Holdings

KKM Financial LLC

As of Jun 30, 2026, KKM Financial LLC reported 85 positions worth US$603M. Largest: Palo Alto Networks, Inc., Intel Corporation and Microsoft Corp. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Palo Alto Networks, Inc.72,971US$24.6M+18,725Jun 30, 2026
Intel Corporation167KUS$23.3M−58,717Jun 30, 2026
Microsoft Corp.46,104US$19.4M+28,081Jun 30, 2026
Alphabet Inc (google) Class C47,776US$17.1M+15,224Jun 30, 2026
Eli Lilly And Company13,652US$16M−289Jun 30, 2026
Unitedhealth Group Incorporated38,062US$15.8M+27,993Jun 30, 2026
Applied Materials, Inc.30,759US$15.6M−6,517Jun 30, 2026
Nvidia Corporation74,809US$15M−13,841Jun 30, 2026
Apple Inc51,470US$14.9M+5,453Jun 30, 2026
Amazon.com, Inc.57,469US$14.5M+30,193Jun 30, 2026