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KIECKHEFER GROUP LLC

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13F filer, CIK 2051613, MEQUON, WI

KIECKHEFER GROUP LLC reported $210,162,808 across 54 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-15. Its ten largest share positions make up 81.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002051613-26-000001

Period
2025-12-31
Reported value
$210M
Holdings
54
Top 10 weight
81.02%
New
6
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ISRGadded+9,472$5.36M
NFLXadded+53,465$5.01M
CATnew+2,200$1.26M
SOLSnew+25,362$1.23M
PLUGadded+456,760$900K

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
HPEexited-200,700-$4.93M
VRTreduced-7,650-$1.24M
DRSexited-18,396-$835K
HONexited-3,650-$768K
NVDAreduced-3,649-$681K

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, Q4 2025

Share positions as resolved from 13F-HR 0002051613-26-000001, largest first. % of portfolio is the value over $210,162,808, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 488,554 shares; 2025Q1: 480,923 shares; 2025Q2: 481,922 shares; 2025Q3: 482,237 shares; 2025Q4: 478,588 shares 478,588$89.3M42.47%-3,649Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,615 shares; 2025Q1: 151,610 shares; 2025Q2: 151,610 shares; 2025Q3: 151,710 shares; 2025Q4: 148,440 shares 148,440$26.4M12.55%-3,270Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,790 shares; 2025Q1: 10,840 shares; 2025Q2: 10,840 shares; 2025Q3: 14,540 shares; 2025Q4: 24,012 shares 24,012$13.6M6.47%+9,472Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,122 shares; 2025Q1: 12,295 shares; 2025Q2: 13,745 shares; 2025Q3: 13,757 shares; 2025Q4: 13,778 shares 13,778$8.46M4.03%+21Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,730 shares; 2025Q3: 36,895 shares; 2025Q4: 39,218 shares 39,218$6.78M3.23%+2,323Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,470 shares; 2025Q1: 23,571 shares; 2025Q2: 23,576 shares; 2025Q3: 23,626 shares; 2025Q4: 23,527 shares 23,527$6.57M3.12%-99Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,285 shares; 2025Q1: 5,285 shares; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 58,800 shares 58,800$5.51M2.62%+53,465Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,806 shares; 2025Q1: 41,693 shares; 2025Q2: 41,528 shares; 2025Q3: 41,612 shares; 2025Q4: 41,015 shares 41,015$4.97M2.37%-597Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,004 shares; 2025Q1: 36,404 shares; 2025Q2: 36,404 shares; 2025Q3: 36,404 shares; 2025Q4: 28,754 shares 28,754$4.66M2.22%-7,650Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,834 shares; 2025Q1: 33,877 shares; 2025Q2: 33,910 shares; 2025Q3: 33,724 shares; 2025Q4: 32,308 shares 32,308$4.07M1.94%-1,416Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 970 shares; 2025Q1: 17,745 shares; 2025Q2: 18,870 shares; 2025Q3: 18,870 shares; 2025Q4: 18,860 shares 18,860$3.67M1.74%-10Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173,000 shares; 2025Q1: 176,000 shares; 2025Q2: 176,000 shares; 2025Q3: 259,000 shares; 2025Q4: 254,000 shares 254,000$2.53M1.2%-5,000Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,000 shares; 2025Q4: 22,807 shares 22,807$2.41M1.14%-1,193Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,024 shares; 2025Q1: 72,024 shares; 2025Q2: 71,599 shares; 2025Q3: 19,950 shares; 2025Q4: 19,827 shares 19,827$2.39M1.14%-123Timeline
DPRODRAGANFLY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,357 shares; 2025Q1: 118,657 shares; 2025Q2: 200,657 shares; 2025Q3: 315,657 shares; 2025Q4: 313,157 shares 313,157$2.16M1.03%-2,500Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: 8,161 shares; 2025Q3: 8,182 shares; 2025Q4: 7,617 shares 7,617$1.93M0.92%-565Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$1.83M0.87%0Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,300 shares; 2025Q1: 46,300 shares; 2025Q2: 46,300 shares; 2025Q3: 34,300 shares; 2025Q4: 31,900 shares 31,900$1.83M0.87%-2,400Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,625 shares; 2025Q3: 11,125 shares; 2025Q4: 11,125 shares 11,125$1.77M0.84%0Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,532 shares; 2025Q1: 17,532 shares; 2025Q2: 17,532 shares; 2025Q3: 17,532 shares; 2025Q4: 17,532 shares 17,532$1.57M0.74%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,204 shares; 2025Q1: 1,451 shares; 2025Q2: 2,143 shares; 2025Q3: 2,395 shares; 2025Q4: 2,407 shares 2,407$1.51M0.72%+12Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares 2,200$1.26M0.6%newTimeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,362 shares 25,362$1.23M0.59%newTimeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,500 shares; 2025Q1: 30,500 shares; 2025Q2: 30,870 shares; 2025Q3: 31,000 shares; 2025Q4: 30,900 shares 30,900$1.1M0.52%-100Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000$1.03M0.49%0Timeline
PLUGPLUG PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,000 shares; 2025Q1: 43,240 shares; 2025Q2: 43,240 shares; 2025Q3: 43,240 shares; 2025Q4: 500,000 shares 500,000$985K0.47%+456,760Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,712 shares; 2025Q1: 3,712 shares; 2025Q2: 3,362 shares; 2025Q3: 3,862 shares; 2025Q4: 3,312 shares 3,312$900K0.43%-550Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000$891K0.42%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares 3,021$877K0.42%0Timeline
UMACUNUSUAL MACHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 14,400 shares; 2025Q3: 62,000 shares; 2025Q4: 60,000 shares 60,000$764K0.36%-2,000Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,908 shares; 2025Q1: 7,908 shares; 2025Q2: 8,008 shares; 2025Q3: 8,008 shares; 2025Q4: 6,497 shares 6,497$721K0.34%-1,511Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,586 shares; 2025Q4: 2,795 shares 2,795$645K0.31%+209Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550$451K0.21%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares 2,150$445K0.21%0Timeline
BAERBRIDGER AEROSPACE GRP HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 174,500 shares; 2025Q2: 174,500 shares; 2025Q3: 284,500 shares; 2025Q4: 240,366 shares 240,366$440K0.21%-44,134Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,700 shares 1,700$388K0.18%-100Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,525 shares; 2025Q1: 1,895 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares 945$375K0.18%0Timeline
UAMYUNITED STATES ANTIMONY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,000 shares; 2025Q3: 66,000 shares; 2025Q4: 66,000 shares 66,000$331K0.16%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277 shares; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 499 shares 499$329K0.16%+222Timeline
EXASEXACT SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000$305K0.14%newTimeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,000 shares; 2025Q3: 74,000 shares; 2025Q4: 74,000 shares 74,000$303K0.14%0Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,260 shares; 2025Q1: 2,265 shares; 2025Q2: 2,466 shares; 2025Q3: 2,470 shares; 2025Q4: 2,474 shares 2,474$277K0.13%+4Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,200 shares; 2025Q4: 2,100 shares 2,100$275K0.13%-100Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250$269K0.13%newTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850$265K0.13%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,650 shares; 2025Q4: 1,418 shares 1,418$228K0.11%-232Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 766 shares; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares 766$227K0.11%0Timeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 30,000 shares; 2025Q4: 28,500 shares 28,500$226K0.11%-1,500Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares 450$218K0.1%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,748 shares; 2025Q1: 1,748 shares; 2025Q2: 1,748 shares; 2025Q3: 1,748 shares; 2025Q4: 1,748 shares 1,748$205K0.1%0Timeline
ANGXANGEL STUDIOS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares 40,000$187K0.09%newTimeline
MVISMICROVISION INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 179,000 shares; 2025Q2: 179,000 shares; 2025Q3: 176,500 shares; 2025Q4: 126,000 shares 126,000$104K0.05%-50,500Timeline
AISPAIRSHIP AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,500 shares; 2025Q1: 13,440 shares; 2025Q2: 13,440 shares; 2025Q3: 13,440 shares; 2025Q4: 12,440 shares 12,440$36K0.02%-1,000Timeline
POWWOUTDOOR HOLDING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$17.1K0.01%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
HPEHEWLETT PACKARD ENTERPRISE C200,700$4.93Mshares
DRSLEONARDO DRS INC18,396$835Kshares
HONHONEYWELL INTL INC3,650$768Kshares
GOOGALPHABET INC926$225Kshares

How Q4 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 0002051613-26-000001 base2026-01-15acceptance time not in the bulk data set