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Disclosery

13F-HR/A filed by KIECKHEFER GROUP LLC

KIECKHEFER GROUP LLC filed this 13F-HR/A for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-13 16:26:48 UTC, with 62 holding rows worth $251,522,974.

Accession
0002051613-26-000007
Filer
CIK 2051613
Filed
2026-10-13
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q3 2026

A holdings report, amendment of type restatement, 62 entries on the cover page, a total value of $251,522,974 stated on the cover page (in dollars after the unit check, H1), rows summing to $251,522,974 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 Corp67066G104COM480,451$109,725,464dollars as filed
Palantir Technologies Inc. Class A69608A108COM148,855$27,843,328dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock26,580$14,298,744dollars as filed
INVESCO QQQ TR46090E103COM14,087$10,421,328dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock28,609$6,903,638dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS23,526$6,872,085dollars as filed
BWX TECHNOLOGIES INC05605H100COM41,986$5,752,082dollars as filed
VANGUARD S&P SMALL-CAP 600 GROWTH ETF921932794ETF40,400$5,573,192dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock27,780$5,411,266dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM13,125$4,472,364dollars as filed
Vanguard S&P 500 ETF922908363COM5,397$3,782,486dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM11,171$3,403,117dollars as filed
EXXON MOBIL CORP30233Q108COM19,794$3,221,474dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock3,191$3,099,291dollars as filed
Netflix, Inc64110L106COM42,550$2,960,629dollars as filed
WESTERN DIGITAL CORP958102105COM6,100$2,772,206dollars as filed
Raytheon Technologies Corporation75513E101COM14,017$2,602,256dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock9,514$2,559,551dollars as filed
Micron Technology,Inc.595112103COM2,230$2,375,195dollars as filed
BABCOCK & WILCOX ENTERPRISES05614L209COM393,500$2,298,040dollars as filed
Caterpillar Inc.149123101COM2,350$1,905,357dollars as filed
UNUSUAL MACHS INC91532F102COM SHS60,000$1,468,800dollars as filed
SOLS83443Q103COM25,255$1,422,362dollars as filed
ARCHER DANIELS MIDLAND CO COM039483102Stock16,240$1,289,131dollars as filed
CORNING INC219350105COM7,730$1,188,565dollars as filed
SAMSARA INC COM CL A79589L106Stock30,000$1,143,900dollars as filed
SOUNDHOUND AI INC CLASS A COM836100107Stock182,000$1,095,640dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock17,532$1,088,913dollars as filed
Apple Inc037833100COM2,875$957,433dollars as filed
Vanguard Mid-Cap ETF922908629SHS12,084$947,627dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock4,000$890,480dollars as filed
VANGUARD S&P SMALL-CAP 600 ETF921932828ETF6,802$860,608dollars as filed
NOKIA CORP654902204SPONSORED ADR79,040$801,466dollars as filed
BORGWARNER INC COM099724106Stock13,150$790,447dollars as filed
Amazon.com, Inc023135106COM3,079$767,133dollars as filed
Johnson & Johnson478160104COM2,263$599,107dollars as filed
PLUG PWR INC72919P202COM NEW300,000$582,000dollars as filed
NRG ENERGY INC COM NEW629377508Stock5,975$571,509dollars as filed
MCKESSON CORP COM58155Q103Stock550$469,596dollars as filed
NEWSMAX INC65250K105COMMON STOCK42,500$459,425dollars as filed
Microsoft Corp594918104COM843$432,375dollars as filed
AbbVie,Inc.00287Y109COM1,550$405,465dollars as filed
LEONARDO DRS INC COM52661A108Stock11,000$402,930dollars as filed
ARISTA NETWORKS INC040413205COM1,850$376,642dollars as filed
SPDR GOLD TR78463V107GOLD SHS945$359,894dollars as filed
Vanguard S&P Mid-Cap 400 ETF921932885SHS2,806$341,630dollars as filed
DRAGANFLY INC.26142Q304COM55,000$334,400dollars as filed
META PLATFORMS INC CL A30303M102COM453$328,507dollars as filed
Eli Lilly and Company532457108COM250$289,270dollars as filed
UNITED STATES ANTIMONY CORP911549103COM61,000$254,370dollars as filed
Procter & Gamble Co742718109COM1,750$254,240dollars as filed
CIENA CORP COM NEW171779309Stock700$246,274dollars as filed
Vanguard Small-Cap ETF922908751SHS856$243,588dollars as filed
ANGEL STUDIOS INC. CL A COM034948109Stock50,000$233,500dollars as filed
PALO ALTO NETWORKS INC697435105COM575$228,453dollars as filed
ISHARES TR464287523COM399$226,887dollars as filed
EMCOR GROUP INC COM29084Q100Stock300$226,347dollars as filed
Broadcom Inc.11135F101COM601$211,065dollars as filed
RECURSION PHARMACEUTICALS IN75629V104CL A48,000$198,240dollars as filed
RED CAT HLDGS INC75644T100COM25,500$164,730dollars as filed
BRIDGER AEROSPACE GRP HLDGS96812F102COM134,500$94,432dollars as filed
OUTDOOR HOLDING CO00175J107COMMON STOCK10,000$22,500dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002051613-26-000006 superseded2026-10-13
13F-HR/A 0002051613-26-000007this filing2026-10-13