—

KIECKHEFER GROUP LLC

Q2 2026 13F Holdings

  • Location
    mequon, WI
  • Num holdings

    65

  • Value ($000)

    $245,746

  • Date Filed
    07/21/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$96.29M
39 %

481,219

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$17.43M
7 %

149,355

D
DELL

DELL TECHNOLOGIES INC

CL C
24703L202
$13.65M
6 %

31,639

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$10.37M
4 %

14,083

V
VRT

VERTIV HOLDINGS CO

COM CL A
92537N108
$9.52M
4 %

28,429

B
BWXT

BWX TECHNOLOGIES INC

COM
05605H100
$7.67M
3 %

39,418

V
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
922908538
$7.21M
3 %

23,527

V
VIOG

VANGUARD ADMIRAL FDS INC

SMLCP 600 GRTH
921932794
$6.2M
3 %

40,429

I
ISRG

INTUITIVE SURGICAL INC

COM NEW
46120E602
$5.28M
2 %

13,268

---

CREDO TECHNOLOGY GROUP HOLDI

ORDINARY SHARES
G25457105
$4.34M
2 %

15,957

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 65