13F Insight
DOSSIER · 13F-HR · Q2 2026

Kercheville Advisors, LLC

$328M in tracked AUM across 108 positions as of Q2 2026.

KA
CIK 0001890748 · last filed Jun 30, 2026
Total AUM
$328M
as of Q2 2026
Holdings
108
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Kercheville Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$22M111K6.8%02
AMZN
AMAZON COM INC
$22M91K6.6%03
AAPL
APPLE INC
$20M70K6.1%04
GOOG
ALPHABET INC
$19M54K5.8%05
AEM
AGNICO EAGLE MINES LTD
$13M82K3.9%06
COST
COSTCO WHOLESALE CORPORATION
$11M12K3.5%07
SUN
SUNOCO LP/SUNOCO FIN CORP
$11M159K3.3%08
AMD
ADVANCED MICRO DEVICES INC
$10M17K3.0%09
GEV
GE VERNOVA INC
$10M8K2.9%10
GOOGL
ALPHABET INC
$9M26K2.8%

Filing history

2026Q2Jun 30
$328M▲ 5.0%
108 positionsView →2026Q1Mar 31
$313M▼ 18.1%
106 positionsView →2025Q4Dec 31
$382M▲ 15.3%
117 positionsView →2025Q3Sep 30
$331M▲ 14.2%
106 positionsView →2025Q2Jun 30
$290M▲ 18.1%
105 positionsLocked2025Q1Mar 31
$245M▼ 4.8%
89 positionsLocked2024Q4Dec 31
$258M▲ 8.7%
94 positionsLocked2024Q3Sep 30
$237M▲ 2.9%
85 positionsLocked2024Q2Jun 30
$230M▲ 8.8%
84 positionsLocked2024Q1Mar 31
$212M▲ 18.9%
86 positionsLocked2023Q4Dec 31
$178M▲ 13.0%
81 positionsLocked2023Q3Sep 30
$158M▼ 4.6%
74 positionsLocked
Showing 12 of 23