Kercheville Advisors, LLC Portfolio Holdings

Kercheville Advisors, LLC

  • $256 Million
  • Q4 2024

Kercheville Advisors, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $256 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $20.9M, Apple Inc. with a value of $18.9M, Nvidia Corp with a value of $16.3M, Netflix Inc with a value of $11.6M, and Costco Wholesale Corp with a value of $11.5M.

Examining the 13F form we can see an increase of $20.1M in the current position value, from $236M to 256M.

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

Portfolio value $256 Million
Technology: $61.5 Million
Communication Services: $40.7 Million
Energy: $36.4 Million
Consumer Cyclical: $34.2 Million
Financial Services: $21.4 Million
Consumer Defensive: $17.6 Million
ETFs: $17.2 Million
Basic Materials: $12.9 Million
Other: $14.6 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.96B
$7.93 Million 3.09% of portfolio
154,077
Q3 2024 Added 0.03%
$9.48B
$1.59 Million 0.62% of portfolio
103,500
Q4 2024 New
$2.55B
$1.44 Million 0.56% of portfolio
54,795
Q4 2024 New
$2.16B
$1.3 Million 0.51% of portfolio
7,000
Q2 2024 Reduced 7.89%
$8.67B
$1.15 Million 0.45% of portfolio
139,600
Q4 2024 Reduced 23.42%
$3.85B
$926,000 0.36% of portfolio
15,050
Q4 2024 Added 49.75%
$5.79B
$470,000 0.18% of portfolio
19,450
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $256 Million
  • Prior Value $236 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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