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 Trade History
$0
$499 Million 0.17% of portfolio
9,528
Q1 2025 Reduced 0.42%
$25.8B
$483 Million 0.17% of portfolio
3,737
Q2 2025 Reduced 9.82%
$0
$460 Million 0.16% of portfolio
5,872
Q2 2025 Reduced 20.44%
$0
$474 Million 0.16% of portfolio
3,510
Q4 2023 New
$306B
$451 Million 0.16% of portfolio
6,375
Q1 2025 Reduced 3.25%
$381B
$440 Million 0.15% of portfolio
9,295
Q1 2025 Reduced 23.47%
$0
$440 Million 0.15% of portfolio
6,794
Q2 2025 Reduced 20.42%
$0
$444 Million 0.15% of portfolio
9,224
Q2 2025 Reduced 1.62%
Fidelity Wise Origin Bitcoin
-
$423 Million 0.15% of portfolio
-
Q3 2024 New
$0
$421 Million 0.15% of portfolio
1,442
Q2 2025 Reduced 1.97%
$0
$400 Million 0.14% of portfolio
2,049
Q4 2023 New
$548B
$408 Million 0.14% of portfolio
726
Q1 2025 Added 0.69%
$0
$411 Million 0.14% of portfolio
6,850
Q2 2025 Reduced 10.02%
$32.1B
$369 Million 0.13% of portfolio
2,554
Q2 2025 Reduced 1.54%
$222B
$384 Million 0.13% of portfolio
1,313
Q2 2025 Reduced 2.45%
$0
$387 Million 0.13% of portfolio
12,005
Q2 2025 New
$0
$365 Million 0.13% of portfolio
11,302
Q2 2025 Reduced 1.98%
$0
$342 Million 0.12% of portfolio
2,268
Q2 2025 Reduced 18.03%
$95.5B
$338 Million 0.12% of portfolio
3,610
Q2 2025 New
$142B
$345 Million 0.12% of portfolio
872
Q1 2025 Added 1.63%
$0
$325 Million 0.11% of portfolio
11,247
Q2 2025 Reduced 17.2%
$0
$324 Million 0.11% of portfolio
7,354
Q2 2025 Reduced 1.08%
$0
$309 Million 0.11% of portfolio
3,843
Q1 2025 Reduced 36.59%
$0
$328 Million 0.11% of portfolio
3,456
Q2 2025 Reduced 22.99%
$261B
$316 Million 0.11% of portfolio
1,733
Q3 2024 New
$0
$275 Million 0.1% of portfolio
3,364
Q2 2025 New
$0
$275 Million 0.1% of portfolio
2,500
Q1 2025 Reduced 28.57%
$0
$276 Million 0.1% of portfolio
3,425
Q4 2023 New
$545B
$297 Million 0.1% of portfolio
222
Q1 2025 New
$979M
$292 Million 0.1% of portfolio
19,428
Q2 2025 Added 15.45%
$102B
$276 Million 0.1% of portfolio
3,001
Q4 2023 New
$0
$296 Million 0.1% of portfolio
5,931
Q1 2025 Reduced 0.19%
$0
$252 Million 0.09% of portfolio
3,603
Q1 2025 Reduced 24.65%
$0
$249 Million 0.09% of portfolio
5,631
Q1 2025 Reduced 30.76%
$0
$250 Million 0.09% of portfolio
1,479
Q2 2025 Reduced 26.12%
$0
$245 Million 0.09% of portfolio
3,367
Q4 2024 Reduced 5.39%
$0
$268 Million 0.09% of portfolio
881
Q2 2024 Reduced 2.22%
$146B
$270 Million 0.09% of portfolio
1,158
Q4 2023 New
$0
$248 Million 0.09% of portfolio
4,920
Q2 2025 Reduced 9.34%
$0
$272 Million 0.09% of portfolio
5,209
Q1 2025 Reduced 27.65%
$0
$256 Million 0.09% of portfolio
4,540
Q1 2024 Added 391.87%
$106B
$269 Million 0.09% of portfolio
884
Q3 2024 New
$302B
$264 Million 0.09% of portfolio
1,843
Q4 2023 New
$282B
$243 Million 0.08% of portfolio
1,376
Q2 2025 New
$0
$237 Million 0.08% of portfolio
3,468
Q2 2025 Reduced 8.25%
$187B
$216 Million 0.08% of portfolio
533
Q2 2025 Reduced 35.63%
$14.1B
$242 Million 0.08% of portfolio
3,000
Q4 2024 New
$14B
$224 Million 0.08% of portfolio
508
Q3 2024 New
$0
$207 Million 0.07% of portfolio
740
Q2 2025 New

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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