Kc Investment Advisors, LLC Portfolio Holdings

Kc Investment Advisors, LLC

  • $416 Million
  • Q1 2025

Kc Investment Advisors, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $416 Million distributed in 210 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $128M, Vanguard Growth ETF with a value of $31.3M, Ishares Core S&P 500 ETF with a value of $19.8M, Spdr Portfolio Intermediate Te with a value of $14.3M, and Berkshire Hathaway Inc Class B with a value of $11.9M.

Examining the 13F form we can see an increase of $178M in the current position value, from $238M to 416M.

Kc Investment Advisors, LLC is based out at Wichita, KS

Below you can find more details about Kc Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $416 Million
ETFs: $280 Million
Technology: $29.8 Million
Financial Services: $28.5 Million
Consumer Cyclical: $19.2 Million
Consumer Defensive: $12.4 Million
Communication Services: $11.5 Million
Energy: $10.3 Million
Healthcare: $8.75 Million
Other: $12.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$128 Million 30.75% of portfolio
249,022
Q1 2025 Added 102.38%
$0
$31.3 Million 7.52% of portfolio
84,522
Q1 2025 Added 98.11%
$0
$19.8 Million 4.77% of portfolio
35,302
Q1 2025 Added 135.36%
$0
$14.3 Million 3.45% of portfolio
431,626
Q1 2025 Added 118.1%
$694B
$11.9 Million 2.85% of portfolio
22,310
Q1 2025 Added 82.06%
$0
$11.3 Million 2.72% of portfolio
149,780
Q1 2025 Added 223.28%
$0
$8.02 Million 1.93% of portfolio
36,174
Q1 2025 Added 81.61%
$2.95T
$7.77 Million 1.87% of portfolio
20,692
Q1 2025 Added 101.46%
$891B
$7.37 Million 1.77% of portfolio
28,432
Q1 2025 Added 141.13%
$3.42T
$6.79 Million 1.63% of portfolio
30,586
Q1 2025 Added 98.86%
$0
$6.04 Million 1.45% of portfolio
22,096
Q1 2025 Added 95.83%
$0
$5.84 Million 1.4% of portfolio
266,142
Q1 2025 Added 86.39%
$271B
$5.49 Million 1.32% of portfolio
50,632
Q1 2025 Added 150.29%
$1.88T
$5.34 Million 1.28% of portfolio
28,090
Q1 2025 Added 97.03%
$957B
$5.18 Million 1.25% of portfolio
33,524
Q1 2025 Added 100.6%
$0
$5.15 Million 1.24% of portfolio
26,746
Q1 2025 Added 102.74%
$0
$4.53 Million 1.09% of portfolio
34,090
Q1 2025 Added 96.73%
$0
$4.26 Million 1.02% of portfolio
24,910
Q1 2025 Added 198.65%
$264B
$4.02 Million 0.97% of portfolio
45,774
Q1 2025 Added 94.14%
$0
$3.99 Million 0.96% of portfolio
86,560
Q1 2025 Added 44.57%
$71.4B
$3.71 Million 0.89% of portfolio
62,030
Q1 2025 Added 107.25%
$0
$3.49 Million 0.84% of portfolio
53,426
Q1 2025 Added 92.68%
$0
$3.47 Million 0.83% of portfolio
71,260
Q1 2025 Added 161.57%
$0
$3.36 Million 0.81% of portfolio
59,458
Q1 2025 Added 7.43%
$0
$3.3 Million 0.79% of portfolio
159,404
Q1 2025 Added 506.17%
$197B
$2.97 Million 0.71% of portfolio
105,086
Q1 2025 Added 102.4%
$0
$2.77 Million 0.67% of portfolio
60,222
Q1 2025 New
$718B
$2.45 Million 0.59% of portfolio
9,980
Q1 2025 Added 2.33%
$36.7B
$2.38 Million 0.57% of portfolio
23,992
Q1 2025 Added 116.61%
$106B
$2.32 Million 0.56% of portfolio
38,620
Q1 2025 Added 116.49%
$565B
$2.26 Million 0.54% of portfolio
6,459
Q1 2025 Reduced 2.56%
$16.2B
$2.17 Million 0.52% of portfolio
40,760
Q1 2025 Added 112.05%
$0
$2.11 Million 0.51% of portfolio
49,702
Q1 2025 Added 107.99%
$237B
$2.01 Million 0.48% of portfolio
32,608
Q1 2025 Added 109.48%
$18.5B
$1.94 Million 0.47% of portfolio
23,042
Q1 2025 Added 128.59%
$1.47B
$1.91 Million 0.46% of portfolio
150,000
Q1 2025 Added 100.0%
$0
$1.82 Million 0.44% of portfolio
35,462
Q1 2025 Added 66.66%
$0
$1.76 Million 0.42% of portfolio
21,994
Q1 2025 Added 88.85%
$385B
$1.76 Million 0.42% of portfolio
3,360
Q1 2025 Reduced 0.12%
$0
$1.65 Million 0.4% of portfolio
20,898
Q1 2025 Added 96.71%
$235B
$1.66 Million 0.4% of portfolio
5,317
Q1 2025 Added 6.38%
$0
$1.57 Million 0.38% of portfolio
30,928
Q1 2025 Added 92.69%
$0
$1.6 Million 0.38% of portfolio
30,782
Q1 2025 Added 135.52%
$0
$1.54 Million 0.37% of portfolio
69,618
Q1 2025 Added 125.75%
$9.14B
$1.45 Million 0.35% of portfolio
38,190
Q1 2025 Added 113.02%
$0
$1.32 Million 0.32% of portfolio
57,640
Q1 2025 Added 121.64%
$161B
$1.32 Million 0.32% of portfolio
22,142
Q1 2025 Added 139.37%
$0
$1.35 Million 0.32% of portfolio
64,474
Q1 2025 Added 132.46%
$4B
$1.34 Million 0.32% of portfolio
28,456
Q1 2025 Added 161.5%

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $416 Million
  • Prior Value $238 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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