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KIECKHEFER GROUP LLC

Q3 2025 13F Holdings

  • Location
    mequon, WI
  • Num holdings

    52

  • Value ($000)

    $213,688

  • Date Filed
    10/20/2025
  • Form type
    13F-HR
  • CIK
    0002051613
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$89.98M
42 %

482,237

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$27.67M
13 %

151,710

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$8.26M
4 %

13,757

V
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
922908538
$6.94M
3 %

23,626

B
BWXT

BWX TECHNOLOGIES INC

COM
05605H100
$6.8M
3 %

36,895

I
ISRG

INTUITIVE SURGICAL INC

COM NEW
46120E602
$6.5M
3 %

14,540

N
NFLX

NETFLIX INC

COM
64110L106
$6.4M
3 %

5,335

V
VRT

VERTIV HOLDINGS CO

COM CL A
92537N108
$5.49M
3 %

36,404

V
VIOG

VANGUARD ADMIRAL FDS INC

SMLCP 600 GRTH
921932794
$5.07M
2 %

41,612

H
HPE

HEWLETT PACKARD ENTERPRISE C

COM
42824C109
$4.93M
2 %

200,700

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