StockDriftsStockDriftsTop 50 Kieckhefer Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 43.62% | 480.5K | $109.7M | -0.16%(-768) | $128.19(+69.34%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 11.07% | 148.9K | $27.8M | -0.33%(-500) | $56.93(+241.03%) | 2026-09-30 | |
| DELL | DELL TECHNOLOGIES INC | 5.68% | 26.6K | $14.3M | -15.99%(-5.06K) | $116.86(+289.72%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 4.14% | 14.1K | $10.4M | +0.03%(+4) | $503.37(+42.71%) | 2026-09-30 | |
| VRT | VERTIV HOLDINGS CO | 2.74% | 28.6K | $6.9M | +0.63%(+180) | $107.54(+91.63%) | 2026-09-30 | |
| VOT | VANGUARD INDEX FDS | 2.73% | 23.5K | $6.9M | -0.00%(-1) | $248.70(+16.23%) | 2026-09-30 | |
| BWXT | BWX TECHNOLOGIES INC | 2.29% | 42.0K | $5.8M | +6.51%(+2.57K) | $128.99(+5.30%) | 2026-09-30 | |
| VIOG | VANGUARD ADMIRAL FDS INC | 2.22% | 40.4K | $5.6M | -0.07%(-29) | $118.05(+16.21%) | 2026-09-30 | |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 2.15% | 27.8K | $5.4M | +74.09%(+11.82K) | $168.16(+2.77%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 1.78% | 13.1K | $4.5M | +1403.44%(+12.25K) | $337.81(+0.69%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +50.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.81% |
Kieckhefer Group LLC reports $251.52M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (43.6%), PLTR (11.1%) and DELL (5.7%). The top 20 holdings account for 89.44% of reported assets. Its disclosed equity book has returned +50.22% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kieckhefer Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2051613). View Kieckhefer Group LLC’s 13F filings on SEC