Kkm Financial LLC Portfolio Holdings

Kkm Financial LLC

$288 Billion
Q2 2025

Kkm Financial LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $288 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $12.6B, Spdr S&P 500 ETF Trust with a value of $9.75B, Northern Lts Fd Tr Ii with a value of $9.5B, Apple Inc. with a value of $8.87B, and Microsoft Corp with a value of $7.38B.

Examining the 13F form we can see an increase of $51B in the current position value, from $237B to 288B.

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 $288 Billion

ETFs: $87.1 Billion

Technology: $44.1 Billion

Industrials: $29.2 Billion

Financial Services: $25.3 Billion

Communication Services: $24.1 Billion

Healthcare: $17.2 Billion

Consumer Cyclical: $13.8 Billion

Energy: $10.3 Billion

Other: $22.7 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
META Meta Platforms, Inc. Communication Services	$1.78T	$12.6 Billion 4.38% of portfolio	17,052	Q2 2025 Added 12.21%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$9.75 Billion 3.39% of portfolio	15,761	Q2 2025 Added 10.27%
Northern Lts Fd Tr Ii	-	$9.5 Billion 3.31% of portfolio	-	Q2 2025 Added 0.02%
AAPL Apple Inc. Technology	$3.69T	$8.87 Billion 3.08% of portfolio	43,255	Q2 2025 Added 9.03%
MSFT Microsoft Corp Technology	$3.95T	$7.38 Billion 2.57% of portfolio	14,777	Q2 2025 Added 12.42%
ORCL Oracle Corp Technology	$684B	$5.82 Billion 2.03% of portfolio	26,638	Q2 2025 Added 33.42%
IGM Ishares Expanded Tech Sector E ETFs	$0	$5.52 Billion 1.92% of portfolio	48,521	Q2 2025 Reduced 7.12%
PANW Palo Alto Networks Inc Technology	$52.5B	$5.48 Billion 1.91% of portfolio	26,800	Q2 2025 Added 20.3%
JPM Jpmorgan Chase & CO Financial Services	$859B	$5.41 Billion 1.88% of portfolio	18,645	Q2 2025 Added 26.66%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$5.03 Billion 1.75% of portfolio	10,361	Q2 2025 Added 21.79%
IGV Ishares Expanded Tech Software ETFs	$0	$4.99 Billion 1.74% of portfolio	45,361	Q2 2025 Reduced 7.89%
XLK Technology Sector Spdr ETFs	$0	$5.02 Billion 1.74% of portfolio	19,372	Q2 2025 Added 3.33%
IBM International Business Machines Corp Technology	$210B	$4.99 Billion 1.74% of portfolio	16,935	Q2 2025 Added 32.16%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$4.73 Billion 1.64% of portfolio	21,541	Q2 2025 Added 26.76%
V Visa Inc. Financial Services	$551B	$4.55 Billion 1.58% of portfolio	12,807	Q2 2025 Added 24.03%
COST Costco Wholesale Corp Consumer Defensive	$439B	$4.46 Billion 1.55% of portfolio	4,502	Q2 2025 Added 29.74%
WM Waste Management Inc Industrials	$95.6B	$4.04 Billion 1.4% of portfolio	17,647	Q2 2025 Added 26.73%
ADP Automatic Data Processing Inc Industrials	$124B	$3.97 Billion 1.38% of portfolio	12,869	Q2 2025 Added 28.97%
CME Cme Group Inc. Financial Services	$99.2B	$3.94 Billion 1.37% of portfolio	14,280	Q2 2025 Added 30.08%
IYF Ishares Tr ETFs	$0	$3.89 Billion 1.35% of portfolio	32,134	Q2 2025 Reduced 5.94%
XLI Industrial Sector Spdr ETFs	$0	$3.82 Billion 1.33% of portfolio	25,434	Q2 2025 Reduced 3.31%
CB Chubb LTD Financial Services	$112B	$3.76 Billion 1.31% of portfolio	12,967	Q2 2025 Added 28.69%
JNJ Johnson & Johnson Healthcare	$452B	$3.78 Billion 1.31% of portfolio	24,736	Q2 2025 Added 19.97%
NVDA Nvidia Corp Technology	$456B	$3.77 Billion 1.31% of portfolio	23,871	Q2 2025 Reduced 12.69%
HD Home Depot, Inc. Consumer Cyclical	$405B	$3.65 Billion 1.27% of portfolio	9,943	Q2 2025 Added 22.69%
BA Boeing CO Industrials	$139B	$3.67 Billion 1.27% of portfolio	17,496	Q2 2025 Added 19.8%
GOOGL Alphabet Inc. Communication Services	$1.21T	$3.62 Billion 1.26% of portfolio	20,569	Q2 2025 Added 51.09%
MMM 3 M CO Industrials	$87.3B	$3.56 Billion 1.24% of portfolio	23,410	Q2 2025 Added 36.0%
DUK Duke Energy Corp Utilities	$95.8B	$3.57 Billion 1.24% of portfolio	30,282	Q2 2025 Added 29.07%
NTR Nutrien Ltd. Basic Materials	$30.2B	$3.5 Billion 1.22% of portfolio	60,129	Q2 2025 Added 25.99%
CVS Cvs Health Corp Healthcare	$86B	$3.48 Billion 1.21% of portfolio	50,476	Q2 2025 Added 20.31%
MPC Marathon Petroleum Corp Energy	$79.3B	$3.41 Billion 1.19% of portfolio	20,541	Q2 2025 Added 26.71%
VZ Verizon Communications Inc Communication Services	$182B	$3.41 Billion 1.19% of portfolio	78,802	Q2 2025 Added 27.71%
XOM Exxon Mobil Corp Energy	$442B	$3.4 Billion 1.18% of portfolio	31,532	Q2 2025 Added 27.54%
SYY Sysco Corp Consumer Defensive	$40.9B	$3.34 Billion 1.16% of portfolio	44,138	Q2 2025 Added 24.79%
NEAR Blackrock Short Maturity Bond ETFs	$0	$3.29 Billion 1.15% of portfolio	64,427	Q2 2025 Added 2.54%
LMT Lockheed Martin Corp Industrials	$113B	$3.26 Billion 1.13% of portfolio	7,043	Q2 2025 Added 25.63%
AWK American Water Works Company, Inc. Utilities	$25.8B	$3.22 Billion 1.12% of portfolio	23,139	Q2 2025 Added 29.07%
LLY Eli Lilly & CO Healthcare	$608B	$3.19 Billion 1.11% of portfolio	4,088	Q2 2025 Added 33.12%
EPD Enterprise Products Partners L.P. Energy	$68.2B	$3.18 Billion 1.1% of portfolio	102,399	Q2 2025 Added 33.67%
F Ford Motor CO Consumer Cyclical	$44.4B	$3.12 Billion 1.09% of portfolio	287,920	Q2 2025 Added 25.16%
MAS Masco Corp Industrials	$16.1B	$3 Billion 1.04% of portfolio	46,675	Q2 2025 Added 28.5%
SOXX Ishares Semiconductor ETF ETFs	$0	$2.93 Billion 1.02% of portfolio	12,247	Q2 2025 Reduced 31.39%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.93 Billion 1.02% of portfolio	5,309	Q2 2025 Reduced 0.15%
INTC Intel Corp Technology	$89.6B	$2.88 Billion 1.0% of portfolio	128,567	Q2 2025 Added 13.52%
DAL Delta Air Lines, Inc. Industrials	$37.5B	$2.89 Billion 1.0% of portfolio	58,674	Q2 2025 Added 40.35%
PFE Pfizer Inc Healthcare	$138B	$2.82 Billion 0.98% of portfolio	116,395	Q2 2025 Added 25.47%
CMCSA Comcast Corp Communication Services	$141B	$2.83 Billion 0.98% of portfolio	79,229	Q2 2025 Added 22.36%
FDX Fedex Corp Industrials	$60B	$2.83 Billion 0.98% of portfolio	12,448	Q2 2025 Added 27.54%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$2.77 Billion 0.96% of portfolio	29,599	Q2 2025 Reduced 2.21%

Summary

Portfolio
No. of Stocks 153
Current Value $288 Billion
Prior Value $237 Billion
Filing
Period Q2 2025
Filing Date August 14, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 10 stocks
Additional Purchases 55 stocks
Sold out of 0 stocks
Reduced holdings in 44 stocks

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Kkm Financial LLC Portfolio Holdings