Kcm Investment Advisors LLC Portfolio Holdings by Sector
Kcm Investment Advisors LLC
- $2.93 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
XLK XLC VGT XLY XLV XLF VOX VFH 112 stocks |
$1.01 Million
34.38% of portfolio
|
56
|
33
|
16
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$180,916
6.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$171,243
5.85% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL FTNT ADBE PANW SNPS CRWD CHKP 8 stocks |
$162,408
5.54% of portfolio
|
6
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ AMGN LLY ABBV MRK PFE NVS GILD 11 stocks |
$97,338
3.32% of portfolio
|
3
|
8
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM TSM TXN INTC MPWR AMD 9 stocks |
$88,110
3.01% of portfolio
|
2
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$79,763
2.72% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C TD RY 6 stocks |
$79,753
2.72% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$72,888
2.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CSL BLDR JCI CARR MAS 6 stocks |
$71,714
2.45% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IXJ 2 stocks |
$67,401
2.3% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA COF 4 stocks |
$60,494
2.07% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$59,453
2.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$53,999
1.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB CL CLX UL 5 stocks |
$53,814
1.84% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL TTE 4 stocks |
$49,319
1.68% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$43,715
1.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE PEG SO PPL WEC DUK AEP XEL 12 stocks |
$40,626
1.39% of portfolio
|
4
|
7
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL APD SHW ALB 4 stocks |
$33,996
1.16% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$33,527
1.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX KKR BK AMP MMT 5 stocks |
$33,375
1.14% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$27,327
0.93% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT ZBH MDT BSX SYK EW 6 stocks |
$26,324
0.9% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$22,411
0.77% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LHX GD RTX CW LMT BA 6 stocks |
$19,995
0.68% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ TMUS T CMCSA 4 stocks |
$18,766
0.64% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN ROP ITW PH EMR GE XYL CMI 10 stocks |
$18,653
0.64% of portfolio
|
4
|
5
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO A 3 stocks |
$17,280
0.59% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS MS 3 stocks |
$16,444
0.56% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC AZO ORLY DKS 4 stocks |
$14,001
0.48% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$13,782
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV CB ALL PGR 4 stocks |
$12,936
0.44% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O FRT 2 stocks |
$11,838
0.4% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM FISV 3 stocks |
$10,613
0.36% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM CDNS DDOG MNDY NOW INTU WDAY UBER 11 stocks |
$10,373
0.35% of portfolio
|
7
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO FCX 2 stocks |
$9,843
0.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT HUBB 2 stocks |
$7,830
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX 2 stocks |
$7,262
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST LULU TJX 3 stocks |
$6,878
0.23% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$6,834
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$6,720
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV CVS CI 4 stocks |
$6,675
0.23% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$6,646
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME 2 stocks |
$6,624
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
CCI IRM DLR AMT 4 stocks |
$6,328
0.22% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$6,254
0.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$5,642
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$5,450
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$4,878
0.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB ET EPD KMI ENB OKE 6 stocks |
$4,503
0.15% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX CNI 4 stocks |
$3,867
0.13% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH MCK ZYXI 3 stocks |
$3,845
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW JBL APH 3 stocks |
$3,696
0.13% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CORT 1 stocks |
$3,497
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS 2 stocks |
$2,716
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$2,512
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$2,498
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC VLO PSX 3 stocks |
$2,482
0.08% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,790
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1,753
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB PNC BMRC IBN 4 stocks |
$1,672
0.06% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,651
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG MASI BDX 3 stocks |
$1,572
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EQT CTRA OXY 4 stocks |
$1,417
0.05% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$1,345
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM WPM 2 stocks |
$1,310
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE GGB 2 stocks |
$1,281
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$1,181
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$1,119
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$838
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$828
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
$675
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Solar | Technology
FSLR ENPH 2 stocks |
$628
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK 1 stocks |
$569
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$563
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG AON 2 stocks |
$560
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$522
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$439
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$412
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS 1 stocks |
$384
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ESS 1 stocks |
$339
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$319
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$226
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$223
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$218
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
NAT 1 stocks |
$102
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CX 1 stocks |
$88
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|