Kkm Financial LLC Portfolio Holdings

Kkm Financial LLC

$240 Billion
Q4 2024

Kkm Financial LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $240 Billion distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.6B, Meta Platforms, Inc. with a value of $9.04B, Northern Lts Fd Tr Ii with a value of $8.77B, Spdr S&P 500 ETF Trust with a value of $6.7B, and Ishares Expanded Tech Sector E with a value of $5.49B.

Examining the 13F form we can see an increase of $37.8B in the current position value, from $202B to 240B.

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 $240 Billion

ETFs: $83.8 Billion

Technology: $35.9 Billion

Industrials: $24.2 Billion

Financial Services: $19.4 Billion

Communication Services: $17.8 Billion

Healthcare: $13.2 Billion

Consumer Cyclical: $11.6 Billion

Consumer Defensive: $9.28 Billion

Other: $13.7 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$3.95T	$10.6 Billion 4.42% of portfolio	42,634	Q4 2024 Added 10.47%
META Meta Platforms, Inc. Communication Services	$1.56T	$9.04 Billion 3.77% of portfolio	15,431	Q4 2024 Added 17.52%
Northern Lts Fd Tr Ii	-	$8.77 Billion 3.66% of portfolio	-	Q4 2024 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$6.7 Billion 2.79% of portfolio	11,396	Q4 2024 Added 21.86%
IGM Ishares Expanded Tech Sector E ETFs	$0	$5.49 Billion 2.29% of portfolio	53,112	Q4 2024 Added 39.44%
MSFT Microsoft Corp Technology	$3.04T	$5.46 Billion 2.28% of portfolio	12,978	Q4 2024 Added 9.39%
IGV Ishares Expanded Tech Software ETFs	$0	$5.06 Billion 2.11% of portfolio	49,873	Q4 2024 Added 27.97%
AMZN Amazon Com Inc Consumer Cyclical	$2.27T	$4.54 Billion 1.89% of portfolio	20,594	Q4 2024 Added 7.96%
XLK Technology Sector Spdr ETFs	$0	$4.3 Billion 1.79% of portfolio	18,575	Q4 2024 Added 197.44%
SOXX Ishares Semiconductor ETF ETFs	$0	$4.27 Billion 1.78% of portfolio	19,789	Q4 2024 Added 1.95%
PANW Palo Alto Networks Inc Technology	$59.5B	$4.13 Billion 1.72% of portfolio	22,718	Q4 2024 Added 106.83%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$627B	$4.03 Billion 1.68% of portfolio	8,889	Q4 2024 Added 3.61%
IYF Ishares Tr ETFs	$0	$4.02 Billion 1.68% of portfolio	35,222	Q4 2024 Added 60.27%
JPM Jpmorgan Chase & CO Financial Services	$775B	$4.04 Billion 1.68% of portfolio	16,854	Q4 2024 Added 3.95%
ORCL Oracle Corp Technology	$475B	$4 Billion 1.67% of portfolio	24,000	Q4 2024 Added 4.69%
NVDA Nvidia Corp Technology	$335B	$3.83 Billion 1.6% of portfolio	28,500	Q4 2024 Reduced 19.03%
COST Costco Wholesale Corp Consumer Defensive	$458B	$3.72 Billion 1.55% of portfolio	4,057	Q4 2024 Added 4.35%
XLI Industrial Sector Spdr ETFs	$0	$3.53 Billion 1.47% of portfolio	26,124	Q4 2024 Added 228.73%
V Visa Inc. Financial Services	$570B	$3.36 Billion 1.4% of portfolio	10,634	Q4 2024 Added 4.02%
DAL Delta Air Lines, Inc. Industrials	$40.9B	$3.25 Billion 1.36% of portfolio	53,753	Q4 2024 Added 5.22%
IBM International Business Machines Corp Technology	$237B	$3.22 Billion 1.34% of portfolio	14,659	Q4 2024 Added 4.91%
HD Home Depot, Inc. Consumer Cyclical	$394B	$3.21 Billion 1.34% of portfolio	8,263	Q4 2024 Added 3.88%
GOOGL Alphabet Inc. Communication Services	$1.1T	$3.16 Billion 1.32% of portfolio	16,692	Q4 2024 Added 5.2%
ADP Automatic Data Processing Inc Industrials	$130B	$3.1 Billion 1.29% of portfolio	10,599	Q4 2024 Added 4.75%
IYW Ishares Dj Us Tech ETF ETFs	$0	$3.01 Billion 1.25% of portfolio	18,851	Q4 2024 Reduced 16.2%
NEAR Blackrock Short Maturity Bond ETFs	$0	$2.91 Billion 1.21% of portfolio	57,516	Q4 2024 New
WM Waste Management Inc Industrials	$94B	$2.89 Billion 1.21% of portfolio	14,340	Q4 2024 Added 4.5%
CB Chubb LTD Financial Services	$111B	$2.83 Billion 1.18% of portfolio	10,260	Q4 2024 Added 4.91%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$2.79 Billion 1.16% of portfolio	30,374	Q4 2024 New
UNH Unitedhealth Group Inc Healthcare	$436B	$2.75 Billion 1.15% of portfolio	5,439	Q4 2024 Added 3.94%
BA Boeing CO Industrials	$108B	$2.72 Billion 1.13% of portfolio	15,368	Q4 2024 Added 50.77%
FDX Fedex Corp Industrials	$66.1B	$2.72 Billion 1.13% of portfolio	9,675	Q4 2024 Added 4.84%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.72 Billion 1.13% of portfolio	5,317	Q4 2024 Reduced 0.21%
IYJ Ishares Tr ETFs	$0	$2.68 Billion 1.12% of portfolio	20,078	Q4 2024 Reduced 16.98%
XOM Exxon Mobil Corp Energy	$461B	$2.63 Billion 1.1% of portfolio	24,440	Q4 2024 Added 4.87%
JNJ Johnson & Johnson Healthcare	$424B	$2.61 Billion 1.09% of portfolio	18,031	Q4 2024 Added 3.77%
CME Cme Group Inc. Financial Services	$89.3B	$2.6 Billion 1.08% of portfolio	11,179	Q4 2024 Added 5.16%
MAS Masco Corp Industrials	$16.9B	$2.59 Billion 1.08% of portfolio	35,693	Q4 2024 Added 5.06%
LMT Lockheed Martin Corp Industrials	$114B	$2.6 Billion 1.08% of portfolio	5,354	Q4 2024 Added 4.69%
EPD Enterprise Products Partners L.P. Energy	$73.1B	$2.56 Billion 1.07% of portfolio	81,734	Q4 2024 Added 4.8%
LLY Eli Lilly & CO Healthcare	$830B	$2.57 Billion 1.07% of portfolio	3,327	Q4 2024 Added 13.12%
DUK Duke Energy Corp Utilities	$87.1B	$2.45 Billion 1.02% of portfolio	22,717	Q4 2024 Added 5.25%
MMM 3 M CO Industrials	$82.4B	$2.43 Billion 1.01% of portfolio	18,802	Q4 2024 Added 5.64%
SYY Sysco Corp Consumer Defensive	$36.1B	$2.4 Billion 1.0% of portfolio	31,423	Q4 2024 Added 3.31%
VZ Verizon Communications Inc Communication Services	$180B	$2.1 Billion 0.88% of portfolio	52,519	Q4 2024 Added 2.13%
PFE Pfizer Inc Healthcare	$148B	$2.04 Billion 0.85% of portfolio	77,075	Q4 2024 Added 4.62%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.02 Billion 0.84% of portfolio	3,758	Q3 2024 Added 11.61%
IWM Ishares Russell 2000 ETF ETFs	$0	$2.02 Billion 0.84% of portfolio	8,934	Q4 2024 Added 444.42%
MPC Marathon Petroleum Corp Energy	$78.9B	$1.95 Billion 0.81% of portfolio	13,970	Q4 2024 Added 5.44%
AVGO Broadcom Inc. Technology	$91.8B	$1.89 Billion 0.79% of portfolio	8,145	Q4 2024 Reduced 0.12%

Summary

Portfolio
No. of Stocks 150
Current Value $240 Billion
Prior Value $202 Billion
Filing
Period Q4 2024
Filing Date February 13, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 19 stocks
Additional Purchases 59 stocks
Sold out of 0 stocks
Reduced holdings in 25 stocks

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Kkm Financial LLC Portfolio Holdings