Kieckhefer Group LLC Top Holdings and 13F Report (2026) About Kieckhefer Group LLCInvestment ActivityKieckhefer Group LLC has $211.68 million in total holdings as of March 31, 2026.Kieckhefer Group LLC owns shares of 58 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.82% of the portfolio was purchased this quarter.About 0.50% of the portfolio was sold this quarter.This quarter, Kieckhefer Group LLC has purchased 54 new stocks and bought additional shares in 17 stocks.Kieckhefer Group LLC sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $83,909,016PALANTIR TECHNOLOGIES INC $21,723,311Intuitive Surgical $11,000,143Invesco QQQ $8,070,547BWX Technologies $8,060,587 Largest New Holdings this Quarter G25457105 - Credo Technology Group $1,474,416 Holding88339J105 - Trade Desk $1,321,693 Holding29084Q100 - EMCOR Group $590,648 Holding52661A108 - Leonardo DRS $492,658 Holding171779309 - Ciena $271,761 Holding Largest Purchases this Quarter Credo Technology Group 15,707 shares (about $1.47M)Trade Desk 58,250 shares (about $1.32M)Vanguard S&P 500 ETF 1,864 shares (about $1.11M)RTX 5,000 shares (about $964.50K)EMCOR Group 800 shares (about $590.65K) Largest Sales this Quarter CHENIERE ENERGY INC 550 shares (about $156.07K)Intuitive Surgical 150 shares (about $69.15K)Bridger Aerospace Group 32,000 shares (about $63.36K)Vanguard S&P Small-Cap 600 Growth ETF 477 shares (about $59.37K)Dell Technologies 351 shares (about $57.61K) 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$83,909,016$443,325 ▲0.5%481,13039.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$21,723,311$9,508 ▲0.0%148,50510.3%CL AISRGIntuitive Surgical$11,000,143$69,148 ▼-0.6%23,8625.2%MedicalQQQInvesco QQQ$8,070,547$118,320 ▲1.5%13,9833.8%FinanceBWXTBWX Technologies$8,060,587$40,898 ▲0.5%39,4183.8%AerospaceVRTVertiv$7,198,913$6,265 ▼-0.1%28,7293.4%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$6,054,6860.0%23,5272.9%ETFNFLXNetflix$5,677,658$24,038 ▲0.4%59,0502.7%Consumer DiscretionaryDELLDell Technologies$5,245,035$57,609 ▼-1.1%31,9572.5%Computer and TechnologyCHENIERE ENERGY INC$5,195,646$156,068 ▼-2.9%18,3102.5%COM NEWVIOGVanguard S&P Small-Cap 600 Growth ETF$5,045,330$59,367 ▼-1.2%40,5382.4%ETFXOMExxonMobil$3,363,8490.0%19,8271.6%EnergyRTXRTX$2,893,500$964,500 ▲50.0%15,0001.4%AerospaceWECWEC Energy Group$2,629,947$10,419 ▼-0.4%22,7171.2%UtilitiesVOOVanguard S&P 500 ETF$2,552,380$1,113,940 ▲77.4%4,2711.2%ETFADMArcher Daniels Midland$2,318,8110.0%31,9001.1%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$2,106,007$296,072 ▲16.4%8,8631.0%ETFSOLSTICE ADVANCED MATLS INC$1,933,474$1,904 ▲0.1%25,3870.9%COM SHSSOUNSoundHound AI$1,744,9800.0%254,0000.8%Computer and TechnologyCATCaterpillar$1,664,881$106,269 ▲6.8%2,3500.8%IndustrialsNRGNRG Energy$1,625,8080.0%11,1250.8%UtilitiesWDCWestern Digital$1,622,9400.0%6,0000.8%Computer and TechnologyDRAGANFLY INC.$1,549,876$12,275 ▲0.8%315,6570.7%COMCRDOCredo Technology Group$1,474,416$1,474,416 ▲New Holding15,7070.7%Computer and TechnologyTTDTrade Desk$1,321,693$1,321,693 ▲New Holding58,2500.6%Computer and TechnologySOMNIGROUP INTERNATIONAL INC$1,295,9650.0%17,5320.6%COMPLUGPlug Power$1,130,0000.0%500,0000.5%IndustrialsIOTSamsara$979,2210.0%30,9000.5%Computer and TechnologyFERGUSON ENTERPRISES INC$933,0400.0%4,0000.4%COMMON STOCK NEWVOVanguard Mid-Cap ETF$867,5710.0%3,0210.4%ETFAAPLApple$784,972$55,580 ▼-6.6%3,0930.4%Computer and TechnologyVIOOVanguard S&P Small-Cap 600 ETF$746,0680.0%6,4970.4%ETFUNUSUAL MACHS INC$744,0000.0%60,0000.4%COM SHSAMZNAmazon.com$676,461$94,346 ▲16.2%3,2480.3%Retail/WholesaleEMEEMCOR Group$590,648$590,648 ▲New Holding8000.3%ConstructionUAMYUnited States Antimony$576,1800.0%66,0000.3%Basic MaterialsJNJJohnson & Johnson$525,5460.0%2,1500.2%MedicalDRSLeonardo DRS$492,658$492,658 ▲New Holding11,0660.2%AerospaceMCKMcKesson$475,9480.0%5500.2%MedicalBAERBridger Aerospace Group$412,565$63,360 ▼-13.3%208,3660.2%AerospaceGLDSPDR Gold Shares$406,6240.0%9450.2%FinanceRCATRed Cat$373,0650.0%28,5000.2%Business ServicesABBVAbbVie$369,7330.0%1,7000.2%MedicalMETAMeta Platforms$314,099$28,606 ▲10.0%5490.1%Computer and TechnologyIVOOVanguard S&P Mid-Cap 400 ETF$283,298$457 ▲0.2%2,4780.1%ETFMSFTMicrosoft$282,070$115,493 ▲69.3%7620.1%Computer and TechnologyCIENCiena$271,761$271,761 ▲New Holding7000.1%Computer and TechnologyPGProcter & Gamble$267,2140.0%1,8500.1%Consumer StaplesIBMInternational Business Machines$258,388$72,717 ▲39.2%1,0660.1%Computer and TechnologyARISTA NETWORKS INC$257,8380.0%2,1000.1%COM SHSLLYEli Lilly and Company$229,9430.0%2500.1%MedicalDUKDuke Energy$228,8830.0%1,7480.1%UtilitiesRXRXRecursion Pharmaceuticals$227,1800.0%74,0000.1%MedicalGOOGAlphabet$225,357$225,357 ▲New Holding7860.1%Computer and TechnologyUTESVirtus Reaves Utilities ETF$200,549$200,549 ▲New Holding2,5100.1%ETFANGEL STUDIOS INC$183,000$61,000 ▲50.0%60,0000.1%CL A COMMVISMicrovision$64,761$16,030 ▼-19.8%101,0000.0%Computer and TechnologyPOWWOutdoor$20,1000.0%10,0000.0%AerospaceEXASExact Sciences$0$304,680 ▼-100.0%00.0%MedicalSHOPIFY INC$0$228,255 ▼-100.0%00.0%CL A SUB VTG SHSAIRSHIP AI HLDGS INC$0$35,952 ▼-100.0%00.0%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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