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
$61.9B
$4.09 Million 0.14% of portfolio
38,711
Q2 2025 Added 1.97%
$0
$4.06 Million 0.14% of portfolio
173,293
Q2 2025 Reduced 3.5%
$51.4B
$4.2 Million 0.14% of portfolio
32,933
Q2 2025 Reduced 7.95%
$207B
$4.16 Million 0.14% of portfolio
33,525
Q2 2025 Reduced 4.49%
$0
$3.82 Million 0.13% of portfolio
13,655
Q2 2025 Added 1.61%
$232B
$3.7 Million 0.13% of portfolio
13,570
Q2 2025 Added 0.29%
$306B
$3.67 Million 0.13% of portfolio
51,839
Q2 2025 Added 1.89%
$227B
$3.57 Million 0.12% of portfolio
11,178
Q2 2025 Reduced 0.37%
$7.88B
$3.5 Million 0.12% of portfolio
47,655
Q1 2025 Reduced 12.81%
$0
$3.41 Million 0.12% of portfolio
18,697
Q2 2025 Added 0.54%
$442B
$3.52 Million 0.12% of portfolio
32,687
Q2 2025 Added 1.39%
$146B
$3.43 Million 0.12% of portfolio
14,715
Q2 2025 Reduced 1.8%
$0
$3.24 Million 0.11% of portfolio
62,275
Q2 2025 Reduced 3.23%
$302B
$3.23 Million 0.11% of portfolio
40,360
Q2 2025 Reduced 2.11%
$157B
$3.34 Million 0.11% of portfolio
8,627
Q2 2025 Reduced 0.92%
$0
$3.12 Million 0.11% of portfolio
54,672
Q2 2025 Added 133.15%
$55.1B
$3.21 Million 0.11% of portfolio
5,663
Q1 2025 Reduced 0.58%
$0
$3.34 Million 0.11% of portfolio
11,964
Q2 2025 Reduced 35.84%
$21.4B
$2.91 Million 0.1% of portfolio
31,913
Q2 2025 Reduced 1.54%
$0
$3.05 Million 0.1% of portfolio
40,698
Q2 2025 New
$102B
$3.07 Million 0.1% of portfolio
33,476
Q2 2025 Added 2.29%
$135B
$3.06 Million 0.1% of portfolio
13,289
Q2 2025 Reduced 50.04%
$138B
$2.9 Million 0.1% of portfolio
119,646
Q2 2025 Reduced 3.38%
$210B
$2.92 Million 0.1% of portfolio
9,906
Q2 2025 Added 7.62%
$0
$3.04 Million 0.1% of portfolio
272,722
Q2 2025 Reduced 3.85%
$245B
$2.96 Million 0.1% of portfolio
9,503
Q2 2025 Reduced 23.29%
$250B
$2.9 Million 0.1% of portfolio
20,553
Q2 2025 Reduced 8.77%
$87.3B
$2.83 Million 0.1% of portfolio
18,576
Q2 2025 Reduced 6.04%
$21.5B
$2.83 Million 0.1% of portfolio
24,280
Q2 2025 Added 75.75%
$55.9B
$2.7 Million 0.09% of portfolio
13,412
Q2 2025 Added 5.04%
$38.3B
$2.75 Million 0.09% of portfolio
16,372
Q2 2025 Added 0.73%
$217B
$2.51 Million 0.09% of portfolio
434
Q2 2025 Added 6.37%
$0
$2.53 Million 0.09% of portfolio
39,593
Q2 2025 Reduced 3.94%
$0
$2.75 Million 0.09% of portfolio
55,555
Q2 2025 Added 2.64%
$27.2B
$2.66 Million 0.09% of portfolio
78,440
Q2 2025 Reduced 2.34%
$6.4B
$2.53 Million 0.09% of portfolio
28,040
Q2 2025 Added 1,426.4%
$19.3B
$2.22 Million 0.08% of portfolio
4,534
Q2 2025 Added 0.35%
$55.6B
$2.46 Million 0.08% of portfolio
46,794
Q2 2025 Added 5.09%
$229B
$2.25 Million 0.08% of portfolio
15,416
Q2 2025 Added 1.51%
$17.3B
$2.37 Million 0.08% of portfolio
31,216
Q2 2025 Reduced 1.17%
$1.27T
$2.34 Million 0.08% of portfolio
10,320
Q2 2025 Added 7.65%
$187B
$2.47 Million 0.08% of portfolio
6,095
Q2 2025 Reduced 1.71%
$73.5B
$2.38 Million 0.08% of portfolio
22,516
Q2 2025 Added 2.63%
$60.2B
$2.46 Million 0.08% of portfolio
56,670
Q2 2025 Reduced 2.91%
$0
$2.48 Million 0.08% of portfolio
39,949
Q2 2025 Added 0.11%
$26.8B
$2.19 Million 0.07% of portfolio
21,327
Q2 2025 Added 0.08%
$70.7B
$2.08 Million 0.07% of portfolio
5,351
Q2 2025 Reduced 2.59%
$34.5B
$2.05 Million 0.07% of portfolio
19,657
Q2 2025 Reduced 1.71%
$96.8B
$2.1 Million 0.07% of portfolio
20,009
Q2 2025 Reduced 3.16%

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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