StockDriftsStockDriftsTop 50 Kieckhefer Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 39.18% | 481.2K | $96.3M | +0.02%(+89) | $128.19(+71.97%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 7.09% | 149.4K | $17.4M | +0.57%(+850) | $56.93(+210.36%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 5.55% | 31.6K | $13.7M | -1.00%(-318) | $116.86(+275.70%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.22% | 14.1K | $10.4M | +0.72%(+100) | $503.30(+43.22%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 3.87% | 28.4K | $9.5M | -1.04%(-300) | $106.40(+163.04%) | 2026-06-30 | |
| BWXT | BWX TECHNOLOGIES INC | 3.12% | 39.4K | $7.7M | +0.00%(+0) | $126.59(+36.46%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 2.93% | 23.5K | $7.2M | +0.00%(+0) | $248.70(+22.94%) | 2026-06-30 | |
| VIOG | VANGUARD ADMIRAL FDS INC | 2.52% | 40.4K | $6.2M | -0.27%(-109) | $118.05(+28.57%) | 2026-06-30 | |
| ISRG | INTUITIVE SURGICAL INC | 2.15% | 13.3K | $5.3M | -44.40%(-10.59K) | $504.95(-21.41%) | 2026-06-30 | |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 1.77% | 16.0K | $4.3M | +1.59%(+250) | $119.84(+101.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +35.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.22% |
Kieckhefer Group LLC reports $245.75M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (39.2%), PLTR (7.1%) and DELL (5.5%). The top 20 holdings account for 85.28% of reported assets. Its disclosed equity book has returned +35.19% cumulatively over 6 quarters. Figures reflect the Q2 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