Kercheville Advisors, LLC
RIA/Wealth
Kercheville Advisors, LLC is a RIA/Wealth based in San Antonio, TX led by Joe Beaty Kercheville, reporting $465.7M in AUM as of Q3 2025 with NVDA as the largest holding (6% allocation).
PresidentJoe Beaty Kercheville
- Portfolio Value
- $330.8M
- Positions
- 105
- Top Holding
- NVDA at 6.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kercheville Advisors, LLC's portfolio (47.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $21.1M | 6.39% | +$6.0M Bought | 0.00% 113.3K shares | |
Specialty Retail Consumer Cyclical | $20.6M | 6.24% | +$314.0K Bought | 0.00% 94.0K shares | |
Gold Basic Materials | $18.3M | 5.53% | -$514.4K Sold | 0.02% 108.5K shares | |
Consumer Electronics Technology | $18.1M | 5.47% | -$157.9K Sold | 0.00% 71.0K shares | |
Internet Content & Information Communication Services | $14.6M | 4.41% | +$297.4K Bought | 0.00% 19.9K shares | |
Internet Content & Information Communication Services | $14.1M | 4.26% | -$155.9K Sold | 0.00% 57.9K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $12.8M | 3.87% | +$1.1M Bought | 0.09% 222.8K shares | |
ETF ETF | $12.8M | 3.87% | -$1.0M Sold | — 167.4K shares | |
Entertainment Communication Services | $11.9M | 3.60% | +$185.8K Bought | 0.00% 9.9K shares | |
Discount Stores Consumer Defensive | $11.6M | 3.51% | -$32.4K Sold | 0.00% 12.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kercheville Advisors, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Kercheville Advisors, LLC
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