Kercheville Advisors, LLC

13F filer · CIK 0001890748

Reported Jul 30, 2026

Net seller this quarter

13F portfolio value$328MU.S. long equity reported on 13F

Positions9711 new · 9 closed

Net flow last quarter-$12.7MBuys minus sells

Top 10 positions weight44.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202697 positions
NVDANvidia Corp	$22.2M	6.77%	0.00%	-2.8%	Q4 2020
AMZNAmazon Com Inc	$21.7M	6.61%	0.00%	-0.4%	Q4 2020
AAPLApple Inc.	$20.2M	6.14%	0.00%	-0.7%	Q4 2020
GOOGAlphabet Inc.	$19M	5.79%	Not reported	-1.4%	Q4 2020
AEMAgnico Eagle Mines Ltd	$12.7M	3.87%	0.02%	-20.9%	Q4 2020
COSTCostco Wholesale Corp	$11.4M	3.47%	0.00%	-2.5%	Q4 2020
SUNSunoco LP	$10.7M	3.27%	Not reported	+3.3%	Q2 2024
AMDAdvanced Micro Devices Inc	$9.93M	3.02%	0.00%	-5.7%	Q4 2020
GEVGE Vernova Inc.	$9.55M	2.91%	0.00%	+6.5%	Q2 2025
GOOGLAlphabet Inc.	$9.27M	2.82%	0.00%	-4.1%	Q4 2020
MPLXMPLX LP	$7.75M	2.36%	0.01%	+1.7%	Q4 2020
METAMeta Platforms, Inc.	$7.68M	2.34%	Not reported	-22.3%	Q4 2020
LLYELI LILLY & Co	$7.2M	2.19%	0.00%	+193.0%	Q1 2022
DELLDell Technologies Inc.	$7.14M	2.17%	0.00%	+192.8%	Q3 2024
WMTWalmart Inc.	$7.07M	2.15%	0.00%	-1.8%	Q2 2021
MUMicron Technology Inc	$6.92M	2.11%	0.00%	-51.5%	Q1 2024
TSLATesla, Inc.	$6.69M	2.04%	0.00%	+0.5%	Q4 2020
BEBloom Energy Corp	$5.68M	1.73%	0.01%	-41.1%	Q4 2020
IBRXImmunityBio, Inc.	$5.64M	1.72%	0.06%	+0.2%	Q2 2025
CATCaterpillar Inc	$5.53M	1.68%	0.00%	+81.2%	Q4 2020
INTCIntel Corp	$4.94M	1.50%	0.00%	Not reported	Q4 2020
LUVSouthwest Airlines Co	$4.62M	1.41%	0.02%	-0.3%	Q4 2020
MSFTMicrosoft Corp	$4.59M	1.40%	0.00%	-17.9%	Q4 2020
SBUXStarbucks Corp	$4.28M	1.30%	0.00%	+26.6%	Q4 2020
CCJCameco Corp	$4.25M	1.29%	0.01%	-3.5%	Q4 2020
NFLXNetflix Inc	$4.13M	1.26%	0.00%	-31.5%	Q4 2022
EPDEnterprise Products Partners L.P.	$3.78M	1.15%	0.00%	+10.3%	Q4 2025
BXBlackstone Inc.	$3.23M	0.98%	0.00%	-2.5%	Q4 2020
CELHCelsius Holdings, Inc.	$3.11M	0.95%	0.04%	-39.8%	Q4 2023
GLDSPDR Gold Trust	$2.63M	0.80%	0.00%	-6.5%	Q4 2020
UBERUber Technologies, Inc	$2.41M	0.74%	0.00%	-6.7%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.08M	0.63%	Not reported	-11.9%	Q4 2020
AGIAlamos Gold Inc	$2.01M	0.61%	0.02%	-13.9%	Q4 2020
UTGReaves Utility Income Fund	$2.01M	0.61%	Not reported	+3.6%	Q4 2024
ETEnergy Transfer LP	$1.92M	0.58%	0.00%	+28.8%	Q1 2022
PLTRPalantir Technologies Inc.	$1.91M	0.58%	0.00%	-33.9%	Q4 2024
GLWCorning Inc	$1.8M	0.55%	0.00%	+125.4%	Q1 2026
NEANuveen AMT-Free Quality Municipal Income Fund	$1.61M	0.49%	Not reported	-6.1%	Q4 2020
SPCXSpace Exploration Technologies Corp	$1.52M	0.46%	Not reported	New	Q2 2026
CSCOCisco Systems, Inc.	$1.51M	0.46%	0.00%	+0.8%	Q3 2024
MRVLMarvell Technology, Inc.	$1.49M	0.45%	0.00%	New	Q2 2026
DEDeere & Co	$1.43M	0.44%	0.00%	Not reported	Q4 2020
CVXChevron Corp	$1.41M	0.43%	0.00%	-7.6%	Q1 2024
TYGTortoise Energy Infrastructure Corp	$1.35M	0.41%	Not reported	+36.6%	Q4 2024
MCDMcdonalds Corp	$1.34M	0.41%	0.00%	-2.4%	Q4 2020
PSNLPersonalis, Inc.	$1.26M	0.38%	0.09%	New	Q2 2026
HDHome Depot, Inc.	$1.12M	0.34%	0.00%	Not reported	Q4 2020
NADNuveen Quality Municipal Income Fund	$1.12M	0.34%	Not reported	+0.1%	Q4 2020
SNDKSandisk Corp	$1.11M	0.34%	0.00%	New	Q2 2026
PANWPalo Alto Networks Inc	$1.09M	0.33%	0.00%	New	Q2 2026

Q1 2026Reported Apr 20, 202695 positions
AEMAgnico Eagle Mines Ltd	$21M	6.72%	0.02%	-2.1%	Q4 2020
NVDANvidia Corp	$19.9M	6.37%	0.00%	-1.6%	Q4 2020
AMZNAmazon Com Inc	$19M	6.09%	0.00%	-4.6%	Q4 2020
AAPLApple Inc.	$17.8M	5.69%	0.00%	-0.6%	Q4 2020
GOOGAlphabet Inc.	$15.6M	5.00%	Not reported	-6.6%	Q4 2020
COSTCostco Wholesale Corp	$12.4M	3.98%	0.00%	+2.3%	Q4 2020
XOMExxonMobil Holdings Corp	$10.6M	3.38%	0.00%	+1.1%	Q4 2020
METAMeta Platforms, Inc.	$10M	3.21%	Not reported	-14.5%	Q4 2020
SUNSunoco LP	$10M	3.20%	Not reported	0.0%	Q2 2024
NFLXNetflix Inc	$8.11M	2.60%	0.00%	-7.4%	Q4 2022
WMTWalmart Inc.	$7.9M	2.53%	0.00%	+3.8%	Q2 2021
GOOGLAlphabet Inc.	$7.78M	2.49%	0.00%	-13.9%	Q4 2020
MPLXMPLX LP	$7.72M	2.47%	0.01%	+3.1%	Q4 2020
GEVGE Vernova Inc.	$6.67M	2.13%	0.00%	-3.4%	Q2 2025
CELHCelsius Holdings, Inc.	$6.27M	2.01%	0.07%	-27.6%	Q4 2023
TSLATesla, Inc.	$5.88M	1.88%	0.00%	-13.9%	Q4 2020
MSFTMicrosoft Corp	$5.55M	1.77%	0.00%	-13.0%	Q4 2020
IBRXImmunityBio, Inc.	$4.93M	1.58%	0.06%	+10.1%	Q2 2025
CCJCameco Corp	$4.69M	1.50%	0.01%	-13.6%	Q4 2020
BEBloom Energy Corp	$4.32M	1.38%	0.01%	-33.9%	Q4 2020
MUMicron Technology Inc	$4.17M	1.33%	0.00%	+54.4%	Q1 2024
AMDAdvanced Micro Devices Inc	$3.69M	1.18%	0.00%	-12.7%	Q4 2020
PLTRPalantir Technologies Inc.	$3.63M	1.16%	0.00%	-27.0%	Q4 2024
EPDEnterprise Products Partners L.P.	$3.53M	1.13%	0.00%	+129.3%	Q4 2025
AGIAlamos Gold Inc	$3.42M	1.09%	0.02%	-9.6%	Q4 2020
LUVSouthwest Airlines Co	$3.39M	1.08%	0.02%	-30.4%	Q4 2020
GLDSPDR Gold Trust	$3.29M	1.05%	0.00%	-1.0%	Q4 2020
BXBlackstone Inc.	$3.24M	1.04%	0.00%	-16.8%	Q4 2020
SBUXStarbucks Corp	$2.96M	0.95%	0.00%	-1.5%	Q4 2020
UBERUber Technologies, Inc	$2.58M	0.83%	0.00%	-9.9%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.26M	0.72%	Not reported	-3.1%	Q4 2020
CATCaterpillar Inc	$2.03M	0.65%	0.00%	-0.4%	Q4 2020
SNPSSynopsys Inc	$1.97M	0.63%	0.00%	Not reported	Q4 2025
CVXChevron Corp	$1.9M	0.61%	0.00%	+3.9%	Q1 2024
LLYELI LILLY & Co	$1.88M	0.60%	0.00%	-45.8%	Q1 2022
UTGReaves Utility Income Fund	$1.87M	0.60%	Not reported	-0.7%	Q4 2024
NEANuveen AMT-Free Quality Municipal Income Fund	$1.64M	0.52%	Not reported	+3.3%	Q4 2020
MCDMcdonalds Corp	$1.58M	0.51%	0.00%	-0.5%	Q4 2020
ETEnergy Transfer LP	$1.51M	0.48%	0.00%	+21.1%	Q1 2022
SLViShares Silver Trust	$1.49M	0.48%	0.00%	-62.0%	Q4 2020
DEDeere & Co	$1.27M	0.41%	0.00%	+10.8%	Q4 2020
TYGTortoise Energy Infrastructure Corp	$1.15M	0.37%	Not reported	+8.2%	Q4 2024
SLBSLB Limited	$1.1M	0.35%	0.00%	-37.1%	Q2 2021
NADNuveen Quality Municipal Income Fund	$1.06M	0.34%	Not reported	-0.4%	Q4 2020
HDHome Depot, Inc.	$1.04M	0.33%	0.00%	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$987K	0.32%	0.00%	-7.3%	Q3 2024
ALGAlamo Group Inc	$973K	0.31%	0.05%	-1.7%	Q4 2020
DELLDell Technologies Inc.	$928K	0.30%	0.00%	-34.7%	Q3 2024
LVSLas Vegas Sands Corp	$845K	0.27%	0.00%	-32.9%	Q4 2020
NVGNuveen AMT-Free Municipal Credit Income Fund	$821K	0.26%	Not reported	+82.0%	Q4 2020

Q4 2025Reported Jan 29, 2026108 positions
AEMAgnico Eagle Mines Ltd	$22.6M	5.92%	0.02%	-2.5%	Q4 2020
AMZNAmazon Com Inc	$22.5M	5.89%	0.00%	+2.1%	Q4 2020
NVDANvidia Corp	$21.4M	5.62%	0.00%	+2.4%	Q4 2020
GOOGAlphabet Inc.	$19.3M	5.06%	Not reported	+0.9%	Q4 2020
AAPLApple Inc.	$17.5M	4.59%	0.00%	-0.7%	Q4 2020
CELHCelsius Holdings, Inc.	$13.5M	3.53%	0.10%	+9.5%	Q4 2023
METAMeta Platforms, Inc.	$13.3M	3.48%	Not reported	+3.2%	Q4 2020
COSTCostco Wholesale Corp	$11.9M	3.12%	0.00%	-2.6%	Q4 2020
GOOGLAlphabet Inc.	$10.4M	2.72%	0.00%	-3.8%	Q4 2020
SUNSunoco LP	$8.78M	2.30%	Not reported	0.0%	Q2 2024
TSLATesla, Inc.	$8.25M	2.16%	0.00%	+16.6%	Q4 2020
XOMExxonMobil Holdings Corp	$8.24M	2.16%	0.00%	+4.3%	Q4 2020
MSFTMicrosoft Corp	$7.77M	2.03%	0.00%	-21.5%	Q4 2020
NFLXNetflix Inc	$7.61M	1.99%	0.00%	-8.4%	Q4 2022
MPLXMPLX LP	$7.3M	1.91%	0.01%	-2.6%	Q4 2020
WMTWalmart Inc.	$7.21M	1.89%	0.00%	+9.4%	Q2 2021
BEBloom Energy Corp	$7.02M	1.84%	0.02%	+59.7%	Q4 2020
CCJCameco Corp	$6.1M	1.60%	0.01%	+11.9%	Q4 2020
PLTRPalantir Technologies Inc.	$5.64M	1.48%	0.00%	+21.1%	Q4 2024
LUVSouthwest Airlines Co	$5.5M	1.44%	0.03%	+111.7%	Q4 2020
SOFISoFi Technologies, Inc.	$5.48M	1.44%	0.02%	-20.1%	Q3 2023
AMDAdvanced Micro Devices Inc	$5.27M	1.38%	0.00%	+17.2%	Q4 2020
BXBlackstone Inc.	$5.24M	1.37%	0.00%	-38.0%	Q4 2020
GEVGE Vernova Inc.	$5.23M	1.37%	0.00%	+61.2%	Q2 2025
SLViShares Silver Trust	$5.01M	1.31%	0.01%	-5.3%	Q4 2020
IBRXImmunityBio, Inc.	$4.29M	1.12%	0.06%	+12.5%	Q2 2025
LLYELI LILLY & Co	$4.11M	1.08%	0.00%	+98.3%	Q1 2022
BABAAlibaba Group Holding Ltd	$3.81M	1.00%	0.00%	+194.0%	Q4 2020
AGIAlamos Gold Inc	$3.6M	0.94%	0.02%	+2.5%	Q4 2020
GLDSPDR Gold Trust	$3.49M	0.91%	0.00%	+12.6%	Q4 2020
UBERUber Technologies, Inc	$3.28M	0.86%	0.00%	-6.9%	Q4 2020
SBUXStarbucks Corp	$3.22M	0.84%	0.00%	-17.2%	Q4 2020
MUMicron Technology Inc	$3.18M	0.83%	0.00%	Not reported	Q1 2024
BIDUBaidu, Inc.	$2.97M	0.78%	Not reported	+81.8%	Q4 2020
SNPSSynopsys Inc	$2.54M	0.66%	0.00%	New	Q4 2025
UECUranium Energy Corp	$2.4M	0.63%	0.03%	+75.5%	Q1 2021
BRK.BBerkshire Hathaway Inc	$2.36M	0.62%	Not reported	-1.9%	Q4 2020
IEIvanhoe Electric Inc.	$2.19M	0.57%	0.08%	-6.8%	Q2 2025
IBITiShares Bitcoin Trust ETF	$2.06M	0.54%	0.00%	+141.8%	Q2 2025
JPMJPMorgan Chase & Co	$1.88M	0.49%	0.00%	+7.5%	Q1 2024
CATCaterpillar Inc	$1.86M	0.49%	0.00%	+0.4%	Q4 2020
CAVACava Group, Inc.	$1.82M	0.48%	0.02%	New	Q4 2025
UTGReaves Utility Income Fund	$1.82M	0.48%	Not reported	+11.7%	Q4 2024
SLBSLB Limited	$1.68M	0.44%	0.00%	Not reported	Q2 2021
NEANuveen AMT-Free Quality Municipal Income Fund	$1.64M	0.43%	Not reported	+3.8%	Q4 2020
MCDMcdonalds Corp	$1.57M	0.41%	0.00%	-1.4%	Q4 2020
BABoeing Co	$1.53M	0.40%	0.00%	-14.9%	Q4 2020
CVXChevron Corp	$1.47M	0.39%	0.00%	-7.5%	Q1 2024
LVSLas Vegas Sands Corp	$1.4M	0.37%	0.00%	+5.7%	Q4 2020
EPDEnterprise Products Partners L.P.	$1.35M	0.35%	0.00%	New	Q4 2025

Q3 2025Reported Oct 22, 2025101 positions
NVDANvidia Corp	$21.1M	6.39%	0.00%	+39.2%	Q4 2020
AMZNAmazon Com Inc	$20.6M	6.23%	0.00%	+1.6%	Q4 2020
AEMAgnico Eagle Mines Ltd	$18.3M	5.53%	0.02%	-2.7%	Q4 2020
AAPLApple Inc.	$18.1M	5.47%	0.00%	-0.9%	Q4 2020
METAMeta Platforms, Inc.	$14.6M	4.41%	Not reported	+2.1%	Q4 2020
GOOGAlphabet Inc.	$14.1M	4.26%	Not reported	-1.1%	Q4 2020
CELHCelsius Holdings, Inc.	$12.8M	3.87%	0.09%	+9.6%	Q4 2023
NFLXNetflix Inc	$11.9M	3.60%	0.00%	+1.6%	Q4 2022
COSTCostco Wholesale Corp	$11.6M	3.50%	0.00%	-0.3%	Q4 2020
MSFTMicrosoft Corp	$11.4M	3.43%	0.00%	-7.2%	Q4 2020
BXBlackstone Inc.	$9.33M	2.82%	0.01%	+4.2%	Q4 2020
GOOGLAlphabet Inc.	$7.93M	2.40%	0.00%	-3.4%	Q4 2020
SUNSunoco LP	$7.71M	2.33%	Not reported	0.0%	Q2 2024
TSLATesla, Inc.	$7M	2.12%	0.00%	-14.4%	Q4 2020
SOFISoFi Technologies, Inc.	$6.94M	2.10%	0.02%	+61.8%	Q3 2023
MPLXMPLX LP	$6.73M	2.03%	0.01%	-0.1%	Q4 2020
XOMExxonMobil Holdings Corp	$6.67M	2.01%	0.00%	-0.2%	Q4 2020
WMTWalmart Inc.	$5.77M	1.74%	0.00%	+7.4%	Q2 2021
HESMHess Midstream LP	$5.37M	1.62%	0.12%	-19.7%	Q4 2020
PLTRPalantir Technologies Inc.	$5.12M	1.55%	0.00%	+19.0%	Q4 2024
UBERUber Technologies, Inc	$4.19M	1.27%	0.00%	-5.2%	Q4 2020
CCJCameco Corp	$3.75M	1.13%	0.01%	+17.3%	Q4 2020
SBUXStarbucks Corp	$3.43M	1.04%	0.00%	-1.2%	Q4 2020
GEVGE Vernova Inc.	$3.02M	0.91%	0.00%	+238.3%	Q2 2025
AGIAlamos Gold Inc	$2.9M	0.88%	0.02%	-14.8%	Q4 2020
AMDAdvanced Micro Devices Inc	$2.87M	0.87%	0.00%	+43.4%	Q4 2020
SLViShares Silver Trust	$2.57M	0.78%	0.01%	+18.6%	Q4 2020
BEBloom Energy Corp	$2.55M	0.77%	0.01%	Not reported	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.49M	0.75%	Not reported	-4.3%	Q4 2020
GLDSPDR Gold Trust	$2.44M	0.74%	0.00%	-0.4%	Q4 2020
ETEnergy Transfer LP	$2.08M	0.63%	0.00%	-1.4%	Q1 2022
LUVSouthwest Airlines Co	$1.95M	0.59%	0.01%	+11.5%	Q4 2020
JPMJPMorgan Chase & Co	$1.82M	0.55%	0.00%	-36.4%	Q1 2024
UTGReaves Utility Income Fund	$1.7M	0.51%	Not reported	+23.6%	Q4 2024
DELLDell Technologies Inc.	$1.65M	0.50%	0.00%	-14.7%	Q3 2024
MCDMcdonalds Corp	$1.58M	0.48%	0.00%	-0.2%	Q4 2020
NEANuveen AMT-Free Quality Municipal Income Fund	$1.55M	0.47%	Not reported	+2.3%	Q4 2020
IEIvanhoe Electric Inc.	$1.54M	0.47%	0.09%	+75.8%	Q2 2025
BABoeing Co	$1.54M	0.47%	0.00%	-36.5%	Q4 2020
CVXChevron Corp	$1.48M	0.45%	0.00%	Not reported	Q1 2024
LLYELI LILLY & Co	$1.45M	0.44%	0.00%	-77.6%	Q1 2022
CATCaterpillar Inc	$1.37M	0.41%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$1.33M	0.40%	0.00%	Not reported	Q4 2020
BIDUBaidu, Inc.	$1.32M	0.40%	Not reported	Not reported	Q4 2020
BABAAlibaba Group Holding Ltd	$1.31M	0.40%	0.00%	+18.5%	Q4 2020
IBRXImmunityBio, Inc.	$1.28M	0.39%	0.05%	+416.5%	Q2 2025
LVSLas Vegas Sands Corp	$1.19M	0.36%	0.00%	Not reported	Q4 2020
ALGAlamo Group Inc	$1.15M	0.35%	0.05%	-3.2%	Q4 2020
SHOPShopify Inc.	$1.12M	0.34%	0.00%	-0.7%	Q4 2020
IBITiShares Bitcoin Trust ETF	$1.1M	0.33%	0.00%	+194.4%	Q2 2025

Premium opens every quarter this fund has filed