Kieckhefer Group
Latest statistics and disclosures from Kieckhefer Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, PLTR, ISRG, QQQ, BWXT, and represent 62.72% of Kieckhefer Group's stock portfolio.
- Added to shares of these 10 stocks: CRDO, TTD, VOO, RTX, EME, DRS, NVDA, QQQM, CIEN, GOOG.
- Started 7 new stock positions in TTD, DRS, CRDO, GOOG, CIEN, UTES, EME.
- Reduced shares in these 10 stocks: , SHOP, LNG, ISRG, BAER, VIOG, DELL, AAPL, AISP, MVIS.
- Sold out of its positions in AISP, EXACT Sciences Corporation, SHOP.
- Kieckhefer Group was a net buyer of stock by $7.0M.
- Kieckhefer Group has $212M in assets under management (AUM), dropping by 0.72%.
- Central Index Key (CIK): 0002051613
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Portfolio Holdings for Kieckhefer Group
Kieckhefer Group holds 58 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 | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 39.6 | $84M | 481k | 174.40 |
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| Palantir Technologies Cl A (PLTR) | 10.3 | $22M | 149k | 146.28 |
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| Intuitive Surgical Com New (ISRG) | 5.2 | $11M | 24k | 460.99 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.8 | $8.1M | 14k | 577.17 |
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| Bwx Technologies (BWXT) | 3.8 | $8.1M | 39k | 204.49 |
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| Vertiv Holdings Com Cl A (VRT) | 3.4 | $7.2M | 29k | 250.58 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 2.9 | $6.1M | 24k | 257.35 |
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| Netflix (NFLX) | 2.7 | $5.7M | 59k | 96.15 |
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| Dell Technologies CL C (DELL) | 2.5 | $5.2M | 32k | 164.13 |
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| Cheniere Energy Com New (LNG) | 2.5 | $5.2M | -2% | 18k | 283.76 |
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| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 2.4 | $5.0M | 41k | 124.46 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $3.4M | 20k | 169.66 |
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| Raytheon Technologies Corp (RTX) | 1.4 | $2.9M | +50% | 15k | 192.90 |
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| Wec Energy Group (WEC) | 1.2 | $2.6M | 23k | 115.77 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $2.6M | +77% | 4.3k | 597.61 |
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| Archer Daniels Midland Company (ADM) | 1.1 | $2.3M | 32k | 72.69 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.0 | $2.1M | +16% | 8.9k | 237.62 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.9 | $1.9M | 25k | 76.16 |
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| Soundhound Ai Class A Com (SOUN) | 0.8 | $1.7M | 254k | 6.87 |
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| Caterpillar (CAT) | 0.8 | $1.7M | +6% | 2.4k | 708.46 |
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| Nrg Energy Com New (NRG) | 0.8 | $1.6M | 11k | 146.14 |
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| Western Digital (WDC) | 0.8 | $1.6M | 6.0k | 270.49 |
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| Draganfly (DPRO) | 0.7 | $1.5M | 316k | 4.91 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.7 | $1.5M | NEW | 16k | 93.87 |
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| The Trade Desk Com Cl A (TTD) | 0.6 | $1.3M | NEW | 58k | 22.69 |
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| Tempur-Pedic International (SGI) | 0.6 | $1.3M | 18k | 73.92 |
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| Plug Pwr Com New (PLUG) | 0.5 | $1.1M | 500k | 2.26 |
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| Samsara Com Cl A (IOT) | 0.5 | $979k | 31k | 31.69 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.4 | $933k | 4.0k | 233.26 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $868k | 3.0k | 287.18 |
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| Apple (AAPL) | 0.4 | $785k | -6% | 3.1k | 253.79 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.4 | $746k | 6.5k | 114.83 |
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| Unusual Machs Com Shs (UMAC) | 0.4 | $744k | 60k | 12.40 |
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| Amazon (AMZN) | 0.3 | $677k | +16% | 3.2k | 208.27 |
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| Emcor (EME) | 0.3 | $591k | NEW | 800.00 | 738.31 |
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| United States Antimony (UAMY) | 0.3 | $576k | 66k | 8.73 |
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| Johnson & Johnson (JNJ) | 0.2 | $526k | 2.2k | 244.44 |
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| D R S Technologies (DRS) | 0.2 | $493k | NEW | 11k | 44.52 |
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| McKesson Corporation (MCK) | 0.2 | $476k | 550.00 | 865.36 |
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| Bridger Aerospace Grp Hldgs (BAER) | 0.2 | $413k | -13% | 208k | 1.98 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $407k | 945.00 | 430.29 |
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| Red Cat Hldgs (RCAT) | 0.2 | $373k | 29k | 13.09 |
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| Abbvie (ABBV) | 0.2 | $370k | 1.7k | 217.49 |
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| Meta Platforms Cl A (META) | 0.1 | $314k | +10% | 549.00 | 572.13 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $283k | 2.5k | 114.33 |
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| Microsoft Corporation (MSFT) | 0.1 | $282k | +69% | 762.00 | 370.17 |
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| Ciena Corp Com New (CIEN) | 0.1 | $272k | NEW | 700.00 | 388.23 |
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| Procter & Gamble Company (PG) | 0.1 | $267k | 1.9k | 144.44 |
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| International Business Machines (IBM) | 0.1 | $258k | +39% | 1.1k | 242.39 |
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| Arista Networks Com Shs (ANET) | 0.1 | $258k | 2.1k | 122.78 |
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| Eli Lilly & Co. (LLY) | 0.1 | $230k | 250.00 | 919.77 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $229k | 1.7k | 130.94 |
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| Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $227k | 74k | 3.07 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $225k | NEW | 786.00 | 286.71 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.1 | $201k | NEW | 2.5k | 79.90 |
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| Angel Studios Cl A Com (ANGX) | 0.1 | $183k | +50% | 60k | 3.05 |
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| Microvision Inc Del Com New (MVIS) | 0.0 | $65k | -19% | 101k | 0.64 |
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| Ammo (POWW) | 0.0 | $20k | 10k | 2.01 |
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Past Filings by Kieckhefer Group
SEC 13F filings are viewable for Kieckhefer Group going back to 2024
- Kieckhefer Group 2026 Q1 filed April 21, 2026
- Kieckhefer Group 2025 Q4 filed Jan. 15, 2026
- Kieckhefer Group 2025 Q3 filed Oct. 20, 2025
- Kieckhefer Group 2025 Q2 filed July 14, 2025
- Kieckhefer Group 2025 Q1 filed April 25, 2025
- Kieckhefer Group 2024 Q4 filed Jan. 13, 2025