KKM Financial LLC holds a diversified book of 168 stocks worth $563.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Liberty Media Corp-Formula-A at 3% of the equity book.
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Use Arkolith to show KKM Financial LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Liberty Media Corp Del COM LBTY ONE S A | $18.5M | 207.5K | 3.3% | —Held | |
| 2 | Micron Technology Inc COM | $17.2M | 60.4K | 3.1% | —Held | |
| 3 | Nvidia Corporation COM | $16.5M | 88.7K | 2.9% | —Held | |
| 4 | Lilly Eli & Co COM | $15.0M | 13.9K | 2.7% | —Held | |
| 5 | Advanced Micro Devices Inc COM | $14.2M | 66.4K | 2.5% | —Held | |
| 6 | Lam Research Corp COM | $12.8M | 75.0K | 2.3% | —Held | |
| 7 | Apple Inc COM | $12.5M | 46.0K | 2.2% | —Held | |
| 8 | ASML Holding N V N Y REGISTRY SHS | $11.4M | 10.6K | 2.0% | —Held | |
| 9 | Comcast Corp New CL A | $10.8M | 361.7K | 1.9% | —Held | |
| 10 | Home Depot Inc COM | $10.3M | 30.0K | 1.8% | —Held | |
| 11 | Northern LTS FD TR II ESSENTIAL 40 STO | $10.2M | 592.7K | 1.8% | —Held | |
| 12 | Palo Alto Networks Inc COM | $10.0M | 54.2K | 1.8% | —Held | |
| 13 | Applied Matls Inc COM | $9.6M | 37.3K | 1.7% | —Held | |
| 14 | Microsoft Corp COM | $8.7M | 18.0K | 1.5% | —Held | |
| 15 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $8.6M | 28.3K | 1.5% | —Held | |
| 16 | Intel Corp COM | $8.3M | 225.4K | 1.5% | —Held | |
| 17 | Alphabet Inc CAP STK CL A | $8.1M | 26.0K | 1.4% | —Held | |
| 18 | American Water Works Company Inc COM | $8.0M | 61.3K | 1.4% | —Held | |
| 19 | JPMorgan Chase & Co COM | $7.7M | 23.8K | 1.4% | —Held | |
| 20 | Johnson & Johnson COM | $7.3M | 35.1K | 1.3% | —Held | |
| 21 | Hca Healthcare Inc COM | $7.2M | 15.5K | 1.3% | —Held | |
| 22 | Oracle Corp COM | $7.1M | 36.3K | 1.3% | —Held | |
| 23 | International Business Machs COM | $6.9M | 23.4K | 1.2% | —Held | |
| 24 | Meta Platforms Inc CL A | $6.8M | 10.3K | 1.2% | —Held | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $6.8M | 13.4K | 1.2% | —Held | |
| 26 | CVS Health Corp COM | $6.7M | 84.1K | 1.2% | —Held | |
| 27 | SPDR S&P 500 ETF TR TR UNIT | $6.4M | 9.4K | 1.1% | —Held | |
| 28 | Amazon Com Inc COM | $6.3M | 27.3K | 1.1% | —Held | |
| 29 | Liberty Media Corp Del COM LBTY ONE S C | $6.2M | 62.5K | 1.1% | —Held | |
| 30 | Kla Corp COM NEW | $6.1M | 5.0K | 1.1% | —Held | |
| 31 | Ford MTR Co Del COM | $6.0M | 457.2K | 1.1% | —Held | |
| 32 | Visa Inc COM CL A | $5.8M | 16.6K | 1.0% | —Held | |
| 33 | Chubb Limited COM | $5.8M | 18.6K | 1.0% | —Held | |
| 34 | Liberty Broadband Corp Com Ser C COM SER C | $5.8M | 119.6K | 1.0% | —Held | |
| 35 | Boeing Co COM | $5.8M | 26.7K | 1.0% | —Held | |
| 36 | Cme Group Inc COM | $5.7M | 20.8K | 1.0% | —Held | |
| 37 | Freeport-McMoran Inc CL B | $5.6M | 110.8K | 1.0% | —Held | |
| 38 | Nutrien Ltd COM | $5.6M | 90.5K | 1.0% | —Held | |
| 39 | Ishares TR EXPND TEC SC ETF | $5.5M | 43.0K | 1.0% | —Held | |
| 40 | Exxon Mobil Corp COM | $5.5M | 45.6K | 1.0% | —Held | |
| 41 | 3M Co COM | $5.5M | 34.1K | 1.0% | —Held | |
| 42 | Waste Mgmt Inc Del COM | $5.5M | 24.8K | 1.0% | —Held | |
| 43 | Delta Air Lines Inc Del COM NEW | $5.3M | 76.7K | 0.9% | —Held | |
| 44 | Duke Energy Corp New COM NEW | $5.2M | 44.6K | 0.9% | —Held | |
| 45 | Fedex Corp COM | $5.2M | 18.0K | 0.9% | —Held | |
| 46 | Costco WHSL Corp New COM | $5.1M | 5.9K | 0.9% | —Held | |
| 47 | Marathon Pete Corp COM | $5.0M | 31.0K | 0.9% | —Held | |
| 48 | Lockheed Martin Corp COM | $4.8M | 10.0K | 0.9% | —Held | |
| 49 | Select Sector SPDR TR TECHNOLOGY | $4.8M | 33.5K | 0.9% | —Held | |
| 50 | Equinix Inc COM | $4.8M | 6.2K | 0.8% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.