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
$0
$12.7 Million 0.43% of portfolio
93,759
Q2 2025 Reduced 0.79%
$182B
$12.2 Million 0.42% of portfolio
281,011
Q2 2025 Reduced 0.81%
$64.2B
$12.3 Million 0.42% of portfolio
43,728
Q2 2025 Reduced 2.01%
$35.6B
$11.6 Million 0.39% of portfolio
200,811
Q2 2025 Reduced 0.59%
$108B
$11.2 Million 0.38% of portfolio
122,496
Q2 2025 Reduced 7.0%
$45.1B
$11.2 Million 0.38% of portfolio
87,025
Q2 2025 Reduced 1.69%
$0
$10.6 Million 0.36% of portfolio
130,192
Q2 2025 Added 2.35%
$0
$9.77 Million 0.33% of portfolio
111,212
Q2 2025 Added 8.46%
$152B
$8.74 Million 0.3% of portfolio
39,412
Q2 2025 Reduced 2.78%
$0
$8.91 Million 0.3% of portfolio
37,330
Q2 2025 Added 295.28%
$0
$8.64 Million 0.29% of portfolio
96,969
Q2 2025 Reduced 2.49%
$179B
$8.56 Million 0.29% of portfolio
93,776
Q2 2025 Reduced 1.35%
$162B
$8.38 Million 0.29% of portfolio
45,756
Q2 2025 Reduced 0.32%
$0
$7.95 Million 0.27% of portfolio
14,027
Q2 2025 Reduced 2.95%
$0
$7.6 Million 0.26% of portfolio
12,247
Q2 2025 Added 3.04%
$0
$7.45 Million 0.25% of portfolio
38,231
Q2 2025 Reduced 3.39%
$153B
$7.36 Million 0.25% of portfolio
14,472
Q2 2025 Added 41.12%
$32.7B
$7.38 Million 0.25% of portfolio
85,132
Q2 2025 Added 6.57%
$76B
$7.39 Million 0.25% of portfolio
73,016
Q2 2025 Added 2.11%
$0
$7.01 Million 0.24% of portfolio
52,812
Q2 2025 Added 0.03%
$22.7B
$6.83 Million 0.23% of portfolio
30,667
Q2 2025 Reduced 8.77%
$293B
$6.65 Million 0.23% of portfolio
95,801
Q2 2025 Added 2.86%
$19B
$6.83 Million 0.23% of portfolio
56,280
Q2 2025 Added 0.24%
$94.4B
$6.72 Million 0.23% of portfolio
94,606
Q2 2025 Reduced 21.17%
$182B
$6.41 Million 0.22% of portfolio
12,162
Q2 2025 Reduced 6.61%
$0
$6.48 Million 0.22% of portfolio
36,732
Q2 2025 Added 0.14%
$0
$6.42 Million 0.22% of portfolio
53,893
Q2 2025 Reduced 8.46%
$145B
$6.44 Million 0.22% of portfolio
18,027
Q2 2025 Added 0.99%
$51.7B
$6.24 Million 0.21% of portfolio
24,879
Q2 2025 Added 1.24%
$173B
$6.2 Million 0.21% of portfolio
38,925
Q2 2025 Reduced 4.15%
$86.2B
$5.8 Million 0.2% of portfolio
19,875
Q2 2025 Added 0.89%
$63.8B
$5.71 Million 0.2% of portfolio
56,593
Q2 2025 Reduced 36.29%
$0
$5.55 Million 0.19% of portfolio
232,912
Q2 2025 Added 0.02%
$70.9B
$5.35 Million 0.18% of portfolio
58,815
Q2 2025 Added 0.02%
$43.8B
$5.33 Million 0.18% of portfolio
63,298
Q2 2025 Added 0.2%
$0
$5.16 Million 0.18% of portfolio
11,770
Q2 2025 Added 4.63%
$61.9B
$4.89 Million 0.17% of portfolio
18,280
Q2 2025 Added 1.75%
$0
$5.03 Million 0.17% of portfolio
189,823
Q2 2025 Reduced 2.4%
$254B
$4.99 Million 0.17% of portfolio
7,055
Q2 2025 Added 10.46%
$1.78T
$4.95 Million 0.17% of portfolio
6,703
Q2 2025 Added 1.06%
$112B
$4.88 Million 0.17% of portfolio
16,859
Q2 2025 Added 2.97%
$15.2B
$4.74 Million 0.16% of portfolio
39,514
Q2 2025 Reduced 1.16%
$1.08T
$4.68 Million 0.16% of portfolio
14,723
Q2 2025 Added 0.68%
$0
$4.76 Million 0.16% of portfolio
50,632
Q2 2025 Reduced 0.09%
$0
$4.77 Million 0.16% of portfolio
115,180
Q2 2025 Added 1.96%
$684B
$4.73 Million 0.16% of portfolio
21,613
Q2 2025 Added 4.3%
$203B
$4.48 Million 0.15% of portfolio
56,553
Q2 2025 Reduced 1.92%
$314B
$4.52 Million 0.15% of portfolio
18,974
Q2 2025 Added 5.29%
$75.9B
$4.27 Million 0.15% of portfolio
1,150
Q2 2025 Reduced 1.29%

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
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