KKM Financial LLC
171 holdingsFiling period: 2026-06-30Current AUM: $766.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | 73.0K | $24.6M | $28.2M | 3.68% | +18.7K | 2026-06-30 |
| 2 | INTC | Intel Corp | 166.6K | $23.3M | $15.1M | 1.97% | -58,717 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 46.1K | $19.4M | $27.7M | 3.62% | +28.1K | 2026-06-30 |
| 4 | LLY | Lilly Eli & Co | 13.7K | $16.0M | $17.1M | 2.23% | -289 | 2026-06-30 |
| 5 | UNH | Unitedhealth Group Inc | 38.1K | $15.8M | $15.6M | 2.04% | +28.0K | 2026-06-30 |
| 6 | AMAT | Applied Matls Inc | 30.8K | $15.6M | $8.4M | 1.09% | -6,517 | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 74.8K | $15.0M | $16.2M | 2.11% | -13,841 | 2026-06-30 |
| 8 | AAPL | Apple Inc | 51.5K | $14.9M | $17.7M | 2.31% | +5.5K | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 57.5K | $14.5M | $15.1M | 1.97% | +30.2K | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc | 39.8K | $14.2M | $12.6M | 1.65% | +13.8K | 2026-06-30 |
| 11 | — | Asml Holding N V | 8.7K | $14.2M | $14.2M | 1.85% | -1,927 | 2026-06-30 |
| 12 | MA | Mastercard Incorporated | 24.5K | $14.0M | $16.7M | 2.18% | +23.8K | 2026-06-30 |
| 13 | AMD | Advanced Micro Devices Inc | 28.3K | $13.6M | $12.4M | 1.62% | -38,069 | 2026-06-30 |
| 14 | V | Visa Inc | 38.0K | $13.4M | $15.8M | 2.06% | +21.3K | 2026-06-30 |
| 15 | COST | Costco Whsl Corp New | 13.1K | $12.3M | $13.2M | 1.73% | +7.2K | 2026-06-30 |
| 16 | META | Meta Platforms Inc | 21.3K | $11.9M | $13.4M | 1.75% | +11.0K | 2026-06-30 |
| 17 | LRCX | Lam Research Corp | 40.7K | $11.9M | $6.5M | 0.85% | -34,304 | 2026-06-30 |
| 18 | ORCL | Oracle Corp | 85.9K | $11.9M | $10.2M | 1.33% | +49.7K | 2026-06-30 |
| 19 | ESN | Northern Lts FD TR II | 592.0K | $11.8M | $12.4M | 1.62% | -718 | 2026-06-30 |
| 20 | HD | Home Depot Inc | 33.8K | $11.6M | $10.5M | 1.38% | +3.8K | 2026-06-30 |
| 21 | TSM | Taiwan Semiconductor Mfg Ltd | 26.9K | $10.9M | $9.7M | 1.26% | -1,440 | 2026-06-30 |
| 22 | KLAC | Kla Corp | 59.1K | $10.8M | $5.3M | 0.70% | +54.1K | 2026-06-30 |
| 23 | MPC | Marathon Pete Corp | 39.7K | $10.2M | $18.7M | 2.44% | +8.7K | 2026-06-30 |
| 24 | DAL | Delta Air Lines Inc Del | 106.3K | $10.0M | $8.4M | 1.10% | +29.6K | 2026-06-30 |
| 25 | PLTR | Palantir Technologies Inc | 78.5K | $9.6M | $16.4M | 2.14% | -- | 2026-06-30 |
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