Kcm Investment Advisors LLC Reduced Holdings in Q1 2025

Kcm Investment Advisors LLC

  • $2.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMRC
Bank Of Marin Bancorp

Financial Services
-1.06K
- 10.26%
$21.97 - $25.93 $23.2K - $27.4K
9.24K $203K
WDAY
Workday, Inc.

Technology
-28
- 2.0%
$233.53 - $277.82 $6.54K - $7.78K
1.38K $321K
NSC
Norfolk Southern Corp

Industrials
-177
- 10.63%
$227.69 - $259.76 $40.3K - $46K
1.49K $352K
PSA
Public Storage

Real Estate
-122
- 8.51%
$288.99 - $313.98 $35.3K - $38.3K
1.31K $392K
CMCSA
Comcast Corp

Communication Services
-627
- 2.81%
$33.19 - $38.23 $20.8K - $24K
21.7K $799K
UL
Unilever PLC

Consumer Defensive
-1.99K
- 6.53%
$54.72 - $60.29 $109K - $120K
28.5K $1.7M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-242
- 3.21%
$55.97 - $64.13 $13.5K - $15.5K
7.3K $410K
JWN
Nordstrom Inc

Consumer Cyclical
-1.52K
- 7.12%
$24.01 - $24.46 $36.4K - $37.1K
19.8K $482K
MDT
Medtronic PLC

Healthcare
-1.93K
- 13.45%
$79.84 - $94.5 $154K - $182K
12.4K $1.11M
PFF
Ishares Trust Ishares Pfd And

ETFs
-338
- 1.31%
$30.73 - $32.26 $10.4K - $10.9K
25.5K $783K
CLF
Cleveland Cliffs Inc.

Basic Materials
-792
- 4.78%
$8.22 - $12.02 $6.51K - $9.52K
15.8K $129K
CNI
Canadian National Railway CO

Industrials
-157
- 7.1%
$95.46 - $106.79 $15K - $16.8K
2.06K $200K
F
Ford Motor CO

Consumer Cyclical
-2.82K
- 9.25%
$9.12 - $10.43 $25.7K - $29.4K
27.7K $277K
WFC
Wells Fargo & Company

Financial Services
-1.23K
- 2.89%
$66.78 - $81.42 $82.1K - $100K
41.2K $2.96M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9
- 0.88%
$302.31 - $337.54 $2.72K - $3.04K
1.01K $310K
INTU
Intuit Inc

Technology
-3
- 0.41%
$555.63 - $630.23 $1.67K - $1.89K
736 $451K
FNDX
Schwab Fundamental U S Large C

ETFs
-378
- 0.87%
$23.03 - $25.01 $8.71K - $9.45K
43K $1.02M
ESS
Essex Property Trust, Inc.

Real Estate
-35
- 2.73%
N/A
1.25K $339K
TD
Toronto Dominion Bank

Financial Services
-740
- 13.54%
$53.12 - $61.15 $39.3K - $45.3K
4.73K $283K
AWK
American Water Works Company, Inc.

Utilities
-359
- 17.43%
$121.01 - $149.31 $43.4K - $53.6K
1.7K $250K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-191
- 1.39%
$126.11 - $135.06 $24.1K - $25.8K
13.5K $1.75M
C
Citigroup Inc

Financial Services
-145
- 1.89%
$67.23 - $84.63 $9.75K - $12.3K
7.54K $535K
KMI
Kinder Morgan, Inc.

Energy
-837
- 4.85%
$26.1 - $31.22 $21.8K - $26.1K
16.4K $468K
TJX
Tjx Companies Inc

Consumer Cyclical
-50
- 1.08%
$112.81 - $126.16 $5.64K - $6.31K
4.59K $558K
IYH
Ishares Tr

ETFs
-185
- 4.82%
$58.32 - $62.76 $10.8K - $11.6K
3.65K $222K
Blackrock Inc
-24
- 0.99%
N/A
2.4K $0
Ge Vernova Inc
-43
- 3.03%
N/A
1.38K $0
Atlassian Corporation
-470
- 10.96%
N/A
3.82K $0
Linde PLC
-401
- 2.68%
N/A
14.6K $0
NEEPRR
Nextera Energy Inc Corporate U
-5.18K
- 13.29%
N/A
33.8K $0
Te Connectivity PLC
-4.04K
- 35.57%
N/A
7.31K $0
Labcorp Holdings Inc
-434
- 1.33%
N/A
32.1K $0
DGRO
Ishares Core Dividend Growth E

ETFs
-300
- 0.72%
$60.46 - $64.42 $18.1K - $19.3K
41.2K $2.55M
PAYX
Paychex Inc

Industrials
-250
- 8.53%
$136.06 - $154.52 $34K - $38.6K
2.68K $413K
SHW
Sherwin Williams CO

Basic Materials
-130
- 2.36%
$330.16 - $365.55 $42.9K - $47.5K
5.37K $1.88M
PLD
Prologis, Inc.

Real Estate
-1.13K
- 5.17%
$103.59 - $124.04 $117K - $140K
20.7K $2.31M
AZN
Astrazeneca PLC

Healthcare
-475
- 9.3%
$65.37 - $77.96 $31.1K - $37K
4.64K $340K
ENB
Enbridge Inc

Energy
-170
- 2.14%
$41.54 - $45.45 $7.06K - $7.73K
7.79K $344K
MKC
Mccormick & CO Inc

Consumer Defensive
-2.36K
- 6.95%
$71.24 - $84.73 $168K - $200K
31.6K $2.6M
OTIS
Otis Worldwide Corp

Industrials
-45
- 1.78%
$90.77 - $104.01 $4.08K - $4.68K
2.49K $256K
ES
Eversource Energy

Utilities
-50
- 0.83%
$55.63 - $63.8 $2.78K - $3.19K
5.94K $369K
EPD
Enterprise Products Partners L.P.

Energy
-1.32K
- 4.96%
$31.75 - $34.14 $42K - $45.1K
25.3K $864K
PSX
Phillips 66

Energy
-125
- 2.64%
$113.93 - $131.55 $14.2K - $16.4K
4.6K $568K
APD
Air Products & Chemicals, Inc.

Basic Materials
-638
- 1.41%
$283.24 - $338.07 $181K - $216K
44.6K $13.2M
VRSK
Verisk Analytics, Inc.

Industrials
-150
- 4.01%
$268.63 - $301.33 $40.3K - $45.2K
3.59K $1.07M
PPL
Ppl Corp

Utilities
-7.61K
- 8.66%
$31.68 - $36.11 $241K - $275K
80.3K $2.9M
ED
Consolidated Edison Inc

Utilities
-189
- 5.55%
$88.0 - $110.59 $16.6K - $20.9K
3.22K $355K
MO
Altria Group, Inc.

Consumer Defensive
-250
- 2.7%
$50.81 - $60.02 $12.7K - $15K
9K $539K
WMB
Williams Companies, Inc.

Energy
-1.57K
- 5.58%
$54.02 - $61.09 $85K - $96.2K
26.6K $1.59M
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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