Investor
KKM Financial LLC
CIK 0002001943 · filed 2026-05-15 · SEC filing
13F book
$563.2M
Positions
168
0 new · 2 sold
Largest name
3.3%
Liberty Media Corp Del
Est. mark
$0
Price effect on 168 names still held. Flow −$133.3K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Liberty Media Corp Del | — | 207.5K | $18.5M | 3.3% | $0 | Held |
| Micron Technology Inc | MU | 60.4K | $17.2M | 3.1% | $0 | Held |
| Nvidia Corp | NVDA | 88.7K | $16.5M | 2.9% | $0 | Held |
| Eli Lilly & Co | LLY | 13.9K | $15M | 2.7% | $0 | Held |
| Advanced Micro Devices Inc | AMD | 66.4K | $14.2M | 2.5% | $0 | Held |
| Lam Research Corp | LRCX | 75K | $12.8M | 2.3% | $0 | Held |
| Apple Inc. | AAPL | 46K | $12.5M | 2.2% | $0 | Held |
| Asml Holding N V | — | 10.6K | $11.4M | 2.0% | $0 | Held |
| Comcast Corp New | — | 361.7K | $10.8M | 1.9% | $0 | Held |
| Home Depot, Inc. | HD | 30K | $10.3M | 1.8% | $0 | Held |
| Northern Lts Fd Tr Ii | — | 592.7K | $10.2M | 1.8% | $0 | Held |
| Palo Alto Networks Inc | PANW | 54.2K | $9.99M | 1.8% | $0 | Held |
| Applied Matls Inc | — | 37.3K | $9.58M | 1.7% | $0 | Held |
| Microsoft Corp | MSFT | 18K | $8.72M | 1.5% | $0 | Held |
| Taiwan Semiconductor Mfg Ltd | — | 28.3K | $8.61M | 1.5% | $0 | Held |
| Intel Corp | INTC | 225.4K | $8.32M | 1.5% | $0 | Held |
| Alphabet Inc | — | 26K | $8.14M | 1.4% | $0 | Held |
| American Wtr Wks Co Inc New | — | 61.3K | $8M | 1.4% | $0 | Held |
| Jpmorgan Chase & Co. | — | 23.8K | $7.68M | 1.4% | $0 | Held |
| Johnson & Johnson | JNJ | 35.1K | $7.27M | 1.3% | $0 | Held |
| HCA Healthcare, Inc. | HCA | 15.5K | $7.24M | 1.3% | $0 | Held |
| Oracle Corp | — | 36.3K | $7.07M | 1.3% | $0 | Held |
| International Business Machs | — | 23.4K | $6.93M | 1.2% | $0 | Held |
| Meta Platforms, Inc. | META | 10.3K | $6.77M | 1.2% | $0 | Held |
| Berkshire Hathaway Inc Del | — | 13.4K | $6.76M | 1.2% | $0 | Held |
| Cvs Health Corp | CVS | 84.1K | $6.67M | 1.2% | $0 | Held |
| Spdr S&P 500 Etf Tr | — | 9.41K | $6.42M | 1.1% | $0 | Held |
| Amazon Com Inc | AMZN | 27.3K | $6.3M | 1.1% | $0 | Held |
| Liberty Media Corp Del | — | 62.5K | $6.16M | 1.1% | $0 | Held |
| Kla Corp | KLAC | 5.04K | $6.13M | 1.1% | $0 | Held |
| Ford Mtr Co | — | 457.2K | $6M | 1.1% | $0 | Held |
| Visa Inc. | V | 16.6K | $5.83M | 1.0% | $0 | Held |
| Chubb Limited | — | 18.6K | $5.82M | 1.0% | $0 | Held |
| Liberty Broadband Corp | — | 119.6K | $5.81M | 1.0% | $0 | Held |
| Boeing Co | — | 26.7K | $5.79M | 1.0% | $0 | Held |
| Cme Group Inc. | CME | 20.8K | $5.69M | 1.0% | $0 | Held |
| Freeport-Mcmoran Inc | FCX | 110.8K | $5.63M | 1.0% | $0 | Held |
| Nutrien Ltd. | NTR | 90.5K | $5.58M | 1.0% | $0 | Held |
| Ishares Tr | — | 43K | $5.55M | 1.0% | $0 | Held |
| Exxon Mobil Corp | — | 45.6K | $5.49M | 1.0% | $0 | Held |
| 3M CO | MMM | 34.1K | $5.47M | 1.0% | $0 | Held |
| Waste Mgmt Inc Del | — | 24.8K | $5.46M | 1.0% | $0 | Held |
| Delta Air Lines Inc Del | DAL | 76.7K | $5.32M | 0.9% | $0 | Held |
| Duke Energy Corp New | — | 44.6K | $5.23M | 0.9% | $0 | Held |
| Fedex Corp | FDX | 18K | $5.21M | 0.9% | $0 | Held |
| Costco Whsl Corp New | — | 5.88K | $5.07M | 0.9% | $0 | Held |
| Marathon Pete Corp | — | 31K | $5.04M | 0.9% | $0 | Held |
| Lockheed Martin Corp | LMT | 9.97K | $4.82M | 0.9% | $0 | Held |
| Select Sector Spdr Tr | — | 33.5K | $4.82M | 0.9% | $0 | Held |
| Equinix Inc | EQIX | 6.21K | $4.75M | 0.8% | $0 | Held |
| Sysco Corp | SYY | 64.2K | $4.73M | 0.8% | $0 | Held |
| Verizon Communications Inc | VZ | 115.7K | $4.71M | 0.8% | $0 | Held |
| Enterprise Prods Partners L | — | 146.5K | $4.7M | 0.8% | $0 | Held |
| Ishares Tr | — | 44.3K | $4.68M | 0.8% | $0 | Held |
| Ishares Tr | — | 6.73K | $4.61M | 0.8% | $0 | Held |
| Invesco Qqq Tr | — | 7.5K | $4.6M | 0.8% | $0 | Held |
| Ishares Tr | — | 15.3K | $4.6M | 0.8% | $0 | Held |
| Automatic Data Processing In | — | 17.5K | $4.49M | 0.8% | $0 | Held |
| Gci Liberty Inc | — | 120.2K | $4.47M | 0.8% | $0 | Held |
| Masco Corp | — | 66.6K | $4.23M | 0.8% | $0 | Held |
| Broadcom Inc. | AVGO | 12.2K | $4.21M | 0.7% | $0 | Held |
| Spdr Index Shs Fds | — | 55.1K | $4.16M | 0.7% | $0 | Held |
| Ishares Tr | — | 32.2K | $4.15M | 0.7% | $0 | Held |
| J P Morgan Exchange Traded F | — | 60.6K | $4.13M | 0.7% | $0 | Held |
| Schwab Strategic Tr | — | 150.1K | $4.12M | 0.7% | $0 | Held |
| Pfizer Inc | PFE | 165.3K | $4.12M | 0.7% | $0 | Held |
| Linde Plc | LIN | 8.51K | $3.63M | 0.6% | $0 | Held |
| Ishares U S Etf Tr | — | 70.6K | $3.61M | 0.6% | $0 | Held |
| Unitedhealth Group Inc | UNH | 10.1K | $3.32M | 0.6% | $0 | Held |
| Select Sector Spdr Tr | — | 21.3K | $3.3M | 0.6% | $0 | Held |
| NXP Semiconductors N.V. | NXPI | 14.6K | $3.18M | 0.6% | $0 | Held |
| Bank America Corp | — | 55.3K | $3.04M | 0.5% | $0 | Held |
| Travelers Companies, Inc. | TRV | 10.1K | $2.93M | 0.5% | $0 | Held |
| Ishares Tr | — | 29.7K | $2.85M | 0.5% | $0 | Held |
| Howmet Aerospace Inc. | HWM | 13.5K | $2.76M | 0.5% | $0 | Held |
| Ishares Tr | — | 13.5K | $2.7M | 0.5% | $0 | Held |
| Ishares Tr | — | 9.03K | $2.22M | 0.4% | $0 | Held |
| Stryker Corp | SYK | 5.92K | $2.08M | 0.4% | $0 | Held |
| Alphabet Inc | — | 6.55K | $2.05M | 0.4% | $0 | Held |
| Ishares Tr | — | 13.7K | $2.03M | 0.4% | $0 | Held |
| Select Sector Spdr Tr | — | 16.7K | $1.96M | 0.3% | $0 | Held |
| Tesla, Inc. | TSLA | 3.85K | $1.73M | 0.3% | $0 | Held |
| Liberty Media Corp Del | — | 17.6K | $1.46M | 0.3% | $0 | Held |
| Caterpillar Inc | CAT | 2.3K | $1.32M | 0.2% | $0 | Held |
| Dbx Etf Tr | — | 13.2K | $1.25M | 0.2% | $0 | Held |
| Spdr Series Trust | — | 36.5K | $1.24M | 0.2% | $0 | Held |
| Liberty Media Corp Del | — | 14.5K | $1.18M | 0.2% | $0 | Held |
| First Tr Exchange-Traded Fd | — | 19.3K | $1.16M | 0.2% | $0 | Held |
| Walmart Inc. | WMT | 10.2K | $1.13M | 0.2% | $0 | Held |
| Select Sector Spdr Tr | — | 26K | $1.11M | 0.2% | $0 | Held |
| Ishares Tr | — | 10.5K | $1.09M | 0.2% | $0 | Held |
| Dbx Etf Tr | — | 19.3K | $1.06M | 0.2% | $0 | Held |
| Dbx Etf Tr | — | 19.3K | $928.6K | 0.2% | $0 | Held |
| Ishares Tr | — | 5.46K | $920.8K | 0.2% | $0 | Held |
| Danaher Corporation | — | 4K | $916.4K | 0.2% | $0 | Held |
| Ishares Tr | — | 19.3K | $915.8K | 0.2% | $0 | Held |
| Ishares Tr | — | 26.2K | $887.2K | 0.2% | $0 | Held |
| Ishares Tr | — | 38K | $874.3K | 0.2% | $0 | Held |
| Atlanta Braves Hldgs Inc | — | 21.5K | $849.4K | 0.2% | $0 | Held |
| Ishares Tr | — | 11.3K | $839K | 0.1% | $0 | Held |
| Ishares Gold Tr | — | 10.2K | $831.4K | 0.1% | $0 | Held |
| Ishares Tr | — | 3.61K | $775.9K | 0.1% | $0 | Held |
| Spdr Series Trust | — | 34.1K | $771.1K | 0.1% | $0 | Held |
| Ishares Tr | — | 6.96K | $754.7K | 0.1% | $0 | Held |
| American Express Co | AXP | 2.02K | $748.4K | 0.1% | $0 | Held |
| Morgan Stanley | — | 4.09K | $726.8K | 0.1% | $0 | Held |
| Seagate Technology Hldngs Pl | — | 2.55K | $703.3K | 0.1% | $0 | Held |
| First Tr Exchange Traded Fd | — | 11.6K | $700.3K | 0.1% | $0 | Held |
| Select Sector Spdr Tr | — | 11.2K | $614.1K | 0.1% | $0 | Held |
| Adobe Inc. | ADBE | 1.75K | $613.5K | 0.1% | $0 | Held |
| Cisco Sys Inc | — | 7.9K | $608.2K | 0.1% | $0 | Held |
| Ishares Tr | — | 6.21K | $597.7K | 0.1% | $0 | Held |
| Invesco Exchange Traded Fd T | — | 3.72K | $582.5K | 0.1% | $0 | Held |
| Vanguard Tax-Managed Fds | — | 9.3K | $581K | 0.1% | $0 | Held |
| Invesco Exchange Traded Fd T | — | 7.14K | $563.5K | 0.1% | $0 | Held |
| Vanguard Whitehall Fds | — | 8.15K | $549.6K | 0.1% | $0 | Held |
| American Centy Etf Tr | — | 6.67K | $548.7K | 0.1% | $0 | Held |
| J P Morgan Exchange Traded F | — | 9.46K | $541.6K | 0.1% | $0 | Held |
| Ishares Tr | — | 3.91K | $535.3K | 0.1% | $0 | Held |
| Ishares Tr | — | 3.51K | $521.9K | 0.1% | $0 | Held |
| Xylem Inc. | XYL | 3.74K | $508.9K | 0.1% | $0 | Held |
| Ishares Silver Tr | — | 7.9K | $508.7K | 0.1% | $0 | Held |
| Ishares Inc | — | 9.21K | $500.4K | 0.1% | $0 | Held |
| Ishares Tr | — | 5K | $481.5K | 0.1% | $0 | Held |
| Mgm Resorts International | MGM | 12.6K | $460.5K | 0.1% | $0 | Held |
| Corteva, Inc. | CTVA | 6.73K | $451.2K | 0.1% | $0 | Held |
| Proshares Tr | — | 9.83K | $448.6K | 0.1% | $0 | Held |
| Ishares Inc | — | 4K | $440K | 0.1% | $0 | Held |
| Ishares Tr | — | 12.5K | $438.8K | 0.1% | $0 | Held |
| Ishares Tr | — | 3.21K | $437.3K | 0.1% | $0 | Held |
| Vanguard Index Fds | — | 687 | $430.8K | 0.1% | $0 | Held |
| Ishares Tr | — | 1.31K | $424.4K | 0.1% | $0 | Held |
| Alibaba Group Hldg Ltd | — | 2.85K | $417.8K | 0.1% | $0 | Held |
| Mastercard Inc | MA | 726 | $414.5K | 0.1% | $0 | Held |
| Tidal Trust Ii | — | 23.8K | $409.9K | 0.1% | $0 | Held |
| Mcdonalds Corp | MCD | 1.31K | $401.3K | 0.1% | $0 | Held |
| Ishares Tr | — | 4.15K | $383.1K | 0.1% | $0 | Held |
| First Tr Exchange Traded Fd | — | 3.88K | $381.7K | 0.1% | $0 | Held |
| Ishrs 10 Yr Invest Grade | — | 7.22K | $364.2K | 0.1% | $0 | Held |
| Coca Cola Co | KO | 5.17K | $361.5K | 0.1% | $0 | Held |
| Ea Series Trust | — | 3.07K | $352.9K | 0.1% | $0 | Held |
| First Tr Exchange Traded Fd | — | 14.9K | $351.2K | 0.1% | $0 | Held |
| First Tr Exch Traded Fd Iii | — | 11.7K | $347.3K | 0.1% | $0 | Held |
| Invesco Exchange Traded Fd T | — | 3.65K | $338K | 0.1% | $0 | Held |
| Vanguard Intl Equity Index F | — | 6.08K | $326.7K | 0.1% | $0 | Held |
| Invesco Exchange Traded Fd T | — | 5.98K | $322.8K | 0.1% | $0 | Held |
| Proshares Tr | — | 4.11K | $322.6K | 0.1% | $0 | Held |
| Spdr Series Trust | — | 3.42K | $312.9K | 0.1% | $0 | Held |
| First Tr Exchange-Traded Fd | — | 14.3K | $312.5K | 0.1% | $0 | Held |
| Ishares Tr | — | 1.88K | $311.4K | 0.1% | $0 | Held |
| Ishares Tr | — | 4.54K | $295.6K | 0.1% | $0 | Held |
| Ishares Tr | — | 4.06K | $294K | 0.1% | $0 | Held |
| Select Sector Spdr Tr | — | 3.74K | $290.4K | 0.1% | $0 | Held |
| Ishares Tr | — | 5.63K | $282.7K | 0.1% | $0 | Held |
| Vanguard Index Fds | — | 840 | $281.6K | 0.1% | $0 | Held |
| Chevron Corp New | CVX | 1.84K | $280.9K | 0.1% | $0 | Held |
| Proshares Tr | — | 4.2K | $270.5K | 0.0% | $0 | Held |
| Southern Co | — | 3K | $261.7K | 0.0% | $0 | Held |
| Invesco Exchange Traded Fd T | — | 3.34K | $255.7K | 0.0% | $0 | Held |
| Invesco Exchange Traded Fd T | — | 3.41K | $239.8K | 0.0% | $0 | Held |
| Wabtec | — | 1.08K | $231.6K | 0.0% | $0 | Held |
| Invesco Exchange Traded Fd T | — | 3.67K | $218.8K | 0.0% | $0 | Held |
| First Tr Exchange-Traded Fd | — | 5.18K | $217K | 0.0% | $0 | Held |
| Netflix Inc | NFLX | 2.22K | $208.1K | 0.0% | $0 | Held |
| Ishares Tr | — | 1.15K | $206.8K | 0.0% | $0 | Held |
| Vaneck Etf Trust | — | 566 | $203.8K | 0.0% | $0 | Held |
| Synchrony Financial | — | 2.4K | $200.2K | 0.0% | $0 | Held |
| Fidelity Wise Origin Bitcoin | — | 2.63K | $200.1K | 0.0% | $0 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.