Kcm Investment Advisors LLC Top Holdings and 13F Report (2025) About Kcm Investment Advisors LLCInvestment ActivityKcm Investment Advisors LLC has $2.78 billion in total holdings as of March 31, 2025.Kcm Investment Advisors LLC owns shares of 362 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 2.15% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Kcm Investment Advisors LLC has purchased 367 new stocks and bought additional shares in 97 stocks.Kcm Investment Advisors LLC sold shares of 192 stocks and completely divested from 20 stocks this quarter.Largest Holdings Apple $199,026,767Technology Select Sector SPDR Fund $146,952,591Microsoft $114,045,243Costco Wholesale $110,782,105Communication Services Select Sector SPDR Fund $65,085,502 Largest New Holdings this Quarter 12008R107 - Builders FirstSource $1,726,046 Holding231561101 - Curtiss-Wright $1,433,426 Holding512807306 - LAM RESEARCH CORP $949,397 Holding574599106 - Masco $835,454 Holding922908744 - Vanguard Value ETF $280,761 Holding Largest Purchases this Quarter Carlisle Companies 39,330 shares (about $13.39M)Technology Select Sector SPDR Fund 18,950 shares (about $3.91M)Vanguard Information Technology ETF 5,913 shares (about $3.21M)VanEck Semiconductor ETF 14,638 shares (about $3.10M)Communication Services Select Sector SPDR Fund 29,326 shares (about $2.83M) Largest Sales this Quarter Crown Castle 96,118 shares (about $10.02M)Edison International 134,616 shares (about $7.93M)Apple 23,219 shares (about $5.16M)PepsiCo 26,989 shares (about $4.05M)United Parcel Service 27,003 shares (about $2.97M) 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$199,026,767$5,157,638 ▼-2.5%895,9927.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$146,952,591$3,912,795 ▲2.7%711,7045.3%ETFMSFTMicrosoft$114,045,243$2,236,571 ▼-1.9%303,8054.1%Computer and TechnologyCOSTCostco Wholesale$110,782,105$2,550,770 ▼-2.3%117,1334.0%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$65,085,502$2,828,492 ▲4.5%674,8112.3%ETFAMZNAmazon.com$64,101,258$757,045 ▼-1.2%336,9142.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$61,029,864$101,416 ▲0.2%222,0562.2%ETFVVisa$54,663,800$1,612,119 ▼-2.9%155,9772.0%Business ServicesCVXChevron$54,272,927$1,636,934 ▼-2.9%324,4241.9%EnergyADPAutomatic Data Processing$54,064,747$1,454,323 ▼-2.6%176,9541.9%Business ServicesWMTWalmart$50,585,040$768,075 ▼-1.5%576,2051.8%Retail/WholesaleHDHome Depot$50,383,682$2,560,671 ▲5.4%137,4761.8%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$49,411,760$2,566,414 ▲5.5%338,4141.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$47,103,590$2,381,165 ▲5.3%238,5481.7%FinanceWMWaste Management$44,667,549$425,052 ▼-0.9%192,9401.6%Business ServicesJPMJPMorgan Chase & Co.$44,516,240$784,468 ▲1.8%181,4771.6%FinanceXLFFinancial Select Sector SPDR Fund$43,804,533$43,285 ▼-0.1%879,4321.6%ETFGOOGLAlphabet$43,022,240$845,108 ▼-1.9%278,2091.5%Computer and TechnologyVGTVanguard Information Technology ETF$42,544,495$3,207,109 ▲8.2%78,4401.5%ETFVFHVanguard Financials ETF$41,594,306$710,249 ▲1.7%348,1571.5%ETFNVDANVIDIA$41,077,226$662,094 ▼-1.6%379,0111.5%Computer and TechnologyVOXVanguard Communication Services ETF$39,716,880$1,954,000 ▲5.2%267,6521.4%ETFPGProcter & Gamble$34,486,742$1,737,775 ▼-4.8%202,3631.2%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$33,906,973$670,815 ▲2.0%258,6941.2%ETFTTTrane Technologies$33,656,019$487,524 ▼-1.4%99,8931.2%ConstructionXLPConsumer Staples Select Sector SPDR Fund$33,548,900$699,177 ▼-2.0%410,7861.2%ETFJNJJohnson & Johnson$33,181,467$1,638,501 ▼-4.7%200,0811.2%MedicalXLEEnergy Select Sector SPDR Fund$33,029,725$748 ▼0.0%353,4481.2%ETFLLYEli Lilly and Company$31,178,204$273,377 ▲0.9%37,7501.1%MedicalBXBlackstone$29,393,630$1,191,904 ▲4.2%210,2851.1%FinanceVHTVanguard Health Care ETF$28,724,669$971,820 ▲3.5%108,5061.0%ETFAMGNAmgen$28,026,769$351,117 ▼-1.2%89,9591.0%MedicalVCRVanguard Consumer Discretionary ETF$27,112,735$970,021 ▲3.7%83,2931.0%ETFSPYSPDR S&P 500 ETF Trust$25,213,385$197,465 ▼-0.8%45,0730.9%FinanceNEENextEra Energy$24,808,668$303,197 ▼-1.2%349,9600.9%UtilitiesMCDMcDonald's$23,909,017$934,920 ▼-3.8%76,5410.9%Retail/WholesaleGOOGAlphabet$23,421,755$27,340 ▼-0.1%149,9180.8%Computer and TechnologyVISVanguard Industrials ETF$20,794,468$81,939 ▲0.4%84,0010.7%ETFQQQInvesco QQQ$20,338,569$150,524 ▲0.7%43,3730.7%FinanceECLEcolab$18,667,228$466,985 ▼-2.4%73,6320.7%Basic MaterialsABTAbbott Laboratories$18,542,078$410,552 ▼-2.2%139,7820.7%MedicalCSLCarlisle Companies$18,486,426$13,391,865 ▲262.9%54,2920.7%Multi-Sector ConglomeratesCATCaterpillar$17,222,677$523,059 ▼-2.9%52,2220.6%IndustrialsABBVAbbVie$15,856,606$501,169 ▼-3.1%75,6810.6%MedicalBRK.BBerkshire Hathaway$15,470,916$123,026 ▼-0.8%29,0490.6%FinanceBACBank of America$15,098,346$1,130,884 ▼-7.0%361,8100.5%FinanceDHRDanaher$15,085,613$1,289,251 ▼-7.9%73,5880.5%MedicalWFC.PLWells Fargo & Co. Pfd. Series L$13,988,228$220,949 ▲1.6%11,6490.5%FinanceAPDAir Products and Chemicals$13,161,367$188,159 ▼-1.4%44,6270.5%Basic MaterialsVDCVanguard Consumer Staples ETF$13,128,221$249,890 ▲1.9%59,9960.5%ETFSBUXStarbucks$12,920,274$203,242 ▼-1.5%131,7190.5%Retail/WholesaleVZVerizon Communications$12,850,352$627,601 ▼-4.7%283,2970.5%Computer and TechnologySDYSPDR S&P Dividend ETF$12,822,877$22,659 ▼-0.2%94,5080.5%ETFKMBKimberly-Clark$12,589,861$565,892 ▼-4.3%88,5240.5%Consumer StaplesORealty Income$11,717,895$589,439 ▼-4.8%201,9980.4%FinanceAVGOBroadcom$11,463,701$689,975 ▼-5.7%68,4690.4%Computer and TechnologyKLACKLA$10,760,265$77,495 ▼-0.7%15,8290.4%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$10,029,737$692,068 ▲7.4%127,2000.4%ETFUPSUnited Parcel Service$9,770,482$2,970,048 ▼-23.3%88,8310.4%TransportationLOWLowe's Companies$9,454,344$163,726 ▼-1.7%40,5370.3%Retail/WholesaleVNQVanguard Real Estate ETF$9,003,357$843,649 ▼-8.6%99,4410.3%ETFXLBMaterials Select Sector SPDR Fund$8,816,366$85,808 ▲1.0%102,5400.3%ETFACNAccenture$8,190,738$94,236 ▼-1.1%26,2490.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$7,710,983$306,220 ▼-3.8%14,4540.3%ETFVDEVanguard Energy ETF$7,636,157$429,081 ▼-5.3%58,8710.3%ETFNKENIKE$7,618,792$547,831 ▼-6.7%120,0190.3%Consumer DiscretionaryLABCORP HOLDINGS INC$7,476,074$101,009 ▼-1.3%32,1220.3%COM SHSVAWVanguard Materials ETF$7,471,655$39,650 ▲0.5%39,5720.3%ETFSCHWCharles Schwab$7,441,370$684,010 ▼-8.4%95,0610.3%FinanceDVYiShares Select Dividend ETF$7,090,189$15,040 ▼-0.2%52,7980.3%ETFCTASCintas$6,908,891$82,623 ▼-1.2%33,6150.2%Business ServicesLINDE PLC$6,789,031$186,722 ▼-2.7%14,5800.2%SHSGPCGenuine Parts$6,688,996$658,129 ▼-9.0%56,1440.2%Retail/WholesaleSCCOSouthern Copper$6,683,231$145,517 ▲2.2%71,5090.2%Basic MaterialsIVViShares Core S&P 500 ETF$6,678,655$44,390 ▼-0.7%11,8860.2%ETFAMATApplied Materials$6,661,559$172,692 ▼-2.5%45,9040.2%Computer and TechnologySPGIS&P Global$6,616,986$14,227 ▲0.2%13,0230.2%Business ServicesUNHUnitedHealth Group$6,488,762$21,998 ▼-0.3%12,3890.2%MedicalUNPUnion Pacific$6,283,212$695,247 ▼-10.0%26,5970.2%TransportationVPUVanguard Utilities ETF$6,265,662$91,213 ▲1.5%36,6820.2%ETFQCOMQUALCOMM$6,238,217$595,849 ▼-8.7%40,6110.2%Computer and TechnologyCLXClorox$5,886,908$202,174 ▼-3.3%39,9790.2%Consumer StaplesVRTVertiv$5,767,408$2,602,882 ▲82.3%79,8810.2%Computer and TechnologyCSCOCisco Systems$5,747,634$23,573 ▲0.4%93,1390.2%Computer and TechnologyCLColgate-Palmolive$5,509,761$369,460 ▼-6.3%58,8020.2%Consumer StaplesCORTCorcept Therapeutics$5,443,154$799,540 ▼-12.8%47,6550.2%MedicalSCHDSchwab US Dividend Equity ETF$5,438,097$180,006 ▼-3.2%194,4960.2%ETFGDGeneral Dynamics$5,369,835$64,329 ▼-1.2%19,7000.2%AerospacePEGPublic Service Enterprise Group$5,198,771$159,825 ▼-3.0%63,1690.2%UtilitiesMRKMerck & Co., Inc.$5,175,656$1,267,861 ▼-19.7%57,6610.2%MedicalLHXL3Harris Technologies$5,143,793$355,827 ▲7.4%24,5750.2%AerospaceSCHBSchwab US Broad Market ETF$5,013,781$840 ▲0.0%232,8740.2%ETFCBChubb$4,944,347$76,703 ▼-1.5%16,3730.2%FinanceETNEaton$4,852,056$68,500 ▼-1.4%17,8500.2%IndustrialsDEDeere & Company$4,813,036$97,622 ▼-2.0%10,2550.2%IndustrialsTMUST-Mobile US$4,806,510$595,579 ▲14.1%18,0210.2%Computer and TechnologyTRVTravelers Companies$4,751,188$899,409 ▼-15.9%17,9660.2%FinanceXLREReal Estate Select Sector SPDR Fund$4,727,587$512,495 ▲12.2%112,9650.2%ETFFENYFidelity MSCI Energy Index ETF$4,588,372$141,189 ▼-3.0%179,5840.2%ETFROSTRoss Stores$4,571,815$73,735 ▲1.6%35,7760.2%Retail/WholesaleShowing 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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