KKM Financial LLC — 13F holdings

KKM Financial LLC reported 169 holdings worth $730M in its 13F filing for Q2 2026, filed August 14, 2026. That's up 29.6% from $563M in Q1 2026, when it reported 168 holdings. Its 10 largest positions make up 23.7% of the portfolio.

KKM Financial LLC's largest positions in Q2 2026

  1. PANW PALO ALTO NETWORKS INC — $24.6M (3.4%) · added 35%
  2. INTC Intel Corp — $23.3M (3.2%) · cut 26%
  3. MSFT MICROSOFT CORP — $19.4M (2.7%) · added 156%
  4. LLY ELI LILLY & CO — $16.0M (2.2%) · cut 2%
  5. UNH UNITEDHEALTH GROUP INC — $15.8M (2.2%) · added 278%
  6. AMAT APPLIED MATLS INC — $15.6M (2.1%) · cut 17%
  7. NVDA NVIDIA CORPORATION — $15.0M (2.1%) · cut 16%
  8. AAPL APPLE INC — $14.9M (2.0%) · added 12%
  9. AMZN AMAZON COM INC — $14.5M (2.0%) · added 111%
  10. GOOGL ALPHABET INC — $14.2M (1.9%) · added 53%
  11. ASML ASML Holding N V — $14.2M (1.9%) · cut 18%
  12. MA MASTERCARD INCORPORATED — $14.0M (1.9%) · added 3272%
  13. AMD ADVANCED MICRO DEVICES INC — $13.6M (1.9%) · cut 57%
  14. V VISA INC — $13.4M (1.8%) · added 128%
  15. COST COSTCO WHSL CORP NEW — $12.3M (1.7%) · added 122%
  16. META META PLATFORMS INC — $11.9M (1.6%) · added 108%
  17. LAM RESEARCH CORP — $11.9M (1.6%) · cut 46%
  18. ORCL ORACLE CORP — $11.9M (1.6%) · added 137%
  19. ESN NORTHERN LTS FD TR II — $11.8M (1.6%) · unchanged
  20. HD HOME DEPOT INC — $11.6M (1.6%) · added 12%

What KKM Financial LLC bought in Q2 2026

29 new positions and 62 positions added to.

  1. MA MASTERCARD INCORPORATED — added, about $13.6M
  2. MSFT MICROSOFT CORP — added, about $11.8M
  3. UNH UNITEDHEALTH GROUP INC — added, about $11.6M
  4. PLTR PALANTIR TECHNOLOGIES INC — new position, about $9.62M
  5. NOW SERVICENOW INC — new position, about $9.58M
  6. SPCX SPACE EXPLORATION TECHN CORP — new position, about $8.61M
  7. CRWD CROWDSTRIKE HLDGS INC — new position, about $8.26M
  8. AMZN AMAZON COM INC — added, about $7.60M
  9. V VISA INC — added, about $7.52M
  10. ORCL ORACLE CORP — added, about $6.87M

What KKM Financial LLC sold in Q2 2026

28 positions sold out and 58 reduced.

  1. MU MICRON TECHNOLOGY INC — sold out, about $69.7M
  2. AMD ADVANCED MICRO DEVICES INC — cut 57%, about $18.3M
  3. FWONA LIBERTY MEDIA CORP DEL — sold out, about $18.2M
  4. LAM RESEARCH CORP — cut 46%, about $10.1M
  5. CMCSA COMCAST CORP NEW — sold out, about $8.88M
  6. INTC Intel Corp — cut 26%, about $8.20M
  7. FWONK LIBERTY MEDIA CORP DEL — sold out, about $5.95M
  8. QQQ Invesco Qqq Tr — cut 87%, about $4.81M
  9. SCHD SCHWAB STRATEGIC TR — sold out, about $4.76M
  10. IVV ISHARES TR — cut 94%, about $4.72M

KKM Financial LLC portfolio value by quarter

What does KKM Financial LLC own?

Its largest positions in Q2 2026 were PANW, INTC, MSFT, LLY, UNH, out of 169 holdings worth $730M.

What did KKM Financial LLC buy last quarter?

In Q2 2026 it opened 29 new positions and added to 62; the largest buys were MA, MSFT, UNH.

What did KKM Financial LLC sell last quarter?

In Q2 2026 it sold out of 28 positions and reduced 58, including MU, FWONA, CMCSA.