Kcm Investment Advisors LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.68 Billion distributed in 376 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $163M, Technology Sector Spdr with a value of $146M, Microsoft Corp with a value of $135M, Costco Wholesale Corp with a value of $91.1M, and Amazon Com Inc with a value of $60.2M.
Examining the 13F form we can see an increase of $197M in the current position value, from $2.48B to 2.68B.
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
$2.68 Billion
ETFs: $895 Million
Technology: $430 Million
Industrials: $238 Million
Healthcare: $218 Million
Consumer Defensive: $217 Million
Consumer Cyclical: $206 Million
Financial Services: $178 Million
Communication Services: $95.7 Million
Other: $201 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions