KKM Financial LLC

CIK 0002001943 · Q1 2026

13F Equity AUM

$563.2M

-0.0% QoQ

Positions

168

-2 QoQ

AUM Rank

#4,020

Top 32%

Skill Alpha (FF)

-4.8%/yr^ns

No Clear Edge

Rank #7,351 · Top 89%

vs S&P -5.2%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 14.5%Top 10: 24.8%Top 20: 40.1%

MU3.1%

LLY2.7%

AMD2.5%

HD1.8%

Others (158)75.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology28.3%

Financial Services27.2%

Communication Services12.2%

Healthcare8.3%

Industrials8.1%

Consumer Cyclical4.5%

Energy2.8%

Basic Materials2.7%

Other5.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Holdings

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