Kieckhefer Group Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$211.7M
Q ending 2026-03-31
Prior quarter
$210.2M
Q ending 2025-12-31
Change
+0.7% QoQ · +53.2% YoY
Positions
58
reported holdings
Largest positions
All 58 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $83.9M | 481K |
| Palantir Technologies Inc | PLTR | Shares | $21.7M | 149K |
| Intuitive Surgical Inc | ISRG | Shares | $11.0M | 24K |
| Invesco Qqq Tr | QQQ | Shares | $8.1M | 14K |
| Bwx Technologies Inc | BWXT | Shares | $8.1M | 39K |
| Vertiv Holdings Co | VRT | Shares | $7.2M | 29K |
| Vanguard Index Fds | VOT | Shares | $6.1M | 24K |
| Netflix Inc. | NFLX | Shares | $5.7M | 59K |
| Dell Technologies Inc | DELL | Shares | $5.2M | 32K |
| Cheniere Energy Inc | LNG | Shares | $5.2M | 18K |
| Vanguard Admiral Fds Inc | VIOG | Shares | $5.0M | 41K |
| Exxon Mobil Corp | XOM | Shares | $3.4M | 20K |
| Rtx Corporation | RTX | Shares | $2.9M | 15K |
| Wec Energy Group Inc | WEC | Shares | $2.6M | 23K |
| Vanguard Index Fds | VOO | Shares | $2.6M | 4K |
| Archer Daniels Midland Co | ADM | Shares | $2.3M | 32K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $2.1M | 9K |
| Solstice Advanced Matls Inc | SOLS | Shares | $1.9M | 25K |
| Soundhound Ai Inc | SOUN | Shares | $1.7M | 254K |
| Caterpillar Inc | CAT | Shares | $1.7M | 2K |
| Nrg Energy Inc | NRG | Shares | $1.6M | 11K |
| Western Digital Corp | WDC | Shares | $1.6M | 6K |
| Draganfly Inc. | DPRO | Shares | $1.5M | 316K |
| Credo Technology Group Holdi | Shares | $1.5M | 16K | |
| The Trade Desk Inc | TTD | Shares | $1.3M | 58K |
| Somnigroup International Inc | SGI | Shares | $1.3M | 18K |
| Plug Pwr Inc | PLUG | Shares | $1.1M | 500K |
| Samsara Inc | IOT | Shares | $979K | 31K |
| Ferguson Enterprises Inc | FERG | Shares | $933K | 4K |
| Vanguard Index Fds | VO | Shares | $868K | 3K |
| Apple Inc | AAPL | Shares | $785K | 3K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $746K | 6K |
| Unusual Machs Inc | UMAC | Shares | $744K | 60K |
| Amazon Com Inc | AMZN | Shares | $676K | 3K |
| Emcor Group Inc | EME | Shares | $591K | 800 |
| United States Antimony Corp | UAMY | Shares | $576K | 66K |
| Johnson & Johnson | JNJ | Shares | $526K | 2K |
| Leonardo Drs Inc | DRS | Shares | $493K | 11K |
| Mckesson Corp | MCK | Shares | $476K | 550 |
| Bridger Aerospace Grp Hldgs | BAER | Shares | $413K | 208K |
| Spdr Gold Tr | GLD | Shares | $407K | 945 |
| Red Cat Hldgs Inc | RCAT | Shares | $373K | 29K |
| Abbvie Inc | ABBV | Shares | $370K | 2K |
| Meta Platforms Inc | META | Shares | $314K | 549 |
| Vanguard Admiral Fds Inc | IVOO | Shares | $283K | 2K |
| Microsoft Corp | MSFT | Shares | $282K | 762 |
| Ciena Corp | CIEN | Shares | $272K | 700 |
| Procter & Gamble Co | PG | Shares | $267K | 2K |
| International Business Machs | IBM | Shares | $258K | 1K |
| Arista Networks Inc | ANET | Shares | $258K | 2K |
| Eli Lilly & Co | LLY | Shares | $230K | 250 |
| Duke Energy Corp New | DUK | Shares | $229K | 2K |
| Recursion Pharmaceuticals In | RXRX | Shares | $227K | 74K |
| Alphabet Inc | GOOG | Shares | $225K | 786 |
| Etfis Ser Tr I | UTES | Shares | $201K | 3K |
| Angel Studios Inc | ANGX | Shares | $183K | 60K |
| Microvision Inc Del | MVIS | Shares | $65K | 101K |
| Outdoor Holding Co | POWW | Shares | $20K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.