Long-term investor
Kieckhefer Group LLC @kieckhefergroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002051613).
Record
- Tracked since 2025-12-31 (261 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.5%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 39.2% · long · since 2025-12-31
- PLTR · 7.1% · long · since 2025-12-31
- DELL · 5.6% · long · since 2025-12-31
- 46090E103 · 4.2% · long · since 2025-12-31
- VRT · 3.9% · long · since 2025-12-31
- BWXT · 3.1% · long · since 2025-12-31
- VOT · 2.9% · long · since 2025-12-31
- VIOG · 2.5% · long · since 2025-12-31
- ISRG · 2.1% · long · since 2025-12-31
- CRDO · 1.8% · long · since 2026-03-31
- NFLX · 1.7% · long · since 2025-12-31
- LNG · 1.6% · long · since 2025-12-31