Kkm Financial LLC Portfolio Holdings

Kkm Financial LLC

  • $237 Billion
  • Q1 2025

Kkm Financial LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $237 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Northern Lts Fd Tr Ii with a value of $9.09B, Meta Platforms, Inc. with a value of $8.76B, Apple Inc. with a value of $8.72B, Spdr S&P 500 ETF Trust with a value of $8B, and Microsoft Corp with a value of $4.99B.

Examining the 13F form we can see an decrease of $3.38B in the current position value, from $240B to 237B.

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 $237 Billion
ETFs: $79.2 Billion
Technology: $32.2 Billion
Industrials: $22.4 Billion
Financial Services: $20.1 Billion
Communication Services: $17.6 Billion
Healthcare: $16.1 Billion
Consumer Cyclical: $10.8 Billion
Energy: $8.23 Billion
Other: $18 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.6B
$3.8 Billion 1.61% of portfolio
22,277
Q1 2025 Reduced 1.94%
$98.9B
$3.22 Billion 1.36% of portfolio
13,925
Q1 2025 Reduced 2.89%
$123B
$3.04 Billion 1.29% of portfolio
10,076
Q1 2025 Reduced 1.79%
$135B
$3.05 Billion 1.29% of portfolio
9,978
Q1 2025 Reduced 5.86%
$104B
$2.91 Billion 1.23% of portfolio
10,978
Q1 2025 Reduced 1.8%
$90.6B
$2.86 Billion 1.21% of portfolio
23,461
Q1 2025 Added 3.28%
$84.1B
$2.84 Billion 1.2% of portfolio
41,955
Q1 2025 Added 71.29%
$185B
$2.8 Billion 1.18% of portfolio
61,702
Q1 2025 Added 17.49%
$37B
$2.65 Billion 1.12% of portfolio
35,371
Q1 2025 Added 12.56%
$26B
$2.64 Billion 1.12% of portfolio
17,927
Q1 2025 Added 21.89%
$67.1B
$2.62 Billion 1.11% of portfolio
76,606
Q1 2025 Reduced 6.27%
$80.3B
$2.57 Billion 1.09% of portfolio
113,251
Q1 2025 Added 187.68%
$14.1B
$2.53 Billion 1.07% of portfolio
36,322
Q1 2025 Added 1.76%
$82B
$2.53 Billion 1.07% of portfolio
17,213
Q1 2025 Reduced 8.45%
$126B
$2.5 Billion 1.06% of portfolio
5,606
Q1 2025 Added 4.71%
$124B
$2.49 Billion 1.05% of portfolio
14,604
Q1 2025 Reduced 4.97%
$152B
$2.39 Billion 1.01% of portfolio
64,750
Q1 2025 Added 27.84%
$31.8B
$2.37 Billion 1.0% of portfolio
47,726
Q1 2025 Added 20.38%
$80.1B
$2.36 Billion 1.0% of portfolio
16,211
Q1 2025 Added 16.04%
$132B
$2.35 Billion 0.99% of portfolio
92,766
Q1 2025 Added 20.36%
$41B
$2.31 Billion 0.98% of portfolio
230,046
Q1 2025 Added 37.28%
$55B
$2.24 Billion 0.95% of portfolio
59,067
Q1 2025 New
$31B
$1.82 Billion 0.77% of portfolio
41,806
Q1 2025 Reduced 22.23%
$98B
$1.41 Billion 0.59% of portfolio
8,395
Q1 2025 Added 3.07%
$138B
$1.17 Billion 0.49% of portfolio
5,688
Q1 2025 Reduced 7.33%
$184B
$850 Million 0.36% of portfolio
2,590
Q1 2025 Reduced 0.73%
$193B
$672 Million 0.28% of portfolio
1,753
Q1 2025 Reduced 0.4%
$22.7B
$495 Million 0.21% of portfolio
4,144
Q1 2025 Reduced 1.33%
$158B
$412 Million 0.17% of portfolio
828
Q1 2024 Added 0.61%
$26.6B
$381 Million 0.16% of portfolio
4,918
Q1 2025 Added 25.2%
$145B
$325 Million 0.14% of portfolio
872
Q1 2025 Added 1.63%
$98B
$276 Million 0.12% of portfolio
3,001
Q4 2023 New
$14.7B
$258 Million 0.11% of portfolio
508
Q3 2024 New
$152B
$245 Million 0.1% of portfolio
1,158
Q4 2023 New
$17B
$226 Million 0.1% of portfolio
4,233
Q1 2025 Reduced 1.88%
$16.3B
$244 Million 0.1% of portfolio
3,000
Q4 2024 New
$24.3B
$220 Million 0.09% of portfolio
2,594
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $237 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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