KIECKHEFER GROUP LLC

Q2 2025 13F Holdings

  • Location
    mequon, WI
  • Num holdings

    50

  • Value ($000)

    $184,443

  • Date Filed
    07/14/2025
  • Form type
    13F-HR
  • CIK
    0002051613
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORP

COM
67066G104
$76.14M
41 %

481,922

PLTR
PLTR

PALANTIR TECHNOLOGIES IN

COM
69608A108
$20.67M
11 %

151,610

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$7.72M
4 %

71,599

NDQ
NDQ

INVESCO QQQ TRUST

UIE
46090E103
$7.58M
4 %

13,745

NFLX
NFLX

NETFLIX INC

COM
64110L106
$7.14M
4 %

5,335

VOT
VOT

VANGUARD MID CAP GROWTH

UIE
922908538
$6.70M
4 %

23,576

ISRG
ISRG

INTUITIVE SURGICAL INC

COM
46120E602
$5.89M
3 %

10,840

BWXT
BWXT

BWX TECHNOLOGIES INC

COM
05605H100
$5.15M
3 %

35,730

VIOG
VIOG

VANGUARD S&P SMALL CAP

UIE
921932794
$4.75M
3 %

41,528

VRT
VRT

VERTIV HLDGS CO

COM
92537N108
$4.67M
3 %

36,404

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