Kieckhefer Group LLC Top Holdings and 13F Report (2025) About Kieckhefer Group LLCInvestment ActivityKieckhefer Group LLC has $138.19 million in total holdings as of March 31, 2025.Kieckhefer Group LLC owns shares of 46 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.92% of the portfolio was purchased this quarter.About 11.14% of the portfolio was sold this quarter.This quarter, Kieckhefer Group LLC has purchased 137 new stocks and bought additional shares in 14 stocks.Kieckhefer Group LLC sold shares of 9 stocks and completely divested from 93 stocks this quarter.Largest Holdings NVIDIA $52,122,388PALANTIR TECHNOLOGIES IN $12,795,884Exxon Mobil $8,565,814Vanguard Mid-Cap Growth ETF $5,766,418Invesco QQQ $5,765,371 Largest New Holdings this Quarter 08975B109 - BigBear.ai $639,562 Holding594960304 - MicroVision $221,960 Holding Largest Purchases this Quarter CHENIERE ENERGY INC 16,775 shares (about $3.88M)BigBear.ai 223,623 shares (about $639.56K)MicroVision 179,000 shares (about $221.96K)Bridger Aerospace Group 172,500 shares (about $194.93K)Vanguard S&P 500 ETF 247 shares (about $126.93K) Largest Sales this Quarter Vanguard S&P Small-Cap 600 Growth ETF 43,113 shares (about $4.61M)Copart 34,520 shares (about $1.95M)NVIDIA 7,631 shares (about $827.05K)Devon Energy 9,750 shares (about $364.65K)PALANTIR TECHNOLOGIES IN 4,005 shares (about $338.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKieckhefer Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$52,122,388$827,047 ▼-1.6%480,92337.7%Computer and TechnologyPALANTIR TECHNOLOGIES IN$12,795,884$338,022 ▼-2.6%151,6109.3%COMXOMExxon Mobil$8,565,8140.0%72,0246.2%EnergyVOTVanguard Mid-Cap Growth ETF$5,766,418$24,709 ▲0.4%23,5714.2%ETFQQQInvesco QQQ$5,765,371$81,123 ▲1.4%12,2954.2%FinanceISRGIntuitive Surgical$5,368,727$24,764 ▲0.5%10,8403.9%MedicalCOPConocoPhillips$5,059,339$13,338 ▼-0.3%48,1753.7%EnergyNFLXNetflix$4,928,4210.0%5,2853.6%Consumer DiscretionaryVIOGVanguard S&P Small-Cap 600 Growth ETF$4,456,142$4,607,911 ▼-50.8%41,6933.2%ETFCHENIERE ENERGY INC$4,106,193$3,881,735 ▲1,729.4%17,7453.0%COMHPEHewlett Packard Enterprise$3,150,806$15,430 ▼-0.5%204,2002.3%Computer and TechnologyDELLDell Technologies$3,087,933$3,920 ▲0.1%33,8772.2%Computer and TechnologyVRTVertiv$2,628,369$28,880 ▲1.1%36,4041.9%Computer and TechnologyADMArcher-Daniels-Midland$2,222,8630.0%46,3001.6%Consumer StaplesCPRTCopart$1,953,487$1,953,487 ▼-50.0%34,5201.4%Business ServicesAPDAir Products and Chemicals$1,784,266$191,698 ▼-9.7%6,0501.3%Basic MaterialsSOUNSoundHound AI$1,429,120$24,360 ▲1.7%176,0001.0%Computer and TechnologyVLOValero Energy$1,320,7000.0%10,0001.0%EnergyIOTSamsara$1,169,0650.0%30,5000.8%Computer and TechnologyTPXTempur Sealy International$1,049,8160.0%17,5320.8%Retail/WholesaleAAPLApple$824,5470.0%3,7120.6%Computer and TechnologyVOVanguard Mid-Cap ETF$781,2910.0%3,0210.6%ETFVIOOVanguard S&P Small-Cap 600 ETF$763,1970.0%7,9080.6%ETFVOOVanguard S&P 500 ETF$745,635$126,928 ▲20.5%1,4510.5%ETFFERGUSON ENTERPRISES INC$640,9200.0%4,0000.5%COMBBAIBigBear.ai$639,562$639,562 ▲New Holding223,6230.5%Computer and TechnologyDVNDevon Energy$550,191$364,650 ▼-39.9%14,7110.4%EnergyGLDSPDR Gold Shares$546,025$106,612 ▲24.3%1,8950.4%FinanceAMZNAmazon.com$492,0120.0%2,5860.4%Retail/WholesaleABBVAbbVie$377,1360.0%1,8000.3%MedicalMCKMcKesson$370,1450.0%5500.3%MedicalDRAGANFLY INC EQUITY F$325,120$6,302 ▲2.0%118,6570.2%FGCJNJJohnson & Johnson$315,0960.0%1,9000.2%MedicalPGProcter & Gamble$238,5880.0%1,4000.2%Consumer StaplesIVOOVanguard S&P Mid-Cap 400 ETF$223,529$493 ▲0.2%2,2650.2%ETFMVISMicroVision$221,960$221,960 ▲New Holding179,0000.2%Computer and TechnologyIWCiShares Micro-Cap ETF$221,8200.0%2,0000.2%ETFDUKDuke Energy$213,2040.0%1,7480.2%UtilitiesLLYEli Lilly and Company$206,4780.0%2500.1%MedicalVIGVanguard Dividend Appreciation ETF$200,974$26,383 ▲15.1%1,0360.1%ETFBAERBridger Aerospace Group$197,185$194,925 ▲8,625.0%174,5000.1%AerospaceRCATRed Cat$135,2400.0%23,0000.1%Business ServicesUNUSUAL MACHS INC NE EQU$92,1600.0%14,4000.1%COMPLUGPlug Power$58,374$29,376 ▼-33.5%43,2400.0%IndustrialsAIRSHIP AI HLDGS INC$51,878$22,928 ▲79.2%13,4400.0%COMPOWWAMMO$27,6000.0%20,0000.0%Consumer DiscretionaryTTDTrade Desk$0$1,237,003 ▼-100.0%00.0%Computer and TechnologyUNITED STATES NATURAL$0$641,402 ▼-100.0%00.0%UIEARISTA NETWORKS INC$0$221,060 ▼-100.0%00.0%COMEXASExact Sciences$0$188,237 ▼-100.0%00.0%MedicalSHOPShopify$0$175,445 ▼-100.0%00.0%Computer and TechnologyIBMInternational Business Machines$0$168,390 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$162,186 ▼-100.0%00.0%Computer and TechnologyAMDAdvanced Micro Devices$0$161,859 ▼-100.0%00.0%Computer and TechnologySLViShares Silver Trust$0$157,769 ▼-100.0%00.0%ETFPFGPrincipal Financial Group$0$142,434 ▼-100.0%00.0%FinanceMSFTMicrosoft$0$141,203 ▼-100.0%00.0%Computer and TechnologySCHDSchwab US Dividend Equity ETF$0$129,907 ▼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$129,255 ▼-100.0%00.0%ETFSUNSunoco$0$128,600 ▼-100.0%00.0%EnergyAOSA. O. Smith$0$122,778 ▼-100.0%00.0%IndustrialsKMBKimberly-Clark$0$117,936 ▼-100.0%00.0%Consumer StaplesAAAlcoa$0$113,340 ▼-100.0%00.0%IndustrialsPRFInvesco FTSE RAFI US 1000 ETF$0$110,935 ▼-100.0%00.0%ETFFIVGDefiance Next Gen Connectivity ETF$0$95,300 ▼-100.0%00.0%ETFPFEPfizer$0$92,855 ▼-100.0%00.0%MedicalSOXXiShares Semiconductor ETF$0$85,981 ▼-100.0%00.0%ETFIRMIron Mountain$0$84,088 ▼-100.0%00.0%Business ServicesPFFiShares Preferred and Income Securities ETF$0$83,316 ▼-100.0%00.0%ETFGOOGAlphabet$0$76,176 ▼-100.0%00.0%Computer and TechnologyCATCaterpillar$0$72,552 ▼-100.0%00.0%IndustrialsACNAccenture$0$70,358 ▼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$69,552 ▼-100.0%00.0%Computer and TechnologyINTUIntuit$0$69,135 ▼-100.0%00.0%Computer and TechnologyTAT&T$0$66,716 ▼-100.0%00.0%Computer and TechnologyCYBRCyberArk Software$0$66,630 ▼-100.0%00.0%Computer and TechnologyETNEaton$0$66,374 ▼-100.0%00.0%IndustrialsCRMSalesforce$0$60,179 ▼-100.0%00.0%Computer and TechnologyCIENCiena$0$59,367 ▼-100.0%00.0%Computer and TechnologyORLYO'Reilly Automotive$0$59,290 ▼-100.0%00.0%Retail/WholesaleCVXChevron$0$57,936 ▼-100.0%00.0%EnergyWESWestern Midstream Partners$0$57,645 ▼-100.0%00.0%EnergyEPDEnterprise Products Partners$0$56,448 ▼-100.0%00.0%EnergyBABAAlibaba Group$0$55,283 ▼-100.0%00.0%Retail/WholesaleQCOMQUALCOMM$0$53,767 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$50,339 ▼-100.0%00.0%FinanceRSGRepublic Services$0$50,295 ▼-100.0%00.0%Business ServicesGEGE Aerospace$0$50,037 ▼-100.0%00.0%IndustrialsLOWLowe's Companies$0$45,658 ▼-100.0%00.0%Retail/WholesaleBRK.BBerkshire Hathaway$0$45,328 ▼-100.0%00.0%FinanceHONHoneywell International$0$45,178 ▼-100.0%00.0%Multi-Sector ConglomeratesADBEAdobe$0$44,468 ▼-100.0%00.0%Computer and TechnologyBTIBritish American Tobacco$0$43,584 ▼-100.0%00.0%Consumer StaplesDDOGDatadog$0$42,867 ▼-100.0%00.0%Computer and TechnologySUPER MICRO COMPUTER INC$0$42,672 ▼-100.0%00.0%COMADPAutomatic Data Processing$0$42,446 ▼-100.0%00.0%Business ServicesAMER SPORTS INC F$0$41,940 ▼-100.0%00.0%FGONLRVanEck Uranium+Nuclear Energy ETF$0$40,670 ▼-100.0%00.0%ETFMDTMedtronic$0$39,940 ▼-100.0%00.0%MedicalSHELShell$0$39,720 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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