Kieckhefer Group LLC has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists a total of 62 positions held by the firm.
The largest position disclosed in the portfolio is Palantir Technologies Inc. Class A, for which the firm holds 148,855 shares. Other significant holdings include Bridger Aerospace Group Holdings, Inc. with 134,500 shares, and Plug Power Inc. with 300,000 shares. The firm also holds substantial stakes in Broadcom Inc., with 601 shares, and United States Antimony Corp., with 61,000 shares.
The filing details a diverse mix of technology, energy, and industrial companies. Major holdings include NVIDIA Corporation (480,295 shares), Microsoft Corporation (762 shares), and Apple Inc. (2,743 shares). The portfolio also includes substantial positions in exchange-traded funds, such as the Invesco QQQ Trust (14,087 shares) and the Vanguard S&P 500 ETF Shares (5,397 shares).
The filing was signed by Dave Reichert, the Chief Compliance Officer for Kieckhefer Group LLC, and was submitted on October 13, 2026.
