KIECKHEFER GROUP LLC
66 holdingsFiling period: 2026-06-30Current AUM: $255.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 481.2K | $96.3M | $102.1M | 39.89% | +89 | 2026-06-30 |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | 149.4K | $17.4M | $25.8M | 10.07% | +850 | 2026-06-30 |
| 3 | DELL | DELL TECHNOLOGIES INC | 31.6K | $13.7M | $17.2M | 6.72% | -318 | 2026-06-30 |
| 4 | QQQ | INVESCO QQQ TR | 14.1K | $10.4M | $9.9M | 3.88% | +100 | 2026-06-30 |
| 5 | VRT | VERTIV HOLDINGS CO | 28.4K | $9.5M | $6.7M | 2.61% | -300 | 2026-06-30 |
| 6 | BWXT | BWX TECHNOLOGIES INC | 39.4K | $7.7M | $5.8M | 2.26% | -- | 2026-06-30 |
| 7 | VOT | VANGUARD INDEX FDS | 23.5K | $7.2M | $6.8M | 2.66% | -- | 2026-06-30 |
| 8 | VIOG | VANGUARD ADMIRAL FDS INC | 40.4K | $6.2M | $5.7M | 2.22% | -109 | 2026-06-30 |
| 9 | ISRG | INTUITIVE SURGICAL INC | 13.3K | $5.3M | $5.0M | 1.96% | -10,594 | 2026-06-30 |
| 10 | — | CREDO TECHNOLOGY GROUP HOLDI | 16.0K | $4.3M | $4.3M | 1.70% | +250 | 2026-06-30 |
| 11 | NFLX | NETFLIX INC. | 59.0K | $4.2M | $4.6M | 1.80% | -- | 2026-06-30 |
| 12 | LNG | CHENIERE ENERGY INC | 16.7K | $4.0M | $4.5M | 1.77% | -1,600 | 2026-06-30 |
| 13 | WDC | WESTERN DIGITAL CORP | 6.0K | $3.8M | $2.5M | 0.97% | -- | 2026-06-30 |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | 10.5K | $3.2M | $3.0M | 1.19% | +1.6K | 2026-06-30 |
| 15 | VOO | VANGUARD INDEX FDS | 4.4K | $3.0M | $3.0M | 1.19% | +99 | 2026-06-30 |
| 16 | RTX | RTX CORPORATION | 15.0K | $2.8M | $2.9M | 1.15% | +17 | 2026-06-30 |
| 17 | XOM | EXXON MOBIL CORP | 19.9K | $2.7M | $3.4M | 1.32% | +67 | 2026-06-30 |
| 18 | XOM | EXXON MOBIL CORP | 19.9K | $2.7M | $3.4M | 1.32% | +67 | 2026-06-30 |
| 19 | LITE | LUMENTUM HLDGS INC | 3.2K | $2.7M | $2.7M | 1.04% | -- | 2026-06-30 |
| 20 | WEC | WEC ENERGY GROUP INC | 22.2K | $2.6M | $2.3M | 0.90% | -500 | 2026-06-30 |
| 21 | CAT | CATERPILLAR INC | 2.4K | $2.5M | $1.8M | 0.72% | -- | 2026-06-30 |
| 22 | ADM | ARCHER DANIELS MIDLAND CO | 31.9K | $2.4M | $2.8M | 1.08% | -20 | 2026-06-30 |
| 23 | GLW | CORNING INC | 9.2K | $2.3M | $1.3M | 0.52% | -- | 2026-06-30 |
| 24 | SOLS | SOLSTICE ADVANCED MATLS INC | 25.3K | $2.2M | $1.4M | 0.57% | -70 | 2026-06-30 |
| 25 | MU | MICRON TECHNOLOGY INC | 1.5K | $1.8M | $1.4M | 0.55% | -- | 2026-06-30 |
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