Kercheville Advisors

Kercheville Advisors as of June 30, 2025

Portfolio Holdings for Kercheville Advisors

Kercheville Advisors holds 105 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 7.0 $20M 93k 219.39
Apple (AAPL) 5.1 $15M 72k 205.17
Meta Platforms Cl A (META) 5.0 $14M 20k 738.09
Agnico (AEM) 4.6 $13M 112k 118.93
Netflix (NFLX) 4.5 $13M 9.8k 1339.13
NVIDIA Corporation (NVDA) 4.4 $13M 81k 157.99
Costco Wholesale Corporation (COST) 4.3 $12M 13k 989.90
Microsoft Corporation (MSFT) 4.1 $12M 24k 497.41
Alphabet Cap Stk Cl C (GOOG) 3.6 $10M 59k 177.39
Celsius Hldgs Com New (CELH) 3.3 $9.4M 203k 46.39
Vaneck Etf Trust Gold Miners Etf (GDX) 3.3 $9.4M 181k 52.06
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 2.9 $8.3M 154k 53.59
Blackstone Group Inc Com Cl A (BX) 2.7 $7.8M 52k 149.58
Hess Midstream Cl A Shs (HESM) 2.6 $7.4M 193k 38.51
Vaneck Etf Trust Junior Gold Mine (GDXJ) 2.6 $7.4M 109k 67.59
MPLX Com Unit Rep Ltd (MPLX) 2.4 $6.9M 135k 51.51
Eli Lilly & Co. (LLY) 2.3 $6.6M 8.5k 779.53
Exxon Mobil Corporation (XOM) 2.2 $6.4M 59k 107.80
Alphabet Cap Stk Cl A (GOOGL) 2.1 $6.0M 34k 176.23
Tesla Motors (TSLA) 2.0 $5.8M 18k 317.66
Wal-Mart Stores (WMT) 1.8 $5.1M 52k 97.78
Uber Technologies (UBER) 1.5 $4.2M 45k 93.30
Starbucks Corporation (SBUX) 1.3 $3.8M 41k 91.63
Palantir Technologies Cl A (PLTR) 1.1 $3.2M 24k 136.32
Sofi Technologies (SOFI) 1.0 $3.0M 162k 18.21
Cameco Corporation (CCJ) 1.0 $2.8M 38k 74.23
JPMorgan Chase & Co. (JPM) 0.9 $2.6M 9.1k 289.91
Alamos Gold Com Cl A (AGI) 0.9 $2.6M 98k 26.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.5M 5.2k 485.80
Boeing Company (BA) 0.8 $2.4M 11k 209.52
Energy Transfer Com Ut Ltd Ptn (ET) 0.8 $2.2M 123k 18.13
Micron Technology (MU) 0.7 $2.1M 17k 123.25
Spdr Gold Tr Gold Shs (GLD) 0.7 $2.1M 6.9k 304.83
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.7 $1.9M 24k 81.66
Southwest Airlines (LUV) 0.6 $1.8M 55k 32.44
Advanced Micro Devices (AMD) 0.6 $1.8M 12k 141.90
Broadcom (AVGO) 0.6 $1.7M 6.1k 275.65
Ishares Silver Tr Ishares (SLV) 0.6 $1.7M 51k 32.81
Dell Technologies CL C (DELL) 0.6 $1.7M 14k 122.60
Crowdstrike Hldgs Cl A (CRWD) 0.6 $1.6M 3.2k 509.31
McDonald's Corporation (MCD) 0.5 $1.5M 5.2k 292.17
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.5 $1.5M 16k 92.59
Nuveen Insured Tax-Free Adv Munici (NEA) 0.5 $1.5M 133k 10.92
Cisco Systems (CSCO) 0.5 $1.5M 21k 69.38
Hess (HES) 0.5 $1.4M 10k 138.54
Alamo (ALG) 0.5 $1.4M 6.2k 218.38
Reaves Util Income Com Sh Ben Int (UTG) 0.4 $1.3M 35k 36.18
Home Depot (HD) 0.4 $1.2M 3.3k 366.64
Caterpillar (CAT) 0.4 $1.1M 2.9k 388.21
Nuveen Div. Advantage Muni. Fund (NAD) 0.4 $1.1M 94k 11.29
Deere & Company (DE) 0.4 $1.0M 2.0k 508.49
Upstart Hldgs (UPST) 0.3 $970k 15k 64.68
Harmony Gold Mining Sponsored Adr (HMY) 0.3 $955k 68k 13.97
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $877k 7.6k 115.35
At&t (T) 0.3 $779k 27k 28.94
Ge Vernova (GEV) 0.3 $767k 1.5k 529.15
Tortoise Energy Infrastructure closed end funds (TYG) 0.3 $762k 17k 43.89
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $729k 1.00 728800.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $700k 6.2k 113.41
Intuitive Surgical Com New (ISRG) 0.2 $649k 1.2k 543.41
Ivanhoe Electric (IE) 0.2 $634k 70k 9.07
Carnival Corp Unit 99/99/9999 (CCL) 0.2 $633k 23k 28.12
Trane Technologies SHS (TT) 0.2 $506k 1.2k 437.41
Sony Group Corp Sponsored Adr (SONY) 0.2 $457k 18k 26.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $456k 2.0k 226.49
Spotify Technology S A SHS (SPOT) 0.2 $439k 572.00 767.34
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $427k 59k 7.26
Akamai Technologies (AKAM) 0.1 $427k 5.4k 79.76
Garmin SHS (GRMN) 0.1 $417k 2.0k 208.72
Microstrategy Cl A New (MSTR) 0.1 $410k 1.0k 404.23
Franco-Nevada Corporation (FNV) 0.1 $390k 2.4k 163.95
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $388k 8.0k 48.86
Visa Com Cl A (V) 0.1 $369k 1.0k 355.05
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $350k 5.7k 61.21
Steel Dynamics (STLD) 0.1 $346k 2.7k 128.01
Templeton Emerging Markets Income Fund (TEI) 0.1 $345k 58k 6.00
Global X Fds Gb Msci Ar Etf (ARGT) 0.1 $339k 4.0k 84.73
Goldman Sachs (GS) 0.1 $336k 475.00 707.75
United Parcel Service CL B (UPS) 0.1 $333k 3.3k 100.94
Nuveen Insd Dividend Advantage (NVG) 0.1 $305k 26k 11.93
Global X Fds Defense Tech Etf (SHLD) 0.1 $283k 4.7k 60.25
Immunitybio (IBRX) 0.1 $265k 101k 2.64
Abbvie (ABBV) 0.1 $264k 1.4k 185.59
Generac Holdings (GNRC) 0.1 $251k 1.8k 143.21
Altria (MO) 0.1 $249k 4.2k 58.63
Axon Enterprise (AXON) 0.1 $243k 293.00 827.94
AeroVironment (AVAV) 0.1 $242k 850.00 284.95
Verizon Communications (VZ) 0.1 $229k 5.3k 43.27
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO) 0.1 $226k 2.1k 107.53
Doubleline Opportunistic Cr (DBL) 0.1 $216k 14k 15.38
Royal Caribbean Cruises (RCL) 0.1 $212k 676.00 312.92
Coupang Cl A (CPNG) 0.1 $210k 7.0k 29.96
Bank of America Corporation (BAC) 0.1 $204k 4.3k 47.33
Nuveen Mun High Income Opp F (NMZ) 0.1 $182k 18k 10.37
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.1 $166k 16k 10.37
Invesco Van Kampen Muni Opp Trust (VMO) 0.1 $148k 16k 9.18
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.0 $138k 15k 9.49
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $131k 11k 11.92
Invesco Van Kampen Penn Vl MI Trust (VPV) 0.0 $111k 11k 10.06
Invesco Quality Municipal Inc Trust (IQI) 0.0 $103k 11k 9.38
Pimco Municipal Income Fund III (PMX) 0.0 $103k 15k 6.86
Ambev Sa Sponsored Adr (ABEV) 0.0 $95k 39k 2.41
Nexgen Energy (NXE) 0.0 $69k 10k 6.94
Aris Mng Corp (ARMN) 0.0 $67k 10k 6.72
B2gold Corp (BTG) 0.0 $40k 11k 3.61