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CIK: 0002001943
Total reported value
$729.9M
$729.9M
150 檔
5.6%
During the Q4 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 150 reported positions.
During Q4 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 | 4.42% | -0.18% | +10.47% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.77% | +0.44% | +17.52% | |
| 3 | ESN | Essential 40 Stock ETF | ETF-Other | 3.66% | -0.20% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.79% | -0.47% | +21.86% | |
| 5 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.29% | -0.13% | +39.44% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | +1.11% | +9.39% | |
| 7 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.11% | -0.41% | +27.97% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.86% | +7.96% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.79% | -0.03% | +197.44% | |
| 10 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.78% | +0.48% | +1.95% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.72% | +1.60% | +106.83% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | -0.16% | +3.95% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.11% | +3.61% | |
| 14 | IYF | Ishares US Financials ETF | ETF-Other | 1.68% | -0.30% | +60.27% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.67% | +0.37% | +4.69% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | -0.88% | -19.03% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.55% | +0.79% | +4.35% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 1.47% | -0.15% | +228.73% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | +0.79% | +4.02% | |
| 20 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.36% | +0.41% | +5.22% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.34% | -0.28% | +4.91% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | -0.25% | +3.88% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.50% | +5.20% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.29% | +0.06% | +4.75% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.25% | -0.07% | -16.20% | |
| 26 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.21% | -0.11% | — | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 1.21% | +0.09% | +4.50% | |
| 28 | CB | Chubb Limited | Stock-Financials | 1.18% | +0.10% | +4.91% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.16% | -0.07% | — | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.15% | +1.57% | +3.94% | |
| 31 | FDX | Fedex CORP | Stock-Industrials | 1.13% | +0.10% | +4.84% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 1.13% | -0.11% | +50.77% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | -0.72% | -0.21% | |
| 34 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 1.12% | -0.16% | -16.98% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | +0.19% | +4.87% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | +0.01% | +3.77% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.08% | +0.06% | +4.69% | |
| 38 | CME | Cme Group Inc | Stock-Financials | 1.08% | -0.19% | +5.16% | |
| 39 | MAS | Masco CORP | Stock-Industrials | 1.08% | +0.42% | +5.06% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | -0.47% | +13.12% | |
| 41 | EPD | Enterprise Products Partners | Stock-Energy | 1.07% | +0.30% | +4.80% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 1.02% | +0.13% | +5.25% | |
| 43 | MMM | 3m Co | Stock-Industrials | 1.01% | -0.03% | +5.64% | |
| 44 | SYY | Sysco CORP | Stock-Consumer Staples | 1.00% | +0.27% | +3.31% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.88% | +0.16% | +2.13% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.85% | +0.18% | +4.62% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | -0.03% | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.84% | -0.02% | +444.42% | |
| 49 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.81% | +0.49% | +5.44% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.79% | -1.92% | EXIT |
According to official SEC Form 13F filings, KKM Financial LLC reported a total U.S. public equity portfolio value of $729.9M across 150 disclosed positions in Q4 2024.
During Q4 2024, KKM Financial LLC's top holdings by market value included AAPL (4.4%)、META (3.8%)、ESN (3.7%). The largest single position, AAPL, represented 4.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, META, ESN) accounted for 5.6% of total reported equity market value during Q4 2024.
In Q4 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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