Kercheville Advisors, LLC holds a diversified book of 108 stocks worth $328.4M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Intel Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the equity book.
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Use Arkolith to show Kercheville Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $22.2M | 111.1K | 6.8% | ▼−2.7% Reduced · −3K sh | |
| 2 | Amazon Com Inc COM | $21.7M | 91.1K | 6.6% | ▼−0.4% Reduced · −385 sh | |
| 3 | Apple Inc COM | $20.2M | 69.7K | 6.1% | ▼−0.7% Reduced · −461 sh | |
| 4 | Alphabet Inc CAP STK CL C | $19.0M | 53.8K | 5.8% | ▼−1.4% Reduced · −760 sh | |
| 5 | Agnico Eagle Mines Ltd COM | $12.7M | 81.9K | 3.9% | ▼−21% Reduced · −22K sh | |
| 6 | Costco Wholesale Corporation COM | $11.4M | 12.2K | 3.5% | ▼−2.5% Reduced · −309 sh | |
| 7 | Sunoco Lp/sunoco Fin Corp COM UT REP LP | $10.7M | 159.1K | 3.3% | ▲+3.2% Added · +5K sh | |
| 8 | Advanced Micro Devices Inc COM | $9.9M | 17.1K | 3.0% | ▼−5.7% Reduced · −1K sh | |
| 9 | Ge Vernova Inc COM | $9.6M | 8.1K | 2.9% | ▲+6.5% Added · +493 sh | |
| 10 | Alphabet Inc CAP STK CL A | $9.3M | 26.0K | 2.8% | ▼−4.0% Reduced · −1K sh | |
| 11 | Vaneck ETF Trust GOLD MINERS ETF | $7.8M | 103.8K | 2.4% | ▼−20% Reduced · −26K sh | |
| 12 | MPLX LP COM UNIT REP LTD | $7.8M | 137.7K | 2.4% | ▲+1.7% Added · +2K sh | |
| 13 | Meta Platforms Inc CL A | $7.7M | 13.6K | 2.3% | ▼−22% Reduced · −4K sh | |
| 14 | Eli Lilly & Co COM | $7.2M | 6.0K | 2.2% | ▲+193% Added · +4K sh | |
| 15 | Dell Technologies Inc CL C | $7.1M | 16.6K | 2.2% | ▲+193% Added · +11K sh | |
| 16 | Walmart Inc COM | $7.1M | 62.4K | 2.2% | ▼−1.8% Reduced · −1K sh | |
| 17 | Micron Technology Inc COM | $6.9M | 6.0K | 2.1% | ▼−51% Reduced · −6K sh | |
| 18 | Tesla Inc COM | $6.7M | 15.9K | 2.0% | ▲+0.5% Added · +80 sh | |
| 19 | Vaneck ETF Trust JUNIOR GOLD MINE | $6.3M | 64.3K | 1.9% | ▼−25% Reduced · −21K sh | |
| 20 | Bloom Energy Corp COM CL A | $5.7M | 18.8K | 1.7% | ▼−41% Reduced · −13K sh | |
| 21 | Immunitybio Inc COM | $5.6M | 644.7K | 1.7% | ▲+0.2% Added · +2K sh | |
| 22 | Caterpillar Inc COM | $5.5M | 5.2K | 1.7% | ▲+81% Added · +2K sh | |
| 23 | Intel Corp COM | $4.9M | 35.4K | 1.5% | ▲New New position | |
| 24 | Southwest Airls Co COM | $4.6M | 89.9K | 1.4% | ▼−0.3% Reduced · −300 sh | |
| 25 | Microsoft Corp COM | $4.6M | 12.3K | 1.4% | ▼−18% Reduced · −3K sh | |
| 26 | Starbucks Corp COM | $4.3M | 41.9K | 1.3% | ▲+27% Added · +9K sh | |
| 27 | Cameco Corp COM | $4.2M | 41.7K | 1.3% | ▼−3.5% Reduced · −2K sh | |
| 28 | Netflix Inc. COM | $4.1M | 57.8K | 1.3% | ▼−32% Reduced · −27K sh | |
| 29 | SPDR Series Trust ST STR SP BIOT | $3.9M | 24.8K | 1.2% | ▲+322% Added · +19K sh | |
| 30 | Enterprise Prods Partners L COM | $3.8M | 102.9K | 1.2% | ▲+10% Added · +10K sh | |
| 31 | Blackstone Inc COM | $3.2M | 27.5K | 1.0% | ▼−2.5% Reduced · −700 sh | |
| 32 | Celsius Hldgs Inc COM NEW | $3.1M | 106.3K | 0.9% | ▼−40% Reduced · −70K sh | |
| 33 | SPDR Gold TR GOLD SHS | $2.6M | 7.1K | 0.8% | ▼−6.5% Reduced · −495 sh | |
| 34 | Uber Technologies Inc COM | $2.4M | 33.5K | 0.7% | ▼−6.7% Reduced · −2K sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.2K | 0.6% | ▼−12% Reduced · −560 sh | |
| 36 | Alamos Gold Inc COM CL A | $2.0M | 66.4K | 0.6% | ▼−14% Reduced · −11K sh | |
| 37 | Reaves Util Income FD COM SH BEN INT | $2.0M | 49.4K | 0.6% | ▲+3.6% Added · +2K sh | |
| 38 | Energy Transfer L P COM UT LTD PTN | $1.9M | 100.5K | 0.6% | ▲+29% Added · +22K sh | |
| 39 | Palantir Technologies Inc CL A | $1.9M | 16.4K | 0.6% | ▼−34% Reduced · −8K sh | |
| 40 | Corning Inc COM | $1.8M | 7.1K | 0.5% | ▲+125% Added · +4K sh | |
| 41 | Nuveen Amt Free Qlty Mun Inc COM | $1.6M | 137.1K | 0.5% | ▼−6.1% Reduced · −9K sh | |
| 42 | Space Exploration Techn Corp CLASS A COM STK | $1.5M | 8.9K | 0.5% | ▲New New position | |
| 43 | Pimco ETF TR MULTISECTOR BD | $1.5M | 57.0K | 0.5% | ▲+1.2% Added · +700 sh | |
| 44 | Cisco Sys Inc COM | $1.5M | 12.8K | 0.5% | ▲+0.8% Added · +100 sh | |
| 45 | Marvell Technology Inc COM | $1.5M | 5.0K | 0.5% | ▲New New position | |
| 46 | Deere & Co COM | $1.4M | 2.3K | 0.4% | —Held | |
| 47 | Chevron Corporation COM | $1.4M | 8.5K | 0.4% | ▼−7.6% Reduced · −697 sh | |
| 48 | Tortoise Energy Infrstrctr C COM | $1.4M | 31.6K | 0.4% | ▲+37% Added · +8K sh | |
| 49 | McDonalds Corp COM | $1.3M | 5.0K | 0.4% | ▼−2.4% Reduced · −122 sh | |
| 50 | Ishares TR RUSSELL 2000 ETF | $1.3M | 4.4K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 108 | $328.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 106 | $312.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 117 | $381.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 106 | $331.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 105 | $289.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 89 | $245.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 94 | $257.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 85 | $237.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.