Kercheville Advisors, LLC

Position in DELL — Dell Technologies Inc.

CIK 1890748 San Antonio, TX

Position in DELL

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$7,140,663

+$6,213,001 QoQ

Shares Held

16,550

+192.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.50%

of 13F equity value

Holder Rank

#526

of 2,109 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Kercheville Advisors, LLC holds $9,537,766 across 4 Computer Hardware names. DELL ranks #1 (74.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	16,550	$7,140,663
2	SNDK	Sandisk Corp	490	$1,114,127
3	STX	Seagate Technology Holdings plc	800	$772,000
4	WDC	Western Digital Corp	800	$510,976

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,140,663	16,550	+192.8%	Shares	Sole	2026-07-30
2026-03-31	$927,662	5,652	-34.7%	Shares	Sole	2026-04-20
2025-12-31	$1,089,113	8,652	-25.7%	Shares	Sole	2026-01-29
2025-09-30	$1,651,904	11,652	-14.6%	Shares	Sole	2025-10-22
2025-06-30	$1,673,735	13,652	0.0%	Shares	Sole	2025-07-22
2025-03-31	$1,244,379	13,652	-6.8%	Shares	Sole	2025-04-17
2024-12-31	$1,688,496	14,652	-6.4%	Shares	Sole	2025-01-27
2024-09-30	$1,855,388	15,652	—	Shares	Sole	2024-10-24
No filing history on record for this holder in this stock.