Kieckhefer Group LLC holds a focused book of 65 stocks worth $245.7M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Lumentum Holdings Inc and trimmed Dell Technologies -C. Their largest long position is Nvidia Corp at 39% of the equity book. Cloning the disclosed picks since 2025 would be +34% (+20.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2051613/holdings"
Use Arkolith to show KIECKHEFER GROUP LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.1 points over this window.
Growth of $10,000 cloning Kieckhefer Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
87% 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 | $96.3M | 481.2K | 39.2% | ▲~0% Added · +89 sh | |
| 2 | Palantir Technologies Inc CL A | $17.4M | 149.4K | 7.1% | ▲+0.6% Added · +850 sh | |
| 3 | Dell Technologies Inc CL C | $13.7M | 31.6K | 5.6% | ▼−1.0% Reduced · −318 sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $10.4M | 14.1K | 4.2% | ▲+0.7% Added · +100 sh | |
| 5 | Vertiv Holdings Co COM CL A | $9.5M | 28.4K | 3.9% | ▼−1.0% Reduced · −300 sh | |
| 6 | BWX Technologies Inc COM | $7.7M | 39.4K | 3.1% | —Held | |
| 7 | Vanguard Index FDS MCAP GR IDXVIP | $7.2M | 23.5K | 2.9% | —Held | |
| 8 | Vanguard Admiral FDS Inc SMLCP 600 GRTH | $6.2M | 40.4K | 2.5% | ▼−0.3% Reduced · −109 sh | |
| 9 | Intuitive Surgical Inc COM NEW | $5.3M | 13.3K | 2.1% | ▼−44% Reduced · −11K sh | |
| 10 | Credo Technology Group Holdi ORDINARY SHARES | $4.3M | 16.0K | 1.8% | ▲+1.6% Added · +250 sh | |
| 11 | Netflix Inc. COM | $4.2M | 59.0K | 1.7% | —Held | |
| 12 | Cheniere Energy Inc COM NEW | $4.0M | 16.7K | 1.6% | ▼−8.7% Reduced · −2K sh | |
| 13 | Western Digital Corp COM | $3.8M | 6.0K | 1.6% | —Held | |
| 14 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $3.2M | 10.5K | 1.3% | ▲+18% Added · +2K sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $3.0M | 4.4K | 1.2% | ▲+2.3% Added · +99 sh | |
| 16 | RTX Corporation COM | $2.8M | 15.0K | 1.2% | ▲+0.1% Added · +17 sh | |
| 17 | Exxon Mobil Corp COM | $2.7M | 19.9K | 1.1% | ▲+0.3% Added · +67 sh | |
| 18 | Lumentum Hldgs Inc COM | $2.7M | 3.2K | 1.1% | ▲New New position | |
| 19 | Wec Energy Group Inc COM | $2.6M | 22.2K | 1.1% | ▼−2.2% Reduced · −500 sh | |
| 20 | Caterpillar Inc COM | $2.5M | 2.4K | 1.0% | —Held | |
| 21 | Archer Daniels Midland Co COM | $2.4M | 31.9K | 1.0% | ▼−0.1% Reduced · −20 sh | |
| 22 | Corning Inc COM | $2.3M | 9.2K | 1.0% | ▲New New position | |
| 23 | Solstice Advanced Matls Inc COM SHS | $2.2M | 25.3K | 0.9% | ▼−0.3% Reduced · −70 sh | |
| 24 | Micron Technology Inc COM | $1.8M | 1.5K | 0.7% | ▲New New position | |
| 25 | Draganfly Inc. COM | $1.7M | 315.7K | 0.7% | —Held | |
| 26 | Soundhound AI Inc CLASS A COM | $1.6M | 254.0K | 0.7% | —Held | |
| 27 | Nokia Corp SPONSORED ADR | $1.6M | 123.5K | 0.7% | ▲New New position | |
| 28 | NRG Energy Inc COM NEW | $1.6M | 10.7K | 0.6% | ▼−3.6% Reduced · −400 sh | |
| 29 | Borgwarner Inc COM | $1.6M | 23.4K | 0.6% | ▲New New position | |
| 30 | Somnigroup International Inc COM | $1.4M | 17.5K | 0.6% | —Held | |
| 31 | Plug PWR Inc COM NEW | $1.4M | 500.0K | 0.6% | —Held | |
| 32 | Unusual Machs Inc COM SHS | $1.3M | 60.0K | 0.5% | —Held | |
| 33 | The Trade Desk Inc COM CL A | $1.0M | 57.3K | 0.4% | ▼−1.7% Reduced · −1K sh | |
| 34 | Samsara Inc COM CL A | $1.0M | 30.9K | 0.4% | —Held | |
| 35 | Vanguard Index FDS MID CAP ETF | $974K | 12.1K | 0.4% | ▲+300% Added · +9K sh | |
| 36 | Ferguson Enterprises Inc COMMON STOCK NEW | $949K | 4.0K | 0.4% | —Held | |
| 37 | Apple Inc COM | $933K | 3.2K | 0.4% | ▲+4.3% Added · +132 sh | |
| 38 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $910K | 6.6K | 0.4% | ▲+1.8% Added · +120 sh | |
| 39 | Amazon Com Inc COM | $794K | 3.3K | 0.3% | ▲+2.5% Added · +82 sh | |
| 40 | Emcor Group Inc COM | $664K | 800 | 0.3% | —Held | |
| 41 | Johnson & Johnson COM | $575K | 2.3K | 0.2% | ▲+5.3% Added · +113 sh | |
| 42 | Leonardo DRS Inc COM | $472K | 11.1K | 0.2% | —Held | |
| 43 | United States Antimony Corp COM | $443K | 61.0K | 0.2% | ▼−7.6% Reduced · −5K sh | |
| 44 | Abbvie Inc COM | $428K | 1.7K | 0.2% | —Held | |
| 45 | McKesson Corp COM | $416K | 550 | 0.2% | —Held | |
| 46 | Arista Networks Inc COM SHS | $357K | 2.1K | 0.1% | —Held | |
| 47 | Newsmax Inc COM SHS CLASS B | $352K | 42.5K | 0.1% | ▲New New position | |
| 48 | SPDR Gold TR GOLD SHS | $348K | 945 | 0.1% | —Held | |
| 49 | Ciena Corp COM NEW | $343K | 700 | 0.1% | —Held | |
| 50 | Vanguard Admiral FDS Inc MIDCP 400 IDX | $340K | 2.6K | 0.1% | ▲+5.2% Added · +129 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 65 | $245.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 58 | $211.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 54 | $210.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 52 | $213.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 50 | $184.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 46 | $138.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 139 | $166.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.