Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

  • $2.74 Billion
  • Q1 2025

Kcm Investment Advisors LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.74 Billion distributed in 362 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $199M, Technology Sector Spdr with a value of $147M, Microsoft Corp with a value of $114M, Costco Wholesale Corp with a value of $111M, and Select Sector Spdr Tr Communic with a value of $65.1M.

Examining the 13F form we can see an decrease of $115M in the current position value, from $2.85B to 2.74B.

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 $2.74 Billion
ETFs: $951 Million
Technology: $431 Million
Industrials: $253 Million
Consumer Defensive: $237 Million
Financial Services: $206 Million
Consumer Cyclical: $200 Million
Healthcare: $187 Million
Communication Services: $95.7 Million
Other: $179 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.8 Million 0.47% of portfolio
94,508
Q1 2025 Reduced 0.18%
$99.4B
$12.9 Million 0.47% of portfolio
131,719
Q1 2025 Reduced 1.55%
$44.9B
$12.6 Million 0.46% of portfolio
88,524
Q1 2025 Reduced 4.3%
$35.4B
$11.7 Million 0.43% of portfolio
201,998
Q1 2025 Reduced 4.79%
$99.1B
$11.5 Million 0.42% of portfolio
68,469
Q1 2025 Reduced 5.68%
$121B
$10.8 Million 0.39% of portfolio
15,829
Q1 2025 Reduced 0.72%
$0
$10 Million 0.37% of portfolio
127,200
Q1 2025 Added 7.41%
$74.7B
$9.77 Million 0.36% of portfolio
88,831
Q1 2025 Reduced 23.31%
$140B
$9.45 Million 0.35% of portfolio
40,537
Q1 2025 Reduced 1.7%
$0
$9 Million 0.33% of portfolio
99,441
Q1 2025 Reduced 8.57%
$0
$8.82 Million 0.32% of portfolio
102,540
Q1 2025 Added 0.98%
$202B
$8.19 Million 0.3% of portfolio
26,249
Q1 2025 Reduced 1.14%
$0
$7.71 Million 0.28% of portfolio
14,454
Q1 2025 Reduced 3.82%
$0
$7.64 Million 0.28% of portfolio
58,871
Q1 2025 Reduced 5.32%
$80.5B
$7.62 Million 0.28% of portfolio
120,019
Q1 2025 Reduced 6.71%
$0
$7.47 Million 0.27% of portfolio
39,572
Q1 2025 Added 0.53%
$0
$7.09 Million 0.26% of portfolio
52,798
Q1 2025 Reduced 0.21%
$32.7B
$6.92 Million 0.25% of portfolio
79,881
Q1 2025 Added 82.25%
$22.6B
$6.91 Million 0.25% of portfolio
33,615
Q1 2025 Reduced 1.18%
$17.9B
$6.69 Million 0.24% of portfolio
56,144
Q1 2025 Reduced 8.96%
$0
$6.68 Million 0.24% of portfolio
11,886
Q1 2025 Reduced 0.66%
$167B
$6.62 Million 0.24% of portfolio
13,023
Q1 2025 Added 0.22%
$284B
$6.49 Million 0.24% of portfolio
12,389
Q1 2025 Reduced 0.34%
$75.5B
$6.68 Million 0.24% of portfolio
71,509
Q1 2025 Added 2.23%
$149B
$6.66 Million 0.24% of portfolio
45,904
Q1 2025 Reduced 2.53%
$179B
$6.24 Million 0.23% of portfolio
40,611
Q1 2025 Reduced 8.72%
$139B
$6.28 Million 0.23% of portfolio
26,597
Q1 2025 Reduced 9.96%
$0
$6.27 Million 0.23% of portfolio
36,682
Q1 2025 Added 1.48%
$15.7B
$5.89 Million 0.21% of portfolio
39,979
Q1 2025 Reduced 3.32%
$268B
$5.75 Million 0.21% of portfolio
93,139
Q1 2025 Added 0.41%
$0
$5.44 Million 0.2% of portfolio
194,496
Q1 2025 Reduced 3.2%
$76.2B
$5.37 Million 0.2% of portfolio
19,700
Q1 2025 Reduced 1.18%
$76.7B
$5.51 Million 0.2% of portfolio
58,802
Q1 2025 Reduced 6.28%
$7.56B
$5.44 Million 0.2% of portfolio
47,655
Q1 2025 Reduced 12.81%
$206B
$5.18 Million 0.19% of portfolio
57,661
Q1 2025 Reduced 19.68%
$39.6B
$5.2 Million 0.19% of portfolio
63,169
Q1 2025 Reduced 2.98%
$46.8B
$5.14 Million 0.19% of portfolio
24,575
Q1 2025 Added 7.43%
$156B
$4.81 Million 0.18% of portfolio
10,255
Q1 2025 Reduced 1.99%
$119B
$4.94 Million 0.18% of portfolio
16,373
Q1 2025 Reduced 1.53%
$129B
$4.85 Million 0.18% of portfolio
17,850
Q1 2025 Reduced 1.39%
$0
$5.01 Million 0.18% of portfolio
232,874
Q1 2025 Added 0.02%
$295B
$4.81 Million 0.18% of portfolio
18,021
Q1 2025 Added 14.14%
$0
$4.59 Million 0.17% of portfolio
179,584
Q1 2025 Reduced 2.99%
$0
$4.73 Million 0.17% of portfolio
112,965
Q1 2025 Added 12.16%
$48.6B
$4.57 Million 0.17% of portfolio
35,776
Q1 2025 Added 1.64%
$61.6B
$4.75 Million 0.17% of portfolio
17,966
Q1 2025 Reduced 15.92%
$0
$4.28 Million 0.16% of portfolio
50,677
Q1 2024 Added 0.54%
$70.5B
$4.44 Million 0.16% of portfolio
1,165
Q1 2025 Reduced 0.68%
$0
$4.17 Million 0.15% of portfolio
11,249
Q1 2025 Reduced 0.07%

Summary

  • Portfolio
  • No. of Stocks 362
  • Current Value $2.74 Billion
  • Prior Value $2.85 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 192 stocks
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