Holders — by stockHoldings — by fund
KIECKHEFER GROUP LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002051613
$245.7M
disclosed book value
65
positions
39.2%
largest position share
Positions, as of 2026-06-30
top 65 of 65 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 481,219 | $96.3M | 39.2% |
| 2 | PLTRPALANTIR TECHNOLOGIES INC | 149,355 | $17.4M | 7.1% |
| 3 | DELLDELL TECHNOLOGIES INC | 31,639 | $13.7M | 5.6% |
| 4 | QQQINVESCO QQQ TR | 14,083 | $10.4M | 4.2% |
| 5 | VRTVERTIV HOLDINGS CO | 28,429 | $9.5M | 3.9% |
| 6 | BWXTBWX TECHNOLOGIES INC | 39,418 | $7.7M | 3.1% |
| 7 | VOTVANGUARD INDEX FDS | 23,527 | $7.2M | 2.9% |
| 8 | VIOGVANGUARD ADMIRAL FDS INC | 40,429 | $6.2M | 2.5% |
| 9 | ISRGINTUITIVE SURGICAL INC | 13,268 | $5.3M | 2.1% |
| 10 | CREDO TECHNOLOGY GROUP HOLDI | 15,957 | $4.3M | 1.8% |
| 11 | NFLXNETFLIX INC. | 59,050 | $4.2M | 1.7% |
| 12 | LNGCHENIERE ENERGY INC | 16,710 | $4.0M | 1.6% |
| 13 | WDCWESTERN DIGITAL CORP | 6,000 | $3.8M | 1.6% |
| 14 | QQQMINVESCO EXCH TRADED FD TR II | 10,480 | $3.2M | 1.3% |
| 15 | VOOVANGUARD INDEX FDS | 4,370 | $3.0M | 1.2% |
| 16 | RTXRTX CORPORATION | 15,017 | $2.8M | 1.2% |
| 17 | EXMOCEXXON MOBIL CORP | 19,894 | $2.7M | 1.1% |
| 18 | LITELUMENTUM HLDGS INC | 3,166 | $2.7M | 1.1% |
| 19 | WECWEC ENERGY GROUP INC | 22,217 | $2.6M | 1.1% |
| 20 | CATCATERPILLAR INC | 2,350 | $2.5M | 1% |
| 21 | ADMARCHER DANIELS MIDLAND CO | 31,880 | $2.4M | 1% |
| 22 | GLWCORNING INC | 9,200 | $2.3M | 1% |
| 23 | SOLSSOLSTICE ADVANCED MATLS INC | 25,317 | $2.2M | 0.9% |
| 24 | MUMICRON TECHNOLOGY INC | 1,525 | $1.8M | 0.7% |
| 25 | DPRODRAGANFLY INC. | 315,657 | $1.7M | 0.7% |
| 26 | SOUNSOUNDHOUND AI INC | 254,000 | $1.6M | 0.7% |
| 27 | NOKNOKIA CORP | 123,540 | $1.6M | 0.7% |
| 28 | NRGNRG ENERGY INC | 10,725 | $1.6M | 0.6% |
| 29 | BWABORGWARNER INC | 23,450 | $1.6M | 0.6% |
| 30 | SGISOMNIGROUP INTERNATIONAL INC | 17,532 | $1.4M | 0.6% |
| 31 | PLUGPLUG PWR INC | 500,000 | $1.4M | 0.6% |
| 32 | UMACUNUSUAL MACHS INC | 60,000 | $1.3M | 0.5% |
| 33 | TTDTHE TRADE DESK INC | 57,250 | $1.0M | 0.4% |
| 34 | IOTSAMSARA INC | 30,900 | $1.0M | 0.4% |
| 35 | VOVANGUARD INDEX FDS | 12,084 | $973,608 | 0.4% |
| 36 | FERGFERGUSON ENTERPRISES INC | 4,000 | $949,320 | 0.4% |
| 37 | AAPLAPPLE INC | 3,225 | $933,186 | 0.4% |
| 38 | VIOOVANGUARD ADMIRAL FDS INC | 6,617 | $910,123 | 0.4% |
| 39 | AMZNAMAZON COM INC | 3,330 | $793,672 | 0.3% |
| 40 | EMEEMCOR GROUP INC | 800 | $663,904 | 0.3% |
| 41 | JNJJOHNSON & JOHNSON | 2,263 | $574,734 | 0.2% |
| 42 | DRSLEONARDO DRS INC | 11,066 | $472,186 | 0.2% |
| 43 | UAMYUNITED STATES ANTIMONY CORP | 61,000 | $442,860 | 0.2% |
| 44 | ABBVABBVIE INC | 1,700 | $427,788 | 0.2% |
| 45 | MCKMCKESSON CORP | 550 | $415,580 | 0.2% |
| 46 | ANETARISTA NETWORKS INC | 2,100 | $356,748 | 0.1% |
| 47 | NMAXNEWSMAX INC | 42,500 | $351,900 | 0.1% |
| 48 | GLDSPDR GOLD TR | 945 | $348,119 | 0.1% |
| 49 | CIENCIENA CORP | 700 | $343,392 | 0.1% |
| 50 | IVOOVANGUARD ADMIRAL FDS INC | 2,607 | $339,913 | 0.1% |
| 51 | BAERBRIDGER AEROSPACE GRP HLDGS | 168,366 | $323,263 | 0.1% |
| 52 | MSFTMICROSOFT CORP | 843 | $314,456 | 0.1% |
| 53 | METAMETA PLATFORMS INC | 549 | $309,246 | 0.1% |
| 54 | GOOGALPHABET INC | 873 | $308,442 | 0.1% |
| 55 | RCATRED CAT HLDGS INC | 28,500 | $303,525 | 0.1% |
| 56 | KLACKLA CORP | 1,000 | $301,710 | 0.1% |
| 57 | LLYELI LILLY & CO | 250 | $299,858 | 0.1% |
| 58 | RXRXRECURSION PHARMACEUTICALS IN | 74,000 | $271,580 | 0.1% |
| 59 | PGPROCTER & GAMBLE CO | 1,850 | $271,284 | 0.1% |
| 60 | SOXXISHARES TR | 399 | $255,663 | 0.1% |
| 61 | IBMINTERNATIONAL BUSINESS MACHS | 838 | $235,654 | 0.1% |
| 62 | AVGOBROADCOM INC | 601 | $227,028 | 0.1% |
| 63 | DUKDUKE ENERGY CORP NEW | 1,748 | $221,262 | 0.1% |
| 64 | ANGXANGEL STUDIOS INC. | 60,000 | $220,200 | 0.1% |
| 65 | POWWOUTDOOR HOLDING CO | 10,000 | $22,800 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.