KKM Financial LLC: 13F holdings
CIK 20019432026Q2
| Positions | 169 |
|---|
| Reported value | $729.9m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 169 (+1 vs prior quarter) |
|---|
| Reported value | $729.9m (+29.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PANW PALO ALTO NETWORKS INC | 72,971 | $24.6m | 3.4% |
| INTC INTEL CORP | 166,641 | $23.3m | 3.2% |
| MSFT MICROSOFT CORP | 46,104 | $19.4m | 2.7% |
| LLY LILLY ELI & CO | 13,652 | $16.0m | 2.2% |
| UNH UNITEDHEALTH GROUP INC | 38,062 | $15.8m | 2.2% |
| AMAT APPLIED MATLS INC | 30,759 | $15.6m | 2.1% |
| NVDA NVIDIA CORPORATION | 74,809 | $15.0m | 2.1% |
| AAPL APPLE INC | 51,470 | $14.9m | 2.0% |
| AMZN AMAZON COM INC | 57,469 | $14.5m | 2.0% |
| GOOGL ALPHABET INC | 39,844 | $14.2m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2001943")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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