Kkm Financial LLC Portfolio Holdings

Kkm Financial LLC

  • $240 Billion
  • Q4 2024

Kkm Financial LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $240 Billion distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.6B, Meta Platforms, Inc. with a value of $9.04B, Northern Lts Fd Tr Ii with a value of $8.77B, Spdr S&P 500 ETF Trust with a value of $6.7B, and Ishares Expanded Tech Sector E with a value of $5.49B.

Examining the 13F form we can see an increase of $37.8B in the current position value, from $202B to 240B.

Kkm Financial LLC is based out at Chicago, IL

Below you can find more details about Kkm Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $240 Billion
ETFs: $83.8 Billion
Technology: $35.9 Billion
Industrials: $24.2 Billion
Financial Services: $19.4 Billion
Communication Services: $17.8 Billion
Healthcare: $13.2 Billion
Consumer Cyclical: $11.6 Billion
Consumer Defensive: $9.28 Billion
Other: $13.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.37T
$10.6 Billion 4.42% of portfolio
42,634
Q4 2024 Added 10.47%
$1.34T
$9.04 Billion 3.77% of portfolio
15,431
Q4 2024 Added 17.52%
$2.82T
$5.46 Billion 2.28% of portfolio
12,978
Q4 2024 Added 9.39%
$1.98T
$4.54 Billion 1.89% of portfolio
20,594
Q4 2024 Added 7.96%
$52.8B
$4.13 Billion 1.72% of portfolio
22,718
Q4 2024 Added 106.83%
$656B
$4.03 Billion 1.68% of portfolio
8,889
Q4 2024 Added 3.61%
$661B
$4.04 Billion 1.68% of portfolio
16,854
Q4 2024 Added 3.95%
$398B
$4 Billion 1.67% of portfolio
24,000
Q4 2024 Added 4.69%
$288B
$3.83 Billion 1.6% of portfolio
28,500
Q4 2024 Reduced 19.03%
$394B
$3.72 Billion 1.55% of portfolio
4,057
Q4 2024 Added 4.35%
$537B
$3.36 Billion 1.4% of portfolio
10,634
Q4 2024 Added 4.02%
$28.2B
$3.25 Billion 1.36% of portfolio
53,753
Q4 2024 Added 5.22%
$220B
$3.22 Billion 1.34% of portfolio
14,659
Q4 2024 Added 4.91%
$355B
$3.21 Billion 1.34% of portfolio
8,263
Q4 2024 Added 3.88%
$974B
$3.16 Billion 1.32% of portfolio
16,692
Q4 2024 Added 5.2%
$121B
$3.1 Billion 1.29% of portfolio
10,599
Q4 2024 Added 4.75%
$120B
$2.83 Billion 1.18% of portfolio
10,260
Q4 2024 Added 4.91%
$450B
$2.75 Billion 1.15% of portfolio
5,439
Q4 2024 Added 3.94%
$95B
$2.72 Billion 1.13% of portfolio
15,368
Q4 2024 Added 50.77%
$62.7B
$2.72 Billion 1.13% of portfolio
9,675
Q4 2024 Added 4.84%
$453B
$2.63 Billion 1.1% of portfolio
24,440
Q4 2024 Added 4.87%
$426B
$2.61 Billion 1.09% of portfolio
18,031
Q4 2024 Added 3.77%
$93.4B
$2.6 Billion 1.08% of portfolio
11,179
Q4 2024 Added 5.16%
$15.6B
$2.59 Billion 1.08% of portfolio
35,693
Q4 2024 Added 5.06%
$123B
$2.6 Billion 1.08% of portfolio
5,354
Q4 2024 Added 4.69%
$71.7B
$2.56 Billion 1.07% of portfolio
81,734
Q4 2024 Added 4.8%
$762B
$2.57 Billion 1.07% of portfolio
3,327
Q4 2024 Added 13.12%
$91B
$2.45 Billion 1.02% of portfolio
22,717
Q4 2024 Added 5.25%
$80.8B
$2.43 Billion 1.01% of portfolio
18,802
Q4 2024 Added 5.64%
$36.8B
$2.4 Billion 1.0% of portfolio
31,423
Q4 2024 Added 3.31%
$184B
$2.1 Billion 0.88% of portfolio
52,519
Q4 2024 Added 2.13%
$144B
$2.04 Billion 0.85% of portfolio
77,075
Q4 2024 Added 4.62%
$68.3B
$1.95 Billion 0.81% of portfolio
13,970
Q4 2024 Added 5.44%
$77.5B
$1.89 Billion 0.79% of portfolio
8,145
Q4 2024 Reduced 0.12%
$153B
$1.9 Billion 0.79% of portfolio
50,649
Q4 2024 Added 0.89%
$25.9B
$1.83 Billion 0.76% of portfolio
14,707
Q4 2024 Added 7.19%
$27B
$1.77 Billion 0.74% of portfolio
39,646
Q4 2024 Added 3.52%
$37.6B
$1.66 Billion 0.69% of portfolio
167,571
Q4 2024 Added 1.75%
$26B
$1.6 Billion 0.67% of portfolio
31,673
Q4 2024 Reduced 4.83%
$149B
$1.41 Billion 0.59% of portfolio
6,138
Q1 2024 Added 187.09%
$1T
$1.4 Billion 0.58% of portfolio
7,360
Q4 2023 New
$86.3B
$1.1 Billion 0.46% of portfolio
24,494
Q4 2024 Reduced 9.35%
$176B
$946 Million 0.39% of portfolio
2,609
Q4 2024 Added 38.56%
$229B
$941 Million 0.39% of portfolio
10,419
Q2 2024 Added 0.46%
$760B
$907 Million 0.38% of portfolio
2,245
Q4 2024 Reduced 31.66%
$97.3B
$789 Million 0.33% of portfolio
39,367
Q4 2024 Reduced 18.13%
$176B
$783 Million 0.33% of portfolio
1,760
Q2 2024 Added 0.28%
-
$627 Million 0.26% of portfolio
-
Q4 2023 New
$192B
$601 Million 0.25% of portfolio
2,025
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $240 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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