Institutional Manager · CIK 0002051613
KIECKHEFER GROUP LLC
MEQUON, WI · File #028-24540
Latest AUM
$210.2M
Positions
54
Top-10 Concentration
81.1%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 478,588 | $89.3M | 42.54% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 148,440 | $26.4M | 12.58% |
| 3 | INTUITIVE SURGICAL INC | ISRG | 24,012 | $13.6M | 6.48% |
| 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 | 3.13% |
| 7 | NETFLIX INC | NFLX | 58,800 | $5.5M | 2.63% |
| 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 | 1.75% |
| 12 | SOUNDHOUND AI INC | SOUNW | 254,000 | $2.5M | 1.21% |
| 13 | WEC ENERGY GROUP INC | WEC | 22,807 | $2.4M | 1.15% |
| 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 | 0.75% |