Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

KKM Financial LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

KKM Financial LLC (CIK 2001943) reported $729.9M across 169 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PANW ($24.6M, 3.37%), INTC ($23.3M, 3.19%), MSFT ($19.4M, 2.66%), LLY ($16.0M, 2.19%), UNH ($15.8M, 2.16%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PANWPALO ALTO NETWORKS INC$24.6M3.37%72,971Added
2INTCINTEL CORP$23.3M3.19%166,641Trimmed
3MSFTMICROSOFT CORP$19.4M2.66%46,104Added
4LLYLILLY ELI & CO$16.0M2.19%13,652Trimmed
5UNHUNITEDHEALTH GROUP INC$15.8M2.16%38,062Added
6AMATAPPLIED MATLS INC$15.6M2.14%30,759Trimmed
7NVDANVIDIA CORPORATION$15.0M2.06%74,809Trimmed
8AAPLAPPLE INC$14.9M2.04%51,470Added
9AMZNAMAZON COM INC$14.5M1.98%57,469Added
10GOOGLALPHABET INC$14.2M1.95%39,844Added
11ASMLASML HOLDING N V$14.2M1.94%8,699Trimmed
12MAMASTERCARD INCORPORATED$14.0M1.92%24,482Added
13AMDADVANCED MICRO DEVICES INC$13.6M1.86%28,284Trimmed
14VVISA INC$13.4M1.83%37,982Added
15COSTCOSTCO WHSL CORP NEW$12.3M1.69%13,079Added
16LRCXLAM RESEARCH CORP$11.9M1.64%40,744Trimmed
17METAMETA PLATFORMS INC$11.9M1.64%21,303Added
18ORCLORACLE CORP$11.9M1.63%85,947Added
19ESNNORTHERN LTS FD TR II$11.8M1.61%592,014Trimmed
20HDHOME DEPOT INC$11.6M1.59%33,798Added
21TSMTAIWAN SEMICONDUCTOR MFG LTD$10.9M1.49%26,896Trimmed
22KLACKLA CORP$10.8M1.48%59,145Added
23MPCMARATHON PETE CORP$10.2M1.39%39,734Added
24DALDELTA AIR LINES INC DEL$10.0M1.36%106,349Added
25PLTRPALANTIR TECHNOLOGIES INC$9.6M1.32%78,479New

Source: SEC Form 13F filings · as of 2026-06-30