KKM Financial LLC
KKM Financial LLC reported 169 positions worth $729.9M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: PANW (3.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PANW | SH | $24.6M | 3.37% | 72,971 | — | — | |
| ▸ 2 | INTC | SH | $23.3M | 3.19% | 166,641 | — | — | |
| ▸ 3 | MSFT | SH | $19.4M | 2.66% | 46,104 | — | — | |
| ▸ 4 | LLY | SH | $16.0M | 2.19% | 13,652 | — | — | |
| ▸ 5 | UNH | SH | $15.8M | 2.16% | 38,062 | — | — | |
| ▸ 6 | AMAT | SH | $15.6M | 2.14% | 30,759 | — | — | |
| ▸ 7 | NVDA | SH | $15.0M | 2.06% | 74,809 | — | — | |
| ▸ 8 | AAPL | SH | $14.9M | 2.04% | 51,470 | — | — | |
| ▸ 9 | AMZN | SH | $14.5M | 1.98% | 57,469 | — | — | |
| ▸ 10 | GOOGL | SH | $14.2M | 1.95% | 39,844 | — | — |
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Frequently Asked Questions
What stocks does KKM Financial LLC hold as of Q2 2026?
KKM Financial LLC reported 169 positions worth $729.9M in its Q2 2026 13F filing. Largest positions: PANW (3.4%), INTC (3.2%), MSFT (2.7%), LLY (2.2%) and UNH (2.2%).
What did KKM Financial LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did KKM Financial LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.