Kercheville Advisors, LLC Portfolio Holdings

Kercheville Advisors, LLC

  • $245 Million
  • Q1 2025

Kercheville Advisors, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $245 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $17.5M, Apple Inc. with a value of $16.1M, Agnico Eagle Mines LTD with a value of $12.8M, Costco Wholesale Corp with a value of $11.8M, and Meta Platforms, Inc. with a value of $10.2M.

Examining the 13F form we can see an decrease of $11.6M in the current position value, from $256M to 245M.

Below you can find more details about Kercheville Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $245 Million
Technology: $46 Million
Energy: $40.2 Million
Communication Services: $35.3 Million
Consumer Cyclical: $32 Million
ETFs: $20.7 Million
Financial Services: $19.1 Million
Consumer Defensive: $18.1 Million
Basic Materials: $17.5 Million
Other: $15.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48.4B
$12.8 Million 5.21% of portfolio
117,667
Q1 2025 Added 2.67%
$52.4B
$9.11 Million 3.72% of portfolio
170,263
Q1 2025 Added 2.31%
$104B
$6.04 Million 2.47% of portfolio
43,230
Q1 2025 Reduced 4.92%
$98.2B
$4.3 Million 1.76% of portfolio
43,875
Q1 2025 Reduced 0.45%
$182B
$4.27 Million 1.74% of portfolio
58,620
Q1 2025 Added 2.91%
$55.4B
$2.97 Million 1.21% of portfolio
159,850
Q1 2025 Added 16.55%
$41.8B
$2.57 Million 1.05% of portfolio
16,060
Q1 2025 Reduced 28.09%
$19.4B
$2.4 Million 0.98% of portfolio
71,620
Q1 2025 Reduced 5.79%
$30.9B
$1.39 Million 0.57% of portfolio
15,050
Q1 2025 New
$29.6B
$1.24 Million 0.51% of portfolio
13,652
Q1 2025 Reduced 6.83%
$84.6B
$1.04 Million 0.43% of portfolio
7,100
Q1 2025 New
$107B
$988,000 0.4% of portfolio
11,375
Q1 2025 Reduced 46.28%
$14.4B
$985,000 0.4% of portfolio
10,850
Q1 2025 Reduced 24.39%
$160B
$938,000 0.38% of portfolio
2,000
Q3 2024 Reduced 23.08%
$131B
$883,000 0.36% of portfolio
9,255
Q1 2025 Added 4.52%
$187B
$861,000 0.35% of portfolio
2,612
Q1 2025 Added 4.48%
$199B
$656,000 0.27% of portfolio
1,325
Q1 2025 Added 23.83%
$198B
$568,000 0.23% of portfolio
20,087
Q1 2025 New
$99.4B
$548,000 0.22% of portfolio
9,001
Q1 2025 Added 143.53%
$99.4B
$507,000 0.21% of portfolio
1,506
Q4 2022 Reduced 6.23%
$39.3B
$434,000 0.18% of portfolio
2,000
Q1 2023 New
$30.5B
$402,000 0.16% of portfolio
2,555
Q1 2025 Reduced 26.05%
$92.6B
$397,000 0.16% of portfolio
2,375
Q1 2025 Added 10.98%
$73.9B
$295,000 0.12% of portfolio
2,687
Q1 2025 Added 69.31%
$17.2B
$265,000 0.11% of portfolio
2,705
Q2 2023 Reduced 7.52%
$94.4B
$273,000 0.11% of portfolio
775
Q1 2025 Added 8.39%
$106B
$246,000 0.1% of portfolio
4,100
Q1 2025 New
$185B
$253,000 0.1% of portfolio
5,580
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $245 Million
  • Prior Value $256 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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