Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

  • $2.93 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$181 Million 6.18% of portfolio
881,786
Q2 2025 Reduced 1.59%
$0
$176 Million 6.01% of portfolio
695,261
Q2 2025 Reduced 2.31%
$3.95T
$149 Million 5.08% of portfolio
299,432
Q2 2025 Reduced 1.44%
$439B
$115 Million 3.92% of portfolio
115,963
Q2 2025 Reduced 1.0%
$0
$77.9 Million 2.66% of portfolio
717,482
Q2 2025 Added 6.32%
$2.26T
$72.9 Million 2.49% of portfolio
332,233
Q2 2025 Reduced 1.39%
$0
$67 Million 2.29% of portfolio
220,458
Q2 2025 Reduced 0.72%
$456B
$59.1 Million 2.02% of portfolio
374,313
Q2 2025 Reduced 1.24%
$859B
$58.1 Million 1.98% of portfolio
200,446
Q2 2025 Added 10.45%
$281B
$55.7 Million 1.9% of portfolio
569,305
Q2 2025 Reduced 1.2%
$0
$54.7 Million 1.87% of portfolio
82,427
Q2 2025 Added 5.08%
$551B
$54.7 Million 1.87% of portfolio
154,101
Q2 2025 Reduced 1.2%
$0
$54.6 Million 1.86% of portfolio
251,152
Q2 2025 Added 5.28%
$124B
$53.6 Million 1.83% of portfolio
173,834
Q2 2025 Reduced 1.76%
$405B
$50.7 Million 1.73% of portfolio
138,308
Q2 2025 Added 0.61%
$0
$48.8 Million 1.67% of portfolio
361,852
Q2 2025 Added 6.93%
$0
$46.9 Million 1.6% of portfolio
895,558
Q2 2025 Added 1.83%
$0
$46 Million 1.57% of portfolio
268,933
Q2 2025 Added 0.48%
$302B
$45.2 Million 1.54% of portfolio
315,662
Q2 2025 Reduced 2.7%
$95.6B
$43.7 Million 1.49% of portfolio
191,047
Q2 2025 Reduced 0.98%
$0
$43.8 Million 1.49% of portfolio
343,860
Q2 2025 Reduced 1.23%
$102B
$42.8 Million 1.46% of portfolio
97,866
Q2 2025 Reduced 2.03%
$0
$38.5 Million 1.31% of portfolio
260,737
Q2 2025 Added 0.79%
$0
$32.7 Million 1.11% of portfolio
59,199
Q2 2025 Added 36.49%
$123B
$32.1 Million 1.1% of portfolio
214,753
Q2 2025 Added 2.12%
$0
$31.1 Million 1.06% of portfolio
408,538
Q2 2025 Reduced 0.55%
$0
$31 Million 1.06% of portfolio
85,565
Q2 2025 Added 2.73%
$368B
$30.8 Million 1.05% of portfolio
193,272
Q2 2025 Reduced 4.49%
$0
$30 Million 1.02% of portfolio
353,359
Q2 2025 Reduced 0.03%
$452B
$29.5 Million 1.01% of portfolio
193,386
Q2 2025 Reduced 3.35%
$0
$27 Million 0.92% of portfolio
43,655
Q2 2025 Reduced 3.15%
$1.24T
$26.3 Million 0.9% of portfolio
148,019
Q2 2025 Reduced 1.27%
$0
$26.2 Million 0.89% of portfolio
105,448
Q2 2025 Reduced 2.82%
$152B
$25.1 Million 0.86% of portfolio
89,835
Q2 2025 Reduced 0.14%
$141B
$24.2 Million 0.83% of portfolio
348,351
Q2 2025 Reduced 0.46%
$0
$24.2 Million 0.83% of portfolio
86,448
Q2 2025 Added 2.91%
$19.9B
$22.4 Million 0.76% of portfolio
59,957
Q2 2025 Added 10.43%
$222B
$22.3 Million 0.76% of portfolio
76,337
Q2 2025 Reduced 0.27%
$218B
$20 Million 0.68% of portfolio
51,441
Q2 2025 Reduced 1.5%
$229B
$20 Million 0.68% of portfolio
146,946
Q2 2025 Added 5.13%
$78.8B
$19.6 Million 0.67% of portfolio
72,791
Q2 2025 Reduced 1.14%
$127B
$18.3 Million 0.62% of portfolio
66,388
Q2 2025 Reduced 3.04%
$381B
$17.3 Million 0.59% of portfolio
364,645
Q2 2025 Added 0.78%
$608B
$17.1 Million 0.58% of portfolio
21,877
Q2 2025 Reduced 42.05%
$150B
$14.2 Million 0.48% of portfolio
71,797
Q2 2025 Reduced 2.43%
$133B
$14 Million 0.48% of portfolio
15,669
Q2 2025 Reduced 1.01%
$351B
$14.2 Million 0.48% of portfolio
76,427
Q2 2025 Added 0.99%
$621B
$13.8 Million 0.47% of portfolio
28,373
Q2 2025 Reduced 2.33%
$0
$13.3 Million 0.46% of portfolio
60,955
Q2 2025 Added 1.6%

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $2.93 Billion
  • Prior Value $2.74 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 131 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
Track This Portfolio

Track Kcm Investment Advisors LLC Portfolio

Follow Kcm Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email