Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

  • $2.74 Billion
  • Q1 2025

Kcm Investment Advisors LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.74 Billion distributed in 362 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $199M, Technology Sector Spdr with a value of $147M, Microsoft Corp with a value of $114M, Costco Wholesale Corp with a value of $111M, and Select Sector Spdr Tr Communic with a value of $65.1M.

Examining the 13F form we can see an decrease of $115M in the current position value, from $2.85B to 2.74B.

Kcm Investment Advisors LLC is based out at Greenbrae, CA

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

Portfolio value $2.74 Billion
ETFs: $951 Million
Technology: $431 Million
Industrials: $253 Million
Consumer Defensive: $237 Million
Financial Services: $206 Million
Consumer Cyclical: $200 Million
Healthcare: $187 Million
Communication Services: $95.7 Million
Other: $179 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$199 Million 7.27% of portfolio
895,992
Q1 2025 Reduced 2.53%
$0
$147 Million 5.36% of portfolio
711,704
Q1 2025 Added 2.74%
$3.51T
$114 Million 4.16% of portfolio
303,805
Q1 2025 Reduced 1.92%
$446B
$111 Million 4.04% of portfolio
117,133
Q1 2025 Reduced 2.25%
$0
$65.1 Million 2.38% of portfolio
674,811
Q1 2025 Added 4.54%
$2.22T
$64.1 Million 2.34% of portfolio
336,914
Q1 2025 Reduced 1.17%
$0
$61 Million 2.23% of portfolio
222,056
Q1 2025 Added 0.17%
$606B
$54.7 Million 2.0% of portfolio
155,977
Q1 2025 Reduced 2.86%
$281B
$54.3 Million 1.98% of portfolio
324,424
Q1 2025 Reduced 2.93%
$131B
$54.1 Million 1.97% of portfolio
176,954
Q1 2025 Reduced 2.62%
$264B
$50.6 Million 1.85% of portfolio
576,205
Q1 2025 Reduced 1.5%
$377B
$50.4 Million 1.84% of portfolio
137,476
Q1 2025 Added 5.35%
$0
$49.4 Million 1.8% of portfolio
338,414
Q1 2025 Added 5.48%
$0
$47.1 Million 1.72% of portfolio
238,548
Q1 2025 Added 5.32%
$96B
$44.7 Million 1.63% of portfolio
192,940
Q1 2025 Reduced 0.94%
$788B
$44.5 Million 1.63% of portfolio
181,477
Q1 2025 Added 1.79%
$993B
$43 Million 1.57% of portfolio
278,209
Q1 2025 Reduced 1.93%
$0
$42.5 Million 1.55% of portfolio
78,440
Q1 2025 Added 8.15%
$0
$41.6 Million 1.52% of portfolio
348,157
Q1 2025 Added 1.74%
$359B
$41.1 Million 1.5% of portfolio
379,011
Q1 2025 Reduced 1.59%
$0
$39.7 Million 1.45% of portfolio
267,652
Q1 2025 Added 5.17%
$386B
$34.5 Million 1.26% of portfolio
202,363
Q1 2025 Reduced 4.8%
$0
$33.9 Million 1.24% of portfolio
258,694
Q1 2025 Added 2.02%
$97.7B
$33.7 Million 1.23% of portfolio
99,893
Q1 2025 Reduced 1.43%
$0
$33 Million 1.21% of portfolio
353,448
Q1 2025 Reduced -0.0%
$409B
$33.2 Million 1.21% of portfolio
200,081
Q1 2025 Reduced 4.71%
$0
$31.2 Million 1.14% of portfolio
410,786
Q1 2025 Reduced 2.04%
$767B
$31.2 Million 1.14% of portfolio
37,750
Q1 2025 Added 0.88%
$101B
$29.4 Million 1.07% of portfolio
210,285
Q1 2025 Added 4.23%
$0
$28.7 Million 1.05% of portfolio
108,506
Q1 2025 Added 3.5%
$157B
$28 Million 1.02% of portfolio
89,959
Q1 2025 Reduced 1.24%
$0
$27.1 Million 0.99% of portfolio
83,293
Q1 2025 Added 3.71%
$0
$25.2 Million 0.92% of portfolio
45,073
Q1 2025 Reduced 0.78%
$143B
$24.8 Million 0.91% of portfolio
349,960
Q1 2025 Reduced 1.21%
$221B
$23.9 Million 0.87% of portfolio
76,541
Q1 2025 Reduced 3.76%
$1.1T
$23.4 Million 0.85% of portfolio
149,918
Q1 2025 Reduced 0.12%
$0
$20.8 Million 0.76% of portfolio
84,001
Q1 2025 Added 0.4%
$0
$20.3 Million 0.74% of portfolio
43,373
Q1 2025 Added 0.75%
$76.8B
$18.7 Million 0.68% of portfolio
73,632
Q1 2025 Reduced 2.44%
$235B
$18.5 Million 0.68% of portfolio
139,782
Q1 2025 Reduced 2.17%
$19.6B
$18.5 Million 0.67% of portfolio
54,292
Q1 2025 Added 262.87%
$189B
$17.2 Million 0.63% of portfolio
52,222
Q1 2025 Reduced 2.95%
$335B
$15.9 Million 0.58% of portfolio
75,681
Q1 2025 Reduced 3.06%
$648B
$15.5 Million 0.56% of portfolio
29,049
Q1 2025 Reduced 0.79%
$147B
$15.1 Million 0.55% of portfolio
73,588
Q1 2025 Reduced 7.87%
$362B
$15.1 Million 0.55% of portfolio
361,810
Q1 2025 Reduced 6.97%
$0
$13.1 Million 0.48% of portfolio
59,996
Q1 2025 Added 1.94%
$62.5B
$13.2 Million 0.48% of portfolio
44,627
Q1 2025 Reduced 1.41%
$185B
$12.9 Million 0.47% of portfolio
283,297
Q1 2025 Reduced 4.66%

Summary

  • Portfolio
  • No. of Stocks 362
  • Current Value $2.74 Billion
  • Prior Value $2.85 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 192 stocks
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