KIECKHEFER GROUP LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| INTUITIVE SURGICAL INC | 0 | 24,012 | +24,012 | 0 | 13,599,436 | +13,599,436 |
| CATERPILLAR INC | 0 | 2,200 | +2,200 | 0 | 1,260,314 | +1,260,314 |
| SOLSTICE ADVANCED MATLS INC | 0 | 25,362 | +25,362 | 0 | 1,232,086 | +1,232,086 |
| PLUG POWER INC | 0 | 500,000 | +500,000 | 0 | 985,000 | +985,000 |
| WESTERN DIGITAL CORP | 0 | 6,000 | +6,000 | 0 | 1,033,620 | +1,033,620 |
| EXACT SCIENCES CORP | 0 | 3,000 | +3,000 | 0 | 304,680 | +304,680 |
| ELI LILLY & CO | 0 | 250 | +250 | 0 | 268,670 | +268,670 |
| MICROSOFT CORP | 0 | 450 | +450 | 0 | 217,629 | +217,629 |
| INVESCO QQQ TR | 0 | 13,778 | +13,778 | 0 | 8,463,666 | +8,463,666 |
| ANGEL STUDIOS INC | 0 | 40,000 | +40,000 | 0 | 186,800 | +186,800 |
| RTX CORPORATION | 0 | 10,000 | +10,000 | 0 | 1,834,000 | +1,834,000 |
| EXXON MOBIL CORP | 0 | 19,827 | +19,827 | 0 | 2,385,981 | +2,385,981 |
| META PLATFORMS INC | 0 | 499 | +499 | 0 | 329,385 | +329,385 |
| SOMNIGROUP INTERNATIONAL INC | 0 | 17,532 | +17,532 | 0 | 1,565,257 | +1,565,257 |
| AMAZON COM INC | 0 | 2,795 | +2,795 | 0 | 645,142 | +645,142 |
| JOHNSON & JOHNSON | 0 | 2,150 | +2,150 | 0 | 444,943 | +444,943 |
| VANGUARD INDEX FDS | 0 | 2,407 | +2,407 | 0 | 1,509,356 | +1,509,356 |
| SPDR GOLD TR | 0 | 945 | +945 | 0 | 374,513 | +374,513 |
| MCKESSON CORP | 0 | 550 | +550 | 0 | 451,160 | +451,160 |
| INTERNATIONAL BUSINESS MACHS | 0 | 766 | +766 | 0 | 226,897 | +226,897 |
| VANGUARD ADMIRAL FDS INC | 0 | 2,474 | +2,474 | 0 | 276,639 | +276,639 |
| OUTDOOR HOLDING CO | 0 | 10,000 | +10,000 | 0 | 17,100 | +17,100 |
| FERGUSON ENTERPRISES INC | 0 | 4,000 | +4,000 | 0 | 890,520 | +890,520 |
| VANGUARD INDEX FDS | 0 | 3,021 | +3,021 | 0 | 876,755 | +876,755 |
| DUKE ENERGY CORP NEW | 0 | 1,748 | +1,748 | 0 | 204,883 | +204,883 |
| SHOPIFY INC | 0 | 1,418 | +1,418 | 0 | 228,255 | +228,255 |
| PROCTER AND GAMBLE CO | 0 | 1,850 | +1,850 | 0 | 265,124 | +265,124 |
| BWX TECHNOLOGIES INC | 0 | 39,218 | +39,218 | 0 | 6,778,439 | +6,778,439 |
| ABBVIE INC | 0 | 1,700 | +1,700 | 0 | 388,433 | +388,433 |
| NRG ENERGY INC | 0 | 11,125 | +11,125 | 0 | 1,771,545 | +1,771,545 |
| AIRSHIP AI HLDGS INC | 0 | 12,440 | +12,440 | 0 | 35,952 | +35,952 |
| ARISTA NETWORKS INC | 0 | 2,100 | +2,100 | 0 | 275,163 | +275,163 |
| RECURSION PHARMACEUTICALS IN | 0 | 74,000 | +74,000 | 0 | 302,660 | +302,660 |
| SAMSARA INC | 0 | 30,900 | +30,900 | 0 | 1,095,405 | +1,095,405 |
| UNITED STATES ANTIMONY CORP | 0 | 66,000 | +66,000 | 0 | 331,320 | +331,320 |
| APPLE INC | 0 | 3,312 | +3,312 | 0 | 900,400 | +900,400 |
| RED CAT HLDGS INC | 0 | 28,500 | +28,500 | 0 | 226,005 | +226,005 |
| BRIDGER AEROSPACE GRP HLDGS | 0 | 240,366 | +240,366 | 0 | 439,870 | +439,870 |
| VANGUARD ADMIRAL FDS INC | 0 | 41,015 | +41,015 | 0 | 4,974,521 | +4,974,521 |
| INVESCO EXCH TRADED FD TR II | 0 | 7,617 | +7,617 | 0 | 1,926,457 | +1,926,457 |
| MICROVISION INC DEL | 0 | 126,000 | +126,000 | 0 | 104,341 | +104,341 |
| VANGUARD ADMIRAL FDS INC | 0 | 6,497 | +6,497 | 0 | 720,924 | +720,924 |
| UNUSUAL MACHS INC | 0 | 60,000 | +60,000 | 0 | 764,400 | +764,400 |
| ARCHER DANIELS MIDLAND CO | 0 | 31,900 | +31,900 | 0 | 1,833,931 | +1,833,931 |
| ALPHABET INC | 0 | 0 | 0 | 0 | 0 | 0 |
| WEC ENERGY GROUP INC | 0 | 22,807 | +22,807 | 0 | 2,405,226 | +2,405,226 |
| VANGUARD INDEX FDS | 0 | 23,527 | +23,527 | 0 | 6,567,249 | +6,567,249 |
| DRAGANFLY INC. | 0 | 313,157 | +313,157 | 0 | 2,163,915 | +2,163,915 |
| DELL TECHNOLOGIES INC | 0 | 32,308 | +32,308 | 0 | 4,066,930 | +4,066,930 |
| NVIDIA CORPORATION | 0 | 478,588 | +478,588 | 0 | 89,256,602 | +89,256,602 |
| CHENIERE ENERGY INC | 0 | 18,860 | +18,860 | 0 | 3,666,195 | +3,666,195 |
| HONEYWELL INTL INC | 0 | 0 | 0 | 0 | 0 | 0 |
| VERTIV HOLDINGS CO | 0 | 28,754 | +28,754 | 0 | 4,658,436 | +4,658,436 |
| LEONARDO DRS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| NETFLIX INC | 0 | 58,800 | +58,800 | 0 | 5,513,088 | +5,513,088 |
| PALANTIR TECHNOLOGIES INC | 0 | 148,440 | +148,440 | 0 | 26,385,210 | +26,385,210 |
| SOUNDHOUND AI INC | 0 | 254,000 | +254,000 | 0 | 2,532,380 | +2,532,380 |
| HEWLETT PACKARD ENTERPRISE C | 0 | 0 | 0 | 0 | 0 | 0 |