SEC 13F Intelligence

Managers / Q2 2025 · view latest →

KKM Financial LLC

CIK 0002001943 · 141 W. JACKSON, 1711, CHICAGO, IL, 60604 · 3124487230

Reported Value
$288M
Q2 2025
Positions
153
Filings on Record
10
2019–present window
Filed
Aug 14, 2025
original filing

Summary

Kkm Financial Llc reported $288M in U.S.-listed holdings across 153 positions for Q2 2025.

Its largest position, META, represents 4.4% of the portfolio.

Compared with Q1 2025, the fund opened 10 new positions and exited 5.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $159MQ4 ’23Q1 ’24: $205MQ2 ’24: $211MQ2 ’24Q3 ’24: $202MQ4 ’24: $240MQ4 ’24Q1 ’25: $237MQ2 ’25: $288MQ2 ’25Q3 ’25: $318MQ4 ’25: $563MQ4 ’25Q1 ’26: $563Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 62.7%ETP: 34.6%Other: 1.4%MLP: 1.1%ADR: 0.1%
  • Common Stock · 62.7% · $180M
  • ETP · 34.6% · $100M
  • Other · 1.4% · $4M
  • MLP · 1.1% · $3M
  • ADR · 0.1% · $379,924

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$563M168May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$563M170Feb 18, 202613F-HRchanges · EDGAR ↗
Q3 2025$318M139Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$288M153Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$237M148May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$240M150Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$202M141Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$211M146Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$205M144May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$159M127Feb 14, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.