Kercheville Advisors, LLC
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.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.39% | $21.1M | 113,306 | $104.15 | $186.58 | +$8.3M |
A AMZN | AMAZON COM INC | 6.23% | $20.6M | 93,959 | $92.44 | $219.57 | +$330.6K |
A AEM | AGNICO EAGLE MINES LTD | 5.53% | $18.3M | 108,538 | $53.91 | $168.56 | +$5.0M |
A AAPL | APPLE INC | 5.47% | $18.1M | 71,036 | $134.94 | $254.63 | +$3.4M |
M META | META PLATFORMS INC | 4.41% | $14.6M | 19,872 | $387.24 | $734.38 | +$225.2K |