Kieckhefer Group
Kieckhefer Group reported 62 stocks worth $252M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are NVDA (43.6%), PLTR (11.1%) and DELL (5.7%). Compared with Q2 2026, the fund opened new positions in XOM, BW and VB, added to VRT, BWXT and CRDO, trimmed NVDA, PLTR and DELL and sold out of ISRG, XOM and WEC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $110M | 43.6% | 480K | −768 (−0%) | 8 of 8 | |
| 2 |  PLTR Palantir Technologies Inc | $27.8M | 11.1% | 149K | −500 (−0%) | 8 of 8 | |
| 3 |  DELL Dell Technologies Inc | $14.3M | 5.7% | 27K | −5,059 (−16%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $10.4M | 4.1% | 14K | No change | 8 of 8 | |
| 5 |  VRT Vertiv Holdings Co | $6.9M | 2.7% | 29K | +180 (+1%) | 8 of 8 | |
| 6 |  VOT Vanguard Index Fds | $6.9M | 2.7% | 24K | No change | 8 of 8 | |
| 7 |  BWXT Bwx Technologies Inc | $5.8M | 2.3% | 42K | +2,568 (+7%) | 6 of 8 | |
| 8 |  VIOG Vanguard Admiral Fds Inc | $5.6M | 2.2% | 40K | No change | 8 of 8 | |
| 9 |  CRDO Credo Technology Group Holdi | $5.4M | 2.1% | 28K | +12K (+74%) | 3 of 8 | |
| 10 |  GOOG Alphabet Inc | $4.5M | 1.8% | 13K | +12K (+1403%) | 5 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ISRG Intuitive Surgical Inc | $5.3M | 13K |
 XOM Exxon Mobil Corp | $2.7M | 20K |
 WEC Wec Energy Group Inc | $2.6M | 22K |
 TTD The Trade Desk Inc | $1M | 57K |
 KLAC Kla Corp | $302K | 1,000 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR/A Amendment | Q3 2026 | SEC filing ↗ |
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Kieckhefer Group 13F FAQ
What does Kieckhefer Group own?
Kieckhefer Group reported 62 stocks worth $252M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are NVDA (43.6%), PLTR (11.1%) and DELL (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Kieckhefer Group buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 11 added to, 28 trimmed and 7 sold out. New positions include XOM, BW and VB. It sold all of ISRG, XOM and WEC.
When will Kieckhefer Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kieckhefer Group's portfolio worth?
The Q3 2026 filing reports $252M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.