KKM Financial LLC
Top Portfolio Positions
83 positions ·
$432,868,155 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MU |
Micron Technology Inc
Technology
|
60,372 | $20,396,076 | 4.71% | |
| FWONA |
Liberty Media Corp
Communication Services
|
207,502 | $16,201,756 | 3.74% | |
| NVDA |
Nvidia Corp
Technology
|
88,650 | $15,460,560 | 3.57% | |
| ASML |
Asml Holding NV
Technology
|
10,626 | $14,035,139 | 3.24% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
66,353 | $13,498,190 | 3.12% | |
| LLY |
ELI LILLY & Co
Healthcare
|
13,941 | $12,822,513 | 2.96% | |
| AMAT |
Applied Materials Inc /De
Technology
|
37,276 | $12,740,564 | 2.94% | |
| AAPL |
Apple Inc.
Technology
|
46,017 | $11,678,654 | 2.70% | |
| CMCSA |
Comcast Corp
Communication Services
|
361,694 | $10,384,234 | 2.40% | |
| INTC |
Intel Corp
Technology
|
225,358 | $9,945,048 | 2.30% |
Portfolio Trend
10 quarters · across all stocks
Holdings in FWONA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,201,756 | 207,502 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,546,528 | 207,502 | Shares | Sole | 2026-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||