KKM Financial LLC
CIK: 0002001943SEC EDGAR →
Portfolio Value
$563.3B
Holdings
170
As of
Q4 2025
New Positions
5
Closed Positions
19
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | LIBERTY MEDIA CORP DEL | 207,502 | $18.5B | 3.29% |
| 2 | MICRON TECHNOLOGY INC | 60,372 | $17.2B | 3.06% |
| 3 | NVIDIA CORPORATION | 88,650 | $16.5B | 2.93% |
| 4 | LILLY ELI & CO | 13,941 | $15.0B | 2.66% |
| 5 | ADVANCED MICRO DEVICES INC | 66,353 | $14.2B | 2.52% |
| 6 | LAM RESEARCH CORP | 75,048 | $12.8B | 2.28% |
| 7 | APPLE INC | 46,017 | $12.5B | 2.22% |
| 8 | ASML HOLDING N V | 10,626 | $11.4B | 2.02% |
| 9 | COMCAST CORP NEW | 361,694 | $10.8B | 1.92% |
| 10 | HOME DEPOT INC | 30,044 | $10.3B | 1.84% |
Quarterly Changes
New Positions (35)
$18.5B · 208K shares
$17.2B · 60K shares
$12.8B · 75K shares
$11.4B · 11K shares
$9.6B · 37K shares
$8.6B · 28K shares
$7.2B · 16K shares
$6.2B · 62K shares
$6.1B · 5K shares
$5.8B · 120K shares
$4.8B · 6K shares
$4.5B · 120K shares
$4.2B · 12K shares
$4.2B · 55K shares
$4.1B · 61K shares
$4.1B · 150K shares
$3.6B · 9K shares
$3.2B · 15K shares
$2.9B · 10K shares
$2.8B · 13K shares
$1.5B · 18K shares
$1.2B · 14K shares
$920.0M · 5K shares
$849.0M · 22K shares
$460.0M · 13K shares
$451.0M · 7K shares
$409.0M · 24K shares
$383.0M · 4K shares
$351.0M · 15K shares
$312.0M · 14K shares
$231.0M · 1K shares
$216.0M · 5K shares
$206.0M · 1K shares
$203.0M · 566 shares
$200.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 19 | $147.0B | 26.1% |
| Financial Services | 85 | $143.1B | 25.4% |
| Communication Services | 12 | $66.5B | 11.8% |
| Healthcare | 8 | $46.6B | 8.3% |
| Industrials | 12 | $45.6B | 8.1% |
| Unknown | 11 | $36.5B | 6.5% |
| Consumer Cyclical | 7 | $25.6B | 4.6% |
| Energy | 4 | $15.5B | 2.8% |
| Basic Materials | 5 | $15.3B | 2.7% |
| Consumer Defensive | 4 | $11.3B | 2.0% |
| Utilities | 2 | $5.5B | 1.0% |
| Real Estate | 1 | $4.8B | 0.8% |