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
$7.51B
$270,000 0.01% of portfolio
2,851
Q2 2025 Reduced 18.57%
$29.9B
$384,000 0.01% of portfolio
2,348
Q2 2025 Added 1.95%
$27.8B
$412,000 0.01% of portfolio
9,818
Q2 2025 Added 102.06%
$22.8B
$380,000 0.01% of portfolio
5,985
Q2 2025 Added 0.72%
$16.7B
$225,000 0.01% of portfolio
3,270
Q2 2025 Reduced 19.34%
$4.64B
$279,000 0.01% of portfolio
8,850
Q3 2024 New
$0
$258,000 0.01% of portfolio
3,948
Q2 2025 New
$0
$244,000 0.01% of portfolio
3,865
Q3 2024 Reduced 5.39%
$0
$215,000 0.01% of portfolio
5,533
Q4 2023 New
$25.9B
$245,000 0.01% of portfolio
1,481
Q2 2025 Added 11.27%
$61.1B
$346,000 0.01% of portfolio
1,083
Q2 2025 Reduced 0.73%
$113B
$204,000 0.01% of portfolio
6,070
Q2 2025 New
$31.6B
$258,000 0.01% of portfolio
3,111
Q2 2025 Reduced 6.94%
$44.4B
$202,000 0.01% of portfolio
18,683
Q2 2025 Reduced 32.5%
$79.5B
$254,000 0.01% of portfolio
2,032
Q2 2025 Reduced 18.78%
$0
$290,000 0.01% of portfolio
3,996
Q2 2025 New
$19.7B
$377,000 0.01% of portfolio
2,283
Q1 2024 Added 8.71%
$0
$346,000 0.01% of portfolio
8,154
Q2 2025 Reduced 3.82%
$0
$259,000 0.01% of portfolio
3,708
Q4 2023 New
$0
$300,000 0.01% of portfolio
2,000
Q2 2025 New
$0
$206,000 0.01% of portfolio
3,650
Q1 2025 Reduced 4.82%
$0
$303,000 0.01% of portfolio
2,135
Q1 2023 Reduced 1.61%
$0
$284,000 0.01% of portfolio
4,145
Q2 2025 Reduced 1.0%
$7.89B
$423,000 0.01% of portfolio
2,515
Q1 2025 Added 4.14%
$17.7B
$339,000 0.01% of portfolio
1,245
Q1 2025 Reduced 2.73%
$99.2B
$212,000 0.01% of portfolio
771
Q1 2025 New
$25B
$287,000 0.01% of portfolio
1,570
Q2 2025 Reduced 31.35%
$49.2B
$395,000 0.01% of portfolio
1,349
Q2 2025 Added 2.9%
$36.8B
$317,000 0.01% of portfolio
3,167
Q2 2025 Reduced 1.52%
$77.3B
$349,000 0.01% of portfolio
1,877
Q1 2025 Added 2.68%
$36B
$218,000 0.01% of portfolio
2,720
Q1 2025 New
$21.3B
$203,000 0.01% of portfolio
3,943
Q2 2025 Reduced 18.25%
$48.7B
$389,000 0.01% of portfolio
2,680
Q1 2025 Reduced 8.53%
$52.5B
$418,000 0.01% of portfolio
2,045
Q2 2025 New
$0
$217,000 0.01% of portfolio
2,210
Q2 2025 New
$188B
$209,000 0.01% of portfolio
1,589
Q2 2025 New
$323B
$222,000 0.01% of portfolio
733
Q2 2025 New
$45.7B
$202,000 0.01% of portfolio
578
Q2 2025 Reduced 69.42%
$19.1B
$225,000 0.01% of portfolio
8,882
Q2 2025 Added 15.11%
$0
$289,000 0.01% of portfolio
9,712
Q4 2024 Added 100.0%
$0
$308,000 0.01% of portfolio
7,715
Q2 2025 New
$93.6B
$278,000 0.01% of portfolio
546
Q2 2025 New
$0
$238,000 0.01% of portfolio
8,602
Q2 2025 New
$0
$305,000 0.01% of portfolio
10,661
Q2 2025 New
$75.3B
$216,000 0.01% of portfolio
6,624
Q2 2025 New
$47.6B
$242,000 0.01% of portfolio
3,101
Q1 2025 Reduced 24.37%
$12.3B
$378,000 0.01% of portfolio
1,912
Q3 2023 Reduced 17.3%
$18.8B
$253,000 0.01% of portfolio
4,340
Q2 2025 New
$139B
$253,000 0.01% of portfolio
2,058
Q2 2025 New

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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