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
$3.94 Million 0.14% of portfolio
18,647
Q1 2025 Added 365.13%
$1.5T
$3.82 Million 0.14% of portfolio
6,633
Q1 2025 Reduced 4.38%
$447B
$3.83 Million 0.14% of portfolio
32,238
Q1 2025 Reduced 12.36%
$1.03T
$3.79 Million 0.14% of portfolio
14,623
Q1 2025 Reduced 15.43%
$268B
$3.63 Million 0.13% of portfolio
13,531
Q1 2025 Added 0.55%
$80.1B
$3.65 Million 0.13% of portfolio
37,963
Q1 2025 Reduced 4.17%
$210B
$3.49 Million 0.13% of portfolio
6,387
Q1 2025 Reduced 2.77%
$0
$3.48 Million 0.13% of portfolio
13,438
Q1 2025 Added 1.25%
$216B
$3.46 Million 0.13% of portfolio
35,102
Q1 2025 Reduced 13.57%
$19.9B
$3.67 Million 0.13% of portfolio
32,411
Q1 2025 Reduced 12.03%
$313B
$3.64 Million 0.13% of portfolio
50,875
Q1 2025 Reduced 1.89%
$193B
$3.34 Million 0.12% of portfolio
8,707
Q1 2025 Reduced 2.72%
$152B
$3.17 Million 0.12% of portfolio
14,985
Q1 2025 Reduced 3.12%
$60.7B
$3.34 Million 0.12% of portfolio
5,663
Q1 2025 Reduced 0.58%
$0
$3.39 Million 0.12% of portfolio
18,597
Q1 2025 Added 0.31%
$0
$3.18 Million 0.12% of portfolio
283,644
Q1 2025 Reduced 17.45%
$479B
$2.9 Million 0.11% of portfolio
20,722
Q1 2025 Added 1.89%
$224B
$3.02 Million 0.11% of portfolio
11,220
Q1 2025 Reduced 3.59%
$24.8B
$2.9 Million 0.11% of portfolio
80,316
Q1 2025 Reduced 8.66%
$80.2B
$2.9 Million 0.11% of portfolio
19,771
Q1 2025 Reduced 9.66%
$136B
$3.14 Million 0.11% of portfolio
123,834
Q1 2025 Reduced 7.46%
$0
$2.96 Million 0.11% of portfolio
64,356
Q2 2024 Added 0.28%
$97.2B
$3.01 Million 0.11% of portfolio
32,726
Q1 2025 Added 4.8%
$286B
$2.96 Million 0.11% of portfolio
41,231
Q1 2025 Reduced 2.89%
$162B
$3.09 Million 0.11% of portfolio
6,201
Q1 2025 Reduced 5.93%
$53.1B
$2.64 Million 0.1% of portfolio
12,769
Q1 2025 Added 3.16%
$31.6B
$2.68 Million 0.1% of portfolio
9,465
Q1 2025 Added 1.45%
$5.76B
$2.63 Million 0.1% of portfolio
1,837
Q1 2025 Added 3.79%
$223B
$2.63 Million 0.1% of portfolio
22,529
Q1 2025 Reduced 2.72%
$0
$2.52 Million 0.09% of portfolio
54,126
Q1 2025 Reduced 0.18%
$0
$2.55 Million 0.09% of portfolio
41,218
Q1 2025 Reduced 0.72%
$0
$2.49 Million 0.09% of portfolio
19,496
Q1 2025 Reduced 3.41%
$182B
$2.35 Million 0.09% of portfolio
15,693
Q1 2025 Reduced 63.23%
$91B
$2.39 Million 0.09% of portfolio
5,493
Q1 2025 Added 4.55%
$18.9B
$2.6 Million 0.09% of portfolio
31,587
Q1 2025 Reduced 6.95%
$562B
$2.14 Million 0.08% of portfolio
3,901
Q1 2025 Added 1.43%
$0
$2.33 Million 0.08% of portfolio
39,906
Q1 2025 Added 1.35%
$101B
$2.31 Million 0.08% of portfolio
20,662
Q1 2025 Reduced 5.17%
$60.3B
$2.21 Million 0.08% of portfolio
58,370
Q1 2025 Reduced 8.26%
$40.1B
$2.24 Million 0.08% of portfolio
16,253
Q1 2025 Reduced 0.84%
$248B
$2.29 Million 0.08% of portfolio
9,205
Q1 2025 Added 3.24%
$76.5B
$2.27 Million 0.08% of portfolio
9,133
Q1 2025 Reduced 5.83%
$33.3B
$2.18 Million 0.08% of portfolio
19,999
Q1 2025 Reduced 1.57%
$204B
$2.01 Million 0.07% of portfolio
15,187
Q1 2025 Added 1.71%
$218B
$1.88 Million 0.07% of portfolio
408
Q1 2025 Added 3.55%
$29.4B
$1.83 Million 0.07% of portfolio
21,310
Q4 2024 Reduced 1.15%
$93.5B
$1.88 Million 0.07% of portfolio
5,370
Q1 2025 Reduced 2.36%
$42.8B
$2.04 Million 0.07% of portfolio
44,526
Q1 2025 Added 3.19%
$0
$1.95 Million 0.07% of portfolio
9,784
Q1 2025 Added 29.28%

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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