Kkm Financial LLC Portfolio Holdings

Kkm Financial LLC

  • $202 Billion
  • Q3 2024

Kkm Financial LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.99B, Meta Platforms, Inc. with a value of $7.52B, Spdr S&P 500 ETF Trust with a value of $5.37B, Microsoft Corp with a value of $5.1B, and Ishares Semiconductor ETF with a value of $4.48B.

Examining the 13F form we can see an decrease of $8.77B in the current position value, from $211B to 202B.

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 $202 Billion
ETFs: $60.6 Billion
Technology: $34.5 Billion
Industrials: $22.4 Billion
Financial Services: $17.9 Billion
Communication Services: $15.8 Billion
Healthcare: $14.8 Billion
Consumer Cyclical: $10.6 Billion
Consumer Defensive: $9.58 Billion
Other: $14.2 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$8.99 Billion 4.45% of portfolio
38,595
Q3 2024 Reduced 7.79%
$1.26T
$7.52 Billion 3.72% of portfolio
13,130
Q3 2024 Added 8.14%
$3.11T
$5.1 Billion 2.53% of portfolio
11,864
Q3 2024 Reduced 4.21%
$354B
$4.27 Billion 2.11% of portfolio
35,200
Q3 2024 Reduced 14.67%
$620B
$3.95 Billion 1.95% of portfolio
8,579
Q3 2024 Added 4.6%
$518B
$3.91 Billion 1.93% of portfolio
22,924
Q3 2024 Added 6.15%
$2.01T
$3.55 Billion 1.76% of portfolio
19,075
Q3 2024 Added 5.14%
$427B
$3.45 Billion 1.71% of portfolio
3,888
Q3 2024 Added 5.71%
$729B
$3.42 Billion 1.69% of portfolio
16,214
Q3 2024 Added 5.25%
$430B
$3.22 Billion 1.59% of portfolio
7,954
Q3 2024 Added 5.28%
$553B
$3.06 Billion 1.51% of portfolio
5,233
Q3 2024 Added 5.21%
$507B
$2.81 Billion 1.39% of portfolio
10,223
Q3 2024 Added 5.47%
$406B
$2.82 Billion 1.39% of portfolio
17,376
Q3 2024 Added 5.21%
$508B
$2.73 Billion 1.35% of portfolio
23,306
Q3 2024 Added 6.28%
$984B
$2.63 Billion 1.3% of portfolio
15,867
Q3 2024 Added 3.26%
$711B
$2.61 Billion 1.29% of portfolio
2,941
Q3 2024 Added 8.16%
$377B
$1.09 Billion 0.54% of portfolio
27,460
Q3 2024 Reduced 12.71%
$238B
$911 Million 0.45% of portfolio
1,760
Q2 2024 Added 0.28%
$1.11T
$859 Million 0.43% of portfolio
3,285
Q3 2024 Reduced 0.45%
$245B
$841 Million 0.42% of portfolio
10,419
Q2 2024 Added 0.46%
$210B
$736 Million 0.36% of portfolio
1,883
Q3 2024 Reduced 26.87%
$225B
$549 Million 0.27% of portfolio
2,025
Q4 2023 New
$201B
$512 Million 0.25% of portfolio
828
Q1 2024 Added 0.61%
$240B
$483 Million 0.24% of portfolio
9,074
Q1 2024 Reduced 1.2%
$276B
$473 Million 0.23% of portfolio
6,589
Q4 2023 New
$220B
$424 Million 0.21% of portfolio
4,000
Q3 2024 New
$214B
$424 Million 0.21% of portfolio
1,394
Q4 2023 New
$497B
$356 Million 0.18% of portfolio
721
Q2 2024 Added 0.7%
$318B
$271 Million 0.13% of portfolio
1,843
Q4 2023 New
$228B
$244 Million 0.12% of portfolio
2,345
Q4 2023 New
$202B
$210 Million 0.1% of portfolio
1,733
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $202 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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