KIECKHEFER GROUP LLC 13F Holdings
CIK 0002051613 · MEQUON, WI
As of Sep 30, 2025, KIECKHEFER GROUP LLC reported 52 positions worth $213.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 482,237 | $90.0M | 42.11% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 151,710 | $27.7M | 12.95% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 13,757 | $8.3M | 3.87% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 23,626 | $6.9M | 3.25% |
| BWX TECHNOLOGIES INC | BWXT | Industrials | 36,895 | $6.8M | 3.18% |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 14,540 | $6.5M | 3.04% |
| NETFLIX INC | NFLX | Communication Services | 5,335 | $6.4M | 2.99% |
| VERTIV HOLDINGS CO | VRT | Industrials | 36,404 | $5.5M | 2.57% |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND | VIOG | — | 41,612 | $5.1M | 2.37% |
| HEWLETT PACKARD ENTERPRISE CO | HPE | Technology | 200,700 | $4.9M | 2.31% |
| DELL TECHNOLOGIES INC | DELL | Technology | 33,724 | $4.8M | 2.24% |
| CHENIERE ENERGY INC | LNG | Energy | 18,870 | $4.4M | 2.08% |
| SOUNDHOUND AI INC | SOUN | Technology | 259,000 | $4.2M | 1.95% |
| WEC ENERGY GROUP INC | WEC | Utilities | 24,000 | $2.8M | 1.29% |
| DRAGANFLY INC. | DPRO | — | 315,657 | $2.6M | 1.20% |
| EXXON MOBIL CORP | XOM | Energy | 19,950 | $2.2M | 1.05% |
| ARCHER-DANIELS-MIDLAND CO | ADM | Consumer Defensive | 34,300 | $2.0M | 0.96% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 8,182 | $2.0M | 0.95% |
| NRG ENERGY INC | NRG | Utilities | 11,125 |