account_balance

Investment manager · 13F filer · SEC CIK 2051613

Kieckhefer Group LLC

Reported value$252Mas of Sep 30, 2026
Positions62 3 new, 6 sold out
Top 10 weight78.4%NVDA alone is 44%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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 43.6% HeldPLTR Palantir Technologies Inc. 11.1% HeldDELL Dell Technologies Inc. 5.7% Trimmed −16%
QQQ Invesco QQQ Tr 4.1% Held
VRT Vertiv Holdings Co 2.7% Held
VOT Vanguard Index FDS 2.7% Held
BWXT BWX Technologies, Inc. 2.3% Added +7%
VIOG Vanguard Admiral FDS Inc 2.2% Held
CRDO Credo Technology Group Holding Ltd 2.2% Added +74%GOOG Alphabet Inc. 1.8% Added +1403%
VOO Vanguard Index FDS 1.5% Added +24%
QQQM Invesco Exch Traded Fd Tr II 1.4% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 21, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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