Kieckhefer Group LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Kieckhefer Group LLC reported 52 stock positions worth $213.7 million. Its top holding was Nvidia (NVDA) at 42.1% of the portfolio, followed by Palantir Technologies Class A (PLTR, 13.0%) and Invesco QQQ Trust Series 1 (QQQ, 3.9%). Compared with Q2 2025, it opened 7 new positions, sold out of 5, added to 23 and reduced 6. The biggest buy was Palantir Technologies Class A (PLTR, shares +0%) and the biggest sale Exxon Mobil (XOM, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- MEQUON, WI
- CIK
- 0002051613
- Portfolio Value
- $213.7M (Q3 2025)
- SEC Filing
- 0002051613-25-000008 ↗ filed Oct 20, 2025
Holdings Value
Holdings 52 stocks · $213.7M
| NVDA Nvidia Corp. | 42.11% | 482,237 | $90.0M | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 12.95% | 151,710 | $27.7M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 3.87% | 13,757 | $8.3M | Add +0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 3.25% | 23,626 | $6.9M | Add +0.2% |
| BWXT BWX Technologies Inc. | 3.18% | 36,895 | $6.8M | Add +3.3% |
| ISRG Intuitive Surgical Inc. | 3.04% | 14,540 | $6.5M | Add +34.1% |
| NFLX Netflix Inc. | 2.99% | 5,335 | $6.4M | No change |
| VRT Vertiv Holdings Co. Class A | 2.57% | 36,404 | $5.5M | No change |
| VIOG Vanguard S&P SM Cap 600 GRW | 2.37% | 41,612 | $5.1M | Add +0.2% |
| HPE Hewlett Packard Enterprise | 2.31% | 200,700 | $4.9M | Reduce -1.2% |
| DELL Dell Technologies -C | 2.24% | 33,724 | $4.8M | Reduce -0.6% |
| LNG Cheniere Energy Inc. | 2.08% | 18,870 | $4.4M | No change |
| SOUN Soundhound AI Inc. Class A | 1.95% | 259,000 | $4.2M | Add +47.2% |
| WEC WEC Energy Group Inc. | 1.29% | 24,000 | $2.8M | New |
| DPRO Draganfly Inc. | 1.20% | 315,657 | $2.6M | Add +57.3% |
| XOM Exxon Mobil Corp. | 1.05% | 19,950 | $2.2M | Reduce -72.1% |
| ADM Archer-Daniels-Midland Co. | 0.96% | 34,300 | $2.0M | Reduce -25.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.95% | 8,182 | $2.0M | Add +0.3% |
| NRG NRG Energy Inc. | 0.84% | 11,125 | $1.8M | Add +15.6% |
| RTX RTX Corp. | 0.78% | 10,000 | $1.7M | New |
| SGI Somnigroup International Inc. | 0.69% | 17,532 | $1.5M | No change |
| VOO Vanguard S&P 500 ETF | 0.69% | 2,395 | $1.5M | Add +11.8% |
| IOT Samsara Inc. Class A | 0.54% | 31,000 | $1.2M | Add +0.4% |
| AAPL Apple Inc. | 0.46% | 3,862 | $983K | Add +14.9% |
| UMAC Unusual Machines Inc. | 0.44% | 62,000 | $936K | Add +330.6% |
| FERG Ferguson Enterprises Inc. | 0.42% | 4,000 | $898K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.42% | 3,021 | $887K | No change |
| VIOO Vanguard S&P Small-Cap 600 E | 0.41% | 8,008 | $885K | No change |
| DRS Leonardo DRS Inc. | 0.39% | 18,396 | $835K | New |
| HON Honeywell International Inc. | 0.36% | 3,650 | $768K | New |
| WDC Western Digital Corp. | 0.34% | 6,000 | $720K | New |
| AMZN Amazon.com Inc. | 0.27% | 2,586 | $568K | No change |
| BAER Bridger Aerospace Group Hold | 0.25% | 284,500 | $526K | Add +63.0% |
| MCK McKesson Corp. | 0.20% | 550 | $425K | No change |
| ABBV Abbvie Inc. | 0.20% | 1,800 | $417K | No change |
| UAMY United States Antimony Corp. | 0.19% | 66,000 | $409K | Add +83.3% |
| JNJ Johnson & Johnson | 0.19% | 2,150 | $399K | Add +13.2% |
| RXRX Recursion Pharmaceuticals-A | 0.17% | 74,000 | $361K | Add +94.7% |
| GLD SPDR Gold Shares | 0.16% | 945 | $336K | No change |
| ANET Arista Networks Inc. | 0.15% | 2,200 | $321K | Add +10.0% |
| RCAT Red Cat Holdings Inc. | 0.15% | 30,000 | $311K | Add +30.4% |
| PG The Procter & Gamble Co. | 0.13% | 1,850 | $284K | Add +32.1% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.13% | 2,470 | $273K | Add +0.2% |
| SHOP Shopify Inc. Class A | 0.11% | 1,650 | $245K | New |
| GOOG Alphabet Inc. Class C | 0.11% | 926 | $225K | New |
| MVIS Microvision Inc. | 0.10% | 176,500 | $219K | Reduce -1.4% |
| DUK Duke Energy Corp. | 0.10% | 1,748 | $216K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 766 | $216K | No change |
| META Meta Platforms Inc. Class A | 0.10% | 277 | $203K | No change |
| PLUG Plug Power Inc. | 0.05% | 43,240 | $101K | No change |
| AISP Airship AI Holdings Inc. | 0.03% | 13,440 | $69K | No change |
| POWW Outdoor Holding Co. | 0.01% | 10,000 | $15K | Reduce -50.0% |
Portfolio Sells Q2 2025 → Q3 2025
| XOM Exxon Mobil Corp. | Reduce -72.1% | 1.05% | −3.13 |
| BBAI Bigbear.ai Holdings Inc. | Sold out | 0.00% | −0.98 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.92 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.66 |
| ADM Archer-Daniels-Midland Co. | Reduce -25.9% | 0.96% | −0.37 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.25 |
| IWC iShares Micro-Cap ETF | Sold out | 0.00% | −0.14 |
| DELL Dell Technologies -C | Reduce -0.6% | 2.24% | −0.02 |
| MVIS Microvision Inc. | Reduce -1.4% | 0.10% | −0.01 |
| POWW Outdoor Holding Co. | Reduce -50.0% | 0.01% | −0.01 |
| HPE Hewlett Packard Enterprise | Reduce -1.2% | 2.31% | +0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| PLTR Palantir Technologies Inc. Class A | Add +0.1% | 12.95% | +1.75 |
| WEC WEC Energy Group Inc. | New | 1.29% | +1.29 |
| SOUN Soundhound AI Inc. Class A | Add +47.2% | 1.95% | +0.93 |
| DPRO Draganfly Inc. | Add +57.3% | 1.20% | +0.86 |
| NVDA Nvidia Corp. | Add +0.1% | 42.11% | +0.83 |
| RTX RTX Corp. | New | 0.78% | +0.78 |
| BWXT BWX Technologies Inc. | Add +3.3% | 3.18% | +0.39 |
| DRS Leonardo DRS Inc. | New | 0.39% | +0.39 |
| UMAC Unusual Machines Inc. | Add +330.6% | 0.44% | +0.37 |
| HON Honeywell International Inc. | New | 0.36% | +0.36 |
| WDC Western Digital Corp. | New | 0.34% | +0.34 |
| UAMY United States Antimony Corp. | Add +83.3% | 0.19% | +0.15 |
| SHOP Shopify Inc. Class A | New | 0.11% | +0.11 |
| GOOG Alphabet Inc. Class C | New | 0.11% | +0.11 |
| AAPL Apple Inc. | Add +14.9% | 0.46% | +0.09 |
| RXRX Recursion Pharmaceuticals-A | Add +94.7% | 0.17% | +0.06 |
| BAER Bridger Aerospace Group Hold | Add +63.0% | 0.25% | +0.06 |
| RCAT Red Cat Holdings Inc. | Add +30.4% | 0.15% | +0.05 |
| ANET Arista Networks Inc. | Add +10.0% | 0.15% | +0.04 |
| JNJ Johnson & Johnson | Add +13.2% | 0.19% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +11.8% | 0.69% | +0.03 |
| PG The Procter & Gamble Co. | Add +32.1% | 0.13% | +0.01 |
| NRG NRG Energy Inc. | Add +15.6% | 0.84% | +0.01 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +0.2% | 0.13% | −0.01 |
| QQQM Invesco Nasdaq 100 ETF | Add +0.3% | 0.95% | −0.06 |
| IOT Samsara Inc. Class A | Add +0.4% | 0.54% | −0.13 |
| ISRG Intuitive Surgical Inc. | Add +34.1% | 3.04% | −0.15 |
| VIOG Vanguard S&P SM Cap 600 GRW | Add +0.2% | 2.37% | −0.21 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 3.87% | −0.25 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.2% | 3.25% | −0.39 |
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 |