Rick Dooley

Kkm Financial Llc

Assets Managed

$563.181M

Holdings

168

Last Quarter

2026 - Q1

Filed Date

1d ago

Growth Rate

-0.02%(2Q avg: 38.57%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kkm Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Kkm Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 563.181M in assets, with a quarterly growth rate of -0.02% and a 2-quarter average growth rate of 38.57%. The portfolio is managed by Rick Dooley, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value
FWONA Liberty Media Corp-lib-new-a Recent Activity	3.3%	$18.547M 207,502 shares@ $89.39 avg price
MU Micron Technology Inc Recent Activity	3.06%	$17.231M 60,372 shares@ $285.42 avg price
NVDA Nvidia Corp Recent Activity	2.94%	$16.533M 88,650 shares@ $186.51 avg price
LLY Eli Lilly & Co Recent Activity	2.67%	$14.982M 13,941 shares@ $1074.69 avg price
AMD Advanced Micro Devices Recent Activity	2.53%	$14.21M 66,353 shares@ $214.16 avg price
LRCX Lam Research Corp Recent Activity	2.29%	$12.847M 75,048 shares@ $171.19 avg price
AAPL Apple Inc Recent Activity	2.23%	$12.51M 46,017 shares@ $271.87 avg price
ASML Asml Holding Nv-ny Reg Shs Recent Activity	2.02%	$11.368M 10,626 shares@ $1069.86 avg price
CMCSA Comcast Corp-class A Recent Activity	1.92%	$10.811M 361,694 shares@ $29.9 avg price
HD Home Depot Inc Recent Activity	1.84%	$10.338M 30,044 shares@ $344.1 avg price

1-10 of 168