Kieckhefer Group LLC has filed a restatement of its Form 13F-HR, updating its equity portfolio holdings as of September 30, 2026. The filing, submitted on October 13, 2026, lists a total of 64 distinct securities held by the firm.
The largest position in the portfolio is Palantir Technologies Inc. Class A, for which the firm holds 148,855 shares. This is followed by Broadbridge Aerospace Group Holdings Inc., with 134,500 shares, and Unusual Machines Inc., with 60,000 shares. Other notable holdings include SoundHound AI Inc. Class A (182,000 shares), Solstice Advanced Materials Inc. (25,255 shares), and Angel Studios Inc. Class A (50,000 shares).
The portfolio also includes significant positions in established technology and industrial companies. These include NVIDIA Corporation (480,451 shares), Microsoft Corporation (843 shares), Apple Inc. (2,875 shares), Caterpillar Inc. (2,350 shares), and Corning Inc. (7,730 shares). Additionally, the firm holds stakes in Archer Daniels Midland Company (16,240 shares), Procter & Gamble Co. (1,750 shares), and Johnson & Johnson (2,263 shares).
Exchange-traded funds also constitute a portion of the holdings. The firm holds shares in the Invesco QQQ Trust Series 1 (14,087 shares), the Vanguard S&P 500 ETF Shares (5,397 shares), and the SPDR Gold Shares (945 shares).
