KKM Financial LLC
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$563.2M
Holdings
167
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FWONA
LIBERTY MEDIA CORP DEL
Held since at least Q1 2024
3.3%
02
$MU
MICRON TECHNOLOGY INC
Held since at least Q1 2024
3.1%
03
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (55.5k shares)
2.9%
04
$LLY
LILLY ELI & CO
Held since at least Q1 2024
2.7%
05
$AMD
ADVANCED MICRO DEVICES INC
Q4 2025: New position (2.1k shares)
2.5%
06
$LRCXEUR
LAM RESEARCH CORP
Held since at least Q1 2024
2.3%
07
$AAPL
APPLE INC
Q4 2025: New position (49.2k shares)
2.2%
08
$ASML
ASML HOLDING N V
Held since at least Q1 2024
2.0%
09
$CMCSA
COMCAST CORP NEW
Held since at least Q1 2024
1.9%
10
$HD
HOME DEPOT INC
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:23 UTC.