Holders — by stockHoldings — by fund
Kercheville Advisors, 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 1890748
$328.4M
disclosed book value
108
positions
6.8%
largest position share
Positions, as of 2026-06-30
top 100 of 108 · 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 | 111,087 | $22.2M | 6.8% |
| 2 | AMZNAMAZON COM INC | 91,063 | $21.7M | 6.6% |
| 3 | AAPLAPPLE INC | 69,676 | $20.2M | 6.1% |
| 4 | GOOGALPHABET INC | 53,782 | $19.0M | 5.8% |
| 5 | AEMAGNICO EAGLE MINES LTD | 81,877 | $12.7M | 3.9% |
| 6 | COSTCOSTCO WHOLESALE CORPORATION | 12,171 | $11.4M | 3.5% |
| 7 | SUNSUNOCO LP/SUNOCO FIN CORP | 159,086 | $10.7M | 3.3% |
| 8 | AMDADVANCED MICRO DEVICES INC | 17,100 | $9.9M | 3% |
| 9 | GEVGE VERNOVA INC | 8,130 | $9.6M | 2.9% |
| 10 | GOOGLALPHABET INC | 25,952 | $9.3M | 2.8% |
| 11 | GDXVANECK ETF TRUST | 103,776 | $7.8M | 2.4% |
| 12 | MPLXMPLX LP | 137,657 | $7.8M | 2.4% |
| 13 | METAMETA PLATFORMS INC | 13,634 | $7.7M | 2.3% |
| 14 | LLYELI LILLY & CO | 6,001 | $7.2M | 2.2% |
| 15 | DELLDELL TECHNOLOGIES INC | 16,550 | $7.1M | 2.2% |
| 16 | WMTWALMART INC | 62,399 | $7.1M | 2.2% |
| 17 | MUMICRON TECHNOLOGY INC | 5,998 | $6.9M | 2.1% |
| 18 | TSLATESLA INC | 15,895 | $6.7M | 2% |
| 19 | GDXJVANECK ETF TRUST | 64,321 | $6.3M | 1.9% |
| 20 | BEBLOOM ENERGY CORP | 18,765 | $5.7M | 1.7% |
| 21 | IBRXIMMUNITYBIO INC | 644,685 | $5.6M | 1.7% |
| 22 | CATCATERPILLAR INC | 5,190 | $5.5M | 1.7% |
| 23 | INTCINTEL CORP | 35,381 | $4.9M | 1.5% |
| 24 | LUVSOUTHWEST AIRLS CO | 89,874 | $4.6M | 1.4% |
| 25 | MSFTMICROSOFT CORP | 12,294 | $4.6M | 1.4% |
| 26 | SBUXSTARBUCKS CORP | 41,868 | $4.3M | 1.3% |
| 27 | CCJCAMECO CORP | 41,702 | $4.2M | 1.3% |
| 28 | NFLXNETFLIX INC. | 57,786 | $4.1M | 1.3% |
| 29 | XBISPDR SERIES TRUST | 24,795 | $3.9M | 1.2% |
| 30 | EPDENTERPRISE PRODS PARTNERS L | 102,920 | $3.8M | 1.2% |
| 31 | BXBLACKSTONE INC | 27,460 | $3.2M | 1% |
| 32 | CELHCELSIUS HLDGS INC | 106,330 | $3.1M | 0.9% |
| 33 | GLDSPDR GOLD TR | 7,144 | $2.6M | 0.8% |
| 34 | UBERUBER TECHNOLOGIES INC | 33,461 | $2.4M | 0.7% |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,156 | $2.1M | 0.6% |
| 36 | AGIALAMOS GOLD INC | 66,425 | $2.0M | 0.6% |
| 37 | UTGREAVES UTIL INCOME FD | 49,353 | $2.0M | 0.6% |
| 38 | ETENERGY TRANSFER L P | 100,459 | $1.9M | 0.6% |
| 39 | PLTRPALANTIR TECHNOLOGIES INC | 16,410 | $1.9M | 0.6% |
| 40 | GLWCORNING INC | 7,055 | $1.8M | 0.5% |
| 41 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 137,134 | $1.6M | 0.5% |
| 42 | SPCXSPACE EXPLORATION TECHN CORP | 8,890 | $1.5M | 0.5% |
| 43 | PYLDPIMCO ETF TR | 57,030 | $1.5M | 0.5% |
| 44 | CSCOCISCO SYS INC | 12,815 | $1.5M | 0.5% |
| 45 | MRVLMARVELL TECHNOLOGY INC | 5,014 | $1.5M | 0.5% |
| 46 | DEDEERE & CO | 2,260 | $1.4M | 0.4% |
| 47 | CVXCHEVRON CORPORATION | 8,481 | $1.4M | 0.4% |
| 48 | TORTOISE ENERGY INFRSTRCTR C | 31,559 | $1.4M | 0.4% |
| 49 | MCDMCDONALDS CORP | 4,972 | $1.3M | 0.4% |
| 50 | IWMISHARES TR | 4,360 | $1.3M | 0.4% |
| 51 | PERSONALIS INC | 93,800 | $1.3M | 0.4% |
| 52 | HDHOME DEPOT INC | 3,175 | $1.1M | 0.3% |
| 53 | NADNUVEEN QUALITY MUNCP INCOME | 92,362 | $1.1M | 0.3% |
| 54 | SNDKSANDISK CORP | 490 | $1.1M | 0.3% |
| 55 | PANWPALO ALTO NETWORKS INC | 3,200 | $1.1M | 0.3% |
| 56 | SNPSSYNOPSYS INC | 2,231 | $995,261 | 0.3% |
| 57 | ALGALAMO GROUP INC | 5,900 | $970,491 | 0.3% |
| 58 | AKAMAKAMAI TECHNOLOGIES INC | 8,200 | $969,322 | 0.3% |
| 59 | WESWESTERN MIDSTREAM PARTNERS L | 22,000 | $962,720 | 0.3% |
| 60 | SEAGATE TECHNOLOGY HLDNGS PL | 800 | $772,000 | 0.2% |
| 61 | NUVEEN AMT FREE MUN CR INC F | 59,123 | $756,769 | 0.2% |
| 62 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.2% |
| 63 | AVGOBROADCOM INC | 1,915 | $723,391 | 0.2% |
| 64 | SHOPSHOPIFY INC | 6,130 | $699,923 | 0.2% |
| 65 | UPSUNITED PARCEL SVCS INC | 6,188 | $665,208 | 0.2% |
| 66 | BABOEING CO | 2,914 | $630,723 | 0.2% |
| 67 | TRANE TECHNOLOGIES PLC | 1,156 | $567,781 | 0.2% |
| 68 | GSGOLDMAN SACHS GROUP INC | 543 | $549,174 | 0.2% |
| 69 | STLDSTEEL DYNAMICS INC | 2,382 | $546,574 | 0.2% |
| 70 | UPSTUPSTART HLDGS INC | 15,000 | $531,450 | 0.2% |
| 71 | MRKMERCK & CO INC | 4,003 | $514,386 | 0.2% |
| 72 | WDCWESTERN DIGITAL CORP | 800 | $510,976 | 0.2% |
| 73 | UECURANIUM ENERGY CORP | 45,600 | $486,096 | 0.1% |
| 74 | GARMIN LTD | 2,000 | $475,080 | 0.1% |
| 75 | VLOVALERO ENERGY CORP | 1,798 | $468,171 | 0.1% |
| 76 | TEMPLETON EMERGING MKTS INCO | 64,639 | $435,665 | 0.1% |
| 77 | XLUSELECT SECTOR SPDR TR | 9,600 | $435,264 | 0.1% |
| 78 | AMLPALPS ETF TR | 8,150 | $422,578 | 0.1% |
| 79 | CREDO TECHNOLOGY GROUP HOLDI | 1,435 | $390,248 | 0.1% |
| 80 | FNVFRANCO NEV CORP | 1,832 | $381,834 | 0.1% |
| 81 | VRTVERTIV HOLDINGS CO | 1,100 | $368,389 | 0.1% |
| 82 | ABBVABBVIE INC | 1,416 | $356,396 | 0.1% |
| 83 | VVISA INC | 1,031 | $353,726 | 0.1% |
| 84 | TAT&T INC | 16,363 | $338,707 | 0.1% |
| 85 | NUVEEN MUN HIGH INCOME OPPOR | 29,364 | $310,374 | 0.1% |
| 86 | MOALTRIA GROUP INC | 4,313 | $310,297 | 0.1% |
| 87 | AVAVAEROVIRONMENT INC | 1,775 | $292,999 | 0.1% |
| 88 | XELXCEL ENERGY INC | 3,641 | $292,372 | 0.1% |
| 89 | CRWDCROWDSTRIKE HLDGS INC | 360 | $274,730 | 0.1% |
| 90 | CGSDCAPITAL GRP FIXED INCM ETF T | 10,620 | $273,253 | 0.1% |
| 91 | GPIXGOLDMAN SACHS ETF TR | 4,870 | $270,626 | 0.1% |
| 92 | FIRST TR EXCHNG TRADED FD VI | 5,700 | $259,488 | 0.1% |
| 93 | VZVERIZON COMMUNICATIONS INC | 5,808 | $245,925 | 0.1% |
| 94 | BMYBRISTOL-MYERS SQUIBB CO | 4,147 | $238,976 | 0.1% |
| 95 | INVESCO TR INVT GRADE MUNS | 22,174 | $235,046 | 0.1% |
| 96 | ROYAL CARIBBEAN GROUP | 717 | $227,524 | 0.1% |
| 97 | GPIQGOLDMAN SACHS ETF TR | 3,800 | $225,378 | 0.1% |
| 98 | FCXFREEPORT MCMORAN INC | 3,532 | $222,108 | 0.1% |
| 99 | MPCMARATHON PETE CORP | 867 | $221,666 | 0.1% |
| 100 | SOFISOFI TECHNOLOGIES INC | 12,290 | $220,360 | 0.1% |
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.