Stock Taper

KIECKHEFER GROUP LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Somnigroup International IncSGI17.53K$1.37M
Cheniere Energy, Inc.LNG16.71K$3.99M
Credo Technology Group Holding LtdCRDO15.96K$4.34M
RTX CorporationRTX15.02K$2.85M
Intuitive Surgical, Inc.ISRG13.27K$5.28M
Leonardo DRS, Inc.DRS11.07K$472.19K
NRG Energy, Inc.NRG10.72K$1.57M
Corning IncGLW9.2K$2.35M
Western Digital CorporationWDC6K$3.83M
Ferguson plcFERG4K$949.32K
Amazon.com, Inc.AMZN3.33K$793.67K
Apple Inc.AAPL3.23K$933.19K
Lumentum Holdings Inc.LITE3.17K$2.72M
Caterpillar Inc.CAT2.35K$2.5M
Johnson & JohnsonJNJ2.26K$574.73K
Arista Networks, Inc.ANET2.1K$356.75K
The Procter & Gamble CompanyPG1.85K$271.28K
Duke Energy CorporationDUK1.75K$221.26K
AbbVie Inc.ABBV1.7K$427.79K
Micron Technology, Inc.MU1.52K$1.76M