Kercheville Advisors, LLC
Top Portfolio Positions
94 positions ·
$270,085,403 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
103,568 | $21,022,232 | 7.78% | |
| NVDA |
Nvidia Corp
Technology
|
114,226 | $19,921,014 | 7.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
91,448 | $19,045,874 | 7.05% | |
| AAPL |
Apple Inc.
Technology
|
70,137 | $17,800,069 | 6.59% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
12,480 | $12,435,446 | 4.60% | |
| XOM |
Exxon Mobil Corp
Energy
|
62,358 | $10,579,658 | 3.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
17,544 | $10,037,448 | 3.72% | |
| SUN |
Sunoco LP
Energy
|
154,085 | $10,010,902 | 3.71% | |
| NFLX |
Netflix Inc
Communication Services
|
84,386 | $8,113,713 | 3.00% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
63,544 | $7,897,248 | 2.92% |
Portfolio Trend
22 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,871,495 | 47,645 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,755,474 | 47,990 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,702,827 | 42,979 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,257,978 | 34,770 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,156,373 | 35,537 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $923,858 | 29,153 | Shares | Sole | 2025-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||