Kcm Investment Advisors LLC Portfolio Holdings
Kcm Investment Advisors LLC
- $2.68 Billion
- Q1 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 376
- Current Value $2.68 Billion
- Prior Value $2.48 Billion
- Filing
- Period Q1 2024
- Filing Date May 07, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 24 stocks
- Additional Purchases 151 stocks
- Sold out of 0 stocks
- Reduced holdings in 152 stocks