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13F-HR filed by KIECKHEFER GROUP LLC

KIECKHEFER GROUP LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-21, with 58 holding rows worth $211,678,140.

Accession
0002051613-26-000002
Filed
2026-04-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 58 entries on the cover page, a total value of $211,678,140 stated on the cover page (in dollars after the unit check, H1), rows summing to $211,678,140 with VALUE read as dollars as filed, 13F file number 028-24540. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM481,130$83,909,016dollars as filed
Palantir Technologies Inc. Class A69608A108COM148,505$21,723,311dollars as filed
Intuitive Surgical,Inc.46120E602COM23,862$11,000,143dollars as filed
INVESCO QQQ TR46090E103COM13,983$8,070,547dollars as filed
BWX TECHNOLOGIES INC05605H100COM39,418$8,060,587dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock28,729$7,198,913dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS23,527$6,054,686dollars as filed
Netflix, Inc64110L106COM59,050$5,677,658dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock31,957$5,245,035dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock18,310$5,195,646dollars as filed
VANGUARD S&P SMALL-CAP 600 GROWTH ETF921932794ETF40,538$5,045,330dollars as filed
EXXON MOBIL CORP30231G102COM19,827$3,363,849dollars as filed
Raytheon Technologies Corporation75513E101COM15,000$2,893,500dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock22,717$2,629,947dollars as filed
Vanguard S&P 500 ETF922908363COM4,271$2,552,380dollars as filed
ARCHER DANIELS MIDLAND CO COM039483102Stock31,900$2,318,811dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM8,863$2,106,007dollars as filed
SOLS83443Q103COM25,387$1,933,474dollars as filed
SOUNDHOUND AI INC CLASS A COM836100107Stock254,000$1,744,980dollars as filed
Caterpillar Inc.149123101COM2,350$1,664,881dollars as filed
NRG ENERGY INC COM NEW629377508Stock11,125$1,625,808dollars as filed
WESTERN DIGITAL CORP958102105COM6,000$1,622,940dollars as filed
DRAGANFLY INC.26142Q304COM315,657$1,549,876dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock15,707$1,474,416dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK58,250$1,321,693dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock17,532$1,295,965dollars as filed
PLUG PWR INC72919P202COM NEW500,000$1,130,000dollars as filed
SAMSARA INC COM CL A79589L106Stock30,900$979,221dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock4,000$933,040dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,021$867,571dollars as filed
Apple Inc037833100COM3,093$784,972dollars as filed
VANGUARD S&P SMALL-CAP 600 ETF921932828ETF6,497$746,068dollars as filed
UNUSUAL MACHS INC91532F102COM SHS60,000$744,000dollars as filed
Amazon.com, Inc023135106COM3,248$676,461dollars as filed
EMCOR GROUP INC COM29084Q100Stock800$590,648dollars as filed
UNITED STATES ANTIMONY CORP911549103COM66,000$576,180dollars as filed
Johnson & Johnson478160104COM2,150$525,546dollars as filed
LEONARDO DRS INC COM52661A108Stock11,066$492,658dollars as filed
MCKESSON CORP COM58155Q103Stock550$475,948dollars as filed
BRIDGER AEROSPACE GRP HLDGS96812F102COM208,366$412,565dollars as filed
SPDR GOLD TR78463V107GOLD SHS945$406,624dollars as filed
RED CAT HLDGS INC75644T100COM28,500$373,065dollars as filed
AbbVie,Inc.00287Y109COM1,700$369,733dollars as filed
META PLATFORMS INC CL A30303M102COM549$314,099dollars as filed
Vanguard S&P Mid-Cap 400 ETF921932885SHS2,478$283,298dollars as filed
Microsoft Corp594918104COM762$282,070dollars as filed
CIENA CORP COM NEW171779309Stock700$271,761dollars as filed
Procter & Gamble Co742718109COM1,850$267,214dollars as filed
International Business Machines Corporation459200101COM1,066$258,388dollars as filed
ARISTA NETWORKS INC040413205COM2,100$257,838dollars as filed
Eli Lilly and Company532457108COM250$229,943dollars as filed
Duke Energy Corporation26441C204COM1,748$228,883dollars as filed
RECURSION PHARMACEUTICALS IN75629V104CL A74,000$227,180dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM786$225,357dollars as filed
ETFIS SER TR I26923G806VIRTUS REAVES UT2,510$200,549dollars as filed
ANGEL STUDIOS INC. CL A COM034948109Stock60,000$183,000dollars as filed
MICROVISION INC DEL594960304COM NEW101,000$64,761dollars as filed
OUTDOOR HOLDING CO00175J107COMMON STOCK10,000$20,100dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002051613-26-000002this filing2026-04-21acceptance time not in the bulk data set