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Disclosed positions
KIECKHEFER GROUP LLC: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- NVIDIA CORPORATION
- Ticker
- NVDA
- Class
- COM
- Reported value
- $96,287,166
- Reported amount
- 481,219
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002051613-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| NVIDIA CORPORATION | NVDA | COM | $96,287,166 | 481,219 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $17,425,248 | 149,355 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $13,650,766 | 31,639 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $10,370,515 | 14,083 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $9,518,598 | 28,429 | SH | None |
| BWX TECHNOLOGIES INC | BWXT | COM | $7,672,714 | 39,418 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $7,206,401 | 23,527 | SH | None |
| VANGUARD ADMIRAL FDS INC | VIOG | SMLCP 600 GRTH | $6,202,684 | 40,429 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $5,276,418 | 13,268 | SH | None |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | $4,339,506 | 15,957 | SH | None |
| NETFLIX INC. | NFLX | COM | $4,216,170 | 59,050 | SH | None |
| CHENIERE ENERGY INC | LNG | COM NEW | $3,993,857 | 16,710 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $3,832,320 | 6,000 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $3,175,031 | 10,480 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,001,498 | 4,370 | SH | None |
| RTX CORPORATION | RTX | COM | $2,849,175 | 15,017 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $2,719,908 | 19,894 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $2,716,618 | 3,166 | SH | None |
| WEC ENERGY GROUP INC | WEC | COM | $2,594,279 | 22,217 | SH | None |
| CATERPILLAR INC | CAT | COM | $2,502,515 | 2,350 | SH | None |
| ARCHER DANIELS MIDLAND CO | ADM | COM | $2,435,632 | 31,880 | SH | None |
| CORNING INC | GLW | COM | $2,349,956 | 9,200 | SH | None |
| SOLSTICE ADVANCED MATLS INC | SOLS | COM SHS | $2,243,086 | 25,317 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,760,292 | 1,525 | SH | None |
| DRAGANFLY INC. | DPRO | COM | $1,710,861 | 315,657 | SH | None |
| SOUNDHOUND AI INC | SOUN | CLASS A COM | $1,643,380 | 254,000 | SH | None |
| NOKIA CORP | NOK | SPONSORED ADR | $1,640,611 | 123,540 | SH | None |
| NRG ENERGY INC | NRG | COM NEW | $1,566,494 | 10,725 | SH | None |
| BORGWARNER INC | BWA | COM | $1,557,080 | 23,450 | SH | None |
| SOMNIGROUP INTERNATIONAL INC | SGI | COM | $1,374,509 | 17,532 | SH | None |
| PLUG PWR INC | PLUG | COM NEW | $1,355,000 | 500,000 | SH | None |
| UNUSUAL MACHS INC | UMAC | COM SHS | $1,338,000 | 60,000 | SH | None |
| THE TRADE DESK INC | TTD | COM CL A | $1,035,080 | 57,250 | SH | None |
| SAMSARA INC | IOT | COM CL A | $1,002,087 | 30,900 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $973,608 | 12,084 | SH | None |
| FERGUSON ENTERPRISES INC | FERG | COMMON STOCK NEW | $949,320 | 4,000 | SH | None |
| APPLE INC | AAPL | COM | $933,186 | 3,225 | SH | None |
| VANGUARD ADMIRAL FDS INC | VIOO | SMLLCP 600 IDX | $910,123 | 6,617 | SH | None |
| AMAZON COM INC | AMZN | COM | $793,672 | 3,330 | SH | None |
| EMCOR GROUP INC | EME | COM | $663,904 | 800 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $574,734 | 2,263 | SH | None |
| LEONARDO DRS INC | DRS | COM | $472,186 | 11,066 | SH | None |
| UNITED STATES ANTIMONY CORP | UAMY | COM | $442,860 | 61,000 | SH | None |
| ABBVIE INC | ABBV | COM | $427,788 | 1,700 | SH | None |
| MCKESSON CORP | MCK | COM | $415,580 | 550 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $356,748 | 2,100 | SH | None |
| NEWSMAX INC | NMAX | COM SHS CLASS B | $351,900 | 42,500 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $348,119 | 945 | SH | None |
| CIENA CORP | CIEN | COM NEW | $343,392 | 700 | SH | None |
| VANGUARD ADMIRAL FDS INC | IVOO | MIDCP 400 IDX | $339,913 | 2,607 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.