Kercheville Advisors, LLC
107 holdingsFiling period: 2026-03-31Current AUM: $341.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AEM | AGNICO EAGLE MINES LTD | 103.6K | $21.0M | $15.0M | 4.40% | -2,262 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 114.2K | $19.9M | $22.9M | 6.71% | -1,799 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 91.4K | $19.0M | $24.8M | 7.27% | -4,453 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 70.1K | $17.8M | $21.7M | 6.34% | -410 | 2026-03-31 |
| 5 | GOOG | ALPHABET INC | 54.5K | $15.6M | $19.5M | 5.69% | -3,832 | 2026-03-31 |
| 6 | COST | COSTCO WHOLESALE CORPORATION | 12.5K | $12.4M | $11.9M | 3.48% | +280 | 2026-03-31 |
| 7 | GDX | VANECK ETF TRUST | 129.8K | $11.9M | $9.6M | 2.82% | -15,909 | 2026-03-31 |
| 8 | XOM | EXXON MOBIL CORP | 62.4K | $10.6M | $9.7M | 2.84% | +684 | 2026-03-31 |
| 9 | XOM | EXXON MOBIL CORP | 62.4K | $10.6M | $9.7M | 2.84% | +684 | 2026-03-31 |
| 10 | GDXJ | VANECK ETF TRUST | 85.4K | $10.2M | $8.1M | 2.38% | -6,520 | 2026-03-31 |
| 11 | META | META PLATFORMS INC | 17.5K | $10.0M | $9.8M | 2.86% | -2,963 | 2026-03-31 |
| 12 | SUN | SUNOCO LP/SUNOCO FIN CORP | 154.1K | $10.0M | $11.8M | 3.46% | +2 | 2026-03-31 |
| 13 | NFLX | NETFLIX INC. | 84.4K | $8.1M | $6.1M | 1.77% | -6,712 | 2026-03-31 |
| 14 | WMT | WALMART INC | 63.5K | $7.9M | $7.1M | 2.07% | +2.3K | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 27.0K | $7.8M | $9.6M | 2.82% | -4,351 | 2026-03-31 |
| 16 | MPLX | MPLX LP | 135.3K | $7.7M | $7.9M | 2.32% | +4.0K | 2026-03-31 |
| 17 | GEV | GE VERNOVA INC | 7.6K | $6.7M | $7.6M | 2.21% | -270 | 2026-03-31 |
| 18 | CELH | CELSIUS HLDGS INC | 176.7K | $6.3M | $5.2M | 1.51% | -67,283 | 2026-03-31 |
| 19 | TSLA | TESLA INC | 15.8K | $5.9M | $4.9M | 1.44% | -2,550 | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 15.0K | $5.5M | $7.0M | 2.04% | -2,234 | 2026-03-31 |
| 21 | IBRX | IMMUNITYBIO INC | 643.1K | $4.9M | $4.6M | 1.35% | +59.0K | 2026-03-31 |
| 22 | CCJ | CAMECO CORP | 43.2K | $4.7M | $3.7M | 1.09% | -6,810 | 2026-03-31 |
| 23 | BE | BLOOM ENERGY CORP | 31.9K | $4.3M | $6.6M | 1.92% | -16,360 | 2026-03-31 |
| 24 | MU | MICRON TECHNOLOGY INC | 12.4K | $4.2M | $10.2M | 2.98% | +4.4K | 2026-03-31 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | 18.1K | $3.7M | $8.6M | 2.53% | -2,635 | 2026-03-31 |
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