Home › KKM Financial LLC

KKM Financial LLC 13F holdings

Filed 2026-08-14 · KKM Financial LLC · 169 positions · $729.9M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
PANWPALO ALTO NETWORKS INC73.0K$24.6M3.4%
INTCINTEL CORP166.6K$23.3M3.2%
MSFTMICROSOFT CORP46.1K$19.4M2.7%
LLYLILLY ELI & CO13.7K$16.0M2.2%
UNHUNITEDHEALTH GROUP INC38.1K$15.8M2.2%
AMATAPPLIED MATLS INC30.8K$15.6M2.1%
NVDANVIDIA CORPORATION74.8K$15.0M2.1%
AAPLAPPLE INC51.5K$14.9M2.0%
AMZNAMAZON COM INC57.5K$14.5M2.0%
GOOGLALPHABET INC39.8K$14.2M1.9%
ASMLASML HOLDING N V8.7K$14.2M1.9%
MAMASTERCARD INCORPORATED24.5K$14.0M1.9%
AMDADVANCED MICRO DEVICES INC28.3K$13.6M1.9%
VVISA INC38.0K$13.4M1.8%
COSTCOSTCO WHSL CORP NEW13.1K$12.3M1.7%
METAMETA PLATFORMS INC21.3K$11.9M1.6%
LRCXLAM RESEARCH CORP40.7K$11.9M1.6%
ORCLORACLE CORP85.9K$11.9M1.6%
—NORTHERN LTS FD TR II592.0K$11.8M1.6%
HDHOME DEPOT INC33.8K$11.6M1.6%
TSMTAIWAN SEMICONDUCTOR MFG LTD26.9K$10.9M1.5%
KLACKLA CORP59.1K$10.8M1.5%
MPCMARATHON PETE CORP39.7K$10.2M1.4%
DALDELTA AIR LINES INC DEL106.3K$10.0M1.4%
PLTRPALANTIR TECHNOLOGIES INC78.5K$9.6M1.3%
NOWSERVICENOW INC86.1K$9.6M1.3%
JNJJOHNSON & JOHNSON37.4K$9.5M1.3%
SOXXISHARES TR14.8K$9.5M1.3%
CVSCVS HEALTH CORP88.6K$9.2M1.3%
JPMJPMORGAN CHASE & CO26.8K$8.8M1.2%
SPCXSPACE EXPLORATION TECHN CORP79.4K$8.6M1.2%
MASMASCO CORP104.5K$8.5M1.2%
EXMOCEXXON MOBIL CORP61.2K$8.5M1.2%
CBCHUBB LIMITED24.3K$8.3M1.1%
CRWDCROWDSTRIKE HLDGS INC43.3K$8.3M1.1%
EPDENTERPRISE PRODS PARTNERS L224.3K$8.2M1.1%
SYYSYSCO CORP97.0K$8.1M1.1%
BRK-BBERKSHIRE HATHAWAY INC DEL15.9K$8.0M1.1%
FCXFREEPORT-MCMORAN INC124.7K$7.8M1.1%
WMWASTE MGMT INC DEL34.8K$7.7M1.1%
DUKDUKE ENERGY CORP NEW61.2K$7.7M1.1%
FDXFEDEX CORP23.9K$7.5M1.0%
NTRNUTRIEN LTD115.8K$7.3M1.0%
VZVERIZON COMMUNICATIONS INC171.7K$7.3M1.0%
FFORD MTR CO DEL509.2K$7.1M1.0%
AWKAMERICAN WATER WORKS COMPANY INC52.9K$7.0M1.0%
IBMINTERNATIONAL BUSINESS MACHS24.7K$7.0M1.0%
MMM3M CO42.4K$6.9M0.9%
LMTLOCKHEED MARTIN CORP13.2K$6.7M0.9%
BABOEING CO30.9K$6.7M0.9%
PFEPFIZER INC274.9K$6.6M0.9%
ANETARISTA NETWORKS INC36.1K$6.5M0.9%
HCAHCA HEALTHCARE INC15.9K$6.4M0.9%
IGMISHARES TR38.5K$6.3M0.9%
ADPAUTOMATIC DATA PROCESSING IN28.1K$6.3M0.9%
XLKSELECT SECTOR SPDR TR31.8K$6.1M0.8%
CMECME GROUP INC27.1K$6.0M0.8%
NEMNEWMONT CORP60.7K$5.7M0.8%
EQIXEQUINIX INC5.3K$5.4M0.7%
ISRGINTUITIVE SURGICAL INC14.3K$5.1M0.7%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}