KIECKHEFER GROUP LLC
Top Portfolio Positions
49 positions ·
$193,597,042 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
481,130 | $83,909,072 | 43.34% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
148,505 | $21,723,311 | 11.22% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
23,862 | $11,000,143 | 5.68% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
13,983 | $8,070,707 | 4.17% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
39,418 | $8,060,586 | 4.16% | |
| VRT |
Vertiv Holdings Co
Industrials
|
28,729 | $7,198,912 | 3.72% | |
| NFLX |
Netflix Inc
Communication Services
|
59,050 | $5,677,657 | 2.93% | |
| DELL |
Dell Technologies Inc.
Technology
|
31,957 | $5,245,102 | 2.71% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
18,310 | $5,195,645 | 2.68% | |
| XOM |
Exxon Mobil Corp
Energy
|
19,827 | $3,363,848 | 1.74% |
Portfolio Trend
Holdings in BAER
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $412,564 | 208,366 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $439,869 | 240,366 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $526,325 | 284,500 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $336,785 | 174,500 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $197,185 | 174,500 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,260 | 2,000 | Shares | Sole | 2025-01-13 | |
| No 13F history on record for this holder in this stock. | ||||||