Kieckhefer Group LLC Portfolio Holdings

Kieckhefer Group LLC

  • $214 Billion
  • Q3 2025

Kieckhefer Group LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $214 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $90B, Palantir Technologies Inc. with a value of $27.7B, Invesco Qqq Trust, Series 1 with a value of $8.26B, Vanguard Mid Cap Growth Index with a value of $6.94B, and Bwx Technologies, Inc. with a value of $6.8B.

Examining the 13F form we can see an increase of $29.2B in the current position value, from $184B to 214B.

Kieckhefer Group LLC is based out at Mequon, WI

Below you can find more details about Kieckhefer Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $214 Billion
Technology: $135 Billion
ETFs: $26.1 Billion
Industrials: $14.9 Billion
Healthcare: $8.1 Billion
Communication Services: $6.83 Billion
Energy: $6.68 Billion
Utilities: $4.77 Billion
Consumer Defensive: $2.33 Billion
Other: $2.46 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$174M
$219 Million 0.1% of portfolio
176,500
Q3 2025 Reduced 1.4%
$209M
$14.8 Million 0.01% of portfolio
10,000
Q3 2025 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $214 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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