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 Market Cap. of $200 Billions or more
