Kercheville Advisors, LLC Top Holdings and 13F Report (2025) About Kercheville Advisors, LLCInvestment ActivityKercheville Advisors, LLC has $330.97 million in total holdings as of September 30, 2025.Kercheville Advisors, LLC owns shares of 106 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 9.79% of the portfolio was purchased this quarter.About 7.96% of the portfolio was sold this quarter.This quarter, Kercheville Advisors, LLC has purchased 105 new stocks and bought additional shares in 41 stocks.Kercheville Advisors, LLC sold shares of 36 stocks and completely divested from 16 stocks this quarter.Largest Holdings NVIDIA $21,140,702Amazon.com $20,630,632Agnico Eagle Mines $18,295,149Apple $18,087,968Meta Platforms $14,593,690 Largest New Holdings this Quarter 093712107 - Bloom Energy $2,554,014 Holding166764100 - Chevron $1,483,175 Holding056752108 - Baidu $1,324,289 Holding517834107 - Las Vegas Sands $1,190,492 Holding916896103 - Uranium Energy $919,126 Holding Largest Purchases this Quarter NVIDIA 31,927 shares (about $5.96M)SoFi Technologies 100,390 shares (about $2.65M)Bloom Energy 30,200 shares (about $2.55M)GE VERNOVA INC 3,455 shares (about $2.12M)Chevron 9,551 shares (about $1.48M) Largest Sales this Quarter Eli Lilly and Company 6,579 shares (about $5.02M)Broadcom 4,100 shares (about $1.35M)Hess Midstream Partners 38,079 shares (about $1.32M)Tesla 2,647 shares (about $1.18M)CrowdStrike 2,140 shares (about $1.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKercheville Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$21,140,702$5,956,959 ▲39.2%113,3066.4%Computer and TechnologyAMZNAmazon.com$20,630,632$313,986 ▲1.5%93,9596.2%Retail/WholesaleAEMAgnico Eagle Mines$18,295,149$514,445 ▼-2.7%108,5385.5%Basic MaterialsAAPLApple$18,087,968$157,871 ▼-0.9%71,0365.5%Computer and TechnologyMETAMeta Platforms$14,593,690$297,426 ▲2.1%19,8724.4%Computer and TechnologyGOOGAlphabet$14,092,679$155,871 ▼-1.1%57,8644.3%Computer and TechnologyCELHCelsius$12,808,370$1,122,205 ▲9.6%222,7933.9%Consumer StaplesGDXVanEck Gold Miners ETF$12,788,505$1,046,755 ▼-7.6%167,3893.9%ETFNFLXNetflix$11,917,265$185,833 ▲1.6%9,9403.6%Consumer DiscretionaryCOSTCostco Wholesale$11,597,839$32,396 ▼-0.3%12,5303.5%Retail/WholesaleMSFTMicrosoft$11,356,620$885,180 ▼-7.2%21,9263.4%Computer and TechnologyGDXJVanEck Junior Gold Miners ETF$10,550,718$282,334 ▼-2.6%106,5413.2%ETFBXBlackstone$9,326,728$377,580 ▲4.2%54,5902.8%FinanceGOOGLAlphabet$7,930,647$279,565 ▼-3.4%32,6232.4%Computer and TechnologySUNSunoco$7,705,617$100 ▲0.0%154,0822.3%EnergyTSLATesla$7,004,340$1,177,174 ▼-14.4%15,7502.1%Auto/Tires/TrucksSOFISoFi Technologies$6,942,912$2,652,304 ▲61.8%262,7902.1%FinanceMPLXMplx$6,732,734$5,395 ▼-0.1%134,7892.0%EnergyXOMExxon Mobil$6,665,603$14,094 ▼-0.2%59,1182.0%EnergyWMTWalmart$5,770,433$396,987 ▲7.4%55,9911.7%Retail/WholesaleHESMHess Midstream Partners$5,365,748$1,315,628 ▼-19.7%155,3041.6%EnergyPALANTIR TECHNOLOGIES INC$5,119,617$816,329 ▲19.0%28,0651.5%CL AUBERUber Technologies$4,187,728$227,780 ▼-5.2%42,7451.3%Computer and TechnologyCCJCameco$3,751,673$553,480 ▲17.3%44,7371.1%Basic MaterialsSBUXStarbucks$3,428,105$40,270 ▼-1.2%40,5211.0%Retail/WholesaleGE VERNOVA INC$3,016,085$2,124,480 ▲238.3%4,9050.9%COMAGIAlamos Gold$2,902,876$503,857 ▼-14.8%83,2510.9%Basic MaterialsAMDAdvanced Micro Devices$2,865,301$867,194 ▲43.4%17,7100.9%Computer and TechnologySLViShares Silver Trust$2,571,859$402,515 ▲18.6%60,7000.8%ETFBEBloom Energy$2,554,014$2,554,014 ▲New Holding30,2000.8%EnergyBRK.BBerkshire Hathaway$2,493,758$113,124 ▼-4.3%4,9600.8%FinanceGLDSPDR Gold Shares$2,436,391$8,887 ▼-0.4%6,8540.7%FinanceXLUUtilities Select Sector SPDR Fund$2,162,021$91,570 ▲4.4%24,7910.7%ETFETEnergy Transfer$2,083,873$30,545 ▼-1.4%121,4380.6%EnergyLUVSouthwest Airlines$1,952,052$201,670 ▲11.5%61,1740.6%TransportationJPMJPMorgan Chase & Co.$1,818,454$1,040,919 ▼-36.4%5,7650.5%FinanceREAVES UTIL INCOME FD$1,702,809$325,237 ▲23.6%42,9790.5%COM SH BEN INTDELLDell Technologies$1,651,904$283,540 ▼-14.6%11,6520.5%Computer and TechnologyMCDMcDonald's$1,576,634$3,039 ▼-0.2%5,1880.5%Retail/WholesaleNEANuveen AMT-Free Quality Municipal Income Fund$1,552,348$35,355 ▲2.3%136,2900.5%Financial ServicesIEIvanhoe Electric$1,543,023$665,150 ▲75.8%122,9500.5%Business ServicesBABoeing$1,541,819$885,942 ▼-36.5%7,1440.5%AerospaceCVXChevron$1,483,175$1,483,175 ▲New Holding9,5510.4%EnergyLLYEli Lilly and Company$1,452,811$5,019,981 ▼-77.6%1,9040.4%MedicalCATCaterpillar$1,367,0350.0%2,8650.4%IndustrialsHDHome Depot$1,329,4280.0%3,2810.4%Retail/WholesaleBIDUBaidu$1,324,289$1,324,289 ▲New Holding10,0500.4%Computer and TechnologyBABAAlibaba Group$1,307,550$203,746 ▲18.5%7,3160.4%Retail/WholesaleIBRXImmunityBio$1,276,986$1,029,756 ▲416.5%519,1000.4%MedicalLVSLas Vegas Sands$1,190,492$1,190,492 ▲New Holding22,1320.4%Consumer DiscretionaryALGAlamo Group$1,145,400$38,180 ▼-3.2%6,0000.3%IndustrialsSHOPIFY INC$1,122,749$7,431 ▼-0.7%7,5550.3%CL A SUB VTG SHSISHARES BITCOIN TRUST ETF$1,095,445$723,320 ▲194.4%16,8530.3%SHS BEN INTNADNuveen Quality Municipal Income Fund$1,059,468$34,334 ▼-3.1%90,6300.3%Financial ServicesDEDeere & Company$932,810$18,290 ▲2.0%2,0400.3%IndustrialsCSCOCisco Systems$931,563$500,506 ▼-34.9%13,6150.3%Computer and TechnologyUECUranium Energy$919,126$919,126 ▲New Holding68,9000.3%Basic MaterialsGLOBAL X FDS$899,072$568,944 ▲172.3%12,8000.3%DEFENSE TECH ETFTYGTortoise Energy Infrastructure$862,903$114,617 ▲15.3%20,0260.3%FinanceLYFTLyft$836,380$836,380 ▲New Holding38,0000.3%Computer and TechnologyTAT&T$771,449$11,748 ▲1.5%27,3180.2%Computer and TechnologyUPSTUpstart$762,0000.0%15,0000.2%FinanceBRK.ABerkshire Hathaway$754,2000.0%10.2%FinanceCCLCarnival$751,660$101,185 ▲15.6%26,0000.2%Consumer DiscretionaryGENIGenius Sports$749,609$749,609 ▲New Holding60,5500.2%Computer and TechnologyAVGOBroadcom$660,810$1,352,632 ▼-67.2%2,0030.2%Computer and TechnologyCRWDCrowdStrike$514,899$1,049,413 ▼-67.1%1,0500.2%Computer and TechnologyAVAVAeroVironment$511,696$244,040 ▲91.2%1,6250.2%AerospaceGRMNGarmin$492,4400.0%2,0000.1%Computer and TechnologyKGCKinross Gold$488,303$488,303 ▲New Holding19,6500.1%Basic MaterialsTTTrane Technologies$487,7860.0%1,1560.1%ConstructionEEMiShares MSCI Emerging Markets ETF$480,600$480,600 ▲New Holding9,0000.1%FinanceISRGIntuitive Surgical$460,647$73,793 ▼-13.8%1,0300.1%MedicalFNVFranco-Nevada$419,244$111,219 ▼-21.0%1,8810.1%Basic MaterialsAMLPAlerian MLP ETF$387,173$14,079 ▲3.8%8,2500.1%ETFUPSUnited Parcel Service$383,525$108,182 ▲39.3%4,5910.1%TransportationGSThe Goldman Sachs Group$378,2660.0%4750.1%FinanceTEITempleton Emerging Markets Income Fund$376,776$19,834 ▲5.6%60,7700.1%Financial ServicesSTLDSteel Dynamics$360,008$17,150 ▼-4.5%2,5820.1%Basic MaterialsVVisa$355,0350.0%1,0400.1%Business ServicesAKAMAkamai Technologies$352,284$53,032 ▼-13.1%4,6500.1%Computer and TechnologyABBVAbbVie$338,557$9,031 ▲2.7%1,4620.1%MedicalFSCOFS Credit Opportunities$329,596$76,646 ▼-18.9%47,6980.1%Financial ServicesSNOWSnowflake$321,409$321,409 ▲New Holding1,4250.1%Computer and TechnologyINVESCO GALAXY BITCOIN ETF$296,426$57,005 ▲23.8%2,6000.1%COM SHS BEN INTMOAltria Group$290,437$10,304 ▲3.7%4,3970.1%Consumer StaplesNVGNuveen AMT-Free Municipal Credit Income Fund$252,640$61,166 ▼-19.5%20,5570.1%Financial ServicesHOODRobinhood Markets$251,424$251,424 ▲New Holding1,7560.1%FinanceRCLRoyal Caribbean Cruises$234,805$16,171 ▲7.4%7260.1%Consumer DiscretionaryVZVerizon Communications$233,766$879 ▲0.4%5,3190.1%Computer and TechnologyVGMInv Vk Tr Inv$223,468$76,213 ▲51.8%22,0820.1%FinanceBACBank of America$222,943$206 ▲0.1%4,3210.1%FinanceMPMP Materials$221,331$221,331 ▲New Holding3,3000.1%Basic MaterialsDBLDoubleLine Opportunistic Credit Fund$219,521$265 ▲0.1%14,0900.1%Financial ServicesAMXAmerica Movil$210,000$210,000 ▲New Holding10,0000.1%Computer and TechnologyPMLPIMCO Municipal Income Fund II$208,998$208,998 ▲New Holding26,4220.1%Financial ServicesMSTRStrategy$201,381$125,662 ▼-38.4%6250.1%Computer and TechnologyNMZNuveen Municipal High Income Opportunity Fund$185,655$254 ▲0.1%17,5310.1%Financial ServicesVMOINV VK MUN OPP$179,543$24,175 ▲15.6%18,5670.1%FinanceUSA RARE EARTH INC$171,900$171,900 ▲New Holding10,0000.1%COMShowing 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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