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
VRTVertiv Hldgs Co Recent Activity New Position	2.47%	$4.09M 36,004 shares@ $113.61 avg price	New Position
CPRTCopart Inc Recent Activity New Position	2.39%	$3.962M 69,040 shares@ $57.4 avg price	New Position
DELLDell Technologies Inc Recent Activity New Position	2.35%	$3.899M 33,834 shares@ $115.24 avg price	New Position
SOUNSoundhound Ai Inc Recent Activity New Position	2.07%	$3.432M 173,000 shares@ $19.84 avg price	New Position
ADMArcher-daniels Midland C Recent Activity New Position	1.41%	$2.339M 46,300 shares@ $50.52 avg price	New Position
APDAir Prods & Chems Inc Recent Activity New Position	1.18%	$1.943M 6,700 shares@ $290.04 avg price	New Position
IOTSamsara Inc Recent Activity New Position	0.81%	$1.333M 30,500 shares@ $43.69 avg price	New Position
TTDThe Trade Desk Inc Recent Activity New Position	0.75%	$1.237M 10,525 shares@ $117.53 avg price	New Position
VLOValero Energy Corp New Recent Activity New Position	0.74%	$1.226M 10,000 shares@ $122.59 avg price	New Position
TPXTempur Sealy Intl Inc Recent Activity New Position	0.6%	$993,889 17,532 shares@ $56.69 avg price	New Position