Kercheville Advisors, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$381.7M

Holdings

117

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (117 positions)

StockValue
AEMAGNICO EAGLE MINES LTD
$22.6M
AMZNAMAZON COM INC
$22.5M
NVDANVIDIA CORPORATION
$21.4M
GOOGALPHABET INC
$19.3M
AAPLAPPLE INC
$17.5M
GDXVANECK ETF TRUST
$15.3M
CELHCELSIUS HLDGS INC
$13.5M
METAMETA PLATFORMS INC
$13.3M
GDXJVANECK ETF TRUST
$13.1M
COSTCOSTCO WHSL CORP NEW
$11.9M
GOOGLALPHABET INC
$10.4M
SUNSUNOCO LP/SUNOCO FIN CORP
$8.8M
TSLATESLA INC
$8.3M
XOMEXXON MOBIL CORP
$8.2M
MSFTMICROSOFT CORP
$7.8M
NFLXNETFLIX INC
$7.6M
MPLXMPLX LP
$7.3M
WMTWALMART INC
$7.2M
BEBLOOM ENERGY CORP
$7.0M
CCOCAMECO CORP
$6.1M
PLTRPALANTIR TECHNOLOGIES INC
$5.6M
LUVSOUTHWEST AIRLS CO
$5.5M
SOFISOFI TECHNOLOGIES INC
$5.5M
AMDADVANCED MICRO DEVICES INC
$5.3M
BXBLACKSTONE INC
$5.2M
GEVGE VERNOVA INC
$5.2M
SLVISHARES SILVER TR
$5.0M
IBRXIMMUNITYBIO INC
$4.3M
LLYELI LILLY & CO
$4.1M
BABAALIBABA GROUP HLDG LTD
$3.8M
AGIALAMOS GOLD INC NEW
$3.6M
GQ9SPDR GOLD TR
$3.5M
UBERUBER TECHNOLOGIES INC
$3.3M
SBUXSTARBUCKS CORP
$3.2M
MUMICRON TECHNOLOGY INC
$3.2M
BIDUNBAIDU INC
$3.0M
SNPSSYNOPSYS INC
$2.5M
U6ZURANIUM ENERGY CORP
$2.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.4M
XBISPDR SERIES TRUST
$2.3M
IEIVANHOE ELECTRIC INC
$2.2M
IBITISHARES BITCOIN TRUST ETF
$2.1M
JPMJPMORGAN CHASE & CO.
$1.9M
CATCATERPILLAR INC
$1.9M
CAVACAVA GROUP INC
$1.8M
UTGREAVES UTIL INCOME FD
$1.8M
SLBSLB LIMITED
$1.7M
XNEAXNUVEEN AMT FREE QLTY MUN INC
$1.6M
MCDMCDONALDS CORP
$1.6M
BABOEING CO
$1.5M
CVXCHEVRON CORP NEW
$1.5M
LVSLAS VEGAS SANDS CORP
$1.4M
EPDENTERPRISE PRODS PARTNERS L
$1.4M
PYLDPIMCO ETF TR
$1.2M
JPXAEROVIRONMENT INC
$1.2M
HDHOME DEPOT INC
$1.2M
ETENERGY TRANSFER L P
$1.2M
ALGALAMO GROUP INC
$1.2M
NADNUVEEN QUALITY MUNCP INCOME
$1.1M
DEDEERE & CO
$1.1M
CSCOCISCO SYS INC
$1.0M
SHOPSHOPIFY INC
$1.0M
DELLDELL TECHNOLOGIES INC
$1.0M
TYGTORTOISE ENERGY INFRA CORP
$971K
USARUSA RARE EARTH INC
$844K
VIKVIKING HOLDINGS LTD
$766K
BRK-BBERKSHIRE HATHAWAY INC DEL
$726K
AVGOBROADCOM INC
$712K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$671K
FTAIFTAI AVIATION LTD
$645K
UPSUNITED PARCEL SERVICE INC
$594K
XLUSELECT SECTOR SPDR TR
$555K
KGCKINROSS GOLD CORP
$490K
TRVCCITIGROUP INC
$490K
FNVFRANCO NEV CORP
$485K
WESWESTERN MIDSTREAM PARTNERS L
$465K
STLDSTEEL DYNAMICS INC
$461K
NVGNUVEEN AMT FREE MUN CR INC F
$461K
APHAMPHENOL CORP NEW
$457K
GSGOLDMAN SACHS GROUP INC
$453K
AKAMAKAMAI TECHNOLOGIES INC
$451K
TTTRANE TECHNOLOGIES PLC
$450K
TEITEMPLETON EMERGING MKTS INCO
$420K
MRKMERCK & CO INC
$414K
GRMNGARMIN LTD
$412K
NVONOVO-NORDISK A S
$392K
AMLPALPS ETF TR
$384K
SHAKSHAKE SHACK INC
$370K
TAT&T INC
$339K
VVISA INC
$339K
ABBVABBVIE INC
$319K
GEGE AEROSPACE
$309K
INTCINTEL CORP
$289K
MOALTRIA GROUP INC
$269K
MUXMCEWEN INC.
$261K
ISRGINTUITIVE SURGICAL INC
$260K
CRWDCROWDSTRIKE HLDGS INC
$254K
DJANFIRST TR EXCHNG TRADED FD VI
$248K
BKRBAKER HUGHES COMPANY
$245K
UPSTUPSTART HLDGS INC
$231K
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