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
$12.8B
$4.59 Million 0.15% of portfolio
37,189
Q3 2025 Reduced 5.88%
$0
$4.16 Million 0.14% of portfolio
168,149
Q3 2025 Reduced 2.97%
$69.4B
$3.85 Million 0.13% of portfolio
46,956
Q3 2025 Added 0.35%
$0
$4.01 Million 0.13% of portfolio
13,655
Q2 2025 Added 1.61%
$8.09B
$3.96 Million 0.13% of portfolio
47,655
Q1 2025 Reduced 12.81%
$267B
$3.64 Million 0.12% of portfolio
10,946
Q3 2025 Reduced 2.08%
$144B
$3.58 Million 0.12% of portfolio
7,822
Q3 2025 Reduced 45.95%
$497B
$3.75 Million 0.12% of portfolio
33,303
Q3 2025 Added 1.88%
$0
$3.44 Million 0.11% of portfolio
59,775
Q3 2025 Reduced 4.01%
$278B
$3.3 Million 0.11% of portfolio
20,758
Q3 2025 Added 1.0%
$0
$3.28 Million 0.11% of portfolio
18,007
Q3 2025 Reduced 3.69%
$64.9B
$3.28 Million 0.11% of portfolio
39,013
Q3 2025 Added 0.78%
$323B
$3.46 Million 0.11% of portfolio
41,229
Q3 2025 Added 2.15%
$308B
$3.44 Million 0.11% of portfolio
51,844
Q3 2025 Added 0.01%
$86.4B
$3.31 Million 0.11% of portfolio
9,429
Q3 2025 Added 105.78%
$6.2B
$3.27 Million 0.11% of portfolio
30,326
Q3 2025 Added 8.15%
$0
$3.07 Million 0.1% of portfolio
264,813
Q3 2025 Reduced 2.9%
$301B
$3.19 Million 0.1% of portfolio
9,231
Q3 2025 Reduced 2.86%
$16.1B
$3.02 Million 0.1% of portfolio
24,940
Q3 2025 Added 2.72%
$134B
$2.99 Million 0.1% of portfolio
14,219
Q3 2025 Reduced 3.37%
$137B
$3.08 Million 0.1% of portfolio
13,018
Q3 2025 Reduced 2.04%
$1.48T
$2.93 Million 0.1% of portfolio
10,474
Q3 2025 Added 1.49%
$18.9B
$2.97 Million 0.1% of portfolio
30,138
Q3 2025 Reduced 5.56%
$193B
$2.97 Million 0.1% of portfolio
25,965
Q3 2025 Reduced 22.55%
$154B
$2.96 Million 0.1% of portfolio
8,380
Q3 2025 Reduced 2.86%
$227B
$2.92 Million 0.1% of portfolio
6,012
Q3 2025 Reduced 1.36%
$0
$2.96 Million 0.1% of portfolio
56,335
Q3 2025 Added 1.4%
$47.7B
$2.88 Million 0.09% of portfolio
5,769
Q3 2025 Added 1.87%
$258B
$2.72 Million 0.09% of portfolio
16,245
Q3 2025 Added 5.38%
$92.6B
$2.8 Million 0.09% of portfolio
18,032
Q3 2025 Reduced 2.93%
$0
$2.65 Million 0.09% of portfolio
19,555
Q3 2025 Added 340.92%
$0
$2.65 Million 0.09% of portfolio
38,992
Q3 2025 Reduced 1.52%
$57.9B
$2.87 Million 0.09% of portfolio
13,387
Q3 2025 Reduced 0.19%
$27.1B
$2.89 Million 0.09% of portfolio
77,898
Q3 2025 Reduced 0.69%
$274B
$2.72 Million 0.09% of portfolio
9,641
Q3 2025 Reduced 2.68%
$0
$2.62 Million 0.09% of portfolio
40,219
Q3 2025 Added 0.68%
$39.7B
$2.84 Million 0.09% of portfolio
29,384
Q3 2025 Reduced 5.0%
$81.8B
$2.49 Million 0.08% of portfolio
22,684
Q3 2025 Added 0.75%
$141B
$2.47 Million 0.08% of portfolio
96,755
Q3 2025 Reduced 19.13%
$53.8B
$2.57 Million 0.08% of portfolio
16,379
Q3 2025 Added 0.04%
$113B
$2.32 Million 0.08% of portfolio
20,268
Q3 2025 Added 1.29%
$0
$2.42 Million 0.08% of portfolio
9,088
Q3 2025 Added 37.66%
$200B
$2.46 Million 0.08% of portfolio
455
Q3 2025 Added 4.84%
$130B
$2.48 Million 0.08% of portfolio
6,984
Q3 2025 Added 11.14%
$35B
$2.19 Million 0.07% of portfolio
19,075
Q3 2025 Reduced 2.96%
$0
$2.1 Million 0.07% of portfolio
14,537
Q3 2025 Reduced 3.51%
$26.6B
$2.17 Million 0.07% of portfolio
21,327
Q2 2025 Added 0.08%
$201B
$2.09 Million 0.07% of portfolio
14,905
Q3 2025 Reduced 0.37%
$107B
$2.21 Million 0.07% of portfolio
2,913
Q3 2025 Added 8.73%

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
Track This Portfolio

Track Kcm Investment Advisors LLC Portfolio

Follow Kcm Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email