Kcm Investment Advisors LLC Purchases in Q1 2025

Kcm Investment Advisors LLC

  • $2.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSL
Carlisle Companies Inc

Industrials
39.3K
+ 262.87%
$326.43 - $408.24 $12.8M - $16.1M
54.3K $18.5M
XLV
Select Sector Spdr Fund Health

ETFs
17.6K
+ 5.48%
$137.61 - $149.68 $2.42M - $2.63M
338K $49.4M
VRT
Vertiv Holdings CO

Industrials
36.1K
+ 82.25%
N/A
79.9K $6.92M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
14.6K
+ 365.13%
$211.47 - $267.17 $3.1M - $3.91M
18.6K $3.94M
XLC
Select Sector Spdr Tr Communic

ETFs
29.3K
+ 4.54%
$94.84 - $105.31 $2.78M - $3.09M
675K $65.1M
LLY
Eli Lilly & CO

Healthcare
331
+ 0.88%
$725.72 - $929.72 $240K - $308K
37.8K $31.2M
VHT
Vanguard Health Care ETF

ETFs
3.67K
+ 3.5%
$254.06 - $273.83 $933K - $1.01M
109K $28.7M
JPM
Jpmorgan Chase & CO

Financial Services
3.2K
+ 1.79%
$225.19 - $279.95 $720K - $895K
181K $44.5M
BLDR
Builders First Source, Inc.

Industrials
13.8K
New
$122.8 - $173.51 $1.7M - $2.4M
13.8K $1.73M
CW
Curtiss Wright Corp

Industrials
4.52K
New
$304.82 - $384.07 $1.38M - $1.74M
4.52K $1.43M
VFH
Vanguard Financial ETF

ETFs
5.95K
+ 1.74%
$114.07 - $127.34 $678K - $757K
348K $41.6M
XLU
Utilities Sector Spdr

ETFs
8.78K
+ 7.41%
$74.7 - $80.27 $656K - $705K
127K $10M
SOXX
Ishares Semiconductor ETF

ETFs
5.8K
+ 159.31%
$188.17 - $235.81 $1.09M - $1.37M
9.44K $1.78M
MAS
Masco Corp

Industrials
12K
New
$68.67 - $81.85 $825K - $983K
12K $835K
VDC
Vanguard Consumer Staples ETF

ETFs
1.14K
+ 1.94%
$206.54 - $226.16 $236K - $258K
60K $13.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
12.2K
+ 12.16%
$39.18 - $43.52 $480K - $533K
113K $4.73M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
67
+ 3.79%
$1187.71 - $1432.58 $79.6K - $96K
1.84K $2.63M
XLI
Industrial Sector Spdr

ETFs
5.12K
+ 2.02%
$128.78 - $141.67 $659K - $725K
259K $33.9M
ELV
Elevance Health, Inc.

Healthcare
239
+ 4.55%
$365.9 - $436.25 $87.5K - $104K
5.49K $2.39M
SO
Southern CO

Utilities
1.5K
+ 4.8%
$80.96 - $92.96 $121K - $139K
32.7K $3.01M
MNDY
Monday.Com Ltd.

Technology
1.46K
+ 103.48%
$213.0 - $327.92 $311K - $478K
2.87K $697K
VPU
Vanguard Utilities ETF

ETFs
534
+ 1.48%
$161.24 - $173.33 $86.1K - $92.6K
36.7K $6.27M
LHX
L3 Harris Technologies, Inc.

Industrials
1.7K
+ 7.43%
$194.65 - $222.86 $331K - $379K
24.6K $5.14M
IBM
International Business Machines Corp

Technology
289
+ 3.24%
$217.4 - $264.74 $62.8K - $76.5K
9.21K $2.29M
SCCO
Southern Copper Corp

Basic Materials
1.56K
+ 2.23%
$85.92 - $101.48 $134K - $158K
71.5K $6.68M
MCK
Mckesson Corp

Healthcare
267
+ 21.57%
$566.21 - $672.99 $151K - $180K
1.51K $1.01M
RTX
Raytheon Technologies Corp

Industrials
255
+ 1.71%
$114.1 - $135.66 $29.1K - $34.6K
15.2K $2.01M
VOX
Vanguard Communication Service

ETFs
13.2K
+ 5.17%
$147.73 - $169.24 $1.95M - $2.23M
268K $39.7M
VTV
Vanguard Value ETF

ETFs
1.63K
New
$167.73 - $179.21 $273K - $291K
1.63K $280K
IWM
Ishares Russell 2000 ETF

ETFs
2.22K
+ 29.28%
$198.1 - $229.79 $439K - $509K
9.78K $1.95M
XLB
Select Sector Spdr Fd Material

ETFs
998
+ 0.98%
$83.19 - $90.99 $83K - $90.8K
103K $8.82M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.8K
New
$18.36 - $20.51 $253K - $283K
13.8K $272K
ALL
Allstate Corp

Financial Services
391
+ 3.16%
$180.99 - $210.18 $70.8K - $82.2K
12.8K $2.64M
CSCO
Cisco Systems, Inc.

Technology
382
+ 0.41%
$58.74 - $64.87 $22.4K - $24.8K
93.1K $5.75M
GILD
Gilead Sciences, Inc.

Healthcare
714
+ 8.04%
$89.14 - $117.41 $63.6K - $83.8K
9.6K $1.08M
DDOG
Datadog, Inc.

Technology
3.3K
+ 165.0%
$98.68 - $151.89 $326K - $501K
5.3K $525K
NFLX
Netflix Inc

Communication Services
213
+ 30.52%
$828.4 - $1058.6 $176K - $225K
911 $849K
HSY
Hershey CO

Consumer Defensive
1.33K
New
$144.74 - $186.36 $193K - $248K
1.33K $227K
TTE
Total Energies Se

Energy
3.3K
New
N/A
3.3K $226K
WELL
Welltower Inc.

Real Estate
1.46K
New
$124.05 - $156.86 $180K - $228K
1.46K $222K
CTRA
Coterra Energy Inc.

Energy
7.72K
New
$25.51 - $29.83 $197K - $230K
7.72K $222K
COF
Capital One Financial Corp

Financial Services
1.22K
New
$163.87 - $209.82 $199K - $255K
1.22K $218K
CSGP
Costar Group, Inc.

Real Estate
2.72K
New
$69.29 - $80.37 $188K - $219K
2.72K $215K
BAX
Baxter International Inc

Healthcare
6.02K
New
$29.26 - $36.57 $176K - $220K
6.02K $206K
CME
Cme Group Inc.

Financial Services
771
New
$225.82 - $266.54 $174K - $206K
771 $204K
BP
Bp PLC

Energy
6K
New
$29.93 - $35.31 $180K - $212K
6K $202K
GE
General Electric CO

Industrials
138
+ 2.93%
$168.59 - $212.13 $23.3K - $29.3K
4.85K $969K
NUE
Nucor Corp

Basic Materials
1.25K
+ 14.4%
$114.48 - $142.52 $143K - $177K
9.89K $1.19M
DUK
Duke Energy Corp

Utilities
541
+ 7.33%
$105.87 - $121.97 $57.3K - $66K
7.92K $966K
Activity Summary
Buys All Purchases 112 New Holdings 15 Increased Positions 97 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 0
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