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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
  1. NVIDIA CORPORATION · COM · 67066G104 · shares: $26,210,014
  2. APPLE INC · COM · 037833100 · shares: $22,981,008
  3. AMAZON COM INC · COM · 023135106 · shares: $22,603,200
  4. ALPHABET INC · CAP STK CL C · 02079K107 · shares: $18,397,003
  5. AGNICO EAGLE MINES LTD · COM · 008474108 · shares: $14,711,957
  6. META PLATFORMS INC · CL A · 30303M102 · shares: $11,876,746
  7. SUNOCO LP/SUNOCO FIN CORP · COM UT REP LP · 86765K109 · shares: $11,665,566
  8. COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $10,715,377
  9. ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $10,121,569
  10. DELL TECHNOLOGIES INC · CL C · 24703L202 · shares: $10,113,460

Reported holdings

119 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
NVIDIA CORPORATIONCOM67066G104 — 114,765 shares $26,210,014
APPLE INCCOM037833100 — 69,008 shares $22,981,008
AMAZON COM INCCOM023135106 — 90,721 shares $22,603,200
ALPHABET INCCAP STK CL C02079K107 — 53,991 shares $18,397,003
AGNICO EAGLE MINES LTDCOM008474108 — 80,275 shares $14,711,957
META PLATFORMS INCCL A30303M102 — 16,378 shares $11,876,746
SUNOCO LP/SUNOCO FIN CORPCOM UT REP LP86765K109 — 160,087 shares $11,665,566
COSTCO WHOLESALE CORPORATIONCOM22160K105 — 11,771 shares $10,715,377
ADVANCED MICRO DEVICES INCCOM007903107 — 16,545 shares $10,121,569
DELL TECHNOLOGIES INCCL C24703L202 — 18,800 shares $10,113,460
EXXONMOBIL HOLDINGS CORPCOM SHS30233Q108 — 58,864 shares $9,580,168
VANECK ETF TRUSTGOLD MINERS ETF92189F106 — 100,530 shares $8,826,548
BLOOM ENERGY CORPCOM CL A093712107 — 31,712 shares $8,783,590
ALPHABET INCCAP STK CL A02079K305 — 25,402 shares $8,740,410
MICRON TECHNOLOGY INCCOM595112103 — 8,144 shares $8,674,256
GE VERNOVA INCCOM36828A101 — 8,175 shares $7,769,843
MICROSOFT CORPCOM594918104 — 15,119 shares $7,754,423
MPLX LPCOM UNIT REP LTD55336V100 — 134,274 shares $7,562,306
VANECK ETF TRUSTJUNIOR GOLD MINE92189F791 — 63,471 shares $7,232,478
ELI LILLY & COCOM532457108 — 6,157 shares $7,124,377
IMMUNITYBIO INCCOM45256X103 — 613,385 shares $5,790,356
TESLA INCCOM88160R101 — 16,024 shares $5,685,475
WALMART INCCOM931142103 — 45,364 shares $4,714,212
SPDR SERIES TRUSTST STR SP BIOT78464A870 — 28,304 shares $4,463,047
STARBUCKS CORPCOM855244109 — 45,706 shares $4,294,582
BLACKSTONE INCCOM09260D107 — 37,810 shares $4,238,113
INTEL CORPCOM458140100 — 33,780 shares $4,061,315
SOUTHWEST AIRLS COCOM844741108 — 89,623 shares $3,731,888
PALANTIR TECHNOLOGIES INCCL A69608A108 — 18,789 shares $3,514,482
SPACE EXPLORATION TECHN CORPCLASS A COM STK84615Q103 — 23,010 shares $3,471,289
ENTERPRISE PRODS PARTNERS LCOM293792107 — 96,470 shares $3,435,297
SANDISK CORPCOM80004C200 — 1,965 shares $3,418,884
NETFLIX INC.COM64110L106 — 41,006 shares $2,853,225
CAMECO CORPCOM13321L108 — 31,852 shares $2,760,601
SPDR GOLD TRGOLD SHS78463V107 — 6,869 shares $2,615,990
CELSIUS HLDGS INCCOM NEW15118V207 — 92,130 shares $2,519,746
ALAMOS GOLD INCCOM CL A011532108 — 75,545 shares $2,451,638
CATERPILLAR INCCOM149123101 — 2,850 shares $2,310,752
BERKSHIRE HATHAWAY INC DELCL B NEW084670702 — 4,102 shares $2,042,757
ENERGY TRANSFER L PCOM UT LTD PTN29273V100 — 101,028 shares $1,997,314
UBER TECHNOLOGIES INCCOM90353T100 — 27,030 shares $1,851,847
CHEVRON CORPORATIONCOM166764100 — 8,556 shares $1,747,221
REAVES UTIL INCOME FDCOM SH BEN INT756158101 — 48,513 shares $1,666,407
ISHARES INCMSCI SINGPOR ETF46434G780 — 49,600 shares $1,649,696
DEERE & COCOM244199105 — 2,427 shares $1,629,852
CROWDSTRIKE HLDGS INCCL A22788C105 — 5,864 shares $1,552,494
SALESFORCE INCCOM79466L302 — 6,400 shares $1,469,248
MARVELL TECHNOLOGY INCCOM573874104 — 5,279 shares $1,394,765
CISCO SYS INCCOM17275R102 — 12,774 shares $1,374,904
WESTERN MIDSTREAM PARTNERS LCOM UNIT LP INT958669103 — 29,600 shares $1,313,352
HIMALAYA SHIPPING LTDORD SHSG4660A103 — 69,250 shares $1,202,873
NUVEEN AMT FREE QLTY MUN INCCOM670657105 — 119,232 shares $1,186,358
TORTOISE ENERGY INFRSTRCTR CCOM89147L886 — 29,685 shares $1,136,624
MCDONALDS CORPCOM580135101 — 4,812 shares $1,111,205
PIMCO ETF TRMULTISECTOR BD72201R585 — 43,130 shares $1,095,071
AKAMAI TECHNOLOGIES INCCOM00971T101 — 10,200 shares $1,084,770
SHOPIFY INCCL A SUB VTG SHS82509L107 — 7,000 shares $1,038,100
AEROVIRONMENT INCCOM008073108 — 7,150 shares $1,016,873
SYNOPSYS INCCOM871607107 — 2,231 shares $970,428
NUVEEN QUALITY MUNCP INCOMECOM67066V101 — 89,422 shares $904,954
MERCK & CO INCCOM58933Y105 — 6,003 shares $872,296
HOME DEPOT INCCOM437076102 — 3,025 shares $860,582
ALAMO GROUP INCCOM011311107 — 5,400 shares $835,758
BERKSHIRE HATHAWAY INC DELCL A084670108 — 1 shares $747,005
WESTERN DIGITAL CORPCOM958102105 — 1,600 shares $727,136
BROADCOM INCCOM11135F101 — 1,840 shares $646,190
VALERO ENERGY CORPCOM91913Y100 — 1,622 shares $628,554
NUVEEN AMT FREE MUN CR INC FCOM67071L106 — 59,146 shares $627,536
UNITED PARCEL SVCS INCCL B911312106 — 6,432 shares $600,983
SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R103 — 650 shares $599,521
PALO ALTO NETWORKS INCCOM697435105 — 1,500 shares $595,965
GARMIN LTDSHSH2906T109 — 2,000 shares $573,680
SSR MINING INCOM784730103 — 16,900 shares $563,108
ALPS ETF TRALERIAN MLP00162Q452 — 10,675 shares $553,712
JOHNSON & JOHNSONCOM478160104 — 2,028 shares $536,893
CLOUDFLARE INCCL A COM18915M107 — 1,510 shares $524,393
STEEL DYNAMICS INCCOM858119100 — 2,282 shares $505,714
TRANE TECHNOLOGIES PLCSHSG8994E103 — 1,100 shares $497,178
CORNING INCCOM219350105 — 3,160 shares $485,882
LUMENTUM HLDGS INCCOM55024U109 — 500 shares $485,630
TEMPLETON EMERGING MKTS INCOCOM880192109 — 74,597 shares $458,771
GOLDMAN SACHS GROUP INCCOM38141G104 — 508 shares $457,383
BOEING COCOM097023105 — 2,284 shares $424,877
GENERAC HLDGS INCCOM368736104 — 2,050 shares $424,248
FRANCO NEV CORPCOM351858105 — 1,732 shares $412,451
AT&T INCCOM00206R102 — 16,380 shares $399,675
VISA INCCOM CL A92826C839 — 991 shares $356,096
UPSTART HLDGS INCCOM91680M107 — 15,000 shares $344,850
MARATHON PETE CORPCOM56585A102 — 867 shares $342,829
SPHERE ENTERTAINMENT COCL A55826T102 — 2,500 shares $336,100
ABBVIE INCCOM00287Y109 — 1,269 shares $331,836
ARISTA NETWORKS INCCOM SHS040413205 — 1,500 shares $305,385
ERO COPPER CORPCOM296006109 — 8,000 shares $294,618
ALTRIA GROUP INCCOM02209S103 — 4,317 shares $290,735
GOLDMAN SACHS ETF TRS&P 500 PREMIUM38149W622 — 5,120 shares $285,850
CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARESG25457105 — 1,445 shares $281,472
ISHARES BITCOIN TRUST ETFSHS BEN INT46438F101 — 5,900 shares $279,306
CAPITAL GRP FIXED INCM ETF TSHORT DURATION14020Y409 — 10,620 shares $268,155
VERIZON COMMUNICATIONS INCCOM92343V104 — 5,829 shares $267,373
VERTIV HOLDINGS COCOM CL A92537N108 — 1,105 shares $266,722