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KIECKHEFER GROUP LLC

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13F filer, CIK 2051613, MEQUON, WI

KIECKHEFER GROUP LLC reported $213,688,290 across 52 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-20. Its ten largest share positions make up 78.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002051613-25-000008

Period
2025-09-30
Reported value
$214M
Holdings
52
Top 10 weight
78.64%
New
7
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WECnew+24,000$2.75M
RTXnew+10,000$1.67M
ISRGadded+3,700$1.65M
SOUNadded+83,000$1.33M
DPROadded+115,000$936K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XOMreduced-51,649-$5.82M
BBAIexited-265,640-$1.8M
CPRTexited-34,520-$1.69M
VLOexited-9,000-$1.21M
ADMreduced-12,000-$717K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002051613-25-000008, largest first. % of portfolio is the value over $213,688,290, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 488,554 shares; 2025Q1: 480,923 shares; 2025Q2: 481,922 shares; 2025Q3: 482,237 shares 482,237$90M42.11%+315Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,615 shares; 2025Q1: 151,610 shares; 2025Q2: 151,610 shares; 2025Q3: 151,710 shares 151,710$27.7M12.95%+100Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,122 shares; 2025Q1: 12,295 shares; 2025Q2: 13,745 shares; 2025Q3: 13,757 shares 13,757$8.26M3.87%+12Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,470 shares; 2025Q1: 23,571 shares; 2025Q2: 23,576 shares; 2025Q3: 23,626 shares 23,626$6.94M3.25%+50Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,730 shares; 2025Q3: 36,895 shares 36,895$6.8M3.18%+1,165Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,790 shares; 2025Q1: 10,840 shares; 2025Q2: 10,840 shares; 2025Q3: 14,540 shares 14,540$6.5M3.04%+3,700Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,285 shares; 2025Q1: 5,285 shares; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares 5,335$6.4M2.99%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,004 shares; 2025Q1: 36,404 shares; 2025Q2: 36,404 shares; 2025Q3: 36,404 shares 36,404$5.49M2.57%0Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,806 shares; 2025Q1: 41,693 shares; 2025Q2: 41,528 shares; 2025Q3: 41,612 shares 41,612$5.07M2.37%+84Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205,200 shares; 2025Q1: 204,200 shares; 2025Q2: 203,200 shares; 2025Q3: 200,700 shares 200,700$4.93M2.31%-2,500Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,834 shares; 2025Q1: 33,877 shares; 2025Q2: 33,910 shares; 2025Q3: 33,724 shares 33,724$4.78M2.24%-186Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 970 shares; 2025Q1: 17,745 shares; 2025Q2: 18,870 shares; 2025Q3: 18,870 shares 18,870$4.43M2.08%0Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173,000 shares; 2025Q1: 176,000 shares; 2025Q2: 176,000 shares; 2025Q3: 259,000 shares 259,000$4.16M1.95%+83,000Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,000 shares 24,000$2.75M1.29%newTimeline
DPRODRAGANFLY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,357 shares; 2025Q1: 118,657 shares; 2025Q2: 200,657 shares; 2025Q3: 315,657 shares 315,657$2.57M1.2%+115,000Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,024 shares; 2025Q1: 72,024 shares; 2025Q2: 71,599 shares; 2025Q3: 19,950 shares 19,950$2.25M1.05%-51,649Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,300 shares; 2025Q1: 46,300 shares; 2025Q2: 46,300 shares; 2025Q3: 34,300 shares 34,300$2.05M0.96%-12,000Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: 8,161 shares; 2025Q3: 8,182 shares 8,182$2.02M0.95%+21Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,625 shares; 2025Q3: 11,125 shares 11,125$1.8M0.84%+1,500Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000$1.67M0.78%newTimeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,532 shares; 2025Q1: 17,532 shares; 2025Q2: 17,532 shares; 2025Q3: 17,532 shares 17,532$1.48M0.69%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,204 shares; 2025Q1: 1,451 shares; 2025Q2: 2,143 shares; 2025Q3: 2,395 shares 2,395$1.47M0.69%+252Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,500 shares; 2025Q1: 30,500 shares; 2025Q2: 30,870 shares; 2025Q3: 31,000 shares 31,000$1.15M0.54%+130Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,712 shares; 2025Q1: 3,712 shares; 2025Q2: 3,362 shares; 2025Q3: 3,862 shares 3,862$983K0.46%+500Timeline
UMACUNUSUAL MACHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 14,400 shares; 2025Q3: 62,000 shares 62,000$936K0.44%+47,600Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000$898K0.42%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares 3,021$887K0.42%0Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,908 shares; 2025Q1: 7,908 shares; 2025Q2: 8,008 shares; 2025Q3: 8,008 shares 8,008$885K0.41%0Timeline
DRSLEONARDO DRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,396 shares 18,396$835K0.39%newTimeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,650 shares 3,650$768K0.36%newTimeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares 6,000$720K0.34%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,586 shares 2,586$568K0.27%0Timeline
BAERBRIDGER AEROSPACE GRP HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 174,500 shares; 2025Q2: 174,500 shares; 2025Q3: 284,500 shares 284,500$526K0.25%+110,000Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares 550$425K0.2%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800$417K0.2%0Timeline
UAMYUNITED STATES ANTIMONY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,000 shares; 2025Q3: 66,000 shares 66,000$409K0.19%+30,000Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 2,150 shares 2,150$399K0.19%+250Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,000 shares; 2025Q3: 74,000 shares 74,000$361K0.17%+36,000Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,525 shares; 2025Q1: 1,895 shares; 2025Q2: 945 shares; 2025Q3: 945 shares 945$336K0.16%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,200 shares 2,200$321K0.15%+200Timeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 30,000 shares 30,000$310K0.15%+7,000Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,850 shares 1,850$284K0.13%+450Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,260 shares; 2025Q1: 2,265 shares; 2025Q2: 2,466 shares; 2025Q3: 2,470 shares 2,470$273K0.13%+4Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,650 shares 1,650$245K0.11%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 926 shares 926$225K0.11%newTimeline
MVISMICROVISION INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 179,000 shares; 2025Q2: 179,000 shares; 2025Q3: 176,500 shares 176,500$219K0.1%-2,500Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,748 shares; 2025Q1: 1,748 shares; 2025Q2: 1,748 shares; 2025Q3: 1,748 shares 1,748$216K0.1%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 766 shares; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 766 shares 766$216K0.1%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277 shares; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 277 shares 277$203K0.1%0Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,000 shares; 2025Q1: 43,240 shares; 2025Q2: 43,240 shares; 2025Q3: 43,240 shares 43,240$101K0.05%0Timeline
AISPAIRSHIP AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,500 shares; 2025Q1: 13,440 shares; 2025Q2: 13,440 shares; 2025Q3: 13,440 shares 13,440$69.5K0.03%0Timeline
POWWOUTDOOR HOLDING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 10,000 shares 10,000$14.8K0.01%-10,000Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BBAIBIGBEAR AI HLDGS INC265,640$1.8Mshares
CPRTCOPART INC34,520$1.69Mshares
VLOVALERO ENERGY CORP9,000$1.21Mshares
DVNDEVON ENERGY CORP NEW14,211$452Kshares
IWCISHARES TR2,000$255Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002051613-25-000008 base2025-10-20acceptance time not in the bulk data set