Kercheville Advisors, LLC
Top Portfolio Positions
93 positions ·
$267,825,496 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
103,568 | $21,022,232 | 7.85% |
| NVDA |
Nvidia Corp
Technology
|
114,226 | $19,921,014 | 7.44% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
91,448 | $19,045,874 | 7.11% |
| AAPL |
Apple Inc.
Technology
|
70,137 | $17,800,069 | 6.65% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
12,480 | $12,435,446 | 4.64% |
| XOM |
Exxon Mobil Corp
Energy
|
62,358 | $10,579,658 | 3.95% |
| META |
Meta Platforms, Inc.
Communication Services
|
17,544 | $10,037,448 | 3.75% |
| SUN |
Sunoco LP
Energy
|
154,085 | $10,010,902 | 3.74% |
| NFLX |
Netflix Inc
Communication Services
|
84,386 | $8,113,713 | 3.03% |
| WMT |
Walmart Inc.
Consumer Defensive
|
63,544 | $7,897,248 | 2.95% |
Holdings in NAD
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,061,461 | 92,301 | Shares | Sole | 2026-04-20 | |
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