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CIK: 0001890748
Total reported value
$328.4M
$328.4M
117 檔
31.5%
During the Q4 2025 filing period, Kercheville Advisors, LLC (CIK: 0001890748) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $328.4M across 117 reported positions.
In Q4 2025, Kercheville Advisors, LLC displayed an active expansion posture, initiating 27 new positions and adding to 45 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 5.92% | -2.85% | -2.50% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.89% | +0.52% | +2.07% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.62% | +0.40% | +2.40% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.06% | +0.79% | +0.88% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.59% | +0.45% | -0.69% | |
| 6 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 4.02% | -1.43% | -12.94% | |
| 7 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 3.53% | -1.06% | +9.52% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.48% | -0.87% | +3.20% | |
| 9 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 3.42% | -1.36% | -13.75% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.12% | -0.51% | -2.63% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.72% | +0.33% | -3.75% | |
| 12 | SUN | Sunoco LP | Stock-Other | 2.30% | +0.07% | +0.00% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.16% | +0.16% | +16.60% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 2.16% | -3.38% | EXIT | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.37% | -21.48% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.99% | -1.34% | +816.48% | |
| 17 | MPLX | Mplx LP | Stock-Energy | 1.91% | -0.11% | -2.56% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.89% | -0.38% | +9.36% | |
| 19 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.84% | +0.35% | +59.65% | |
| 20 | CCJ | Cameco CORP | Stock-Energy | 1.60% | -0.21% | +11.85% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.48% | -0.58% | +21.11% | |
| 22 | LUV | Southwest Airlines Co | Stock-Industrials | 1.44% | +0.33% | +111.73% | |
| 23 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.44% | +0.01% | -20.10% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.38% | +1.84% | +17.22% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 1.37% | -0.06% | -37.99% | |
| 26 | GEV | GE Vernova Inc | Stock-Industrials | 1.37% | +0.78% | +61.20% | |
| 27 | SLV | Ishares Silver Trust | ETF-Commodities | 1.31% | -0.48% | EXIT | |
| 28 | IBRX | Immunitybio Inc | Stock-Healthcare | 1.12% | +0.14% | +12.54% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | +1.59% | +98.32% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.00% | — | +193.96% | |
| 31 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.94% | -0.48% | +2.46% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.91% | -0.25% | +12.62% | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.86% | -0.08% | -6.92% | |
| 34 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.84% | +0.35% | -17.15% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.83% | +0.77% | — | |
| 36 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.78% | — | +81.84% | |
| 37 | SNPS | Synopsys Inc | Stock-Tech | 0.66% | -0.33% | — | |
| 38 | UEC | Uranium Energy CORP | Stock-Energy | 0.63% | -0.11% | +75.47% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.09% | -1.90% | |
| 40 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.61% | +0.95% | — | |
| 41 | IE | Ivanhoe Electric Inc / US | Stock-Other | 0.57% | — | -6.79% | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.54% | — | +141.77% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | — | +7.46% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | +1.03% | +0.35% | |
| 45 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.48% | — | — | |
| 46 | UTG | Reaves Utility Income Fund | Stock-Other | 0.48% | +0.01% | +11.66% | |
| 47 | SLB | Slb LTD | Stock-Energy | 0.44% | -0.35% | EXIT | |
| 48 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.43% | -0.03% | +3.76% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.10% | -1.35% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.40% | +0.01% | -14.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BE | Bloom Energy Corp- A | +1.1% | +59.65% | Add |
| 2 | LUV | Southwest Airlines Co | +0.9% | +111.73% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.8% | +0.88% | Add |
| 4 | IBRX | Immunitybio Inc | +0.7% | +12.54% | Add |
| 5 | LLY | Eli Lilly & Co | +0.6% | +98.32% | Add |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.6% | +193.96% | Add |
| 7 | SLV | Ishares Silver Trust | +0.5% | -5.27% | Trim |
| 8 | AMD | Advanced Micro Devices | +0.5% | +17.22% | Add |
| 9 | CCJ | Cameco CORP | +0.5% | +11.85% | Add |
| 10 | GEV | GE Vernova Inc | +0.5% | +61.20% | Add |
| 11 | AEM | Agnico Eagle Mines LTD | +0.4% | -2.50% | Trim |
| 12 | BIDU | Baidu Inc - Spon Adr | +0.4% | +81.84% | Add |
| 13 | UEC | Uranium Energy CORP | +0.4% | +75.47% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.75% | Trim |
| 15 | GDXJ | Vaneck Junior Gold Miners | +0.2% | -13.75% | Trim |
| 16 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +141.77% | Add |
| 17 | GLD | Spdr Gold Shares | +0.2% | +12.62% | Add |
| 18 | AVAV | Aerovironment Inc | +0.2% | +138.46% | Add |
| 19 | USAR | USA Rare Earth Inc | +0.2% | +272.00% | Add |
| 20 | GDX | Vaneck Gold Miners ETF | +0.2% | -12.94% | Trim |
| 21 | XOM | Exxon Mobil CORP | +0.2% | +4.32% | Add |
| 22 | WMT | Walmart Inc | +0.2% | +9.36% | Add |
| 23 | IE | Ivanhoe Electric Inc / US | +0.1% | -6.79% | Trim |
| 24 | CAT | Caterpillar Inc | +0.1% | +0.35% | Add |
| 25 | AGI | Alamos Gold Inc-class A | +0.1% | +2.46% | Add |
| 26 | TSLA | Tesla Inc | 0% | +16.60% | Add |
| 27 | UPS | United Parcel Service-cl B | 0% | +18.49% | Add |
| 28 | NVG | Nuveen Amt-fr Muni Crdt | 0% | +77.97% | Add |
| 29 | LVS | Las Vegas Sands CORP | 0% | +5.65% | Add |
| 30 | STLD | Steel Dynamics Inc | 0% | — | Unchanged |
| 31 | AKAM | Akamai Technologies Inc | 0% | — | Unchanged |
| 32 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 33 | IQI | Invesco Quality Muni Inc Tr | 0% | +45.45% | Add |
| 34 | DE | Deere & Co | — | — | Unchanged |
| 35 | FNV | Franco-nevada CORP | — | — | Unchanged |
| 36 | TEI | Templeton Emrg Mkts Inc | — | +3.95% | Add |
| 37 | VPV | Invesco Pa Val Muni Inc | — | — | Unchanged |
| 38 | VMO | Invesco Municipal Opport | — | — | Unchanged |
| 39 | TYG | Tortoise Energy Infrastruct | 0% | +6.58% | Add |
| 40 | CSCO | Cisco Systems Inc | 0% | +0.73% | Add |
| 41 | AVGO | Broadcom Inc | 0% | +9.34% | Add |
| 42 | VCV | Invesco Ca Val Muni Inc Tr | 0% | -18.75% | Trim |
| 43 | RCL | Royal Caribbean Cruises Ltd. | 0% | +5.37% | Add |
| 44 | PML | Pimco Municipal Income Fd Ii | 0% | — | Unchanged |
| 45 | NMZ | Nuveen Muni Hi Inc Opport | 0% | +0.18% | Add |
| 46 | VGM | Invesco Trust For Investmen | 0% | +0.14% | Add |
| 47 | NRK | Nuveen Ny Amt-fr Muni Inc | 0% | +0.94% | Add |
| 48 | DBL | Doubleline Opport Credit | 0% | -10.53% | Trim |
| 49 | VZ | Verizon Communications Inc | 0% | -1.47% | Trim |
| 50 | MO | Altria Group Inc | 0% | +0.25% | Add |
According to official SEC Form 13F filings, Kercheville Advisors, LLC reported a total U.S. public equity portfolio value of $328.4M across 117 disclosed positions in Q4 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 AEM, AMZN, NVDA) accounted for 31.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
MU
市值: $3.2M
Top Position Liquidated / Trimmed
HESM
前期市值: $5.4M
During Q4 2025, Kercheville Advisors, LLC's top holdings by market value included AEM (5.9%)、AMZN (5.9%)、NVDA (5.6%). The largest single position, AEM, represented 5.9% of total portfolio value.
In Q4 2025, Kercheville Advisors, LLC made 120 total portfolio adjustments, initiating 27 new buys, adding to 45 positions, trimming 32 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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