Kercheville Advisors

Kercheville Advisors as of March 31, 2023

Portfolio Holdings for Kercheville Advisors

Kercheville Advisors holds 75 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.3 $15M 91k 164.90
Amazon (AMZN) 6.3 $9.2M 89k 103.29
Exxon Mobil Corporation (XOM) 4.9 $7.2M 66k 109.66
Agnico (AEM) 4.4 $6.4M 126k 50.97
Costco Wholesale Corporation (COST) 4.3 $6.2M 13k 496.86
Alphabet Cap Stk Cl C (GOOG) 4.2 $6.1M 58k 104.00
Nustar Energy Unit Com 4.1 $6.0M 386k 15.64
Microsoft Corporation (MSFT) 4.1 $6.0M 21k 288.30
MPLX Com Unit Rep Ltd (MPLX) 4.0 $5.8M 170k 34.45
Hess Midstream Cl A Shs (HESM) 4.0 $5.8M 201k 28.94
Vaneck Etf Trust Gold Miners Etf (GDX) 3.3 $4.8M 150k 32.35
Hess (HES) 3.3 $4.7M 36k 132.34
Starbucks Corporation (SBUX) 3.0 $4.3M 42k 104.13
Alphabet Cap Stk Cl A (GOOGL) 2.7 $4.0M 39k 103.73
Blackstone Group Inc Com Cl A (BX) 2.6 $3.8M 44k 87.84
Schlumberger Com Stk (SLB) 2.3 $3.3M 67k 49.10
Netflix (NFLX) 2.1 $3.1M 8.8k 345.48
Vaneck Etf Trust Junior Gold Mine (GDXJ) 2.0 $3.0M 75k 39.50
Devon Energy Corporation (DVN) 1.8 $2.6M 52k 50.61
Southwest Airlines (LUV) 1.7 $2.5M 78k 32.54
Newmont Mining Corporation (NEM) 1.6 $2.3M 46k 49.02
Inmode SHS (INMD) 1.5 $2.2M 70k 31.96
Uber Technologies (UBER) 1.5 $2.2M 71k 31.70
Meta Platforms Cl A (META) 1.5 $2.2M 11k 211.94
McDonald's Corporation (MCD) 1.4 $2.0M 7.3k 279.61
Energy Transfer Com Ut Ltd Ptn (ET) 1.1 $1.6M 130k 12.47
Franco-Nevada Corporation (FNV) 1.0 $1.4M 9.6k 145.80
Alamo (ALG) 1.0 $1.4M 7.6k 184.16
Tesla Motors (TSLA) 0.9 $1.3M 6.1k 207.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.2M 3.9k 308.77
Las Vegas Sands (LVS) 0.8 $1.2M 20k 57.45
Spdr Gold Tr Gold Shs (GLD) 0.7 $983k 5.4k 183.22
ImmunoGen 0.7 $970k 253k 3.84
Home Depot (HD) 0.7 $967k 3.3k 295.12
NVIDIA Corporation (NVDA) 0.6 $935k 3.4k 277.78
Akamai Technologies (AKAM) 0.6 $893k 11k 78.30
Deere & Company (DE) 0.6 $867k 2.1k 412.88
Bristol Myers Squibb (BMY) 0.6 $857k 12k 69.31
Bowlero Corp Cl A Com (LUCK) 0.4 $610k 36k 16.95
Caterpillar (CAT) 0.4 $572k 2.5k 228.84
Cameco Corporation (CCJ) 0.4 $565k 22k 26.17
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $469k 1.00 468711.00
Freeport-mcmoran CL B (FCX) 0.3 $426k 10k 40.91
Alamos Gold Com Cl A (AGI) 0.3 $415k 34k 12.19
Shopify Cl A (SHOP) 0.3 $394k 8.2k 47.94
Ishares Silver Tr Ishares (SLV) 0.3 $392k 18k 22.12
Pepsi (PEP) 0.2 $365k 2.0k 182.30
Visa Com Cl A (V) 0.2 $338k 1.5k 225.46
Steel Dynamics (STLD) 0.2 $331k 2.9k 113.06
Mp Materials Corp Com Cl A (MP) 0.2 $313k 11k 28.19
United Parcel Service CL B (UPS) 0.2 $311k 1.6k 193.98
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $302k 7.8k 38.65
Walt Disney Company (DIS) 0.2 $300k 3.0k 100.13
Templeton Emerging Markets Income Fund (TEI) 0.2 $279k 55k 5.07
Trane Technologies SHS (TT) 0.2 $277k 1.5k 183.98
Sunpower (SPWRQ) 0.2 $272k 20k 13.84
Boeing Company (BA) 0.2 $268k 1.3k 212.42
Paypal Holdings (PYPL) 0.2 $243k 3.2k 75.94
Chart Industries (GTLS) 0.2 $234k 1.9k 125.40
Nuveen Insd Dividend Advantage (NVG) 0.2 $233k 20k 11.78
Doubleline Opportunistic Cr (DBL) 0.2 $219k 15k 14.18
Cohen & Steers infrastucture Fund (UTF) 0.1 $215k 8.8k 24.40
Advanced Micro Devices (AMD) 0.1 $211k 2.2k 98.01
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $206k 18k 11.53
Garmin SHS (GRMN) 0.1 $202k 2.0k 100.92
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.1 $173k 17k 10.17
Nuveen Mun High Income Opp F (NMZ) 0.1 $160k 15k 10.80
Upstart Hldgs (UPST) 0.1 $159k 10k 15.89
Pimco Municipal Income Fund III (PMX) 0.1 $141k 17k 8.31
Invesco Van Kampen Muni Opp Trust (VMO) 0.1 $128k 13k 9.81
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.1 $123k 12k 9.94
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $114k 10k 11.12
Invesco Van Kampen Penn Vl MI Trust (VPV) 0.1 $110k 11k 10.04
Pimco Municipal Income Fund II (PML) 0.1 $107k 11k 9.39
Fuelcell Energy 0.0 $57k 20k 2.85