Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KIECKHEFER GROUP LLC (CIK 2051613) reported $211.7M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($83.9M, 39.64%), PLTR ($21.7M, 10.26%), ISRG ($11.0M, 5.20%), BWXT ($8.1M, 3.81%), QQQ ($8.1M, 3.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $83.9M | 39.64% | 481,130 | Added |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | $21.7M | 10.26% | 148,505 | Added |
| 3 | ISRG | INTUITIVE SURGICAL INC | $11.0M | 5.20% | 23,862 | Trimmed |
| 4 | BWXT | BWX TECHNOLOGIES INC | $8.1M | 3.81% | 39,418 | Added |
| 5 | QQQ | INVESCO QQQ TR | $8.1M | 3.81% | 13,983 | Added |
| 6 | VRT | VERTIV HOLDINGS CO | $7.2M | 3.40% | 28,729 | Trimmed |
| 7 | VOT | VANGUARD INDEX FDS | $6.1M | 2.86% | 23,527 | Hold |
| 8 | NFLX | NETFLIX INC. | $5.7M | 2.68% | 59,050 | Added |
| 9 | DELL | DELL TECHNOLOGIES INC | $5.2M | 2.48% | 31,957 | Trimmed |
| 10 | LNG | CHENIERE ENERGY INC | $5.2M | 2.45% | 18,310 | Trimmed |
| 11 | VIOG | VANGUARD ADMIRAL FDS INC | $5.0M | 2.38% | 40,538 | Trimmed |
| 12 | XOM | EXXON MOBIL CORP | $3.4M | 1.59% | 19,827 | Hold |
| 13 | RTX | RTX CORPORATION | $2.9M | 1.37% | 15,000 | Added |
| 14 | WEC | WEC ENERGY GROUP INC | $2.6M | 1.24% | 22,717 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $2.6M | 1.21% | 4,271 | Added |
| 16 | ADM | ARCHER DANIELS MIDLAND CO | $2.3M | 1.10% | 31,900 | Hold |
| 17 | QQQM | INVESCO EXCH TRADED FD TR II | $2.1M | 0.99% | 8,863 | Added |
| 18 | SOLSTICE ADVANCED MATLS INC | $1.9M | 0.91% | 25,387 | Added | |
| 19 | SOUN | SOUNDHOUND AI INC | $1.7M | 0.82% | 254,000 | Hold |
| 20 | CAT | CATERPILLAR INC | $1.7M | 0.79% | 2,350 | Added |
| 21 | WDC | WESTERN DIGITAL CORP | $1.6M | 0.77% | 6,000 | Hold |
| 22 | NRG | NRG ENERGY INC | $1.6M | 0.77% | 11,125 | Hold |
| 23 | DPRO | DRAGANFLY INC. | $1.5M | 0.73% | 315,657 | Added |
| 24 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.5M | 0.70% | 15,707 | New |
| 25 | TTD | THE TRADE DESK INC | $1.3M | 0.62% | 58,250 | New |
Source: SEC Form 13F filings · as of 2026-03-31