KKM Financial LLC
169 holdingsFiling period: 2026-03-31Current AUM: $682.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FWONA | LIBERTY MEDIA CORP DEL | 207.5K | $18.5M | $21.3M | 3.12% | -- | 2026-03-31 |
| 2 | MU | MICRON TECHNOLOGY INC | 60.4K | $17.2M | $42.0M | 6.15% | -- | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 88.7K | $16.5M | $19.0M | 2.79% | -- | 2026-03-31 |
| 4 | LLY | LILLY ELI & CO | 13.9K | $15.0M | $18.7M | 2.74% | -- | 2026-03-31 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 66.4K | $14.2M | $33.3M | 4.87% | -- | 2026-03-31 |
| 6 | LRCX | LAM RESEARCH CORP | 75.0K | $12.8M | $17.6M | 2.58% | -- | 2026-03-31 |
| 7 | AAPL | APPLE INC | 46.0K | $12.5M | $15.2M | 2.23% | -- | 2026-03-31 |
| 8 | — | ASML HOLDING N V | 10.6K | $11.4M | $11.4M | 1.66% | -- | 2026-03-31 |
| 9 | CMCSA | COMCAST CORP NEW | 361.7K | $10.8M | $9.0M | 1.32% | -- | 2026-03-31 |
| 10 | HD | HOME DEPOT INC | 30.0K | $10.3M | $10.4M | 1.53% | -- | 2026-03-31 |
| 11 | ESN | NORTHERN LTS FD TR II | 592.7K | $10.2M | $11.6M | 1.70% | -- | 2026-03-31 |
| 12 | PANW | PALO ALTO NETWORKS INC | 54.2K | $10.0M | $20.7M | 3.03% | -- | 2026-03-31 |
| 13 | AMAT | APPLIED MATLS INC | 37.3K | $9.6M | $14.2M | 2.08% | -- | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 18.0K | $8.7M | $10.9M | 1.60% | -- | 2026-03-31 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 28.3K | $8.6M | $10.3M | 1.51% | -- | 2026-03-31 |
| 16 | INTC | INTEL CORP | 225.4K | $8.3M | $17.0M | 2.49% | -- | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 26.0K | $8.1M | $10.1M | 1.48% | -- | 2026-03-31 |
| 18 | AWK | AMERICAN WATER WORKS COMPANY INC | 61.3K | $8.0M | $7.9M | 1.15% | -- | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 23.8K | $7.7M | $9.2M | 1.34% | -- | 2026-03-31 |
| 20 | JNJ | JOHNSON & JOHNSON | 35.1K | $7.3M | $7.6M | 1.12% | -- | 2026-03-31 |
| 21 | HCA | HCA HEALTHCARE INC | 15.5K | $7.2M | $6.2M | 0.90% | -- | 2026-03-31 |
| 22 | ORCL | ORACLE CORP | 36.3K | $7.1M | $6.2M | 0.91% | -- | 2026-03-31 |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | 23.4K | $6.9M | $6.4M | 0.94% | -- | 2026-03-31 |
| 24 | META | META PLATFORMS INC | 10.3K | $6.8M | $6.6M | 0.97% | -- | 2026-03-31 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.4K | $6.8M | $6.8M | 0.99% | -- | 2026-03-31 |
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