Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

  • $2.93 Billion
  • Q2 2025

Kcm Investment Advisors LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.93 Billion distributed in 378 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $181M, Technology Sector Spdr with a value of $176M, Microsoft Corp with a value of $149M, Costco Wholesale Corp with a value of $115M, and Select Sector Spdr Tr Communic with a value of $77.9M.

Examining the 13F form we can see an increase of $190M in the current position value, from $2.74B to 2.93B.

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 $2.93 Billion
ETFs: $1.07 Billion
Technology: $486 Million
Industrials: $270 Million
Consumer Defensive: $239 Million
Financial Services: $226 Million
Consumer Cyclical: $204 Million
Healthcare: $157 Million
Communication Services: $105 Million
Other: $168 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$181 Million 6.18% of portfolio
881,786
Q2 2025 Reduced 1.59%
$3.95T
$149 Million 5.08% of portfolio
299,432
Q2 2025 Reduced 1.44%
$439B
$115 Million 3.92% of portfolio
115,963
Q2 2025 Reduced 1.0%
$2.26T
$72.9 Million 2.49% of portfolio
332,233
Q2 2025 Reduced 1.39%
$456B
$59.1 Million 2.02% of portfolio
374,313
Q2 2025 Reduced 1.24%
$859B
$58.1 Million 1.98% of portfolio
200,446
Q2 2025 Added 10.45%
$281B
$55.7 Million 1.9% of portfolio
569,305
Q2 2025 Reduced 1.2%
$551B
$54.7 Million 1.87% of portfolio
154,101
Q2 2025 Reduced 1.2%
$124B
$53.6 Million 1.83% of portfolio
173,834
Q2 2025 Reduced 1.76%
$405B
$50.7 Million 1.73% of portfolio
138,308
Q2 2025 Added 0.61%
$1.21T
$48.6 Million 1.66% of portfolio
275,545
Q2 2025 Reduced 0.96%
$302B
$45.2 Million 1.54% of portfolio
315,662
Q2 2025 Reduced 2.7%
$95.6B
$43.7 Million 1.49% of portfolio
191,047
Q2 2025 Reduced 0.98%
$102B
$42.8 Million 1.46% of portfolio
97,866
Q2 2025 Reduced 2.03%
$123B
$32.1 Million 1.1% of portfolio
214,753
Q2 2025 Added 2.12%
$368B
$30.8 Million 1.05% of portfolio
193,272
Q2 2025 Reduced 4.49%
$1.24T
$26.3 Million 0.9% of portfolio
148,019
Q2 2025 Reduced 1.27%
$152B
$25.1 Million 0.86% of portfolio
89,835
Q2 2025 Reduced 0.14%
$141B
$24.2 Million 0.83% of portfolio
348,351
Q2 2025 Reduced 0.46%
$19.9B
$22.4 Million 0.76% of portfolio
59,957
Q2 2025 Added 10.43%
$222B
$22.3 Million 0.76% of portfolio
76,337
Q2 2025 Reduced 0.27%
$218B
$20 Million 0.68% of portfolio
51,441
Q2 2025 Reduced 1.5%
$229B
$20 Million 0.68% of portfolio
146,946
Q2 2025 Added 5.13%
$78.8B
$19.6 Million 0.67% of portfolio
72,791
Q2 2025 Reduced 1.14%
$127B
$18.3 Million 0.62% of portfolio
66,388
Q2 2025 Reduced 3.04%
$381B
$17.3 Million 0.59% of portfolio
364,645
Q2 2025 Added 0.78%
$608B
$17.1 Million 0.58% of portfolio
21,877
Q2 2025 Reduced 42.05%
$150B
$14.2 Million 0.48% of portfolio
71,797
Q2 2025 Reduced 2.43%
$133B
$14 Million 0.48% of portfolio
15,669
Q2 2025 Reduced 1.01%
$351B
$14.2 Million 0.48% of portfolio
76,427
Q2 2025 Added 0.99%
$621B
$13.8 Million 0.47% of portfolio
28,373
Q2 2025 Reduced 2.33%
$182B
$12.2 Million 0.42% of portfolio
281,011
Q2 2025 Reduced 0.81%
$64.2B
$12.3 Million 0.42% of portfolio
43,728
Q2 2025 Reduced 2.01%
$35.6B
$11.6 Million 0.39% of portfolio
200,811
Q2 2025 Reduced 0.59%
$108B
$11.2 Million 0.38% of portfolio
122,496
Q2 2025 Reduced 7.0%
$45.1B
$11.2 Million 0.38% of portfolio
87,025
Q2 2025 Reduced 1.69%
$152B
$8.74 Million 0.3% of portfolio
39,412
Q2 2025 Reduced 2.78%
$179B
$8.56 Million 0.29% of portfolio
93,776
Q2 2025 Reduced 1.35%
$162B
$8.38 Million 0.29% of portfolio
45,756
Q2 2025 Reduced 0.32%
$150B
$7.44 Million 0.25% of portfolio
24,891
Q2 2025 Reduced 5.17%
$153B
$7.36 Million 0.25% of portfolio
14,472
Q2 2025 Added 41.12%
$32.7B
$7.38 Million 0.25% of portfolio
85,132
Q2 2025 Added 6.57%
$76B
$7.39 Million 0.25% of portfolio
73,016
Q2 2025 Added 2.11%
$22.7B
$6.83 Million 0.23% of portfolio
30,667
Q2 2025 Reduced 8.77%
$293B
$6.65 Million 0.23% of portfolio
95,801
Q2 2025 Added 2.86%
$19B
$6.83 Million 0.23% of portfolio
56,280
Q2 2025 Added 0.24%
$94.4B
$6.72 Million 0.23% of portfolio
94,606
Q2 2025 Reduced 21.17%
$182B
$6.41 Million 0.22% of portfolio
12,162
Q2 2025 Reduced 6.61%
$145B
$6.44 Million 0.22% of portfolio
18,027
Q2 2025 Added 0.99%

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $2.93 Billion
  • Prior Value $2.74 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 131 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
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