Kercheville Advisors, LLC Top Holdings and 13F Report (2026) About Kercheville Advisors, LLCInvestment ActivityKercheville Advisors, LLC has $328.45 million in total holdings as of June 30, 2026.Kercheville Advisors, LLC owns shares of 108 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 10.44% of the portfolio was purchased this quarter.About 15.14% of the portfolio was sold this quarter.This quarter, Kercheville Advisors, LLC has purchased 106 new stocks and bought additional shares in 35 stocks.Kercheville Advisors, LLC sold shares of 40 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $22,227,383Amazon.com $21,704,016Apple $20,161,365Alphabet $19,002,902Agnico Eagle Mines $12,701,642 Largest New Holdings this Quarter 458140100 - Intel $4,940,186 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $1,518,945 Holding573874104 - Marvell Technology $1,493,620 Holding464287655 - iShares Russell 2000 ETF $1,309,962 Holding71535D106 - Personalis $1,256,920 Holding Largest Purchases this Quarter Intel 35,381 shares (about $4.94M)Eli Lilly and Company 3,953 shares (about $4.74M)Dell Technologies 10,898 shares (about $4.70M)SPDR S&P Biotech ETF 18,925 shares (about $2.99M)Caterpillar 2,325 shares (about $2.48M) Largest Sales this Quarter Micron Technology 6,357 shares (about $7.34M)Bloom Energy 13,090 shares (about $3.96M)Agnico Eagle Mines 21,691 shares (about $3.36M)Meta Platforms 3,910 shares (about $2.20M)VanEck Junior Gold Miners ETF 21,050 shares (about $2.07M) 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$22,227,383$628,082 â–¼-2.7%111,0876.8%TechnologyAMZNAmazon.com$21,704,016$91,761 â–¼-0.4%91,0636.6%Consumer DiscretionaryAAPLApple$20,161,365$133,394 â–¼-0.7%69,6766.1%TechnologyGOOGAlphabet$19,002,902$268,532 â–¼-1.4%53,7825.8%Communication ServicesAEMAgnico Eagle Mines$12,701,642$3,364,942 â–¼-20.9%81,8773.9%MaterialsCOSTCostco Wholesale$11,385,213$289,050 â–¼-2.5%12,1713.5%Consumer StaplesSUNSunoco$10,738,307$337,568 â–²3.2%159,0863.3%EnergyAMDAdvanced Micro Devices$9,933,561$595,433 â–¼-5.7%17,1003.0%TechnologyGE VERNOVA INC$9,551,102$579,175 â–²6.5%8,1302.9%COMGOOGLAlphabet$9,274,489$391,321 â–¼-4.0%25,9522.8%Communication ServicesGDXVanEck Gold Miners ETF$7,829,912$1,964,495 â–¼-20.1%103,7762.4%ETFMPLXMplx$7,754,202$130,742 â–²1.7%137,6572.4%EnergyMETAMeta Platforms$7,679,685$2,202,403 â–¼-22.3%13,6342.3%Communication ServicesLLYEli Lilly and Company$7,197,986$4,741,483 â–²193.0%6,0012.2%HealthcareDELLDell Technologies$7,140,663$4,702,051 â–²192.8%16,5502.2%TechnologyWALMART INC$7,067,286$129,682 â–¼-1.8%62,3992.2%COMMUMicron Technology$6,923,431$7,337,821 â–¼-51.5%5,9982.1%TechnologyTSLATesla$6,685,437$33,648 â–²0.5%15,8952.0%Consumer DiscretionaryGDXJVanEck Junior Gold Miners ETF$6,319,501$2,068,150 â–¼-24.7%64,3211.9%ETFBEBloom Energy$5,680,166$3,962,343 â–¼-41.1%18,7651.7%IndustrialsIBRXImmunityBio$5,644,219$13,553 â–²0.2%644,6851.7%HealthcareCATCaterpillar$5,526,831$2,475,893 â–²81.2%5,1901.7%IndustrialsINTCIntel$4,940,186$4,940,186 â–²New Holding35,3811.5%TechnologyLUVSouthwest Airlines$4,621,304$15,426 â–¼-0.3%89,8741.4%IndustrialsMSFTMicrosoft$4,585,809$1,002,656 â–¼-17.9%12,2941.4%TechnologySBUXStarbucks$4,278,473$898,655 â–²26.6%41,8681.3%Consumer DiscretionaryCCJCameco$4,247,752$155,336 â–¼-3.5%41,7021.3%EnergyNFLXNetflix$4,125,949$1,899,253 â–¼-31.5%57,7861.3%Communication ServicesXBISPDR S&P Biotech ETF$3,923,881$2,994,936 â–²322.4%24,7951.2%ETFEPDEnterprise Products Partners$3,783,339$352,896 â–²10.3%102,9201.2%EnergyBXBlackstone$3,231,208$82,369 â–¼-2.5%27,4601.0%FinanceCELHCelsius$3,113,332$2,060,720 â–¼-39.8%106,3300.9%Consumer StaplesGLDSPDR Gold Shares$2,631,707$182,348 â–¼-6.5%7,1440.8%ETFUBERUber Technologies$2,414,569$173,186 â–¼-6.7%33,4610.7%IndustrialsBRK.BBerkshire Hathaway$2,079,788$280,241 â–¼-11.9%4,1560.6%FinanceAGIAlamos Gold$2,013,434$324,302 â–¼-13.9%66,4250.6%MaterialsREAVES UTIL INCOME FD$2,009,655$69,550 â–²3.6%49,3530.6%COM SH BEN INTETEnergy Transfer$1,920,782$429,609 â–²28.8%100,4590.6%EnergyPALANTIR TECHNOLOGIES INC$1,914,555$982,012 â–¼-33.9%16,4100.6%CL AGLWCorning$1,802,059$1,002,563 â–²125.4%7,0550.5%TechnologyNEANuveen AMT-Free Quality Municipal Income Fund$1,609,953$104,498 â–¼-6.1%137,1340.5%FinanceSPACE EXPLORATION TECHN CORP$1,518,945$1,518,945 â–²New Holding8,8900.5%CLASS A COM STKPYLDPIMCO Multi Sector Bond Active ETF$1,512,436$18,564 â–²1.2%57,0300.5%ETFCSCOCisco Systems$1,505,292$11,746 â–²0.8%12,8150.5%TechnologyMRVLMarvell Technology$1,493,620$1,493,620 â–²New Holding5,0140.5%TechnologyDEDeere & Company$1,433,5860.0%2,2600.4%IndustrialsCVXChevron$1,405,811$115,535 â–¼-7.6%8,4810.4%EnergyTYGTortoise Energy Infrastructure$1,352,947$362,641 â–²36.6%31,5590.4%FinanceMCDMcDonald's$1,343,990$32,978 â–¼-2.4%4,9720.4%Consumer DiscretionaryIWMiShares Russell 2000 ETF$1,309,962$1,309,962 â–²New Holding4,3600.4%ETFPSNLPersonalis$1,256,920$1,256,920 â–²New Holding93,8000.4%HealthcareHDHome Depot$1,119,7590.0%3,1750.3%Consumer DiscretionaryNADNuveen Quality Municipal Income Fund$1,119,423$739 â–²0.1%92,3620.3%FinanceSANDISK CORP$1,114,128$1,114,128 â–²New Holding4900.3%COMPANWPalo Alto Networks$1,091,264$1,091,264 â–²New Holding3,2000.3%TechnologySNPSSynopsys$995,261$1,226,790 â–¼-55.2%2,2310.3%TechnologyALGAlamo Group$970,4910.0%5,9000.3%IndustrialsAKAMAkamai Technologies$969,322$147,763 â–²18.0%8,2000.3%TechnologyWESWestern Midstream Partners$962,720$118,152 â–²14.0%22,0000.3%EnergySTXSeagate Technology$772,000$144,750 â–¼-15.8%8000.2%TechnologyNVGNuveen AMT-Free Municipal Credit Income Fund$756,769$95,705 â–¼-11.2%59,1230.2%FinanceBRK.ABerkshire Hathaway$748,8500.0%10.2%FinanceAVGOBroadcom$723,391$28,331 â–¼-3.8%1,9150.2%TechnologySHOPIFY INC$699,923$82,210 â–¼-10.5%6,1300.2%CL A SUB VTG SHSUPSUnited Parcel Service$665,208$61,060 â–²10.1%6,1880.2%IndustrialsBABoeing$630,723$32,467 â–²5.4%2,9140.2%IndustrialsTTTrane Technologies$567,7810.0%1,1560.2%IndustrialsGSThe Goldman Sachs Group$549,174$169,910 â–²44.8%5430.2%FinanceSTLDSteel Dynamics$546,5740.0%2,3820.2%MaterialsUPSTUpstart$531,4500.0%15,0000.2%FinanceMRKMerck & Co., Inc.$514,3860.0%4,0030.2%HealthcareWDCWestern Digital$510,976$255,488 â–¼-33.3%8000.2%TechnologyUECUranium Energy$486,096$159,367 â–¼-24.7%45,6000.1%EnergyGRMNGarmin$475,0800.0%2,0000.1%Consumer DiscretionaryVLOValero Energy$468,1710.0%1,7980.1%EnergyTEITempleton Emerging Markets Income Fund$435,665$7,090 â–²1.7%64,6390.1%FinanceXLUUtilities Select Sector SPDR Fund$435,2640.0%9,6000.1%ETFAMLPAlerian MLP ETF$422,5780.0%8,1500.1%ETFCRDOCredo Technology Group$390,248$390,248 â–²New Holding1,4350.1%TechnologyFNVFranco-Nevada$381,834$208 â–²0.1%1,8320.1%MaterialsVRTVertiv$368,389$368,389 â–²New Holding1,1000.1%IndustrialsABBVAbbVie$356,396$252 â–²0.1%1,4160.1%HealthcareVVisa$353,726$34,309 â–¼-8.8%1,0310.1%FinanceTAT&T$338,707$7,617 â–²2.3%16,3630.1%Communication ServicesNMZNuveen Municipal High Income Opportunity Fund$310,374$124,566 â–²67.0%29,3640.1%FinanceMOAltria Group$310,297$6,835 â–¼-2.2%4,3130.1%Consumer StaplesAVAVAeroVironment$292,999$12,380 â–¼-4.1%1,7750.1%IndustrialsXELXcel Energy$292,3720.0%3,6410.1%UtilitiesCRWDCrowdStrike$274,730$274,730 â–²New Holding3600.1%TechnologyCGSDCapital Group Short Duration Income ETF$273,253$10,292 â–²3.9%10,6200.1%ETFGOLDMAN SACHS ETF TR$270,626$25,007 â–²10.2%4,8700.1%S&P 500 PREMIUMDJANFT Vest U.S. Equity Deep Buffer ETF - January$259,4880.0%5,7000.1%ETFVZVerizon Communications$245,925$2,498 â–¼-1.0%5,8080.1%Communication ServicesBMYBristol Myers Squibb$238,976$6,339 â–²2.7%4,1470.1%HealthcareVGMInv Vk Tr Inv$235,046$329 â–²0.1%22,1740.1%FinanceRCLRoyal Caribbean Cruises$227,524$227,524 â–²New Holding7170.1%Consumer DiscretionaryGOLDMAN SACHS ETF TR$225,378$225,378 â–²New Holding3,8000.1%NASDA 100 ETFFCXFreeport-McMoRan$222,108$63 â–²0.0%3,5320.1%MaterialsMPCMarathon Petroleum$221,6660.0%8670.1%EnergySOFISoFi Technologies$220,3600.0%12,2900.1%FinanceShowing largest 100 holdings. 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