Kercheville Advisors, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$289.7M
Holdings
105
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (105 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $20.3M |
AAPLAPPLE INC | $14.7M |
METAMETA PLATFORMS INC | $14.4M |
AEMAGNICO EAGLE MINES LTD | $13.3M |
NFLXNETFLIX INC | $13.1M |
NVDANVIDIA CORPORATION | $12.9M |
COSTCOSTCO WHSL CORP NEW | $12.4M |
MSFTMICROSOFT CORP | $11.8M |
GOOGALPHABET INC | $10.4M |
CELHCELSIUS HLDGS INC | $9.4M |
GDXVANECK ETF TRUST | $9.4M |
SUNSUNOCO LP/SUNOCO FIN CORP | $8.3M |
BXBLACKSTONE INC | $7.8M |
HESMHESS MIDSTREAM LP | $7.4M |
GDXJVANECK ETF TRUST | $7.4M |
MPLXMPLX LP | $6.9M |
LLYELI LILLY & CO | $6.6M |
XOMEXXON MOBIL CORP | $6.4M |
GOOGLALPHABET INC | $6.0M |
TSLATESLA INC | $5.8M |
WMTWALMART INC | $5.1M |
UBERUBER TECHNOLOGIES INC | $4.2M |
SBUXSTARBUCKS CORP | $3.8M |
PLTRPALANTIR TECHNOLOGIES INC | $3.2M |
SOFISOFI TECHNOLOGIES INC | $3.0M |
CCOCAMECO CORP | $2.8M |
JPMJPMORGAN CHASE & CO. | $2.6M |
AGIALAMOS GOLD INC NEW | $2.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.5M |
BABOEING CO | $2.4M |
ETENERGY TRANSFER L P | $2.2M |
MUMICRON TECHNOLOGY INC | $2.1M |
GQ9SPDR GOLD TR | $2.1M |
XLUSELECT SECTOR SPDR TR | $1.9M |
LUVSOUTHWEST AIRLS CO | $1.8M |
AMDADVANCED MICRO DEVICES INC | $1.8M |
AVGOBROADCOM INC | $1.7M |
SLVISHARES SILVER TR | $1.7M |
DELLDELL TECHNOLOGIES INC | $1.7M |
CRWDCROWDSTRIKE HLDGS INC | $1.6M |
MCDMCDONALDS CORP | $1.5M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $1.5M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $1.5M |
CSCOCISCO SYS INC | $1.5M |
HESHESS CORP | $1.4M |
ALGALAMO GROUP INC | $1.4M |
UTGREAVES UTIL INCOME FD | $1.3M |
HDHOME DEPOT INC | $1.2M |
CATCATERPILLAR INC | $1.1M |
NADNUVEEN QUALITY MUNCP INCOME | $1.1M |
DEDEERE & CO | $1.0M |
UPSTUPSTART HLDGS INC | $970K |
HAMHARMONY GOLD MINING CO LTD | $955K |
SHOPSHOPIFY INC | $877K |
TAT&T INC | $779K |
GEVGE VERNOVA INC | $767K |
TYGTORTOISE ENERGY INFRA CORP | $762K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $729K |
BABAALIBABA GROUP HLDG LTD | $700K |
ISRGINTUITIVE SURGICAL INC | $649K |
IEIVANHOE ELECTRIC INC | $634K |
CCLCARNIVAL CORP | $633K |
TTTRANE TECHNOLOGIES PLC | $506K |
SONYSONY GROUP CORP | $457K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $456K |
SPOTSPOTIFY TECHNOLOGY S A | $439K |
FSCOFS CREDIT OPPORTUNITIES CORP | $427K |
AKAMAKAMAI TECHNOLOGIES INC | $427K |
GRMNGARMIN LTD | $417K |
MIGAMICROSTRATEGY INC | $410K |
FNVFRANCO NEV CORP | $390K |
AMLPALPS ETF TR | $388K |
VVISA INC | $369K |
IBITISHARES BITCOIN TRUST ETF | $350K |
STLDSTEEL DYNAMICS INC | $346K |
TEITEMPLETON EMERGING MKTS INCO | $345K |
ARGTGLOBAL X FDS | $339K |
GSGOLDMAN SACHS GROUP INC | $336K |
UPSUNITED PARCEL SERVICE INC | $333K |
NVGNUVEEN AMT FREE MUN CR INC F | $305K |
SHLDGLOBAL X FDS | $283K |
IBRXIMMUNITYBIO INC | $265K |
ABBVABBVIE INC | $264K |
GNRCGENERAC HLDGS INC | $251K |
MOALTRIA GROUP INC | $249K |
AXONAXON ENTERPRISE INC | $243K |
JPXAEROVIRONMENT INC | $242K |
BACVERIZON COMMUNICATIONS INC | $229K |
BTCOINVESCO GALAXY BITCOIN ETF | $226K |
DBLDOUBLELINE OPPORTUNISTIC CR | $216K |
RCLROYAL CARIBBEAN GROUP | $212K |
CPNGCOUPANG INC | $210K |
BACBANK AMERICA CORP | $204K |
NMZNUVEEN MUN HIGH INCOME OPPOR | $182K |
VCVINVESCO CALIF VALUE MUN INCO | $166K |
VMOINVESCO MUN OPPORTUNITY TR | $147K |
VGMINVESCO TR INVT GRADE MUNS | $138K |
NZFNUVEEN MUNICIPAL CREDIT INC | $131K |
VPVINVESCO PA VALUE MUN INC TR | $111K |
IQIINVESCO QUALITY MUN INCOME T | $103K |
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