KIECKHEFER GROUP LLC
KIECKHEFER GROUP LLC reported 65 positions worth $245.7M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: NVDA (39.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $96.3M | 39.18% | 481,219 | — | — | |
| ▸ 2 | PLTR | SH | $17.4M | 7.09% | 149,355 | — | — | |
| ▸ 3 | DELL | SH | $13.7M | 5.55% | 31,639 | — | — | |
| ▸ 4 | QQQ | SH | $10.4M | 4.22% | 14,083 | — | — | |
| ▸ 5 | VRT | SH | $9.5M | 3.87% | 28,429 | — | — | |
| ▸ 6 | BWXT | SH | $7.7M | 3.12% | 39,418 | — | — | |
| ▸ 7 | VOT | SH | $7.2M | 2.93% | 23,527 | — | — | |
| ▸ 8 | VIOG | SH | $6.2M | 2.52% | 40,429 | — | — | |
| ▸ 9 | ISRG | SH | $5.3M | 2.15% | 13,268 | — | — | |
| ▸ 10 | CRDO | SH | $4.3M | 1.77% | 15,957 | — | — |
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Frequently Asked Questions
What stocks does KIECKHEFER GROUP LLC hold as of Q2 2026?
KIECKHEFER GROUP LLC reported 65 positions worth $245.7M in its Q2 2026 13F filing. Largest positions: NVDA (39.2%), PLTR (7.1%), DELL (5.6%), QQQ (4.2%) and VRT (3.9%).
What did KIECKHEFER GROUP LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did KIECKHEFER GROUP LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.