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
CCI
Crown Castle International Corp

Real Estate
-1.77K
- 5.41%
$94.83 - $107.06 $168K - $189K
30.9K $3.18M
PLD
Prologis, Inc.

Real Estate
-653
- 3.16%
$89.76 - $112.34 $58.6K - $73.4K
20K $2.1M
SPGI
S&P Global Inc.

Financial Services
-861
- 6.61%
$438.31 - $527.29 $377K - $454K
12.2K $6.41M
ALB
Albemarle Corp

Basic Materials
-1.82K
- 19.9%
$50.76 - $72.25 $92.6K - $132K
7.34K $460K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.12K
- 35.13%
$97.68 - $121.38 $207K - $257K
3.91K $473K
AZO
Autozone Inc

Consumer Cyclical
-15
- 1.29%
$3478.38 - $3880.15 $52.2K - $58.2K
1.15K $4.27M
BDX
Becton Dickinson & CO

Healthcare
-386
- 20.85%
$165.15 - $226.42 $63.7K - $87.4K
1.47K $252K
XLP
Consumer Staples Sector Spdr

ETFs
-2.25K
- 0.55%
N/A
409K $31.1M
ENPH
Enphase Energy, Inc.

Technology
-284
- 4.28%
$34.56 - $62.52 $9.82K - $17.8K
6.35K $251K
USB
Us Bancorp \De\

Financial Services
-4.98K
- 19.85%
$36.4 - $45.76 $181K - $228K
20.1K $908K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-10.9K
- 3.85%
$10.78 - $11.28 $118K - $123K
273K $3.04M
SWK
Stanley Black & Decker, Inc.

Industrials
-699
- 7.67%
$55.86 - $76.98 $39K - $53.8K
8.41K $569K
WEC
Wec Energy Group, Inc.

Utilities
-342
- 1.71%
$102.24 - $109.76 $35K - $37.5K
19.7K $2.05M
COIN
Coinbase Global, Inc.

Technology
-1.31K
- 69.42%
$151.47 - $375.07 $199K - $492K
578 $202K
DOV
Dover Corp

Industrials
-717
- 31.35%
$151.14 - $186.7 $108K - $134K
1.57K $287K
EPD
Enterprise Products Partners L.P.

Energy
-779
- 3.08%
$28.95 - $34.22 $22.6K - $26.7K
24.5K $761K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-749
- 0.79%
$121.58 - $136.74 $91.1K - $102K
93.8K $12.7M
EIX
Edison International

Utilities
-880
- 18.25%
$48.32 - $59.92 $42.5K - $52.7K
3.94K $203K
ITW
Illinois Tool Works Inc

Industrials
-289
- 3.16%
$218.41 - $252.43 $63.1K - $73K
8.84K $2.19M
AEP
American Electric Power CO Inc

Utilities
-376
- 5.56%
$98.59 - $109.11 $37.1K - $41K
6.39K $662K
F
Ford Motor CO

Consumer Cyclical
-9K
- 32.5%
$8.69 - $10.85 $78.2K - $97.6K
18.7K $202K
MMM
3 M CO

Industrials
-1.2K
- 6.04%
$126.09 - $154.15 $151K - $184K
18.6K $2.83M
AFL
Aflac Inc

Financial Services
-389
- 6.79%
$99.77 - $112.45 $38.8K - $43.7K
5.34K $563K
CTAS
Cintas Corp

Industrials
-2.95K
- 8.77%
$190.11 - $227.66 $560K - $671K
30.7K $6.83M
FRT
Federal Realty Investment Trust

Real Estate
-650
- 18.57%
$83.56 - $99.08 $54.3K - $64.4K
2.85K $270K
OXY
Occidental Petroleum Corp

Energy
-538
- 9.4%
$36.11 - $49.33 $19.4K - $26.5K
5.19K $217K
FISV
Fiserv Inc

Technology
-470
- 18.78%
N/A
2.03K $254K
EVRG
Evergy, Inc.

Utilities
-784
- 19.34%
$64.06 - $69.64 $50.2K - $54.6K
3.27K $225K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-755
- 15.49%
$63.54 - $68.5 $48K - $51.7K
4.12K $277K
CVS
Cvs Health Corp

Healthcare
-936
- 6.45%
$60.04 - $70.18 $56.2K - $65.7K
13.6K $936K
KRE
Spdr S&P Regional Banking ETF

ETFs
-925
- 19.03%
$48.81 - $59.48 $45.1K - $55K
3.94K $233K
QCOM
Qualcomm Inc

Technology
-1.69K
- 4.15%
$124.66 - $159.48 $210K - $269K
38.9K $6.2M
ED
Consolidated Edison Inc

Utilities
-49
- 1.52%
$98.05 - $113.3 $4.8K - $5.55K
3.17K $317K
AMT
American Tower Corp

Real Estate
-201
- 9.68%
$203.96 - $228.19 $41K - $45.9K
1.88K $414K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.16K
- 4.54%
$29.0 - $30.68 $33.6K - $35.5K
24.4K $747K
BIIB
Biogen Inc.

Healthcare
-20
- 0.7%
$113.38 - $135.49 $2.27K - $2.71K
2.82K $354K
XYL
Xylem Inc.

Industrials
-760
- 11.64%
$102.86 - $129.5 $78.2K - $98.4K
5.77K $746K
T
At&T Inc.

Communication Services
-2.19K
- 4.69%
$26.33 - $28.94 $57.7K - $63.4K
44.5K $1.29M
AJG
Arthur J. Gallagher & Co.

Financial Services
-8
- 0.73%
$310.86 - $348.77 $2.49K - $2.79K
1.08K $346K
AON
Aon PLC

Financial Services
-7
- 1.15%
$335.85 - $398.81 $2.35K - $2.79K
602 $214K
INTC
Intel Corp

Technology
-859
- 3.7%
$18.13 - $22.69 $15.6K - $19.5K
22.3K $500K
AWK
American Water Works Company, Inc.

Utilities
-75
- 4.41%
$133.82 - $151.96 $10K - $11.4K
1.63K $226K
AZN
Astrazeneca PLC

Healthcare
-104
- 2.24%
$64.87 - $75.0 $6.75K - $7.8K
4.53K $316K
PSX
Phillips 66

Energy
-40
- 0.87%
$92.87 - $125.73 $3.71K - $5.03K
4.56K $544K
VAW
Vanguard Materials ETF

ETFs
-1.34K
- 3.39%
$163.82 - $196.64 $220K - $264K
38.2K $7.45M
A
Agilent Technologies, Inc.

Healthcare
-220
- 3.97%
$99.29 - $120.52 $21.8K - $26.5K
5.32K $627K
TD
Toronto Dominion Bank

Financial Services
-1.12K
- 23.59%
$55.71 - $73.45 $62.1K - $81.9K
3.61K $265K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.63K
- 3.94%
$55.22 - $63.94 $89.7K - $104K
39.6K $2.53M
CI
Cigna Corp

Healthcare
-50
- 2.32%
$301.89 - $340.04 $15.1K - $17K
2.1K $694K
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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