Kcm Investment Advisors LLC Portfolio Holdings
Kcm Investment Advisors LLC
- $3.05 Billion
- Q3 2025
Kcm Investment Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.05 Billion distributed in 383 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $223M, Technology Sector Spdr with a value of $194M, Microsoft Corp with a value of $155M, Costco Wholesale Corp with a value of $107M, and Amazon Com Inc with a value of $73.5M.
Examining the 13F form we can see an increase of $120M in the current position value, from $2.93B to 3.05B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 383
- Current Value $3.05 Billion
- Prior Value $2.93 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 19 stocks
- Additional Purchases 160 stocks
- Sold out of 0 stocks
- Reduced holdings in 144 stocks