Latest Kercheville Advisors, LLC Stock Portfolio

Kercheville Advisors, LLC Performance:

2025 Q2: 9.45%YTD: 6.08%2024: 18.22%

Performance for 2025 Q2 is 9.45%, and YTD is 6.08%, and 2024 is 18.22%.

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

In it's latest 13F Holdings report, Kercheville Advisors, LLC reported an equity portfolio of $289.7 Millions as of 30 Jun, 2025.

The top stock holdings of Kercheville Advisors, LLC are AMZN, AAPL, META. The fund has invested 7% of it's portfolio in AMAZON COM INC and 5.1% of portfolio in APPLE INC.

The fund managers got completely rid off BAIDU INC, 3M CO (MMM) and BRISTOL-MYERS SQUIBB CO (BMY) stocks. They significantly reduced their stock positions in GOLDMAN SACHS GROUP INC (GS), ALIBABA GROUP HLDG LTD (BABA) and AKAMAI TECHNOLOGIES INC (AKAM). Kercheville Advisors, LLC opened new stock positions in SOFI TECHNOLOGIES INC (SOFI), BOEING CO (BA) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN CHASE & CO. (JPM), CROWDSTRIKE HLDGS INC (CRWD) and CELSIUS HLDGS INC (CELH).

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

Our best estimate is that Kercheville Advisors, LLC made a return of 9.45% in the last quarter. In trailing 12 months, it's portfolio return was 13.3%.

New Buys

Ticker	$ Bought
sofi technologies inc	2,957,300
boeing co	2,356,930
advanced micro devices inc	1,752,460
credo technology group holdi	1,488,380
ge vernova inc	767,268
ivanhoe electric inc	634,447
carnival corp	632,700
sony group corp	456,827

New stocks bought by Kercheville Advisors, LLC

Additions

Ticker	% Inc.
jpmorgan chase & co.	342
crowdstrike hldgs inc	311
celsius hldgs inc	305
ishares silver tr	280
broadcom inc	156
cameco corp	128
tesla inc	75.43
palantir technologies inc	64.1

Additions to existing portfolio by Kercheville Advisors, LLC

Reductions

Ticker	% Reduced
goldman sachs group inc	-82.24
alibaba group hldg ltd	-79.99
akamai technologies inc	-50.69
global x fds	-42.86
hess corp	-37.22
alps etf tr	-34.19
visa inc	-28.28
mcdonalds corp	-24.64

Kercheville Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
baidu inc	-1,385,050
coeur mng inc	-65,120
osisko development corp	-14,870
bristol-myers squibb co	-548,950
3m co	-1,042,710
lincoln natl corp ind	-215,460
spdr ser tr	-422,126
servicenow inc	-242,823

Kercheville Advisors, LLC got rid off the above stocks

Sector Distribution

Kercheville Advisors, LLC has about 20.6% of it's holdings in Technology sector.

Sector	%
Technology	20.6
Others	20.1
Communication Services	15.5
Consumer Cyclical	11.6
Energy	11.3
Consumer Defensive	9.4
Financial Services	5.3
Industrials	3.2
Healthcare	2.7

Market Cap. Distribution

Kercheville Advisors, LLC has about 68.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	51
UNALLOCATED	20.1
LARGE-CAP	17.3
MID-CAP	11.3

Stocks belong to which Index?

About 63.3% of the stocks held by Kercheville Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	61.4
Others	36.8
RUSSELL 2000	1.9

Top 5 Winners (%)		%
AVAV	aerovironment inc	72.2 %
CRDO	credo technology group holdi	54.0 %
NVDA	nvidia corporation	43.1 %
NFLX	netflix inc	42.2 %
UPST	upstart hldgs inc	40.5 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	4.3 M
NFLX	netflix inc	3.9 M
META	meta platforms inc	3.1 M
AMZN	amazon com inc	2.7 M
MSFT	microsoft corp	2.6 M

Top 5 Losers (%)		%
HES	hess corp	-14.7 %
ABBV	abbvie inc	-10.0 %
XOM	exxon mobil corp	-9.4 %
HESM	hess midstream lp	-9.0 %
SUN	sunoco lp/sunoco fin corp	-7.7 %

Top 5 Losers ($)		$
AAPL	apple inc	-1.2 M
HESM	hess midstream lp	-0.8 M
XOM	exxon mobil corp	-0.7 M
SUN	sunoco lp/sunoco fin corp	-0.7 M
LLY	eli lilly & co	-0.4 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 105 stocks in it's portfolio. About 45.8% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Kercheville Advisors, LLC last quarter.

Last Reported on: 22 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AMZN	amazon com inc	7.01	92,529	20,300,000	added	0.59
Historical Trend of AMAZON COM INC Position Held By Kercheville Advisors, LLC What % of Portfolio is AMZN?: Number of AMZN shares held: Change in No. of Shares Held:
	AAPL	apple inc	5.07	71,656	14,701,600	reduced	-1.11

	META	meta platforms inc	4.96	19,467	14,368,500	added	10.19

		agnico eagle mines ltd	4.58	111,590	13,271,400	reduced	-5.16

	NFLX	netflix inc	4.52	9,785	13,103,400	added	3.87

	NVDA	nvidia corporation	4.44	81,379	12,857,100	reduced	-10.94

	COST	costco whsl corp new	4.29	12,565	12,438,100	added	0.65

	MSFT	microsoft corp	4.06	23,635	11,756,300	added	15.32

	GOOG	alphabet inc	3.58	58,504	10,377,900	added	2.08

	CELH	celsius hldgs inc	3.26	203,273	9,429,830	added	305

	AFK	vaneck etf trust	3.25	181,090	9,427,560	reduced	-4.82

	SUN	sunoco lp/sunoco fin corp	2.85	154,080	8,257,140	added	0.00

	BX	blackstone inc	2.70	52,380	7,835,020	added	21.17

	HESM	hess midstream lp	2.57	193,383	7,447,170	reduced	-2.71

	AFK	vaneck etf trust	2.55	109,392	7,393,830	reduced	-2.6

	MPLX	mplx lp	2.40	134,897	6,948,540	reduced	-20.77

	LLY	eli lilly & co	2.28	8,483	6,612,780	reduced	-1.91

	XOM	exxon mobil corp	2.20	59,243	6,386,350	reduced	-6.83

	GOOG	alphabet inc	2.05	33,773	5,951,770	added	1.02

	TSLA	tesla inc	2.02	18,397	5,843,990	added	75.43