Kieckhefer Group LLC Top Holdings and 13F Report (2025) About Kieckhefer Group LLCInvestment ActivityKieckhefer Group LLC has $166.04 million in total holdings as of December 31, 2024.Kieckhefer Group LLC owns shares of 137 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Largest Holdings NVIDIA $65,607,858PALANTIR TECHNOLOGIES IN $11,769,162Vanguard S&P Small-Cap 600 Growth ETF $9,863,890Exxon Mobil $7,747,622Invesco QQQ $6,197,130 Sector AllocationMap of 500 Largest Holdings ofKieckhefer Group LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorNVDANVIDIA$65,607,858488,55439.5%Computer and TechnologyPALANTIR TECHNOLOGIES IN$11,769,162155,6157.1%COMVIOGVanguard S&P Small-Cap 600 Growth ETF$9,863,89084,8065.9%ETFXOMExxon Mobil$7,747,62272,0244.7%Oils/EnergyQQQInvesco QQQ$6,197,13012,1223.7%FinanceVOTVanguard Mid-Cap Growth ETF$5,955,51323,4703.6%ETFISRGIntuitive Surgical$5,631,94810,7903.4%MedicalCOPConocoPhillips$4,790,10948,3022.9%Oils/EnergyNFLXNetflix$4,710,6265,2852.8%Consumer DiscretionaryHPEHewlett Packard Enterprise$4,231,570205,2002.5%Computer and TechnologyVRTVertiv$4,090,41436,0042.5%Computer and TechnologyCPRTCopart$3,962,20669,0402.4%Business ServicesDELLDell Technologies$3,899,03033,8342.3%Computer and TechnologySOUNSoundHound AI$3,432,320173,0002.1%Computer and TechnologyADMArcher-Daniels-Midland$2,339,07646,3001.4%Consumer StaplesAPDAir Products and Chemicals$1,943,2686,7001.2%Basic MaterialsIOTSamsara$1,332,54530,5000.8%Computer and TechnologyTTDTrade Desk$1,237,00310,5250.7%Computer and TechnologyVLOValero Energy$1,225,90010,0000.7%Oils/EnergyTPXTempur Sealy International$993,88917,5320.6%Retail/WholesaleAAPLApple$929,5593,7120.6%Computer and TechnologyVIOOVanguard S&P Small-Cap 600 ETF$838,5607,9080.5%ETFDVNDevon Energy$800,60924,4610.5%Oils/EnergyVOVanguard Mid-Cap ETF$797,9373,0210.5%ETFFERGUSON ENTERPRISES INC$694,2804,0000.4%COMVOOVanguard S&P 500 ETF$648,9941,2040.4%ETFUNITED STATES NATURAL$641,40238,1560.4%UIEAMZNAmazon.com$567,3432,5860.3%Retail/WholesaleDRAGANFLY INC F$466,592116,3570.3%FGCGLDSPDR Gold Shares$369,2481,5250.2%FinanceABBVAbbVie$319,8601,8000.2%MedicalMCKMcKesson$313,4515500.2%MedicalRCATRed Cat$295,55023,0000.2%Business ServicesJNJJohnson & Johnson$274,7781,9000.2%MedicalIWCiShares Micro-Cap ETF$260,7602,0000.2%ETFUNUSUAL MACHS INC NEV$242,20814,4000.1%COMIVOOVanguard S&P Mid-Cap 400 ETF$238,4432,2600.1%ETFPGProcter & Gamble$234,7101,4000.1%Consumer StaplesARISTA NETWORKS INC$221,0602,0000.1%COMCHENIERE ENERGY INC$208,4249700.1%COMLLYEli Lilly and Company$193,0002500.1%MedicalDUKDuke Energy$188,3301,7480.1%UtilitiesEXASExact Sciences$188,2373,3500.1%MedicalVIGVanguard Dividend Appreciation ETF$176,2479000.1%ETFSHOPShopify$175,4451,6500.1%Computer and TechnologyIBMInternational Business Machines$168,3907660.1%Computer and TechnologyMETAMeta Platforms$162,1862770.1%Computer and TechnologyAMDAdvanced Micro Devices$161,8591,3400.1%Computer and TechnologySLViShares Silver Trust$157,7695,9920.1%ETFPFGPrincipal Financial Group$142,4341,8400.1%FinanceMSFTMicrosoft$141,2033350.1%Computer and TechnologyPLUGPlug Power$138,45065,0000.1%Industrial ProductsSCHDSchwab US Dividend Equity ETF$129,9074,7550.1%ETFVTIVanguard Total Stock Market ETF$129,2554460.1%ETFSUNSunoco$128,6002,5000.1%Oils/EnergyAOSA. O. Smith$122,7781,8000.1%Industrial ProductsKMBKimberly-Clark$117,9369000.1%Consumer StaplesAAAlcoa$113,3403,0000.1%Industrial ProductsPRFInvesco FTSE RAFI US 1000 ETF$110,9352,7500.1%ETFFIVGDefiance Next Gen Connectivity ETF$95,3002,0000.1%ETFPFEPfizer$92,8553,5000.1%MedicalSOXXiShares Semiconductor ETF$85,9813990.1%ETFIRMIron Mountain$84,0888000.1%Business ServicesPFFiShares Preferred and Income Securities ETF$83,3162,6500.1%ETFGOOGAlphabet$76,1764000.0%Computer and TechnologyCATCaterpillar$72,5522000.0%Industrial ProductsACNAccenture$70,3582000.0%Computer and TechnologyAVGOBroadcom$69,5523000.0%Computer and TechnologyINTUIntuit$69,1351100.0%Computer and TechnologyTAT&T$66,7162,9300.0%Computer and TechnologyCYBRCyberArk Software$66,6302000.0%Computer and TechnologyETNEaton$66,3742000.0%Industrial ProductsCRMSalesforce$60,1791800.0%Computer and TechnologyCIENCiena$59,3677000.0%Computer and TechnologyORLYO'Reilly Automotive$59,290500.0%Retail/WholesaleCVXChevron$57,9364000.0%Oils/EnergyWESWestern Midstream Partners$57,6451,5000.0%Oils/EnergyEPDEnterprise Products Partners$56,4481,8000.0%Oils/EnergyBABAAlibaba Group$55,2836520.0%Retail/WholesaleQCOMQUALCOMM$53,7673500.0%Computer and TechnologyJPMJPMorgan Chase & Co.$50,3392100.0%FinanceRSGRepublic Services$50,2952500.0%Business ServicesGEGeneral Electric$50,0373000.0%TransportationAIRSHIP AI HLDGS INC$46,9507,5000.0%COMLOWLowe's Companies$45,6581850.0%Retail/WholesaleBRK.BBerkshire Hathaway$45,3281000.0%FinanceHONHoneywell International$45,1782000.0%Multi-Sector ConglomeratesADBEAdobe$44,4681000.0%Computer and TechnologyBTIBritish American Tobacco$43,5841,2000.0%Consumer StaplesDDOGDatadog$42,8673000.0%Computer and TechnologySUPER MICRO COMPUTER INC$42,6721,4000.0%COMADPAutomatic Data Processing$42,4461450.0%Business ServicesAMER SPORTS INC F$41,9401,5000.0%FGONLRVanEck Uranium+Nuclear Energy ETF$40,6707000.0%ETFMDTMedtronic$39,9405000.0%MedicalSHELShell$39,7206340.0%Oils/EnergyBXBlackstone$38,7952250.0%FinanceDOVDover$37,5202000.0%Industrial ProductsRYRoyal Bank of Canada$36,1533000.0%FinanceUBERUber Technologies$33,1765500.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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