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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.28 Billion 0.96% of portfolio
16,205
Q1 2025 Reduced 14.04%
$55B
$2.24 Billion 0.95% of portfolio
59,067
Q1 2025 New
$1.03T
$2.11 Billion 0.89% of portfolio
13,614
Q1 2025 Reduced 18.44%
$0
$1.93 Billion 0.82% of portfolio
3,758
Q3 2024 Added 11.61%
$31B
$1.82 Billion 0.77% of portfolio
41,806
Q1 2025 Reduced 22.23%
$0
$1.79 Billion 0.76% of portfolio
8,935
Q1 2025 Added 0.01%
$0
$1.45 Billion 0.61% of portfolio
22,723
Q1 2025 Reduced 16.2%
$98B
$1.41 Billion 0.59% of portfolio
8,395
Q1 2025 Added 3.07%
$0
$1.34 Billion 0.57% of portfolio
22,336
Q1 2025 Reduced 0.22%
$0
$1.25 Billion 0.53% of portfolio
9,061
Q1 2025 Reduced 0.42%
$1.05T
$1.16 Billion 0.49% of portfolio
7,402
Q1 2025 Added 0.57%
$138B
$1.17 Billion 0.49% of portfolio
5,688
Q1 2025 Reduced 7.33%
$0
$1.15 Billion 0.49% of portfolio
20,094
Q1 2025 Added 5.93%
$0
$1.09 Billion 0.46% of portfolio
33,112
Q1 2025 Reduced 0.25%
$1.09T
$1 Billion 0.42% of portfolio
3,865
Q1 2025 Added 72.16%
$0
$968 Million 0.41% of portfolio
13,028
Q1 2025 Added 41.13%
-
$950 Million 0.4% of portfolio
-
Q1 2025 Added 38.55%
$0
$923 Million 0.39% of portfolio
9,697
Q1 2025 Reduced 1.13%
$268B
$918 Million 0.39% of portfolio
10,461
Q1 2025 Added 0.4%
$0
$932 Million 0.39% of portfolio
9,590
Q1 2025 Reduced 2.1%
$0
$933 Million 0.39% of portfolio
10,559
Q1 2025 Added 3.3%
$184B
$850 Million 0.36% of portfolio
2,590
Q1 2025 Reduced 0.73%
$0
$824 Million 0.35% of portfolio
19,020
Q1 2025 Added 45.01%
Proshares Tr
-
$834 Million 0.35% of portfolio
-
Q1 2025 Added 24.81%
$0
$794 Million 0.34% of portfolio
36,418
Q1 2025 Added 0.29%
$0
$807 Million 0.34% of portfolio
15,218
Q1 2025 Added 5.03%
$0
$807 Million 0.34% of portfolio
35,506
Q1 2025 Reduced 0.7%
$0
$775 Million 0.33% of portfolio
5,062
Q4 2024 Reduced 0.9%
Super Micro Computer Inc
-
$671 Million 0.28% of portfolio
-
Q1 2025 New
$193B
$672 Million 0.28% of portfolio
1,753
Q1 2025 Reduced 0.4%
$0
$650 Million 0.27% of portfolio
7,959
Q4 2024 Reduced 2.36%
$0
$581 Million 0.25% of portfolio
11,162
Q1 2025 Reduced 2.47%
$0
$576 Million 0.24% of portfolio
3,942
Q1 2025 Reduced 7.07%
$0
$568 Million 0.24% of portfolio
7,381
Q1 2025 Added 0.01%
$0
$547 Million 0.23% of portfolio
8,537
Q1 2025 Reduced 0.01%
$220B
$545 Million 0.23% of portfolio
2,025
Q4 2023 New
$0
$538 Million 0.23% of portfolio
4,619
Q1 2025 Reduced 17.61%
$0
$510 Million 0.22% of portfolio
5,690
Q1 2025 Added 7.83%
$52.7B
$512 Million 0.22% of portfolio
8,683
Q3 2024 Reduced 33.67%
$0
$510 Million 0.22% of portfolio
8,051
Q1 2025 Reduced 3.48%
$0
$510 Million 0.22% of portfolio
908
Q1 2025 Reduced 20.14%
$0
$529 Million 0.22% of portfolio
7,986
Q1 2025 Added 2.95%
$0
$507 Million 0.21% of portfolio
3,998
Q1 2025 Reduced 0.32%
$22.7B
$495 Million 0.21% of portfolio
4,144
Q1 2025 Reduced 1.33%
$259B
$496 Million 0.21% of portfolio
8,040
Q1 2025 Reduced 11.4%
$217B
$492 Million 0.21% of portfolio
4,140
Q1 2025 Reduced 1.31%
$0
$469 Million 0.2% of portfolio
2,321
Q1 2025 Reduced 7.93%
$0
$475 Million 0.2% of portfolio
9,528
Q1 2025 Reduced 0.42%
$312B
$457 Million 0.19% of portfolio
6,375
Q1 2025 Reduced 3.25%

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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