Filed: 1/29/2026ACC: 0002085853-26-000140
📋 What this filing means
KERCHEVILLE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $381.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$381.71M
Total AUM (reported)
4.31M
Total Shares
Allocation by class
COM$224.16M58.7%
CL A$20.97M5.5%
CAP STK CL C$19.31M5.1%
GOLD MINERS ETF$15.33M4.0%
COM NEW$15.03M3.9%
JUNIOR GOLD MINE$13.06M3.4%
COM CL A$10.96M2.9%
Portfolio Concentration
Top 3$66.53M17.4%
4–10$103.88M27.2%
11–25$105.79M27.7%
Rest$105.50M27.6%
Top 3 weight
17.4%
Top 10 weight
44.6%
Voting Authority Distribution
Total shares with voting rights: 4.31M
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
4.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole117
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings117
Rows:
AGNICO EAGLE MINES LTD
SOLEShares105.83K
TypeSH
Market value$22.61M
5.92%
Sole
0.00
Shared
0.00
None
105.83K
AMAZON COM INC
SOLEShares95.90K
TypeSH
Market value$22.47M
5.89%
Sole
0.00
Shared
0.00
None
95.90K
NVIDIA CORPORATION
SOLEShares116.03K
TypeSH
Market value$21.45M
5.62%
Sole
0.00
Shared
0.00
None
116.03K
ALPHABET INC
SOLEShares58.37K
TypeSH
Market value$19.31M
5.06%
Sole
0.00
Shared
0.00
None
58.37K
APPLE INC
SOLEShares70.55K
TypeSH
Market value$17.52M
4.59%
Sole
0.00
Shared
0.00
None
70.55K
VANECK ETF TRUST
SOLEShares145.72K
TypeSH
Market value$15.33M
4.02%
Sole
0.00
Shared
0.00
None
145.72K
CELSIUS HLDGS INC
SOLEShares243.99K
TypeSH
Market value$13.48M
3.53%
Sole
0.00
Shared
0.00
None
243.99K
META PLATFORMS INC
SOLEShares20.51K
TypeSH
Market value$13.28M
3.48%
Sole
0.00
Shared
0.00
None
20.51K
VANECK ETF TRUST
SOLEShares91.89K
TypeSH
Market value$13.06M
3.42%
Sole
0.00
Shared
0.00
None
91.89K
COSTCO WHSL CORP NEW
SOLEShares12.20K
TypeSH
Market value$11.91M
3.12%
Sole
0.00
Shared
0.00
None
12.20K
ALPHABET INC
SOLEShares31.40K
TypeSH
Market value$10.38M
2.72%
Sole
0.00
Shared
0.00
None
31.40K
SUNOCO LP/SUNOCO FIN CORP
SOLEShares154.08K
TypeSH
Market value$8.78M
2.30%
Sole
0.00
Shared
0.00
None
154.08K
TESLA INC
SOLEShares18.36K
TypeSH
Market value$8.25M
2.16%
Sole
0.00
Shared
0.00
None
18.36K
EXXON MOBIL CORP
SOLEShares61.67K
TypeSH
Market value$8.24M
2.16%
Sole
0.00
Shared
0.00
None
61.67K
MICROSOFT CORP
SOLEShares17.22K
TypeSH
Market value$7.77M
2.03%
Sole
0.00
Shared
0.00
None
17.22K
NETFLIX INC
SOLEShares91.10K
TypeSH
Market value$7.61M
1.99%
Sole
0.00
Shared
0.00
None
91.10K
MPLX LP
SOLEShares131.34K
TypeSH
Market value$7.30M
1.91%
Sole
0.00
Shared
0.00
None
131.34K
WALMART INC
SOLEShares61.23K
TypeSH
Market value$7.21M
1.89%
Sole
0.00
Shared
0.00
None
61.23K
BLOOM ENERGY CORP
SOLEShares48.22K
TypeSH
Market value$7.02M
1.84%
Sole
0.00
Shared
0.00
None
48.22K
CAMECO CORP
SOLEShares50.04K
TypeSH
Market value$6.10M
1.60%
Sole
0.00
Shared
0.00
None
50.04K
PALANTIR TECHNOLOGIES INC
SOLEShares33.99K
TypeSH
Market value$5.64M
1.48%
Sole
0.00
Shared
0.00
None
33.99K
SOUTHWEST AIRLS CO
SOLEShares129.52K
TypeSH
Market value$5.50M
1.44%
Sole
0.00
Shared
0.00
None
129.52K
SOFI TECHNOLOGIES INC
SOLEShares209.97K
TypeSH
Market value$5.48M
1.44%
Sole
0.00
Shared
0.00
None
209.97K
ADVANCED MICRO DEVICES INC
SOLEShares20.76K
TypeSH
Market value$5.27M
1.38%
Sole
0.00
Shared
0.00
None
20.76K
BLACKSTONE INC
SOLEShares33.85K
TypeSH
Market value$5.24M
1.37%
Sole
0.00
Shared
0.00
None
33.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AGNICO EAGLE MINES LTDSOLE | COM | 105.83K | SH | $22.61M 5.92% | 0.00 | 0.00 | 105.83K |
AMAZON COM INCSOLE | COM | 95.90K | SH | $22.47M 5.89% | 0.00 | 0.00 | 95.90K |
NVIDIA CORPORATIONSOLE | COM | 116.03K | SH | $21.45M 5.62% | 0.00 | 0.00 | 116.03K |
ALPHABET INCSOLE | CAP STK CL C | 58.37K | SH | $19.31M 5.06% | 0.00 | 0.00 | 58.37K |
APPLE INCSOLE | COM | 70.55K | SH | $17.52M 4.59% | 0.00 | 0.00 | 70.55K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 145.72K | SH | $15.33M 4.02% | 0.00 | 0.00 | 145.72K |
CELSIUS HLDGS INCSOLE | COM NEW | 243.99K | SH | $13.48M 3.53% | 0.00 | 0.00 | 243.99K |
META PLATFORMS INCSOLE | CL A | 20.51K | SH | $13.28M 3.48% | 0.00 | 0.00 | 20.51K |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 91.89K | SH | $13.06M 3.42% | 0.00 | 0.00 | 91.89K |
COSTCO WHSL CORP NEWSOLE | COM | 12.20K | SH | $11.91M 3.12% | 0.00 | 0.00 | 12.20K |
ALPHABET INCSOLE | CAP STK CL A | 31.40K | SH | $10.38M 2.72% | 0.00 | 0.00 | 31.40K |
SUNOCO LP/SUNOCO FIN CORPSOLE | COM UT REP LP | 154.08K | SH | $8.78M 2.30% | 0.00 | 0.00 | 154.08K |
TESLA INCSOLE | COM | 18.36K | SH | $8.25M 2.16% | 0.00 | 0.00 | 18.36K |
EXXON MOBIL CORPSOLE | COM | 61.67K | SH | $8.24M 2.16% | 0.00 | 0.00 | 61.67K |
MICROSOFT CORPSOLE | COM | 17.22K | SH | $7.77M 2.03% | 0.00 | 0.00 | 17.22K |
NETFLIX INCSOLE | COM | 91.10K | SH | $7.61M 1.99% | 0.00 | 0.00 | 91.10K |
MPLX LPSOLE | COM UNIT REP LTD | 131.34K | SH | $7.30M 1.91% | 0.00 | 0.00 | 131.34K |
WALMART INCSOLE | COM | 61.23K | SH | $7.21M 1.89% | 0.00 | 0.00 | 61.23K |
BLOOM ENERGY CORPSOLE | COM CL A | 48.22K | SH | $7.02M 1.84% | 0.00 | 0.00 | 48.22K |
CAMECO CORPSOLE | COM | 50.04K | SH | $6.10M 1.60% | 0.00 | 0.00 | 50.04K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 33.99K | SH | $5.64M 1.48% | 0.00 | 0.00 | 33.99K |
SOUTHWEST AIRLS COSOLE | COM | 129.52K | SH | $5.50M 1.44% | 0.00 | 0.00 | 129.52K |
SOFI TECHNOLOGIES INCSOLE | COM | 209.97K | SH | $5.48M 1.44% | 0.00 | 0.00 | 209.97K |
ADVANCED MICRO DEVICES INCSOLE | COM | 20.76K | SH | $5.27M 1.38% | 0.00 | 0.00 | 20.76K |
BLACKSTONE INCSOLE | COM | 33.85K | SH | $5.24M 1.37% | 0.00 | 0.00 | 33.85K |
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