KKM Financial LLC 13F Holdings · Q2 2026
KKM Financial LLC reported 169 securities worth $729.90M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PANW (3.37%), INTC (3.19%), MSFT (2.66%). Among its top 25 positions this quarter: 1 new, 15 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PANW | PALO ALTO NETWORKS INC | $24.6M | 3.37% | 72,971 | Added |
| 2 | INTC | INTEL CORP | $23.3M | 3.19% | 166,641 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $19.4M | 2.66% | 46,104 | Added |
| 4 | LLY | LILLY ELI & CO | $16.0M | 2.19% | 13,652 | Trimmed |
| 5 | UNH | UNITEDHEALTH GROUP INC | $15.8M | 2.16% | 38,062 | Added |
| 6 | AMAT | APPLIED MATLS INC | $15.6M | 2.14% | 30,759 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $15.0M | 2.06% | 74,809 | Trimmed |
| 8 | AAPL | APPLE INC | $14.9M | 2.04% | 51,470 | Added |
| 9 | AMZN | AMAZON COM INC | $14.5M | 1.98% | 57,469 | Added |
| 10 | GOOGL | ALPHABET INC | $14.2M | 1.95% | 39,844 | Added |
| 11 | ASML | ASML HOLDING N V | $14.2M | 1.94% | 8,699 | Trimmed |
| 12 | MA | MASTERCARD INCORPORATED | $14.0M | 1.92% | 24,482 | Added |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $13.6M | 1.86% | 28,284 | Trimmed |
| 14 | V | VISA INC | $13.4M | 1.83% | 37,982 | Added |
| 15 | COST | COSTCO WHSL CORP NEW | $12.3M | 1.69% | 13,079 | Added |
| 16 | LRCX | LAM RESEARCH CORP | $11.9M | 1.64% | 40,744 | Trimmed |
| 17 | META | META PLATFORMS INC | $11.9M | 1.64% | 21,303 | Added |
| 18 | ORCL | ORACLE CORP | $11.9M | 1.63% | 85,947 | Added |
| 19 | ESN | NORTHERN LTS FD TR II | $11.8M | 1.61% | 592,014 | Trimmed |
| 20 | HD | HOME DEPOT INC | $11.6M | 1.59% | 33,798 | Added |
| 21 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $10.9M | 1.49% | 26,896 | Trimmed |
| 22 | KLAC | KLA CORP | $10.8M | 1.48% | 59,145 | Added |
| 23 | MPC | MARATHON PETE CORP | $10.2M | 1.39% | 39,734 | Added |
| 24 | DAL | DELTA AIR LINES INC DEL | $10.0M | 1.36% | 106,349 | Added |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | $9.6M | 1.32% | 78,479 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR