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Kercheville Advisors, LLC

Portfolio Manager
Kercheville Advisors, LLC
Performance
+1.96% (2026 Q1)
AUM (13F)
$312.66M
# of Holdings
106
Performance Rank
Allocation (Top 20)
70.19%

Kercheville Advisors, LLC Holdings Map

Top 50 Kercheville Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AEM
AGNICO EAGLE MINES LTD
6.72%103.6K$21.0M
-2.14%(-2.26K)
2025-Q1: 117.7K shares2025-Q2: 111.6K shares2025-Q3: 108.5K shares2025-Q4: 105.8K shares2026-Q1: 103.6K shares
$58.18(+236.84%)
2026-03-31
NVDA
NVIDIA CORPORATION
6.37%114.2K$19.9M
-1.55%(-1.80K)
2025-Q1: 91.4K shares2025-Q2: 81.4K shares2025-Q3: 113.3K shares2025-Q4: 116.0K shares2026-Q1: 114.2K shares
$97.25(+132.22%)
2026-03-31
AMZN
AMAZON COM INC
6.09%91.4K$19.0M
-4.64%(-4.45K)
2025-Q1: 92.0K shares2025-Q2: 92.5K shares2025-Q3: 94.0K shares2025-Q4: 95.9K shares2026-Q1: 91.4K shares
$162.23(+66.51%)
2026-03-31
AAPL
APPLE INC
5.69%70.1K$17.8M
-0.58%(-410)
2025-Q1: 72.5K shares2025-Q2: 71.7K shares2025-Q3: 71.0K shares2025-Q4: 70.5K shares2026-Q1: 70.1K shares
$125.74(+137.69%)
2026-03-31
GOOG
ALPHABET INC
5%54.5K$15.6M
-6.56%(-3.83K)
2025-Q1: 57.3K shares2025-Q2: 58.5K shares2025-Q3: 57.9K shares2025-Q4: 58.4K shares2026-Q1: 54.5K shares
$93.06(+328.82%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
3.98%12.5K$12.4M
+2.30%(+280)
2025-Q1: 12.5K shares2025-Q2: 12.6K shares2025-Q3: 12.5K shares2025-Q4: 12.2K shares2026-Q1: 12.5K shares
$399.39(+158.66%)
2026-03-31
GDX
VANECK ETF TRUST
3.81%129.8K$11.9M
-10.92%(-15.91K)
2025-Q1: 190.3K shares2025-Q2: 181.1K shares2025-Q3: 167.4K shares2025-Q4: 145.7K shares2026-Q1: 129.8K shares
$33.97(+183.25%)
2026-03-31
XOM
EXXON MOBIL CORP
3.38%62.4K$10.6M
+1.11%(+684)
2025-Q1: 63.6K shares2025-Q2: 59.2K shares2025-Q3: 59.1K shares2025-Q4: 61.7K shares2026-Q1: 62.4K shares
$61.06(+148.21%)
2026-03-31
GDXJ
VANECK ETF TRUST
3.28%85.4K$10.2M
-7.10%(-6.52K)
2025-Q1: 112.3K shares2025-Q2: 109.4K shares2025-Q3: 106.5K shares2025-Q4: 91.9K shares2026-Q1: 85.4K shares
$48.35(+166.67%)
2026-03-31
META
META PLATFORMS INC
3.21%17.5K$10.0M
-14.45%(-2.96K)
2025-Q1: 17.7K shares2025-Q2: 19.5K shares2025-Q3: 19.9K shares2025-Q4: 20.5K shares2026-Q1: 17.5K shares
$365.04(+68.92%)
2026-03-31

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