KKM Financial LLC 13F Holdings

CIK 0002001943 · CHICAGO, IL

As of Sep 30, 2025, KKM Financial LLC reported 139 positions worth $318.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
META PLATFORMS INCMETACommunication Services17,681 3.0M4.08%
APPLE INCAAPLTechnology45,820 1.7M3.67%
NORTHERN LTS FD TR II——591,038 0.1M3.17%
MICROSOFT CORPMSFTTechnology16,584$8.6M2.70%
ORACLE CORPORCLTechnology30,034$8.4M2.66%
JPMORGAN CHASE & COJPMFinancial Services20,942$6.6M2.08%
SPDR S&P 500 ETF TRUSTSPY—9,491$6.3M1.99%
INTEL CORPINTCTechnology187,272$6.3M1.98%
PALO ALTO NETWORKS INCPANWTechnology30,006$6.1M1.92%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services11,937$6.0M1.89%
ISHARES EXPANDED TECH SECTOR ETFIGM—46,065$5.8M1.82%
JOHNSON & JOHNSONJNJHealthcare30,544$5.7M1.78%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology19,983$5.6M1.77%
ALPHABET INCGOOGLEquity22,575$5.5M1.73%
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFIGV—46,758$5.4M1.69%
CVS HEALTH CORPCVSHealthcare70,270$5.3M1.67%
AMAZON.COM INCAMZNEquity24,000$5.3M1.66%
MARATHON PETROLEUM CORPMPCEnergy26,202$5.1M1.59%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—17,430$4.9M1.54%
VISA INC-CLASS A SHARESVFinancial Services14,335$4.9M1.54%
BOEING COBAIndustrials22,658$4.9M1.54%
HOME DEPOT INCHDConsumer Cyclical11,973$4.9M1.53%
CME GROUP INCCMEFinancial Services17,748$4.8M1.51%
COSTCO WHOLESALE CORPCOSTConsumer Defensive5,114$4.7M1.49%
WASTE MANAGEMENT INCWMIndustrials21,385$4.7M1.49%