Kercheville-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  "AGI.TO",
  "AKAM",
  "MU",
  "NVG",
  "MPLX",
  "MMM",
  "ABBV",
  "BABA",
  "GOOGL",
  "GDXJ",
  "NMZ",
  "T",
  "CAT",
  "AVGO",
  "BIDU",
  "LNC",
  "NAD",
  "UTG",
  "TYG",
  "HD",
  "MCD",
  "FNV",
  "FSCO",
  "ISRG",
  "META",
  "VMO",
  "IQI",
  "DBL",
  "ODV",
  "TEI",
  "PMX",
  "VPV",
  "MSFT",
  null,
  "HMY",
  "HES",
  "BX",
  null,
  null,
  "AAPL",
  "NVDA",
  "GS",
  "PLTR",
  "VZ",
  "NOW",
  "SHOP",
  "GLD",
  "STLD",
  "SBUX",
  "UBER",
  "UPS",
  "ALG",
  "SUN",
  "BTG",
  "VCV",
  "TT",
  "AMZN",
  "NEA",
  "LUV",
  "VGM",
  "V",
  "WMT",
  "GRMN",
  "AEM",
  "ET",
  "NZF",
  "HESM",
  "UPST",
  null,
  "BRK-A",
  "BRK-B",
  "BMY",
  "CCJ",
  "CELH",
  "CSCO",
  "CDE",
  "COST",
  "CRWD",
  "DELL",
  "DE",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 89
Total Value: 245290634
Accession Number: 0001667731-25-000453
Form Type: 13F-HR
CIK: kercheville-advisors
Manager Name: Kercheville-Advisors

Data Enrichment

94% identified

84 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $245.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Palantir Technologies Inc.

PLTR|69608A108

Shares:14.4K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$245.3M)

REAVES UTILITY INCOME FUND

UTG|756158101

Shares:35.5K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$245.3M)

Nuveen Quality Municipal Income Fund

NAD|67066V101

Shares:93.5K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$245.3M)

3M CO

MMM|88579Y101

Shares:7.1K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$245.3M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:11.4K

Value:$988.4K

% of Portfolio:0.4% ($988.4K/$245.3M)

DEERE & CO

DE|244199105

Shares:2.0K

Value:$938.7K

% of Portfolio:0.4% ($938.7K/$245.3M)

SHOPIFY INC.

SHOP|82509L107

Shares:9.3K

Value:$883.7K

% of Portfolio:0.4% ($883.7K/$245.3M)

AKAMAI TECHNOLOGIES INC

AKAM|00971T101

Shares:10.8K

Value:$873.4K

% of Portfolio:0.4% ($873.4K/$245.3M)

CATERPILLAR INC

CAT|149123101

Shares:2.6K

Value:$861.4K

% of Portfolio:0.4% ($861.4K/$245.3M)

Upstart Holdings, Inc.

UPST|91680M107

Shares:15.0K

Value:$690.5K

% of Portfolio:0.3% ($690.5K/$245.3M)

CAMECO CORP

CCJ|13321L108

Shares:16.7K

Value:$687.7K

% of Portfolio:0.3% ($687.7K/$245.3M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$680.9K

% of Portfolio:0.3% ($680.9K/$245.3M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.3K

Value:$656.2K

% of Portfolio:0.3% ($656.2K/$245.3M)

00162Q452

Shares:12.1K

Value:$627.4K

% of Portfolio:0.3% ($627.4K/$245.3M)

TORTOISE ENERGY INFRASTRUCTURE CORP

TYG|89147L886

Shares:13.9K

Value:$598.4K

% of Portfolio:0.2% ($598.4K/$245.3M)

AT&T INC.

T|00206R102

Shares:20.1K

Value:$568.0K

% of Portfolio:0.2% ($568.0K/$245.3M)

37950E259

Shares:7.0K

Value:$565.4K

% of Portfolio:0.2% ($565.4K/$245.3M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:9.0K

Value:$549.0K

% of Portfolio:0.2% ($549.0K/$245.3M)

VISA INC.

V|92826C839

Shares:1.4K

Value:$508.2K

% of Portfolio:0.2% ($508.2K/$245.3M)

Trane Technologies plc

TT|G8994E103

Shares:1.5K

Value:$507.4K

% of Portfolio:0.2% ($507.4K/$245.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	14.4K	QoQ -46.63% (-12.6K) YoY NEW(+14.4K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$245.3M)	QoQ -40.44% (-$823.8K) YoY NEW(+$1.2M)
REAVES UTILITY INCOME FUND(UTGcusip756158101)	35.5K	QoQ +21.89% (+6.4K) YoY NEW(+35.5K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$245.3M)	QoQ +25.16% (+$232.5K) YoY NEW(+$1.2M)
Nuveen Quality Municipal Income Fund(NADcusip67066V101)	93.5K	QoQ +0.04% (-39) YoY +505.56% (+78.1K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$245.3M)	QoQ -1.15% (-$12.6K) YoY +508.73% (+$900.2K)
3M CO(MMMcusip88579Y101)	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$245.3M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
MICRON TECHNOLOGY INC(MUcusip595112103)	11.4K	QoQ -46.28% (-9.8K) YoY -35.36% (-6.2K)	All Managers (Combined)	$988.4K	0.4% ($988.4K/$245.3M)	QoQ -44.53% (-$793.7K) YoY -52.36% (-$1.1M)
DEERE & CO(DEcusip244199105)	2.0K	QoQ 0.00% (+0) YoY -4.76% (-100)	All Managers (Combined)	$938.7K	0.4% ($938.7K/$245.3M)	QoQ +10.77% (+$91.3K) YoY +8.82% (-$76.1K)
SHOPIFY INC.(SHOPcusip82509L107)	9.3K	QoQ +4.51% (-400) YoY -66.01% (-18.0K)	All Managers (Combined)	$883.7K	0.4% ($883.7K/$245.3M)	QoQ -6.14% (-$57.9K) YoY -57.95% (-$1.2M)
AKAMAI TECHNOLOGIES INC(AKAMcusip00971T101)	10.8K	QoQ -24.39% (-3.5K) YoY -36.10% (-6.1K)	All Managers (Combined)	$873.4K	0.4% ($873.4K/$245.3M)	QoQ -36.36% (-$499.2K) YoY -52.70% (-$973.3K)
CATERPILLAR INC(CATcusip149123101)	2.6K	QoQ +4.48% (-112) YoY +4.48% (-112)	All Managers (Combined)	$861.4K	0.4% ($861.4K/$245.3M)	QoQ -5.01% (-$45.5K) YoY -5.96% (-$54.6K)
Upstart Holdings, Inc.(UPSTcusip91680M107)	15.0K	QoQ -0.33% (-50) YoY +50.00% (+5.0K)	All Managers (Combined)	$690.5K	0.3% ($690.5K/$245.3M)	QoQ -25.48% (-$236.2K) YoY +156.76% (+$421.6K)
CAMECO CORP(CCJcusip13321L108)	16.7K	QoQ -11.63% (-2.2K) YoY -11.98% (-2.3K)	All Managers (Combined)	$687.7K	0.3% ($687.7K/$245.3M)	QoQ -29.22% (-$284.0K) YoY -16.37% (-$134.6K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$680.9K	0.3% ($680.9K/$245.3M)	QoQ 0.00% (+$0) YoY +7.32% (+$46.5K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.3K	QoQ +23.83% (+255) YoY +102.29% (+670)	All Managers (Combined)	$656.2K	0.3% ($656.2K/$245.3M)	QoQ +17.49% (+$97.7K) YoY +151.04% (+$394.8K)
(cusip00162Q452)✕	12.1K	QoQ +10.82% (+1.2K) YoY +42.11% (+3.6K)	All Managers (Combined)	$627.4K	0.3% ($627.4K/$245.3M)	QoQ +19.52% (+$102.5K) YoY +55.53% (+$224.0K)
TORTOISE ENERGY INFRASTRUCTURE CORP(TYGcusip89147L886)	13.9K	QoQ +21.55% (+2.5K) YoY NEW(+13.9K)	All Managers (Combined)	$598.4K	0.2% ($598.4K/$245.3M)	QoQ +24.59% (+$118.1K) YoY NEW(+$598.4K)
AT&T INC.(Tcusip00206R102)	20.1K	QoQ NEW(+20.1K) YoY NEW(+20.1K)	All Managers (Combined)	$568.0K	0.2% ($568.0K/$245.3M)	QoQ NEW(+$568.0K) YoY NEW(+$568.0K)
(cusip37950E259)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$565.4K	0.2% ($565.4K/$245.3M)	QoQ NEW(+$565.4K) YoY NEW(+$565.4K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	9.0K	QoQ +143.53% (+5.3K) YoY +138.24% (+5.2K)	All Managers (Combined)	$549.0K	0.2% ($549.0K/$245.3M)	QoQ +162.62% (+$339.9K) YoY +167.90% (+$344.0K)
VISA INC.(Vcusip92826C839)	1.4K	QoQ +23.93% (+280) YoY -1.36% (-20)	All Managers (Combined)	$508.2K	0.2% ($508.2K/$245.3M)	QoQ +37.42% (+$138.4K) YoY +23.86% (-$97.9K)
Trane Technologies plc(TTcusipG8994E103)	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$507.4K	0.2% ($507.4K/$245.3M)	QoQ -8.78% (-$48.8K) YoY +12.23% (+$55.3K)