KKM Financial LLC
Filing Date
Global Rank
#2,534
/ 8,232
▲ 175
Top Industry
Semiconductors
17.9%
3Y Alpha vs SPY
+3.8%
Period ended 2 months ago
Filed May 15, 2026 · 30d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+64.4%
SPY
+52.9%
Annualised alpha
+3.8%
Max drawdown
−16.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
83 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
4.7%
+0.4 pts
Top 5
18.4%
−0.8 pts
Top 10
31.7%
−0.2 pts
HHI
200
Diversified−0
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.4% | $153,365,354 |
| Communication Services | 10.6% | $45,962,851 |
| Healthcare | 10.4% | $44,852,283 |
| Industrials | 9.9% | $42,989,376 |
| Financial Services | 8.8% | $38,160,298 |
| Consumer Cyclical | 5.4% | $23,500,336 |
| Energy | 4.9% | $21,228,382 |
| Basic Materials | 4.2% | $18,118,581 |
| Utilities | 3.3% | $14,471,621 |
| Consumer Defensive | 2.8% | $12,095,018 |
| Unclassified | 2.8% | $12,041,666 |
| Real Estate | 1.4% | $6,082,389 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
83 positions ·
$432,868,155 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 83 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Held | 2,625 | $154,953 | 0.04% | |
| SYF |
Synchrony Financial
Financial Services
|
Held | 2,400 | $163,248 | 0.04% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 2,220 | $213,453 | 0.05% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Held | 1,085 | $271,152 | 0.06% | |
| SO |
Southern Co
Utilities
|
Held | 3,001 | $289,656 | 0.07% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Held | 2,850 | $357,561 | 0.08% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 726 | $362,753 | 0.08% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,843 | $381,316 | 0.09% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 5,171 | $393,254 | 0.09% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 1,313 | $408,067 | 0.09% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 1,753 | $426,119 | 0.10% | |
| XYL |
Xylem Inc.
Industrials
|
Held | 3,737 | $446,571 | 0.10% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
Held | 12,621 | $467,103 | 0.11% | |
| SLV |
iShares Silver Trust
|
Held | 7,897 | $538,101 | 0.12% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 6,732 | $563,535 | 0.13% | |
| AXP |
American Express Co
Financial Services
|
Held | 2,023 | $611,917 | 0.14% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 7,896 | $612,650 | 0.14% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 4,094 | $673,749 | 0.16% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 4,003 | $758,968 | 0.18% | |
| IAU |
Ishares Gold Trust
|
Held | 10,243 | $903,022 | 0.21% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 2,554 | $1,000,555 | 0.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 10,169 | $1,263,803 | 0.29% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 3,845 | $1,429,378 | 0.33% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 2,297 | $1,627,332 | 0.38% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 5,916 | $1,943,938 | 0.45% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 55,342 | $2,697,922 | 0.62% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 10,069 | $2,724,570 | 0.63% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Held | 14,643 | $2,882,620 | 0.67% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 10,099 | $2,945,676 | 0.68% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Held | 13,465 | $3,103,143 | 0.72% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 17,470 | $3,549,554 | 0.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 12,159 | $3,763,332 | 0.87% | |
| MAS |
Masco Corp /De/
Industrials
|
Held | 66,615 | $4,021,547 | 0.93% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 8,508 | $4,217,926 | 0.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 7,496 | $4,326,541 | 1.00% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Held | 64,166 | $4,576,960 | 1.06% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 165,300 | $4,641,624 | 1.07% | |
| MMM |
3M Co
Industrials
|
Held | 34,146 | $4,959,023 | 1.15% | |
| V |
Visa Inc.
Financial Services
|
Held | 16,633 | $5,027,157 | 1.16% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Held | 76,712 | $5,099,813 | 1.18% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 457,217 | $5,276,284 | 1.22% | |
| BA |
Boeing Co
Industrials
|
Held | 26,669 | $5,307,931 | 1.23% | |
| ORCL |
Oracle Corp
Technology
|
Held | 36,269 | $5,335,532 | 1.23% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 146,480 | $5,542,803 | 1.28% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 23,396 | $5,670,956 | 1.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 27,276 | $5,680,772 | 1.31% | |
| WM |
Waste Management Inc
Industrials
|
Held | 24,838 | $5,707,524 | 1.32% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 115,735 | $5,809,897 | 1.34% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 44,627 | $5,843,459 | 1.35% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 5,882 | $5,861,001 | 1.35% |