Institutional Fund
Kieckhefer Group LLC
Mequon, WICIK 20516135 filings on record
Portfolio Value
$211.68M
Q1 2026
Holdings
58
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+0.7%
from $210.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation39.6%
- Palantir Technologies Inc10.3%
- Intuitive Surgical Inc5.2%
- Invesco Qqq Tr3.8%
- Bwx Technologies Inc3.8%
- Vertiv Holdings Co3.4%
- Other33.9%
Portfolio Holdings
58 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 481.1K | $83.91M | 39.6% | +2.5K | Added |
| 2 | Palantir Technologies Inc | 148.5K | $21.72M | 10.3% | +65 | Added |
| 3 | Intuitive Surgical Inc | 23.9K | $11.00M | 5.2% | −150 | Reduced |
| 4 | Invesco Qqq Tr | 14.0K | $8.07M | 3.8% | +205 | Added |
| 5 | Bwx Technologies Inc | 39.4K | $8.06M | 3.8% | +200 | Added |
| 6 | Vertiv Holdings Co | 28.7K | $7.20M | 3.4% | −25 | Reduced |
| 7 | Vanguard Index Fds | 23.5K | $6.05M | 2.9% | 0 | Held |
| 8 | Netflix Inc | 59.0K | $5.68M | 2.7% | +250 | Added |
| 9 | Dell Technologies Inc | 32.0K | $5.25M | 2.5% | −351 | Reduced |
| 10 | Cheniere Energy Inc | 18.3K | $5.20M | 2.5% | −550 | Reduced |
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