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KIECKHEFER GROUP LLC

Q1 2026 13F Holdings

  • Location
    mequon, WI
  • Num holdings

    58

  • Value ($000)

    $211,678

  • Date Filed
    04/21/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$83.91M
40 %

481,130

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$21.72M
10 %

148,505

I
ISRG

INTUITIVE SURGICAL INC

COM NEW
46120E602
$11M
5 %

23,862

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$8.07M
4 %

13,983

B
BWXT

BWX TECHNOLOGIES INC

COM
05605H100
$8.06M
4 %

39,418

V
VRT

VERTIV HOLDINGS CO

COM CL A
92537N108
$7.2M
3 %

28,729

V
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
922908538
$6.05M
3 %

23,527

N
NFLX

NETFLIX INC.

COM
64110L106
$5.68M
3 %

59,050

D
DELL

DELL TECHNOLOGIES INC

CL C
24703L202
$5.25M
3 %

31,957

L
LNG

CHENIERE ENERGY INC

COM NEW
16411R208
$5.2M
3 %

18,310

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