13F filer · graded

Kercheville Advisors, LLC

#25 of 134

rank in today's book

82th

percentile

65.2%

niche skew

6

names held

Recent disclosed buys

Early or late at disclosure — and where each name sits today.

APH2026-01-29— at buyFading now
INTC2026-01-29— at buyConsensus now
TSM2026-01-29— at buyConsensus now
MU2026-01-29— at buyConsensus now
SNOW2025-10-22— at buyConsensus now
BIDU2025-10-22Crowded at buyFading now−25.1%

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As of 2026-09-18. From mandatory 13F disclosures — filings lag reality by up to 45 days. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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