13F filer · graded
Kercheville Advisors, LLC
#31 of 161
rank in today's book
Recent disclosed buys
Early or late at disclosure, and where each name sits today.
MRVL2026-07-30Consensus at buyConsensus now+37.3% INTC2026-07-30Consensus at buyConsensus now+4.8% PANW2026-07-30Consensus at buyConsensus now+21.1% •••2026-07-30— at buyEarly Conviction now
AMAT2026-07-30Consensus at buyConsensus now−17.1% •••2026-04-20— at buyEmerging now
STX2026-04-20Consensus at buyFading now+27.4% WDC2026-04-20— at buyConsensus now TSM2026-01-29— at buyConsensus now MU2026-01-29— at buyConsensus now APH2026-01-29— at buyFading now BIDU2025-10-22Crowded at buyFading now−33.8% SNOW2025-10-22— at buyConsensus now Similar filers
As of 2026-10-28. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.