KIECKHEFER GROUP LLC
CIK 0002051613 · MEQUON, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$245.7M
2026 Q2
Positions
65
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
72.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
39.2%
PLTR
PALANTIR TECHNOLOGIES INC
7.1%
DELL
DELL TECHNOLOGIES INC
5.6%
QQQ
INVESCO QQQ TR
4.2%
VRT
VERTIV HOLDINGS CO
3.9%
BWXT
BWX TECHNOLOGIES INC
3.1%
VOT
VANGUARD INDEX FDS
2.9%
VIOG
VANGUARD ADMIRAL FDS INC
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.