Kieckhefer Group as of March 31, 2026
Portfolio Holdings for Kieckhefer Group
Kieckhefer Group holds 58 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 |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 39.6 | $84M | 481k | 174.40 | |
| Palantir Technologies Cl A (PLTR) | 10.3 | $22M | 149k | 146.28 | |
| Intuitive Surgical Com New (ISRG) | 5.2 | $11M | 24k | 460.99 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.8 | $8.1M | 14k | 577.17 | |
| Bwx Technologies (BWXT) | 3.8 | $8.1M | 39k | 204.49 | |
| Vertiv Holdings Com Cl A (VRT) | 3.4 | $7.2M | 29k | 250.58 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 2.9 | $6.1M | 24k | 257.35 | |
| Netflix (NFLX) | 2.7 | $5.7M | 59k | 96.15 | |
| Dell Technologies CL C (DELL) | 2.5 | $5.2M | 32k | 164.13 | |
| Cheniere Energy Com New (LNG) | 2.5 | $5.2M | 18k | 283.76 | |
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 2.4 | $5.0M | 41k | 124.46 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $3.4M | 20k | 169.66 | |
| Raytheon Technologies Corp (RTX) | 1.4 | $2.9M | 15k | 192.90 | |
| Wec Energy Group (WEC) | 1.2 | $2.6M | 23k | 115.77 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $2.6M | 4.3k | 597.61 | |
| Archer Daniels Midland Company (ADM) | 1.1 | $2.3M | 32k | 72.69 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.0 | $2.1M | 8.9k | 237.62 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.9 | $1.9M | 25k | 76.16 | |
| Soundhound Ai Class A Com (SOUN) | 0.8 | $1.7M | 254k | 6.87 | |
| Caterpillar (CAT) | 0.8 | $1.7M | 2.4k | 708.46 | |
| Nrg Energy Com New (NRG) | 0.8 | $1.6M | 11k | 146.14 | |
| Western Digital (WDC) | 0.8 | $1.6M | 6.0k | 270.49 | |
| Draganfly (DPRO) | 0.7 | $1.5M | 316k | 4.91 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.7 | $1.5M | 16k | 93.87 | |
| The Trade Desk Com Cl A (TTD) | 0.6 | $1.3M | 58k | 22.69 | |
| Tempur-Pedic International (SGI) | 0.6 | $1.3M | 18k | 73.92 | |
| Plug Pwr Com New (PLUG) | 0.5 | $1.1M | 500k | 2.26 | |
| Samsara Com Cl A (IOT) | 0.5 | $979k | 31k | 31.69 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.4 | $933k | 4.0k | 233.26 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $868k | 3.0k | 287.18 | |
| Apple (AAPL) | 0.4 | $785k | 3.1k | 253.79 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.4 | $746k | 6.5k | 114.83 | |
| Unusual Machs Com Shs (UMAC) | 0.4 | $744k | 60k | 12.40 | |
| Amazon (AMZN) | 0.3 | $677k | 3.2k | 208.27 | |
| Emcor (EME) | 0.3 | $591k | 800.00 | 738.31 | |
| United States Antimony (UAMY) | 0.3 | $576k | 66k | 8.73 | |
| Johnson & Johnson (JNJ) | 0.2 | $526k | 2.2k | 244.44 | |
| D R S Technologies (DRS) | 0.2 | $493k | 11k | 44.52 | |
| McKesson Corporation (MCK) | 0.2 | $476k | 550.00 | 865.36 | |
| Bridger Aerospace Grp Hldgs (BAER) | 0.2 | $413k | 208k | 1.98 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $407k | 945.00 | 430.29 | |
| Red Cat Hldgs (RCAT) | 0.2 | $373k | 29k | 13.09 | |
| Abbvie (ABBV) | 0.2 | $370k | 1.7k | 217.49 | |
| Meta Platforms Cl A (META) | 0.1 | $314k | 549.00 | 572.13 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $283k | 2.5k | 114.33 | |
| Microsoft Corporation (MSFT) | 0.1 | $282k | 762.00 | 370.17 | |
| Ciena Corp Com New (CIEN) | 0.1 | $272k | 700.00 | 388.23 | |
| Procter & Gamble Company (PG) | 0.1 | $267k | 1.9k | 144.44 | |
| International Business Machines (IBM) | 0.1 | $258k | 1.1k | 242.39 | |
| Arista Networks Com Shs (ANET) | 0.1 | $258k | 2.1k | 122.78 | |
| Eli Lilly & Co. (LLY) | 0.1 | $230k | 250.00 | 919.77 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $229k | 1.7k | 130.94 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $227k | 74k | 3.07 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $225k | 786.00 | 286.71 | |
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.1 | $201k | 2.5k | 79.90 | |
| Angel Studios Cl A Com (ANGX) | 0.1 | $183k | 60k | 3.05 | |
| Microvision Inc Del Com New (MVIS) | 0.0 | $65k | 101k | 0.64 | |
| Ammo (POWW) | 0.0 | $20k | 10k | 2.01 |
