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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$230 Million 8.06% of portfolio
919,211
Q4 2024 Reduced 1.01%
$0
$161 Million 5.64% of portfolio
692,754
Q4 2024 Reduced 1.72%
$3.04T
$131 Million 4.57% of portfolio
309,763
Q4 2024 Reduced 1.84%
$474B
$110 Million 3.85% of portfolio
119,830
Q4 2024 Reduced 1.4%
$2.33T
$74.8 Million 2.62% of portfolio
340,893
Q4 2024 Added 1.25%
$0
$64.2 Million 2.25% of portfolio
221,687
Q4 2024 Reduced 0.39%
$0
$62.5 Million 2.19% of portfolio
645,485
Q4 2024 Added 0.58%
$1.11T
$53.7 Million 1.88% of portfolio
283,674
Q4 2024 Added 0.28%
$128B
$53.2 Million 1.86% of portfolio
181,714
Q4 2024 Reduced 1.16%
$282B
$52.9 Million 1.85% of portfolio
584,954
Q4 2024 Reduced 0.39%
$346B
$51.7 Million 1.81% of portfolio
385,120
Q4 2024 Reduced 0.55%
$0
$50.8 Million 1.78% of portfolio
226,489
Q4 2024 Reduced 3.55%
$419B
$50.8 Million 1.78% of portfolio
130,489
Q4 2024 Reduced 0.15%
$578B
$50.7 Million 1.78% of portfolio
160,577
Q4 2024 Reduced 0.29%
$304B
$48.4 Million 1.7% of portfolio
334,209
Q4 2024 Added 0.11%
$0
$45.1 Million 1.58% of portfolio
72,527
Q4 2024 Reduced 8.78%
$811B
$42.7 Million 1.5% of portfolio
178,279
Q4 2024 Added 1.28%
$0
$42.5 Million 1.49% of portfolio
880,301
Q4 2024 Added 0.31%
$0
$40.4 Million 1.42% of portfolio
342,212
Q4 2024 Reduced 4.68%
$0
$39.4 Million 1.38% of portfolio
254,484
Q4 2024 Reduced 5.28%
$93.5B
$39.3 Million 1.38% of portfolio
194,776
Q4 2024 Reduced 0.15%
$84.2B
$37.4 Million 1.31% of portfolio
101,340
Q4 2024 Reduced 0.48%
$386B
$35.6 Million 1.25% of portfolio
212,560
Q4 2024 Reduced 1.44%
$117B
$34.8 Million 1.22% of portfolio
201,758
Q4 2024 Added 5.57%
$0
$33.4 Million 1.17% of portfolio
253,576
Q4 2024 Reduced 1.57%
$0
$31.9 Million 1.12% of portfolio
419,347
Q4 2024 Reduced 2.39%
$0
$30.1 Million 1.06% of portfolio
80,313
Q4 2024 Reduced 0.71%
$0
$30.3 Million 1.06% of portfolio
353,456
Q4 2024 Reduced 0.46%
$408B
$30.4 Million 1.06% of portfolio
209,961
Q4 2024 Reduced 5.29%
$802B
$28.9 Million 1.01% of portfolio
37,419
Q4 2024 Reduced 3.23%
$1.14T
$28.6 Million 1.0% of portfolio
150,093
Q4 2024 Reduced 1.97%
$0
$26.6 Million 0.93% of portfolio
104,835
Q4 2024 Reduced 0.4%
$0
$26.6 Million 0.93% of portfolio
45,426
Q4 2024 Reduced 6.97%
$134B
$25.4 Million 0.89% of portfolio
354,237
Q4 2024 Reduced 1.18%
$156B
$23.7 Million 0.83% of portfolio
91,086
Q4 2024 Reduced 0.39%
$227B
$23.1 Million 0.81% of portfolio
79,534
Q4 2024 Added 1.32%
$0
$22 Million 0.77% of portfolio
43,052
Q4 2024 Reduced 0.13%
$0
$21.3 Million 0.75% of portfolio
83,670
Q4 2024 Added 0.47%
$187B
$19.5 Million 0.68% of portfolio
53,808
Q4 2024 Reduced 0.36%
$150B
$18.3 Million 0.64% of portfolio
79,877
Q4 2024 Reduced 10.28%
$75.4B
$17.7 Million 0.62% of portfolio
75,474
Q4 2024 Reduced 2.78%
$377B
$17.1 Million 0.6% of portfolio
388,910
Q4 2024 Reduced 4.39%
$94.4B
$16.8 Million 0.59% of portfolio
72,590
Q4 2024 Reduced 8.38%
$229B
$16.2 Million 0.57% of portfolio
142,877
Q4 2024 Reduced 1.04%
$84.8B
$14.6 Million 0.51% of portfolio
115,834
Q4 2024 Reduced 16.93%
$341B
$13.9 Million 0.49% of portfolio
78,073
Q4 2024 Reduced 0.91%
$70.1B
$13.1 Million 0.46% of portfolio
45,265
Q4 2024 Reduced 1.54%
$624B
$13.3 Million 0.46% of portfolio
29,280
Q4 2024 Added 0.17%
$0
$12.5 Million 0.44% of portfolio
94,675
Q4 2024 Added 0.12%

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
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