13F filer · graded

Kercheville Advisors, LLC

#31 of 161

rank in today's book

81th

percentile

65.4%

niche skew

13

names held

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

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As of 2026-10-28. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.

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