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Dave Reichert

Kieckhefer Group Llc

Assets Managed
$245.746M
Holdings
65
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
16.1%(2Q avg: 8.41%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Kieckhefer Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 65 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 245.746M in assets, with a quarterly growth rate of 16.1% and a 2-quarter average growth rate of 8.41%. The portfolio is managed by Dave Reichert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.02%
39.19%
$96.287M
481,219 shares@ $200.1 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 0.58%
7.1%
$17.425M
149,355 shares@ $116.68 avg price
DELL
Dell Technologies -c
Recent Activity
Decreased -0.99%
5.56%
$13.651M
31,639 shares@ $431.46 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.72%
4.23%
$10.371M
14,083 shares@ $736.39 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -1.04%
3.88%
$9.519M
28,429 shares@ $334.83 avg price
BWXT
Bwx Technologies Inc
Recent Activity
3.13%
$7.673M
39,418 shares@ $194.66 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
2.94%
$7.206M
23,527 shares@ $306.31 avg price
VIOG
Vanguard S&p Sm Cap 600 Grw
Recent Activity
Decreased -0.26%
2.53%
$6.203M
40,429 shares@ $153.43 avg price
ISRG
Intuitive Surgical Inc
Recent Activity
Decreased -44.39%
2.15%
$5.276M
13,268 shares@ $397.68 avg price
CRDO
Credo Technology Group Holdi
Recent Activity
Increased 1.6%
1.77%
$4.34M
15,957 shares@ $271.95 avg price

1-10 of 65