Kkm Financial LLC Portfolio Holdings

Kkm Financial LLC

  • $211 Billion
  • Q2 2024

Kkm Financial LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $211 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.66B, Ishares Semiconductor ETF with a value of $6.75B, Meta Platforms, Inc. with a value of $6.13B, Spdr S&P 500 ETF Trust with a value of $5.57B, and Microsoft Corp with a value of $5.39B.

Examining the 13F form we can see an increase of $5.76B in the current position value, from $205B to 211B.

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 $211 Billion
ETFs: $83.8 Billion
Technology: $32.9 Billion
Industrials: $19.3 Billion
Financial Services: $15.9 Billion
Communication Services: $14 Billion
Healthcare: $13.2 Billion
Consumer Cyclical: $9.28 Billion
Consumer Defensive: $8.55 Billion
Other: $13 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.3B
$598 Million 0.28% of portfolio
4,334
Q2 2024 Reduced 4.58%
$218B
$458 Million 0.22% of portfolio
828
Q1 2024 Added 0.61%
$214B
$455 Million 0.22% of portfolio
2,025
Q4 2023 New
$275B
$419 Million 0.2% of portfolio
6,589
Q4 2023 New
$238B
$418 Million 0.2% of portfolio
9,074
Q1 2024 Reduced 1.2%
$0
$399 Million 0.19% of portfolio
144,912
Q2 2024 New
$17.6B
$370 Million 0.18% of portfolio
2,917
Q1 2024 Reduced 0.51%
$217B
$355 Million 0.17% of portfolio
1,394
Q4 2023 New
$132B
$344 Million 0.16% of portfolio
982
Q1 2024 Reduced 1.01%
$494B
$324 Million 0.15% of portfolio
721
Q2 2024 Added 0.7%
$307B
$288 Million 0.14% of portfolio
1,843
Q4 2023 New
$140B
$298 Million 0.14% of portfolio
862
Q2 2024 Added 0.94%
$21.7B
$264 Million 0.13% of portfolio
2,594
Q4 2023 New
$146B
$247 Million 0.12% of portfolio
1,158
Q4 2023 New
$218B
$224 Million 0.11% of portfolio
2,345
Q4 2023 New
$94.6B
$236 Million 0.11% of portfolio
3,001
Q4 2023 New
$34.4B
$203 Million 0.1% of portfolio
3,701
Q4 2023 New
$38.6B
$203 Million 0.1% of portfolio
5,597
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $211 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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