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
$106B
$1.92 Million 0.07% of portfolio
6,284
Q2 2025 Added 144.04%
$202B
$1.98 Million 0.07% of portfolio
14,961
Q2 2025 Reduced 4.66%
$80B
$2.19 Million 0.07% of portfolio
8,844
Q2 2025 Reduced 3.16%
$23.6B
$2.03 Million 0.07% of portfolio
8,560
Q2 2025 Reduced 9.56%
$0
$1.91 Million 0.07% of portfolio
15,066
Q2 2025 Reduced 22.72%
$0
$1.76 Million 0.06% of portfolio
6,602
Q2 2025 Added 0.02%
$0
$1.71 Million 0.06% of portfolio
9,334
Q1 2025 Added 1.52%
$0
$1.73 Million 0.06% of portfolio
4,082
Q2 2025 Reduced 10.78%
$0
$1.79 Million 0.06% of portfolio
13,446
Q2 2025 Reduced 0.75%
$96.6B
$1.87 Million 0.06% of portfolio
2,679
Q2 2025 Added 0.6%
$0
$1.8 Million 0.06% of portfolio
5,117
Q2 2025 New
$113B
$1.77 Million 0.06% of portfolio
3,819
Q2 2025 Reduced 1.09%
$86B
$1.79 Million 0.06% of portfolio
6,552
Q2 2025 Reduced 8.39%
$155B
$1.71 Million 0.06% of portfolio
28,019
Q2 2025 Reduced 1.66%
$0
$1.78 Million 0.06% of portfolio
63,459
Q1 2025 Reduced 3.24%
$70.4B
$1.66 Million 0.06% of portfolio
26,417
Q2 2025 Reduced 0.8%
$52.6B
$1.75 Million 0.06% of portfolio
24,451
Q2 2025 Added 1.08%
$548B
$1.69 Million 0.06% of portfolio
3,016
Q2 2025 Reduced 22.69%
$78.6B
$1.64 Million 0.06% of portfolio
12,330
Q2 2025 Reduced 1.87%
$122B
$1.36 Million 0.05% of portfolio
15,591
Q2 2025 Added 25.8%
$0
$1.46 Million 0.05% of portfolio
3,323
Q2 2025 Reduced 0.33%
$79.3B
$1.33 Million 0.05% of portfolio
7,999
Q2 2025 Reduced 2.44%
$0
$1.37 Million 0.05% of portfolio
5,767
Q2 2025 Added 14.22%
$60B
$1.55 Million 0.05% of portfolio
6,823
Q2 2025 Added 4.25%
$0
$1.37 Million 0.05% of portfolio
56,099
Q2 2025 Added 22.41%
$0
$1.4 Million 0.05% of portfolio
17,027
Q2 2025 Added 0.56%
$0
$1.47 Million 0.05% of portfolio
12,162
Q2 2025 Added 0.12%
$37.5B
$1.34 Million 0.05% of portfolio
9,950
Q2 2025 Added 87.74%
$306B
$1.36 Million 0.05% of portfolio
5,295
Q2 2025 Added 9.27%
$92.8B
$1.59 Million 0.05% of portfolio
4,635
Q2 2025 Reduced 13.69%
$97B
$1.41 Million 0.05% of portfolio
4,582
Q1 2025 Reduced 10.8%
$0
$1.32 Million 0.05% of portfolio
12,084
Q2 2025 Added 7.09%
$15B
$1.35 Million 0.05% of portfolio
18,706
Q2 2025 Added 13.49%
$0
$1.43 Million 0.05% of portfolio
11,155
Q3 2022 Reduced 37.17%
$53.5B
$1.08 Million 0.04% of portfolio
17,365
Q2 2025 Added 9.11%
$0
$1.04 Million 0.04% of portfolio
42,262
Q2 2025 Reduced 1.73%
$94.7B
$1.05 Million 0.04% of portfolio
1,435
Q2 2025 Reduced 4.65%
$545B
$1.29 Million 0.04% of portfolio
966
Q2 2025 Added 6.04%
$31.7B
$1.18 Million 0.04% of portfolio
10,679
Q2 2025 Added 0.23%
$0
$1.14 Million 0.04% of portfolio
6,281
Q2 2025 Reduced 2.64%
$7.5B
$1.12 Million 0.04% of portfolio
3,567
Q2 2025 Added 24.42%
$0
$1.12 Million 0.04% of portfolio
38,270
Q2 2025 Added 22.28%
$147B
$1.07 Million 0.04% of portfolio
9,930
Q2 2025 Added 9.68%
$150B
$1.23 Million 0.04% of portfolio
11,060
Q2 2025 Added 15.21%
$0
$1.08 Million 0.04% of portfolio
10,062
Q4 2024 Reduced 7.45%
$95.8B
$1.05 Million 0.04% of portfolio
8,862
Q2 2025 Added 11.88%
$36.3B
$1.24 Million 0.04% of portfolio
9,569
Q2 2025 Reduced 3.25%
$0
$1.28 Million 0.04% of portfolio
2,246
Q2 2025 Added 15.3%
$257B
$1.24 Million 0.04% of portfolio
10,249
Q2 2025 Added 4.73%

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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