Long-term investor
Kkm Financial LLC @kkmfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002001943).
Record
- Tracked since 2025-06-30 (434 days), 181 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months +9.7% · 1 year +17.1% · all +17.1%
- Max drawdown 0.0% · Sharpe 1.14 · win rate 10% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PANW · 3.4% · long · since 2025-06-30
- INTC · 3.2% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- LLY · 2.2% · long · since 2025-06-30
- UNH · 2.2% · long · since 2025-06-30
- AMAT · 2.1% · long · since 2025-12-31
- NVDA · 2.1% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- GOOGL · 1.9% · long · since 2025-06-30
- N07059210 · 1.9% · long · since 2025-12-31
- MA · 1.9% · long · since 2025-06-30