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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$159 Million 5.48% of portfolio
704,903
Q3 2024 Added 0.53%
$0
$63 Million 2.17% of portfolio
222,556
Q3 2024 Added 0.08%
$0
$58 Million 2.0% of portfolio
641,751
Q3 2024 Reduced 0.04%
$0
$49.2 Million 1.69% of portfolio
319,320
Q3 2024 Added 1.22%
$0
$47.1 Million 1.62% of portfolio
234,819
Q3 2024 Added 1.62%
$0
$46.6 Million 1.61% of portfolio
79,511
Q3 2024 Reduced 2.3%
$0
$39.8 Million 1.37% of portfolio
877,613
Q3 2024 Added 0.59%
$0
$39.5 Million 1.36% of portfolio
358,998
Q3 2024 Added 0.48%
$0
$39.1 Million 1.34% of portfolio
268,663
Q3 2024 Added 3.69%
$0
$34.9 Million 1.2% of portfolio
257,627
Q3 2024 Added 0.6%
$0
$32.7 Million 1.12% of portfolio
429,633
Q3 2024 Added 2.31%
$0
$31.2 Million 1.07% of portfolio
355,082
Q3 2024 Reduced 0.34%
$0
$29.7 Million 1.02% of portfolio
105,257
Q3 2024 Added 0.51%
$0
$28 Million 0.96% of portfolio
48,829
Q3 2024 Added 0.81%
$0
$27.5 Million 0.95% of portfolio
80,887
Q3 2024 Added 0.17%
$0
$21.7 Million 0.75% of portfolio
83,282
Q3 2024 Added 1.55%
$0
$13.4 Million 0.46% of portfolio
94,561
Q3 2024 Reduced 0.16%
$0
$12.6 Million 0.43% of portfolio
57,685
Q3 2024 Added 1.56%
$0
$11 Million 0.38% of portfolio
113,239
Q3 2024 Added 0.47%
$0
$9.78 Million 0.34% of portfolio
121,129
Q3 2024 Added 12.86%
$0
$9.84 Million 0.34% of portfolio
102,143
Q3 2024 Added 2.02%
$0
$8.76 Million 0.3% of portfolio
41,438
Q3 2024 Added 0.45%
$0
$8.77 Million 0.3% of portfolio
15,401
Q3 2024 Reduced 2.27%
$0
$8.17 Million 0.28% of portfolio
66,741
Q3 2024 Reduced 0.37%
$0
$7.02 Million 0.24% of portfolio
51,999
Q3 2024 Added 0.0%
$0
$6.8 Million 0.23% of portfolio
11,793
Q3 2024 Reduced 0.3%
$0
$6.22 Million 0.21% of portfolio
35,736
Q3 2024 Added 5.93%
$0
$5.85 Million 0.2% of portfolio
69,210
Q3 2024 Added 0.65%
$0
$5.16 Million 0.18% of portfolio
77,621
Q3 2024 Added 0.03%
$0
$4.79 Million 0.16% of portfolio
198,854
Q3 2024 Reduced 0.09%
$0
$4.43 Million 0.15% of portfolio
359,081
Q3 2024 Reduced 3.1%
$0
$4.25 Million 0.15% of portfolio
11,082
Q3 2024 Added 2.08%
$0
$4.48 Million 0.15% of portfolio
50,677
Q1 2024 Added 0.54%
$0
$4.37 Million 0.15% of portfolio
97,797
Q3 2024 Added 9.29%
$0
$3.49 Million 0.12% of portfolio
19,138
Q3 2024 Reduced 2.01%
$0
$3.6 Million 0.12% of portfolio
13,652
Q2 2024 Reduced 6.83%
$0
$3.06 Million 0.11% of portfolio
64,356
Q2 2024 Added 0.28%
$0
$2.97 Million 0.1% of portfolio
20,381
Q3 2024 Reduced 2.25%
$0
$2.54 Million 0.09% of portfolio
40,438
Q3 2024 Reduced 5.92%
$0
$2.46 Million 0.08% of portfolio
51,762
Q3 2024 Added 4.26%
$0
$2.45 Million 0.08% of portfolio
39,258
Q3 2024 Reduced 2.16%
$0
$2.25 Million 0.08% of portfolio
5,307
Q3 2024 Reduced 0.17%
$0
$2.03 Million 0.07% of portfolio
5,416
Q3 2024 Added 0.26%
$0
$1.8 Million 0.06% of portfolio
6,764
Q3 2024 Reduced 1.14%
$0
$1.65 Million 0.06% of portfolio
9,209
Q3 2024 Added 1.54%
$0
$1.82 Million 0.06% of portfolio
21,861
Q1 2024 Reduced 2.83%
$0
$1.71 Million 0.06% of portfolio
13,344
Q3 2024 Reduced 1.16%
$0
$1.56 Million 0.05% of portfolio
21,548
Q1 2024 Added 0.24%
$0
$1.45 Million 0.05% of portfolio
19,964
Q1 2024 Added 0.03%

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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