Kc Investment Advisors, LLC Portfolio Holdings

Kc Investment Advisors, LLC

  • $268 Million
  • Q2 2025

Kc Investment Advisors, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $268 Million distributed in 163 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 $68.4M, Vanguard Growth ETF with a value of $17.7M, Ishares Core S&P 500 ETF with a value of $17M, Spdr Portfolio Intermediate Te with a value of $8.89M, and Ishares Tr with a value of $7.92M.

Examining the 13F form we can see an decrease of $149M in the current position value, from $416M to 268M.

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 $268 Million
ETFs: $173 Million
Technology: $20.2 Million
Financial Services: $20 Million
Consumer Cyclical: $12.2 Million
Consumer Defensive: $8.77 Million
Communication Services: $7.63 Million
Healthcare: $6.76 Million
Energy: $6.23 Million
Other: $11 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.4 Million 25.57% of portfolio
120,451
Q2 2025 Reduced 51.63%
$0
$17.7 Million 6.62% of portfolio
40,437
Q2 2025 Reduced 52.16%
$0
$17 Million 6.36% of portfolio
27,421
Q2 2025 Reduced 22.32%
$0
$8.89 Million 3.32% of portfolio
264,848
Q2 2025 Reduced 38.64%
$0
$7.92 Million 2.96% of portfolio
94,886
Q2 2025 Reduced 36.65%
$3.91T
$5.16 Million 1.93% of portfolio
10,366
Q2 2025 Reduced 49.9%
$611B
$4.83 Million 1.81% of portfolio
9,950
Q2 2025 Reduced 55.4%
$1.01T
$4.52 Million 1.69% of portfolio
14,237
Q2 2025 Reduced 49.93%
$447B
$4.03 Million 1.51% of portfolio
25,522
Q2 2025 Reduced 49.59%
$0
$4.03 Million 1.5% of portfolio
22,022
Q2 2025 Reduced 11.59%
$0
$3.22 Million 1.2% of portfolio
59,211
Q2 2025 Reduced 16.91%
$3.43T
$3.21 Million 1.2% of portfolio
15,625
Q2 2025 Reduced 48.91%
$0
$3.2 Million 1.2% of portfolio
131,035
Q2 2025 Reduced 50.77%
$2.26T
$3.12 Million 1.17% of portfolio
14,235
Q2 2025 Reduced 49.32%
$0
$3.09 Million 1.15% of portfolio
30,643
Q2 2025 Added 441.01%
$0
$3.08 Million 1.15% of portfolio
12,976
Q2 2025 Reduced 51.48%
$0
$2.94 Million 1.1% of portfolio
9,660
Q2 2025 Reduced 56.28%
$122B
$2.91 Million 1.09% of portfolio
10,567
Q2 2025 Reduced 64.79%
$855B
$2.91 Million 1.09% of portfolio
10,041
Q2 2025 Added 0.61%
$0
$2.75 Million 1.03% of portfolio
20,715
Q2 2025 Reduced 39.23%
$0
$2.66 Million 0.99% of portfolio
57,444
Q2 2025 Reduced 33.64%
$0
$2.55 Million 0.95% of portfolio
32,867
Q2 2025 New
$555B
$2.28 Million 0.85% of portfolio
6,413
Q2 2025 Reduced 0.71%
$281B
$2.21 Million 0.83% of portfolio
22,633
Q2 2025 Reduced 50.55%
$0
$2.04 Million 0.76% of portfolio
43,972
Q2 2025 Reduced 26.98%
$71.5B
$1.94 Million 0.72% of portfolio
30,866
Q2 2025 Reduced 50.24%
$0
$1.86 Million 0.7% of portfolio
25,613
Q2 2025 Reduced 52.06%
$0
$1.7 Million 0.63% of portfolio
28,305
Q2 2025 Reduced 52.39%
$226B
$1.57 Million 0.59% of portfolio
5,376
Q2 2025 Added 1.11%
$196B
$1.54 Million 0.58% of portfolio
53,273
Q2 2025 Reduced 49.31%
$0
$1.32 Million 0.49% of portfolio
4,955
Q2 2025 New
$22.8B
$1.29 Million 0.48% of portfolio
5,797
Q2 2025 Reduced 4.56%
$543B
$1.28 Million 0.48% of portfolio
2,272
Q2 2025 Added 0.8%
$1.72T
$1.28 Million 0.48% of portfolio
1,739
Q2 2025 Added 3.82%
$1.11B
$1.26 Million 0.47% of portfolio
38,428
Q2 2025 New
$259B
$1.26 Million 0.47% of portfolio
6,944
Q2 2025 Reduced 1.96%
$168B
$1.22 Million 0.46% of portfolio
2,252
Q2 2025 Added 41.64%
$429B
$1.18 Million 0.44% of portfolio
1,191
Q2 2025 Reduced 0.25%
$1.74B
$1.19 Million 0.44% of portfolio
75,000
Q2 2025 Reduced 50.0%
$284B
$1.15 Million 0.43% of portfolio
16,546
Q2 2025 Reduced 49.26%
$0
$1.15 Million 0.43% of portfolio
26,621
Q2 2025 Reduced 46.44%
$113B
$1.14 Million 0.42% of portfolio
19,381
Q2 2025 Reduced 49.82%
$114B
$1.09 Million 0.41% of portfolio
2,359
Q2 2025 Added 0.17%
$0
$1.04 Million 0.39% of portfolio
18,189
Q2 2025 Reduced 48.71%
$298B
$1.01 Million 0.38% of portfolio
4,253
Q2 2025 Reduced 10.2%
$194B
$1.01 Million 0.38% of portfolio
7,651
Q2 2025 Added 3.28%
$33.6B
$1.01 Million 0.38% of portfolio
12,382
Q2 2025 Reduced 48.39%
$362B
$1.02 Million 0.38% of portfolio
6,418
Q2 2025 Added 1.58%
$396B
$996,000 0.37% of portfolio
2,719
Q2 2025 Reduced 0.18%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $268 Million
  • Prior Value $416 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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