Kkm Financial LLC Top Holdings and 13F Report (2026)

About Kkm Financial LLC

Investment Activity

Kkm Financial LLC has $729.90 million in total holdings as of June 30, 2026.
Kkm Financial LLC owns shares of 169 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 29.94% of the portfolio was purchased this quarter.
About 22.17% of the portfolio was sold this quarter.
This quarter, Kkm Financial LLC has purchased 168 new stocks and bought additional shares in 68 stocks.
Kkm Financial LLC sold shares of 63 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Palo Alto Networks: $24,622,729
Intel: $23,268,083
Microsoft: $19,408,643
Eli Lilly and Company: $16,018,060
UnitedHealth Group: $15,798,942

Largest New Holdings this Quarter

69608A108 - PALANTIR TECHNOLOGIES INC: $9,624,621 Holding
81762P102 - ServiceNow: $9,576,903 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $8,614,089 Holding
22788C105 - CrowdStrike: $8,255,268 Holding
040413106 - Arista Networks: $6,512,943 Holding

Largest Purchases this Quarter

Mastercard: 23,756 shares (about $13.57M)
Microsoft: 28,081 shares (about $11.82M)
UnitedHealth Group: 27,993 shares (about $11.62M)
KLA: 54,102 shares (about $9.89M)
PALANTIR TECHNOLOGIES INC: 78,479 shares (about $9.62M)

Largest Sales this Quarter

Advanced Micro Devices: 38,069 shares (about $18.32M)
Lam Research: 34,304 shares (about $10.05M)
Intel: 58,717 shares (about $8.20M)
Invesco QQQ: 6,537 shares (about $4.81M)
iShares Core S&P 500 ETF: 6,303 shares (about $4.72M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PANW Palo Alto Networks	$24,622,729	$6,318,409 â–²	34.5%	72,971	3.4%	Technology
INTC Intel	$23,268,083	$8,198,655 â–¼	-26.1%	166,641	3.2%	Technology
MSFT Microsoft	$19,408,643	$11,821,406 â–²	155.8%	46,104	2.7%	Technology
LLY Eli Lilly and Company	$16,018,060	$339,087 â–¼	-2.1%	13,652	2.2%	Healthcare
UNH UnitedHealth Group	$15,798,942	$11,619,457 â–²	278.0%	38,062	2.2%	Healthcare
AMAT Applied Materials	$15,616,929	$3,308,805 â–¼	-17.5%	30,759	2.1%	Technology
NVDA NVIDIA	$15,011,265	$2,777,352 â–¼	-15.6%	74,809	2.1%	Technology
AAPL Apple	$14,893,337	$1,577,878 â–²	11.8%	51,470	2.0%	Technology
AMZN Amazon.com	$14,456,563	$7,595,173 â–²	110.7%	57,469	2.0%	Consumer Discretionary
GOOGL Alphabet	$14,219,591	$4,932,818 â–²	53.1%	39,844	1.9%	Communication Services
ASML ASML	$14,173,915	$3,139,802 â–¼	-18.1%	8,699	1.9%	Technology
MA Mastercard	$13,986,188	$13,571,435 â–²	3,272.2%	24,482	1.9%	Finance
AMD Advanced Micro Devices	$13,611,576	$18,320,573 â–¼	-57.4%	28,284	1.9%	Technology
V Visa	$13,387,558	$7,524,906 â–²	128.4%	37,982	1.8%	Finance
COST Costco Wholesale	$12,312,728	$6,775,342 â–²	122.4%	13,079	1.7%	Consumer Staples
META Meta Platforms	$11,949,167	$6,193,621 â–²	107.6%	21,303	1.6%	Communication Services
LRCX Lam Research	$11,940,631	$10,053,294 â–¼	-45.7%	40,744	1.6%	Technology
ORCL Oracle	$11,884,148	$6,869,125 â–²	137.0%	85,947	1.6%	Technology
NORTHERN LTS FD TR II	$11,771,319	$14,276 â–¼	-0.1%	592,014	1.6%	ESSENTIAL 40 STO
HD Home Depot	$11,639,578	$1,292,827 â–²	12.5%	33,798	1.6%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$10,886,199	$582,842 â–¼	-5.1%	26,896	1.5%	Technology
KLAC KLA	$10,812,889	$9,890,928 â–²	1,072.8%	59,145	1.5%	Technology
MPC Marathon Petroleum	$10,158,792	$2,232,255 â–²	28.2%	39,734	1.4%	Energy
DAL Delta Air Lines	$9,960,647	$2,775,801 â–²	38.6%	106,349	1.4%	Industrials
PALANTIR TECHNOLOGIES INC	$9,624,621	$9,624,621 â–²	New Holding	78,479	1.3%	CL A
NOW ServiceNow	$9,576,903	$9,576,903 â–²	New Holding	86,100	1.3%	Technology
JNJ Johnson & Johnson	$9,504,827	$584,385 â–²	6.6%	37,425	1.3%	Healthcare
SOXX iShares Semiconductor ETF	$9,465,307	$324,225 â–¼	-3.3%	14,772	1.3%	ETF
CVS CVS Health	$9,161,325	$465,732 â–²	5.4%	88,558	1.3%	Healthcare
JPM JPMorgan Chase & Co.	$8,780,300	$981,335 â–²	12.6%	26,824	1.2%	Finance
SPACE EXPLORATION TECHN CORP	$8,614,089	$8,614,089 â–²	New Holding	79,403	1.2%	CLASS A COM STK
MAS Masco	$8,504,467	$3,084,004 â–²	56.9%	104,516	1.2%	Industrials
XOM ExxonMobil	$8,451,618	$2,159,284 â–²	34.3%	61,228	1.2%	Energy
CB Chubb	$8,264,308	$1,913,596 â–²	30.1%	24,254	1.1%	Finance
CRWD CrowdStrike	$8,255,268	$8,255,268 â–²	New Holding	43,253	1.1%	Technology
EPD Enterprise Products Partners	$8,245,194	$2,860,590 â–²	53.1%	224,298	1.1%	Energy
SYY Sysco	$8,109,517	$2,746,522 â–²	51.2%	97,027	1.1%	Consumer Staples
BRK.B Berkshire Hathaway	$7,954,199	$1,224,454 â–²	18.2%	15,896	1.1%	Finance
FCX Freeport-McMoRan	$7,839,805	$873,857 â–²	12.5%	124,659	1.1%	Materials
WM Waste Management	$7,749,983	$2,214,090 â–²	40.0%	34,772	1.1%	Industrials
DUK Duke Energy	$7,746,190	$2,097,304 â–²	37.1%	61,196	1.1%	Utilities
FDX FedEx	$7,472,221	$1,829,619 â–²	32.4%	23,863	1.0%	Industrials
NTR Nutrien	$7,287,910	$1,593,201 â–²	28.0%	115,773	1.0%	Materials
VZ Verizon Communications	$7,268,254	$2,368,034 â–²	48.3%	171,664	1.0%	Communication Services
F Ford Motor	$7,077,630	$722,314 â–²	11.4%	509,182	1.0%	Consumer Discretionary
AWK American Water Works	$6,967,029	$1,095,140 â–¼	-13.6%	52,949	1.0%	Utilities
IBM International Business Machines	$6,950,105	$370,916 â–²	5.6%	24,715	1.0%	Technology
MMM 3M	$6,868,708	$1,340,129 â–²	24.2%	42,423	0.9%	Industrials
LMT Lockheed Martin	$6,734,042	$1,653,707 â–²	32.6%	13,218	0.9%	Industrials
BA Boeing	$6,680,264	$907,226 â–²	15.7%	30,860	0.9%	Industrials
PFE Pfizer	$6,618,605	$2,638,181 â–²	66.3%	274,859	0.9%	Healthcare
ANET Arista Networks	$6,512,943	$6,512,943 â–²	New Holding	36,133	0.9%	Technology
HCA HCA Healthcare	$6,380,964	$139,670 â–²	2.2%	15,853	0.9%	Healthcare
IGM iShares Expanded Tech Sector ETF	$6,299,302	$729,240 â–¼	-10.4%	38,509	0.9%	ETF
ADP Automatic Data Processing	$6,296,354	$2,383,948 â–²	60.9%	28,115	0.9%	Industrials
XLK Technology Select Sector SPDR Fund	$6,063,070	$313,975 â–¼	-4.9%	31,824	0.8%	ETF
CME CME Group	$5,994,872	$1,396,750 â–²	30.4%	27,147	0.8%	Finance
NEM Newmont	$5,666,858	$5,666,858 â–²	New Holding	60,673	0.8%	Materials
EQIX Equinix	$5,366,810	$958,177 â–¼	-15.1%	5,265	0.7%	Real Estate
ISRG Intuitive Surgical	$5,061,452	$5,061,452 â–²	New Holding	14,325	0.7%	Healthcare
AVGO Broadcom	$5,058,407	$329,786 â–²	7.0%	13,007	0.7%	Technology
SPY SPDR S&P 500 ETF Trust	$4,893,584	$2,132,775 â–¼	-30.4%	6,553	0.7%	ETF
PERSHING SQUARE USA LTD	$4,474,013	$4,474,013 â–²	New Holding	119,307	0.6%	COM SHS
NFLX Netflix	$4,283,554	$4,124,383 â–²	2,591.2%	59,744	0.6%	Communication Services
NEAR iShares Short Duration Bond Active ETF	$3,894,437	$315,612 â–²	8.8%	76,874	0.5%	ETF
IWR iShares Russell Mid-Cap ETF	$3,228,294	$42,804 â–¼	-1.3%	29,263	0.4%	ETF
IYF iShares U.S. Financials ETF	$3,223,963	$876,631 â–¼	-21.4%	25,284	0.4%	ETF
XLI Industrial Select Sector SPDR Fund	$3,206,632	$736,829 â–¼	-18.7%	17,312	0.4%	ETF
HWM Howmet Aerospace	$3,152,562	$648,069 â–¼	-17.1%	11,169	0.4%	Industrials
TRV Travelers Companies	$3,133,393	$647,268 â–¼	-17.1%	8,370	0.4%	Finance
VRT Vertiv	$3,119,118	$3,119,118 â–²	New Holding	12,908	0.4%	Industrials
IGV iShares Expanded Tech-Software Sector ETF	$3,058,022	$956,192 â–¼	-23.8%	33,753	0.4%	ETF
IYW iShares U.S. Technology ETF	$2,990,691	$415,675 â–¼	-12.2%	11,857	0.4%	ETF
GOOG Alphabet	$2,834,717	$521,859 â–²	22.6%	8,023	0.4%	Communication Services
BAC Bank of America	$2,739,632	$668,864 â–¼	-19.6%	44,482	0.4%	Finance
IWM iShares Russell 2000 ETF	$2,716,068	$2,103 â–²	0.1%	9,040	0.4%	ETF
TSLA Tesla	$2,456,304	$839,097 â–²	51.9%	5,840	0.3%	Consumer Discretionary
STX Seagate Technology	$2,293,805	$170,805 â–¼	-6.9%	2,377	0.3%	Technology
IBB iShares Biotechnology ETF	$2,178,436	$1,140,759 â–²	109.9%	11,454	0.3%	ETF
CAT Caterpillar	$2,150,033	$296,042 â–¼	-12.1%	2,019	0.3%	Industrials
XLC Communication Services Select Sector SPDR Fund	$1,876,894	$90,952 â–²	5.1%	17,520	0.3%	ETF
FEDEX FGHT HLDG CO INC	$1,789,048	$1,789,048 â–²	New Holding	11,848	0.2%	COMMON STOCK
SYK Stryker	$1,680,044	$235,750 â–¼	-12.3%	5,188	0.2%	Healthcare
DBJP Xtrackers MSCI Japan Hedged Equity ETF	$1,555,060	$41,324 â–²	2.7%	13,547	0.2%	ETF
IYJ iShares U.S. Industrials ETF	$1,439,856	$847,582 â–¼	-37.1%	8,640	0.2%	ETF
XLU Utilities Select Sector SPDR Fund	$1,357,797	$177,597 â–²	15.0%	29,947	0.2%	ETF
PSI Invesco Semiconductors ETF	$1,342,350	$376 â–²	0.0%	7,147	0.2%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$1,334,753	$111,890 â–²	9.1%	39,891	0.2%	ETF
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF	$1,238,138	$30,408 â–²	2.5%	19,748	0.2%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$1,160,793	$6,869 â–²	0.6%	19,434	0.2%	ETF
WALMART INC	$1,128,296	$23,445 â–¼	-2.0%	9,962	0.2%	COM
IYE iShares U.S. Energy ETF	$1,090,376		0.0%	19,268	0.1%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$1,084,733	$30,320 â–²	2.9%	19,856	0.1%	ETF
QUANTUM CORP	$960,515	$960,515 â–²	New Holding	90,274	0.1%	COM
GOVT iShares U.S. Treasury Bond ETF	$916,964	$52,007 â–²	6.0%	40,253	0.1%	ETF
SPLB SPDR Portfolio Long Term Corporate Bond ETF	$862,714	$97,754 â–²	12.8%	38,514	0.1%	ETF
MS Morgan Stanley	$855,810		0.0%	4,094	0.1%	Finance
ITA iShares U.S. Aerospace & Defense ETF	$844,591	$31,515 â–¼	-3.6%	3,484	0.1%	ETF
IYC iShares U.S. Consumer Discretionary ETF	$836,603	$228,385 â–¼	-21.4%	8,275	0.1%	ETF
IYT iShares U.S. Transportation ETF	$804,086	$172,719 â–¼	-17.7%	9,269	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Kkm Financial LLC Top Holdings and 13F Report (2026)

About Kkm Financial LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Kkm Financial LLC Top Holdings and 13F Report (2026)

About Kkm Financial LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKkm Financial LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools