§ 13F · FUND PROFILE
KIECKHEFER GROUP LLC.
AUM · $214M (13F)Positions · 52Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 481K | $96M | 39.2% | ±0% |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | 149K | $17M | 7.1% | +1% |
| 3 | DELL | DELL TECHNOLOGIES INC | 32K | $14M | 5.6% | −1% |
| 4 | QQQ | INVESCO QQQ TR | 14K | $10M | 4.2% | +1% |
| 5 | VRT | VERTIV HOLDINGS CO | 28K | $10M | 3.9% | −1% |
| 6 | BWXT | BWX TECHNOLOGIES INC | 39K | $8M | 3.1% | ±0% |
| 7 | VOT | VANGUARD INDEX FDS | 24K | $7M | 2.9% | ±0% |
| 8 | VIOG | VANGUARD ADMIRAL FDS INC | 40K | $6M | 2.5% | ±0% |
| 9 | ISRG | INTUITIVE SURGICAL INC | 13K | $5M | 2.1% | −44% |
| 10 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 16K | $4M | 1.8% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KIECKHEFER SIGNAL
AC read
KIECKHEFER GROUP LLC is a Other fund managing $214 million in assets. The fund runs a portfolio of 52 positions.
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