Kercheville Advisors, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$381.7B
Holdings
117
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (117 positions)
| Stock | Value |
|---|---|
AEMAGNICO EAGLE MINES LTD | $22.6B |
AMZNAMAZON COM INC | $22.5B |
NVDANVIDIA CORPORATION | $21.4B |
GOOGALPHABET INC | $19.3B |
AAPLAPPLE INC | $17.5B |
GDXVANECK ETF TRUST | $15.3B |
CELHCELSIUS HLDGS INC | $13.5B |
METAMETA PLATFORMS INC | $13.3B |
GDXJVANECK ETF TRUST | $13.1B |
COSTCOSTCO WHSL CORP NEW | $11.9B |
GOOGLALPHABET INC | $10.4B |
SUNSUNOCO LP/SUNOCO FIN CORP | $8.8B |
TSLATESLA INC | $8.3B |
XOMEXXON MOBIL CORP | $8.2B |
MSFTMICROSOFT CORP | $7.8B |
NFLXNETFLIX INC | $7.6B |
MPLXMPLX LP | $7.3B |
WMTWALMART INC | $7.2B |
BEBLOOM ENERGY CORP | $7.0B |
CCOCAMECO CORP | $6.1B |
PLTRPALANTIR TECHNOLOGIES INC | $5.6B |
LUVSOUTHWEST AIRLS CO | $5.5B |
SOFISOFI TECHNOLOGIES INC | $5.5B |
AMDADVANCED MICRO DEVICES INC | $5.3B |
BXBLACKSTONE INC | $5.2B |
GEVGE VERNOVA INC | $5.2B |
SLVISHARES SILVER TR | $5.0B |
IBRXIMMUNITYBIO INC | $4.3B |
LLYELI LILLY & CO | $4.1B |
BABAALIBABA GROUP HLDG LTD | $3.8B |
AGIALAMOS GOLD INC NEW | $3.6B |
GQ9SPDR GOLD TR | $3.5B |
UBERUBER TECHNOLOGIES INC | $3.3B |
SBUXSTARBUCKS CORP | $3.2B |
MUMICRON TECHNOLOGY INC | $3.2B |
BIDUNBAIDU INC | $3.0B |
SNPSSYNOPSYS INC | $2.5B |
U6ZURANIUM ENERGY CORP | $2.4B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.4B |
XBISPDR SERIES TRUST | $2.3B |
IEIVANHOE ELECTRIC INC | $2.2B |
IBITISHARES BITCOIN TRUST ETF | $2.1B |
JPMJPMORGAN CHASE & CO. | $1.9B |
CATCATERPILLAR INC | $1.9B |
CAVACAVA GROUP INC | $1.8B |
UTGREAVES UTIL INCOME FD | $1.8B |
SLBSLB LIMITED | $1.7B |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $1.6B |
MCDMCDONALDS CORP | $1.6B |
BABOEING CO | $1.5B |
CVXCHEVRON CORP NEW | $1.5B |
LVSLAS VEGAS SANDS CORP | $1.4B |
EPDENTERPRISE PRODS PARTNERS L | $1.4B |
PYLDPIMCO ETF TR | $1.2B |
JPXAEROVIRONMENT INC | $1.2B |
HDHOME DEPOT INC | $1.2B |
ETENERGY TRANSFER L P | $1.2B |
ALGALAMO GROUP INC | $1.2B |
NADNUVEEN QUALITY MUNCP INCOME | $1.1B |
DEDEERE & CO | $1.1B |
CSCOCISCO SYS INC | $1.0B |
SHOPSHOPIFY INC | $1.0B |
DELLDELL TECHNOLOGIES INC | $1.0B |
TYGTORTOISE ENERGY INFRA CORP | $971.0M |
USARUSA RARE EARTH INC | $844.0M |
VIKVIKING HOLDINGS LTD | $766.0M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $726.0M |
AVGOBROADCOM INC | $712.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $671.0M |
FTAIFTAI AVIATION LTD | $645.0M |
UPSUNITED PARCEL SERVICE INC | $594.0M |
XLUSELECT SECTOR SPDR TR | $555.0M |
KGCKINROSS GOLD CORP | $490.0M |
TRVCCITIGROUP INC | $490.0M |
FNVFRANCO NEV CORP | $485.0M |
WESWESTERN MIDSTREAM PARTNERS L | $465.0M |
STLDSTEEL DYNAMICS INC | $461.0M |
NVGNUVEEN AMT FREE MUN CR INC F | $461.0M |
APHAMPHENOL CORP NEW | $457.0M |
GSGOLDMAN SACHS GROUP INC | $453.0M |
AKAMAKAMAI TECHNOLOGIES INC | $451.0M |
TTTRANE TECHNOLOGIES PLC | $450.0M |
TEITEMPLETON EMERGING MKTS INCO | $420.0M |
MRKMERCK & CO INC | $414.0M |
GRMNGARMIN LTD | $412.0M |
NVONOVO-NORDISK A S | $392.0M |
AMLPALPS ETF TR | $384.0M |
SHAKSHAKE SHACK INC | $370.0M |
TAT&T INC | $339.0M |
VVISA INC | $339.0M |
ABBVABBVIE INC | $319.0M |
GEGE AEROSPACE | $309.0M |
INTCINTEL CORP | $289.0M |
MOALTRIA GROUP INC | $269.0M |
MUXMCEWEN INC. | $261.0M |
ISRGINTUITIVE SURGICAL INC | $260.0M |
CRWDCROWDSTRIKE HLDGS INC | $254.0M |
DJANFIRST TR EXCHNG TRADED FD VI | $248.0M |
BKRBAKER HUGHES COMPANY | $245.0M |
UPSTUPSTART HLDGS INC | $231.0M |
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