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
$0
$12.4 Million 0.44% of portfolio
58,854
Q4 2024 Added 2.03%
$112B
$12.2 Million 0.43% of portfolio
133,791
Q4 2024 Reduced 1.5%
$47.5B
$12.1 Million 0.42% of portfolio
92,503
Q4 2024 Reduced 2.42%
$189B
$11.9 Million 0.42% of portfolio
297,133
Q4 2024 Reduced 1.4%
$44.9B
$11.7 Million 0.41% of portfolio
128,817
Q4 2024 Reduced 9.62%
$35B
$11.3 Million 0.4% of portfolio
212,159
Q4 2024 Reduced 2.31%
$22.2B
$11.1 Million 0.39% of portfolio
139,439
Q4 2024 Added 0.26%
$142B
$10.2 Million 0.36% of portfolio
41,239
Q4 2024 Added 0.65%
$95.5B
$10 Million 0.35% of portfolio
15,943
Q4 2024 Reduced 2.08%
$79.7B
$9.73 Million 0.34% of portfolio
128,649
Q4 2024 Reduced 5.17%
$0
$9.69 Million 0.34% of portfolio
108,759
Q4 2024 Reduced 3.96%
$192B
$9.34 Million 0.33% of portfolio
26,551
Q4 2024 Added 0.66%
$0
$8.96 Million 0.31% of portfolio
118,423
Q4 2024 Reduced 2.23%
$0
$8.56 Million 0.3% of portfolio
15,028
Q4 2024 Reduced 2.42%
$0
$8.54 Million 0.3% of portfolio
101,542
Q4 2024 Reduced 0.59%
$125B
$7.66 Million 0.27% of portfolio
47,094
Q4 2024 Reduced 2.9%
$0
$7.39 Million 0.26% of portfolio
39,362
Q4 2024 Reduced 5.01%
$0
$7.54 Million 0.26% of portfolio
62,179
Q4 2024 Reduced 6.84%
$0
$7.04 Million 0.25% of portfolio
11,965
Q4 2024 Added 1.46%
$16.7B
$7.2 Million 0.25% of portfolio
61,668
Q4 2024 Reduced 10.3%
$226B
$7.14 Million 0.25% of portfolio
71,786
Q4 2024 Reduced 5.33%
$832B
$6.98 Million 0.24% of portfolio
17,292
Q4 2024 Reduced 9.17%
$172B
$6.83 Million 0.24% of portfolio
44,490
Q4 2024 Added 3.21%
$18B
$6.72 Million 0.24% of portfolio
41,352
Q4 2024 Reduced 2.07%
$143B
$6.74 Million 0.24% of portfolio
29,540
Q4 2024 Reduced 3.08%
$0
$6.95 Million 0.24% of portfolio
52,910
Q4 2024 Added 1.75%
$206B
$6.49 Million 0.23% of portfolio
42,682
Q4 2024 Reduced 4.56%
$164B
$6.47 Million 0.23% of portfolio
12,995
Q4 2024 Reduced 0.73%
$72.8B
$6.37 Million 0.22% of portfolio
69,952
Q4 2024 Added 25.45%
$20.6B
$6.21 Million 0.22% of portfolio
34,017
Q4 2024 Reduced 1.78%
$483B
$6.29 Million 0.22% of portfolio
12,431
Q4 2024 Reduced 39.3%
$0
$5.91 Million 0.21% of portfolio
36,148
Q4 2024 Added 1.15%
$109B
$6.01 Million 0.21% of portfolio
18,102
Q4 2024 Added 0.39%
$77.4B
$5.7 Million 0.2% of portfolio
62,745
Q4 2024 Reduced 3.22%
$40.7B
$5.5 Million 0.19% of portfolio
65,111
Q4 2024 Reduced 0.19%
$43.5B
$5.32 Million 0.19% of portfolio
35,199
Q4 2024 Added 0.57%
$250B
$5.49 Million 0.19% of portfolio
92,757
Q4 2024 Reduced 0.73%
$0
$5.29 Million 0.19% of portfolio
232,835
Q4 2024 Added 199.96%
$0
$5.49 Million 0.19% of portfolio
200,934
Q4 2024 Added 190.33%
$17.7B
$5.52 Million 0.19% of portfolio
14,962
Q4 2024 Added 2.47%
$73.9B
$5.25 Million 0.18% of portfolio
19,936
Q4 2024 Added 0.13%
$61.3B
$5.15 Million 0.18% of portfolio
21,367
Q4 2024 Added 16.94%
$0
$4.94 Million 0.17% of portfolio
50,677
Q1 2024 Added 0.54%
$39.8B
$4.81 Million 0.17% of portfolio
22,875
Q4 2024 Added 18.69%
$123B
$4.59 Million 0.16% of portfolio
16,627
Q4 2024 Added 1.83%
$179B
$4.52 Million 0.16% of portfolio
40,614
Q4 2024 Reduced 13.27%
$0
$4.62 Million 0.16% of portfolio
11,257
Q4 2024 Added 1.58%
$140B
$4.43 Million 0.16% of portfolio
10,463
Q4 2024 Reduced 1.59%
$270B
$4.5 Million 0.16% of portfolio
13,457
Q4 2024 Reduced 2.95%

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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