Kieckhefer Group LLC
Net buyer this quarter
$246M
58
+$6.14M
71.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $96.3M | 39.18% | 0.00% | 0.0% | Q4 2024 |
 PLTR | $17.4M | 7.09% | 0.01% | +0.6% | Q4 2024 |
 DELL | $13.7M | 5.55% | 0.00% | -1.0% | Q4 2024 |
 QQQ | $10.4M | 4.22% | Not reported | +0.7% | Q4 2024 |
 VRT | $9.52M | 3.87% | 0.01% | -1.0% | Q4 2024 |
 BWXT | $7.67M | 3.12% | 0.04% | Not reported | Q2 2025 |
 VOT | $7.21M | 2.93% | Not reported | Not reported | Q4 2024 |
 ISRG | $5.28M | 2.15% | 0.00% | -44.4% | Q4 2024 |
 CRDO | $4.34M | 1.77% | 0.01% | +1.6% | Q1 2026 |
 NFLX | $4.22M | 1.72% | 0.00% | Not reported | Q4 2024 |
 LNG | $3.99M | 1.63% | 0.01% | -8.7% | Q4 2024 |
 WDC | $3.83M | 1.56% | 0.00% | Not reported | Q3 2025 |
 RTX | $2.85M | 1.16% | 0.00% | +0.1% | Q3 2025 |
 XOM | $2.72M | 1.11% | 0.00% | +0.3% | Q4 2024 |
 LITE | $2.72M | 1.11% | 0.00% | New | Q2 2026 |
 WEC | $2.59M | 1.06% | 0.01% | -2.2% | Q3 2025 |
 CAT | $2.5M | 1.02% | 0.00% | Not reported | Q4 2024 |
 ADM | $2.44M | 0.99% | 0.01% | -0.1% | Q4 2024 |
 GLW | $2.35M | 0.96% | 0.00% | New | Q2 2026 |
 SOLS | $2.24M | 0.91% | 0.02% | -0.3% | Q4 2025 |
 MU | $1.76M | 0.72% | 0.00% | Not reported | Q4 2024 |
 DPRO | $1.71M | 0.70% | 1.08% | Not reported | Q4 2024 |
 SOUN | $1.64M | 0.67% | 0.13% | Not reported | Q4 2024 |
 NOK | $1.64M | 0.67% | 0.00% | New | Q2 2026 |
 NRG | $1.57M | 0.64% | 0.01% | -3.6% | Q2 2025 |
 BWA | $1.56M | 0.63% | 0.01% | New | Q2 2026 |
 SGI | $1.37M | 0.56% | 0.01% | Not reported | Q4 2024 |
 PLUG | $1.36M | 0.55% | 0.04% | Not reported | Q4 2024 |
 UMAC | $1.34M | 0.54% | 0.12% | Not reported | Q4 2024 |
 TTD | $1.04M | 0.42% | Not reported | -1.7% | Q4 2024 |
 IOT | $1M | 0.41% | Not reported | Not reported | Q4 2024 |
 FERG | $949K | 0.39% | 0.00% | Not reported | Q4 2024 |
 AAPL | $933K | 0.38% | 0.00% | +4.3% | Q4 2024 |
 AMZN | $794K | 0.32% | 0.00% | +2.5% | Q4 2024 |
 EME | $664K | 0.27% | 0.00% | Not reported | Q1 2026 |
 JNJ | $575K | 0.23% | 0.00% | +5.3% | Q4 2024 |
 DRS | $472K | 0.19% | 0.00% | Not reported | Q3 2025 |
 UAMY | $443K | 0.18% | 0.04% | -7.6% | Q2 2025 |
 ABBV | $428K | 0.17% | 0.00% | Not reported | Q4 2024 |
 MCK | $416K | 0.17% | 0.00% | Not reported | Q4 2024 |
 ANET | $357K | 0.15% | 0.00% | Not reported | Q4 2024 |
 NMAX | $352K | 0.14% | Not reported | New | Q2 2026 |
 GLD | $348K | 0.14% | 0.00% | Not reported | Q4 2024 |
 CIEN | $343K | 0.14% | 0.00% | Not reported | Q4 2024 |
 BAER | $323K | 0.13% | 0.29% | -19.2% | Q4 2024 |
 MSFT | $314K | 0.13% | 0.00% | +10.6% | Q4 2024 |
 META | $309K | 0.13% | Not reported | Not reported | Q4 2024 |
 GOOG | $308K | 0.13% | Not reported | +11.1% | Q4 2024 |
 RCAT | $304K | 0.12% | 0.02% | Not reported | Q4 2024 |
 KLAC | $302K | 0.12% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| NVDA | $83.9M | 39.64% | 0.00% | +0.5% | Q4 2024 |
| PLTR | $21.7M | 10.26% | 0.01% | 0.0% | Q4 2024 |
| ISRG | $11M | 5.20% | 0.01% | -0.6% | Q4 2024 |
| QQQ | $8.07M | 3.81% | Not reported | +1.5% | Q4 2024 |
| BWXT | $8.06M | 3.81% | 0.04% | +0.5% | Q2 2025 |
| VRT | $7.2M | 3.40% | 0.01% | -0.1% | Q4 2024 |
| VOT | $6.05M | 2.86% | Not reported | Not reported | Q4 2024 |
| NFLX | $5.68M | 2.68% | 0.00% | +0.4% | Q4 2024 |
| DELL | $5.25M | 2.48% | 0.00% | -1.1% | Q4 2024 |
| LNG | $5.2M | 2.45% | 0.01% | -2.9% | Q4 2024 |
| XOM | $3.36M | 1.59% | 0.00% | Not reported | Q4 2024 |
| RTX | $2.89M | 1.37% | 0.00% | +50.0% | Q3 2025 |
| WEC | $2.63M | 1.24% | 0.01% | -0.4% | Q3 2025 |
| ADM | $2.32M | 1.10% | 0.01% | Not reported | Q4 2024 |
| SOLS | $1.93M | 0.91% | 0.02% | +0.1% | Q4 2025 |
| SOUN | $1.74M | 0.82% | 0.13% | Not reported | Q4 2024 |
| CAT | $1.66M | 0.79% | 0.00% | +6.8% | Q4 2024 |
| NRG | $1.63M | 0.77% | 0.01% | Not reported | Q2 2025 |
| WDC | $1.62M | 0.77% | 0.00% | Not reported | Q3 2025 |
| DPRO | $1.55M | 0.73% | 1.08% | +0.8% | Q4 2024 |
| CRDO | $1.47M | 0.70% | 0.01% | New | Q1 2026 |
| TTD | $1.32M | 0.62% | Not reported | Not reported | Q4 2024 |
| SGI | $1.3M | 0.61% | 0.01% | Not reported | Q4 2024 |
| PLUG | $1.13M | 0.53% | 0.04% | Not reported | Q4 2024 |
| IOT | $979K | 0.46% | Not reported | Not reported | Q4 2024 |
| FERG | $933K | 0.44% | 0.00% | Not reported | Q4 2024 |
| AAPL | $785K | 0.37% | 0.00% | -6.6% | Q4 2024 |
| UMAC | $744K | 0.35% | 0.13% | Not reported | Q4 2024 |
| AMZN | $676K | 0.32% | 0.00% | +16.2% | Q4 2024 |
| EME | $591K | 0.28% | 0.00% | New | Q1 2026 |
| UAMY | $576K | 0.27% | 0.05% | Not reported | Q2 2025 |
| JNJ | $526K | 0.25% | 0.00% | Not reported | Q4 2024 |
| DRS | $493K | 0.23% | 0.00% | Not reported | Q3 2025 |
| MCK | $476K | 0.22% | 0.00% | Not reported | Q4 2024 |
| BAER | $413K | 0.19% | 0.36% | -13.3% | Q4 2024 |
| GLD | $407K | 0.19% | 0.00% | Not reported | Q4 2024 |
| RCAT | $373K | 0.18% | 0.02% | Not reported | Q4 2024 |
| ABBV | $370K | 0.17% | 0.00% | Not reported | Q4 2024 |
| META | $314K | 0.15% | Not reported | +10.0% | Q4 2024 |
| MSFT | $282K | 0.13% | 0.00% | +69.3% | Q4 2024 |
| CIEN | $272K | 0.13% | 0.00% | Not reported | Q4 2024 |
 PG | $267K | 0.13% | 0.00% | Not reported | Q4 2024 |
 IBM | $258K | 0.12% | 0.00% | +39.2% | Q4 2024 |
| ANET | $258K | 0.12% | 0.00% | Not reported | Q4 2024 |
 LLY | $230K | 0.11% | 0.00% | Not reported | Q4 2024 |
| DUK | $229K | 0.11% | 0.00% | Not reported | Q4 2024 |
 RXRX | $227K | 0.11% | 0.01% | Not reported | Q2 2025 |
| GOOG | $225K | 0.11% | Not reported | Not reported | Q4 2024 |
 ANGX | $183K | 0.09% | 0.04% | +50.0% | Q4 2025 |
 MVIS | $64.8K | 0.03% | 0.03% | -19.8% | Q1 2025 |
| Q4 2025 | |||||
| NVDA | $89.3M | 42.47% | 0.00% | -0.8% | Q4 2024 |
| PLTR | $26.4M | 12.55% | 0.01% | -2.2% | Q4 2024 |
| ISRG | $13.6M | 6.47% | 0.01% | +65.1% | Q4 2024 |
| QQQ | $8.46M | 4.03% | Not reported | +0.2% | Q4 2024 |
| BWXT | $6.78M | 3.23% | 0.04% | +6.3% | Q2 2025 |
| VOT | $6.57M | 3.12% | Not reported | -0.4% | Q4 2024 |
| NFLX | $5.51M | 2.62% | 0.00% | +10.2% | Q4 2024 |
| VRT | $4.66M | 2.22% | 0.01% | -21.0% | Q4 2024 |
| DELL | $4.07M | 1.94% | 0.00% | -4.2% | Q4 2024 |
| LNG | $3.67M | 1.74% | 0.01% | -0.1% | Q4 2024 |
| SOUN | $2.53M | 1.20% | 0.13% | -1.9% | Q4 2024 |
| WEC | $2.41M | 1.14% | 0.01% | -5.0% | Q3 2025 |
| XOM | $2.39M | 1.14% | 0.00% | -0.6% | Q4 2024 |
| DPRO | $2.16M | 1.03% | 1.07% | -0.8% | Q4 2024 |
| RTX | $1.83M | 0.87% | 0.00% | Not reported | Q3 2025 |
| ADM | $1.83M | 0.87% | 0.01% | -7.0% | Q4 2024 |
| NRG | $1.77M | 0.84% | 0.01% | Not reported | Q2 2025 |
| SGI | $1.57M | 0.74% | 0.01% | Not reported | Q4 2024 |
| CAT | $1.26M | 0.60% | 0.00% | Not reported | Q4 2024 |
| SOLS | $1.23M | 0.59% | 0.02% | +2679.4% | Q4 2025 |
| IOT | $1.1M | 0.52% | Not reported | -0.3% | Q4 2024 |
| WDC | $1.03M | 0.49% | 0.00% | Not reported | Q3 2025 |
| PLUG | $985K | 0.47% | 0.04% | +1056.3% | Q4 2024 |
| AAPL | $900K | 0.43% | 0.00% | -14.2% | Q4 2024 |
| FERG | $891K | 0.42% | 0.00% | Not reported | Q4 2024 |
| UMAC | $764K | 0.36% | 0.16% | -3.2% | Q4 2024 |
| AMZN | $645K | 0.31% | 0.00% | +8.1% | Q4 2024 |
| MCK | $451K | 0.21% | 0.00% | Not reported | Q4 2024 |
| JNJ | $445K | 0.21% | 0.00% | Not reported | Q4 2024 |
| BAER | $440K | 0.21% | 0.43% | -15.5% | Q4 2024 |
| ABBV | $388K | 0.18% | 0.00% | -5.6% | Q4 2024 |
| GLD | $375K | 0.18% | 0.00% | Not reported | Q4 2024 |
| UAMY | $331K | 0.16% | 0.05% | Not reported | Q2 2025 |
| META | $329K | 0.16% | Not reported | +80.1% | Q4 2024 |
 EXK | $305K | 0.14% | 0.00% | Not reported | Q4 2024 |
| RXRX | $303K | 0.14% | 0.01% | Not reported | Q2 2025 |
| ANET | $275K | 0.13% | 0.00% | -4.6% | Q4 2024 |
| LLY | $269K | 0.13% | 0.00% | Not reported | Q4 2024 |
| PG | $265K | 0.13% | 0.00% | Not reported | Q4 2024 |
 SHOP | $228K | 0.11% | 0.00% | -14.1% | Q4 2024 |
| IBM | $227K | 0.11% | 0.00% | Not reported | Q4 2024 |
| RCAT | $226K | 0.11% | 0.02% | -5.0% | Q4 2024 |
| MSFT | $218K | 0.10% | 0.00% | Not reported | Q4 2024 |
| DUK | $205K | 0.10% | 0.00% | Not reported | Q4 2024 |
| ANGX | $187K | 0.09% | 0.02% | New | Q4 2025 |
| MVIS | $104K | 0.05% | 0.62% | -28.6% | Q1 2025 |
 AISP | $36K | 0.02% | 0.04% | -7.4% | Q4 2024 |
 POWW | $17.1K | 0.01% | 0.01% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| NVDA | $90M | 42.11% | 0.00% | +0.1% | Q4 2024 |
| PLTR | $27.7M | 12.95% | 0.01% | +0.1% | Q4 2024 |
| QQQ | $8.26M | 3.87% | Not reported | +0.1% | Q4 2024 |
| VOT | $6.94M | 3.25% | Not reported | +0.2% | Q4 2024 |
| BWXT | $6.8M | 3.18% | 0.04% | +3.3% | Q2 2025 |
| ISRG | $6.5M | 3.04% | 0.00% | +34.1% | Q4 2024 |
| NFLX | $6.4M | 2.99% | 0.00% | Not reported | Q4 2024 |
| VRT | $5.49M | 2.57% | 0.01% | Not reported | Q4 2024 |
 HPE | $4.93M | 2.31% | 0.02% | -1.2% | Q4 2024 |
| DELL | $4.78M | 2.24% | 0.01% | -0.6% | Q4 2024 |
| LNG | $4.43M | 2.08% | 0.01% | Not reported | Q4 2024 |
| SOUN | $4.16M | 1.95% | 0.13% | +47.2% | Q4 2024 |
| WEC | $2.75M | 1.29% | 0.01% | New | Q3 2025 |
| DPRO | $2.57M | 1.20% | 5.82% | +57.3% | Q4 2024 |
| XOM | $2.25M | 1.05% | 0.00% | -72.1% | Q4 2024 |
| ADM | $2.05M | 0.96% | 0.01% | -25.9% | Q4 2024 |
| NRG | $1.8M | 0.84% | 0.01% | +15.6% | Q2 2025 |
| RTX | $1.67M | 0.78% | 0.00% | New | Q3 2025 |
| SGI | $1.48M | 0.69% | 0.01% | Not reported | Q4 2024 |
| IOT | $1.15M | 0.54% | Not reported | +0.4% | Q4 2024 |
| AAPL | $983K | 0.46% | 0.00% | +14.9% | Q4 2024 |
| UMAC | $936K | 0.44% | 0.20% | +330.6% | Q4 2024 |
| FERG | $898K | 0.42% | 0.00% | Not reported | Q4 2024 |
| DRS | $835K | 0.39% | 0.01% | New | Q3 2025 |
 HON | $768K | 0.36% | 0.00% | Not reported | Q4 2024 |
| WDC | $720K | 0.34% | 0.00% | New | Q3 2025 |
| AMZN | $568K | 0.27% | 0.00% | Not reported | Q4 2024 |
| BAER | $526K | 0.25% | 0.51% | +63.0% | Q4 2024 |
| MCK | $425K | 0.20% | 0.00% | Not reported | Q4 2024 |
| ABBV | $417K | 0.20% | 0.00% | Not reported | Q4 2024 |
| UAMY | $409K | 0.19% | 0.05% | +83.3% | Q2 2025 |
| JNJ | $399K | 0.19% | 0.00% | +13.2% | Q4 2024 |
| RXRX | $361K | 0.17% | 0.02% | +94.7% | Q2 2025 |
| GLD | $336K | 0.16% | 0.00% | Not reported | Q4 2024 |
| ANET | $321K | 0.15% | 0.00% | +10.0% | Q4 2024 |
| RCAT | $311K | 0.15% | 0.03% | +30.4% | Q4 2024 |
| PG | $284K | 0.13% | 0.00% | +32.1% | Q4 2024 |
| SHOP | $245K | 0.11% | 0.00% | Not reported | Q4 2024 |
| GOOG | $225K | 0.11% | Not reported | Not reported | Q4 2024 |
| MVIS | $219K | 0.10% | 0.06% | -1.4% | Q1 2025 |
| DUK | $216K | 0.10% | 0.00% | Not reported | Q4 2024 |
| IBM | $216K | 0.10% | 0.00% | Not reported | Q4 2024 |
| META | $203K | 0.10% | Not reported | Not reported | Q4 2024 |
| PLUG | $101K | 0.05% | 0.00% | Not reported | Q4 2024 |
| AISP | $69.5K | 0.03% | 0.04% | Not reported | Q4 2024 |
| POWW | $14.8K | 0.01% | 0.01% | -50.0% | Q4 2024 |