1y return+33.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $166 against $157 in the S&P 500.2
KKM Financial LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PANWPalo Alto Networks Inc | $24.6M | 3.4% | +34.5% |
| INTCIntel Corp | $23.3M | 3.2% | −26.1% |
| MSFTMicrosoft Corp | $19.4M | 2.7% | +155.8% |
| LLYLilly Eli & Co | $16.0M | 2.2% | −2.1% |
| UNHUnitedhealth Group Inc | $15.8M | 2.2% | +278.0% |
| AMATApplied Matls Inc | $15.6M | 2.1% | −17.5% |
| NVDANvidia Corporation | $15.0M | 2.1% | −15.6% |
| AAPLApple Inc | $14.9M | 2.0% | +11.8% |
| AMZNAmazon Com Inc | $14.5M | 2.0% | +110.7% |
| GOOGLAlphabet Inc | $14.2M | 1.9% | +53.1% |
| Asml Holding N VCUSIP N07059210 | $14.2M | 1.9% | −18.1% |
| MAMastercard Incorporated | $14.0M | 1.9% | +3272.2% |
| AMDAdvanced Micro Devices Inc | $13.6M | 1.9% | −57.4% |
| VVisa Inc | $13.4M | 1.8% | +128.4% |
| COSTCostco Whsl Corp New | $12.3M | 1.7% | +122.4% |
| METAMeta Platforms Inc | $11.9M | 1.6% | +107.6% |
| Lam Research CorpCUSIP 512807108 | $11.9M | 1.6% | −45.7% |
| ORCLOracle Corp | $11.9M | 1.6% | +137.0% |
| ESNNorthern Lts Fd Tr II | $11.8M | 1.6% | |
| HDHome Depot Inc | $11.6M | 1.6% | +12.5% |
| TSMTaiwan Semiconductor Mfg Ltd | $10.9M | 1.5% | −5.1% |
| KLACKla Corp | $10.8M | 1.5% | +1072.8% |
| MPCMarathon Pete Corp | $10.2M | 1.4% | +28.2% |
| DALDelta Air Lines Inc Del | $10.0M | 1.4% | +38.6% |
| PLTRPalantir Technologies Inc | $9.6M | 1.3% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $13.6M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $15.0M |
| SOXXIshares Tr | December 31, 2023 | +233.7% | $9.5M |
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $15.6M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $14.2M |
| Lam Research CorpCUSIP 512807108 | December 31, 2025 | +153.1% | $11.9M |
| DALDelta Air Lines Inc Del | December 31, 2023 | +132.8% | $10.0M |
| PANWPalo Alto Networks Inc | December 31, 2023 | +131.3% | $24.6M |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $8.8M |
| Asml Holding N VCUSIP N07059210 | December 31, 2025 | +86.0% | $14.2M |
Sold off last quarter
- FWONALiberty Media Corp Del was $18.5M
- MUMicron Technology Inc was $17.2M
- CMCSAComcast Corp New was $10.8M
- FWONKLiberty Media Corp Del was $6.2M
- Liberty Broadband Corp Com Ser CCUSIP 530307305 was $5.8M
- GLIBKGci Liberty Inc was $4.5M
- WDIVSpdr Index Shs Fds was $4.2M
- JPINJ P Morgan Exchange Traded F Div Rtn was $4.1M
- SCHDSchwab Strategic Tr was $4.1M
- Linde PLCCUSIP G54950103 was $3.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +21.9% | +14.8% |
| March 31, 2026 | +1.5% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +8.5% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +9.2% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: KKM Financial LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2001943&type=13F-HR&dateb=&owner=include&count=40CIK 2001943
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2001943/000200194326000003/Filed August 14, 2026 · accession 0002001943-26-000003