Dave Reichert

@Kieckhefer Group Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$166.043M

Total holdings137

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kieckhefer Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Kieckhefer Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 166.043M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Dave Reichert, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NVDANvidia Corp Recent Activity New Position	39.52%	$65.608M 488,554 shares@ $134.29 avg price	New Position
PLTRPalantir Technologies In Recent Activity New Position	7.09%	$11.769M 155,615 shares@ $75.63 avg price	New Position
VIOGVanguard S&p Small Cap Recent Activity New Position	5.95%	$9.864M 84,806 shares@ $116.32 avg price	New Position
XOMExxon Mobil Corp Recent Activity New Position	4.67%	$7.748M 72,024 shares@ $107.58 avg price	New Position
QQQInvsc Qqq Trust Srs 1 Recent Activity New Position	3.74%	$6.197M 12,122 shares@ $511.23 avg price	New Position
VOTVanguard Mid Cap Growth Recent Activity New Position	3.59%	$5.956M 23,470 shares@ $253.76 avg price	New Position
ISRGIntuitive Surgical Inc Recent Activity New Position	3.4%	$5.632M 10,790 shares@ $521.96 avg price	New Position
COPConocophillips Recent Activity New Position	2.89%	$4.79M 48,302 shares@ $99.17 avg price	New Position
NFLXNetflix Inc Recent Activity New Position	2.84%	$4.711M 5,285 shares@ $891.32 avg price	New Position
HPEHewlett Packard Enterpri Recent Activity New Position	2.55%	$4.232M 205,200 shares@ $20.63 avg price	New Position