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
$60.2B
$2.46 Million 0.08% of portfolio
56,670
Q2 2025 Reduced 2.91%
$26.8B
$2.19 Million 0.07% of portfolio
21,327
Q2 2025 Added 0.08%
$70.7B
$2.08 Million 0.07% of portfolio
5,351
Q2 2025 Reduced 2.59%
$34.5B
$2.05 Million 0.07% of portfolio
19,657
Q2 2025 Reduced 1.71%
$96.8B
$2.1 Million 0.07% of portfolio
20,009
Q2 2025 Reduced 3.16%
$202B
$1.98 Million 0.07% of portfolio
14,961
Q2 2025 Reduced 4.66%
$80B
$2.19 Million 0.07% of portfolio
8,844
Q2 2025 Reduced 3.16%
$23.6B
$2.03 Million 0.07% of portfolio
8,560
Q2 2025 Reduced 9.56%
$96.6B
$1.87 Million 0.06% of portfolio
2,679
Q2 2025 Added 0.6%
$113B
$1.77 Million 0.06% of portfolio
3,819
Q2 2025 Reduced 1.09%
$86B
$1.79 Million 0.06% of portfolio
6,552
Q2 2025 Reduced 8.39%
$155B
$1.71 Million 0.06% of portfolio
28,019
Q2 2025 Reduced 1.66%
$70.4B
$1.66 Million 0.06% of portfolio
26,417
Q2 2025 Reduced 0.8%
$139B
$1.73 Million 0.06% of portfolio
8,233
Q2 2025 Reduced 0.21%
$52.6B
$1.75 Million 0.06% of portfolio
24,451
Q2 2025 Added 1.08%
$548B
$1.69 Million 0.06% of portfolio
3,016
Q2 2025 Reduced 22.69%
$122B
$1.36 Million 0.05% of portfolio
15,591
Q2 2025 Added 25.8%
$79.3B
$1.33 Million 0.05% of portfolio
7,999
Q2 2025 Reduced 2.44%
$60B
$1.55 Million 0.05% of portfolio
6,823
Q2 2025 Added 4.25%
$37.5B
$1.34 Million 0.05% of portfolio
9,950
Q2 2025 Added 87.74%
$306B
$1.36 Million 0.05% of portfolio
5,295
Q2 2025 Added 9.27%
$92.8B
$1.59 Million 0.05% of portfolio
4,635
Q2 2025 Reduced 13.69%
$97B
$1.41 Million 0.05% of portfolio
4,582
Q1 2025 Reduced 10.8%
$15B
$1.35 Million 0.05% of portfolio
18,706
Q2 2025 Added 13.49%
$94.7B
$1.05 Million 0.04% of portfolio
1,435
Q2 2025 Reduced 4.65%
$545B
$1.29 Million 0.04% of portfolio
966
Q2 2025 Added 6.04%
$31.7B
$1.18 Million 0.04% of portfolio
10,679
Q2 2025 Added 0.23%
$7.5B
$1.12 Million 0.04% of portfolio
3,567
Q2 2025 Added 24.42%
$147B
$1.07 Million 0.04% of portfolio
9,930
Q2 2025 Added 9.68%
$150B
$1.23 Million 0.04% of portfolio
11,060
Q2 2025 Added 15.21%
$95.8B
$1.05 Million 0.04% of portfolio
8,862
Q2 2025 Added 11.88%
$36.3B
$1.24 Million 0.04% of portfolio
9,569
Q2 2025 Reduced 3.25%
$257B
$1.24 Million 0.04% of portfolio
10,249
Q2 2025 Added 4.73%
$203B
$1.29 Million 0.04% of portfolio
44,505
Q2 2025 Reduced 4.69%
$40.8B
$1.12 Million 0.04% of portfolio
3,595
Q2 2025 Added 0.25%
$172B
$926,000 0.03% of portfolio
901
Q1 2025 Added 1.69%
$68.2B
$761,000 0.03% of portfolio
24,541
Q2 2025 Reduced 3.08%
$142B
$761,000 0.03% of portfolio
1,925
Q2 2025 Added 1.85%
$261B
$871,000 0.03% of portfolio
4,787
Q2 2025 Added 7.12%
$40.9B
$838,000 0.03% of portfolio
11,074
Q2 2025 Added 3.0%
$48.9B
$781,000 0.03% of portfolio
7,923
Q2 2025 Reduced 20.07%
$177B
$734,000 0.03% of portfolio
3,772
Q1 2025 Added 0.8%
$99B
$966,000 0.03% of portfolio
20,883
Q2 2025 Reduced 1.27%
$54.7B
$795,000 0.03% of portfolio
13,653
Q2 2025 Added 34.38%
$13.1B
$828,000 0.03% of portfolio
24,905
Q2 2025 Added 3.71%
$86B
$936,000 0.03% of portfolio
13,571
Q2 2025 Reduced 6.45%
$141B
$800,000 0.03% of portfolio
22,416
Q2 2025 Added 3.42%
$118B
$780,000 0.03% of portfolio
13,315
Q2 2025 Added 48.03%
$169B
$897,000 0.03% of portfolio
1,651
Q2 2025 Reduced 50.38%

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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