Kercheville Advisors, LLC 13F Holdings

CIK 0001890748 · San Antonio, TX

As of Sep 30, 2025, Kercheville Advisors, LLC reported 106 positions worth $331.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology113,306$21.1M6.39%
AMAZON.COM INCAMZNEquity93,959$20.6M6.23%
AGNICO EAGLE MINES LTDAEMBasic Materials108,538 8.3M5.53%
APPLE INCAAPLTechnology71,036 8.1M5.47%
META PLATFORMS INCMETACommunication Services19,872 4.6M4.41%
ALPHABET INCGOOGEquity57,864 4.1M4.26%
CELSIUS HOLDINGS INCCELHConsumer Defensive222,793 2.8M3.87%
VANECK GOLD MINERS ETFGDX—167,389 2.8M3.86%
NETFLIX INCNFLXCommunication Services9,940 1.9M3.60%
COSTCO WHOLESALE CORPCOSTConsumer Defensive12,530 1.6M3.50%
MICROSOFT CORPMSFTTechnology21,926 1.4M3.43%
VANECK JUNIOR GOLD MINERS ETFGDXJ—106,541 0.6M3.19%
BLACKSTONE INCBXFinancial Services54,590$9.3M2.82%
ALPHABET INCGOOGLEquity32,623$7.9M2.40%
SUNOCO LPSUNEnergy154,082$7.7M2.33%
TESLA INCTSLAConsumer Cyclical15,750$7.0M2.12%
SOFI TECHNOLOGIES INCSOFIFinancial Services262,790$6.9M2.10%
MPLX LPMPLXEnergy134,789$6.7M2.03%
EXXON MOBIL CORPXOMEnergy59,118$6.7M2.01%
WALMART INCWMTConsumer Defensive55,991$5.8M1.74%
HESS MIDSTREAM LPHESMEnergy155,304$5.4M1.62%
PALANTIR TECHNOLOGIES INCPLTRTechnology28,065$5.1M1.55%
UBER TECHNOLOGIES INCUBERTechnology42,745$4.2M1.27%
CAMECO CORPCCOBasic Materials44,737$3.8M1.13%
STARBUCKS CORPSBUXConsumer Cyclical40,521$3.4M1.04%