KIECKHEFER GROUP LLC

Q4 2025 13F Holdings

  • Location
    mequon, WI
  • Num holdings

    54

  • Value ($000)

    $210,163

  • Date Filed
    01/15/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$89.26 M
43 %

478,588

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$26.39 M
13 %

148,440

I
ISRG

INTUITIVE SURGICAL INC

COM NEW
46120E602
$13.60 M
7 %

24,012

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$8.46 M
4 %

13,778

B
BWXT

BWX TECHNOLOGIES INC

COM
05605H100
$6.78 M
3 %

39,218

V
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
922908538
$6.57 M
3 %

23,527

N
NFLX

NETFLIX INC

COM
64110L106
$5.51 M
3 %

58,800

V
VIOG

VANGUARD ADMIRAL FDS INC

SMLCP 600 GRTH
921932794
$4.97 M
2 %

41,015

V
VRT

VERTIV HOLDINGS CO

COM CL A
92537N108
$4.66 M
2 %

28,754

D
DELL

DELL TECHNOLOGIES INC

CL C
24703L202
$4.07 M
2 %

32,308

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