13F HOLDINGS REPORT
KIECKHEFER GROUP LLC
Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0002051613-26-000001
Total Value
$210.2M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 478,588 | $89.3M | 42.47% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 148,440 | $26.4M | 12.55% |
| 3 | INTUITIVE SURGICAL INC | ISRG | 24,012 | $13.6M | 6.47% |
| 4 | INVESCO QQQ TR | IVZ | 13,778 | $8.5M | 4.03% |
| 5 | BWX TECHNOLOGIES INC | BWXT | 39,218 | $6.8M | 3.23% |
| 6 | VANGUARD INDEX FDS | 922908538 | 23,527 | $6.6M | 3.12% |
| 7 | NETFLIX INC | NFLX | 58,800 | $5.5M | 2.62% |
| 8 | VANGUARD ADMIRAL FDS INC | 921932794 | 41,015 | $5.0M | 2.37% |
| 9 | VERTIV HOLDINGS CO | VRT | 28,754 | $4.7M | 2.22% |
| 10 | DELL TECHNOLOGIES INC | DELL | 32,308 | $4.1M | 1.94% |
| 11 | CHENIERE ENERGY INC | LNG | 18,860 | $3.7M | 1.74% |
| 12 | SOUNDHOUND AI INC | SOUNW | 254,000 | $2.5M | 1.20% |
| 13 | WEC ENERGY GROUP INC | WEC | 22,807 | $2.4M | 1.14% |
| 14 | EXXON MOBIL CORP | XOM | 19,827 | $2.4M | 1.14% |
| 15 | DRAGANFLY INC. | DPRO | 313,157 | $2.2M | 1.03% |
| 16 | INVESCO EXCH TRADED FD TR II | IVZ | 7,617 | $1.9M | 0.92% |
| 17 | RTX CORPORATION | RTX | 10,000 | $1.8M | 0.87% |
| 18 | ARCHER DANIELS MIDLAND CO | ADM | 31,900 | $1.8M | 0.87% |
| 19 | NRG ENERGY INC | NRG | 11,125 | $1.8M | 0.84% |
| 20 | SOMNIGROUP INTERNATIONAL INC | SGI | 17,532 | $1.6M | 0.74% |
| 21 | VANGUARD INDEX FDS | 922908363 | 2,407 | $1.5M | 0.72% |
| 22 | CATERPILLAR INC | CAT | 2,200 | $1.3M | 0.60% |
| 23 | SOLSTICE ADVANCED MATLS INC | 83443Q103 | 25,362 | $1.2M | 0.59% |
| 24 | SAMSARA INC | IOT | 30,900 | $1.1M | 0.52% |
| 25 | WESTERN DIGITAL CORP | WDC | 6,000 | $1.0M | 0.49% |
| 26 | PLUG POWER INC | PLUG | 500,000 | $985,000 | 0.47% |
| 27 | APPLE INC | AAPL | 3,312 | $900,400 | 0.43% |
| 28 | FERGUSON ENTERPRISES INC | FERG | 4,000 | $890,520 | 0.42% |
| 29 | VANGUARD INDEX FDS | 922908629 | 3,021 | $876,755 | 0.42% |
| 30 | UNUSUAL MACHS INC | 91532F102 | 60,000 | $764,400 | 0.36% |
| 31 | VANGUARD ADMIRAL FDS INC | 921932828 | 6,497 | $720,924 | 0.34% |
| 32 | AMAZON COM INC | AMZN | 2,795 | $645,142 | 0.31% |
| 33 | MCKESSON CORP | MCK | 550 | $451,160 | 0.21% |
| 34 | JOHNSON & JOHNSON | JNJ | 2,150 | $444,943 | 0.21% |
| 35 | BRIDGER AEROSPACE GRP HLDGS | 96812F102 | 240,366 | $439,870 | 0.21% |
| 36 | ABBVIE INC | ABBV | 1,700 | $388,433 | 0.18% |
| 37 | SPDR GOLD TR | GLD | 945 | $374,513 | 0.18% |
| 38 | UNITED STATES ANTIMONY CORP | UAMY | 66,000 | $331,320 | 0.16% |
| 39 | META PLATFORMS INC | META | 499 | $329,385 | 0.16% |
| 40 | EXACT SCIENCES CORP | 30063P105 | 3,000 | $304,680 | 0.14% |
| 41 | RECURSION PHARMACEUTICALS IN | RXRX | 74,000 | $302,660 | 0.14% |
| 42 | VANGUARD ADMIRAL FDS INC | 921932885 | 2,474 | $276,639 | 0.13% |
| 43 | ARISTA NETWORKS INC | ANET | 2,100 | $275,163 | 0.13% |
| 44 | ELI LILLY & CO | LLY | 250 | $268,670 | 0.13% |
| 45 | PROCTER AND GAMBLE CO | 742718109 | 1,850 | $265,124 | 0.13% |
| 46 | SHOPIFY INC | SHOP | 1,418 | $228,255 | 0.11% |
| 47 | INTERNATIONAL BUSINESS MACHS | INTR | 766 | $226,897 | 0.11% |
| 48 | RED CAT HLDGS INC | RCAT | 28,500 | $226,005 | 0.11% |
| 49 | MICROSOFT CORP | MSFT | 450 | $217,629 | 0.10% |
| 50 | DUKE ENERGY CORP NEW | DUKB | 1,748 | $204,883 | 0.10% |
| 51 | ANGEL STUDIOS INC | ANGX | 40,000 | $186,800 | 0.09% |
| 52 | MICROVISION INC DEL | MVIS | 126,000 | $104,341 | 0.05% |
| 53 | AIRSHIP AI HLDGS INC | AIIR | 12,440 | $35,952 | 0.02% |
| 54 | OUTDOOR HOLDING CO | POWWP | 10,000 | $17,100 | 0.01% |