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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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
$225B
$549 Million 0.27% of portfolio
2,025
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%
$276B
$473 Million 0.23% of portfolio
6,589
Q4 2023 New
$220B
$424 Million 0.21% of portfolio
4,000
Q3 2024 New
$214B
$424 Million 0.21% of portfolio
1,394
Q4 2023 New
$125B
$377 Million 0.19% of portfolio
982
Q1 2024 Reduced 1.01%
$497B
$356 Million 0.18% of portfolio
721
Q2 2024 Added 0.7%
$146B
$311 Million 0.15% of portfolio
862
Q2 2024 Added 0.94%
$20.6B
$284 Million 0.14% of portfolio
2,594
Q4 2023 New
$95.4B
$271 Million 0.13% of portfolio
3,001
Q4 2023 New
$318B
$271 Million 0.13% of portfolio
1,843
Q4 2023 New
$154B
$239 Million 0.12% of portfolio
1,158
Q4 2023 New
$228B
$244 Million 0.12% of portfolio
2,345
Q4 2023 New
$18.4B
$250 Million 0.12% of portfolio
508
Q3 2024 New
$1.08B
$232 Million 0.11% of portfolio
13,978
Q3 2024 New
$39.4B
$201 Million 0.1% of portfolio
5,597
Q2 2024 New
$32B
$202 Million 0.1% of portfolio
3,701
Q4 2023 New
$31.3B
$206 Million 0.1% of portfolio
709
Q3 2024 New
$202B
$210 Million 0.1% of portfolio
1,733
Q3 2024 New
$21.1B
$211 Million 0.1% of portfolio
4,314
Q3 2024 New
$0
$111 Million 0.05% of portfolio
144,912
Q2 2024 New

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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