13F HOLDINGS REPORT
KIECKHEFER GROUP LLC
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0002051613-25-000008
Total Value
$213.7M
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 482,237 | $90.0M | 42.11% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 151,710 | $27.7M | 12.95% |
| 3 | INVESCO QQQ TR | IVZ | 13,757 | $8.3M | 3.87% |
| 4 | VANGUARD INDEX FDS | 922908538 | 23,626 | $6.9M | 3.25% |
| 5 | BWX TECHNOLOGIES INC | BWXT | 36,895 | $6.8M | 3.18% |
| 6 | INTUITIVE SURGICAL INC | ISRG | 14,540 | $6.5M | 3.04% |
| 7 | NETFLIX INC | NFLX | 5,335 | $6.4M | 2.99% |
| 8 | VERTIV HOLDINGS CO | VRT | 36,404 | $5.5M | 2.57% |
| 9 | VANGUARD ADMIRAL FDS INC | 921932794 | 41,612 | $5.1M | 2.37% |
| 10 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 200,700 | $4.9M | 2.31% |
| 11 | DELL TECHNOLOGIES INC | DELL | 33,724 | $4.8M | 2.24% |
| 12 | CHENIERE ENERGY INC | LNG | 18,870 | $4.4M | 2.08% |
| 13 | SOUNDHOUND AI INC | SOUNW | 259,000 | $4.2M | 1.95% |
| 14 | WEC ENERGY GROUP INC | WEC | 24,000 | $2.8M | 1.29% |
| 15 | DRAGANFLY INC. | DPRO | 315,657 | $2.6M | 1.20% |
| 16 | EXXON MOBIL CORP | XOM | 19,950 | $2.2M | 1.05% |
| 17 | ARCHER DANIELS MIDLAND CO | ADM | 34,300 | $2.0M | 0.96% |
| 18 | INVESCO EXCH TRADED FD TR II | IVZ | 8,182 | $2.0M | 0.95% |
| 19 | NRG ENERGY INC | NRG | 11,125 | $1.8M | 0.84% |
| 20 | RTX CORPORATION | RTX | 10,000 | $1.7M | 0.78% |
| 21 | SOMNIGROUP INTERNATIONAL INC | SGI | 17,532 | $1.5M | 0.69% |
| 22 | VANGUARD INDEX FDS | 922908363 | 2,395 | $1.5M | 0.69% |
| 23 | SAMSARA INC | IOT | 31,000 | $1.2M | 0.54% |
| 24 | APPLE INC | AAPL | 3,862 | $983,381 | 0.46% |
| 25 | UNUSUAL MACHS INC | 91532F102 | 62,000 | $936,200 | 0.44% |
| 26 | FERGUSON ENTERPRISES INC | FERG | 4,000 | $898,320 | 0.42% |
| 27 | VANGUARD INDEX FDS | 922908629 | 3,021 | $887,389 | 0.42% |
| 28 | VANGUARD ADMIRAL FDS INC | 921932828 | 8,008 | $884,639 | 0.41% |
| 29 | LEONARDO DRS INC | DRS | 18,396 | $835,178 | 0.39% |
| 30 | HONEYWELL INTL INC | 438516106 | 3,650 | $768,325 | 0.36% |
| 31 | WESTERN DIGITAL CORP | WDC | 6,000 | $720,360 | 0.34% |
| 32 | AMAZON COM INC | AMZN | 2,586 | $567,808 | 0.27% |
| 33 | BRIDGER AEROSPACE GRP HLDGS | 96812F102 | 284,500 | $526,325 | 0.25% |
| 34 | MCKESSON CORP | MCK | 550 | $424,897 | 0.20% |
| 35 | ABBVIE INC | ABBV | 1,800 | $416,772 | 0.20% |
| 36 | UNITED STATES ANTIMONY CORP | UAMY | 66,000 | $409,200 | 0.19% |
| 37 | JOHNSON & JOHNSON | JNJ | 2,150 | $398,653 | 0.19% |
| 38 | RECURSION PHARMACEUTICALS IN | RXRX | 74,000 | $361,120 | 0.17% |
| 39 | SPDR GOLD TR | GLD | 945 | $335,919 | 0.16% |
| 40 | ARISTA NETWORKS INC | ANET | 2,200 | $320,562 | 0.15% |
| 41 | RED CAT HLDGS INC | RCAT | 30,000 | $310,500 | 0.15% |
| 42 | PROCTER AND GAMBLE CO | 742718109 | 1,850 | $284,253 | 0.13% |
| 43 | VANGUARD ADMIRAL FDS INC | 921932885 | 2,470 | $272,628 | 0.13% |
| 44 | SHOPIFY INC | SHOP | 1,650 | $245,207 | 0.11% |
| 45 | ALPHABET INC | GOOG | 926 | $225,473 | 0.11% |
| 46 | MICROVISION INC DEL | MVIS | 176,500 | $218,860 | 0.10% |
| 47 | DUKE ENERGY CORP NEW | DUKB | 1,748 | $216,315 | 0.10% |
| 48 | INTERNATIONAL BUSINESS MACHS | INTR | 766 | $216,135 | 0.10% |
| 49 | META PLATFORMS INC | META | 277 | $203,423 | 0.10% |
| 50 | PLUG POWER INC | PLUG | 43,240 | $100,749 | 0.05% |
| 51 | AIRSHIP AI HLDGS INC | AIIR | 13,440 | $69,485 | 0.03% |
| 52 | OUTDOOR HOLDING CO | POWWP | 10,000 | $14,800 | 0.01% |