KIECKHEFER GROUP LLC

CIK 0002051613 • 6 13F filings • Apr 25, 2025 – Jul 21, 2026

Import this data to Google Sheets with:

=jivedata("kieckhefer-group-llc-0002051613-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $211.7M58 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$370K	0.2%Prev: 0.3%	1,700 SH	Decreased-100 SH
ALPHABET INC	CAP STK CL C	$225K	0.1%	786 SH	New
AMAZON COM INC	COM	$676K	0.3%	3,248 SH	New
ANGEL STUDIOS INC	CL A COM	$183K	0.1%	60,000 SH	New
APPLE INC	COM	$785K	0.4%Prev: 0.6%	3,093 SH	Decreased-619 SH
ARCHER DANIELS MIDLAND CO	COM	$2.3M	1.1%	31,900 SH	New
ARISTA NETWORKS INC	COM SHS	$258K	0.1%	2,100 SH	New
BRIDGER AEROSPACE GRP HLDGS	COM	$413K	0.2%	208,366 SH	New
BWX TECHNOLOGIES INC	COM	$8.1M	3.8%	39,418 SH	New
CATERPILLAR INC	COM	$1.7M	0.8%	2,350 SH	New
CHENIERE ENERGY INC	COM NEW	$5.2M	2.5%	18,310 SH	New
CIENA CORP	COM NEW	$272K	0.1%	700 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$1.5M	0.7%	15,707 SH	New
DELL TECHNOLOGIES INC	CL C	$5.2M	2.5%	31,957 SH	New
DRAGANFLY INC.	COM	$1.5M	0.7%	315,657 SH	New
DUKE ENERGY CORP NEW	COM NEW	$229K	0.1%	1,748 SH	New
ELI LILLY & CO	COM	$230K	0.1%	250 SH	New
EMCOR GROUP INC	COM	$591K	0.3%	800 SH	New
ETFIS SER TR I	VIRTUS REAVES UT	$201K	0.1%	2,510 SH	New
EXXON MOBIL CORP	COM	$3.4M	1.6%Prev: 6.2%	19,827 SH	Decreased-52,197 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$933K	0.4%	4,000 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$258K	0.1%	1,066 SH	New
INTUITIVE SURGICAL INC	COM NEW	$11.0M	5.2%	23,862 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.1M	1.0%	8,863 SH	New
INVESCO QQQ TR	UNIT SER 1	$8.1M	3.8%	13,983 SH	New
JOHNSON & JOHNSON	COM	$526K	0.2%Prev: 0.2%	2,150 SH	Increased+250 SH
LEONARDO DRS INC	COM	$493K	0.2%	11,066 SH	New
MCKESSON CORP	COM	$476K	0.2%Prev: 0.3%	550 SH	Increased
META PLATFORMS INC	CL A	$314K	0.1%	549 SH	New
MICROSOFT CORP	COM	$282K	0.1%	762 SH	New
MICROVISION INC DEL	COM NEW	$65K	0.0%	101,000 SH	New
NETFLIX INC.	COM	$5.7M	2.7%	59,050 SH	New
NRG ENERGY INC	COM NEW	$1.6M	0.8%	11,125 SH	New
NVIDIA CORPORATION	COM	$83.9M	39.6%	481,130 SH	New
OUTDOOR HOLDING CO	COM	$20K	0.0%	10,000 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$21.7M	10.3%	148,505 SH	New
PLUG PWR INC	COM NEW	$1.1M	0.5%	500,000 SH	New
PROCTER & GAMBLE CO	COM	$267K	0.1%Prev: 0.2%	1,850 SH	Increased+450 SH
RECURSION PHARMACEUTICALS IN	CL A	$227K	0.1%	74,000 SH	New
RED CAT HLDGS INC	COM	$373K	0.2%Prev: 0.1%	28,500 SH	Increased+5,500 SH
RTX CORPORATION	COM	$2.9M	1.4%	15,000 SH	New
SAMSARA INC	COM CL A	$979K	0.5%	30,900 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$1.9M	0.9%	25,387 SH	New
SOMNIGROUP INTERNATIONAL INC	COM	$1.3M	0.6%	17,532 SH	New
SOUNDHOUND AI INC	CLASS A COM	$1.7M	0.8%	254,000 SH	New
SPDR GOLD TR	GOLD SHS	$407K	0.2%	945 SH	New
THE TRADE DESK INC	COM CL A	$1.3M	0.6%	58,250 SH	New
UNITED STATES ANTIMONY CORP	COM	$576K	0.3%	66,000 SH	New
UNUSUAL MACHS INC	COM SHS	$744K	0.4%	60,000 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$283K	0.1%	2,478 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$5.0M	2.4%	40,538 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$746K	0.4%	6,497 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$6.1M	2.9%	23,527 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$868K	0.4%	3,021 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	1.2%	4,271 SH	New
VERTIV HOLDINGS CO	COM CL A	$7.2M	3.4%	28,729 SH	New
WEC ENERGY GROUP INC	COM	$2.6M	1.2%	22,717 SH	New
WESTERN DIGITAL CORP	COM	$1.6M	0.8%	6,000 SH	New

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $1.8M
AIRSHIP AI HLDGS INC — $52K
AMAZON.COM INC — $492K
AMMO INC — $28K
ARCHER-DANIELS MIDLAND C — $2.2M
BIGBEAR AI HLDGS INC — $640K
BRIDGER AEROSPACE GROUP — $197K
CHENIERE ENERGY INC — $4.1M
CONOCOPHILLIPS — $5.1M
COPART INC — $2.0M
DELL TECHNOLOGIES INC — $3.1M
DEVON ENERGY CORP NEW — $550K
DRAGANFLY INC EQUITY F — $325K
DUKE ENERGY CORP NEW — $213K
ELI LILLY AND CO — $206K
FERGUSON ENTERPRISES INC — $641K
HEWLETT PACKARD ENTERPRI — $3.2M
INTUITIVE SURGICAL INC — $5.4M
INVESCO QQQ TRUST — $5.8M
ISHARES MICRO CAP ETF — $222K
… and 18 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR/A	0002051613-26-000007	—	View
Jan 15, 2026	Q4 2025	13F-HR	0002051613-26-000001	$210.2M	View
Oct 20, 2025	Q3 2025