Sponsored

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

Currently, KIECKHEFER GROUP LLC holds 65 types of securities in its portfolio with a total value $245.7M. In the most recent quarter, they have increased their positions in N/A (+3.2K shares, valued at $2.7M), GLW (+9.2K shares, valued at $2.3M), MU (+1.5K shares, valued at $1.8M); decreased their positions in ISRG (-10.6K shares, valued at $4.2M), LNG (-1.6K shares, valued at $382.4K), DELL (-318 shares, valued at $137.2K); initiated new positions in N/A (+3.2K shares, valued at $2.7M), GLW (+9.2K shares, valued at $2.3M), MU (+1.5K shares, valued at $1.8M).

1M P&L

+6.9M+3.20%

3M P&L

+9.5M+4.48%

HY P&L

+35.1M+18.75%

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

1Semiconductors102.4M

47.7%

2N/A32.8M

15.3%

3Computer Hardware18.1M

8.4%

Top Industries by Stock Count

1N/A10 stocks

17.5%

2Computer Hardware4 stocks

7.0%

3Aerospace & Defense4 stocks

7.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION481.2K shares0.02%2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC149.4K shares0.57%2026-06-302026-07-21

DELL DELL TECHNOLOGIES INC31.6K shares-1.00%2026-06-302026-07-21

QQQ INVESCO QQQ TR14.1K shares0.72%2026-06-302026-07-21

VRT VERTIV HOLDINGS CO28.4K shares-1.04%2026-06-302026-07-21

BWXT BWX TECHNOLOGIES INC39.4K shares0.00%2026-06-302026-07-21

VOT VANGUARD INDEX FDS23.5K shares0.00%2026-06-302026-07-21

VIOG VANGUARD ADMIRAL FDS INC40.4K shares-0.27%2026-06-302026-07-21

Sponsored

ISRG INTUITIVE SURGICAL INC13.3K shares-44.40%2026-06-302026-07-21

CRDO CREDO TECHNOLOGY GROUP HOLDI16.0K shares1.59%2026-06-302026-07-21

NETFLIX INC. NETFLIX INC.59.0K shares0.00%2026-06-302026-07-21

LNG CHENIERE ENERGY INC16.7K shares-8.74%2026-06-302026-07-21

WDC WESTERN DIGITAL CORP6.0K shares0.00%2026-06-302026-07-21

QQQM INVESCO EXCH TRADED FD TR II10.5K shares18.24%2026-06-302026-07-21

VOO VANGUARD INDEX FDS4.4K shares2.32%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION15.0K shares0.11%2026-06-302026-07-21

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP19.9K shares0.34%2026-06-302026-07-21

LUMENTUM HLDGS INC LUMENTUM HLDGS INC3.2K sharesnew addition2026-06-302026-07-21

WEC WEC ENERGY GROUP INC22.2K shares-2.20%2026-06-302026-07-21

CAT CATERPILLAR INC2.4K shares0.00%2026-06-302026-07-21

ADM ARCHER DANIELS MIDLAND CO31.9K shares-0.06%2026-06-302026-07-21

GLW CORNING INC9.2K sharesnew addition2026-06-302026-07-21

SOLS SOLSTICE ADVANCED MATLS INC25.3K shares-0.28%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC1.5K sharesnew addition2026-06-302026-07-21

Sponsored

DPRO DRAGANFLY INC.315.7K shares0.00%2026-06-302026-07-21

SOUN SOUNDHOUND AI INC254.0K shares0.00%2026-06-302026-07-21

NOK NOKIA CORP123.5K sharesnew addition2026-06-302026-07-21

NRG NRG ENERGY INC10.7K shares-3.60%2026-06-302026-07-21

BWA BORGWARNER INC23.4K sharesnew addition2026-06-302026-07-21

SGI SOMNIGROUP INTERNATIONAL INC17.5K shares0.00%2026-06-302026-07-21

PLUG PLUG PWR INC500.0K shares0.00%2026-06-302026-07-21

UMAC UNUSUAL MACHS INC60.0K shares0.00%2026-06-302026-07-21

Sponsored

TTD THE TRADE DESK INC57.3K shares-1.72%2026-06-302026-07-21

IOT SAMSARA INC30.9K shares0.00%2026-06-302026-07-21

VO VANGUARD INDEX FDS12.1K shares300.00%2026-06-302026-07-21

FERG FERGUSON ENTERPRISES INC4.0K shares0.00%2026-06-302026-07-21

AAPL APPLE INC3.2K shares4.27%2026-06-302026-07-21

VIOO VANGUARD ADMIRAL FDS INC6.6K shares1.85%2026-06-302026-07-21

AMZN AMAZON COM INC3.3K shares2.52%2026-06-302026-07-21

EME EMCOR GROUP INC800 shares0.00%2026-06-302026-07-21

Sponsored

JNJ JOHNSON & JOHNSON2.3K shares5.26%2026-06-302026-07-21

DRS LEONARDO DRS INC11.1K shares0.00%2026-06-302026-07-21

UAMY UNITED STATES ANTIMONY CORP61.0K shares-7.58%2026-06-302026-07-21

ABBVIE INC ABBVIE INC1.7K shares0.00%2026-06-302026-07-21

MCK MCKESSON CORP550 shares0.00%2026-06-302026-07-21

ANET ARISTA NETWORKS INC2.1K shares0.00%2026-06-302026-07-21

NMAX NEWSMAX INC42.5K sharesnew addition2026-06-302026-07-21

GLD SPDR GOLD TR945 shares0.00%2026-06-302026-07-21

Sponsored

CIEN CIENA CORP700 shares0.00%2026-06-302026-07-21

IVOO VANGUARD ADMIRAL FDS INC2.6K shares5.21%2026-06-302026-07-21

BAER BRIDGER AEROSPACE GRP HLDGS168.4K shares-19.20%2026-06-302026-07-21

MSFT MICROSOFT CORP843 shares10.63%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC549 shares0.00%2026-06-302026-07-21

GOOG ALPHABET INC873 shares11.07%2026-06-302026-07-21

RCAT RED CAT HLDGS INC28.5K shares0.00%2026-06-302026-07-21

KLAC KLA CORP1.0K sharesnew addition2026-06-302026-07-21

Sponsored

LLY ELI LILLY & CO250 shares0.00%2026-06-302026-07-21

RXRX RECURSION PHARMACEUTICALS IN74.0K shares0.00%2026-06-302026-07-21

PG PROCTER & GAMBLE CO1.9K shares0.00%2026-06-302026-07-21

SOXX ISHARES TR399 sharesnew addition2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS838 shares-21.39%2026-06-302026-07-21

BROADCOM INC BROADCOM INC601 sharesnew addition2026-06-302026-07-21

DUK DUKE ENERGY CORP NEW1.7K shares0.00%2026-06-302026-07-21

ANGX ANGEL STUDIOS INC.60.0K shares0.00%2026-06-302026-07-21

Sponsored

POWW OUTDOOR HOLDING CO10.0K shares0.00%2026-06-302026-07-21

NVDA

NVIDIA CORPORATION

0.02%

Shares481.2K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

0.57%

Shares149.4K

Event2026-06-30

Filed2026-07-21

DELL

DELL TECHNOLOGIES INC

-1.00%

Shares31.6K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

0.72%

Shares14.1K

Event2026-06-30

Filed2026-07-21

VRT

VERTIV HOLDINGS CO

-1.04%

Shares28.4K

Event2026-06-30

Filed2026-07-21

BWXT

BWX TECHNOLOGIES INC

0.00%

Shares39.4K

Event2026-06-30

Filed2026-07-21

VOT

VANGUARD INDEX FDS

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-21

VIOG

VANGUARD ADMIRAL FDS INC

-0.27%

Shares40.4K

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL INC

-44.40%

Shares13.3K

Event2026-06-30

Filed2026-07-21

CRDO

CREDO TECHNOLOGY GROUP HOLDI

1.59%

Shares16.0K

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

0.00%

Shares59.0K

Event2026-06-30

Filed2026-07-21

LNG

CHENIERE ENERGY INC

-8.74%

Shares16.7K

Event2026-06-30

Filed2026-07-21

WDC

WESTERN DIGITAL CORP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-21

QQQM

INVESCO EXCH TRADED FD TR II

18.24%

Shares10.5K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

2.32%

Shares4.4K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

0.11%

Shares15.0K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

0.34%

Shares19.9K

Event2026-06-30

Filed2026-07-21

LUMENTUM HLDGS INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-21

WEC

WEC ENERGY GROUP INC

-2.20%

Shares22.2K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-21

ADM

ARCHER DANIELS MIDLAND CO

-0.06%

Shares31.9K

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

New

Shares9.2K

Event2026-06-30

Filed2026-07-21

SOLS

SOLSTICE ADVANCED MATLS INC

-0.28%

Shares25.3K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-21

DPRO

DRAGANFLY INC.

0.00%

Shares315.7K

Event2026-06-30

Filed2026-07-21

SOUN

SOUNDHOUND AI INC

0.00%

Shares254.0K

Event2026-06-30

Filed2026-07-21

NOK

NOKIA CORP

New

Shares123.5K

Event2026-06-30

Filed2026-07-21

NRG

NRG ENERGY INC

-3.60%

Shares10.7K

Event2026-06-30

Filed2026-07-21

BWA

BORGWARNER INC

New

Shares23.4K

Event2026-06-30

Filed2026-07-21

SGI

SOMNIGROUP INTERNATIONAL INC

0.00%

Shares17.5K

Event2026-06-30

Filed2026-07-21

PLUG

PLUG PWR INC

0.00%

Shares500.0K

Event2026-06-30

Filed2026-07-21

UMAC

UNUSUAL MACHS INC

0.00%

Shares60.0K

Event2026-06-30

Filed2026-07-21

TTD

THE TRADE DESK INC

-1.72%

Shares57.3K

Event2026-06-30

Filed2026-07-21

IOT

SAMSARA INC

0.00%

Shares30.9K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

300.00%

Shares12.1K

Event2026-06-30

Filed2026-07-21

FERG

FERGUSON ENTERPRISES INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

4.27%

Shares3.2K

Event2026-06-30

Filed2026-07-21

VIOO

VANGUARD ADMIRAL FDS INC

1.85%

Shares6.6K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

2.52%

Shares3.3K

Event2026-06-30

Filed2026-07-21

EME

EMCOR GROUP INC

0.00%

Shares800

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

5.26%

Shares2.3K

Event2026-06-30

Filed2026-07-21

DRS

LEONARDO DRS INC

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-21

UAMY

UNITED STATES ANTIMONY CORP

-7.58%

Shares61.0K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

MCK

MCKESSON CORP

0.00%

Shares550

Event2026-06-30

Filed2026-07-21

ANET

ARISTA NETWORKS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

NMAX

NEWSMAX INC

New

Shares42.5K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

0.00%

Shares945

Event2026-06-30

Filed2026-07-21

CIEN

CIENA CORP

0.00%

Shares700

Event2026-06-30

Filed2026-07-21

IVOO

VANGUARD ADMIRAL FDS INC

5.21%

Shares2.6K

Event2026-06-30

Filed2026-07-21

BAER

BRIDGER AEROSPACE GRP HLDGS

-19.20%

Shares168.4K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

10.63%

Shares843

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

0.00%

Shares549

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

11.07%

Shares873

Event2026-06-30

Filed2026-07-21

RCAT

RED CAT HLDGS INC

0.00%

Shares28.5K

Event2026-06-30

Filed2026-07-21

KLAC

KLA CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

0.00%

Shares250

Event2026-06-30

Filed2026-07-21

RXRX

RECURSION PHARMACEUTICALS IN

0.00%

Shares74.0K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

SOXX

ISHARES TR

New

Shares399

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

-21.39%

Shares838

Event2026-06-30

Filed2026-07-21

BROADCOM INC

New

Shares601

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

ANGX

ANGEL STUDIOS INC.

0.00%

Shares60.0K

Event2026-06-30

Filed2026-07-21

POWW

OUTDOOR HOLDING CO

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available