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:
46.41%
Gain -1.78%
Monthly
1.79%
Yearly
23.75%
Drawdown
27.16%
$241.57M
Equity
Holdings
$241.57M
Investment
$166.56M
$75.63M
Profit -$4.32M
Realized
$624,384.07
Unrealized
$75.01M
Dividends
$1.83M
Goals
Avg. 40% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.78%
Profit
-$4.32M
Win %
62%
This Week
Compared To Last Week
Gain
-6.47%
Profit
-$16.71M
Win %
62%
This Month
Compared to last month
Gain
-3.96%
Profit
-$9.95M
Win %
62%
This Year
Compared to last year
Gain
-3.96%
Profit
-$9.95M
Win %
60%
RXRX Recursion Pharmaceuticals, Inc.
+16.71%
+$30,000 
LLY Eli Lilly and Company
+4.77%
+$14,425 
IOT Samsara Inc. Class A Common Stock
+3.97%
+$48,600 
SGI Somnigroup International Inc.
+3.68%
+$40,060.62 
SOUN SoundHound AI Inc.
+3.64%
+$30,030 
NFLX Netflix, Inc.
+3.28%
+$98,554.31 
FERG Ferguson Enterprises Inc
+2.25%
+$20,060 
ABBV AbbVie Inc.
+2.1%
+$9,191.5 
MCK McKesson Corporation
+1.8%
+$9,663.49 
DRS Leonardo DRS, Inc.
+1.69%
+$6,496.6 
RCAT Red Cat Holdings, Inc.
+1.16%
+$1,402.5 
MSFT Microsoft Corp.
+1.12%
+$5,032.71 
BWXT Bwx Technologies Inc.
+1.06%
+$60,039.98 
GLD SPDR Gold Shares
+1.06%
+$3,751.65 
PG Procter & Gamble Co
+0.98%
+$2,686.25 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.89%
+$7,618.24 
JNJ Johnson & Johnson
+0.82%
+$4,707.04 
VB Vanguard Small-Cap ETF
+0.77%
+$1,866.08 
NRG NRG Energy, Inc.
+0.6%
+$3,644.75 
VO Vanguard Mid-Cap ETF
+0.44%
+$4,289.82 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.4%
+$22,220.08 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.37%
+$1,276.73 
AAPL Apple Inc.
+0.37%
+$3,622.53 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$12,468.78 
VOO Vanguard S&P 500 ETF
+0.03%
+$966.06 
RTX RTX Corporation
+0.02%
+$560.68 
DELL Dell Technologies Inc.
-8.67%
-$1.17M 
VRT Vertiv Holdings Co
-6.79%
-$432,854.17 
ANET Arista Networks, Inc.
-6.26%
-$22,625.5 
LITE Lumentum Holdings Inc.
-5.67%
-$162,070.95 
WDC Western Digital Corporation
-5.37%
-$119,194.06 
GLW Corning Incorporated
-4.32%
-$46,998.4 
UMAC Unusual Machines Inc.
-3.67%
-$39,000 
DPRO Draganfly Inc.
-3.33%
-$7,150 
CRDO Credo Technology Group Holding Ltd.
-3.26%
-$162,374.38 
BW Babcock & Wilcox Enterprises, Inc.
-2.99%
-$57,057.5 
CAT Caterpillar Inc.
-2.91%
-$51,159.45 
EME EMCOR Group, Inc.
-2.9%
-$6,473.99 
CIEN Ciena Corporation
-2.72%
-$6,853 
SOXX iShares Semiconductor ETF
-2.65%
-$5,486.24 
BAER Bridger Aerospace Group Holdings, Inc.
-2.53%
-$1,829.2 
AVGO Broadcom Inc.
-2.1%
-$4,360.26 
SOLS Sollensys Corp
-1.91%
-$29,043.25 
NVDA NVIDIA Corporation
-1.84%
-$1.96M 
UAMY United States Antimony Corporation
-1.44%
-$2,440 
XOM Exxon Mobil Corporation
-1.4%
-$48,891.18 
PANW Palo Alto Networks, Inc.
-1.01%
-$2,173.5 
PLTR Palantir Technologies Inc.
-0.93%
-$276,870.3 
NOK Nokia Corporation Sponsored ADR
-0.8%
-$5,928 
QQQ Invesco QQQ Trust, Series 1
-0.74%
-$75,928.93 
QQQM Invesco NASDAQ 100 ETF
-0.73%
-$24,576.2 
PLUG Plug Power Inc.
-0.69%
-$3,000 
POWW Ammo Inc.
-0.67%
-$150 
META Meta Platforms Inc Class A
-0.57%
-$1,920.71 
BWA BorgWarner Inc.
-0.5%
-$3,813.5 
MU Micron Technology, Inc.
-0.48%
-$9,816.91 
ANGX Angel Studios, Inc.
-0.42%
-$750 
ADM Archer-Daniels-Midland Co
-0.41%
-$5,602.8 
LNG Cheniere Energy Inc.
-0.4%
-$10,608.11 
NMAX Newsmax Inc.
-0.22%
-$850 
AMZN Amazon.com Inc
-0.16%
-$1,231.61 
GOOG Alphabet Inc
-0.06%
-$2,625 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 378 | Longs Won 208/378 55% | Profit Factor 5.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.31M |
| Average Win $440,375.39 | Best Trade (Oct 14) $42.25M | Sharpe Ratio -9.77 |
| Average Loss -$93,914.02 | Worst Trade (Sep 29) -$1.6M | Z-Score 0.88 (61.85%) |
| Commissions $0 | Avg. Trade Length 9m 1w 1d | Expectancy $200,086.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.16% | 1.77% | 14.89% |
| Consecutive Losing Trades | 2,571 | 2,314 | 2,057 | 1,799 | 1,542 | 1,285 | 1,028 | 771 | 514 | 257 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,875 | $727,202.55 | $989,632.5 | - | $262,429.95 | 36.09% | +0.367% |
| ABBV AbbVie Inc. | 1,550 | $275,435 | $445,904 | - | $170,469 | 61.89% | +2.105% |
| ADM Archer-Daniels-Midland Co | 16,240 | $820,444.8 | $1.35M | - | $532,266 | 64.88% | -0.412% |
| AMZN Amazon.com Inc | 3,079 | $674,407.64 | $781,080.72 | - | $106,673.08 | 15.82% | -0.157% |
| ANET Arista Networks, Inc. | 1,850 | $197,953.5 | $338,901.5 | - | $140,948 | 71.2% | -6.258% |
| ANGX Angel Studios, Inc. | 50,000 | $201,100 | $175,750 | - | -$25,350 | -12.61% | -0.425% |
| AVGO Broadcom Inc. | 601 | $227,028 | $203,735.99 | - | -$23,292.01 | -10.26% | -2.095% |
| BAER Bridger Aerospace Group Holdings, Inc. | 134,500 | $231,185 | $70,599.05 | - | -$160,585.95 | -69.46% | -2.526% |
| BW Babcock & Wilcox Enterprises, Inc. | 393,500 | $2.3M | $1.85M | - | -$446,622.5 | -19.43% | -2.99% |
| BWA BorgWarner Inc. | 13,150 | $873,160 | $765,461.5 | - | -$107,698.5 | -12.33% | -0.496% |
| BWXT Bwx Technologies Inc. | 41,986 | $6.16M | $5.7M | - | -$451,638.54 | -7.34% | +1.064% |
| CAT Caterpillar Inc. | 2,350 | $1.37M | $1.71M | - | $342,360.5 | 25.05% | -2.907% |
| CIEN Ciena Corporation | 700 | $271,761 | $244,867 | - | -$26,894 | -9.9% | -2.722% |
| CRDO Credo Technology Group Holding Ltd. | 27,780 | $3.85M | $4.82M | - | $971,090.82 | 25.25% | -3.261% |
| DELL Dell Technologies Inc. | 26,580 | $3.06M | $12.33M | - | $9.27M | 302.64% | -8.672% |
| DPRO Draganfly Inc. | 55,000 | $439,625.01 | $207,900 | - | -$231,725.01 | -52.71% | -3.325% |
| DRS Leonardo DRS, Inc. | 11,000 | $489,719.68 | $390,836.6 | - | -$98,883.08 | -20.19% | +1.69% |
| EME EMCOR Group, Inc. | 300 | $221,493 | $217,131 | - | -$4,362 | -1.97% | -2.895% |
| FERG Ferguson Enterprises Inc | 4,000 | $694,280 | $911,820 | - | $217,540 | 31.33% | +2.249% |
| GLD SPDR Gold Shares | 945 | $245,836.4 | $359,062.2 | - | $113,225.8 | 46.06% | +1.056% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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: Dell Technologies Inc - $2.38M, Exxon Mobil Corporation - $1.14M, Hewlett Packard Enterprise Company - $903,139.74, BigBear.ai Holdings Inc - $878,838.5, and Archer-Daniels-Midland Co - $717,341.41. 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 - $3.12M, SoundHound AI Inc - $1.04M, The Trade Desk, Inc. Class A - $929,608, Netflix, Inc - $322,608, and Copart Inc - $314,823. 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 $1.83M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $295,373.47, NVIDIA Corporation - $264,709.49, Archer-Daniels-Midland Co - $138,085.6, 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 appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
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.
2026 © Marketlog. All Rights Reserved.
