Kercheville Advisors, LLC Portfolio Holdings

Kercheville Advisors, LLC

  • $245 Million
  • Q1 2025

Kercheville Advisors, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $245 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $17.5M, Apple Inc. with a value of $16.1M, Agnico Eagle Mines LTD with a value of $12.8M, Costco Wholesale Corp with a value of $11.8M, and Meta Platforms, Inc. with a value of $10.2M.

Examining the 13F form we can see an decrease of $11.6M in the current position value, from $256M to 245M.

Below you can find more details about Kercheville Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $245 Million
Technology: $46 Million
Energy: $40.2 Million
Communication Services: $35.3 Million
Consumer Cyclical: $32 Million
ETFs: $20.7 Million
Financial Services: $19.1 Million
Consumer Defensive: $18.1 Million
Basic Materials: $17.5 Million
Other: $15.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.76T
$17.5 Million 7.15% of portfolio
91,985
Q1 2025 Reduced 3.36%
$3.17T
$16.1 Million 6.57% of portfolio
72,460
Q1 2025 Reduced 4.06%
$55.3B
$12.8 Million 5.21% of portfolio
117,667
Q1 2025 Added 2.67%
$440B
$11.8 Million 4.82% of portfolio
12,484
Q1 2025 Reduced 0.76%
$1.17T
$10.2 Million 4.16% of portfolio
17,667
Q1 2025 Reduced 7.03%
$253B
$9.9 Million 4.04% of portfolio
91,374
Q1 2025 Reduced 24.89%
$50.9B
$9.11 Million 3.72% of portfolio
170,263
Q1 2025 Added 2.31%
$933B
$8.95 Million 3.66% of portfolio
57,312
Q1 2025 Reduced 3.69%
$4.6B
$8.95 Million 3.65% of portfolio
154,078
Q1 2025 Added 0.0%
$433B
$8.78 Million 3.59% of portfolio
9,420
Q1 2025 Reduced 27.57%
$1.61B
$8.41 Million 3.43% of portfolio
198,769
Q1 2025 Added 0.51%
$2.74T
$7.69 Million 3.14% of portfolio
20,496
Q1 2025 Reduced 19.09%
$446B
$7.56 Million 3.09% of portfolio
63,586
Q1 2025 Added 3.78%
$798B
$7.14 Million 2.92% of portfolio
8,648
Q1 2025 Added 5.3%
$92.5B
$6.04 Million 2.47% of portfolio
43,230
Q1 2025 Reduced 4.92%
$931B
$5.17 Million 2.11% of portfolio
33,431
Q1 2025 Reduced 3.19%
$149B
$4.27 Million 1.74% of portfolio
58,620
Q1 2025 Added 2.91%
$253B
$4.26 Million 1.74% of portfolio
48,557
Q1 2025 Added 14.71%
$288B
$4.08 Million 1.67% of portfolio
30,871
Q1 2025 New
$53.3B
$2.97 Million 1.21% of portfolio
159,850
Q1 2025 Added 16.55%
$11.5B
$2.72 Million 1.11% of portfolio
101,750
Q1 2025 Reduced 4.5%
$762B
$2.72 Million 1.11% of portfolio
10,487
Q1 2025 Added 13.74%
$687B
$2.67 Million 1.09% of portfolio
5,019
Q1 2025 Added 2.55%
$40.4B
$2.57 Million 1.05% of portfolio
16,060
Q1 2025 Reduced 28.09%
$14.7B
$2.4 Million 0.98% of portfolio
71,620
Q1 2025 Reduced 5.79%
$229B
$2.15 Million 0.88% of portfolio
6,898
Q1 2025 Added 18.97%
$2.82B
$1.79 Million 0.73% of portfolio
50,141
Q1 2025 Reduced 8.49%
$0
$1.47 Million 0.6% of portfolio
131,097
Q1 2025 Added 5.67%
$174B
$1.46 Million 0.6% of portfolio
2,675
Q1 2025 Added 8.08%
$28.5B
$1.39 Million 0.57% of portfolio
15,050
Q1 2025 New
$229B
$1.34 Million 0.55% of portfolio
21,689
Q1 2025 Added 68.28%
$10.5B
$1.27 Million 0.52% of portfolio
86,100
Q1 2025 Reduced 38.32%
$22B
$1.24 Million 0.51% of portfolio
13,652
Q1 2025 Reduced 6.83%
$2.03B
$1.25 Million 0.51% of portfolio
7,000
Q2 2024 Reduced 7.89%
$363B
$1.23 Million 0.5% of portfolio
3,350
Q4 2024 Added 1.21%
$184B
$1.21 Million 0.5% of portfolio
14,375
Q1 2025 Reduced 46.63%
$0
$1.16 Million 0.47% of portfolio
35,537
Q1 2025 Added 21.9%
$0
$1.08 Million 0.44% of portfolio
93,505
Q1 2025 Added 0.04%
$72B
$1.04 Million 0.43% of portfolio
7,100
Q1 2025 New
$74.8B
$988,000 0.4% of portfolio
11,375
Q1 2025 Reduced 46.28%
$14.4B
$985,000 0.4% of portfolio
10,850
Q1 2025 Reduced 24.39%
$136B
$938,000 0.38% of portfolio
2,000
Q3 2024 Reduced 23.08%
$98.5B
$883,000 0.36% of portfolio
9,255
Q1 2025 Added 4.52%
$155B
$861,000 0.35% of portfolio
2,612
Q1 2025 Added 4.48%
$467B
$798,000 0.33% of portfolio
1
Q4 2020 New
$3.25B
$690,000 0.28% of portfolio
15,000
Q1 2025 Reduced 0.33%
$17.8B
$687,000 0.28% of portfolio
16,709
Q1 2025 Reduced 11.63%
$171B
$656,000 0.27% of portfolio
1,325
Q1 2025 Added 23.83%
$0
$598,000 0.24% of portfolio
13,901
Q1 2025 Added 21.55%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $245 Million
  • Prior Value $256 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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