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.
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.
Other tracked managers holding the same core names as KKM Financial LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 79 / 80 | $2.4T |
| ROYAL BANK OF CANADA | 79 / 80 | $171.4B |
| UBS Group AG | 79 / 80 | $152.7B |
| JONES FINANCIAL COMPANIES LLLP | 79 / 80 | $42.5B |
| Rockefeller Capital Management L.P. | 79 / 80 | $19.7B |
| CWM, LLC | 79 / 80 | $7.0B |
| Farther Finance Advisors, LLC | 79 / 80 | $2.3B |
| FMR LLC | 78 / 80 | $830.0B |
Ranked by the share of each fund's own book sitting in the names it shares with KKM Financial LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2001943/holdings"
Use Arkolith to show KKM Financial LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.