Kieckhefer Group LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Kieckhefer Group LLC reported 136 stock positions worth $166.0 million. Its top holding was Nvidia (NVDA) at 39.5% of the portfolio, followed by Palantir Technologies Class A (PLTR, 7.1%) and Vanguard S&P SM Cap 600 GRW (VIOG, 5.9%).
- Most Recent 13F
- Q2 2026
- Location
- MEQUON, WI
- CIK
- 0002051613
- Portfolio Value
- $166.0M (Q4 2024)
- SEC Filing
- 0002051613-25-000001 ↗ filed Jan 13, 2025
Holdings Value
Holdings 136 stocks · $166.0M
| NVDA Nvidia Corp. | 39.52% | 488,554 | $65.6M | — |
| PLTR Palantir Technologies Inc. Class A | 7.09% | 155,615 | $11.8M | — |
| VIOG Vanguard S&P SM Cap 600 GRW | 5.94% | 84,806 | $9.9M | — |
| XOM Exxon Mobil Corp. | 4.67% | 72,024 | $7.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.73% | 12,122 | $6.2M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 3.59% | 23,470 | $6.0M | — |
| ISRG Intuitive Surgical Inc. | 3.39% | 10,790 | $5.6M | — |
| COP Conocophillips | 2.89% | 48,302 | $4.8M | — |
| NFLX Netflix Inc. | 2.84% | 5,285 | $4.7M | — |
| HPE Hewlett Packard Enterprise | 2.55% | 205,200 | $4.2M | — |
| VRT Vertiv Holdings Co. Class A | 2.46% | 36,004 | $4.1M | — |
| CPRT Copart Inc. | 2.39% | 69,040 | $4.0M | — |
| DELL Dell Technologies -C | 2.35% | 33,834 | $3.9M | — |
| SOUN Soundhound AI Inc. Class A | 2.07% | 173,000 | $3.4M | — |
| ADM Archer-Daniels-Midland Co. | 1.41% | 46,300 | $2.3M | — |
| APD Air Products & Chemicals Inc. | 1.17% | 6,700 | $1.9M | — |
| IOT Samsara Inc. Class A | 0.80% | 30,500 | $1.3M | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.75% | 10,525 | $1.2M | — |
| VLO Valero Energy Corp. | 0.74% | 10,000 | $1.2M | — |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 0.60% | 17,532 | $994K | — |
| AAPL Apple Inc. | 0.56% | 3,712 | $930K | — |
| VIOO Vanguard S&P Small-Cap 600 E | 0.51% | 7,908 | $839K | — |
| DVN Devon Energy Corp. | 0.48% | 24,461 | $801K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.48% | 3,021 | $798K | — |
| FERG Ferguson Enterprises Inc. | 0.42% | 4,000 | $694K | — |
| VOO Vanguard S&P 500 ETF | 0.39% | 1,204 | $649K | — |
| UNG US Natural Gas Fund LP | 0.39% | 38,156 | $641K | — |
| AMZN Amazon.com Inc. | 0.34% | 2,586 | $567K | — |
| DPRO Draganfly Inc. | 0.28% | 116,357 | $467K | — |
| GLD SPDR Gold Shares | 0.22% | 1,525 | $369K | — |
| ABBV Abbvie Inc. | 0.19% | 1,800 | $320K | — |
| MCK McKesson Corp. | 0.19% | 550 | $313K | — |
| RCAT Red Cat Holdings Inc. | 0.18% | 23,000 | $296K | — |
| JNJ Johnson & Johnson | 0.17% | 1,900 | $275K | — |
| IWC iShares Micro-Cap ETF | 0.16% | 2,000 | $261K | — |
| UMAC Unusual Machines Inc. | 0.15% | 14,400 | $242K | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.14% | 2,260 | $238K | — |
| PG The Procter & Gamble Co. | 0.14% | 1,400 | $235K | — |
| ANET Arista Networks Inc. | 0.13% | 2,000 | $221K | — |
| LNG Cheniere Energy Inc. | 0.13% | 970 | $208K | — |
| LLY Eli Lilly & Co. | 0.12% | 250 | $193K | — |
| DUK Duke Energy Corp. | 0.11% | 1,748 | $188K | — |
| EXAS Exact Sciences Corp. | 0.11% | 3,350 | $188K | — |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 900 | $176K | — |
| SHOP Shopify Inc. Class A | 0.11% | 1,650 | $175K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 766 | $168K | — |
| META Meta Platforms Inc. Class A | 0.10% | 277 | $162K | — |
| AMD Advanced Micro Devices | 0.10% | 1,340 | $162K | — |
| SLV iShares Silver Trust | 0.10% | 5,992 | $158K | — |
| PFG Principal Financial Group | 0.09% | 1,840 | $142K | — |
| MSFT Microsoft Corp. | 0.09% | 335 | $141K | — |
| PLUG Plug Power Inc. | 0.08% | 65,000 | $138K | — |
| SCHD Schwab US DVD Equity ETF | 0.08% | 4,755 | $130K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 446 | $129K | — |
| SUN Sunoco LP | 0.08% | 2,500 | $129K | — |
| AOS Smith (a.o.) Corp. | 0.07% | 1,800 | $123K | — |
| KMB Kimberly-Clark Corp. | 0.07% | 900 | $118K | — |
| AA Alcoa Corp. | 0.07% | 3,000 | $113K | — |
| PRF Invesco Rafi US 1000 ETF | 0.07% | 2,750 | $111K | — |
| UFOX Defiance Space and Connectiv | 0.06% | 2,000 | $95K | — |
| PFE Pfizer Inc. | 0.06% | 3,500 | $93K | — |
| SOXX iShares Semiconductor ETF | 0.05% | 399 | $86K | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.05% | 800 | $84K | — |
| PFF iShares Preferred & Income S | 0.05% | 2,650 | $83K | — |
| GOOG Alphabet Inc. Class C | 0.05% | 400 | $76K | — |
| CAT Caterpillar Inc. | 0.04% | 200 | $73K | — |
| ACN Accenture PLC Class A | 0.04% | 200 | $70K | — |
| AVGO Broadcom Inc. | 0.04% | 300 | $70K | — |
| INTU Intuit Inc. | 0.04% | 110 | $69K | — |
| T AT&T Inc. | 0.04% | 2,930 | $67K | — |
| CYBR Cyberark Software Ltd./Israel | 0.04% | 200 | $67K | — |
| ETN Eaton Corp. PLC | 0.04% | 200 | $66K | — |
| CRM Salesforce Inc. | 0.04% | 180 | $60K | — |
| CIEN Ciena Corp. | 0.04% | 700 | $59K | — |
| ORLY O'reilly Automotive Inc. | 0.04% | 50 | $59K | — |
| CVX Chevron Corp. | 0.03% | 400 | $58K | — |
| WES Western Midstream Partners L | 0.03% | 1,500 | $58K | — |
| EPD Enterprise Products Partners | 0.03% | 1,800 | $56K | — |
| BABA Alibaba Group Holding-SP ADR | 0.03% | 652 | $55K | — |
| QCOM Qualcomm Inc. | 0.03% | 350 | $54K | — |
| JPM JPMorgan Chase & Co. | 0.03% | 210 | $50K | — |
| RSG Republic Services Inc. | 0.03% | 250 | $50K | — |
| GE General Electric filed as GE AEROSPACE | 0.03% | 300 | $50K | — |
| AISP Airship AI Holdings Inc. | 0.03% | 7,500 | $47K | — |
| LOW Lowe's Cos Inc. | 0.03% | 185 | $46K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 100 | $45K | — |
| HON Honeywell International Inc. | 0.03% | 200 | $45K | — |
| ADBE Adobe Inc. | 0.03% | 100 | $44K | — |
| BTI British American Tob-SP ADR | 0.03% | 1,200 | $44K | — |
| DDOG Datadog Inc. Class A | 0.03% | 300 | $43K | — |
| SMCI Super Micro Computer Inc. | 0.03% | 1,400 | $43K | — |
| ADP Automatic Data Processing | 0.03% | 145 | $42K | — |
| AS Amer Sports Inc. | 0.03% | 1,500 | $42K | — |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.02% | 700 | $41K | — |
| MDT Medtronic PLC | 0.02% | 500 | $40K | — |
| SHEL Shell PLC-ADR | 0.02% | 634 | $40K | — |
| BX Blackstone Inc. | 0.02% | 225 | $39K | — |
| DOV Dover Corp. | 0.02% | 200 | $38K | — |
| RY Royal Bank of Canada | 0.02% | 300 | $36K | — |
| UBER Uber Technologies Inc. | 0.02% | 550 | $33K | — |
Lines left out (1) · $17K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| APLD Applied Digital Corp. | COM NEW | 0 | $17K |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $166.0M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 65 | $245.7M | NVDA, PLTR, DELL, QQQ, VRT |
| Q1 2026 | 58 | $211.7M | NVDA, PLTR, ISRG, QQQ, BWXT |
| Q4 2025 | 54 | $210.2M | NVDA, PLTR, ISRG, QQQ, BWXT |
| Q3 2025 | 52 | $213.7M | NVDA, PLTR, QQQ, VOT, BWXT |
| Q2 2025 | 50 | $184.4M | NVDA, PLTR, XOM, QQQ, NFLX |
| Q1 2025 | 46 | $138.2M | NVDA, PLTR, XOM, VOT, QQQ |
| Q4 2024 | 136 | $166.0M | NVDA, PLTR, VIOG, XOM, QQQ |