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CIK: 0001890748
Total reported value
$328.4M
$328.4M
89 檔
20.8%
As reported in its official Q1 2025 Form 13F filing, Kercheville Advisors, LLC's tracked investment portfolio stood at $328.4M with 89 total positions.
Kercheville Advisors, LLC executed strategic sector rebalancing during Q1 2025, establishing 11 new positions while fully exiting 16 holdings and trimming 29 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.13% | +0.52% | -3.36% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.56% | +0.45% | -4.06% | |
| 3 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 5.20% | -2.85% | +2.67% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.81% | -0.51% | -0.76% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.15% | -0.87% | -7.03% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.04% | +0.40% | -24.89% | |
| 7 | MPLX | Mplx LP | Stock-Energy | 3.71% | -0.11% | +2.31% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.65% | +0.79% | -3.69% | |
| 9 | SUN | Sunoco LP | Stock-Other | 3.65% | +0.07% | +0.00% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 3.58% | -1.34% | -27.57% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 3.57% | -1.43% | +0.08% | |
| 12 | HESM | Hess Midstream LP - Class A | Stock-Other | 3.43% | — | +0.51% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.37% | -19.09% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 3.08% | -3.38% | EXIT | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.91% | +1.59% | +5.30% | |
| 16 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 2.62% | -1.36% | +0.64% | |
| 17 | BX | Blackstone Inc | Stock-Financials | 2.46% | -0.06% | -4.92% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.11% | +0.33% | -3.19% | |
| 19 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.75% | +0.35% | -0.45% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.74% | -0.08% | +2.91% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.74% | -0.38% | +14.71% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.66% | — | — | |
| 23 | ET | Energy Transfer LP | Stock-Energy | 1.21% | +0.10% | +16.55% | |
| 24 | AGI | Alamos Gold Inc-class A | Stock-Materials | 1.11% | -0.48% | -4.50% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.11% | +0.16% | +13.74% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.09% | +2.55% | |
| 27 | HES | Hess CORP | Stock-Other | 1.05% | — | -28.09% | |
| 28 | LUV | Southwest Airlines Co | Stock-Industrials | 0.98% | +0.33% | -5.79% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.10% | +18.97% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.79% | -0.25% | +4.40% | |
| 31 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.73% | -1.06% | -8.49% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.70% | -0.01% | -2.04% | |
| 33 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.60% | -0.03% | +5.67% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.60% | +0.07% | +8.08% | |
| 35 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.56% | — | — | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.14% | +68.28% | |
| 37 | HMY | Harmony Gold Mng-spon Adr | Stock-Other | 0.52% | — | -38.32% | |
| 38 | ALG | Alamo Group Inc | Stock-Other | 0.51% | -0.01% | — | |
| 39 | DELL | Dell Technologies -c | Stock-Tech | 0.51% | +1.87% | -6.83% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | +0.01% | — | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.49% | -0.58% | -46.63% | |
| 42 | UTG | Reaves Utility Income Fund | Stock-Other | 0.47% | +0.01% | +21.90% | |
| 43 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.44% | — | +0.04% | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.43% | — | — | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.40% | +0.77% | -46.28% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.38% | +0.03% | — | |
| 47 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.36% | -0.05% | +4.52% | |
| 48 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.36% | +0.04% | -24.39% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.35% | +1.03% | +4.48% | |
| 50 | UPST | Upstart Holdings Inc | Stock-Financials | 0.28% | +0.04% | -0.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AEM | Agnico Eagle Mines LTD | +1.7% | +2.67% | Add |
| 2 | BABA | Alibaba Group Holding-sp Adr | +1.7% | NEW | New buy |
| 3 | GDX | Vaneck Gold Miners ETF | +1.1% | +0.08% | Add |
| 4 | GDXJ | Vaneck Junior Gold Miners | +0.8% | +0.64% | Add |
| 5 | MPLX | Mplx LP | +0.6% | +2.31% | Add |
| 6 | HESM | Hess Midstream LP - Class A | +0.6% | +0.51% | Add |
| 7 | SUN | Sunoco LP | +0.6% | +0.00% | Add |
| 8 | BIDU | Baidu Inc - Spon Adr | +0.6% | NEW | New buy |
| 9 | XOM | Exxon Mobil CORP | +0.5% | +3.78% | Add |
| 10 | LLY | Eli Lilly & Co | +0.5% | +5.30% | Add |
| 11 | MMM | 3m Co | +0.4% | NEW | New buy |
| 12 | UBER | Uber Technologies Inc | +0.4% | +2.91% | Add |
| 13 | AGI | Alamos Gold Inc-class A | +0.4% | -4.50% | Trim |
| 14 | COST | Costco Wholesale CORP | +0.3% | -0.76% | Trim |
| 15 | WMT | Walmart Inc | +0.3% | +14.71% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.3% | +68.28% | Add |
| 17 | T | At&t Inc | +0.2% | NEW | New buy |
| 18 | ARGT | Global X Msci Argentina ETF | +0.2% | NEW | New buy |
| 19 | MCD | Mcdonald's CORP | +0.2% | +18.97% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +2.55% | Add |
| 21 | SBUX | Starbucks CORP | +0.2% | -0.45% | Trim |
| 22 | GLD | Spdr Gold Shares | +0.2% | +4.40% | Add |
| 23 | CELH | Celsius Holdings Inc | +0.2% | -8.49% | Trim |
| 24 | ET | Energy Transfer LP | +0.2% | +16.55% | Add |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | +143.53% | Add |
| 26 | UTG | Reaves Utility Income Fund | +0.1% | +21.90% | Add |
| 27 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 28 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 29 | LNC | Lincoln National CORP | +0.1% | NEW | New buy |
| 30 | HMY | Harmony Gold Mng-spon Adr | +0.1% | -38.32% | Trim |
| 31 | V | Visa Inc-class A Shares | +0.1% | +23.93% | Add |
| 32 | AMLP | Alerian Mlp ETF | +0.1% | +10.83% | Add |
| 33 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | +0.1% | +5.67% | Add |
| 34 | TYG | Tortoise Energy Infrastruct | +0.1% | +21.55% | Add |
| 35 | ISRG | Intuitive Surgical Inc | +0.1% | +23.83% | Add |
| 36 | DE | Deere & Co | +0.1% | — | Unchanged |
| 37 | GS | Goldman Sachs Group Inc | +0.1% | +8.08% | Add |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | -2.04% | Trim |
| 39 | UPS | United Parcel Service-cl B | 0% | +69.31% | Add |
| 40 | CDE | Coeur Mining Inc | 0% | NEW | New buy |
| 41 | SLV | Ishares Silver Trust | 0% | -1.90% | Trim |
| 42 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 43 | STLD | Steel Dynamics Inc | 0% | — | Unchanged |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 0% | +8.39% | Add |
| 45 | GRMN | Garmin Ltd. | 0% | — | Unchanged |
| 46 | NAD | Nuveen Quality Municipal Inc | 0% | +0.04% | Add |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 48 | BTG | B2gold CORP | 0% | NEW | New buy |
| 49 | JPM | Jpmorgan Chase & Co | 0% | +1.23% | Add |
| 50 | ODV | Osisko Development CORP | 0% | NEW | New buy |
According to official SEC Form 13F filings, Kercheville Advisors, LLC reported a total U.S. public equity portfolio value of $328.4M across 89 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, AAPL, AEM) accounted for 20.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
BABA
市值: $4.1M
Top Position Liquidated / Trimmed
DKNG
前期市值: $1.8M
During Q1 2025, Kercheville Advisors, LLC's top holdings by market value included AMZN (7.1%)、AAPL (6.6%)、AEM (5.2%). The largest single position, AMZN, represented 7.1% of total portfolio value.
In Q1 2025, Kercheville Advisors, LLC made 93 total portfolio adjustments, initiating 11 new buys, adding to 37 positions, trimming 29 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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