KGL
Kieckhefer Group LLC Portfolio
Invests via Kieckhefer Group LLC | Managed by Robert "Rob" Kieckhefer, Evan Salmela
Invests via Kieckhefer Group LLC
Managed by Robert "Rob" Kieckhefer, Evan Salmela
Automatically Tracked
Company Profile
Privately held family investment and operating group focused on industrial manufacturing, building products, and real assets, Kieckhefer Group LLC deploys capital through operating companies, direct investments and strategic partnerships. The firm emphasizes long-term control, operational improvement and consolidation plays in niche manufacturing segments, leveraging experienced management teams to pursue buy-and-build opportunities and value creation across North American supply chains. Capital base supports growth, buyouts and selective minority stakes.
Privately held family investment and operating group focused on industrial manufacturing, building products, and real assets, Kieckhefer Group LLC deploys capital through operating companies, direct investments and strategic partnerships. The firm emphasizes long-term control, operational improvement and consolidation plays in niche manufacturing segments, leveraging experienced management teams to pursue buy-and-build opportunities and value creation across North American supply chains. Capital base supports growth, buyouts and selective minority stakes.
Investment Philosophy & Strategy
Privately held family investment and operating group focused on industrial manufacturing, building products, and real assets, Kieckhefer Group LLC deploys capital through operating companies, direct investments and strategic partnerships. The firm emphasizes long-term control, operational improvement and consolidation plays in niche manufacturing segments, leveraging experienced management teams to pursue buy-and-build opportunities and value creation across North American supply chains. Capital base supports growth, buyouts and selective minority stakes.
Privately held family investment and operating group focused on industrial manufacturing, building products, and real assets, Kieckhefer Group LLC deploys capital through operating companies, direct investments and strategic partnerships. The firm emphasizes long-term control, operational improvement and consolidation plays in niche manufacturing segments, leveraging experienced management teams to pursue buy-and-build opportunities and value creation across North American supply chains. Capital base supports growth, buyouts and selective minority stakes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
51.03%
Gain +0.76%
Monthly
2.08%
Yearly
28.08%
Drawdown
27.03%
$258.64M
Equity
Holdings
$258.64M
Investment
$176.92M
$82.46M
Profit +$1.82M
Realized
$739,187.62
Unrealized
$81.72M
Dividends
$1.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.76%
Profit
$1.82M
Win %
66%
This Week
Compared To Last Week
Gain
0.71%
Profit
$1.82M
Win %
66%
This Month
Compared to last month
Gain
10.59%
Profit
$24.76M
Win %
66%
This Year
Compared to last year
Gain
5.3%
Profit
$13.02M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$120,146.37 
GOOG Alphabet Inc
+6.88%
+$20,052.81 
VRT Vertiv Holdings Co
+6.18%
+$399,996.31 
ANET Arista Networks, Inc.
+5.46%
+$19,593.01 
SOLS Sollensys Corp
+4.84%
+$70,381.26 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$45,423 
FERG Ferguson Enterprises Inc
+3.52%
+$31,880 
META Meta Platforms Inc Class A
+3.28%
+$9,706.32 
UMAC Unusual Machines Inc.
+3.17%
+$39,000 
MSFT Microsoft Corp.
+3.02%
+$11,481.65 
LITE Lumentum Holdings Inc.
+2.99%
+$65,536.23 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$94,306 
NVDA NVIDIA Corporation
+2.93%
+$2.75M 
GLW Corning Incorporated
+2.24%
+$27,876 
WDC Western Digital Corporation
+2.21%
+$70,800.31 
LNG Cheniere Energy Inc.
+2.13%
+$92,072.3 
RCAT Red Cat Holdings, Inc.
+2.03%
+$4,275 
BWXT Bwx Technologies Inc.
+1.88%
+$122,589.98 
KLAC KLA Corporation
+1.38%
+$2,490.01 
CIEN Ciena Corporation
+1.34%
+$3,485.99 
DRS Leonardo DRS, Inc.
+0.94%
+$4,758.37 
IBM International Business Machines Corporation
+0.86%
+$1,600.56 
VOO Vanguard S&P 500 ETF
+0.71%
+$21,238.37 
CAT Caterpillar Inc.
+0.7%
+$13,324.48 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$20,331.2 
PLTR Palantir Technologies Inc.
+0.65%
+$119,483.7 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$62,528.52 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$6,177 
NMAX Newsmax Inc.
+0.52%
+$1,700 
POWW Ammo Inc.
+0.47%
+$100 
RTX RTX Corporation
+0.39%
+$12,614.28 
AVGO Broadcom Inc.
+0.37%
+$865.44 
PG Procter & Gamble Co
+0.37%
+$980.5 
NRG NRG Energy, Inc.
+0.24%
+$3,431.89 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$14,586.74 
JNJ Johnson & Johnson
+0.21%
+$1,199.39 
DELL Dell Technologies Inc.
+0.14%
+$17,717.84 
ISRG Intuitive Surgical, Inc.
+0.1%
+$4,776.35 
SOXX iShares Semiconductor ETF
+0.07%
+$143.64 
AAPL Apple Inc.
-7.35%
-$79,077 
MU Micron Technology, Inc.
-5.9%
-$78,735.66 
UAMY United States Antimony Corporation
-2.87%
-$9,150 
ABBV AbbVie Inc.
-2.51%
-$10,999 
SGI Somnigroup International Inc.
-2.3%
-$26,999.28 
BAER Bridger Aerospace Group Holdings, Inc.
-2.02%
-$6,734.64 
NFLX Netflix, Inc.
-2%
-$86,213 
ADM Archer-Daniels-Midland Co
-1.66%
-$42,719.2 
GLD SPDR Gold Shares
-1.49%
-$5,310.89 
PLUG Plug Power Inc.
-1.44%
-$15,000 
RXRX Recursion Pharmaceuticals, Inc.
-1.32%
-$2,960 
TTD The Trade Desk, Inc. Class A
-1.31%
-$13,739.94 
MCK McKesson Corporation
-1.08%
-$5,126.01 
BWA BorgWarner Inc.
-1.04%
-$15,711.5 
XOM Exxon Mobil Corporation
-0.97%
-$30,437.82 
ANGX Angel Studios, Inc.
-0.73%
-$1,800 
DUK Duke Energy Corporation
-0.67%
-$1,468.32 
EME EMCOR Group, Inc.
-0.62%
-$3,952.01 
WEC WEC Energy Group Inc.
-0.57%
-$13,996.78 
LLY Eli Lilly and Company
-0.53%
-$1,532.5 
DPRO Draganfly Inc.
-0.48%
-$6,313.14 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$16,980.18 
SOUN SoundHound AI Inc.
-0.16%
-$2,540 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$260.7 
VO Vanguard Mid-Cap ETF
-0.05%
-$483.36 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$66.17 Events
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Dividends
Dividend Analysis
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| Trades 332 | Longs Won 193/332 58% | Profit Factor 7.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.53M |
| Average Win $497,297.17 | Best Trade (Aug 14) $43.44M | Sharpe Ratio -9.34 |
| Average Loss -$97,273.62 | Worst Trade (Aug 02) -$2.3M | Z-Score 2.25 (97.53%) |
| Commissions $0 | Avg. Trade Length 8m 2w 1d | Expectancy $248,365.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 1.16% | 12.18% |
| Consecutive Losing Trades | 2,660 | 2,394 | 2,128 | 1,862 | 1,596 | 1,330 | 1,064 | 798 | 532 | 266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,225 | $814,849.54 | $996,234.75 | - | $181,385.21 | 22.26% | -7.354% |
| ABBV AbbVie Inc. | 1,700 | $302,090 | $426,598 | - | $124,508 | 41.22% | -2.513% |
| ADM Archer-Daniels-Midland Co | 31,880 | $1.61M | $2.53M | - | $916,550 | 56.91% | -1.662% |
| AMZN Amazon.com Inc | 3,330 | $729,474.58 | $904,361.37 | - | $174,886.79 | 23.97% | +15.321% |
| ANET Arista Networks, Inc. | 2,100 | $223,531 | $378,735.02 | - | $155,204.02 | 69.43% | +5.456% |
| ANGX Angel Studios, Inc. | 60,000 | $247,800 | $243,600 | - | -$4,200 | -1.69% | -0.733% |
| AVGO Broadcom Inc. | 601 | $227,028 | $233,957.28 | - | $6,929.28 | 3.05% | +0.371% |
| BAER Bridger Aerospace Group Holdings, Inc. | 168,366 | $269,453.58 | $326,630.04 | - | $57,176.46 | 21.22% | -2.02% |
| BWA BorgWarner Inc. | 23,450 | $1.56M | $1.49M | - | -$62,377 | -4.01% | -1.04% |
| BWXT Bwx Technologies Inc. | 39,418 | $5.8M | $6.65M | - | $845,356.24 | 14.56% | +1.878% |
| CAT Caterpillar Inc. | 2,350 | $1.37M | $1.91M | - | $548,220.5 | 40.12% | +0.701% |
| CIEN Ciena Corporation | 700 | $271,761 | $263,934.99 | - | -$7,826.01 | -2.88% | +1.338% |
| CRDO Credo Technology Group Holding Ltd. | 15,957 | $1.54M | $3.3M | - | $1.76M | 114.14% | +2.939% |
| DELL Dell Technologies Inc. | 31,639 | $3.65M | $12.83M | - | $9.18M | 251.84% | +0.138% |
| DPRO Draganfly Inc. | 315,657 | $1.67M | $1.31M | - | -$364,364.14 | -21.8% | -0.481% |
| DRS Leonardo DRS, Inc. | 11,066 | $492,658 | $509,589.29 | - | $16,931.29 | 3.44% | +0.943% |
| DUK Duke Energy Corporation | 1,748 | $188,330 | $219,251.64 | - | $30,921.64 | 16.42% | -0.665% |
| EME EMCOR Group, Inc. | 800 | $590,648 | $637,943.99 | - | $47,295.99 | 8.01% | -0.616% |
| FERG Ferguson Enterprises Inc | 4,000 | $694,280 | $937,320 | - | $243,040 | 35.01% | +3.521% |
| GLD SPDR Gold Shares | 945 | $245,836.4 | $351,105.31 | - | $105,268.91 | 42.82% | -1.49% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kieckhefer Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: Hewlett Packard Enterprise Company - $903,139.74, BigBear.ai Holdings Inc - $878,838.5, Exxon Mobil Corporation - $544,093.99, Vertiv Holdings Co - $449,995.86, and Palantir Technologies Inc - $369,056.27. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Intuitive Surgical, Inc - $1.33M, The Trade Desk, Inc. Class A - $665,685.01, Copart Inc - $314,823, Vanguard S&P Small-Cap 600 Growth ETF - $311,508.38, and Leonardo DRS, Inc - $204,410.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kieckhefer Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.58M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $274,882.65, NVIDIA Corporation - $144,404.74, Archer-Daniels-Midland Co - $121,508, Hewlett Packard Enterprise Company - $108,237.75, and Dell Technologies Inc - $107,591.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kieckhefer Group LLC's monthly returns?
Kieckhefer Group LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kieckhefer Group LLC's strategy be considered aggressive or moderate?
Kieckhefer Group LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kieckhefer Group LLC's strategy?
Kieckhefer Group LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
