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 Market Cap. of Under $50 Millions

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

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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