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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.6B
$8.95 Million 3.65% of portfolio
154,078
Q1 2025 Added 0.0%
$2.82B
$1.79 Million 0.73% of portfolio
50,141
Q1 2025 Reduced 8.49%
$2.03B
$1.25 Million 0.51% of portfolio
7,000
Q2 2024 Reduced 7.89%
$3.25B
$690,000 0.28% of portfolio
15,000
Q1 2025 Reduced 0.33%
$5.1B
$215,000 0.09% of portfolio
6,000
Q1 2025 New
$3.66B
$31,000 0.01% of portfolio
11,000
Q1 2025 New

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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