Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KKM Financial LLC (CIK 2001943) reported $563.2M across 168 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FWONA ($18.5M, 3.29%), MU ($17.2M, 3.06%), NVDA ($16.5M, 2.94%), LLY ($15.0M, 2.66%), AMD ($14.2M, 2.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FWONA | LIBERTY MEDIA CORP DEL | $18.5M | 3.29% | 207,502 | Hold |
| 2 | MU | MICRON TECHNOLOGY INC | $17.2M | 3.06% | 60,372 | Hold |
| 3 | NVDA | NVIDIA CORPORATION | $16.5M | 2.94% | 88,650 | Hold |
| 4 | LLY | LILLY ELI & CO | $15.0M | 2.66% | 13,941 | Hold |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $14.2M | 2.52% | 66,353 | Hold |
| 6 | LRCX | LAM RESEARCH CORP | $12.8M | 2.28% | 75,048 | Hold |
| 7 | AAPL | APPLE INC | $12.5M | 2.22% | 46,017 | Hold |
| 8 | ASML | ASML HOLDING N V | $11.4M | 2.02% | 10,626 | Hold |
| 9 | CMCSA | COMCAST CORP NEW | $10.8M | 1.92% | 361,694 | Hold |
| 10 | HD | HOME DEPOT INC | $10.3M | 1.84% | 30,044 | Hold |
| 11 | ESN | NORTHERN LTS FD TR II | $10.2M | 1.81% | 592,732 | Hold |
| 12 | PANW | PALO ALTO NETWORKS INC | $10.0M | 1.77% | 54,246 | Hold |
| 13 | AMAT | APPLIED MATLS INC | $9.6M | 1.70% | 37,276 | Hold |
| 14 | MSFT | MICROSOFT CORP | $8.7M | 1.55% | 18,023 | Hold |
| 15 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $8.6M | 1.53% | 28,336 | Hold |
| 16 | INTC | INTEL CORP | $8.3M | 1.48% | 225,358 | Hold |
| 17 | GOOGL | ALPHABET INC | $8.1M | 1.45% | 26,022 | Hold |
| 18 | AWK | AMERICAN WATER WORKS COMPANY INC | $8.0M | 1.42% | 61,272 | Hold |
| 19 | JPM | JPMORGAN CHASE & CO | $7.7M | 1.36% | 23,826 | Hold |
| 20 | JNJ | JOHNSON & JOHNSON | $7.3M | 1.29% | 35,124 | Hold |
| 21 | HCA | HCA HEALTHCARE INC | $7.2M | 1.29% | 15,506 | Hold |
| 22 | ORCL | ORACLE CORP | $7.1M | 1.26% | 36,269 | Hold |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $6.9M | 1.23% | 23,396 | Hold |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.8M | 1.20% | 13,449 | Hold |
| 25 | META | META PLATFORMS INC | $6.8M | 1.20% | 10,261 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31