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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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