KKM Financial LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
Value $
$288M
Signature - Title
Rick Dooley - CCO
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by KKM Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KKM Financial LLC reported 153 stock holdings with total value $288M as of Q2 2025. Top holdings included META, SPY, ESN, AAPL, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 153 $288M +$38.5M -$7.4M +$31.1M META, SPY, ESN, AAPL, MSFT 13F-HR 8/14/2025, 11:17 AM
Q1 2025 148 $237M +$14.8M -$12.9M +$1.86M ESN, META, AAPL, SPY, MSFT 13F-HR 5/15/2025, 01:34 PM
Q4 2024 150 $240M +$46.8M -$7.61M +$39.2M AAPL, META, ESN, SPY, IGM 13F-HR 2/13/2025, 06:05 PM
Q3 2024 141 $202M +$12.3M -$26.7M -$14.4M AAPL, META, SPY, MSFT, SOXX 13F-HR 11/12/2024, 03:39 PM
Q2 2024 146 $205M +$10.1M -$4.8M +$5.31M AAPL, SOXX, META, SPY, MSFT 13F-HR 8/13/2024, 05:50 PM
Q1 2024 144 $205M +$55.7M -$14.1M +$41.7M AAPL, SOXX, SPY, MSFT, IYT 13F-HR 5/14/2024, 01:51 PM
Q4 2023 125 $159M $0 $0 AAPL, SPY, MSFT, AMZN, META 13F-HR 2/14/2024, 02:59 PM