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
$4.41 Million 0.15% of portfolio
185,110
Q4 2024 Reduced 6.91%
$1.3T
$4.09 Million 0.14% of portfolio
6,937
Q4 2024 Added 2.76%
$179B
$3.98 Million 0.14% of portfolio
8,950
Q4 2024 Added 5.21%
$491B
$3.96 Million 0.14% of portfolio
36,786
Q4 2024 Added 11.11%
$23.6B
$3.89 Million 0.14% of portfolio
36,842
Q4 2024 Reduced 5.91%
$0
$3.96 Million 0.14% of portfolio
343,614
Q4 2024 Reduced 4.31%
$0
$4.1 Million 0.14% of portfolio
100,719
Q4 2024 Added 2.99%
$76.2B
$3.74 Million 0.13% of portfolio
39,613
Q4 2024 Reduced 2.5%
$71.6B
$3.76 Million 0.13% of portfolio
1,173
Q4 2024 Reduced 2.09%
$32.7B
$3.8 Million 0.13% of portfolio
43,830
Q4 2024 Added 52.56%
$185B
$3.76 Million 0.13% of portfolio
6,569
Q4 2024 Added 2.54%
$380B
$3.39 Million 0.12% of portfolio
20,338
Q4 2024 Reduced 1.77%
$198B
$3.45 Million 0.12% of portfolio
11,638
Q4 2024 Reduced 2.02%
$141B
$3.55 Million 0.12% of portfolio
133,821
Q4 2024 Added 7.72%
$0
$3.38 Million 0.12% of portfolio
18,539
Q4 2024 Reduced 3.13%
$0
$3.51 Million 0.12% of portfolio
13,272
Q4 2024 Reduced 2.78%
$141B
$3.49 Million 0.12% of portfolio
15,467
Q4 2024 Reduced 8.68%
$330B
$3.48 Million 0.12% of portfolio
15,788
Q4 2024 Reduced 0.82%
$35.8B
$3.57 Million 0.12% of portfolio
9,330
Q4 2024 Added 1.19%
$304B
$3.23 Million 0.11% of portfolio
51,856
Q4 2024 Added 1.68%
$0
$3.22 Million 0.11% of portfolio
64,356
Q2 2024 Added 0.28%
$80.1B
$2.83 Million 0.1% of portfolio
21,884
Q4 2024 Reduced 9.01%
$268B
$2.98 Million 0.1% of portfolio
42,460
Q4 2024 Added 6.16%
$0
$2.73 Million 0.1% of portfolio
54,224
Q4 2024 Added 4.76%
$26.3B
$2.85 Million 0.1% of portfolio
87,930
Q4 2024 Reduced 3.89%
$5.85B
$2.75 Million 0.1% of portfolio
54,655
Q4 2024 Reduced 4.83%
$61.8B
$2.96 Million 0.1% of portfolio
5,696
Q4 2024 Added 12.02%
$195B
$2.91 Million 0.1% of portfolio
23,159
Q4 2024 Reduced 9.1%
$62.8B
$2.54 Million 0.09% of portfolio
53,043
Q4 2024 Reduced 34.7%
$21.9B
$2.54 Million 0.09% of portfolio
28,916
Q4 2024 Reduced 0.86%
$99.2B
$2.57 Million 0.09% of portfolio
31,226
Q4 2024 Reduced 7.45%
$116B
$2.51 Million 0.09% of portfolio
5,175
Q4 2024 Reduced 4.2%
$0
$2.45 Million 0.09% of portfolio
39,375
Q4 2024 Added 0.3%
$0
$2.55 Million 0.09% of portfolio
41,518
Q4 2024 Added 2.67%
$20.4B
$2.59 Million 0.09% of portfolio
33,947
Q4 2024 Reduced 3.92%
$0
$2.67 Million 0.09% of portfolio
20,185
Q4 2024 Reduced 0.96%
$75.7B
$2.46 Million 0.09% of portfolio
9,698
Q4 2024 Reduced 0.32%
$102B
$2.3 Million 0.08% of portfolio
21,789
Q4 2024 Reduced 8.61%
$54.9B
$2.42 Million 0.08% of portfolio
63,623
Q4 2024 Added 3.0%
$24.7B
$2.24 Million 0.08% of portfolio
21,310
Q4 2024 Reduced 1.15%
$55.8B
$2.39 Million 0.08% of portfolio
12,378
Q4 2024 Added 5.19%
$88.5B
$2.1 Million 0.07% of portfolio
1,770
Q4 2024 Reduced 1.06%
$104B
$1.94 Million 0.07% of portfolio
5,254
Q4 2024 Reduced 60.33%
$0
$1.92 Million 0.07% of portfolio
4,775
Q4 2024 Reduced 11.84%
$88B
$1.87 Million 0.07% of portfolio
5,500
Q4 2024 Reduced 1.42%
$35.7B
$1.94 Million 0.07% of portfolio
16,390
Q4 2024 Added 5.27%
$33.9B
$1.91 Million 0.07% of portfolio
20,318
Q4 2024 Added 0.16%
$16.4B
$2.1 Million 0.07% of portfolio
24,375
Q4 2024 Added 4.15%
$174B
$2.08 Million 0.07% of portfolio
3,983
Q4 2024 Added 84.06%

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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