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
$1.6 Million 0.06% of portfolio
9,334
Q1 2025 Added 1.52%
$0
$1.78 Million 0.06% of portfolio
9,444
Q1 2025 Added 159.31%
$86.2B
$1.62 Million 0.06% of portfolio
2,663
Q1 2025 Added 2.31%
$125B
$1.72 Million 0.06% of portfolio
3,861
Q1 2025 Reduced 25.39%
$87B
$1.7 Million 0.06% of portfolio
7,152
Q1 2025 Reduced 4.65%
$0
$1.76 Million 0.06% of portfolio
6,601
Q1 2025 Added 0.02%
$0
$1.75 Million 0.06% of portfolio
13,547
Q1 2025 Reduced 1.39%
$70.9B
$1.76 Million 0.06% of portfolio
21,939
Q1 2025 Reduced 8.93%
$46.8B
$1.64 Million 0.06% of portfolio
24,189
Q1 2025 Added 0.63%
$71.8B
$1.59 Million 0.06% of portfolio
26,629
Q1 2025 Reduced 5.58%
$18.3B
$1.73 Million 0.06% of portfolio
13,815
Q1 2025 New
$59.3B
$1.6 Million 0.06% of portfolio
6,545
Q1 2025 Reduced 1.31%
$0
$1.66 Million 0.06% of portfolio
63,459
Q1 2025 Reduced 3.24%
$160B
$1.7 Million 0.06% of portfolio
28,493
Q1 2025 Reduced 6.53%
$1.1T
$1.59 Million 0.06% of portfolio
9,587
Q1 2025 Added 11.11%
$187B
$1.65 Million 0.06% of portfolio
3,327
Q1 2025 Reduced 16.47%
$0
$1.3 Million 0.05% of portfolio
11,155
Q3 2022 Reduced 37.17%
$17.7B
$1.43 Million 0.05% of portfolio
4,518
Q1 2025 New
$0
$1.4 Million 0.05% of portfolio
3,334
Q4 2024 Reduced 37.18%
$0
$1.34 Million 0.05% of portfolio
16,932
Q1 2025 Added 0.43%
$14.9B
$1.37 Million 0.05% of portfolio
16,482
Q1 2025 Reduced 32.38%
$106B
$1.29 Million 0.05% of portfolio
21,152
Q1 2025 Reduced 1.51%
$0
$1.37 Million 0.05% of portfolio
12,148
Q1 2025 Added 5.41%
$203B
$1.32 Million 0.05% of portfolio
46,695
Q1 2025 Reduced 4.85%
$23.9B
$1.41 Million 0.05% of portfolio
19,736
Q1 2025 Reduced 31.75%
$129B
$1.41 Million 0.05% of portfolio
8,250
Q1 2025 Reduced 2.03%
$75.1B
$1.38 Million 0.05% of portfolio
12,565
Q1 2025 Reduced 10.85%
$255B
$1.09 Million 0.04% of portfolio
9,786
Q1 2025 Added 1.46%
$84.4B
$982,000 0.04% of portfolio
14,507
Q1 2025 Reduced 12.44%
$32B
$1.19 Million 0.04% of portfolio
9,890
Q1 2025 Added 14.4%
$28.9B
$1.22 Million 0.04% of portfolio
10,654
Q4 2024 Reduced 3.97%
$117B
$1.11 Million 0.04% of portfolio
12,393
Q1 2025 Reduced 13.45%
$81.1B
$1.19 Million 0.04% of portfolio
8,199
Q1 2025 Reduced 20.7%
$89.6B
$966,000 0.04% of portfolio
7,921
Q1 2025 Added 7.33%
$101B
$1.01 Million 0.04% of portfolio
1,505
Q1 2025 Added 21.57%
$46.4B
$1.03 Million 0.04% of portfolio
9,913
Q1 2025 Reduced 24.34%
$49B
$1.07 Million 0.04% of portfolio
3,586
Q1 2025 Reduced 4.01%
$0
$1.19 Million 0.04% of portfolio
23,449
Q1 2025 Added 0.25%
$0
$1.12 Million 0.04% of portfolio
5,049
Q1 2025 Added 2.66%
$0
$1.02 Million 0.04% of portfolio
43,006
Q1 2025 Reduced 0.87%
$0
$1 Million 0.04% of portfolio
1,948
Q1 2025 Added 1.46%
$0
$1.01 Million 0.04% of portfolio
45,827
Q1 2025 Reduced 0.02%
$0
$1.12 Million 0.04% of portfolio
6,451
Q1 2025 Added 1.1%
$0
$968,000 0.04% of portfolio
10,062
Q4 2024 Reduced 7.45%
$138B
$1.08 Million 0.04% of portfolio
9,600
Q1 2025 Added 8.04%
$67.2B
$1.06 Million 0.04% of portfolio
25,060
Q1 2025 Reduced 52.76%
$83.9B
$1.17 Million 0.04% of portfolio
4,582
Q1 2025 Reduced 10.8%
$0
$1 Million 0.04% of portfolio
11,284
Q1 2025 Added 5.21%
$116B
$973,000 0.04% of portfolio
9,274
Q1 2025 Reduced 20.15%

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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