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Kercheville Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $361,386,802
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $26,210,014
- APPLE INC · COM · 037833100 · shares: $22,981,008
- AMAZON COM INC · COM · 023135106 · shares: $22,603,200
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $18,397,003
- AGNICO EAGLE MINES LTD · COM · 008474108 · shares: $14,711,957
- META PLATFORMS INC · CL A · 30303M102 · shares: $11,876,746
- SUNOCO LP/SUNOCO FIN CORP · COM UT REP LP · 86765K109 · shares: $11,665,566
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $10,715,377
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $10,121,569
- DELL TECHNOLOGIES INC · CL C · 24703L202 · shares: $10,113,460
Reported holdings
119 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 114,765 shares | $26,210,014 |
| APPLE INC | COM | 037833100 | — | 69,008 shares | $22,981,008 |
| AMAZON COM INC | COM | 023135106 | — | 90,721 shares | $22,603,200 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 53,991 shares | $18,397,003 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 80,275 shares | $14,711,957 |
| META PLATFORMS INC | CL A | 30303M102 | — | 16,378 shares | $11,876,746 |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | 86765K109 | — | 160,087 shares | $11,665,566 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 11,771 shares | $10,715,377 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 16,545 shares | $10,121,569 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 18,800 shares | $10,113,460 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 58,864 shares | $9,580,168 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 100,530 shares | $8,826,548 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 31,712 shares | $8,783,590 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 25,402 shares | $8,740,410 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 8,144 shares | $8,674,256 |
| GE VERNOVA INC | COM | 36828A101 | — | 8,175 shares | $7,769,843 |
| MICROSOFT CORP | COM | 594918104 | — | 15,119 shares | $7,754,423 |
| MPLX LP | COM UNIT REP LTD | 55336V100 | — | 134,274 shares | $7,562,306 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | — | 63,471 shares | $7,232,478 |
| ELI LILLY & CO | COM | 532457108 | — | 6,157 shares | $7,124,377 |
| IMMUNITYBIO INC | COM | 45256X103 | — | 613,385 shares | $5,790,356 |
| TESLA INC | COM | 88160R101 | — | 16,024 shares | $5,685,475 |
| WALMART INC | COM | 931142103 | — | 45,364 shares | $4,714,212 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 28,304 shares | $4,463,047 |
| STARBUCKS CORP | COM | 855244109 | — | 45,706 shares | $4,294,582 |
| BLACKSTONE INC | COM | 09260D107 | — | 37,810 shares | $4,238,113 |
| INTEL CORP | COM | 458140100 | — | 33,780 shares | $4,061,315 |
| SOUTHWEST AIRLS CO | COM | 844741108 | — | 89,623 shares | $3,731,888 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 18,789 shares | $3,514,482 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 23,010 shares | $3,471,289 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 96,470 shares | $3,435,297 |
| SANDISK CORP | COM | 80004C200 | — | 1,965 shares | $3,418,884 |
| NETFLIX INC. | COM | 64110L106 | — | 41,006 shares | $2,853,225 |
| CAMECO CORP | COM | 13321L108 | — | 31,852 shares | $2,760,601 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 6,869 shares | $2,615,990 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 | — | 92,130 shares | $2,519,746 |
| ALAMOS GOLD INC | COM CL A | 011532108 | — | 75,545 shares | $2,451,638 |
| CATERPILLAR INC | COM | 149123101 | — | 2,850 shares | $2,310,752 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,102 shares | $2,042,757 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 101,028 shares | $1,997,314 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 27,030 shares | $1,851,847 |
| CHEVRON CORPORATION | COM | 166764100 | — | 8,556 shares | $1,747,221 |
| REAVES UTIL INCOME FD | COM SH BEN INT | 756158101 | — | 48,513 shares | $1,666,407 |
| ISHARES INC | MSCI SINGPOR ETF | 46434G780 | — | 49,600 shares | $1,649,696 |
| DEERE & CO | COM | 244199105 | — | 2,427 shares | $1,629,852 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 5,864 shares | $1,552,494 |
| SALESFORCE INC | COM | 79466L302 | — | 6,400 shares | $1,469,248 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 5,279 shares | $1,394,765 |
| CISCO SYS INC | COM | 17275R102 | — | 12,774 shares | $1,374,904 |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 958669103 | — | 29,600 shares | $1,313,352 |
| HIMALAYA SHIPPING LTD | ORD SHS | G4660A103 | — | 69,250 shares | $1,202,873 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 670657105 | — | 119,232 shares | $1,186,358 |
| TORTOISE ENERGY INFRSTRCTR C | COM | 89147L886 | — | 29,685 shares | $1,136,624 |
| MCDONALDS CORP | COM | 580135101 | — | 4,812 shares | $1,111,205 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | — | 43,130 shares | $1,095,071 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | — | 10,200 shares | $1,084,770 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 7,000 shares | $1,038,100 |
| AEROVIRONMENT INC | COM | 008073108 | — | 7,150 shares | $1,016,873 |
| SYNOPSYS INC | COM | 871607107 | — | 2,231 shares | $970,428 |
| NUVEEN QUALITY MUNCP INCOME | COM | 67066V101 | — | 89,422 shares | $904,954 |
| MERCK & CO INC | COM | 58933Y105 | — | 6,003 shares | $872,296 |
| HOME DEPOT INC | COM | 437076102 | — | 3,025 shares | $860,582 |
| ALAMO GROUP INC | COM | 011311107 | — | 5,400 shares | $835,758 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $747,005 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 1,600 shares | $727,136 |
| BROADCOM INC | COM | 11135F101 | — | 1,840 shares | $646,190 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 1,622 shares | $628,554 |
| NUVEEN AMT FREE MUN CR INC F | COM | 67071L106 | — | 59,146 shares | $627,536 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 6,432 shares | $600,983 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 650 shares | $599,521 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 1,500 shares | $595,965 |
| GARMIN LTD | SHS | H2906T109 | — | 2,000 shares | $573,680 |
| SSR MINING IN | COM | 784730103 | — | 16,900 shares | $563,108 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | — | 10,675 shares | $553,712 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,028 shares | $536,893 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 1,510 shares | $524,393 |
| STEEL DYNAMICS INC | COM | 858119100 | — | 2,282 shares | $505,714 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 1,100 shares | $497,178 |
| CORNING INC | COM | 219350105 | — | 3,160 shares | $485,882 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 500 shares | $485,630 |
| TEMPLETON EMERGING MKTS INCO | COM | 880192109 | — | 74,597 shares | $458,771 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 508 shares | $457,383 |
| BOEING CO | COM | 097023105 | — | 2,284 shares | $424,877 |
| GENERAC HLDGS INC | COM | 368736104 | — | 2,050 shares | $424,248 |
| FRANCO NEV CORP | COM | 351858105 | — | 1,732 shares | $412,451 |
| AT&T INC | COM | 00206R102 | — | 16,380 shares | $399,675 |
| VISA INC | COM CL A | 92826C839 | — | 991 shares | $356,096 |
| UPSTART HLDGS INC | COM | 91680M107 | — | 15,000 shares | $344,850 |
| MARATHON PETE CORP | COM | 56585A102 | — | 867 shares | $342,829 |
| SPHERE ENTERTAINMENT CO | CL A | 55826T102 | — | 2,500 shares | $336,100 |
| ABBVIE INC | COM | 00287Y109 | — | 1,269 shares | $331,836 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,500 shares | $305,385 |
| ERO COPPER CORP | COM | 296006109 | — | 8,000 shares | $294,618 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 4,317 shares | $290,735 |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | 38149W622 | — | 5,120 shares | $285,850 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 1,445 shares | $281,472 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 5,900 shares | $279,306 |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 14020Y409 | — | 10,620 shares | $268,155 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 5,829 shares | $267,373 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 1,105 shares | $266,722 |