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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but KKM Financial LLC's latest available filing here is Q3 2025.
KKM Financial LLC
•CIK: 2001943•Filing: Q3 2025
**KKM Financial LLC** manages $318M across a diversified portfolio of 139 positions. The fund exhibits significant concentration in mega-cap technology and financial names, with top holdings including META at $13.0M and AAPL at $11.7M. Further notable allocations include ESN ($10.1M), MSFT ($8.6M), and ORCL ($8.4M). This structure suggests a conviction-driven, large-cap growth and value tilt.
Total AUM
$318.0M
QoQ Performance
+10.6%
Positions
91
Top 10 Concentration
26.1%
Latest Filing
Q3 2025
Top Holdings Allocation
META4.1%
AAPL3.7%
ESN3.2%
MSFT2.7%
ORCL2.7%
JPM2.1%
SPY2.0%
INTC2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.7%
Technology20.3%
Healthcare7.2%
Financial7.1%
Industrial5.8%
Consumer5.7%
Energy3.1%
ETF2.2%
🚪 Exited Positionssold since Q2 2025
+14 more exited positions
Changes from Q2 2025
NEW5 new positions
↑64 increased
↓44 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023