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The Analysis of KIECKHEFER GROUP LLC's Holdings & P&L

Currently, KIECKHEFER GROUP LLC holds 58 types of securities in its portfolio with a total value $211.7M. In the most recent quarter, they have increased their positions in CRDO (+15.7K shares, valued at $1.5M), TTD (+58.3K shares, valued at $1.3M), N/A (+1.9K shares, valued at $1.1M); decreased their positions in LNG (-550 shares, valued at $156.1K), ISRG (-150 shares, valued at $69.1K), N/A (-32.0K shares, valued at $63.4K); initiated new positions in CRDO (+15.7K shares, valued at $1.5M), TTD (+58.3K shares, valued at $1.3M), EME (+800 shares, valued at $590.6K).

1M P&L

+9.3M+4.38%

3M P&L

+21.6M+10.76%

HY P&L

+23.3M+11.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors85.4M

44.3%

2Software - Infrastructure23.0M

11.9%

3N/A15.7M

8.1%

Top Industries by Stock Count

1N/A8 stocks

16.7%

2Aerospace & Defense4 stocks

8.3%

3Drug Manufacturers - General3 stocks

6.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION481.1K shares0.53%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC148.5K shares0.04%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC23.9K shares-0.62%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR14.0K shares1.49%2026-03-312026-04-21

BWXT BWX TECHNOLOGIES INC39.4K shares0.51%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO28.7K shares-0.09%2026-03-312026-04-21

VOT VANGUARD INDEX FDS23.5K shares0.00%2026-03-312026-04-21

NFLX NETFLIX INC.59.0K shares0.43%2026-03-312026-04-21

Sponsored

DELL DELL TECHNOLOGIES INC32.0K shares-1.09%2026-03-312026-04-21

LNG CHENIERE ENERGY INC18.3K shares-2.92%2026-03-312026-04-21

VIOG VANGUARD ADMIRAL FDS INC40.5K shares-1.16%2026-03-312026-04-21

XOM EXXON MOBIL CORP19.8K shares0.00%2026-03-312026-04-21

RTX RTX CORPORATION15.0K shares50.00%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC22.7K shares-0.39%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS4.3K shares77.44%2026-03-312026-04-21

ADM ARCHER DANIELS MIDLAND CO31.9K shares0.00%2026-03-312026-04-21

Sponsored

QQQM INVESCO EXCH TRADED FD TR II8.9K shares16.36%2026-03-312026-04-21

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC25.4K shares0.10%2026-03-312026-04-21

SOUN SOUNDHOUND AI INC254.0K shares0.00%2026-03-312026-04-21

CAT CATERPILLAR INC2.4K shares6.82%2026-03-312026-04-21

NRG NRG ENERGY INC11.1K shares0.00%2026-03-312026-04-21

WDC WESTERN DIGITAL CORP6.0K shares0.00%2026-03-312026-04-21

DRAGANFLY INC. DRAGANFLY INC.315.7K shares0.80%2026-03-312026-04-21

CRDO CREDO TECHNOLOGY GROUP HOLDI15.7K sharesnew addition2026-03-312026-04-21

Sponsored

TTD THE TRADE DESK INC58.3K sharesnew addition2026-03-312026-04-21

SGI SOMNIGROUP INTERNATIONAL INC17.5K shares0.00%2026-03-312026-04-21

PLUG PLUG PWR INC500.0K shares0.00%2026-03-312026-04-21

IOT SAMSARA INC30.9K shares0.00%2026-03-312026-04-21

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC4.0K shares0.00%2026-03-312026-04-21

VO VANGUARD INDEX FDS3.0K shares0.00%2026-03-312026-04-21

AAPL APPLE INC3.1K shares-6.61%2026-03-312026-04-21

VIOO VANGUARD ADMIRAL FDS INC6.5K shares0.00%2026-03-312026-04-21

Sponsored

UMAC UNUSUAL MACHS INC60.0K shares0.00%2026-03-312026-04-21

AMZN AMAZON COM INC3.2K shares16.21%2026-03-312026-04-21

EME EMCOR GROUP INC800 sharesnew addition2026-03-312026-04-21

UAMY UNITED STATES ANTIMONY CORP66.0K shares0.00%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON2.1K shares0.00%2026-03-312026-04-21

DRS LEONARDO DRS INC11.1K sharesnew addition2026-03-312026-04-21

MCK MCKESSON CORP550 shares0.00%2026-03-312026-04-21

BRIDGER AEROSPACE GRP HLDGS BRIDGER AEROSPACE GRP HLDGS208.4K shares-13.31%2026-03-312026-04-21

Sponsored

GLD SPDR GOLD TR945 shares0.00%2026-03-312026-04-21

RCAT RED CAT HLDGS INC28.5K shares0.00%2026-03-312026-04-21

ABBV ABBVIE INC1.7K shares0.00%2026-03-312026-04-21

META META PLATFORMS INC549 shares10.02%2026-03-312026-04-21

IVOO VANGUARD ADMIRAL FDS INC2.5K shares0.16%2026-03-312026-04-21

MSFT MICROSOFT CORP762 shares69.33%2026-03-312026-04-21

CIEN CIENA CORP700 sharesnew addition2026-03-312026-04-21

PG PROCTER & GAMBLE CO1.9K shares0.00%2026-03-312026-04-21

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.1K shares39.16%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC2.1K shares0.00%2026-03-312026-04-21

LLY ELI LILLY & CO250 shares0.00%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K shares0.00%2026-03-312026-04-21

RXRX RECURSION PHARMACEUTICALS IN74.0K shares0.00%2026-03-312026-04-21

ALPHABET INC ALPHABET INC786 sharesnew addition2026-03-312026-04-21

UTES ETFIS SER TR I2.5K sharesnew addition2026-03-312026-04-21

ANGX ANGEL STUDIOS INC60.0K shares50.00%2026-03-312026-04-21

Sponsored

MVIS MICROVISION INC DEL101.0K shares-19.84%2026-03-312026-04-21

POWW OUTDOOR HOLDING CO10.0K shares0.00%2026-03-312026-04-21

NVDA

NVIDIA CORPORATION

0.53%

Shares481.1K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

0.04%

Shares148.5K

Event2026-03-31

Filed2026-04-21

ISRG

INTUITIVE SURGICAL INC

-0.62%

Shares23.9K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

1.49%

Shares14.0K

Event2026-03-31

Filed2026-04-21

BWXT

BWX TECHNOLOGIES INC

0.51%

Shares39.4K

Event2026-03-31

Filed2026-04-21

VRT

VERTIV HOLDINGS CO

-0.09%

Shares28.7K

Event2026-03-31

Filed2026-04-21

VOT

VANGUARD INDEX FDS

0.00%

Shares23.5K

Event2026-03-31

Filed2026-04-21

NFLX

NETFLIX INC.

0.43%

Shares59.0K

Event2026-03-31

Filed2026-04-21

DELL

DELL TECHNOLOGIES INC

-1.09%

Shares32.0K

Event2026-03-31

Filed2026-04-21

LNG

CHENIERE ENERGY INC

-2.92%

Shares18.3K

Event2026-03-31

Filed2026-04-21

VIOG

VANGUARD ADMIRAL FDS INC

-1.16%

Shares40.5K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

0.00%

Shares19.8K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

50.00%

Shares15.0K

Event2026-03-31

Filed2026-04-21

WEC ENERGY GROUP INC

-0.39%

Shares22.7K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

77.44%

Shares4.3K

Event2026-03-31

Filed2026-04-21

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares31.9K

Event2026-03-31

Filed2026-04-21

QQQM

INVESCO EXCH TRADED FD TR II

16.36%

Shares8.9K

Event2026-03-31

Filed2026-04-21

SOLSTICE ADVANCED MATLS INC

0.10%

Shares25.4K

Event2026-03-31

Filed2026-04-21

SOUN

SOUNDHOUND AI INC

0.00%

Shares254.0K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

6.82%

Shares2.4K

Event2026-03-31

Filed2026-04-21

NRG

NRG ENERGY INC

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-21

WDC

WESTERN DIGITAL CORP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-21

DRAGANFLY INC.

0.80%

Shares315.7K

Event2026-03-31

Filed2026-04-21

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares15.7K

Event2026-03-31

Filed2026-04-21

TTD

THE TRADE DESK INC

New

Shares58.3K

Event2026-03-31

Filed2026-04-21

SGI

SOMNIGROUP INTERNATIONAL INC

0.00%

Shares17.5K

Event2026-03-31

Filed2026-04-21

PLUG

PLUG PWR INC

0.00%

Shares500.0K

Event2026-03-31

Filed2026-04-21

IOT

SAMSARA INC

0.00%

Shares30.9K

Event2026-03-31

Filed2026-04-21

FERGUSON ENTERPRISES INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-6.61%

Shares3.1K

Event2026-03-31

Filed2026-04-21

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-21

UMAC

UNUSUAL MACHS INC

0.00%

Shares60.0K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

16.21%

Shares3.2K

Event2026-03-31

Filed2026-04-21

EME

EMCOR GROUP INC

New

Shares800

Event2026-03-31

Filed2026-04-21

UAMY

UNITED STATES ANTIMONY CORP

0.00%

Shares66.0K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-21

DRS

LEONARDO DRS INC

New

Shares11.1K

Event2026-03-31

Filed2026-04-21

MCK

MCKESSON CORP

0.00%

Shares550

Event2026-03-31

Filed2026-04-21

BRIDGER AEROSPACE GRP HLDGS

-13.31%

Shares208.4K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

0.00%

Shares945

Event2026-03-31

Filed2026-04-21

RCAT

RED CAT HLDGS INC

0.00%

Shares28.5K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21