KKM Financial LLC
CIK 2001943
13F filing for Q2 2026・No. 3,140
- Holdings
- US$729.9M
- Quarter change
- +US$166.72M
- Entries
- 169
- Net bought (estimate)
- +US$73.5M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 29
- Sold out 28
- Cut 63
- Added 68
- Corporate actions 0
- Unchanged 9
Largest holdings
169 stocks worth US$729.9M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PANWPALO ALTO NETWORKS INCCOM | Added | 72,971 | US$24.62M | 3.37% |
| INTCINTEL CORPCOM | Cut | 166,641 | US$23.27M | 3.19% |
| MSFTMicrosoftCOM | Added | 46,104 | US$19.41M | 2.66% |
| LLYLILLY ELI & COCOM | Cut | 13,652 | US$16.02M | 2.19% |
| UNHUNITEDHEALTH GROUP INCCOM | Added | 38,062 | US$15.8M | 2.16% |
| AMATAPPLIED MATLS INCCOM | Cut | 30,759 | US$15.62M | 2.14% |
| NVDANvidiaCOM | Cut | 74,809 | US$15.01M | 2.06% |
| AAPLAppleCOM | Added | 51,470 | US$14.89M | 2.04% |
| AMZNAmazonCOM | Added | 57,469 | US$14.46M | 1.98% |
| GOOGLAlphabetCAP STK CL A | Added | 39,844 | US$14.22M | 1.95% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.