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Kercheville Advisors, LLC

CIK:0001890748
Investment Adviser
$290M AUM
106 holdings
San Antonio, TX, US
Founded:2012
5 employees
Latest filing:Sep 30, 2025

Kercheville Advisors, LLC is a registered investment adviser headquartered in San Antonio, Texas. Founded in 2012, the firm manages investment portfolios primarily for individuals, families, and institutional investors. With a team of around 5 employees, they focus on delivering personalized investment advice and portfolio management to their clients.

Investment Strategy

Kercheville Advisors, LLC manages diversified investment portfolios, primarily focusing on individual equities and ETFs. Their philosophy is centered on fundamental analysis, long-term growth, and capital preservation, seeking to balance risk and return based on each client's objectives. The firm frequently reports positions in top technology and value stocks, actively adjusting allocations to reflect market conditions and client needs.

Latest 13F Filing Activity

Kercheville Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 106 equity positions with a total 13F market value of $331M. The fund increased holdings in Nvidia Corporation, Agnico Eagle Mines LTD, Sofi Technologies Inc. among other positions. Kercheville Advisors, LLC reduced exposure to Eli Lilly & Co., Micron Technology Inc., Hess Midstream LP among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$8.3M
A
AEMAGNICO EAGLE MINES LTD
+$5.0M
S
SOFISOFI TECHNOLOGIES INC
+$4.0M
G
GOOGALPHABET INC
+$3.7M
A
AAPLAPPLE INC
+$3.4M
Top Sells
L
LLYELI LILLY & CO
-$5.2M
M
MUMICRON TECHNOLOGY INC
-$2.1M
H
HESMHESS MIDSTREAM LP
-$2.1M
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
-$1.5M
H
HESHESS CORP
-$1.4M

Top Holdings

N
NVDANVIDIA CORPORATION
+6.4%$21.1M
A
AMZNAMAZON COM INC
+6.2%$20.6M
A
AEMAGNICO EAGLE MINES LTD
+5.5%$18.3M
A
AAPLAPPLE INC
+5.5%$18.1M
M
METAMETA PLATFORMS INC
+4.4%$14.6M

Equity Positions (106)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION6.39%$21.1M113,306$104.15$186.58+$8.3M
AMAZON COM INC6.23%$20.6M93,959$92.44$219.57+$330.6K
AGNICO EAGLE MINES LTD5.53%$18.3M108,538$53.91$168.56+$5.0M
APPLE INC5.47%$18.1M71,036$134.94$254.63+$3.4M
META PLATFORMS INC4.41%$14.6M19,872$387.24$734.38+$225.2K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+15.7%
SEMICONDUCTORS & RELATED DEVICES
+7.5%
GOLD AND SILVER ORES
+6.7%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+6.2%
ELECTRONIC COMPUTERS
+6.0%