Kercheville Advisors, LLC Top Holdings and 13F Report (2026) About Kercheville Advisors, LLCInvestment ActivityKercheville Advisors, LLC has $361.39 million in total holdings as of September 30, 2026.Kercheville Advisors, LLC owns shares of 119 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 11.61% of the portfolio was purchased this quarter.About 4.40% of the portfolio was sold this quarter.This quarter, Kercheville Advisors, LLC has purchased 108 new stocks and bought additional shares in 46 stocks.Kercheville Advisors, LLC sold shares of 44 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $26,210,014Apple $22,981,008Amazon.com $22,603,200Alphabet $18,397,003Agnico Eagle Mines $14,711,957 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $9,580,168 Holding46434G780 - iShares MSCI Singapore ETF $1,649,696 Holding79466L302 - Salesforce $1,469,248 HoldingG4660A103 - Himalaya Shipping $1,202,873 Holding784730103 - Silver Standard Resources $563,108 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 58,864 shares (about $9.58M)Bloom Energy 12,947 shares (about $3.59M)SANDISK CORP 1,475 shares (about $2.57M)Micron Technology 2,146 shares (about $2.29M)SPACE EXPLORATION TECHN CORP 14,120 shares (about $2.13M) Largest Sales this Quarter Caterpillar 2,340 shares (about $1.90M)WALMART INC 17,035 shares (about $1.77M)Netflix 16,780 shares (about $1.17M)Cameco 9,850 shares (about $853.70K)Palo Alto Networks 1,700 shares (about $675.43K) 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$26,210,014$839,981 ▲3.3%114,7657.3%TechnologyAAPLApple$22,981,008$222,457 ▼-1.0%69,0086.4%TechnologyAMZNAmazon.com$22,603,200$85,210 ▼-0.4%90,7216.3%Consumer DiscretionaryGOOGAlphabet$18,397,003$71,215 ▲0.4%53,9915.1%Communication ServicesAEMAgnico Eagle Mines$14,711,957$293,598 ▼-2.0%80,2754.1%MaterialsMETAMeta Platforms$11,876,746$1,989,852 ▲20.1%16,3783.3%Communication ServicesSUNSunoco$11,665,566$72,943 ▲0.6%160,0873.2%EnergyCOSTCostco Wholesale$10,715,377$364,128 ▼-3.3%11,7713.0%Consumer StaplesAMDAdvanced Micro Devices$10,121,569$339,527 ▼-3.2%16,5452.8%TechnologyDELLDell Technologies$10,113,460$1,210,388 ▲13.6%18,8002.8%TechnologyEXXONMOBIL HOLDINGS CORP$9,580,168$9,580,168 ▲New Holding58,8642.7%COM SHSGDXVanEck Gold Miners ETF$8,826,548$284,999 ▼-3.1%100,5302.4%ETFBEBloom Energy$8,783,590$3,586,060 ▲69.0%31,7122.4%IndustrialsGOOGLAlphabet$8,740,410$189,246 ▼-2.1%25,4022.4%Communication ServicesMUMicron Technology$8,674,256$2,285,726 ▲35.8%8,1442.4%TechnologyGE VERNOVA INC$7,769,843$42,770 ▲0.6%8,1752.2%COMMSFTMicrosoft$7,754,423$1,448,922 ▲23.0%15,1192.1%TechnologyMPLXMplx$7,562,306$190,530 ▼-2.5%134,2742.1%EnergyGDXJVanEck Junior Gold Miners ETF$7,232,478$96,857 ▼-1.3%63,4712.0%ETFLLYEli Lilly and Company$7,124,377$180,510 ▲2.6%6,1572.0%HealthcareIBRXImmunityBio$5,790,356$295,472 ▼-4.9%613,3851.6%HealthcareTSLATesla$5,685,475$45,770 ▲0.8%16,0241.6%Consumer DiscretionaryWALMART INC$4,714,212$1,770,272 ▼-27.3%45,3641.3%COMXBISPDR S&P Biotech ETF$4,463,047$553,308 ▲14.2%28,3041.2%ETFSBUXStarbucks$4,294,582$360,622 ▲9.2%45,7061.2%Consumer DiscretionaryBXBlackstone$4,238,113$1,160,129 ▲37.7%37,8101.2%FinanceINTCIntel$4,061,315$192,486 ▼-4.5%33,7801.1%TechnologyLUVSouthwest Airlines$3,731,888$10,452 ▼-0.3%89,6231.0%IndustrialsPALANTIR TECHNOLOGIES INC$3,514,482$444,992 ▲14.5%18,7891.0%CL ASPACE EXPLORATION TECHN CORP$3,471,289$2,130,143 ▲158.8%23,0101.0%CLASS A COM STKEPDEnterprise Products Partners$3,435,297$229,685 ▼-6.3%96,4701.0%EnergySANDISK CORP$3,418,884$2,566,338 ▲301.0%1,9650.9%COMNFLXNetflix$2,853,225$1,167,564 ▼-29.0%41,0060.8%Communication ServicesCCJCameco$2,760,601$853,696 ▼-23.6%31,8520.8%EnergyGLDSPDR Gold Shares$2,615,990$104,731 ▼-3.8%6,8690.7%ETFCELHCelsius$2,519,746$388,369 ▼-13.4%92,1300.7%Consumer StaplesAGIAlamos Gold$2,451,638$295,968 ▲13.7%75,5450.7%MaterialsCATCaterpillar$2,310,752$1,897,249 ▼-45.1%2,8500.6%IndustrialsBRK.BBerkshire Hathaway$2,042,757$26,891 ▼-1.3%4,1020.6%FinanceENERGY TRANSFER L P$1,997,314$11,249 ▲0.6%101,0280.6%COM UT LTD PTNUBERUber Technologies$1,851,847$440,593 ▼-19.2%27,0300.5%IndustrialsCVXChevron$1,747,221$15,316 ▲0.9%8,5560.5%EnergyREAVES UTIL INCOME FD$1,666,407$28,854 ▼-1.7%48,5130.5%COM SH BEN INTEWSiShares MSCI Singapore ETF$1,649,696$1,649,696 ▲New Holding49,6000.5%ETFDEDeere & Company$1,629,852$112,149 ▲7.4%2,4270.5%IndustrialsCRWDCrowdStrike$1,552,494$1,457,184 ▲1,528.9%5,8640.4%TechnologyCRMSalesforce$1,469,248$1,469,248 ▲New Holding6,4000.4%TechnologyMRVLMarvell Technology$1,394,765$70,016 ▲5.3%5,2790.4%TechnologyCSCOCisco Systems$1,374,904$4,413 ▼-0.3%12,7740.4%TechnologyWESWestern Midstream Partners$1,313,352$337,212 ▲34.5%29,6000.4%EnergyHSHPHimalaya Shipping$1,202,873$1,202,873 ▲New Holding69,2500.3%IndustrialsNEANuveen AMT-Free Quality Municipal Income Fund$1,186,358$178,125 ▼-13.1%119,2320.3%FinanceTYGTortoise Energy Infrastructure$1,136,624$71,755 ▼-5.9%29,6850.3%FinanceMCDMcDonald's$1,111,205$36,948 ▼-3.2%4,8120.3%Consumer DiscretionaryPYLDPIMCO Multi Sector Bond Active ETF$1,095,071$352,921 ▼-24.4%43,1300.3%ETFAKAMAkamai Technologies$1,084,770$212,700 ▲24.4%10,2000.3%TechnologySHOPIFY INC$1,038,100$129,021 ▲14.2%7,0000.3%CL A SUB VTG SHSAVAVAeroVironment$1,016,873$764,433 ▲302.8%7,1500.3%IndustrialsSNPSSynopsys$970,4280.0%2,2310.3%TechnologyNADNuveen Quality Municipal Income Fund$904,954$29,753 ▼-3.2%89,4220.3%FinanceMRKMerck & Co., Inc.$872,296$290,620 ▲50.0%6,0030.2%HealthcareHDHome Depot$860,582$42,673 ▼-4.7%3,0250.2%Consumer DiscretionaryALGAlamo Group$835,758$77,385 ▼-8.5%5,4000.2%IndustrialsBRK.ABerkshire Hathaway$747,0050.0%10.2%FinanceWDCWestern Digital$727,136$363,568 ▲100.0%1,6000.2%TechnologyAVGOBroadcom$646,190$26,339 ▼-3.9%1,8400.2%TechnologyVLOValero Energy$628,554$68,203 ▼-9.8%1,6220.2%EnergyNVGNuveen AMT-Free Municipal Credit Income Fund$627,536$244 ▲0.0%59,1460.2%FinanceUPSUnited Parcel Service$600,983$22,798 ▲3.9%6,4320.2%IndustrialsSTXSeagate Technology$599,521$138,351 ▼-18.8%6500.2%TechnologyPANWPalo Alto Networks$595,965$675,427 ▼-53.1%1,5000.2%TechnologyGRMNGarmin$573,6800.0%2,0000.2%Consumer DiscretionarySSRMSilver Standard Resources$563,108$563,108 ▲New Holding16,9000.2%MaterialsAMLPAlerian MLP ETF$553,712$130,972 ▲31.0%10,6750.2%ETFJNJJohnson & Johnson$536,893$536,893 ▲New Holding2,0280.1%HealthcareNETCloudflare$524,393$524,393 ▲New Holding1,5100.1%TechnologySTLDSteel Dynamics$505,714$22,161 ▼-4.2%2,2820.1%MaterialsTTTrane Technologies$497,178$25,311 ▼-4.8%1,1000.1%IndustrialsGLWCorning$485,882$598,896 ▼-55.2%3,1600.1%TechnologyLITELumentum$485,630$485,630 ▲New Holding5000.1%TechnologyTEITempleton Emerging Markets Income Fund$458,771$61,242 ▲15.4%74,5970.1%FinanceGSThe Goldman Sachs Group$457,383$31,513 ▼-6.4%5080.1%FinanceBABoeing$424,877$117,195 ▼-21.6%2,2840.1%IndustrialsGNRCGenerac$424,248$424,248 ▲New Holding2,0500.1%IndustrialsFNVFranco-Nevada$412,451$23,814 ▼-5.5%1,7320.1%MaterialsTAT&T$399,675$415 ▲0.1%16,3800.1%Communication ServicesVVisa$356,096$14,373 ▼-3.9%9910.1%FinanceUPSTUpstart$344,8500.0%15,0000.1%FinanceMPCMarathon Petroleum$342,8290.0%8670.1%EnergySPHRSphere Entertainment$336,100$336,100 ▲New Holding2,5000.1%Communication ServicesABBVAbbVie$331,836$38,440 ▼-10.4%1,2690.1%HealthcareARISTA NETWORKS INC$305,385$305,385 ▲New Holding1,5000.1%COM SHSEROEro Copper$294,618$294,618 ▲New Holding8,0000.1%MaterialsMOAltria Group$290,735$269 ▲0.1%4,3170.1%Consumer StaplesGOLDMAN SACHS ETF TR$285,850$13,958 ▲5.1%5,1200.1%S&P 500 PREMIUMCRDOCredo Technology Group$281,472$1,948 ▲0.7%1,4450.1%TechnologyISHARES BITCOIN TRUST ETF$279,306$279,306 ▲New Holding5,9000.1%SHS BEN INTCGSDCapital Group Short Duration Income ETF$268,1550.0%10,6200.1%ETFVZVerizon Communications$267,373$963 ▲0.4%5,8290.1%Communication ServicesVRTVertiv$266,722$1,207 ▲0.5%1,1050.1%IndustrialsShowing largest 100 holdings. 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