Kcm Investment Advisors LLC Top Holdings and 13F Report (2025) About Kcm Investment Advisors LLCInvestment ActivityKcm Investment Advisors LLC has $2.98 billion in total holdings as of June 30, 2025.Kcm Investment Advisors LLC owns shares of 378 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 2.51% of the portfolio was purchased this quarter.About 2.34% of the portfolio was sold this quarter.This quarter, Kcm Investment Advisors LLC has purchased 362 new stocks and bought additional shares in 131 stocks.Kcm Investment Advisors LLC sold shares of 165 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $180,916,102Technology Select Sector SPDR Fund $176,061,006Microsoft $148,940,584Costco Wholesale $114,795,961Communication Services Select Sector SPDR Fund $77,868,368 Largest New Holdings this Quarter 78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF $3,047,873 Holding464287689 - iShares Russell 3000 ETF $1,796,042 Holding922042718 - Vanguard FTSE All-World ex-US Small-Cap ETF $697,081 Holding464287333 - iShares Global Financials ETF $617,932 Holding46432F834 - iShares Core MSCI Total International Stock ETF $609,510 Holding Largest Purchases this Quarter Invesco QQQ 15,826 shares (about $8.73M)iShares Semiconductor ETF 27,886 shares (about $6.66M)JPMorgan Chase & Co. 18,969 shares (about $5.50M)Communication Services Select Sector SPDR Fund 42,671 shares (about $4.63M)Health Care Select Sector SPDR Fund 23,438 shares (about $3.16M) Largest Sales this Quarter Eli Lilly and Company 15,873 shares (about $12.37M)Technology Select Sector SPDR Fund 16,443 shares (about $4.16M)United Parcel Service 32,238 shares (about $3.25M)Union Pacific 13,308 shares (about $3.06M)Apple 14,206 shares (about $2.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKcm Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$180,916,102$2,914,646 ▼-1.6%881,7866.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$176,061,006$4,163,862 ▼-2.3%695,2615.9%ETFMSFTMicrosoft$148,940,584$2,175,176 ▼-1.4%299,4325.0%Computer and TechnologyCOSTCostco Wholesale$114,795,961$1,158,225 ▼-1.0%115,9633.9%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$77,868,368$4,631,086 ▲6.3%717,4822.6%ETFAMZNAmazon.com$72,888,598$1,026,965 ▼-1.4%332,2332.4%Retail/WholesaleVTIVanguard Total Stock Market ETF$67,003,686$485,679 ▼-0.7%220,4582.2%ETFNVDANVIDIA$59,137,749$742,237 ▼-1.2%374,3132.0%Computer and TechnologyJPMJPMorgan Chase & Co.$58,111,254$5,499,298 ▲10.5%200,4461.9%FinanceWMTWalmart$55,666,670$674,682 ▼-1.2%569,3051.9%Retail/WholesaleVVisa$54,713,692$666,075 ▼-1.2%154,1011.8%Business ServicesVGTVanguard Information Technology ETF$54,672,214$2,644,499 ▲5.1%82,4271.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$54,582,895$2,739,229 ▲5.3%251,1521.8%FinanceADPAutomatic Data Processing$53,610,492$962,210 ▼-1.8%173,8341.8%Computer and TechnologyHDHome Depot$50,709,253$305,045 ▲0.6%138,3081.7%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$48,774,036$3,159,208 ▲6.9%361,8521.6%ETFGOOGLAlphabet$48,559,295$469,477 ▼-1.0%275,5451.6%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$46,900,360$844,518 ▲1.8%895,5581.6%ETFVOXVanguard Communication Services ETF$45,995,611$219,089 ▲0.5%268,9331.5%ETFCVXChevron$45,199,675$1,254,632 ▼-2.7%315,6621.5%EnergyVFHVanguard Financials ETF$43,773,399$547,008 ▼-1.2%343,8601.5%ETFWMWaste Management$43,715,385$433,156 ▼-1.0%191,0471.5%Business ServicesTTTrane Technologies$42,807,658$886,632 ▼-2.0%97,8661.4%ConstructionXLIIndustrial Select Sector SPDR Fund$38,463,863$301,383 ▲0.8%260,7371.3%ETFXLPConsumer Staples Select Sector SPDR Fund$33,079,314$182,021 ▼-0.5%408,5381.1%ETFQQQInvesco QQQ$32,656,589$8,730,269 ▲36.5%59,1991.1%FinanceBXBlackstone$32,122,785$668,324 ▲2.1%214,7531.1%FinanceVCRVanguard Consumer Discretionary ETF$31,002,013$823,194 ▲2.7%85,5651.0%ETFPGProcter & Gamble$30,792,069$1,448,377 ▼-4.5%193,2721.0%Consumer StaplesXLEEnergy Select Sector SPDR Fund$29,968,359$7,548 ▼0.0%353,3591.0%ETFJNJJohnson & Johnson$29,539,674$1,022,660 ▼-3.3%193,3861.0%MedicalSPYSPDR S&P 500 ETF Trust$26,972,214$876,110 ▼-3.1%43,6550.9%FinanceGOOGAlphabet$26,257,095$336,864 ▼-1.3%148,0190.9%Computer and TechnologyVHTVanguard Health Care ETF$26,186,859$759,421 ▼-2.8%105,4480.9%ETFAMGNAmgen$25,082,763$34,622 ▼-0.1%89,8350.8%MedicalVISVanguard Industrials ETF$24,211,514$685,332 ▲2.9%86,4480.8%ETFNEENextEra Energy$24,182,529$111,697 ▼-0.5%348,3510.8%UtilitiesCSLCarlisle Companies$22,387,944$2,115,311 ▲10.4%59,9570.8%Multi-Sector ConglomeratesMCDMcDonald's$22,303,408$59,603 ▼-0.3%76,3370.7%Retail/WholesaleABTAbbott Laboratories$19,986,089$974,374 ▲5.1%146,9460.7%MedicalCATCaterpillar$19,969,908$303,192 ▼-1.5%51,4410.7%IndustrialsECLEcolab$19,612,854$226,600 ▼-1.1%72,7910.7%Basic MaterialsAVGOBroadcom$18,299,861$573,628 ▼-3.0%66,3880.6%Computer and TechnologyBACBank of America$17,254,985$134,152 ▲0.8%364,6450.6%FinanceLLYEli Lilly and Company$17,053,874$12,373,549 ▼-42.0%21,8770.6%MedicalABBVAbbVie$14,186,448$138,473 ▲1.0%76,4270.5%MedicalDHRDanaher$14,182,868$353,796 ▼-2.4%71,7970.5%MedicalKLACKLA$14,035,573$143,321 ▼-1.0%15,6690.5%Computer and TechnologyBRK.BBerkshire Hathaway$13,782,752$328,381 ▼-2.3%28,3730.5%FinanceWFC.PLWells Fargo & Co. Pfd. Series L$13,663,733$14,090 ▼-0.1%11,6370.5%FinanceVDCVanguard Consumer Staples ETF$13,349,129$210,021 ▲1.6%60,9550.4%ETFSDYSPDR S&P Dividend ETF$12,725,847$101,661 ▼-0.8%93,7590.4%ETFAPDAir Products and Chemicals$12,333,893$253,571 ▼-2.0%43,7280.4%Basic MaterialsVZVerizon Communications$12,159,346$98,915 ▼-0.8%281,0110.4%Computer and TechnologyORealty Income$11,568,713$68,383 ▼-0.6%200,8110.4%FinanceSBUXStarbucks$11,224,296$845,103 ▼-7.0%122,4960.4%Retail/WholesaleKMBKimberly-Clark$11,219,243$193,251 ▼-1.7%87,0250.4%Consumer StaplesVRTVertiv$10,931,800$674,281 ▲6.6%85,1320.4%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$10,631,469$244,326 ▲2.4%130,1920.4%ETFXLBMaterials Select Sector SPDR Fund$9,765,565$761,491 ▲8.5%111,2120.3%ETFSOXXiShares Semiconductor ETF$8,910,679$6,656,394 ▲295.3%37,3300.3%ETFLOWLowe's Companies$8,744,315$249,603 ▼-2.8%39,4120.3%Retail/WholesaleVNQVanguard Real Estate ETF$8,636,084$220,157 ▼-2.5%96,9690.3%ETFSCHWCharles Schwab$8,556,116$117,243 ▼-1.4%93,7760.3%FinanceLABCORP HOLDINGS INC$8,392,182$40,164 ▼-0.5%31,9690.3%COM SHSAMATApplied Materials$8,376,626$27,095 ▼-0.3%45,7560.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$7,946,183$241,892 ▼-3.0%14,0270.3%ETFIVViShares Core S&P 500 ETF$7,603,920$224,138 ▲3.0%12,2470.3%ETFVAWVanguard Materials ETF$7,448,642$261,270 ▼-3.4%38,2310.2%ETFACNAccenture$7,439,671$405,893 ▼-5.2%24,8910.2%Computer and TechnologySCCOSouthern Copper$7,387,029$152,463 ▲2.1%73,0160.2%Basic MaterialsDEDeere & Company$7,358,768$2,144,273 ▲41.1%14,4720.2%IndustrialsDVYiShares Select Dividend ETF$7,014,011$1,859 ▲0.0%52,8120.2%ETFCTASCintas$6,834,754$657,021 ▼-8.8%30,6670.2%Business ServicesGPCGenuine Parts$6,827,327$16,498 ▲0.2%56,2800.2%Retail/WholesaleLINDE PLC$6,778,243$62,401 ▼-0.9%14,4470.2%SHSNKENIKE$6,720,781$1,805,332 ▼-21.2%94,6060.2%Consumer DiscretionaryCSCOCisco Systems$6,646,703$184,690 ▲2.9%95,8010.2%Computer and TechnologyVPUVanguard Utilities ETF$6,483,575$8,826 ▲0.1%36,7320.2%ETFETNEaton$6,435,315$63,186 ▲1.0%18,0270.2%IndustrialsVDEVanguard Energy ETF$6,419,734$592,979 ▼-8.5%53,8930.2%ETFSPGIS&P Global$6,412,901$453,997 ▼-6.6%12,1620.2%FinanceLHXL3Harris Technologies$6,240,648$76,255 ▲1.2%24,8790.2%AerospaceQCOMQUALCOMM$6,199,271$268,516 ▼-4.2%38,9250.2%Computer and TechnologyGDGeneral Dynamics$5,796,767$51,041 ▲0.9%19,8750.2%AerospaceUPSUnited Parcel Service$5,712,489$3,254,099 ▼-36.3%56,5930.2%TransportationSCHBSchwab US Broad Market ETF$5,550,298$906 ▲0.0%232,9120.2%ETFCLColgate-Palmolive$5,346,296$1,182 ▲0.0%58,8150.2%Consumer StaplesPEGPublic Service Enterprise Group$5,328,417$10,859 ▲0.2%63,2980.2%UtilitiesVUGVanguard Growth ETF$5,160,144$228,414 ▲4.6%11,7700.2%ETFSCHDSchwab US Dividend Equity ETF$5,030,322$123,835 ▼-2.4%189,8230.2%ETFGSThe Goldman Sachs Group$4,993,266$472,785 ▲10.5%7,0550.2%FinanceMETAMeta Platforms$4,947,494$51,667 ▲1.1%6,7030.2%Computer and TechnologyTRVTravelers Companies$4,890,530$84,006 ▲1.7%18,2800.2%FinanceCBChubb$4,884,349$140,803 ▲3.0%16,8590.2%FinanceXLREReal Estate Select Sector SPDR Fund$4,770,740$91,745 ▲2.0%115,1800.2%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$4,762,952$4,233 ▼-0.1%50,6320.2%ETFCLXClorox$4,744,446$55,833 ▼-1.2%39,5140.2%Consumer StaplesORCLOracle$4,725,236$194,799 ▲4.3%21,6130.2%Computer and TechnologyTSLATesla$4,676,908$31,766 ▲0.7%14,7230.2%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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