Kercheville Advisors, LLC Portfolio Holdings

Kercheville Advisors, LLC

  • $236 Million
  • Q3 2024

Kercheville Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $236 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $17.8M, Apple Inc. with a value of $17M, Nvidia Corp with a value of $12.2M, Costco Wholesale Corp with a value of $10.8M, and Microsoft Corp with a value of $10.3M.

Examining the 13F form we can see an increase of $6.46M in the current position value, from $230M to 236M.

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

Portfolio value $236 Million
Technology: $55.6 Million
Energy: $36.4 Million
Communication Services: $33.1 Million
Consumer Cyclical: $29.9 Million
ETFs: $21.9 Million
Financial Services: $17.1 Million
Consumer Defensive: $14.2 Million
Basic Materials: $13.4 Million
Other: $14.9 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.28B
$8.27 Million 3.5% of portfolio
154,077
Q3 2024 Added 0.03%
$5.2B
$1.86 Million 0.78% of portfolio
182,300
Q3 2024 Reduced 8.8%
$7.2B
$1.75 Million 0.74% of portfolio
87,850
Q3 2024 Added 42.5%
$2.25B
$1.26 Million 0.53% of portfolio
7,000
Q2 2024 Reduced 7.89%
$5.56B
$402,000 0.17% of portfolio
10,050
Q3 2024 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $236 Million
  • Prior Value $230 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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