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CIK: 0002001943
Total reported value
$729.9M
$729.9M
144 檔
4.0%
During the Q1 2024 filing period, KKM Financial LLC (CIK: 0002001943) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $729.9M across 144 reported positions.
During Q1 2024, KKM Financial LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.49% | -0.18% | +8.02% | |
| 2 | SOXX | Ishares Semiconductor ETF | ETF-Other | 3.16% | +0.48% | +430.26% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.66% | -0.47% | -4.39% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | +1.11% | -4.32% | |
| 5 | IYT | Ishares US Transportation Et | ETF-Other | 2.22% | -0.04% | +735.81% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.17% | +0.44% | -30.28% | |
| 7 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.05% | -0.13% | +881.64% | |
| 8 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.91% | -0.41% | +682.01% | |
| 9 | IYF | Ishares US Financials ETF | ETF-Other | 1.87% | -0.30% | +102.44% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.67% | -0.11% | +2.06% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.67% | -0.03% | +355.55% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | +0.86% | -42.40% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.54% | -0.07% | +13.80% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | -0.16% | +1.41% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.44% | +1.60% | -26.55% | |
| 16 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 1.43% | -0.16% | +17.19% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.40% | -0.25% | +6.12% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 1.35% | -0.15% | +414.67% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | +0.01% | +16.41% | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 1.33% | +0.09% | +5.07% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.31% | +0.37% | +0.14% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.31% | +0.79% | +1.64% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.30% | +0.79% | -8.09% | |
| 24 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.28% | -0.11% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | +0.19% | +19.55% | |
| 26 | MAS | Masco CORP | Stock-Industrials | 1.22% | +0.42% | -6.16% | |
| 27 | FDX | Fedex CORP | Stock-Industrials | 1.21% | +0.10% | -4.79% | |
| 28 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.20% | +0.49% | -8.19% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.20% | -0.28% | +5.86% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.19% | +1.57% | +6.77% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.17% | -0.07% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | -0.72% | +0.38% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 1.15% | +0.06% | +14.77% | |
| 34 | CB | Chubb Limited | Stock-Financials | 1.15% | +0.10% | +14.10% | |
| 35 | F | Ford Motor Co | Stock-Consumer Disc | 1.14% | -0.10% | -6.52% | |
| 36 | SYY | Sysco CORP | Stock-Consumer Staples | 1.12% | +0.27% | +20.19% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.50% | -17.80% | |
| 38 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.10% | +0.41% | +6.28% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | -0.88% | -32.56% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.06% | +0.06% | +14.20% | |
| 41 | CME | Cme Group Inc | Stock-Financials | 1.03% | -0.19% | +7.00% | |
| 42 | EPD | Enterprise Products Partners | Stock-Energy | 1.03% | +0.30% | +11.43% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | -0.47% | — | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.98% | -1.92% | EXIT | |
| 45 | CVS | Cvs Health CORP | Stock-Healthcare | 0.98% | +0.08% | +28.15% | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.97% | +1.71% | -19.62% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.97% | +0.16% | +23.00% | |
| 48 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.95% | — | +32.04% | |
| 49 | NTR | Nutrien LTD | Stock-Materials | 0.95% | +0.01% | +48.87% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.94% | +0.13% | +23.47% |
According to official SEC Form 13F filings, KKM Financial LLC reported a total U.S. public equity portfolio value of $729.9M across 144 disclosed positions in Q1 2024.
During Q1 2024, KKM Financial LLC's top holdings by market value included AAPL (3.5%)、SOXX (3.2%)、SPY (2.7%). The largest single position, AAPL, represented 3.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SOXX, SPY) accounted for 4.0% of total reported equity market value during Q1 2024.
In Q1 2024, KKM Financial LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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