Kercheville Advisors, LLC

CIK 0001890748 · SAN ANTONIO, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Kercheville Advisors, LLC reported 108 positions worth $328.4M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: NVDA (6.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$328.4M
2026 Q2
Positions
108
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.7%
Est. Net Flow (Q)
2026 Q2
10 / 108 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$22.2M6.77%111,087
2AMZNAMAZON COM INCSH$21.7M6.61%91,063
3AAPLAPPLE INCSH$20.2M6.14%69,676
4GOOGALPHABET INCSH$19.0M5.79%53,782
5AEMAGNICO EAGLE MINES LTDSH$12.7M3.87%81,877
6COSTCOSTCO WHOLESALE CORPORATIONSH$11.4M3.47%12,171
7SUNSUNOCO LP/SUNOCO FIN CORPSH$10.7M3.27%159,086
8AMDADVANCED MICRO DEVICES INCSH$9.9M3.02%17,100
9GEVGE VERNOVA INCSH$9.6M2.91%8,130
10GOOGLALPHABET INCSH$9.3M2.82%25,952

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Kercheville Advisors, LLC hold as of Q2 2026?

Kercheville Advisors, LLC reported 108 positions worth $328.4M in its Q2 2026 13F filing. Largest positions: NVDA (6.8%), AMZN (6.6%), AAPL (6.1%), GOOG (5.8%) and AEM (3.9%).

What did Kercheville Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Kercheville Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.