KKM Financial LLC: summary

KKM Financial LLC reported 169 positions with a reported value of $729.90M in its 13F for Q2 2026. Compared with Q1 2026: 29 new positions, 28 exited.

Top positions

• PALO ALTO NETWORKS INC COM
• INTEL CORP COM
• MICROSOFT CORP COM
• ELI LILLY & CO COM
• UNITEDHEALTH GROUP INC COM
• APPLIED MATLS INC COM
• NVIDIA CORPORATION
• APPLE INC COM
• AMAZON COM INC
• ALPHABET INC