Kercheville Advisors, LLC has filed a Form 13F-HR reporting its equity holdings as of September 30, 2026. The filing lists 119 distinct positions held by the firm at the end of the quarter.
The portfolio is diversified across various sectors, with a significant allocation to technology and energy companies. Major holdings include Apple Inc., with 69,008 shares, and Amazon.com Inc., with 90,721 shares. Other notable technology positions include Microsoft Corporation (15,119 shares), NVIDIA Corporation (114,765 shares), and Meta Platforms Inc. (16,378 shares).
The filing also reveals substantial investments in the energy sector. ExxonMobil Holdings Corp. is held in 58,864 shares, while Valero Energy Corp. is held in 1,622 shares. Additionally, the firm holds shares in several exchange-traded funds (ETFs), including the VanEck Gold Miners ETF (100,530 shares) and the SPDR Gold Trust (6,869 shares).
Jeffrey S. Dabbs, the Chief Compliance Officer of Kercheville Advisors, LLC, signed the filing on October 19, 2026.
