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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
XLK Technology Sector Spdr ETFs	$0	$176 Million 6.01% of portfolio	695,261	Q2 2025 Reduced 2.31%
XLC Select Sector Spdr Tr Communic ETFs	$0	$77.9 Million 2.66% of portfolio	717,482	Q2 2025 Added 6.32%
VTI Vanguard Total Stock Market Et ETFs	$0	$67 Million 2.29% of portfolio	220,458	Q2 2025 Reduced 0.72%
VGT Vanguard Information Technolog ETFs	$0	$54.7 Million 1.87% of portfolio	82,427	Q2 2025 Added 5.08%
XLY Select Sector Spdr Consumer Di ETFs	$0	$54.6 Million 1.86% of portfolio	251,152	Q2 2025 Added 5.28%
XLV Select Sector Spdr Fund Health ETFs	$0	$48.8 Million 1.67% of portfolio	361,852	Q2 2025 Added 6.93%
XLF Financial Sector Spdr ETFs	$0	$46.9 Million 1.6% of portfolio	895,558	Q2 2025 Added 1.83%
VOX Vanguard Communication Service ETFs	$0	$46 Million 1.57% of portfolio	268,933	Q2 2025 Added 0.48%
VFH Vanguard Financial ETF ETFs	$0	$43.8 Million 1.49% of portfolio	343,860	Q2 2025 Reduced 1.23%
XLI Industrial Sector Spdr ETFs	$0	$38.5 Million 1.31% of portfolio	260,737	Q2 2025 Added 0.79%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$32.7 Million 1.11% of portfolio	59,199	Q2 2025 Added 36.49%
XLP Consumer Staples Sector Spdr ETFs	$0	$31.1 Million 1.06% of portfolio	408,538	Q2 2025 Reduced 0.55%
VCR Vanguard Consumer Discretionar ETFs	$0	$31 Million 1.06% of portfolio	85,565	Q2 2025 Added 2.73%
XLE Energy Sector Spdr ETFs	$0	$30 Million 1.02% of portfolio	353,359	Q2 2025 Reduced 0.03%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$27 Million 0.92% of portfolio	43,655	Q2 2025 Reduced 3.15%
VHT Vanguard Health Care ETF ETFs	$0	$26.2 Million 0.89% of portfolio	105,448	Q2 2025 Reduced 2.82%
VIS Vanguard Industrial ETF ETFs	$0	$24.2 Million 0.83% of portfolio	86,448	Q2 2025 Added 2.91%
VDC Vanguard Consumer Staples ETF ETFs	$0	$13.3 Million 0.46% of portfolio	60,955	Q2 2025 Added 1.6%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$12.7 Million 0.43% of portfolio	93,759	Q2 2025 Reduced 0.79%
XLU Utilities Sector Spdr ETFs	$0	$10.6 Million 0.36% of portfolio	130,192	Q2 2025 Added 2.35%
XLB Select Sector Spdr Fd Material ETFs	$0	$9.77 Million 0.33% of portfolio	111,212	Q2 2025 Added 8.46%
SOXX Ishares Semiconductor ETF ETFs	$0	$8.91 Million 0.3% of portfolio	37,330	Q2 2025 Added 295.28%
VNQ Vanguard Specialized Funds Van ETFs	$0	$8.64 Million 0.29% of portfolio	96,969	Q2 2025 Reduced 2.49%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$7.95 Million 0.27% of portfolio	14,027	Q2 2025 Reduced 2.95%
IVV Ishares Core S&P 500 ETF ETFs	$0	$7.6 Million 0.26% of portfolio	12,247	Q2 2025 Added 3.04%
VAW Vanguard Materials ETF ETFs	$0	$7.45 Million 0.25% of portfolio	38,231	Q2 2025 Reduced 3.39%
DVY Ishares Tr ETFs	$0	$7.01 Million 0.24% of portfolio	52,812	Q2 2025 Added 0.03%
VPU Vanguard Utilities ETF ETFs	$0	$6.48 Million 0.22% of portfolio	36,732	Q2 2025 Added 0.14%
VDE Vanguard Energy ETF ETFs	$0	$6.42 Million 0.22% of portfolio	53,893	Q2 2025 Reduced 8.46%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$5.55 Million 0.19% of portfolio	232,912	Q2 2025 Added 0.02%
VUG Vanguard Growth ETF ETFs	$0	$5.16 Million 0.18% of portfolio	11,770	Q2 2025 Added 4.63%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$5.03 Million 0.17% of portfolio	189,823	Q2 2025 Reduced 2.4%
FDIS Fidelity Covington Tr Msci Con ETFs	$0	$4.76 Million 0.16% of portfolio	50,632	Q2 2025 Reduced 0.09%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$4.77 Million 0.16% of portfolio	115,180	Q2 2025 Added 1.96%
FENY Fidelity Covington Tr Msci Ene ETFs	$0	$4.06 Million 0.14% of portfolio	173,293	Q2 2025 Reduced 3.5%
VO Vanguard Mid Cap ETF ETFs	$0	$3.82 Million 0.13% of portfolio	13,655	Q2 2025 Added 1.61%
VIG Vanguard Dividend Appreciation ETFs	$0	$3.41 Million 0.12% of portfolio	18,697	Q2 2025 Added 0.54%
XLG Invesco Exchange Traded Fd Tr ETFs	$0	$3.24 Million 0.11% of portfolio	62,275	Q2 2025 Reduced 3.23%
VEA Vanguard Ftse Developed Market ETFs	$0	$3.12 Million 0.11% of portfolio	54,672	Q2 2025 Added 133.15%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$3.34 Million 0.11% of portfolio	11,964	Q2 2025 Reduced 35.84%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$3.05 Million 0.1% of portfolio	40,698	Q2 2025 New
PGX Invesco ETF Tr Ii Pfd ETF ETFs	$0	$3.04 Million 0.1% of portfolio	272,722	Q2 2025 Reduced 3.85%
DGRO Ishares Core Dividend Growth E ETFs	$0	$2.53 Million 0.09% of portfolio	39,593	Q2 2025 Reduced 3.94%
IAT Ishares Tr ETFs	$0	$2.75 Million 0.09% of portfolio	55,555	Q2 2025 Added 2.64%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$2.48 Million 0.08% of portfolio	39,949	Q2 2025 Added 0.11%
GLD Spdr Gold Trust ETFs	$106B	$1.92 Million 0.07% of portfolio	6,284	Q2 2025 Added 144.04%
IBB Ishares Biotechnology ETF ETFs	$0	$1.91 Million 0.07% of portfolio	15,066	Q2 2025 Reduced 22.72%
OEF Ishares S&P 100 ETF ETFs	$0	$1.76 Million 0.06% of portfolio	6,602	Q2 2025 Added 0.02%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$1.71 Million 0.06% of portfolio	9,334	Q1 2025 Added 1.52%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.73 Million 0.06% of portfolio	4,082	Q2 2025 Reduced 10.78%

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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Kcm Investment Advisors LLC Portfolio Holdings