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
$287,000 0.01% of portfolio
3,515
Q4 2024 Reduced 11.35%
$0
$277,000 0.01% of portfolio
2,135
Q1 2023 Reduced 1.61%
$0
$224,000 0.01% of portfolio
3,865
Q3 2024 Reduced 5.39%
$0
$268,000 0.01% of portfolio
4,187
Q4 2024 Added 18.24%
$0
$222,000 0.01% of portfolio
3,650
Q1 2025 Reduced 4.82%
$0
$382,000 0.01% of portfolio
3,656
Q1 2025 Added 2.61%
$27B
$214,000 0.01% of portfolio
1,960
Q1 2025 Reduced 2.49%
$72.5B
$329,000 0.01% of portfolio
1,877
Q1 2025 Added 2.68%
$92.2B
$330,000 0.01% of portfolio
4,875
Q1 2025 Reduced 55.67%
$34.4B
$265,000 0.01% of portfolio
457
Q1 2024 New
$58.6B
$352,000 0.01% of portfolio
1,488
Q1 2025 Reduced 10.63%
$29.3B
$344,000 0.01% of portfolio
2,303
Q4 2024 Reduced 1.24%
$40.9B
$282,000 0.01% of portfolio
5,725
Q1 2025 Reduced 13.48%
$24.8B
$227,000 0.01% of portfolio
1,331
Q1 2025 New
$36.5B
$350,000 0.01% of portfolio
3,535
Q1 2025 Reduced 25.47%
$39.7B
$256,000 0.01% of portfolio
2,487
Q1 2025 Reduced 1.78%
$0
$211,000 0.01% of portfolio
2,788
Q1 2024 New
$0
$381,000 0.01% of portfolio
2,000
Q4 2024 Reduced 3.57%
$0
$272,000 0.01% of portfolio
13,798
Q1 2025 New
$0
$276,000 0.01% of portfolio
4,860
Q1 2025 Added 6.23%
$17.5B
$288,000 0.01% of portfolio
2,283
Q1 2024 Added 8.71%
$0
$216,000 0.01% of portfolio
3,166
Q4 2024 Reduced 84.14%
$0
$268,000 0.01% of portfolio
3,859
Q4 2024 Reduced 0.57%
$242B
$328,000 0.01% of portfolio
4,488
Q1 2025 Reduced 24.13%
$0
$410,000 0.01% of portfolio
7,302
Q1 2025 Reduced 3.21%
$7.92B
$342,000 0.01% of portfolio
3,501
Q1 2025 Reduced 17.93%
$24.5B
$376,000 0.01% of portfolio
4,859
Q3 2024 Added 1.23%
$16.2B
$290,000 0.01% of portfolio
639
Q1 2024 Reduced 36.04%
$22.8B
$369,000 0.01% of portfolio
5,942
Q1 2025 Reduced 0.83%
$15.6B
$279,000 0.01% of portfolio
4,054
Q1 2025 Reduced 31.82%
$4.64B
$263,000 0.01% of portfolio
8,850
Q3 2024 New
$79.5B
$313,000 0.01% of portfolio
2,502
Q1 2025 Added 10.81%
$0
$261,000 0.01% of portfolio
9,712
Q4 2024 Added 100.0%
$20.8B
$367,000 0.01% of portfolio
1,110
Q1 2025 Reduced 11.9%
$0
$218,000 0.01% of portfolio
5,533
Q4 2023 New
$32.3B
$365,000 0.01% of portfolio
6,109
Q1 2025 Reduced 10.28%
$0
$239,000 0.01% of portfolio
3,708
Q4 2023 New
$0
$329,000 0.01% of portfolio
8,478
Q1 2025 Added 1.91%
$41.9B
$277,000 0.01% of portfolio
27,678
Q1 2025 Reduced 9.25%
$34.1B
$267,000 0.01% of portfolio
3,343
Q1 2025 Reduced 24.79%
$66.1B
$376,000 0.01% of portfolio
1,091
Q1 2025 Added 0.83%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 13.29%
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.68%
$4.13B
$129,000 0.0% of portfolio
15,762
Q1 2025 Reduced 4.78%
Wells Fargo CO New
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.6%
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.33%
$0
$46,000 0.0% of portfolio
10,000
Q1 2022 New
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 18.79%

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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