Kkm Financial Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$563.2M
Q ending 2026-03-31
Prior quarter
$563.3M
Q ending 2025-12-31
Change
+0.0% QoQ · +138.1% YoY
Positions
168
reported holdings

Largest positions

Top 100 of 168 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Liberty Media Corp DelFWONAShares$18.5M208K
Micron Technology IncMUShares$17.2M60K
Nvidia CorporationNVDAShares$16.5M89K
Lilly Eli & CoLLYShares$15.0M14K
Advanced Micro Devices IncAMDShares$14.2M66K
Lam Research CorpLRCXEURShares$12.8M75K
Apple IncAAPLShares$12.5M46K
Asml Holding N VShares$11.4M11K
Comcast Corp NewCMCSAShares$10.8M362K
Home Depot IncHDShares$10.3M30K
Northern Lts Fd Tr IiESNShares$10.2M593K
Palo Alto Networks IncPANWShares$10.0M54K
Applied Matls IncAMATShares$9.6M37K
Microsoft CorpMSFTShares$8.7M18K
Taiwan Semiconductor Mfg LtdTSMShares$8.6M28K
Intel CorpINTCShares$8.3M225K
Alphabet IncGOOGLShares$8.1M26K
American Water Works Company IncAWKShares$8.0M61K
Jpmorgan Chase & CoJPMShares$7.7M24K
Johnson & JohnsonJNJShares$7.3M35K
Hca Healthcare IncHCAShares$7.2M16K
Oracle CorpORCLShares$7.1M36K
International Business MachsIBMShares$6.9M23K
Meta Platforms IncMETAShares$6.8M10K
Berkshire Hathaway Inc DelBRK/BShares$6.8M13K
Cvs Health CorpCVSShares$6.7M84K
Spdr S&P 500 Etf TrSPYShares$6.4M9K
Amazon Com IncAMZNShares$6.3M27K
Liberty Media Corp DelFWONKShares$6.2M62K
Kla CorpKLACShares$6.1M5K
Ford Mtr Co DelFShares$6.0M457K
Visa IncVShares$5.8M17K
Chubb LimitedShares$5.8M19K
Liberty Broadband Corp Com Ser CLBRDKShares$5.8M120K
Boeing CoBAShares$5.8M27K
Cme Group IncCMEShares$5.7M21K
Freeport-Mcmoran IncFCXShares$5.6M111K
Nutrien LtdNTRShares$5.6M90K
Ishares TrIGMShares$5.5M43K
Exxon Mobil CorpXOMShares$5.5M46K
3M CoMMMShares$5.5M34K
Waste Mgmt Inc DelWMShares$5.5M25K
Delta Air Lines Inc DelDALShares$5.3M77K
Duke Energy Corp NewDUKShares$5.2M45K
Fedex CorpFDXShares$5.2M18K
Costco Whsl Corp NewCOSTShares$5.1M6K
Marathon Pete CorpMPCShares$5.0M31K
Lockheed Martin CorpLMTShares$4.8M10K
Select Sector Spdr TrXLKShares$4.8M33K
Equinix IncEQIXShares$4.8M6K
Sysco CorpSYYShares$4.7M64K
Verizon Communications IncVZShares$4.7M116K
Enterprise Prods Partners LEPDShares$4.7M146K
Ishares TrIGVShares$4.7M44K
Ishares TrIVVShares$4.6M7K
Invesco Qqq TrQQQShares$4.6M7K
Ishares TrSOXXShares$4.6M15K
Automatic Data Processing InADPShares$4.5M17K
Gci Liberty IncGLIBKShares$4.5M120K
Masco CorpMASShares$4.2M67K
Broadcom IncAVGOShares$4.2M12K
Spdr Index Shs FdsWDIVShares$4.2M55K
Ishares TrIYFShares$4.1M32K
J P Morgan Exchange Traded F Div RJPINShares$4.1M61K
Schwab Strategic TrSCHDShares$4.1M150K
Pfizer IncPFEShares$4.1M165K
Linde PlcShares$3.6M9K
Ishares U S Etf TrNEARShares$3.6M71K
Unitedhealth Group IncUNHShares$3.3M10K
Select Sector Spdr TrXLIShares$3.3M21K
Nxp Semiconductors N VShares$3.2M15K
Bank America CorpBACShares$3.0M55K
Travelers Companies IncTRVShares$2.9M10K
Ishares TrIWRShares$2.9M30K
Howmet Aerospace IncHWMShares$2.8M13K
Ishares TrIYWShares$2.7M14K
Ishares TrIWMShares$2.2M9K
Stryker CorporationSYKShares$2.1M6K
Alphabet IncGOOGShares$2.1M7K
Ishares TrIYJShares$2.0M14K
Select Sector Spdr TrXLCShares$2.0M17K
Tesla IncTSLAShares$1.7M4K
Liberty Media Corp DelLLYVK*Shares$1.5M18K
Caterpillar IncCATShares$1.3M2K
Dbx Etf TrDBJPShares$1.2M13K
Spdr Ser TrSPIBShares$1.2M37K
Liberty Media Corp DelLLYVA*Shares$1.2M14K
First Tr Exchange-Traded FdFTSMShares$1.2M19K
Walmart IncWMTShares$1.1M10K
Select Sector Spdr TrXLUShares$1.1M26K
Ishares TrIYCShares$1.1M11K
Dbx Etf TrDBEZShares$1.1M19K
Dbx Etf TrDBEFShares$929K19K
Ishares TrIBBShares$921K5K
Danaher CorporationDHRShares$916K4K
Ishares TrIYEShares$916K19K
Ishares TrIYZShares$887K26K
Ishares TrGOVTShares$874K38K
Atlanta Braves Hldgs IncBATRKShares$849K22K
Ishares TrIYTShares$839K11K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.