KERCHEVILLE ADVISORS, LLC

PrivateCIK: 1890748
Location

SAN ANTONIO, TX

106
Positions
$312.66M
Total AUM (reported)
3.70M
Total Shares

Allocation by class

TOTAL AUM$312.66M106 positions
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 319.2%4–1028.4%11–2529.2%Rest23.2%TOP 1047.5%0%100%
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

SOLE
COM
Shares103.57K
TypeSH
Market value$21.02M
6.72%
Sole
0.00
Shared
0.00
None
103.57K

NVIDIA CORPORATION

SOLE
COM
Shares114.23K
TypeSH
Market value$19.92M
6.37%
Sole
0.00
Shared
0.00
None
114.23K

AMAZON COM INC

SOLE
COM
Shares91.45K
TypeSH
Market value$19.05M
6.09%
Sole
0.00
Shared
0.00
None
91.45K

APPLE INC

SOLE
COM
Shares70.14K
TypeSH
Market value$17.80M
5.69%
Sole
0.00
Shared
0.00
None
70.14K

ALPHABET INC

SOLE
CAP STK CL C
Shares54.54K
TypeSH
Market value$15.65M
5.00%
Sole
0.00
Shared
0.00
None
54.54K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares12.48K
TypeSH
Market value$12.44M
3.98%
Sole
0.00
Shared
0.00
None
12.48K

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares129.81K
TypeSH
Market value$11.91M
3.81%
Sole
0.00
Shared
0.00
None
129.81K

EXXON MOBIL CORP

SOLE
COM
Shares62.36K
TypeSH
Market value$10.58M
3.38%
Sole
0.00
Shared
0.00
None
62.36K

VANECK ETF TRUST

SOLE
JUNIOR GOLD MINE
Shares85.37K
TypeSH
Market value$10.25M
3.28%
Sole
0.00
Shared
0.00
None
85.37K

META PLATFORMS INC

SOLE
CL A
Shares17.54K
TypeSH
Market value$10.04M
3.21%
Sole
0.00
Shared
0.00
None
17.54K

SUNOCO LP/SUNOCO FIN CORP

SOLE
COM UT REP LP
Shares154.09K
TypeSH
Market value$10.01M
3.20%
Sole
0.00
Shared
0.00
None
154.09K

NETFLIX INC.

SOLE
COM
Shares84.39K
TypeSH
Market value$8.11M
2.60%
Sole
0.00
Shared
0.00
None
84.39K

WALMART INC

SOLE
COM
Shares63.54K
TypeSH
Market value$7.90M
2.53%
Sole
0.00
Shared
0.00
None
63.54K

ALPHABET INC

SOLE
CAP STK CL A
Shares27.05K
TypeSH
Market value$7.78M
2.49%
Sole
0.00
Shared
0.00
None
27.05K

MPLX LP

SOLE
COM UNIT REP LTD
Shares135.34K
TypeSH
Market value$7.72M
2.47%
Sole
0.00
Shared
0.00
None
135.34K

GE VERNOVA INC

SOLE
COM
Shares7.64K
TypeSH
Market value$6.67M
2.13%
Sole
0.00
Shared
0.00
None
7.64K

CELSIUS HLDGS INC

SOLE
COM NEW
Shares176.71K
TypeSH
Market value$6.27M
2.01%
Sole
0.00
Shared
0.00
None
176.71K

TESLA INC

SOLE
COM
Shares15.81K
TypeSH
Market value$5.88M
1.88%
Sole
0.00
Shared
0.00
None
15.81K

MICROSOFT CORP

SOLE
COM
Shares14.98K
TypeSH
Market value$5.55M
1.77%
Sole
0.00
Shared
0.00
None
14.98K

IMMUNITYBIO INC

SOLE
COM
Shares643.14K
TypeSH
Market value$4.93M
1.58%
Sole
0.00
Shared
0.00
None
643.14K

CAMECO CORP

SOLE
COM
Shares43.23K
TypeSH
Market value$4.69M
1.50%
Sole
0.00
Shared
0.00
None
43.23K

BLOOM ENERGY CORP

SOLE
COM CL A
Shares31.86K
TypeSH
Market value$4.32M
1.38%
Sole
0.00
Shared
0.00
None
31.86K

MICRON TECHNOLOGY INC

SOLE
COM
Shares12.36K
TypeSH
Market value$4.17M
1.33%
Sole
0.00
Shared
0.00
None
12.36K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares18.13K
TypeSH
Market value$3.69M
1.18%
Sole
0.00
Shared
0.00
None
18.13K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares24.83K
TypeSH
Market value$3.63M
1.16%
Sole
0.00
Shared
0.00
None
24.83K
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