Filed: 4/20/2026ACC: 0002085853-26-000413
📋 What this filing means
KERCHEVILLE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $312.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$312.66M
Total AUM (reported)
3.70M
Total Shares
Allocation by class
COM$199.74M63.9%
CAP STK CL C$15.65M5.0%
CL A$14.84M4.7%
GOLD MINERS ETF$11.91M3.8%
JUNIOR GOLD MINE$10.25M3.3%
COM UT REP LP$10.01M3.2%
COM CL A$8.08M2.6%
Portfolio Concentration
Top 3$59.99M19.2%
4–10$88.66M28.4%
11–25$91.32M29.2%
Rest$72.69M23.2%
Top 3 weight
19.2%
Top 10 weight
47.5%
Voting Authority Distribution
Total shares with voting rights: 3.70M
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
3.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole106
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings106
Rows:
AGNICO EAGLE MINES LTD
SOLEShares103.57K
TypeSH
Market value$21.02M
6.72%
Sole
0.00
Shared
0.00
None
103.57K
NVIDIA CORPORATION
SOLEShares114.23K
TypeSH
Market value$19.92M
6.37%
Sole
0.00
Shared
0.00
None
114.23K
AMAZON COM INC
SOLEShares91.45K
TypeSH
Market value$19.05M
6.09%
Sole
0.00
Shared
0.00
None
91.45K
APPLE INC
SOLEShares70.14K
TypeSH
Market value$17.80M
5.69%
Sole
0.00
Shared
0.00
None
70.14K
ALPHABET INC
SOLEShares54.54K
TypeSH
Market value$15.65M
5.00%
Sole
0.00
Shared
0.00
None
54.54K
COSTCO WHOLESALE CORPORATION
SOLEShares12.48K
TypeSH
Market value$12.44M
3.98%
Sole
0.00
Shared
0.00
None
12.48K
VANECK ETF TRUST
SOLEShares129.81K
TypeSH
Market value$11.91M
3.81%
Sole
0.00
Shared
0.00
None
129.81K
EXXON MOBIL CORP
SOLEShares62.36K
TypeSH
Market value$10.58M
3.38%
Sole
0.00
Shared
0.00
None
62.36K
VANECK ETF TRUST
SOLEShares85.37K
TypeSH
Market value$10.25M
3.28%
Sole
0.00
Shared
0.00
None
85.37K
META PLATFORMS INC
SOLEShares17.54K
TypeSH
Market value$10.04M
3.21%
Sole
0.00
Shared
0.00
None
17.54K
SUNOCO LP/SUNOCO FIN CORP
SOLEShares154.09K
TypeSH
Market value$10.01M
3.20%
Sole
0.00
Shared
0.00
None
154.09K
NETFLIX INC.
SOLEShares84.39K
TypeSH
Market value$8.11M
2.60%
Sole
0.00
Shared
0.00
None
84.39K
WALMART INC
SOLEShares63.54K
TypeSH
Market value$7.90M
2.53%
Sole
0.00
Shared
0.00
None
63.54K
ALPHABET INC
SOLEShares27.05K
TypeSH
Market value$7.78M
2.49%
Sole
0.00
Shared
0.00
None
27.05K
MPLX LP
SOLEShares135.34K
TypeSH
Market value$7.72M
2.47%
Sole
0.00
Shared
0.00
None
135.34K
GE VERNOVA INC
SOLEShares7.64K
TypeSH
Market value$6.67M
2.13%
Sole
0.00
Shared
0.00
None
7.64K
CELSIUS HLDGS INC
SOLEShares176.71K
TypeSH
Market value$6.27M
2.01%
Sole
0.00
Shared
0.00
None
176.71K
TESLA INC
SOLEShares15.81K
TypeSH
Market value$5.88M
1.88%
Sole
0.00
Shared
0.00
None
15.81K
MICROSOFT CORP
SOLEShares14.98K
TypeSH
Market value$5.55M
1.77%
Sole
0.00
Shared
0.00
None
14.98K
IMMUNITYBIO INC
SOLEShares643.14K
TypeSH
Market value$4.93M
1.58%
Sole
0.00
Shared
0.00
None
643.14K
CAMECO CORP
SOLEShares43.23K
TypeSH
Market value$4.69M
1.50%
Sole
0.00
Shared
0.00
None
43.23K
BLOOM ENERGY CORP
SOLEShares31.86K
TypeSH
Market value$4.32M
1.38%
Sole
0.00
Shared
0.00
None
31.86K
MICRON TECHNOLOGY INC
SOLEShares12.36K
TypeSH
Market value$4.17M
1.33%
Sole
0.00
Shared
0.00
None
12.36K
ADVANCED MICRO DEVICES INC
SOLEShares18.13K
TypeSH
Market value$3.69M
1.18%
Sole
0.00
Shared
0.00
None
18.13K
PALANTIR TECHNOLOGIES INC
SOLEShares24.83K
TypeSH
Market value$3.63M
1.16%
Sole
0.00
Shared
0.00
None
24.83K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AGNICO EAGLE MINES LTDSOLE | COM | 103.57K | SH | $21.02M 6.72% | 0.00 | 0.00 | 103.57K |
NVIDIA CORPORATIONSOLE | COM | 114.23K | SH | $19.92M 6.37% | 0.00 | 0.00 | 114.23K |
AMAZON COM INCSOLE | COM | 91.45K | SH | $19.05M 6.09% | 0.00 | 0.00 | 91.45K |
APPLE INCSOLE | COM | 70.14K | SH | $17.80M 5.69% | 0.00 | 0.00 | 70.14K |
ALPHABET INCSOLE | CAP STK CL C | 54.54K | SH | $15.65M 5.00% | 0.00 | 0.00 | 54.54K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 12.48K | SH | $12.44M 3.98% | 0.00 | 0.00 | 12.48K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 129.81K | SH | $11.91M 3.81% | 0.00 | 0.00 | 129.81K |
EXXON MOBIL CORPSOLE | COM | 62.36K | SH | $10.58M 3.38% | 0.00 | 0.00 | 62.36K |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 85.37K | SH | $10.25M 3.28% | 0.00 | 0.00 | 85.37K |
META PLATFORMS INCSOLE | CL A | 17.54K | SH | $10.04M 3.21% | 0.00 | 0.00 | 17.54K |
SUNOCO LP/SUNOCO FIN CORPSOLE | COM UT REP LP | 154.09K | SH | $10.01M 3.20% | 0.00 | 0.00 | 154.09K |
NETFLIX INC.SOLE | COM | 84.39K | SH | $8.11M 2.60% | 0.00 | 0.00 | 84.39K |
WALMART INCSOLE | COM | 63.54K | SH | $7.90M 2.53% | 0.00 | 0.00 | 63.54K |
ALPHABET INCSOLE | CAP STK CL A | 27.05K | SH | $7.78M 2.49% | 0.00 | 0.00 | 27.05K |
MPLX LPSOLE | COM UNIT REP LTD | 135.34K | SH | $7.72M 2.47% | 0.00 | 0.00 | 135.34K |
GE VERNOVA INCSOLE | COM | 7.64K | SH | $6.67M 2.13% | 0.00 | 0.00 | 7.64K |
CELSIUS HLDGS INCSOLE | COM NEW | 176.71K | SH | $6.27M 2.01% | 0.00 | 0.00 | 176.71K |
TESLA INCSOLE | COM | 15.81K | SH | $5.88M 1.88% | 0.00 | 0.00 | 15.81K |
MICROSOFT CORPSOLE | COM | 14.98K | SH | $5.55M 1.77% | 0.00 | 0.00 | 14.98K |
IMMUNITYBIO INCSOLE | COM | 643.14K | SH | $4.93M 1.58% | 0.00 | 0.00 | 643.14K |
CAMECO CORPSOLE | COM | 43.23K | SH | $4.69M 1.50% | 0.00 | 0.00 | 43.23K |
BLOOM ENERGY CORPSOLE | COM CL A | 31.86K | SH | $4.32M 1.38% | 0.00 | 0.00 | 31.86K |
MICRON TECHNOLOGY INCSOLE | COM | 12.36K | SH | $4.17M 1.33% | 0.00 | 0.00 | 12.36K |
ADVANCED MICRO DEVICES INCSOLE | COM | 18.13K | SH | $3.69M 1.18% | 0.00 | 0.00 | 18.13K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 24.83K | SH | $3.63M 1.16% | 0.00 | 0.00 | 24.83K |
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