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Kcm Investment Advisors LLC Top Holdings and 13F Report (2025)

About Kcm Investment Advisors LLC

Investment Activity

  • Kcm 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
$180,916,102
Microsoft
$148,940,584
Costco Wholesale
$114,795,961

Largest New Holdings this Quarter

464287689 - iShares Russell 3000 ETF
$1,796,042 Holding
922042718 - Vanguard FTSE All-World ex-US Small-Cap ETF
$697,081 Holding
464287333 - iShares Global Financials ETF
$617,932 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)
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 Time

Map of 500 Largest Holdings ofKcm Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$180,916,102$2,914,646 -1.6%881,7866.1%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$176,061,006$4,163,862 -2.3%695,2615.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$148,940,584$2,175,176 -1.4%299,4325.0%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$114,795,961$1,158,225 -1.0%115,9633.9%Retail/Wholesale
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$77,868,368$4,631,086 6.3%717,4822.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$72,888,598$1,026,965 -1.4%332,2332.4%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$67,003,686$485,679 -0.7%220,4582.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$59,137,749$742,237 -1.2%374,3132.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$58,111,254$5,499,298 10.5%200,4461.9%Finance
Walmart Inc. stock logo
WMT
Walmart
$55,666,670$674,682 -1.2%569,3051.9%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$54,713,692$666,075 -1.2%154,1011.8%Business Services
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$54,672,214$2,644,499 5.1%82,4271.8%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$54,582,895$2,739,229 5.3%251,1521.8%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$53,610,492$962,210 -1.8%173,8341.8%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$50,709,253$305,045 0.6%138,3081.7%Retail/Wholesale
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$48,774,036$3,159,208 6.9%361,8521.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$48,559,295$469,477 -1.0%275,5451.6%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$46,900,360$844,518 1.8%895,5581.6%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$45,995,611$219,089 0.5%268,9331.5%ETF
Chevron Corporation stock logo
CVX
Chevron
$45,199,675$1,254,632 -2.7%315,6621.5%Energy
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$43,773,399$547,008 -1.2%343,8601.5%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$43,715,385$433,156 -1.0%191,0471.5%Business Services
Trane Technologies plc stock logo
TT
Trane Technologies
$42,807,658$886,632 -2.0%97,8661.4%Construction
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$38,463,863$301,383 0.8%260,7371.3%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$33,079,314$182,021 -0.5%408,5381.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$32,656,589$8,730,269 36.5%59,1991.1%Finance
Blackstone Inc. stock logo
BX
Blackstone
$32,122,785$668,324 2.1%214,7531.1%Finance
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$31,002,013$823,194 2.7%85,5651.0%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$30,792,069$1,448,377 -4.5%193,2721.0%Consumer Staples
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$29,968,359$7,548 0.0%353,3591.0%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$29,539,674$1,022,660 -3.3%193,3861.0%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$26,972,214$876,110 -3.1%43,6550.9%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$26,257,095$336,864 -1.3%148,0190.9%Computer and Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$26,186,859$759,421 -2.8%105,4480.9%ETF
Amgen Inc. stock logo
AMGN
Amgen
$25,082,763$34,622 -0.1%89,8350.8%Medical
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$24,211,514$685,332 2.9%86,4480.8%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$24,182,529$111,697 -0.5%348,3510.8%Utilities
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$22,387,944$2,115,311 10.4%59,9570.8%Multi-Sector Conglomerates
McDonald's Corporation stock logo
MCD
McDonald's
$22,303,408$59,603 -0.3%76,3370.7%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$19,986,089$974,374 5.1%146,9460.7%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$19,969,908$303,192 -1.5%51,4410.7%Industrials
Ecolab Inc. stock logo
ECL
Ecolab
$19,612,854$226,600 -1.1%72,7910.7%Basic Materials
Broadcom Inc. stock logo
AVGO
Broadcom
$18,299,861$573,628 -3.0%66,3880.6%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$17,254,985$134,152 0.8%364,6450.6%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$17,053,874$12,373,549 -42.0%21,8770.6%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$14,186,448$138,473 1.0%76,4270.5%Medical
Danaher Corporation stock logo
DHR
Danaher
$14,182,868$353,796 -2.4%71,7970.5%Medical
KLA Corporation stock logo
KLAC
KLA
$14,035,573$143,321 -1.0%15,6690.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$13,782,752$328,381 -2.3%28,3730.5%Finance
WFC.PL
Wells Fargo & Co. Pfd. Series L
$13,663,733$14,090 -0.1%11,6370.5%Finance
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$13,349,129$210,021 1.6%60,9550.4%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$12,725,847$101,661 -0.8%93,7590.4%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$12,333,893$253,571 -2.0%43,7280.4%Basic Materials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$12,159,346$98,915 -0.8%281,0110.4%Computer and Technology
Realty Income Corporation stock logo
O
Realty Income
$11,568,713$68,383 -0.6%200,8110.4%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$11,224,296$845,103 -7.0%122,4960.4%Retail/Wholesale
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$11,219,243$193,251 -1.7%87,0250.4%Consumer Staples
Vertiv Holdings Co. stock logo
VRT
Vertiv
$10,931,800$674,281 6.6%85,1320.4%Computer and Technology
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$10,631,469$244,326 2.4%130,1920.4%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$9,765,565$761,491 8.5%111,2120.3%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$8,910,679$6,656,394 295.3%37,3300.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$8,744,315$249,603 -2.8%39,4120.3%Retail/Wholesale
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$8,636,084$220,157 -2.5%96,9690.3%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$8,556,116$117,243 -1.4%93,7760.3%Finance
LABCORP HOLDINGS INC
$8,392,182$40,164 -0.5%31,9690.3%COM SHS
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$8,376,626$27,095 -0.3%45,7560.3%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$7,946,183$241,892 -3.0%14,0270.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$7,603,920$224,138 3.0%12,2470.3%ETF
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$7,448,642$261,270 -3.4%38,2310.2%ETF
Accenture PLC stock logo
ACN
Accenture
$7,439,671$405,893 -5.2%24,8910.2%Computer and Technology
Southern Copper Corporation stock logo
SCCO
Southern Copper
$7,387,029$152,463 2.1%73,0160.2%Basic Materials
Deere & Company stock logo
DE
Deere & Company
$7,358,768$2,144,273 41.1%14,4720.2%Industrials
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$7,014,011$1,859 0.0%52,8120.2%ETF
Cintas Corporation stock logo
CTAS
Cintas
$6,834,754$657,021 -8.8%30,6670.2%Business Services
Genuine Parts Company stock logo
GPC
Genuine Parts
$6,827,327$16,498 0.2%56,2800.2%Retail/Wholesale
LINDE PLC
$6,778,243$62,401 -0.9%14,4470.2%SHS
NIKE, Inc. stock logo
NKE
NIKE
$6,720,781$1,805,332 -21.2%94,6060.2%Consumer Discretionary
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,646,703$184,690 2.9%95,8010.2%Computer and Technology
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$6,483,575$8,826 0.1%36,7320.2%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$6,435,315$63,186 1.0%18,0270.2%Industrials
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$6,419,734$592,979 -8.5%53,8930.2%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$6,412,901$453,997 -6.6%12,1620.2%Finance
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$6,240,648$76,255 1.2%24,8790.2%Aerospace
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$6,199,271$268,516 -4.2%38,9250.2%Computer and Technology
General Dynamics Corporation stock logo
GD
General Dynamics
$5,796,767$51,041 0.9%19,8750.2%Aerospace
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$5,712,489$3,254,099 -36.3%56,5930.2%Transportation
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$5,550,298$906 0.0%232,9120.2%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$5,346,296$1,182 0.0%58,8150.2%Consumer Staples
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$5,328,417$10,859 0.2%63,2980.2%Utilities
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,160,144$228,414 4.6%11,7700.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$5,030,322$123,835 -2.4%189,8230.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,993,266$472,785 10.5%7,0550.2%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,947,494$51,667 1.1%6,7030.2%Computer and Technology
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$4,890,530$84,006 1.7%18,2800.2%Finance
Chubb Limited stock logo
CB
Chubb
$4,884,349$140,803 3.0%16,8590.2%Finance
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$4,770,740$91,745 2.0%115,1800.2%ETF
Fidelity MSCI Consumer Discretionary Index ETF stock logo
FDIS
Fidelity MSCI Consumer Discretionary Index ETF
$4,762,952$4,233 -0.1%50,6320.2%ETF
The Clorox Company stock logo
CLX
Clorox
$4,744,446$55,833 -1.2%39,5140.2%Consumer Staples
Oracle Corporation stock logo
ORCL
Oracle
$4,725,236$194,799 4.3%21,6130.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$4,676,908$31,766 0.7%14,7230.2%Auto/Tires/Trucks

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