Institutions / KKM Financial LLC
KKM Financial LLC
CIK 2001943 · Institution · as of Dec 31, 2025
Portfolio value
$563.31M
Positions
170
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 170 →
| Company | Value | % of portfolio |
|---|---|---|
| Liberty Media Corp-Liberty Formula One | $18.55M | 3.3% |
| Micron Technology Inc | $17.23M | 3.1% |
| NVIDIA Corp | $16.53M | 2.9% |
| ELI LILLY & Co | $14.98M | 2.7% |
| Advanced Micro Devices Inc | $14.21M | 2.5% |
| Lam Research Corp | $12.85M | 2.3% |
| Apple Inc. | $12.51M | 2.2% |
| Asml Holding N V | $11.37M | 2.0% |
| Comcast Corp. | $10.81M | 1.9% |
| Home Depot, Inc. | $10.34M | 1.8% |
| Northern Lts Fd Tr II | $10.17M | 1.8% |
| Palo Alto Networks Inc | $9.99M | 1.8% |
| Applied Materials Inc /De | $9.58M | 1.7% |
| Microsoft Corp | $8.72M | 1.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $8.61M | 1.5% |
| Intel Corp | $8.32M | 1.5% |
| Alphabet Inc. | $8.14M | 1.4% |
| American Water Works Company, Inc. | $8.00M | 1.4% |
| JPMorgan Chase & Co | $7.68M | 1.4% |
| Johnson & Johnson | $7.27M | 1.3% |
| HCA Healthcare, Inc. | $7.24M | 1.3% |
| Oracle Corp | $7.07M | 1.3% |
| International Business Machines Corp | $6.93M | 1.2% |
| Meta Platforms Inc | $6.77M | 1.2% |
| Warren E. Buffett | $6.76M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.