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Home > Institutional Investor > Kkm Financial Llc > Profile

Instuitional Investor - Kkm Financial Llc

Fund Profile
Filing Period:
Fund Name: Kkm Financial Llc
Portfolio Value $236,528,468
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Northern Lts Fd Tr Ii
 592,538 $9,089,529 3.84%
2.
Meta Platforms Inc.
 META 15,197 $8,758,943 3.7%
3.
Apple Inc.
 AAPL 39,672 $8,720,528 3.69%
4.
Spdr S & P 500 Etf Trust
 SPY 14,293 $8,001,921 3.38%
5.
Microsoft Corp
 MSFT 13,144 $4,988,132 2.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)