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Latest Kercheville Advisors, LLC Stock Portfolio

$361Million | No. of Holdings #119

Kercheville Advisors, LLC Performance

2026 Q3+2.10%
YTD+5.50%
2025+34.84%

About Kercheville Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Kercheville Advisors, LLC reported an equity portfolio of $361.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Kercheville Advisors, LLC are NVDA, AAPL, AMZN. The fund has invested 7.2% of it's portfolio in NVIDIA CORPORATION and 6.4% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off ISHARES TR (IJR), PERSONALIS INC (PSNL) and URANIUM ENERGY CORP (UEC) stocks. They significantly reduced their stock positions in CORNING INC (GLW), PALO ALTO NETWORKS INC (PANW) and CATERPILLAR INC (CAT). Kercheville Advisors, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, ISHARES INC (EMGF) and SALESFORCE INC (CRM). The fund showed a lot of confidence in some stocks as they added substantially to CROWDSTRIKE HLDGS INC (CRWD), AEROVIRONMENT INC (AVAV) and SANDISK CORP.
Kercheville Advisors, LLC Equity Portfolio Value
Last Reported on: 19 Oct, 2026
$361Million
  as of Oct 19, 2026

Kercheville Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Kercheville Advisors, LLC made a return of 2.1% in the last quarter. In trailing 12 months, it's portfolio return was 15.83%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp9,580,170
ishares inc1,649,700
salesforce inc1,469,250
himalaya shipping ltd1,202,870
ssr mining in563,108
johnson & johnson536,893
cloudflare inc524,393
lumentum hldgs inc485,630
New stocks bought by Kercheville Advisors, LLC

Additions

Ticker% Inc.
crowdstrike hldgs inc307
aerovironment inc302
sandisk corp301
space exploration techn corp158
western digital corp100
bloom energy corp69.00
merck & co inc49.96
blackstone inc37.69
Additions to existing portfolio by Kercheville Advisors, LLC

Reductions

Ticker% Reduced
corning inc-55.21
palo alto networks inc-53.12
caterpillar inc-45.09
select sector spdr tr-41.67
netflix inc.-29.04
walmart inc-27.3
pimco etf tr-24.37
cameco corp-23.62
Kercheville Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
personalis inc-1,256,920
uranium energy corp-486,096
ishares tr-1,309,960
freeport mcmoran inc-222,108
royal caribbean group-227,524
applied matls inc-202,440
Kercheville Advisors, LLC got rid off the above stocks

Sector Distribution

Kercheville Advisors, LLC has about 30.1% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Consumer Cyclical
  • Energy
  • Industrials
  • Consumer Defensive
  • Healthcare
  • Financial Services
Sector%
Technology30.1
Others23.7
Communication Services11.8
Consumer Cyclical9.7
Energy8
Industrials5.7
Consumer Defensive5
Healthcare4.2
Financial Services1.6

Market Cap. Distribution

Kercheville Advisors, LLC has about 69.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP54.3
UNALLOCATED23.7
LARGE-CAP15.6
MID-CAP6.2

Stocks belong to which Index?

About 62.7% of the stocks held by Kercheville Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50057.9
Others37.3
RUSSELL 20004.8
Top 5 Winners (%)%
MPC
marathon pete corp
54.7 %
PLTR
palantir technologies inc
54.4 %
VLO
valero energy corp
46.4 %
MSFT
microsoft corp
32.9 %
SHOP
shopify inc
27.5 %
Top 5 Winners ($)$
NVDA
nvidia corporation
3.2 M
AAPL
apple inc
3.0 M
META
meta platforms inc
2.4 M
AEM
agnico eagle mines ltd
2.3 M
MSFT
microsoft corp
1.9 M
Top 5 Losers (%)%
UPST
upstart hldgs inc
-35.1 %
GLW
corning inc
-28.8 %
CRDO
credo technology group holdi
-28.3 %
VRT
vertiv holdings co
-27.9 %
WDC
western digital corp
-23.3 %
Top 5 Losers ($)$
ge vernova inc
-1.8 M
TSLA
tesla inc
-1.0 M
CAT
caterpillar inc
-1.0 M
LUV
southwest airls co
-0.9 M
GOOG
alphabet inc
-0.7 M

Kercheville Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Kercheville Advisors, LLC

Kercheville Advisors, LLC has 119 stocks in it's portfolio. About 44.1% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Kercheville Advisors, LLC last quarter.

$361.39MTotal Value
125Positions
19 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Kercheville Advisors, LLC, last reported on 19 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Kercheville Advisors, LLC's holding in Alps Etf Tr over time
0.15%10,675
$553.7K
0.15%
increased 30.98 percentadded
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Kercheville Advisors, LLC's holding in Agnico Eagle Mines Ltd over time
4.07%80,275
$14.71M
4.07%
decreased 1.96 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Kercheville Advisors, LLC's holding in Vaneck Etf Trust over time
2.44%100,530
$8.83M
2.44%
decreased 3.13 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Kercheville Advisors, LLC's holding in Vaneck Etf Trust over time
2%63,471
$7.23M
2%
decreased 1.32 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Kercheville Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.07%5,700
$266.0K
0.07%
unchanged 0 percentunchanged
AGI
Alamos Gold Inc

Alamos Gold Inc

AGI
Kercheville Advisors, LLC's holding in Alamos Gold Inc over time
0.68%75,545
$2.45M
0.68%
increased 13.73 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Kercheville Advisors, LLC's holding in Spdr Series Trust over time
1.24%28,304
$4.46M
1.24%
increased 14.15 percentadded