KIECKHEFER GROUP LLC: summary

KIECKHEFER GROUP LLC reported 62 positions with a reported value of $251.52M in its 13F for Q3 2026. Compared with Q2 2026: 4 new positions, 7 exited.

Top positions

• NVIDIA CORPORATION
• PALANTIR TECHNOLOGIES INC CL A
• DELL TECHNOLOGIES INC CL C
• INVSC QQQ TRUST SRS 1 ETF
• VERTIV HOLDINGS CO
• VANGUARD MORNINGSTAR MID-CAP GROWTH ETF
• BWX TECHNOLOGIES INC
• VANGUARD ADMIRAL FDS INC
• CREDO TECHNOLOGY GROUP
• ALPHABET INC CAP STK CL C