Fund HoldingsKKM Financial LLC

Total Portfolio Value
$563.31M
Total Bought
$259.62M
Total Sold
$12.89M
Net Transaction
+$246.73M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
LIBERTY MEDIA CORP DEL(FWONA)0207,502+207,502018,5473.29%+18,547
MICRON TECHNOLOGY INC(MU)060,372+60,372017,2313.06%+17,231
NVIDIA CORPORATION(NVDA)088,650+88,650016,5332.93%+16,533
ADVANCED MICRO DEVICES INC(AMD)066,353+66,353014,2102.52%+14,210
LAM RESEARCH CORP(LRCX)075,048+75,048012,8472.28%+12,847
ASML HOLDING N V
N Y REGISTRY SHS
010,626+10,626011,3682.02%+11,368
LILLY ELI & CO(LLY)4,80613,941+9,1353,66714,9822.66%+11,315
APPLIED MATLS INC037,276+37,27609,5801.70%+9,580
TAIWAN SEMICONDUCTOR MFG LTD(TSM)028,336+28,33608,6111.53%+8,611
COMCAST CORP NEW(CCZ)104,854361,694+256,8403,29510,8111.92%+7,517
HCA HEALTHCARE INC(HCA)015,506+15,50607,2391.29%+7,239
LIBERTY MEDIA CORP DEL(FWONA)062,489+62,48906,1561.09%+6,156
KLA CORP(KLAC)05,043+5,04306,1281.09%+6,128
LIBERTY BROADBAND CORP COM SER C(LBRDA)0119,601+119,60105,8131.03%+5,813
HOME DEPOT INC(HD)11,97330,044+18,0714,85110,3381.84%+5,487
EQUINIX INC(EQIX)06,205+6,20504,7540.84%+4,754
GCI LIBERTY INC(GLIBA)0120,248+120,24804,4740.79%+4,474
BROADCOM INC(AVGO)012,159+12,15904,2080.75%+4,208
SPDR INDEX SHS FDS
ST STR SP GLBDIV
055,145+55,14504,1600.74%+4,160
J P MORGAN EXCHANGE TRADED F DIV RTN
DIV RTN INT EQ
060,634+60,63404,1320.73%+4,132
SCHWAB STRATEGIC TR0150,096+150,09604,1170.73%+4,117
INVESCO QQQ TR07,496+7,49604,6050.82%+4,605
ISHARES TR06,726+6,72604,6070.82%+4,607
PALO ALTO NETWORKS INC(PANW)30,00654,246+24,2406,1109,9921.77%+3,882
AMERICAN WATER WORKS COMPANY INC30,34561,272+30,9274,2247,9961.42%+3,772
LINDE PLC(LIN)08,508+8,50803,6280.64%+3,628
NXP SEMICONDUCTORS N V
COM
014,643+14,64303,1780.56%+3,178
TRAVELERS COMPANIES INC(TRV)010,099+10,09902,9290.52%+2,929
BANK AMERICA CORP055,342+55,34203,0440.54%+3,044
HOWMET AEROSPACE INC(HWM)013,465+13,46502,7610.49%+2,761
ALPHABET INC(GOOG)22,57526,022+3,4475,4888,1451.45%+2,657
INTEL CORP(INTC)187,272225,358+38,0866,2838,3161.48%+2,033
FREEPORT-MCMORAN INC(FCX)92,671110,764+18,0933,6355,6261.00%+1,991
STRYKER CORPORATION(SYK)05,916+5,91602,0790.37%+2,079
JOHNSON & JOHNSON(JNJ)30,54435,124+4,5805,6637,2691.29%+1,605
DELTA AIR LINES INC DEL(DAL)65,97676,712+10,7363,7445,3240.95%+1,580
FEDEX CORP(FDX)15,57718,020+2,4433,6735,2050.92%+1,532
LIBERTY MEDIA CORP DEL017,598+17,59801,4630.26%+1,463
ISHARES TR11,67915,278+3,5993,1664,6010.82%+1,435
FORD MTR CO DEL(F)383,294457,217+73,9234,5845,9991.06%+1,414
CVS HEALTH CORP(CVS)70,27084,056+13,7865,2986,6711.18%+1,373
CHUBB LIMITED
COM
15,94718,638+2,6914,5015,8171.03%+1,316
INTERNATIONAL BUSINESS MACHS(IBM)19,98323,396+3,4135,6386,9301.23%+1,292
LIBERTY MEDIA CORP DEL014,451+14,45101,1780.21%+1,178
JPMORGAN CHASE & CO(JPM)20,94223,826+2,8846,6067,6771.36%+1,071
EXXON MOBIL CORP39,16545,585+6,4204,4165,4860.97%+1,070
NUTRIEN LTD(NTR)77,10690,464+13,3584,5275,5830.99%+1,057
3M CO(MMM)28,55134,146+5,5954,4315,4670.97%+1,036
AMAZON COM INC(AMZN)24,00027,276+3,2765,2706,2961.12%+1,026
VISA INC(V)14,33516,633+2,2984,8945,8331.04%+940
ISHARES TR05,456+5,45609210.16%+921
BOEING CO(BA)22,65826,669+4,0114,8905,7901.03%+900
CME GROUP INC(CME)17,74820,822+3,0744,7955,6861.01%+891
ATLANTA BRAVES HLDGS INC021,531+21,53108490.15%+849
APPLE INC(AAPL)45,82046,017+19711,66712,5102.22%+843
ENTERPRISE PRODS PARTNERS L(EPD)125,002146,480+21,4783,9094,6960.83%+787
BERKSHIRE HATHAWAY INC DEL11,93713,449+1,5126,0016,7601.20%+759
WASTE MGMT INC DEL(WM)21,38524,838+3,4534,7225,4570.97%+735
DUKE ENERGY CORP NEW(DUK)37,89944,627+6,7284,6905,2310.93%+541
SELECT SECTOR SPDR TR
ST STR SVC ETF
016,671+16,67101,9620.35%+1,962
LOCKHEED MARTIN CORP(LMT)8,6549,972+1,3184,3204,8230.86%+503
SELECT SECTOR SPDR TR
ST STR UTIL ETF
7,17126,030+18,8596251,1110.20%+486
MGM RESORTS INTERNATIONAL(MGM)012,621+12,62104610.08%+461
CORTEVA(CTVA)06,732+6,73204510.08%+451
TIDAL TRUST II023,792+23,79204100.07%+410
ISHARES TR04,153+4,15303830.07%+383
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
014,868+14,86803510.06%+351
COSTCO WHSL CORP NEW(COST)5,1145,882+7684,7345,0720.90%+339
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
014,314+14,31403120.06%+312
PFIZER INC(PFE)149,996165,300+15,3043,8224,1160.73%+294
ISHARES SILVER TR(SLV)5,1107,897+2,7872175090.09%+292
ISHARES U S ETF TR
SHOR DURA BD ETF
64,84870,644+5,7963,3253,6100.64%+285
ALPHABET INC(GOOG)7,2826,546-7361,7742,0540.36%+281
VERIZON COMMUNICATIONS INC(VZ)100,957115,735+14,7784,4374,7140.84%+277
WABTEC(WAB)01,085+1,08502320.04%+232
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
05,183+5,18302170.04%+217
ISHARES TR01,153+1,15302070.04%+207
VANECK ETF TRUST
SEMICONDUCTR ETF
0566+56602040.04%+204
SYNCHRONY FINANCIAL(SYF)02,400+2,40002000.04%+200
ISHARES GOLD TR(IAU)8,68310,243+1,5606328310.15%+200
SYSCO CORP(SYY)55,41664,166+8,7504,5634,7280.84%+165
ISHARES TR010,534+10,53401,0860.19%+1,086
CATERPILLAR INC(CAT)2,4222,297-1251,1561,3160.23%+160
VANGUARD INDEX FDS0687+68704310.08%+431
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
019,319+19,31901,1580.21%+1,158
MASCO CORP(MAS)58,11266,615+8,5034,0914,2270.75%+137
DBX ETF TR13,11413,187+731,1141,2480.22%+134
MICROSOFT CORP(MSFT)16,58418,023+1,4398,5908,7161.55%+127
DANAHER CORPORATION(DHR)04,003+4,00309160.16%+916
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
2,7693,882+1,1132683820.07%+114
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,5542,55406037030.12%+100
SPDR S&P 500 ETF TR(SPY)09,409+9,40906,4161.14%+6,416
ISHARES INC3,4653,999+5343484400.08%+92
NORTHERN LTS FD TR II591,038592,732+1,69410,08310,1721.81%+89
ISHARES TR32,04032,159+1194,0584,1460.74%+89
SPDR SER TR
ST INTER BD ETF
33,90536,547+2,6421,1491,2360.22%+87
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
6,8497,145+2964825630.10%+82
ISHARES TR6,0866,965+8796757550.13%+80
SELECT SECTOR SPDR TR
ST STR STAPL ETF
03,739+3,73902900.05%+290
MORGAN STANLEY(MS)4,0944,09406517270.13%+76
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