Filed: 10/22/2025ACC: 0002085853-25-000135
📋 What this filing means
KERCHEVILLE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $330.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$330.97M
Total AUM (reported)
4.22M
Total Shares
Allocation by class
COM$198.49M60.0%
CL A$21.30M6.4%
CAP STK CL C$14.09M4.3%
COM NEW$13.27M4.0%
GOLD MINERS ETF$12.79M3.9%
JUNIOR GOLD MINE$10.55M3.2%
CAP STK CL A$7.93M2.4%
Portfolio Concentration
Top 3$60.07M18.1%
4–10$95.89M29.0%
11–25$101.84M30.8%
Rest$73.18M22.1%
Top 3 weight
18.1%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 4.22M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.22M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole106
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings106
Rows:
NVIDIA CORPORATION
SOLEShares113.31K
TypeSH
Market value$21.14M
6.39%
Sole
0.00
Shared
0.00
None
113.31K
AMAZON COM INC
SOLEShares93.96K
TypeSH
Market value$20.63M
6.23%
Sole
0.00
Shared
0.00
None
93.96K
AGNICO EAGLE MINES LTD
SOLEShares108.54K
TypeSH
Market value$18.30M
5.53%
Sole
0.00
Shared
0.00
None
108.54K
APPLE INC
SOLEShares71.04K
TypeSH
Market value$18.09M
5.47%
Sole
0.00
Shared
0.00
None
71.04K
META PLATFORMS INC
SOLEShares19.87K
TypeSH
Market value$14.59M
4.41%
Sole
0.00
Shared
0.00
None
19.87K
ALPHABET INC
SOLEShares57.86K
TypeSH
Market value$14.09M
4.26%
Sole
0.00
Shared
0.00
None
57.86K
CELSIUS HLDGS INC
SOLEShares222.79K
TypeSH
Market value$12.81M
3.87%
Sole
0.00
Shared
0.00
None
222.79K
VANECK ETF TRUST
SOLEShares167.39K
TypeSH
Market value$12.79M
3.86%
Sole
0.00
Shared
0.00
None
167.39K
NETFLIX INC
SOLEShares9.94K
TypeSH
Market value$11.92M
3.60%
Sole
0.00
Shared
0.00
None
9.94K
COSTCO WHSL CORP NEW
SOLEShares12.53K
TypeSH
Market value$11.60M
3.50%
Sole
0.00
Shared
0.00
None
12.53K
MICROSOFT CORP
SOLEShares21.93K
TypeSH
Market value$11.36M
3.43%
Sole
0.00
Shared
0.00
None
21.93K
VANECK ETF TRUST
SOLEShares106.54K
TypeSH
Market value$10.55M
3.19%
Sole
0.00
Shared
0.00
None
106.54K
BLACKSTONE INC
SOLEShares54.59K
TypeSH
Market value$9.33M
2.82%
Sole
0.00
Shared
0.00
None
54.59K
ALPHABET INC
SOLEShares32.62K
TypeSH
Market value$7.93M
2.40%
Sole
0.00
Shared
0.00
None
32.62K
SUNOCO LP/SUNOCO FIN CORP
SOLEShares154.08K
TypeSH
Market value$7.71M
2.33%
Sole
0.00
Shared
0.00
None
154.08K
TESLA INC
SOLEShares15.75K
TypeSH
Market value$7.00M
2.12%
Sole
0.00
Shared
0.00
None
15.75K
SOFI TECHNOLOGIES INC
SOLEShares262.79K
TypeSH
Market value$6.94M
2.10%
Sole
0.00
Shared
0.00
None
262.79K
MPLX LP
SOLEShares134.79K
TypeSH
Market value$6.73M
2.03%
Sole
0.00
Shared
0.00
None
134.79K
EXXON MOBIL CORP
SOLEShares59.12K
TypeSH
Market value$6.67M
2.01%
Sole
0.00
Shared
0.00
None
59.12K
WALMART INC
SOLEShares55.99K
TypeSH
Market value$5.77M
1.74%
Sole
0.00
Shared
0.00
None
55.99K
HESS MIDSTREAM LP
SOLEShares155.30K
TypeSH
Market value$5.37M
1.62%
Sole
0.00
Shared
0.00
None
155.30K
PALANTIR TECHNOLOGIES INC
SOLEShares28.07K
TypeSH
Market value$5.12M
1.55%
Sole
0.00
Shared
0.00
None
28.07K
UBER TECHNOLOGIES INC
SOLEShares42.74K
TypeSH
Market value$4.19M
1.27%
Sole
0.00
Shared
0.00
None
42.74K
CAMECO CORP
SOLEShares44.74K
TypeSH
Market value$3.75M
1.13%
Sole
0.00
Shared
0.00
None
44.74K
STARBUCKS CORP
SOLEShares40.52K
TypeSH
Market value$3.43M
1.04%
Sole
0.00
Shared
0.00
None
40.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 113.31K | SH | $21.14M 6.39% | 0.00 | 0.00 | 113.31K |
AMAZON COM INCSOLE | COM | 93.96K | SH | $20.63M 6.23% | 0.00 | 0.00 | 93.96K |
AGNICO EAGLE MINES LTDSOLE | COM | 108.54K | SH | $18.30M 5.53% | 0.00 | 0.00 | 108.54K |
APPLE INCSOLE | COM | 71.04K | SH | $18.09M 5.47% | 0.00 | 0.00 | 71.04K |
META PLATFORMS INCSOLE | CL A | 19.87K | SH | $14.59M 4.41% | 0.00 | 0.00 | 19.87K |
ALPHABET INCSOLE | CAP STK CL C | 57.86K | SH | $14.09M 4.26% | 0.00 | 0.00 | 57.86K |
CELSIUS HLDGS INCSOLE | COM NEW | 222.79K | SH | $12.81M 3.87% | 0.00 | 0.00 | 222.79K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 167.39K | SH | $12.79M 3.86% | 0.00 | 0.00 | 167.39K |
NETFLIX INCSOLE | COM | 9.94K | SH | $11.92M 3.60% | 0.00 | 0.00 | 9.94K |
COSTCO WHSL CORP NEWSOLE | COM | 12.53K | SH | $11.60M 3.50% | 0.00 | 0.00 | 12.53K |
MICROSOFT CORPSOLE | COM | 21.93K | SH | $11.36M 3.43% | 0.00 | 0.00 | 21.93K |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 106.54K | SH | $10.55M 3.19% | 0.00 | 0.00 | 106.54K |
BLACKSTONE INCSOLE | COM | 54.59K | SH | $9.33M 2.82% | 0.00 | 0.00 | 54.59K |
ALPHABET INCSOLE | CAP STK CL A | 32.62K | SH | $7.93M 2.40% | 0.00 | 0.00 | 32.62K |
SUNOCO LP/SUNOCO FIN CORPSOLE | COM UT REP LP | 154.08K | SH | $7.71M 2.33% | 0.00 | 0.00 | 154.08K |
TESLA INCSOLE | COM | 15.75K | SH | $7.00M 2.12% | 0.00 | 0.00 | 15.75K |
SOFI TECHNOLOGIES INCSOLE | COM | 262.79K | SH | $6.94M 2.10% | 0.00 | 0.00 | 262.79K |
MPLX LPSOLE | COM UNIT REP LTD | 134.79K | SH | $6.73M 2.03% | 0.00 | 0.00 | 134.79K |
EXXON MOBIL CORPSOLE | COM | 59.12K | SH | $6.67M 2.01% | 0.00 | 0.00 | 59.12K |
WALMART INCSOLE | COM | 55.99K | SH | $5.77M 1.74% | 0.00 | 0.00 | 55.99K |
HESS MIDSTREAM LPSOLE | CL A SHS | 155.30K | SH | $5.37M 1.62% | 0.00 | 0.00 | 155.30K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 28.07K | SH | $5.12M 1.55% | 0.00 | 0.00 | 28.07K |
UBER TECHNOLOGIES INCSOLE | COM | 42.74K | SH | $4.19M 1.27% | 0.00 | 0.00 | 42.74K |
CAMECO CORPSOLE | COM | 44.74K | SH | $3.75M 1.13% | 0.00 | 0.00 | 44.74K |
STARBUCKS CORPSOLE | COM | 40.52K | SH | $3.43M 1.04% | 0.00 | 0.00 | 40.52K |
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