Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

  • $3.05 Billion
  • Q3 2025

Kcm Investment Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.05 Billion distributed in 383 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $223M, Technology Sector Spdr with a value of $194M, Microsoft Corp with a value of $155M, Costco Wholesale Corp with a value of $107M, and Amazon Com Inc with a value of $73.5M.

Examining the 13F form we can see an increase of $120M in the current position value, from $2.93B to 3.05B.

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 $3.05 Billion
ETFs: $1.06 Billion
Technology: $555 Million
Industrials: $265 Million
Financial Services: $244 Million
Consumer Defensive: $230 Million
Consumer Cyclical: $214 Million
Healthcare: $168 Million
Communication Services: $135 Million
Other: $180 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172B
$12.4 Million 0.41% of portfolio
282,360
Q3 2025 Added 0.48%
$35.1B
$12 Million 0.39% of portfolio
197,690
Q3 2025 Reduced 1.55%
$57.5B
$11.8 Million 0.39% of portfolio
43,261
Q3 2025 Reduced 1.07%
$0
$12 Million 0.39% of portfolio
56,007
Q3 2025 Reduced 8.12%
$0
$11.7 Million 0.38% of portfolio
134,571
Q3 2025 Added 3.36%
$35.1B
$10.7 Million 0.35% of portfolio
86,152
Q3 2025 Reduced 1.0%
$0
$10.4 Million 0.34% of portfolio
38,419
Q3 2025 Added 2.92%
$0
$9.64 Million 0.32% of portfolio
107,575
Q3 2025 Reduced 3.27%
$97.3B
$9.5 Million 0.31% of portfolio
112,329
Q3 2025 Reduced 8.3%
$141B
$9.5 Million 0.31% of portfolio
37,790
Q3 2025 Reduced 4.12%
$194B
$9.36 Million 0.31% of portfolio
45,717
Q3 2025 Reduced 0.09%
$101B
$9.16 Million 0.3% of portfolio
75,437
Q3 2025 Added 3.32%
$0
$8.93 Million 0.29% of portfolio
14,982
Q3 2025 Added 6.81%
$172B
$8.99 Million 0.29% of portfolio
94,206
Q3 2025 Added 0.46%
$0
$8.68 Million 0.28% of portfolio
94,965
Q3 2025 Reduced 2.07%
$0
$8.2 Million 0.27% of portfolio
12,252
Q3 2025 Added 0.04%
$32.7B
$7.52 Million 0.25% of portfolio
86,729
Q3 2025 Added 1.88%
$0
$7.63 Million 0.25% of portfolio
37,243
Q3 2025 Reduced 2.58%
$18B
$7.69 Million 0.25% of portfolio
55,497
Q3 2025 Reduced 1.39%
$0
$7.51 Million 0.25% of portfolio
52,826
Q3 2025 Added 0.03%
$0
$7.02 Million 0.23% of portfolio
37,062
Q3 2025 Added 0.9%
$140B
$6.72 Million 0.22% of portfolio
17,957
Q3 2025 Reduced 0.39%
$0
$6.7 Million 0.22% of portfolio
53,260
Q3 2025 Reduced 1.17%
$94.5B
$6.82 Million 0.22% of portfolio
20,000
Q3 2025 Added 0.63%
$320B
$6.71 Million 0.22% of portfolio
98,121
Q3 2025 Added 2.42%
$1.28T
$6.48 Million 0.21% of portfolio
14,561
Q3 2025 Reduced 1.1%
$80.8B
$6.29 Million 0.21% of portfolio
90,257
Q3 2025 Reduced 4.6%
$195B
$6.29 Million 0.21% of portfolio
37,794
Q3 2025 Reduced 2.91%
$601B
$6.28 Million 0.21% of portfolio
22,320
Q3 2025 Added 3.27%
$19B
$6.28 Million 0.21% of portfolio
30,574
Q3 2025 Reduced 0.3%
$0
$5.99 Million 0.2% of portfolio
232,950
Q3 2025 Added 0.02%
$155B
$6.11 Million 0.2% of portfolio
24,761
Q3 2025 Reduced 0.52%
$21.2B
$5.67 Million 0.19% of portfolio
10,434
Q3 2025 Added 130.13%
$161B
$5.94 Million 0.19% of portfolio
12,197
Q3 2025 Added 0.29%
$270B
$5.62 Million 0.18% of portfolio
7,055
Q2 2025 Added 10.46%
$0
$5.34 Million 0.18% of portfolio
16,362
Q3 2025 Added 36.76%
$41.3B
$5.35 Million 0.18% of portfolio
64,154
Q3 2025 Added 1.35%
$0
$5.11 Million 0.17% of portfolio
187,206
Q3 2025 Reduced 1.38%
$269B
$5.08 Million 0.17% of portfolio
21,217
Q3 2025 Added 11.82%
$0
$5.21 Million 0.17% of portfolio
50,632
Q2 2025 Reduced 0.09%
$67.3B
$5.13 Million 0.17% of portfolio
18,369
Q3 2025 Added 0.49%
$1.37T
$5.1 Million 0.17% of portfolio
6,939
Q3 2025 Added 3.52%
$55.7B
$4.92 Million 0.16% of portfolio
32,278
Q3 2025 Reduced 1.99%
$0
$4.98 Million 0.16% of portfolio
118,195
Q3 2025 Added 2.62%
$123B
$4.79 Million 0.16% of portfolio
16,973
Q3 2025 Added 0.68%
$73.2B
$4.95 Million 0.16% of portfolio
1,153
Q3 2025 Added 0.26%
$0
$4.43 Million 0.15% of portfolio
9,227
Q3 2025 Reduced 21.61%
$235B
$4.68 Million 0.15% of portfolio
55,768
Q3 2025 Reduced 1.39%
$65.1B
$4.54 Million 0.15% of portfolio
56,849
Q3 2025 Reduced 3.34%

Summary

  • Portfolio
  • No. of Stocks 383
  • Current Value $3.05 Billion
  • Prior Value $2.93 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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