Skip to main content
Livermore
Livermore
ZHEN

Kercheville Advisors, LLC

SEC CIK
0001890748
Latest filing
Jul 30, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 30, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
108
+2 vs. Q1 2026
Portfolio value
$328.4M
+$15.8M (+5.0%) vs. Q1 2026
Filed
Jul 30, 2026
SEC
Holdings of Kercheville Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock111,087$22.2M6.8%−3,139−2.7%ReducedHistory
AMZNAmazon Com IncStock91,063$21.7M6.6%−385−0.4%ReducedHistory
AAPLApple Inc.Stock69,676$20.2M6.1%−461−0.7%ReducedHistory
GOOGAlphabet Inc.Stock53,782$19.0M5.8%−760−1.4%ReducedHistory
AEMAgnico Eagle Mines LtdStock81,877$12.7M3.9%−21,691−20.9%ReducedHistory
COSTCostco Wholesale CorpStock12,171$11.4M3.5%−309−2.5%ReducedHistory
SUNSunoco LPCOM UT REP LP159,086$10.7M3.3%+5,001+3.2%AddedHistory
AMDAdvanced Micro Devices IncStock17,100$9.93M3.0%−1,025−5.7%ReducedHistory
GEVGE Vernova Inc.Stock8,130$9.55M2.9%+493+6.5%AddedHistory
GOOGLAlphabet Inc.Stock25,952$9.27M2.8%−1,095−4.0%ReducedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF103,776$7.83M2.4%−26,037−20.1%Reduced–
MPLXMPLX LPCOM UNIT REP LTD137,657$7.75M2.4%+2,321+1.7%AddedHistory
METAMeta Platforms, Inc.Stock13,634$7.68M2.3%−3,910−22.3%ReducedHistory
LLYEli Lilly & CoStock6,001$7.20M2.2%+3,953+193.0%AddedHistory
DELLDell Technologies Inc.Stock16,550$7.14M2.2%+10,898+192.8%AddedHistory
WMTWalmart Inc.Stock62,399$7.07M2.2%−1,145−1.8%ReducedHistory
MUMicron Technology IncStock5,998$6.92M2.1%−6,357−51.5%ReducedHistory
TSLATesla, Inc.Stock15,895$6.69M2.0%+80+0.5%AddedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE64,321$6.32M1.9%−21,050−24.7%Reduced–
BEBloom Energy CorpCOM CL A18,765$5.68M1.7%−13,090−41.1%ReducedHistory
IBRXImmunityBio, Inc.COM644,685$5.64M1.7%+1,548+0.2%AddedHistory
CATCaterpillar IncStock5,190$5.53M1.7%+2,325+81.2%AddedHistory
INTCIntel CorpStock35,381$4.94M1.5%+35,381NewHistory
LUVSouthwest Airlines CoCOM89,874$4.62M1.4%−300−0.3%ReducedHistory
MSFTMicrosoft CorpStock12,294$4.59M1.4%−2,688−17.9%ReducedHistory
SBUXStarbucks CorpStock41,868$4.28M1.3%+8,794+26.6%AddedHistory
CCJCameco CorpStock41,702$4.25M1.3%−1,525−3.5%ReducedHistory
NFLXNetflix IncStock57,786$4.13M1.3%−26,600−31.5%ReducedHistory
State Street SPDR S&P Biotech ETF78464A870ETF24,795$3.92M1.2%+18,925+322.4%Added–
EPDEnterprise Products Partners L.P.Stock102,920$3.78M1.2%+9,600+10.3%AddedHistory
BXBlackstone Inc.COM27,460$3.23M1.0%−700−2.5%ReducedHistory
CELHCelsius Holdings, Inc.COM NEW106,330$3.11M0.9%−70,380−39.8%ReducedHistory
GLDSPDR Gold TrustETF7,144$2.63M0.8%−495−6.5%ReducedHistory
UBERUber Technologies, IncStock33,461$2.41M0.7%−2,400−6.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock4,156$2.08M0.6%−560−11.9%ReducedHistory
AGIAlamos Gold IncStock66,425$2.01M0.6%−10,699−13.9%ReducedHistory
UTGReaves Utility Income FundCOM SH BEN INT49,353$2.01M0.6%+1,708+3.6%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN100,459$1.92M0.6%+22,469+28.8%AddedHistory
PLTRPalantir Technologies Inc.Stock16,410$1.91M0.6%−8,417−33.9%ReducedHistory
GLWCorning IncCOM7,055$1.80M0.5%+3,925+125.4%AddedHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM137,134$1.61M0.5%−8,901−6.1%ReducedHistory
SPCXSpace Exploration Technologies CorpCLASS A COM STK8,890$1.52M0.5%+8,890NewHistory
PIMCO ETF Tr72201R585MULTISECTOR BD57,030$1.51M0.5%+700+1.2%Added–
CSCOCisco Systems, Inc.Stock12,815$1.51M0.5%+100+0.8%AddedHistory
MRVLMarvell Technology, Inc.COM5,014$1.49M0.5%+5,014NewHistory
DEDeere & CoStock2,260$1.43M0.4%00.0%UnchangedHistory
CVXChevron CorpStock8,481$1.41M0.4%−697−7.6%ReducedHistory
TYGTortoise Energy Infrastructure CorpCOM31,559$1.35M0.4%+8,459+36.6%AddedHistory
MCDMcDonalds CorpStock4,972$1.34M0.4%−122−2.4%ReducedHistory
iShares Russell 2000 ETF464287655ETF4,360$1.31M0.4%+4,360New–
PSNLPersonalis, Inc.COM93,800$1.26M0.4%+93,800NewHistory
HDHome Depot, Inc.Stock3,175$1.12M0.3%00.0%UnchangedHistory
NADNuveen Quality Municipal Income FundCOM92,362$1.12M0.3%+61+0.1%AddedHistory
SNDKSandisk CorpCOM490$1.11M0.3%+490NewHistory
PANWPalo Alto Networks IncStock3,200$1.09M0.3%+3,200NewHistory
SNPSSynopsys IncCOM2,231$995.3K0.3%−2,750−55.2%ReducedHistory
ALGAlamo Group IncCOM5,900$970.5K0.3%00.0%UnchangedHistory
AKAMAkamai Technologies IncCOM8,200$969.3K0.3%+1,250+18.0%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT22,000$962.7K0.3%+2,700+14.0%AddedHistory
STXSeagate Technology Holdings plcORD SHS800$772.0K0.2%−150−15.8%ReducedHistory
NVGNuveen AMT-Free Municipal Credit Income FundCEF59,123$756.8K0.2%−7,477−11.2%ReducedHistory
BRK.ABerkshire Hathaway IncCL A1$748.9K0.2%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock1,915$723.4K0.2%−75−3.8%ReducedHistory
SHOPShopify Inc.Stock6,130$699.9K0.2%−720−10.5%ReducedHistory
UPSUnited Parcel Service IncStock6,188$665.2K0.2%+568+10.1%AddedHistory
BABoeing CoStock2,914$630.7K0.2%+150+5.4%AddedHistory
TTTrane Technologies plcSHS1,156$567.8K0.2%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock543$549.2K0.2%+168+44.8%AddedHistory
STLDSteel Dynamics IncCOM2,382$546.6K0.2%00.0%UnchangedHistory
UPSTUpstart Holdings, Inc.COM15,000$531.5K0.2%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock4,003$514.4K0.2%00.0%UnchangedHistory
WDCWestern Digital CorpCOM800$511.0K0.2%−400−33.3%ReducedHistory
UECUranium Energy CorpCOM45,600$486.1K0.1%−14,950−24.7%ReducedHistory
GRMNGarmin LtdSHS2,000$475.1K0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock1,798$468.2K0.1%00.0%UnchangedHistory
TEITempleton Emerging Markets Income FundCOM64,639$435.7K0.1%+1,052+1.7%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF9,600$435.3K0.1%00.0%Unchanged–
Alps ETF Tr00162Q452ALERIAN MLP8,150$422.6K0.1%00.0%Unchanged–
CRDOCredo Technology Group Holding LtdStock1,435$390.2K0.1%+1,435NewHistory
FNVFranco Nevada CorpStock1,832$381.8K0.1%+1+0.1%AddedHistory
VRTVertiv Holdings CoCOM CL A1,100$368.4K0.1%+1,100NewHistory
ABBVAbbVie Inc.Stock1,416$356.4K0.1%+1+0.1%AddedHistory
VVisa Inc.Stock1,031$353.7K0.1%−100−8.8%ReducedHistory
TAT&T Inc.Stock16,363$338.7K0.1%+368+2.3%AddedHistory
NMZNuveen Municipal High Income Opportunity FundCOM29,364$310.4K0.1%+11,785+67.0%AddedHistory
MOAltria Group, Inc.Stock4,313$310.3K0.1%−95−2.2%ReducedHistory
AVAVAeroVironment IncCOM1,775$293.0K0.1%−75−4.1%ReducedHistory
XELXcel Energy IncStock3,641$292.4K0.1%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock360$274.7K0.1%+360NewHistory
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION10,620$273.3K0.1%+400+3.9%Added–
Goldman Sachs ETF Tr38149W622S&P 500 PREMIUM4,870$270.6K0.1%+450+10.2%Added–
First Tr Exchng Traded FD VI33740F631FT VEST US5,700$259.5K0.1%00.0%Unchanged–
VZVerizon Communications IncStock5,808$245.9K0.1%−59−1.0%ReducedHistory
BMYBristol Myers Squibb CoStock4,147$239.0K0.1%+110+2.7%AddedHistory
VGMInvesco Trust for Investment Grade MunicipalsCOM22,174$235.0K0.1%+31+0.1%AddedHistory
RCLRoyal Caribbean Cruises LtdCOM717$227.5K0.1%+717NewHistory
Goldman Sachs ETF Tr38149W630NASDA 100 ETF3,800$225.4K0.1%+3,800New–
FCXFreeport-McMoran IncStock3,532$222.1K0.1%+10.0%AddedHistory
MPCMarathon Petroleum CorpStock867$221.7K0.1%00.0%UnchangedHistory
SOFISoFi Technologies, Inc.Stock12,290$220.4K0.1%00.0%UnchangedHistory

Sold out since Q1 2026 (11)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Kercheville Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
XOMExxonMobil Holdings CorpCOM62,358$10.6M3.4%History
SLViShares Silver TrustETF21,825$1.49M0.5%History
SLBSLB LimitedStock21,400$1.10M0.4%History
LVSLas Vegas Sands CorpCOM15,684$845.1K0.3%History
FANGDiamondback Energy, Inc.Stock4,000$791.2K0.3%History
HALHalliburton CoStock17,050$664.8K0.2%History
BKRBaker Hughes CoCL A7,500$457.9K0.1%History
KGCKinross Gold CorpCOM10,800$329.6K0.1%History
iShares Inc464286772MSCI STH KOR ETF1,900$233.7K0.1%–
MUXMcEwen Inc.COM NEW11,000$224.6K0.1%History
NQPNuveen Pennsylvania Quality Municipal Income FundCOM10,000$119.3K<0.1%History