KKM Financial LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), KKM Financial LLC reported 169 stock positions worth $729.9 million. Its top holding was Palo Alto Networks (PANW) at 3.4% of the portfolio, followed by Intel (INTC, 3.2%) and Microsoft (MSFT, 2.7%). Compared with Q1 2026, it opened 28 new positions, sold out of 28, added to 69 and reduced 63. The biggest buy was Mastercard Class A (MA, shares +3272%) and the biggest sale an exit from Liberty Media Class A (FWONA).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0002001943
Portfolio Value
$729.9M (Q2 2026)
SEC Filing
0002001943-26-000003 ↗ filed Aug 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $205.1M Q1 2024 Q2 2024: $210.9M Q2 2024 Q3 2024: $202.1M Q3 2024 Q4 2024: $239.9M Q4 2024 Q1 2025: $236.5M Q1 2025 Q2 2025: $287.6M Q2 2025 Q3 2025: $318.0M Q3 2025 Q4 2025: $563.3M Q4 2025 Q1 2026: $563.2M Q1 2026 Q2 2026: $729.9M $729.9M Q2 2026

Holdings 169 stocks · $729.9M
PANW Palo Alto Networks Inc. 3.37% 72,971 $24.6M Add +34.5%
INTC Intel Corp. 3.19% 166,641 $23.3M Reduce -26.1%
MSFT Microsoft Corp. 2.66% 46,104 $19.4M Add +155.8%
LLY Eli Lilly & Co. 2.19% 13,652 $16.0M Reduce -2.1%
UNH Unitedhealth Group Inc. 2.16% 38,062 $15.8M Add +278.0%
AMAT Applied Materials Inc. 2.14% 30,759 $15.6M Reduce -17.5%
NVDA Nvidia Corp. 2.06% 74,809 $15.0M Reduce -15.6%
AAPL Apple Inc. 2.04% 51,470 $14.9M Add +11.8%
AMZN Amazon.com Inc. 1.98% 57,469 $14.5M Add +110.7%
GOOGL Alphabet Inc. Class A 1.95% 39,844 $14.2M Add +53.1%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.94% 8,699 $14.2M Reduce -18.1%
MA Mastercard Inc. Class A 1.92% 24,482 $14.0M Add +3272.2%
AMD Advanced Micro Devices 1.86% 28,284 $13.6M Reduce -57.4%
V Visa Inc. Class A 1.83% 37,982 $13.4M Add +128.3%
COST Costco Wholesale Corp. 1.69% 13,079 $12.3M Add +122.4%
META Meta Platforms Inc. Class A 1.64% 21,303 $11.9M Add +107.6%
LRCX Lam Research Corp. 1.64% 40,744 $11.9M Reduce -45.7%
ORCL Oracle Corp. 1.63% 85,947 $11.9M Add +137.0%
ESN Essential 40 Stock ETF 1.61% 592,014 $11.8M Reduce -0.1%
HD Home Depot Inc. 1.59% 33,798 $11.6M Add +12.5%
TSM Taiwan Semiconductor-SP ADR 1.49% 26,896 $10.9M Reduce -5.1%
KLAC KLA Corp. 1.48% 59,145 $10.8M Add +17.3%
MPC Marathon Petroleum Corp. 1.39% 39,734 $10.2M Add +28.2%
DAL Delta Air Lines Inc. 1.36% 106,349 $10.0M Add +38.6%
PLTR Palantir Technologies Inc. Class A 1.32% 78,479 $9.6M New
NOW ServiceNow Inc. 1.31% 86,100 $9.6M New
JNJ Johnson & Johnson 1.30% 37,425 $9.5M Add +6.5%
SOXX iShares Semiconductor ETF 1.30% 14,772 $9.5M Reduce -3.3%
CVS CVS Health Corp. 1.26% 88,558 $9.2M Add +5.4%
JPM JPMorgan Chase & Co. 1.20% 26,824 $8.8M Add +12.6%
SPCX Space Exploration Techn Class A 1.18% 79,403 $8.6M New
MAS Masco Corp. 1.17% 104,516 $8.5M Add +56.9%
XOM Exxon Mobil Corp. 1.16% 61,228 $8.5M Add +34.3%
CB Chubb Ltd. 1.13% 24,254 $8.3M Add +30.1%
CRWD CrowdStrike Holdings Inc. Class A 1.13% 43,253 $8.3M New
EPD Enterprise Products Partners 1.13% 224,298 $8.2M Add +53.1%
SYY Sysco Corp. 1.11% 97,027 $8.1M Add +51.2%
BRK.B Berkshire Hathaway Inc. Class B 1.09% 15,896 $8.0M Add +18.2%
FCX Freeport-McMoran Inc. 1.07% 124,659 $7.8M Add +12.5%
WM Waste Management Inc. 1.06% 34,772 $7.7M Add +40.0%
DUK Duke Energy Corp. 1.06% 61,196 $7.7M Add +37.1%
FDX FedEx Corp. 1.02% 23,863 $7.5M Add +32.4%
NTR Nutrien Ltd. 1.00% 115,773 $7.3M Add +28.0%
VZ Verizon Communications Inc. 1.00% 171,664 $7.3M Add +48.3%
F Ford Motor Co. filed as FORD MTR CO 0.97% 509,182 $7.1M Add +11.4%
AWK American Water Works Co. Inc. 0.95% 52,949 $7.0M Reduce -13.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.95% 24,715 $7.0M Add +5.6%
MMM 3M Co. 0.94% 42,423 $6.9M Add +24.2%
LMT Lockheed Martin Corp. 0.92% 13,218 $6.7M Add +32.5%
BA The Boeing Co. 0.92% 30,860 $6.7M Add +15.7%
PFE Pfizer Inc. 0.91% 274,859 $6.6M Add +66.3%
ANET Arista Networks Inc. 0.89% 36,133 $6.5M New
HCA HCA Healthcare Inc. 0.87% 15,853 $6.4M Add +2.2%
IGM iShares Expanded Tech Sector 0.86% 38,509 $6.3M Reduce -10.4%
ADP Automatic Data Processing 0.86% 28,115 $6.3M Add +60.9%
XLK SS Technology Select Sector 0.83% 31,824 $6.1M Reduce -4.9%
CME Cme Group Inc. 0.82% 27,147 $6.0M Add +30.4%
NEM Newmont Corp. 0.78% 60,673 $5.7M New
EQIX Equinix Inc. 0.74% 5,265 $5.4M Reduce -15.2%
ISRG Intuitive Surgical Inc. 0.69% 14,325 $5.1M New
AVGO Broadcom Inc. 0.69% 13,007 $5.1M Add +7.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.67% 6,553 $4.9M Reduce -30.4%
PSUS Pershing Square USA Ltd. 0.61% 119,307 $4.5M New
NFLX Netflix Inc. 0.59% 59,744 $4.3M Add +2591.2%
NEAR iShares SH Dba ETF Usd Inc. 0.53% 76,874 $3.9M Add +8.8%
IWR iShares Russell Mid-Cap ETF 0.44% 29,263 $3.2M Reduce -1.3%
IYF iShares US Financials ETF 0.44% 25,284 $3.2M Reduce -21.4%
XLI SS Industrial Select Sector 0.44% 17,312 $3.2M Reduce -18.7%
HWM Howmet Aerospace Inc. 0.43% 11,169 $3.2M Reduce -17.1%
TRV The Travelers Cos Inc. 0.43% 8,370 $3.1M Reduce -17.1%
VRT Vertiv Holdings Co. Class A 0.43% 12,908 $3.1M New
IGV iShares Expanded Tech-Softwa 0.42% 33,753 $3.1M Reduce -23.8%
IYW iShares Ustechnology ETF 0.41% 11,857 $3.0M Reduce -12.2%
GOOG Alphabet Inc. Class C 0.39% 8,023 $2.8M Add +22.6%
BAC Bank of America Corp. 0.38% 44,482 $2.7M Reduce -19.6%
IWM iShares Russell 2000 ETF 0.37% 9,040 $2.7M Add +0.1%
TSLA Tesla Inc. 0.34% 5,840 $2.5M Add +51.9%
STX Seagate Technology Holdings 0.31% 2,377 $2.3M Reduce -6.9%
IBB iShares Biotechnology ETF 0.30% 11,454 $2.2M Add +109.9%
CAT Caterpillar Inc. 0.29% 2,019 $2.2M Reduce -12.1%
XLC SS Comm Select Sector SPDR 0.26% 17,520 $1.9M Add +5.1%
FDXF FedEx Freight Holding Co. 0.25% 11,848 $1.8M Add +31.5%
SYK Stryker Corp. 0.23% 5,188 $1.7M Reduce -12.3%
DBJP Xtrackers MSCI Japan Hedged 0.21% 13,547 $1.6M Add +2.7%
IYJ iShares U.S. Industrials ETF 0.20% 8,640 $1.4M Reduce -37.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.19% 29,947 $1.4M Add +15.1%
PSI Invesco Semiconductors ETF 0.18% 7,147 $1.3M Add +0.0%
SPIB SS SPDR P Int C Corp. ETF 0.18% 39,891 $1.3M Add +9.2%
DBEZ Xtrackers MSCI Eurozone Hedg 0.17% 19,748 $1.2M Add +2.5%
FTSM First Trust Enh Short Mat FD 0.16% 19,434 $1.2M Add +0.6%
WMT Walmart Inc. 0.15% 9,962 $1.1M Reduce -2.0%
IYE iShares U.S. Energy ETF 0.15% 19,268 $1.1M No change
DBEF Xtrackers MSCI Eafe Hedged E 0.15% 19,856 $1.1M Add +2.9%
QMCO Quantum Corp. 0.13% 90,274 $961K New
GOVT iShares US Treasury Bond ETF 0.13% 40,253 $917K Add +6.0%
SPLB SS SPDR P Long Term C ETF 0.12% 38,514 $863K Add +12.8%
MS Morgan Stanley 0.12% 4,094 $856K No change
ITA iShares U.S. Aerospace & Def 0.12% 3,484 $845K Reduce -3.6%
IYC iShares US Consumer Discreti 0.11% 8,275 $837K Reduce -21.4%
IYT iShares US Transportation Et 0.11% 9,269 $804K Reduce -17.7%
CSCO Cisco Systems Inc. 0.11% 6,720 $789K Reduce -14.9%
IGE iShares North American Natur 0.10% 13,082 $735K Add +132.3%
IAU iShares Gold Trust 0.10% 9,461 $714K Reduce -7.6%
QQQ Invesco QQQ Trust Series 1 0.10% 959 $706K Reduce -87.2%
FXO First Trust Financial Alphad 0.09% 11,065 $691K Reduce -4.6%
AXP American Express Co. 0.09% 2,043 $691K Add +1.0%
EMB iShares JP Morgan Usd Emergi 0.09% 6,877 $663K Add +10.8%
PPA Invesco Aerospace & Defense 0.09% 3,727 $658K Add +0.2%
VEA Vanguard Ftse Developed ETF 0.09% 9,235 $658K Reduce -0.7%
IDGT iShares US DGTL Infra & R/E 0.09% 5,460 $654K New
IYZ iShares US Telecommunication 0.09% 14,983 $634K Reduce -42.8%
XLF SS Financial Select Sector 0.08% 11,213 $601K No change
IONQ Ionq Inc. 0.08% 16,379 $597K New
ITOT iShares Core S&P Total U.S. 0.08% 3,510 $577K No change
VWOB Vanguard Emerg MKTS Gov BND 0.08% 8,566 $576K Add +5.1%
IWP iShares Russell Mid-Cap Grow 0.08% 3,909 $572K No change
AVDE Avantis International Equity 0.08% 6,310 $563K Reduce -5.3%
FTHI Fthi/First Trust Exchange-TR 0.08% 23,597 $563K Add +58.7%
ARQQ Arqit Quantum Inc. 0.07% 31,394 $538K New
JEPI JPMorgan Equity Premium Inco 0.07% 9,312 $526K Reduce -1.6%
IYM iShares U.S. Basic Materials 0.07% 2,885 $518K New
IWO iShares Russell 2000 Growth 0.07% 1,311 $516K Reduce -0.2%
ITB iShares U.S. Home Constructi 0.07% 4,930 $515K Reduce -1.4%
QUBT Quantum Computing Inc. 0.07% 62,978 $510K New
AIRR First Trust Rba American Ind 0.07% 3,762 $501K Reduce -3.1%
QBTS D-Wave Quantum Inc. 0.07% 27,395 $495K New
RGTI Rigetti Computing Inc. 0.07% 32,624 $488K New
EIS iShares MSCI Israel ETF 0.06% 3,837 $463K Reduce -4.0%
PKB Invesco Building & Construct 0.06% 4,047 $454K Add +10.8%
DE Deere & Co. 0.06% 701 $445K New
IAK iShares U.S. Insurance ETF 0.06% 3,152 $443K Reduce -1.9%
PTF Invesco Dorsey Wright Tech 0.06% 3,149 $429K Reduce -5.8%
EWI iShares MSCI Italy ETF 0.06% 7,068 $419K Reduce -23.3%
BOXX Alpha Architect 1-3 MNTH Box 0.06% 3,519 $412K Add +14.8%
XTN SS SPDR S&P Transport ETF 0.05% 3,425 $396K No change
EPOL iShares MSCI Poland ETF 0.05% 9,797 $378K Reduce -21.4%
SMH Vaneck Semiconductor ETF 0.05% 566 $371K No change
VWO Vanguard Ftse Emerging Marke 0.05% 6,057 $362K Reduce -0.3%
IGLB iShares 10+ Year Inv GR Corp. 0.05% 7,196 $360K Reduce -0.3%
KO The Coca-Cola Co. 0.05% 4,411 $358K Reduce -14.7%
MCD McDonald's Corp. 0.05% 1,326 $358K Add +1.0%
ADBE Adobe Inc. 0.05% 1,710 $351K Reduce -2.5%
FEMB First Trust Emerging Markets 0.05% 11,923 $348K Add +2.3%
VOO Vanguard S&P 500 ETF 0.05% 490 $337K Reduce -28.7%
PBD Invesco Global Clean Energy 0.05% 17,089 $335K New
SLV iShares Silver Trust 0.04% 6,143 $328K Reduce -22.2%
LGOV First TR Long Duration O-ETF 0.04% 15,061 $322K Add +5.2%
IVV iShares Core S&P 500 ETF 0.04% 423 $317K Reduce -93.7%
XYL Xylem Inc. 0.04% 2,630 $311K Reduce -29.6%
EPU iShares MSCI Peru and Global 0.04% 3,712 $310K Reduce -8.6%
IYH iShares U.S. Healthcare ETF 0.04% 4,540 $304K No change
VTI VG Morningstar TS MKT ETF-US 0.04% 820 $303K Reduce -2.4%
HYLS FT Tactical High Yield ETF 0.04% 7,181 $292K Add +38.5%
XLP SS Consumer Staples Sel Sect 0.04% 3,464 $288K Reduce -7.3%
SO The Southern Co. 0.04% 3,001 $287K No change
EWY iShares MSCI South Korea ETF 0.04% 1,409 $284K New
KNCT Invesco Next Gen Connectivit 0.04% 1,336 $282K New
CVX Chevron Corp. 0.04% 1,624 $269K Reduce -11.9%
IGHG Proshares Ig Hedged 0.04% 3,356 $263K Reduce -18.4%
FTCB FT Core Investment Grade ETF 0.04% 12,572 $262K New
EXPE Expedia Group Inc. 0.04% 1,000 $256K New
ISPY Proshares S&P High Incom ETF 0.03% 5,171 $249K Reduce -47.4%
PXE Invesco Energy Exploration 0.03% 7,027 $238K New
GARY Mango Growth ETF 0.03% 8,350 $232K New
BABA Alibaba Group Holding-SP ADR 0.03% 2,410 $231K Reduce -15.4%
VLO Valero Energy Corp. 0.03% 850 $221K New
HYHG Proshares High Yield Interes 0.03% 3,270 $212K Reduce -22.1%
ASPI Asp Isotopes Inc. 0.01% 12,000 $75K New
DOMH Dominari Holdings Inc. 0.01% 13,954 $44K New

Portfolio Sells Q1 2026 → Q2 2026
FWONA Liberty Media Corp. Class A Sold out 0.00% −3.29
MU Micron Technology Inc. Sold out 0.00% −3.06
CMCSA Comcast Corp. Class A Sold out 0.00% −1.92
FWONK Liberty Media Corp. Class C Sold out 0.00% −1.09
LBRDK Liberty Broadband-C Sold out 0.00% −1.03
NVDA Nvidia Corp. Reduce -15.6% 2.06% −0.88
GLIBK Liberty Capital Corp. Class C Sold out 0.00% −0.79
IVV iShares Core S&P 500 ETF Reduce -93.7% 0.04% −0.77
WDIV St STR SPD S&P Glo Div-US Inc. Sold out 0.00% −0.74
JPIN JPM Diversified Ret Intl Eq Sold out 0.00% −0.73
SCHD Schwab US DVD Equity ETF Sold out 0.00% −0.73
QQQ Invesco QQQ Trust Series 1 Reduce -87.2% 0.10% −0.72
AMD Advanced Micro Devices Reduce -57.4% 1.86% −0.66
LRCX Lam Research Corp. Reduce -45.7% 1.64% −0.65
LIN Linde PLC Sold out 0.00% −0.64
NXPI NXP Semiconductors NV Sold out 0.00% −0.56
SPY SS SPDR S&P 500 ETF Trust-US Reduce -30.4% 0.67% −0.47
LLY Eli Lilly & Co. Reduce -2.1% 2.19% −0.47
AWK American Water Works Co. Inc. Reduce -13.6% 0.95% −0.47
IGV iShares Expanded Tech-Softwa Reduce -23.8% 0.42% −0.41
IYF iShares US Financials ETF Reduce -21.4% 0.44% −0.29
LLYVK Liberty Media Corp.-Liberty-C Sold out 0.00% −0.26
LLYVA Liberty Media Corp.-Liberty-A Sold out 0.00% −0.21
ESN Essential 40 Stock ETF Reduce -0.1% 1.61% −0.19
BAC Bank of America Corp. Reduce -19.6% 0.38% −0.17
IYJ iShares U.S. Industrials ETF Reduce -37.0% 0.20% −0.16
DHR Danaher Corp. Sold out 0.00% −0.16
BATRK Atlanta Braves Holdings in-C Sold out 0.00% −0.15
XLI SS Industrial Select Sector Reduce -18.7% 0.44% −0.15
SYK Stryker Corp. Reduce -12.3% 0.23% −0.14
IDU iShares US Utilities ETF Sold out 0.00% −0.13
IGM iShares Expanded Tech Sector Reduce -10.4% 0.86% −0.12
EQIX Equinix Inc. Reduce -15.2% 0.74% −0.11
TRV The Travelers Cos Inc. Reduce -17.1% 0.43% −0.09
MGM MGM Resorts International Sold out 0.00% −0.08
CTVA Corteva Inc. Sold out 0.00% −0.08
IYC iShares US Consumer Discreti Reduce -21.4% 0.11% −0.08
ASML ASML Holding NV-NY Reg SHS Reduce -18.1% 1.94% −0.08
TIDAL TRUST II Sold out 0.00% −0.07
IYZ iShares US Telecommunication Reduce -42.8% 0.09% −0.07
IYW iShares Ustechnology ETF Reduce -12.2% 0.41% −0.07
IYG iShares U.S. Financial Servi Sold out 0.00% −0.07
IWR iShares Russell Mid-Cap ETF Reduce -1.3% 0.44% −0.06
ADBE Adobe Inc. Reduce -2.5% 0.05% −0.06
HWM Howmet Aerospace Inc. Reduce -17.1% 0.43% −0.06
PNQI Invesco Nasdaq Internet ETF Sold out 0.00% −0.06
IYY iShares Dow Jones U.S. ETF Sold out 0.00% −0.06
IAU iShares Gold Trust Reduce -7.6% 0.10% −0.05
XYL Xylem Inc. Reduce -29.6% 0.04% −0.05
WMT Walmart Inc. Reduce -2.0% 0.15% −0.05

Portfolio Buys Q1 2026 → Q2 2026
MA Mastercard Inc. Class A Add +3272.2% 1.92% +1.84
PANW Palo Alto Networks Inc. Add +34.5% 3.37% +1.60
UNH Unitedhealth Group Inc. Add +278.0% 2.16% +1.57
PLTR Palantir Technologies Inc. Class A New 1.32% +1.32
NOW ServiceNow Inc. New 1.31% +1.31
SPCX Space Exploration Techn Class A New 1.18% +1.18
CRWD CrowdStrike Holdings Inc. Class A New 1.13% +1.13
MSFT Microsoft Corp. Add +155.8% 2.66% +1.11
ANET Arista Networks Inc. New 0.89% +0.89
AMZN Amazon.com Inc. Add +110.7% 1.98% +0.86
V Visa Inc. Class A Add +128.3% 1.83% +0.80
COST Costco Wholesale Corp. Add +122.4% 1.69% +0.79
NEM Newmont Corp. New 0.78% +0.78
ISRG Intuitive Surgical Inc. New 0.69% +0.69
PSUS Pershing Square USA Ltd. New 0.61% +0.61
NFLX Netflix Inc. Add +2591.2% 0.59% +0.55
GOOGL Alphabet Inc. Class A Add +53.1% 1.95% +0.50
MPC Marathon Petroleum Corp. Add +28.2% 1.39% +0.50
META Meta Platforms Inc. Class A Add +107.6% 1.64% +0.43
VRT Vertiv Holdings Co. Class A New 0.43% +0.43
DAL Delta Air Lines Inc. Add +38.6% 1.36% +0.42
MAS Masco Corp. Add +56.9% 1.17% +0.41
KLAC KLA Corp. Add +17.3% 1.48% +0.39
ORCL Oracle Corp. Add +137.0% 1.63% +0.37
EPD Enterprise Products Partners Add +53.1% 1.13% +0.30
SYY Sysco Corp. Add +51.2% 1.11% +0.27
XOM Exxon Mobil Corp. Add +34.3% 1.16% +0.18
PFE Pfizer Inc. Add +66.3% 0.91% +0.18
VZ Verizon Communications Inc. Add +48.3% 1.00% +0.16
IBB iShares Biotechnology ETF Add +109.9% 0.30% +0.14
DUK Duke Energy Corp. Add +37.1% 1.06% +0.13
QMCO Quantum Corp. New 0.13% +0.13
FDX FedEx Corp. Add +32.4% 1.02% +0.10
CB Chubb Ltd. Add +30.1% 1.13% +0.10
WM Waste Management Inc. Add +40.0% 1.06% +0.09
IDGT iShares US DGTL Infra & R/E New 0.09% +0.09
PSI Invesco Semiconductors ETF Add +0.0% 0.18% +0.08
IONQ Ionq Inc. New 0.08% +0.08
FCX Freeport-McMoran Inc. Add +12.5% 1.07% +0.08
ARQQ Arqit Quantum Inc. New 0.07% +0.07
IYM iShares U.S. Basic Materials New 0.07% +0.07
CVS CVS Health Corp. Add +5.4% 1.26% +0.07
QUBT Quantum Computing Inc. New 0.07% +0.07
QBTS D-Wave Quantum Inc. New 0.07% +0.07
RGTI Rigetti Computing Inc. New 0.07% +0.07
LMT Lockheed Martin Corp. Add +32.5% 0.92% +0.07
ADP Automatic Data Processing Add +60.9% 0.86% +0.06
DE Deere & Co. New 0.06% +0.06
IGE iShares North American Natur Add +132.3% 0.10% +0.05
PBD Invesco Global Clean Energy New 0.05% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 169$729.9MPANW, INTC, MSFT, LLY, UNH
Q1 2026 168$563.2MFWONA, MU, NVDA, LLY, AMD
Q4 2025 170$563.3MFWONA, MU, NVDA, LLY, AMD
Q3 2025 139$318.0MMETA, AAPL, ESN, MSFT, ORCL
Q2 2025 153$287.6MMETA, SPY, ESN, AAPL, MSFT
Q1 2025 148$236.5MESN, META, AAPL, SPY, MSFT
Q4 2024 150$239.9MAAPL, META, ESN, SPY, IGM
Q3 2024 141$202.1MAAPL, META, SPY, MSFT, SOXX
Q2 2024 146$210.9MAAPL, SOXX, META, SPY, MSFT
Q1 2024 144$205.1MAAPL, SOXX, SPY, MSFT, IYT