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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89B
$1.55 Billion 0.77% of portfolio
10,193
Q3 2024 Added 4.68%
$0
$1.41 Billion 0.7% of portfolio
6,245
Q3 2024 Reduced 63.44%
$66.5B
$1.41 Billion 0.7% of portfolio
8,155
Q3 2024 Added 899.39%
$0
$1.25 Billion 0.62% of portfolio
9,808
Q3 2024 Added 2.2%
$1.01T
$1.23 Billion 0.61% of portfolio
7,360
Q4 2023 New
$0
$1.18 Billion 0.58% of portfolio
9,148
Q3 2024 Added 2.2%
$0
$1.14 Billion 0.56% of portfolio
18,960
Q3 2024 Added 64.28%
$101B
$1.13 Billion 0.56% of portfolio
48,085
Q3 2024 Added 4.84%
$377B
$1.09 Billion 0.54% of portfolio
27,460
Q3 2024 Reduced 12.71%
$0
$1.08 Billion 0.53% of portfolio
7,947
Q3 2024 Reduced 64.53%
$0
$1.05 Billion 0.52% of portfolio
22,583
Q4 2023 New
$238B
$911 Million 0.45% of portfolio
1,760
Q2 2024 Added 0.28%
$0
$889 Million 0.44% of portfolio
14,935
Q3 2024 Reduced 0.2%
$0
$899 Million 0.44% of portfolio
10,222
Q2 2024 Reduced 9.83%
$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%
$0
$710 Million 0.35% of portfolio
12,340
Q3 2024 Added 1.77%
$0
$682 Million 0.34% of portfolio
13,339
Q3 2024 Reduced 17.66%
$0
$659 Million 0.33% of portfolio
9,231
Q4 2023 New
$0
$677 Million 0.33% of portfolio
8,151
Q3 2024 Reduced 6.84%
$0
$656 Million 0.32% of portfolio
1,137
Q3 2024 Added 16.98%
$0
$653 Million 0.32% of portfolio
4,242
Q4 2023 New
$0
$645 Million 0.32% of portfolio
5,606
Q3 2024 Added 2.82%
-
$644 Million 0.32% of portfolio
-
Q4 2023 New
$22.9B
$585 Million 0.29% of portfolio
4,334
Q2 2024 Reduced 4.58%
$80B
$561 Million 0.28% of portfolio
2,000
Q3 2024 New
$0
$551 Million 0.27% of portfolio
13,116
Q4 2023 New
$225B
$549 Million 0.27% of portfolio
2,025
Q4 2023 New
$0
$521 Million 0.26% of portfolio
6,763
Q3 2024 Added 138.55%
$0
$503 Million 0.25% of portfolio
7,759
Q3 2024 Added 48.5%
$0
$511 Million 0.25% of portfolio
2,521
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%
$0
$482 Million 0.24% of portfolio
6,061
Q3 2024 Added 4.83%
$276B
$473 Million 0.23% of portfolio
6,589
Q4 2023 New
$0
$472 Million 0.23% of portfolio
7,041
Q3 2024 Added 5.37%
$0
$441 Million 0.22% of portfolio
3,510
Q4 2023 New
$14.9B
$447 Million 0.22% of portfolio
15,736
Q3 2024 New
$0
$415 Million 0.21% of portfolio
13,999
Q1 2024 Added 7.69%
$220B
$424 Million 0.21% of portfolio
4,000
Q3 2024 New
$214B
$424 Million 0.21% of portfolio
1,394
Q4 2023 New
$0
$428 Million 0.21% of portfolio
11,767
Q3 2024 Added 10.97%
$43.3B
$432 Million 0.21% of portfolio
8,683
Q3 2024 Reduced 33.67%
$0
$434 Million 0.21% of portfolio
9,568
Q4 2023 New
$0
$411 Million 0.2% of portfolio
2,049
Q4 2023 New
$125B
$377 Million 0.19% of portfolio
982
Q1 2024 Reduced 1.01%
$0
$380 Million 0.19% of portfolio
9,416
Q3 2024 Reduced 20.85%
$0
$382 Million 0.19% of portfolio
2,544
Q3 2024 Reduced 73.85%

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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