account_balance
Investment manager · 13F filer · SEC CIK 1890748
Kercheville Advisors, LLC
Reported value$361Mas of Sep 30, 2026
Positions119 17 new, 6 sold out
Top 10 weight44.1%NVDA alone is 7%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.3%Added +3%
AAPLApple Inc.
6.4%
AMZNAmazon.com Inc
6.3%
GOOGAlphabet Inc.
5.1%
AEMAgnico Eagle Mines Ltd
4.1%
METAMeta Platforms, Inc.
3.3%Added +20%
SUNSunoco LP
3.2%
COSTCostco Wholesale Corp
3.0%Trimmed −3%
AMDAdvanced Micro Devices Inc
2.8%Trimmed −3%
DELLDell Technologies Inc.
2.8%Added +14%
XOMExxonMobil Holdings Corp
2.7%New
GDXVaneck ETF Trust
2.4%Trimmed −3%
NVDANVIDIA Corp
7.3%Added +3%
AAPLApple Inc.
6.4%
AMZNAmazon.com Inc
6.3%
GOOGAlphabet Inc.
5.1%
AEMAgnico Eagle Mines Ltd
4.1%
METAMeta Platforms, Inc.
3.3%
SUNSunoco LP
3.2%
COSTCostco Wholesale Corp
3.0%
AMD2.8%DELL2.8%XOM2.7%GDX2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.3% Added +3%AAPL Apple Inc. 6.4% HeldAMZN Amazon.com Inc 6.3% HeldGOOG Alphabet Inc. 5.1% HeldAEM Agnico Eagle Mines Ltd 4.1% HeldMETA Meta Platforms, Inc. 3.3% Added +20%SUN Sunoco LP 3.2% HeldCOST Costco Wholesale Corp 3.0% Trimmed −3%AMD Advanced Micro Devices Inc 2.8% Trimmed −3%DELL Dell Technologies Inc. 2.8% Added +14%XOM ExxonMobil Holdings Corp 2.7% New
GDX Vaneck ETF Trust 2.4% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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