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