Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 2024

Kcm Investment Advisors LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.91 Billion distributed in 373 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $216M, Technology Sector Spdr with a value of $159M, Microsoft Corp with a value of $136M, Costco Wholesale Corp with a value of $108M, and Vanguard Total Stock Market Et with a value of $63M.

Examining the 13F form we can see an increase of $149M in the current position value, from $2.76B to 2.91B.

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 $2.91 Billion
ETFs: $970 Million
Technology: $501 Million
Industrials: $252 Million
Consumer Defensive: $244 Million
Healthcare: $216 Million
Consumer Cyclical: $212 Million
Financial Services: $188 Million
Communication Services: $103 Million
Other: $220 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57B
$360,000 0.01% of portfolio
1,502
Q3 2024 Reduced 1.83%
$49.1B
$226,000 0.01% of portfolio
2,487
Q2 2024 Reduced 11.18%
$233B
$381,000 0.01% of portfolio
5,784
Q2 2024 Added 1.23%
$7.29B
$239,000 0.01% of portfolio
4,321
Q3 2024 New
$4.13B
$115,000 0.0% of portfolio
11,204
Q3 2023 New
$292M
$140,000 0.0% of portfolio
17,270
Q1 2023 New
$7.92B
$61,000 0.0% of portfolio
10,067
Q1 2024 New
$0
$48,000 0.0% of portfolio
10,000
Q1 2022 New
$5.77B
$51,000 0.0% of portfolio
14,576
Q2 2024 Added 20.0%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 2.6%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.43%

Summary

  • Portfolio
  • No. of Stocks 373
  • Current Value $2.91 Billion
  • Prior Value $2.76 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 129 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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