 0.1 | $342k | +8% | 1.1k | 302.24 |
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| AeroVironment (AVAV) | 0.1 | $339k | -52% | 1.9k | 183.05 |
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| Kinross Gold Corp (KGC) | 0.1 | $330k | -19% | 11k | 30.52 |
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| Western Digital (WDC) | 0.1 | $325k | NEW | 1.2k | 270.49 |
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| Goldman Sachs (GS) | 0.1 | $317k | -21% | 375.00 | 845.99 |
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| Abbvie (ABBV) | 0.1 | $308k | -3% | 1.4k | 217.46 |
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| Verizon Communications (VZ) | 0.1 | $295k | +11% | 5.9k | 50.20 |
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| Altria (MO) | 0.1 | $291k | 4.4k | 65.98 |
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| Xcel Energy (XEL) | 0.1 | $289k | NEW | 3.6k | 79.44 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.1 | $264k | +17% | 10k | 25.79 |
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| Bristol Myers Squibb (BMY) | 0.1 | $245k | 4.0k | 60.65 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) | 0.1 | $242k | 5.7k | 42.53 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $234k | -2% | 1.9k | 123.01 |
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| Mcewen Com New (MUX) | 0.1 | $225k | +10% | 11k | 20.42 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $221k | NEW | 4.4k | 50.04 |
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| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $219k | 22k | 9.87 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $212k | NEW | 867.00 | 244.18 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $208k | 3.5k | 58.78 |
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| Invesco Quality Municipal Inc Trust (IQI) | 0.1 | $202k | +31% | 21k | 9.62 |
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| Pimco Municipal Income Fund II (PML) | 0.1 | $197k | 26k | 7.57 |
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| Sofi Technologies (SOFI) | 0.1 | $195k | -94% | 12k | 15.88 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.1 | $183k | 18k | 10.38 |
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| Invesco Van Kampen Muni Opp Trust (VMO) | 0.1 | $177k | 19k | 9.51 |
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| Doubleline Opportunistic Cr (DBL) | 0.1 | $174k | -5% | 12k | 14.60 |
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| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $136k | 13k | 10.44 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $126k | 12k | 10.21 |
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| Nuveen PA Investnt Quality Municipal (NQP) | 0.0 | $119k | NEW | 10k | 11.93 |
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| Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.0 | $106k | -9% | 10k | 10.57 |
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Past Filings by Kercheville Advisors
SEC 13F filings are viewable for Kercheville Advisors going back to 2020
- 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
- Kercheville Advisors 2022 Q2 filed July 18, 2022