Kercheville Advisors as of June 30, 2026
Portfolio Holdings for Kercheville Advisors
Kercheville Advisors holds 108 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.8 | $22M | 111k | 200.09 | |
| Amazon (AMZN) | 6.6 | $22M | 91k | 238.34 | |
| Apple (AAPL) | 6.1 | $20M | 70k | 289.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.8 | $19M | 54k | 353.33 | |
| Agnico (AEM) | 3.9 | $13M | 82k | 155.13 | |
| Costco Wholesale Corporation (COST) | 3.5 | $11M | 12k | 935.44 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 3.3 | $11M | 159k | 67.50 | |
| Advanced Micro Devices (AMD) | 3.0 | $9.9M | 17k | 580.91 | |
| Ge Vernova (GEV) | 2.9 | $9.6M | 8.1k | 1174.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $9.3M | 26k | 357.37 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 2.4 | $7.8M | 104k | 75.45 | |
| MPLX Com Unit Rep Ltd (MPLX) | 2.4 | $7.8M | 138k | 56.33 | |
| Meta Platforms Cl A (META) | 2.3 | $7.7M | 14k | 563.27 | |
| Eli Lilly & Co. (LLY) | 2.2 | $7.2M | 6.0k | 1199.46 | |
| Dell Technologies CL C (DELL) | 2.2 | $7.1M | 17k | 431.46 | |
| Wal-Mart Stores (WMT) | 2.2 | $7.1M | 62k | 113.26 | |
| Micron Technology (MU) | 2.1 | $6.9M | 6.0k | 1154.29 | |
| Tesla Motors (TSLA) | 2.0 | $6.7M | 16k | 420.60 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 1.9 | $6.3M | 64k | 98.25 | |
| Bloom Energy Corp Com Cl A (BE) | 1.7 | $5.7M | 19k | 302.70 | |
| Immunitybio (IBRX) | 1.7 | $5.6M | 645k | 8.76 | |
| Caterpillar (CAT) | 1.7 | $5.5M | 5.2k | 1064.90 | |
| Intel Corporation (INTC) | 1.5 | $4.9M | 35k | 139.63 | |
| Southwest Airlines (LUV) | 1.4 | $4.6M | 90k | 51.42 | |
| Microsoft Corporation (MSFT) | 1.4 | $4.6M | 12k | 373.01 | |
| Starbucks Corporation (SBUX) | 1.3 | $4.3M | 42k | 102.19 | |
| Cameco Corporation (CCJ) | 1.3 | $4.2M | 42k | 101.86 | |
| Netflix (NFLX) | 1.3 | $4.1M | 58k | 71.40 | |
| Spdr Series Trust St Str Sp Biot (XBI) | 1.2 | $3.9M | 25k | 158.25 | |
| Enterprise Products Partners (EPD) | 1.2 | $3.8M | 103k | 36.76 | |
| Blackstone Group Inc Com Cl A (BX) | 1.0 | $3.2M | 28k | 117.67 | |
| Celsius Hldgs Com New (CELH) | 0.9 | $3.1M | 106k | 29.28 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $2.6M | 7.1k | 368.38 | |
| Uber Technologies (UBER) | 0.7 | $2.4M | 34k | 72.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.1M | 4.2k | 500.43 | |
| Alamos Gold Com Cl A (AGI) | 0.6 | $2.0M | 66k | 30.31 | |
| Reaves Util Income Com Sh Ben Int (UTG) | 0.6 | $2.0M | 49k | 40.72 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $1.9M | 101k | 19.12 | |
| Palantir Technologies Cl A (PLTR) | 0.6 | $1.9M | 16k | 116.67 | |
| Corning Incorporated (GLW) | 0.5 | $1.8M | 7.1k | 255.43 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.5 | $1.6M | 137k | 11.74 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.5 | $1.5M | 8.9k | 170.86 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $1.5M | 57k | 26.52 | |
| Cisco Systems (CSCO) | 0.5 | $1.5M | 13k | 117.46 | |
| Marvell Technology (MRVL) | 0.5 | $1.5M | 5.0k | 297.89 | |
| Deere & Company (DE) | 0.4 | $1.4M | 2.3k | 634.33 | |
| Chevron Corporation (CVX) | 0.4 | $1.4M | 8.5k | 165.76 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.4 | $1.4M | 32k | 42.87 | |
| McDonald's Corporation (MCD) | 0.4 | $1.3M | 5.0k | 270.31 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.3M | 4.4k | 300.45 | |
| Personalis Ord (PSNL) | 0.4 | $1.3M | 94k | 13.40 | |
| Home Depot (HD) | 0.3 | $1.1M | 3.2k | 352.68 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.3 | $1.1M | 92k | 12.12 | |
| Sandisk Corp (SNDK) | 0.3 | $1.1M | 490.00 | 2273.73 | |
| Palo Alto Networks (PANW) | 0.3 | $1.1M | 3.2k | 341.02 | |
| Synopsys (SNPS) | 0.3 | $995k | 2.2k | 446.11 | |
| Alamo (ALG) | 0.3 | $971k | 5.9k | 164.49 | |
| Akamai Technologies (AKAM) | 0.3 | $969k | 8.2k | 118.21 | |
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.3 | $963k | 22k | 43.76 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $772k | 800.00 | 965.00 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.2 | $757k | 59k | 12.80 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $749k | 1.00 | 748850.00 | |
| Broadcom (AVGO) | 0.2 | $723k | 1.9k | 377.75 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $700k | 6.1k | 114.18 | |
| United Parcel Svcs CL B (UPS) | 0.2 | $665k | 6.2k | 107.50 | |
| Boeing Company (BA) | 0.2 | $631k | 2.9k | 216.45 | |
| Trane Technologies SHS (TT) | 0.2 | $568k | 1.2k | 491.16 | |
| Goldman Sachs (GS) | 0.2 | $549k | 543.00 | 1011.37 | |
| Steel Dynamics (STLD) | 0.2 | $547k | 2.4k | 229.46 | |
| Upstart Hldgs (UPST) | 0.2 | $532k | 15k | 35.43 | |
| Merck & Co (MRK) | 0.2 | $514k | 4.0k | 128.50 | |
| Western Digital (WDC) | 0.2 | $511k | 800.00 | 638.72 | |
| Uranium Energy (UEC) | 0.1 | $486k | 46k | 10.66 | |
| Garmin SHS (GRMN) | 0.1 | $475k | 2.0k | 237.54 | |
| Valero Energy Corporation (VLO) | 0.1 | $468k | 1.8k | 260.38 | |
| Templeton Emerging Markets Income Fund (TEI) | 0.1 | $436k | 65k | 6.74 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $435k | 9.6k | 45.34 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $423k | 8.2k | 51.85 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $390k | 1.4k | 271.95 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $382k | 1.8k | 208.42 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $368k | 1.1k | 334.90 | |
| Abbvie (ABBV) | 0.1 | $356k | 1.4k | 251.69 | |
| Visa Com Cl A (V) | 0.1 | $354k | 1.0k | 343.09 | |
| At&t (T) | 0.1 | $339k | 16k | 20.70 | |
| Nuveen Mun High Income Opp F (NMZ) | 0.1 | $310k | 29k | 10.57 | |
| Altria (MO) | 0.1 | $310k | 4.3k | 71.94 | |
| AeroVironment (AVAV) | 0.1 | $293k | 1.8k | 165.07 | |
| Xcel Energy (XEL) | 0.1 | $292k | 3.6k | 80.30 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $275k | 360.00 | 763.14 | |
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.1 | $273k | 11k | 25.73 | |
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $271k | 4.9k | 55.57 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) | 0.1 | $260k | 5.7k | 45.52 | |
| Verizon Communications (VZ) | 0.1 | $246k | 5.8k | 42.34 | |
| Bristol Myers Squibb (BMY) | 0.1 | $239k | 4.1k | 57.63 | |
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $235k | 22k | 10.60 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $228k | 717.00 | 317.33 | |
| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.1 | $225k | 3.8k | 59.31 | |
| Freeport Mcmoran CL B (FCX) | 0.1 | $222k | 3.5k | 62.88 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $222k | 867.00 | 255.67 | |
| Sofi Technologies (SOFI) | 0.1 | $220k | 12k | 17.93 | |
| Applied Materials (AMAT) | 0.1 | $202k | 280.00 | 723.00 | |
| Pimco Municipal Income Fund II (PML) | 0.1 | $198k | 26k | 7.61 | |
| Invesco Quality Municipal Inc Trust (IQI) | 0.1 | $192k | 19k | 10.12 | |
| Invesco Van Kampen Muni Opp Trust (VMO) | 0.1 | $183k | 19k | 9.87 | |
| Doubleline Opportunistic Cr (DBL) | 0.1 | $171k | 12k | 14.38 | |
| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $144k | 13k | 10.72 | |
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $140k | 13k | 10.79 | |
| Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.0 | $113k | 10k | 11.32 |
