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
$1.33 Million 0.05% of portfolio
11,155
Q3 2022 Reduced 37.17%
$0
$1.51 Million 0.05% of portfolio
19,281
Q3 2024 Added 0.52%
$0
$1.16 Million 0.04% of portfolio
4,880
Q1 2024 Reduced 2.01%
$0
$1.2 Million 0.04% of portfolio
11,579
Q3 2024 Added 0.13%
$0
$1.23 Million 0.04% of portfolio
17,114
Q3 2024 Added 2.42%
$0
$1.28 Million 0.04% of portfolio
7,141
Q3 2024 Reduced 11.64%
$0
$1.21 Million 0.04% of portfolio
22,893
Q3 2024 Added 0.0%
$0
$1.08 Million 0.04% of portfolio
10,872
Q4 2023 Added 1.21%
$0
$1.04 Million 0.04% of portfolio
15,269
Q3 2024 Added 1.94%
$0
$954,000 0.03% of portfolio
3,889
Q3 2024 Added 4.43%
$0
$755,000 0.03% of portfolio
9,636
Q1 2023 New
$0
$948,000 0.03% of portfolio
4,296
Q3 2024 Added 9.76%
$0
$867,000 0.03% of portfolio
8,324
Q3 2024 Added 4.63%
$0
$983,000 0.03% of portfolio
4,977
Q2 2024 Reduced 0.16%
$0
$994,000 0.03% of portfolio
29,918
Q3 2024 Reduced 11.73%
$0
$936,000 0.03% of portfolio
10,480
Q2 2024 Added 1.26%
$83.5B
$564,000 0.02% of portfolio
2,321
Q3 2024 Reduced 1.69%
$0
$713,000 0.02% of portfolio
9,967
Q2 2024 New
$0
$531,000 0.02% of portfolio
2,019
Q3 2023 Reduced 2.09%
$42B
$685,000 0.02% of portfolio
13,783
Q3 2024 Added 0.2%
$0
$541,000 0.02% of portfolio
3,102
Q3 2024 Reduced 6.09%
$0
$448,000 0.02% of portfolio
7,566
Q2 2022 Added 4.13%
$0
$454,000 0.02% of portfolio
2,396
Q2 2024 Added 83.04%
$0
$691,000 0.02% of portfolio
6,120
Q2 2024 Reduced 10.43%
$0
$389,000 0.01% of portfolio
2,473
Q1 2023 New
$0
$290,000 0.01% of portfolio
3,005
Q2 2023 New
$0
$277,000 0.01% of portfolio
2,923
Q1 2024 Reduced 9.31%
$0
$419,000 0.01% of portfolio
5,901
Q2 2024 Added 12.08%
$0
$396,000 0.01% of portfolio
3,390
Q3 2024 Reduced 16.09%
$0
$229,000 0.01% of portfolio
5,533
Q4 2023 New
$0
$408,000 0.01% of portfolio
2,074
Q3 2024 Added 3.7%
$0
$230,000 0.01% of portfolio
2,788
Q1 2024 New
$0
$299,000 0.01% of portfolio
3,260
Q3 2024 Added 15.6%
$0
$239,000 0.01% of portfolio
1,940
Q3 2024 Reduced 18.83%
$0
$393,000 0.01% of portfolio
6,883
Q3 2024 Reduced 7.49%
$0
$247,000 0.01% of portfolio
3,881
Q2 2024 Added 3.88%
$0
$415,000 0.01% of portfolio
7,544
Q3 2024 Reduced 4.02%
$0
$401,000 0.01% of portfolio
1,740
Q3 2024 Added 3.51%
$0
$306,000 0.01% of portfolio
975
Q4 2023 Added 9.8%
$0
$275,000 0.01% of portfolio
3,020
Q3 2024 Reduced 2.58%
$0
$377,000 0.01% of portfolio
20,939
Q2 2023 Added 90.35%
$0
$361,000 0.01% of portfolio
8,002
Q3 2024 Added 0.04%
$0
$261,000 0.01% of portfolio
3,708
Q4 2023 New
$0
$249,000 0.01% of portfolio
3,835
Q1 2024 Added 400.0%
$0
$285,000 0.01% of portfolio
2,135
Q1 2023 Reduced 1.61%
$0
$244,000 0.01% of portfolio
3,541
Q2 2024 Added 0.03%
$0
$225,000 0.01% of portfolio
3,865
Q3 2024 Reduced 5.39%
$0
$331,000 0.01% of portfolio
3,965
Q2 2024 Reduced 6.6%
$0
$268,000 0.01% of portfolio
4,856
Q2 2023 New

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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