Kc Investment Advisors, LLC Reduced Holdings in Q3 2025

Kc Investment Advisors, LLC

  • $325 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.36K
- 33.72%
$459.11 - $506.91 $1.54M - $1.7M
6.6K $3.32M
ISRG
Intuitive Surgical Inc

Healthcare
-1.66K
- 73.58%
$433.66 - $544.47 $719K - $902K
595 $266K
AVGO
Broadcom Inc.

Technology
-3.88K
- 36.76%
$264.74 - $369.57 $1.03M - $1.44M
6.68K $2.2M
V
Visa Inc.

Financial Services
-976
- 15.22%
$332.09 - $358.86 $324K - $350K
5.44K $1.86M
SPGI
S&P Global Inc.

Financial Services
-480
- 50.9%
$484.94 - $564.15 $233K - $271K
463 $225K
TT
Trane Technologies PLC

Industrials
-492
- 22.81%
$398.96 - $472.54 $196K - $232K
1.67K $702K
CME
Cme Group Inc.

Financial Services
-804
- 42.23%
$258.83 - $287.1 $208K - $231K
1.1K $297K
EOG
Eog Resources Inc

Energy
-1.25K
- 32.7%
$112.12 - $126.1 $140K - $158K
2.57K $288K
PWR
Quanta Services, Inc.

Industrials
-494
- 32.78%
$372.29 - $421.68 $184K - $208K
1.01K $419K
CTAS
Cintas Corp

Industrials
-229
- 3.95%
$199.29 - $226.27 $45.6K - $51.8K
5.57K $1.14M
UNH
Unitedhealth Group Inc

Healthcare
-539
- 27.91%
$237.77 - $353.61 $128K - $191K
1.39K $480K
ADBE
Adobe Inc.

Technology
-220
- 17.86%
$333.65 - $392.1 $73.4K - $86.3K
1.01K $356K
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 3.78%
$915.95 - $994.57 $41.2K - $44.8K
1.15K $1.06M
NEE
Nextera Energy Inc

Utilities
-1.97K
- 23.5%
$69.77 - $77.54 $138K - $153K
6.43K $485K
XOM
Exxon Mobil Corp

Energy
-1.04K
- 23.9%
$105.83 - $117.22 $110K - $122K
3.32K $374K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.22K
- 8.34%
$42.75 - $43.37 $94.9K - $96.2K
24.4K $1.06M
PH
Parker Hannifin Corp

Industrials
-177
- 25.39%
$697.13 - $769.67 $123K - $136K
520 $394K
ROP
Roper Technologies Inc

Industrials
-25
- 3.06%
$495.03 - $573.0 $12.4K - $14.3K
793 $395K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-3.32K
- 26.13%
$21.15 - $22.45 $70.3K - $74.6K
9.39K $209K
HD
Home Depot, Inc.

Consumer Cyclical
-410
- 15.08%
$357.4 - $423.42 $147K - $174K
2.31K $935K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-563
- 12.34%
$100.16 - $100.7 $56.4K - $56.7K
4K $402K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-42
- 6.25%
$366.54 - $479.53 $15.4K - $20.1K
630 $246K
SNPS
Synopsys Inc

Technology
-75
- 11.56%
$387.78 - $645.35 $29.1K - $48.4K
574 $283K
LLY
Eli Lilly & CO

Healthcare
-56
- 15.82%
$625.65 - $812.69 $35K - $45.5K
298 $227K
TMUS
T Mobile Us, Inc.

Communication Services
-211
- 4.96%
$226.02 - $259.01 $47.7K - $54.7K
4.04K $967K
ZTS
Zoetis Inc.

Healthcare
-68
- 2.98%
$141.13 - $159.19 $9.6K - $10.8K
2.21K $323K
MA
Mastercard Inc

Financial Services
-80
- 3.52%
$550.18 - $598.96 $44K - $47.9K
2.19K $1.25M
MET
Metlife Inc

Financial Services
-301
- 8.3%
$73.82 - $82.37 $22.2K - $24.8K
3.32K $273K
NXPI
Nxp Semiconductors N.V.

Technology
-100
- 7.11%
$205.16 - $239.07 $20.5K - $23.9K
1.31K $297K
FITB
Fifth Third Bancorp

Financial Services
-807
- 10.99%
$40.91 - $46.28 $33K - $37.3K
6.53K $291K
PEG
Public Service Enterprise Group Inc

Utilities
-68
- 2.36%
$79.99 - $90.14 $5.44K - $6.13K
2.82K $234K
VBR
Vanguard Small Cap Value ETF

ETFs
-111
- 9.87%
$195.41 - $212.37 $21.7K - $23.6K
1.01K $211K
COF
Capital One Financial Corp

Financial Services
-18
- 1.09%
$207.29 - $229.74 $3.73K - $4.14K
1.63K $346K
Vanguard Malvern Fds
-1.42K
- 1.59%
N/A
87.4K $0
VOT
Vanguard Mid Cap Growth Index

ETFs
-80
- 3.23%
$282.75 - $294.19 $22.6K - $23.5K
2.4K $705K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-48
- 1.23%
$50.73 - $52.47 $2.44K - $2.52K
3.86K $201K
VB
Vanguard Small Cap ETF

ETFs
-41
- 4.75%
$237.58 - $259.17 $9.74K - $10.6K
823 $209K
CINF
Cincinnati Financial Corp

Financial Services
-59
- 2.77%
$145.8 - $158.1 $8.6K - $9.33K
2.07K $327K
VXF
Vanguard Extended Market ETF

ETFs
-30
- 2.71%
$193.58 - $213.07 $5.81K - $6.39K
1.08K $225K
ETR
Entergy Corp

Utilities
-236
- 6.73%
$80.93 - $93.55 $19.1K - $22.1K
3.27K $304K
MGV
Vanguard Mega Cap Value

ETFs
-65
- 1.69%
$129.46 - $137.85 $8.41K - $8.96K
3.78K $520K
AEP
American Electric Power CO Inc

Utilities
-49
- 1.72%
$103.26 - $115.0 $5.06K - $5.64K
2.8K $314K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-189
- 1.44%
$23.82 - $25.84 $4.5K - $4.88K
12.9K $332K
VEA
Vanguard Ftse Developed Market

ETFs
-179
- 0.98%
$56.02 - $60.3 $10K - $10.8K
18K $1.08M
KLAC
Kla Corp

Technology
-4
- 1.41%
$843.9 - $1078.6 $3.38K - $4.31K
279 $300K
TJX
Tjx Companies Inc

Consumer Cyclical
-66
- 2.17%
$121.35 - $144.54 $8.01K - $9.54K
2.97K $429K
NOC
Northrop Grumman Corp

Industrials
-56
- 5.99%
$498.9 - $609.32 $27.9K - $34.1K
879 $535K
SPYG
Spdr Portfolio

ETFs
-71
- 0.72%
$94.33 - $105.31 $6.7K - $7.48K
9.74K $1.02M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-76
- 4.44%
$404.94 - $499.99 $30.8K - $38K
1.64K $793K
Activity Summary
Buys All Purchases 105 New Holdings 16 Increased Positions 89 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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