Kercheville Advisors, LLC: 13F holdings
CIK 18907482026Q2
| Positions | 108 |
|---|
| Reported value | $328.4m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 108 (+2 vs prior quarter) |
|---|
| Reported value | $328.4m (+5.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 111,087 | $22.2m | 6.8% |
| AMZN AMAZON COM INC | 91,063 | $21.7m | 6.6% |
| AAPL APPLE INC | 69,676 | $20.2m | 6.1% |
| GOOG ALPHABET INC | 53,782 | $19.0m | 5.8% |
| AEM AGNICO EAGLE MINES LTD | 81,877 | $12.7m | 3.9% |
| COST COSTCO WHOLESALE CORPORATION | 12,171 | $11.4m | 3.5% |
| SUN SUNOCO LP/SUNOCO FIN CORP | 159,086 | $10.7m | 3.3% |
| AMD ADVANCED MICRO DEVICES INC | 17,100 | $9.9m | 3.0% |
| GEV GE VERNOVA INC | 8,130 | $9.6m | 2.9% |
| GOOGL ALPHABET INC | 25,952 | $9.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1890748")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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