Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

  • $2.85 Billion
  • Q4 2024

Kcm Investment Advisors LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.85 Billion distributed in 367 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $230M, Technology Sector Spdr with a value of $161M, Microsoft Corp with a value of $131M, Costco Wholesale Corp with a value of $110M, and Amazon Com Inc with a value of $74.8M.

Examining the 13F form we can see an decrease of $50.8M in the current position value, from $2.91B to 2.85B.

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 $2.85 Billion
ETFs: $963 Million
Technology: $500 Million
Consumer Defensive: $244 Million
Industrials: $241 Million
Consumer Cyclical: $217 Million
Financial Services: $208 Million
Healthcare: $175 Million
Communication Services: $111 Million
Other: $194 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$161 Million 5.64% of portfolio
692,754
Q4 2024 Reduced 1.72%
$0
$64.2 Million 2.25% of portfolio
221,687
Q4 2024 Reduced 0.39%
$0
$62.5 Million 2.19% of portfolio
645,485
Q4 2024 Added 0.58%
$0
$50.8 Million 1.78% of portfolio
226,489
Q4 2024 Reduced 3.55%
$0
$45.1 Million 1.58% of portfolio
72,527
Q4 2024 Reduced 8.78%
$0
$44.1 Million 1.55% of portfolio
320,837
Q4 2024 Added 0.48%
$0
$42.5 Million 1.49% of portfolio
880,301
Q4 2024 Added 0.31%
$0
$40.4 Million 1.42% of portfolio
342,212
Q4 2024 Reduced 4.68%
$0
$39.4 Million 1.38% of portfolio
254,484
Q4 2024 Reduced 5.28%
$0
$33.4 Million 1.17% of portfolio
253,576
Q4 2024 Reduced 1.57%
$0
$31.9 Million 1.12% of portfolio
419,347
Q4 2024 Reduced 2.39%
$0
$30.1 Million 1.06% of portfolio
80,313
Q4 2024 Reduced 0.71%
$0
$30.3 Million 1.06% of portfolio
353,456
Q4 2024 Reduced 0.46%
$0
$26.6 Million 0.93% of portfolio
104,835
Q4 2024 Reduced 0.4%
$0
$26.6 Million 0.93% of portfolio
45,426
Q4 2024 Reduced 6.97%
$0
$22 Million 0.77% of portfolio
43,052
Q4 2024 Reduced 0.13%
$0
$12.5 Million 0.44% of portfolio
94,675
Q4 2024 Added 0.12%
$0
$12.4 Million 0.44% of portfolio
58,854
Q4 2024 Added 2.03%
$0
$9.69 Million 0.34% of portfolio
108,759
Q4 2024 Reduced 3.96%
$0
$8.96 Million 0.31% of portfolio
118,423
Q4 2024 Reduced 2.23%
$0
$8.56 Million 0.3% of portfolio
15,028
Q4 2024 Reduced 2.42%
$0
$8.54 Million 0.3% of portfolio
101,542
Q4 2024 Reduced 0.59%
$0
$7.39 Million 0.26% of portfolio
39,362
Q4 2024 Reduced 5.01%
$0
$7.54 Million 0.26% of portfolio
62,179
Q4 2024 Reduced 6.84%
$0
$7.04 Million 0.25% of portfolio
11,965
Q4 2024 Added 1.46%
$0
$6.95 Million 0.24% of portfolio
52,910
Q4 2024 Added 1.75%
$0
$5.91 Million 0.21% of portfolio
36,148
Q4 2024 Added 1.15%
$0
$5.29 Million 0.19% of portfolio
232,835
Q4 2024 Added 199.96%
$0
$5.49 Million 0.19% of portfolio
200,934
Q4 2024 Added 190.33%
$0
$4.94 Million 0.17% of portfolio
50,677
Q1 2024 Added 0.54%
$0
$4.62 Million 0.16% of portfolio
11,257
Q4 2024 Added 1.58%
$0
$4.41 Million 0.15% of portfolio
185,110
Q4 2024 Reduced 6.91%
$0
$3.96 Million 0.14% of portfolio
343,614
Q4 2024 Reduced 4.31%
$0
$4.1 Million 0.14% of portfolio
100,719
Q4 2024 Added 2.99%
$0
$3.38 Million 0.12% of portfolio
18,539
Q4 2024 Reduced 3.13%
$0
$3.51 Million 0.12% of portfolio
13,272
Q4 2024 Reduced 2.78%
$0
$3.22 Million 0.11% of portfolio
64,356
Q2 2024 Added 0.28%
$0
$2.73 Million 0.1% of portfolio
54,224
Q4 2024 Added 4.76%
$0
$2.45 Million 0.09% of portfolio
39,375
Q4 2024 Added 0.3%
$0
$2.55 Million 0.09% of portfolio
41,518
Q4 2024 Added 2.67%
$0
$2.67 Million 0.09% of portfolio
20,185
Q4 2024 Reduced 0.96%
$0
$1.92 Million 0.07% of portfolio
4,775
Q4 2024 Reduced 11.84%
$0
$1.67 Million 0.06% of portfolio
7,568
Q4 2024 Added 76.16%
$0
$1.76 Million 0.06% of portfolio
6,600
Q4 2024 Reduced 2.42%
$0
$1.64 Million 0.06% of portfolio
9,194
Q4 2024 Reduced 0.16%
$0
$1.75 Million 0.06% of portfolio
13,738
Q4 2024 Added 2.95%
$0
$1.82 Million 0.06% of portfolio
65,583
Q4 2024 Added 200.0%
$0
$1.42 Million 0.05% of portfolio
3,334
Q4 2024 Reduced 37.18%
$0
$1.31 Million 0.05% of portfolio
11,155
Q3 2022 Reduced 37.17%

Summary

  • Portfolio
  • No. of Stocks 367
  • Current Value $2.85 Billion
  • Prior Value $2.91 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 181 stocks
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