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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.78B
$2.75 Million 0.1% of portfolio
54,655
Q4 2024 Reduced 4.83%
$9.79B
$770,000 0.03% of portfolio
8,948
Q4 2024 Reduced 33.2%
$8.47B
$477,000 0.02% of portfolio
4,266
Q4 2024 Reduced 4.48%
$3.87B
$513,000 0.02% of portfolio
21,266
Q4 2024 Reduced 3.88%
$7.57B
$227,000 0.01% of portfolio
3,284
Q4 2024 Reduced 18.49%
$9.47B
$399,000 0.01% of portfolio
2,415
Q1 2024 Reduced 0.41%
$4.16B
$383,000 0.01% of portfolio
24,565
Q4 2024 Reduced 17.97%
$8.93B
$426,000 0.01% of portfolio
6,210
Q4 2024 Reduced 37.84%
$6.19B
$155,000 0.01% of portfolio
16,554
Q4 2024 Reduced 11.05%
$9.74B
$56,000 0.0% of portfolio
10,067
Q1 2024 New
$5.14B
$41,000 0.0% of portfolio
14,576
Q2 2024 Added 20.0%

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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