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Filers›Asset Manager›KKM Financial LLC
DOSSIER · 13F-HR · Q4 2025

KKM Financial LLC

KKM Financial's asset manager based in San Francisco, CA — $563M in tracked AUM across 170 positions as of Q4 2025.

KF
KKM Financial·San Francisco, CA·Asset Manager
CIK 0002001943 · last filed Dec 31, 2025
Total AUM
$563M
▼ 14.8%
vs prior
Holdings
170
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

KKM Financial LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
FWONA
LIBERTY MEDIA CORP DEL
$19M208K3.3%
02
MU
MICRON TECHNOLOGY INC
$17M60K3.1%
03
NVDA
NVIDIA CORPORATION
$17M89K2.9%
04
LLY
LILLY ELI & CO
$15M14K2.7%
05
AMD
ADVANCED MICRO DEVICES INC
$14M66K2.5%
06
LRCXEUR
LAM RESEARCH CORP
$13M75K2.3%
07
AAPL
APPLE INC
$13M46K2.2%
08
N07059210
ASML HOLDING N V
$11M11K2.0%
09
CMCSA
COMCAST CORP NEW
$11M362K1.9%
10
HD
HOME DEPOT INC
$10M30K1.8%

Filing history

Filing history loading…
AI Agent · grounded in KKM
haiku-4-5 · 170 positions indexed
Sector mix
  • Tech7%
  • Health Care43%
  • Cons. Disc.5%
  • Industrials25%
  • Energy13%
  • Other7%
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