Kieckhefer Group as of March 31, 2025
Portfolio Holdings for Kieckhefer Group
Kieckhefer Group holds 46 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 37.7 | $52M | 481k | 108.38 | |
| Palantir Technologies (PLTR) | 9.3 | $13M | 152k | 84.40 | |
| Exxon Mobil Corporation (XOM) | 6.2 | $8.6M | 72k | 118.93 | |
| Vanguard Mid Cap Growth Uie (VOT) | 4.2 | $5.8M | 24k | 244.64 | |
| Invesco Qqq Trust Uie (QQQ) | 4.2 | $5.8M | 12k | 468.92 | |
| Intuitive Surgical (ISRG) | 3.9 | $5.4M | 11k | 495.27 | |
| ConocoPhillips (COP) | 3.7 | $5.1M | 48k | 105.02 | |
| Netflix (NFLX) | 3.6 | $4.9M | 5.3k | 932.53 | |
| Vanguard S&p Small Cap Uie (VIOG) | 3.2 | $4.5M | 42k | 106.88 | |
| Cheniere Energy (LNG) | 3.0 | $4.1M | 18k | 231.40 | |
| Hewlett Packard Enterprise (HPE) | 2.3 | $3.2M | 204k | 15.43 | |
| Dell Technologies (DELL) | 2.2 | $3.1M | 34k | 91.15 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 1.9 | $2.6M | 36k | 72.20 | |
| Archer Daniels Midland Company (ADM) | 1.6 | $2.2M | 46k | 48.01 | |
| Copart (CPRT) | 1.4 | $2.0M | 35k | 56.59 | |
| Air Products & Chemicals (APD) | 1.3 | $1.8M | 6.1k | 294.92 | |
| SoundHound AI (SOUN) | 1.0 | $1.4M | 176k | 8.12 | |
| Valero Energy Corporation (VLO) | 1.0 | $1.3M | 10k | 132.07 | |
| Samsara (IOT) | 0.8 | $1.2M | 31k | 38.33 | |
| Tempur-Pedic International (SGI) | 0.8 | $1.0M | 18k | 59.88 | |
| Apple (AAPL) | 0.6 | $825k | 3.7k | 222.13 | |
| Vanguard Mid Cap Etf Uie (VO) | 0.6 | $781k | 3.0k | 258.62 | |
| Vanguard S&p Small Cap Uie (VIOO) | 0.6 | $763k | 7.9k | 96.51 | |
| Vanguard S&p 500 Etf Uie (VOO) | 0.5 | $746k | 1.5k | 513.88 | |
| Ferguson (FERG) | 0.5 | $641k | 4.0k | 160.23 | |
| Bigbear Ai Hldgs (BBAI) | 0.5 | $640k | 224k | 2.86 | |
| Devon Energy Corporation (DVN) | 0.4 | $550k | 15k | 37.40 | |
| Spdr Gold Shares Etf Uie (GLD) | 0.4 | $546k | 1.9k | 288.14 | |
| Amazon (AMZN) | 0.4 | $492k | 2.6k | 190.26 | |
| Abbvie (ABBV) | 0.3 | $377k | 1.8k | 209.52 | |
| McKesson Corporation (MCK) | 0.3 | $370k | 550.00 | 672.99 | |
| Draganfly Inc Equity F FGC (DPRO) | 0.2 | $325k | 119k | 2.74 | |
| Johnson & Johnson (JNJ) | 0.2 | $315k | 1.9k | 165.84 | |
| Procter & Gamble Company (PG) | 0.2 | $239k | 1.4k | 170.42 | |
| Vanguard S&p Mid Cap 400 Uie (IVOO) | 0.2 | $224k | 2.3k | 98.69 | |
| Microvision Inc Del (MVIS) | 0.2 | $222k | 179k | 1.24 | |
| Ishares Micro Cap Etf Uie (IWC) | 0.2 | $222k | 2.0k | 110.91 | |
| Duke Energy (DUK) | 0.2 | $213k | 1.7k | 121.97 | |
| Eli Lilly & Co. (LLY) | 0.1 | $207k | 250.00 | 825.91 | |
| Vanguard Dividend Uie (VIG) | 0.1 | $201k | 1.0k | 193.99 | |
| Bridger Aerospace Grp Hldgs (BAER) | 0.1 | $197k | 175k | 1.13 | |
| Red Cat Hldgs (RCAT) | 0.1 | $135k | 23k | 5.88 | |
| Unusual Machs (UMAC) | 0.1 | $92k | 14k | 6.40 | |
| Plug Power (PLUG) | 0.0 | $58k | 43k | 1.35 | |
| Aisp (AISP) | 0.0 | $52k | 13k | 3.86 | |
| Ammo (POWW) | 0.0 | $28k | 20k | 1.38 |
