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KIECKHEFER GROUP LLC
KIECKHEFER GROUP LLC
Latest filing: 2026-06-30
KIECKHEFER GROUP LLC runs KIECKHEFER GROUP LLC and currently holds 65 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $245.75M. Their top holdings are NVDA, PLTR, DELL, QQQ, VRT. The top five represent 59.9% of reported portfolio weight. KIECKHEFER GROUP LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, KIECKHEFER GROUP LLC initiated 9 new positions. They added to 16 existing positions. They trimmed 12 positions. Their current best-performing preview position is CRDO with returns of +189.71%.
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65 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 39.18% | $134.60 | $214.76 | +59.55% | Added +0.02% |
 PLTR PALANTIR TECHNOLOGIES INC | 7.09% | $75.96 | $179.94 | +136.89% | Added +0.57% |
 DELL DELL TECHNOLOGIES INC | 5.55% | $115.22 | $441.74 | +283.39% | Trimmed -1.00% |
 QQQ INVESCO QQQ TR | 4.22% | $517.66 | $713.44 | +37.82% | Added +0.72% |
 VRT VERTIV HOLDINGS CO | 3.87% | $113.15 | $262.00 | +131.55% | Trimmed -1.04% |
 BWXT BWX TECHNOLOGIES INC | 3.12% | $147.25 | $156.81 | +6.49% | Held |
 VOT VANGUARD INDEX FDS | 2.93% | $253.80 | $305.59 | +20.41% | Held |
 VIOG VANGUARD ADMIRAL FDS INC | 2.52% | $116.32 | $149.58 | +28.59% | Trimmed -0.27% |
 ISRG INTUITIVE SURGICAL INC | 2.15% | $527.90 | $378.81 | -28.24% | Trimmed -44.40% |
 CRDO CREDO TECHNOLOGY GROUP HOLDI | 1.77% | $96.66 | $230.57 | +138.54% | Added +1.59% |
Showing 1-10 of 65