Kieckhefer Group LLC 13F Holdings · Q2 2026
Kieckhefer Group LLC reported 65 securities worth $245.75M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (39.18%), PLTR (7.09%), DELL (5.55%). Among its top 25 positions this quarter: 3 new, 8 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $96.3M | 39.18% | 481,219 | Added |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | $17.4M | 7.09% | 149,355 | Added |
| 3 | DELL | DELL TECHNOLOGIES INC | $13.7M | 5.55% | 31,639 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $10.4M | 4.22% | 14,083 | Added |
| 5 | VRT | VERTIV HOLDINGS CO | $9.5M | 3.87% | 28,429 | Trimmed |
| 6 | BWXT | BWX TECHNOLOGIES INC | $7.7M | 3.12% | 39,418 | Hold |
| 7 | VOT | VANGUARD INDEX FDS | $7.2M | 2.93% | 23,527 | Hold |
| 8 | VIOG | VANGUARD ADMIRAL FDS INC | $6.2M | 2.52% | 40,429 | Trimmed |
| 9 | ISRG | INTUITIVE SURGICAL INC | $5.3M | 2.15% | 13,268 | Trimmed |
| 10 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4.3M | 1.77% | 15,957 | Added |
| 11 | NFLX | NETFLIX INC. | $4.2M | 1.72% | 59,050 | Hold |
| 12 | LNG | CHENIERE ENERGY INC | $4.0M | 1.63% | 16,710 | Trimmed |
| 13 | WDC | WESTERN DIGITAL CORP | $3.8M | 1.56% | 6,000 | Hold |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | $3.2M | 1.29% | 10,480 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $3.0M | 1.22% | 4,370 | Added |
| 16 | RTX | RTX CORPORATION | $2.8M | 1.16% | 15,017 | Added |
| 17 | LITE | LUMENTUM HLDGS INC | $2.7M | 1.11% | 3,166 | New |
| 18 | XOM | EXXON MOBIL CORP | $2.7M | 1.11% | 19,894 | Added |
| 19 | WEC | WEC ENERGY GROUP INC | $2.6M | 1.06% | 22,217 | Trimmed |
| 20 | CAT | CATERPILLAR INC | $2.5M | 1.02% | 2,350 | Hold |
| 21 | ADM | ARCHER DANIELS MIDLAND CO | $2.4M | 0.99% | 31,880 | Trimmed |
| 22 | GLW | CORNING INC | $2.3M | 0.96% | 9,200 | New |
| 23 | SOLS | SOLSTICE ADVANCED MATLS INC | $2.2M | 0.91% | 25,317 | Trimmed |
| 24 | MU | MICRON TECHNOLOGY INC | $1.8M | 0.72% | 1,525 | New |
| 25 | DPRO | DRAGANFLY INC. | $1.7M | 0.70% | 315,657 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR