Kercheville Advisors, LLC — 13F holdings

Kercheville Advisors, LLC reported 119 holdings worth $361M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $26.2M (7.3%)
2. AAPL APPLE INC — $23.0M (6.4%)
3. AMZN AMAZON COM INC — $22.6M (6.3%)
4. GOOG ALPHABET INC — $18.4M (5.1%)
5. AEM AGNICO EAGLE MINES LTD — $14.7M (4.1%)
6. META META PLATFORMS INC — $11.9M (3.3%)
7. SUN SUNOCO LP/SUNOCO FIN CORP — $11.7M (3.2%)
8. COST COSTCO WHSL CORP NEW — $10.7M (3.0%)
9. AMD ADVANCED MICRO DEVICES INC — $10.1M (2.8%)
10. DELL DELL TECHNOLOGIES INC — $10.1M (2.8%)