Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

  • $3.05 Billion
  • Q3 2025

Kcm Investment Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.05 Billion distributed in 383 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $223M, Technology Sector Spdr with a value of $194M, Microsoft Corp with a value of $155M, Costco Wholesale Corp with a value of $107M, and Amazon Com Inc with a value of $73.5M.

Examining the 13F form we can see an increase of $120M in the current position value, from $2.93B to 3.05B.

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 $3.05 Billion
ETFs: $1.06 Billion
Technology: $555 Million
Industrials: $265 Million
Financial Services: $244 Million
Consumer Defensive: $230 Million
Consumer Cyclical: $214 Million
Healthcare: $168 Million
Communication Services: $135 Million
Other: $180 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.38T
$223 Million 7.32% of portfolio
876,885
Q3 2025 Reduced 0.56%
$0
$194 Million 6.38% of portfolio
689,908
Q3 2025 Reduced 0.77%
$3.8T
$155 Million 5.09% of portfolio
299,807
Q3 2025 Added 0.13%
$409B
$107 Million 3.52% of portfolio
116,010
Q3 2025 Added 0.04%
$2.39T
$73.5 Million 2.41% of portfolio
334,715
Q3 2025 Added 0.75%
$474B
$70.3 Million 2.3% of portfolio
376,523
Q3 2025 Added 0.59%
$891B
$69.1 Million 2.27% of portfolio
219,025
Q3 2025 Added 9.27%
$1.65T
$67.3 Million 2.21% of portfolio
276,710
Q3 2025 Added 0.42%
$0
$64.5 Million 2.11% of portfolio
544,529
Q3 2025 Reduced 24.11%
$0
$62.4 Million 2.05% of portfolio
83,638
Q3 2025 Added 1.47%
$0
$60 Million 1.97% of portfolio
250,492
Q3 2025 Reduced 0.26%
$278B
$58.9 Million 1.93% of portfolio
571,444
Q3 2025 Added 0.38%
$371B
$56.4 Million 1.85% of portfolio
139,147
Q3 2025 Added 0.61%
$540B
$52.5 Million 1.72% of portfolio
153,799
Q3 2025 Reduced 0.2%
$105B
$50.8 Million 1.66% of portfolio
172,936
Q3 2025 Reduced 0.52%
$0
$50.5 Million 1.66% of portfolio
269,219
Q3 2025 Added 0.11%
$0
$47.3 Million 1.55% of portfolio
339,841
Q3 2025 Reduced 6.08%
$0
$47.2 Million 1.55% of portfolio
876,740
Q3 2025 Reduced 2.1%
$85.9B
$42.2 Million 1.38% of portfolio
191,131
Q3 2025 Added 0.04%
$96.9B
$41.3 Million 1.35% of portfolio
97,833
Q3 2025 Reduced 0.03%
$0
$40 Million 1.31% of portfolio
259,582
Q3 2025 Reduced 0.44%
$100B
$37.7 Million 1.24% of portfolio
220,787
Q3 2025 Added 2.81%
$1.69T
$36.8 Million 1.21% of portfolio
151,147
Q3 2025 Added 2.11%
$0
$35.6 Million 1.17% of portfolio
108,382
Q3 2025 Reduced 50.84%
$512B
$35.2 Million 1.15% of portfolio
189,675
Q3 2025 Reduced 1.92%
$0
$35.1 Million 1.15% of portfolio
58,422
Q3 2025 Reduced 1.31%
$0
$34.2 Million 1.12% of portfolio
86,340
Q3 2025 Added 0.91%
$0
$31.2 Million 1.02% of portfolio
410,556
Q3 2025 Added 0.49%
$0
$30.7 Million 1.01% of portfolio
343,427
Q3 2025 Reduced 2.81%
$0
$29.4 Million 0.96% of portfolio
44,073
Q3 2025 Added 0.96%
$350B
$29.1 Million 0.95% of portfolio
189,276
Q3 2025 Reduced 2.07%
$165B
$27.6 Million 0.91% of portfolio
366,065
Q3 2025 Added 5.09%
$0
$26.8 Million 0.88% of portfolio
204,281
Q3 2025 Reduced 40.59%
$0
$25.7 Million 0.84% of portfolio
86,872
Q3 2025 Added 0.49%
$180B
$25.1 Million 0.82% of portfolio
88,794
Q3 2025 Reduced 1.16%
$292B
$23.9 Million 0.79% of portfolio
50,176
Q3 2025 Reduced 2.46%
$226B
$23.1 Million 0.76% of portfolio
76,072
Q3 2025 Reduced 0.35%
$139B
$22.3 Million 0.73% of portfolio
67,670
Q3 2025 Added 1.93%
$15.9B
$20.5 Million 0.67% of portfolio
62,329
Q3 2025 Added 3.96%
$73.7B
$19.8 Million 0.65% of portfolio
72,439
Q3 2025 Reduced 0.48%
$229B
$19.9 Million 0.65% of portfolio
148,678
Q3 2025 Added 1.18%
$974B
$19 Million 0.62% of portfolio
24,936
Q3 2025 Added 13.98%
$422B
$18.8 Million 0.61% of portfolio
363,493
Q3 2025 Reduced 0.32%
$411B
$17.7 Million 0.58% of portfolio
76,340
Q3 2025 Reduced 0.11%
$161B
$16.9 Million 0.56% of portfolio
15,692
Q3 2025 Added 0.15%
$0
$14.5 Million 0.48% of portfolio
55,804
Q3 2025 Reduced 47.08%
$662B
$14.5 Million 0.47% of portfolio
28,765
Q3 2025 Added 1.38%
$161B
$13.9 Million 0.45% of portfolio
69,974
Q3 2025 Reduced 2.54%
$0
$13.1 Million 0.43% of portfolio
93,711
Q3 2025 Reduced 0.05%

Summary

  • Portfolio
  • No. of Stocks 383
  • Current Value $3.05 Billion
  • Prior Value $2.93 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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