Kkm Financial LLC Top Holdings and 13F Report (2025) About Kkm Financial LLCInvestment ActivityKkm Financial LLC has $287.55 million in total holdings as of June 30, 2025.Kkm Financial LLC owns shares of 153 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 13.38% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, Kkm Financial LLC has purchased 148 new stocks and bought additional shares in 55 stocks.Kkm Financial LLC sold shares of 44 stocks and completely divested from 5 stocks this quarter.Largest Holdings Meta Platforms $12,585,911SPDR S&P 500 ETF Trust $9,752,985NORTHERN LTS FD TR II $9,504,369Apple $8,868,002Microsoft $7,382,550 Largest New Holdings this Quarter 464287713 - iShares U.S. Telecommunications ETF $843,667 Holding02072L565 - Alpha Architect 1-3 Month Box ETF $831,015 Holding464287812 - iShares U.S. Consumer Staples ETF $752,867 Holding464287697 - iShares U.S. Utilities ETF $636,413 Holding46429B606 - iShares MSCI Poland ETF $387,281 Holding Largest Purchases this Quarter Oracle 6,672 shares (about $1.46M)Meta Platforms 1,855 shares (about $1.37M)Alphabet 6,955 shares (about $1.23M)International Business Machines 4,121 shares (about $1.21M)JPMorgan Chase & Co. 3,925 shares (about $1.14M) Largest Sales this Quarter iShares Semiconductor ETF 5,603 shares (about $1.34M)NVIDIA 3,468 shares (about $547.91K)iShares Expanded Tech-Software Sector ETF 3,885 shares (about $427.43K)iShares Expanded Tech Sector ETF 3,722 shares (about $423.73K)iShares U.S. Transportation ETF 5,658 shares (about $385.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKkm Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$12,585,911$1,369,157 ▲12.2%17,0524.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$9,752,985$908,406 ▲10.3%15,7613.4%FinanceNORTHERN LTS FD TR II$9,504,369$1,604 ▲0.0%592,6383.3%ESSENTIAL 40 STOAAPLApple$8,868,002$734,575 ▲9.0%43,2553.1%Computer and TechnologyMSFTMicrosoft$7,382,550$815,842 ▲12.4%14,7772.6%Computer and TechnologyORCLOracle$5,823,866$1,458,699 ▲33.4%26,6382.0%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$5,523,809$423,726 ▼-7.1%48,5211.9%ETFPANWPalo Alto Networks$5,484,352$925,587 ▲20.3%26,8001.9%Computer and TechnologyJPMJPMorgan Chase & Co.$5,405,372$1,137,897 ▲26.7%18,6451.9%FinanceBRK.BBerkshire Hathaway$5,033,063$900,618 ▲21.8%10,3611.8%FinanceXLKTechnology Select Sector SPDR Fund$5,017,803$161,631 ▲3.3%19,3721.7%ETFIBMInternational Business Machines$4,992,099$1,214,788 ▲32.2%16,9351.7%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$4,990,680$427,433 ▼-7.9%45,3611.7%ETFAMZNAmazon.com$4,725,880$997,786 ▲26.8%21,5411.6%Retail/WholesaleVVisa$4,547,030$880,861 ▲24.0%12,8071.6%Business ServicesCOSTCostco Wholesale$4,456,710$1,021,618 ▲29.7%4,5021.5%Retail/WholesaleWMWaste Management$4,037,987$851,668 ▲26.7%17,6471.4%Business ServicesADPAutomatic Data Processing$3,968,800$891,584 ▲29.0%12,8691.4%Computer and TechnologyCMECME Group$3,935,854$910,097 ▲30.1%14,2801.4%FinanceIYFiShares U.S. Financials ETF$3,889,465$245,467 ▼-5.9%32,1341.4%ETFXLIIndustrial Select Sector SPDR Fund$3,816,174$130,687 ▼-3.3%25,4341.3%ETFJNJJohnson & Johnson$3,778,424$629,025 ▲20.0%24,7361.3%MedicalNVDANVIDIA$3,771,382$547,910 ▼-12.7%23,8711.3%Computer and TechnologyCBChubb$3,756,799$837,580 ▲28.7%12,9671.3%FinanceBABoeing$3,665,937$605,961 ▲19.8%17,4961.3%AerospaceHDHome Depot$3,645,502$674,251 ▲22.7%9,9431.3%Retail/WholesaleGOOGLAlphabet$3,624,875$1,225,680 ▲51.1%20,5691.3%Computer and TechnologyDUKDuke Energy$3,573,276$804,878 ▲29.1%30,2821.2%UtilitiesMMM3M$3,563,938$943,431 ▲36.0%23,4101.2%Multi-Sector ConglomeratesNTRNutrien$3,501,913$722,351 ▲26.0%60,1291.2%Basic MaterialsCVSCVS Health$3,481,834$587,778 ▲20.3%50,4761.2%MedicalMPCMarathon Petroleum$3,412,066$719,256 ▲26.7%20,5411.2%EnergyVZVerizon Communications$3,409,752$739,915 ▲27.7%78,8021.2%Computer and TechnologyXOMExxon Mobil$3,399,150$733,902 ▲27.5%31,5321.2%EnergySYYSysco$3,343,012$664,013 ▲24.8%44,1381.2%Consumer StaplesNEARiShares Short Duration Bond Active ETF$3,292,846$81,673 ▲2.5%64,4271.1%ETFLMTLockheed Martin$3,261,895$665,532 ▲25.6%7,0431.1%AerospaceAWKAmerican Water Works$3,218,866$725,041 ▲29.1%23,1391.1%UtilitiesLLYEli Lilly and Company$3,186,719$792,782 ▲33.1%4,0881.1%MedicalEPDEnterprise Products Partners$3,175,393$799,841 ▲33.7%102,3991.1%EnergyFFord Motor$3,123,932$627,933 ▲25.2%287,9201.1%Auto/Tires/TrucksMASMasco$3,004,003$666,319 ▲28.5%46,6751.0%ConstructionSOXXiShares Semiconductor ETF$2,929,577$1,340,281 ▼-31.4%12,2471.0%ETFQQQInvesco QQQ$2,928,657$4,413 ▼-0.2%5,3091.0%FinanceDALDelta Air Lines$2,885,587$829,568 ▲40.3%58,6741.0%TransportationINTCIntel$2,879,901$343,078 ▲13.5%128,5671.0%Computer and TechnologyFDXFedEx$2,829,555$611,009 ▲27.5%12,4481.0%TransportationCMCSAComcast$2,827,683$516,756 ▲22.4%79,2291.0%Consumer DiscretionaryPFEPfizer$2,821,415$572,767 ▲25.5%116,3951.0%MedicalIWRiShares Russell Mid-Cap ETF$2,774,599$62,806 ▼-2.2%29,5991.0%ETFFCXFreeport-McMoRan$2,544,862$15,693 ▼-0.6%58,7050.9%Basic MaterialsIYWiShares U.S. Technology ETF$2,511,722$296,118 ▼-10.5%14,4960.9%ManufacturingIYJiShares U.S. Industrials ETF$2,489,429$258,862 ▼-9.4%17,4930.9%ETFAVGOBroadcom$2,243,791$70,291 ▼-3.0%8,1400.8%Computer and TechnologyUNHUnitedHealth Group$2,171,311$364,693 ▲20.2%6,9600.8%MedicalVOOVanguard S&P 500 ETF$2,148,857$14,201 ▲0.7%3,7830.7%ETFIWMiShares Russell 2000 ETF$1,942,858$12,254 ▼-0.6%8,8790.7%FinanceTSLATesla$1,541,286$313,530 ▲25.5%4,8520.5%Auto/Tires/TrucksXLCCommunication Services Select Sector SPDR Fund$1,419,922$381,166 ▲36.7%13,1090.5%ETFGOOGAlphabet$1,313,0410.0%7,4020.5%Computer and TechnologySUPER MICRO COMPUTER INC$1,254,656$294,060 ▲30.6%25,6000.4%COMIAKiShares U.S. Insurance ETF$1,218,3420.0%9,0610.4%ETFIYTiShares U.S. Transportation ETF$1,164,177$385,990 ▼-24.9%17,0650.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,132,356$18,865 ▲1.7%33,6730.4%ETFDHRDanaher$1,123,6080.0%5,6880.4%MedicalFTSMFirst Trust Enhanced Short Maturity ETF$1,047,585$289,645 ▼-21.7%17,4980.4%ManufacturingCATCaterpillar$1,029,818$7,207 ▼-0.7%2,5720.4%IndustrialsWMTWalmart$1,023,072$196 ▲0.0%10,4630.4%Retail/WholesaleDBJPXtrackers MSCI Japan Hedged Equity ETF$996,2510.0%13,0280.3%ETFDBEZXtrackers MSCI Eurozone Hedged Equity ETF$970,3360.0%19,0240.3%ETFIYCiShares U.S. Consumer Discretionary ETF$965,811$86,288 ▼-8.2%9,6930.3%ETFITAiShares U.S. Aerospace & Defense ETF$945,464$9,432 ▼-1.0%5,0120.3%ETFITBiShares U.S. Home Construction ETF$872,351$31,119 ▼-3.4%9,3630.3%ETFIYEiShares U.S. Energy ETF$871,2990.0%19,2680.3%ETFIYZiShares U.S. Telecommunications ETF$843,667$843,667 ▲New Holding28,3300.3%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$842,319$19,322 ▲2.3%37,2730.3%ETFGOVTiShares U.S. Treasury Bond ETF$838,125$22,713 ▲2.8%36,4950.3%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$832,1250.0%19,0200.3%ETFBOXXAlpha Architect 1-3 Month Box ETF$831,015$831,015 ▲New Holding7,3750.3%ETFJEPIJPMorgan Equity Premium Income ETF$810,795$331,549 ▼-29.0%14,2620.3%ETFXLPConsumer Staples Select Sector SPDR Fund$753,507$109,067 ▲16.9%9,3060.3%ETFIYKiShares U.S. Consumer Staples ETF$752,867$752,867 ▲New Holding10,6820.3%ETFPROSHARES TR$731,564$108,958 ▼-13.0%17,2420.3%S&P 500 HIGH INCFXOFirst Trust Financials AlphaDEX Fund$723,664$129,440 ▼-15.2%12,9090.3%ETFADBEAdobe$678,2010.0%1,7530.2%Computer and TechnologyPPAInvesco Aerospace & Defense ETF$654,4660.0%4,6190.2%ETFAXPAmerican Express$645,9350.0%2,0250.2%FinanceIDUiShares U.S. Utilities ETF$636,413$636,413 ▲New Holding6,0860.2%ETFVEAVanguard FTSE Developed Markets ETF$635,1640.0%11,1620.2%ETFMSMorgan Stanley$577,556$6,489 ▼-1.1%4,0940.2%FinanceIVViShares Core S&P 500 ETF$563,7770.0%9080.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$557,7830.0%2,3210.2%ETFIWPiShares Russell Mid-Cap Growth ETF$555,195$12,641 ▼-2.2%3,9090.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$543,419$13,413 ▲2.5%5,8340.2%ETFCSCOCisco Systems$542,968$14,847 ▼-2.7%7,8260.2%Computer and TechnologyIAUiShares Gold Trust$541,4720.0%8,6830.2%FinanceVWOBVanguard Emerging Markets Government Bond ETF$531,583$2,955 ▲0.6%8,0960.2%ETFXLVHealth Care Select Sector SPDR Fund$531,3420.0%3,9420.2%ETFAVDEAvantis International Equity ETF$506,857$84,229 ▼-14.2%6,8480.2%ETFANETArista Networks$503,1610.0%4,9180.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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