Kercheville Advisors, LLC has filed its latest 13F-HR report, revealing its investment holdings as of September 30, 2026. The firm reported total assets of approximately $361.4 million spread across 119 positions. This filing is crucial as it provides insights into the firm’s investment strategies and market outlook, which may influence trends in the investment management sector.
Background
Kercheville Advisors, LLC is an investment management firm based in San Antonio, Texas. The company is registered with the SEC under the Central Index Key (CIK) number 0001890748. As an entity categorized under 'other' in the SEC filings, Kercheville focuses on managing investments for various clients. Its recent filings include multiple 13F-HR forms, with the latest dated October 19, 2026.
What the Filing Says
The filing indicates that Kercheville Advisors holds a total of $361,386,802 in assets as of the end of the third quarter of 2026. The report includes 119 positions, showcasing a diverse investment portfolio. The Chief Compliance Officer, Jeffrey S. Dabbs, signed the filing, confirming its accuracy and compliance with SEC regulations.
Impact
This update may affect various stakeholders, including investors, analysts, and competitors in the investment management industry. The detailed holdings provide a glimpse into the firm’s investment philosophy and asset allocation strategies, which can inform market participants about potential trends and shifts in investment focus.
What's Next
The filing does not specify any forthcoming actions or events related to these holdings. However, stakeholders will likely monitor future filings for updates on Kercheville Advisors' investment strategies and performance.