account_balance
Investment manager · 13F filer · SEC CIK 2001943
KKM Financial LLC
Reported value$730Mas of Jun 30, 2026
Positions169 29 new, 28 sold out
Top 10 weight23.7%PANW alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PANWPalo Alto Networks Inc
3.4%Added +35%
INTCIntel Corp
3.2%Trimmed −26%
MSFTMicrosoft Corp
2.7%Added +156%
LLYELI Lilly & Co
2.2%Trimmed −2%
UNHUnitedHealth Group Inc
2.2%Added +278%
AMATApplied Materials Inc
2.1%Trimmed −17%
NVDANVIDIA Corp
2.1%Trimmed −16%
AAPLApple Inc.
2.0%Added +12%
AMZNAmazon.com Inc
2.0%Added +111%
GOOGLAlphabet Inc.
1.9%Added +53%
ASMLASML Holding NV
1.9%Trimmed −18%
MAMastercard Inc
1.9%Added +3272%
PANWPalo Alto Networks Inc
3.4%+35%
INTCIntel Corp
3.2%−26%
MSFTMicrosoft Corp
2.7%
LLYELI Lilly & Co
2.2%−2%
UNHUnitedHealth Group Inc
2.2%+278%
AMATApplied Materials Inc
2.1%−17%
NVDANVIDIA Corp
2.1%
AAPLApple Inc.
2.0%
AMZNAmazon.com Inc
2.0%
GOOGLAlphabet Inc.
1.9%
ASMLASML Holding NV
1.9%
MAMastercard Inc
1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PANW Palo Alto Networks Inc 3.4% Added +35%INTC Intel Corp 3.2% Trimmed −26%MSFT Microsoft Corp 2.7% Added +156%LLY ELI Lilly & Co 2.2% Trimmed −2%UNH UnitedHealth Group Inc 2.2% Added +278%AMAT Applied Materials Inc 2.1% Trimmed −17%NVDA NVIDIA Corp 2.1% Trimmed −16%AAPL Apple Inc. 2.0% Added +12%AMZN Amazon.com Inc 2.0% Added +111%GOOGL Alphabet Inc. 1.9% Added +53%ASML ASML Holding NV 1.9% Trimmed −18%MA Mastercard Inc 1.9% Added +3272%
What changed
Biggest moves since Mar 31, 2026
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