Kcm Investment Advisors LLC Reduced Holdings in Q2 2025

Kcm Investment Advisors LLC

  • $2.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-14.2K
- 1.59%
$172.42 - $223.89 $2.45M - $3.18M
882K $181M
LLY
Eli Lilly & CO

Healthcare
-15.9K
- 42.05%
$713.71 - $898.95 $11.3M - $14.3M
21.9K $17.1M
CVX
Chevron Corp

Energy
-8.76K
- 2.7%
$133.73 - $168.51 $1.17M - $1.48M
316K $45.2M
UPS
United Parcel Service Inc

Industrials
-32.2K
- 36.29%
$91.92 - $110.2 $2.96M - $3.55M
56.6K $5.71M
PG
Procter & Gamble CO

Consumer Defensive
-9.09K
- 4.49%
$157.66 - $172.39 $1.43M - $1.57M
193K $30.8M
JNJ
Johnson & Johnson

Healthcare
-6.7K
- 3.35%
$146.36 - $159.82 $980K - $1.07M
193K $29.5M
UNH
Unitedhealth Group Inc

Healthcare
-2.89K
- 23.29%
$274.35 - $599.47 $792K - $1.73M
9.5K $2.96M
UNP
Union Pacific Corp

Industrials
-13.3K
- 50.04%
$208.27 - $238.46 $2.77M - $3.17M
13.3K $3.06M
XLE
Energy Sector Spdr

ETFs
-89
- 0.03%
$76.44 - $94.13 $6.8K - $8.38K
353K $30M
AMGN
Amgen Inc

Healthcare
-124
- 0.14%
$262.28 - $309.85 $32.5K - $38.4K
89.8K $25.1M
SBUX
Starbucks Corp

Consumer Cyclical
-9.22K
- 7.0%
$79.69 - $99.41 $735K - $917K
122K $11.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-676
- 2.33%
$483.48 - $539.8 $327K - $365K
28.4K $13.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-204
- 0.27%
$285.55 - $321.23 $58.3K - $65.5K
76.3K $22.3M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.5K
- 1.69%
$126.84 - $145.22 $190K - $218K
87K $11.2M
VDE
Vanguard Energy ETF

ETFs
-4.98K
- 8.46%
$105.87 - $130.56 $527K - $650K
53.9K $6.42M
CLX
Clorox CO

Consumer Defensive
-465
- 1.16%
$118.01 - $148.69 $54.9K - $69.1K
39.5K $4.74M
SRE
Sempra Energy

Utilities
-13.9K
- 70.58%
$63.78 - $78.91 $888K - $1.1M
5.81K $439K
WM
Waste Management Inc

Industrials
-1.89K
- 0.98%
$216.47 - $242.1 $410K - $458K
191K $43.7M
IWM
Ishares Russell 2000 ETF

ETFs
-5.13K
- 52.45%
$174.82 - $215.79 $897K - $1.11M
4.65K $1M
DHR
Danaher Corp

Healthcare
-1.79K
- 2.43%
$174.64 - $205.16 $313K - $367K
71.8K $14.2M
NKE
Nike, Inc.

Consumer Cyclical
-25.4K
- 21.17%
$53.27 - $72.04 $1.35M - $1.83M
94.6K $6.72M
APD
Air Products & Chemicals, Inc.

Basic Materials
-899
- 2.01%
$248.61 - $294.96 $224K - $265K
43.7K $12.3M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-498
- 1.54%
$90.21 - $112.66 $44.9K - $56.1K
31.9K $2.91M
ACN
Accenture PLC

Technology
-1.36K
- 5.17%
$279.23 - $323.21 $379K - $439K
24.9K $7.44M
ISRG
Intuitive Surgical Inc

Healthcare
-1.68K
- 50.38%
$451.58 - $565.94 $757K - $949K
1.65K $897K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.13K
- 2.78%
$210.83 - $235.28 $237K - $265K
39.4K $8.74M
MRK
Merck & Co., Inc.

Healthcare
-1.11K
- 1.92%
$73.47 - $87.12 $81.4K - $96.5K
56.6K $4.48M
VZ
Verizon Communications Inc

Communication Services
-2.29K
- 0.81%
$41.67 - $45.62 $95.3K - $104K
281K $12.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-905
- 9.56%
$225.56 - $335.19 $204K - $303K
8.56K $2.03M
NEE
Nextera Energy Inc

Utilities
-1.61K
- 0.46%
$64.11 - $75.0 $103K - $121K
348K $24.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-106
- 1.71%
$390.26 - $489.06 $41.4K - $51.8K
6.1K $2.47M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-6.68K
- 35.84%
$179.95 - $278.88 $1.2M - $1.86M
12K $3.34M
IBB
Ishares Biotechnology ETF

ETFs
-4.43K
- 22.72%
$112.02 - $129.0 $496K - $571K
15.1K $1.91M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-6.29K
- 3.5%
$20.83 - $25.75 $131K - $162K
173K $4.06M
ADP
Automatic Data Processing Inc

Industrials
-3.12K
- 1.76%
$276.76 - $326.81 $863K - $1.02M
174K $53.6M
MA
Mastercard Inc

Financial Services
-885
- 22.69%
$479.92 - $590.74 $425K - $523K
3.02K $1.69M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.67K
- 2.4%
$24.32 - $27.87 $114K - $130K
190K $5.03M
PEP
Pepsico Inc

Consumer Defensive
-732
- 4.66%
$128.02 - $151.37 $93.7K - $111K
15K $1.98M
ROST
Ross Stores, Inc.

Consumer Cyclical
-2.84K
- 7.95%
$126.62 - $154.26 $360K - $439K
32.9K $4.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.47K
- 2.49%
$79.79 - $91.42 $197K - $226K
97K $8.64M
BMY
Bristol Myers Squibb CO

Healthcare
-269
- 1.27%
$44.12 - $59.6 $11.9K - $16K
20.9K $966K
ELV
Elevance Health, Inc.

Healthcare
-142
- 2.59%
$372.27 - $452.69 $52.9K - $64.3K
5.35K $2.08M
SHW
Sherwin Williams CO

Basic Materials
-735
- 13.69%
$313.51 - $363.51 $230K - $267K
4.64K $1.59M
TGT
Target Corp

Consumer Defensive
-1.99K
- 20.07%
$88.76 - $105.77 $177K - $210K
7.92K $781K
COP
Conocophillips

Energy
-1.22K
- 13.13%
$82.66 - $106.1 $101K - $129K
8.06K $722K
PPL
Ppl Corp

Utilities
-1.88K
- 2.34%
$33.45 - $36.5 $62.8K - $68.5K
78.4K $2.66M
PFE
Pfizer Inc

Healthcare
-4.19K
- 3.38%
$21.59 - $24.84 $90.4K - $104K
120K $2.9M
MAS
Masco Corp

Industrials
-2.69K
- 22.42%
$58.73 - $71.06 $158K - $191K
9.32K $599K
MKC
Mccormick & CO Inc

Consumer Defensive
-371
- 1.17%
$71.11 - $82.25 $26.4K - $30.5K
31.2K $2.37M
Activity Summary
Buys All Purchases 161 New Holdings 30 Increased Positions 131 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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