Kcm Investment Advisors LLC Top Holdings and 13F Report (2026) About Kcm Investment Advisors LLCInvestment ActivityKcm Investment Advisors LLC has $3.37 billion in total holdings as of June 30, 2026.Kcm Investment Advisors LLC owns shares of 400 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 4.67% of the portfolio was purchased this quarter.About 1.79% of the portfolio was sold this quarter.This quarter, Kcm Investment Advisors LLC has purchased 393 new stocks and bought additional shares in 110 stocks.Kcm Investment Advisors LLC sold shares of 196 stocks and completely divested from 22 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $258,317,162Apple $240,349,840Microsoft $109,027,267Costco Wholesale $104,083,765Alphabet $95,698,304 Largest New Holdings this Quarter 438516205 - HONEYWELL INTL INC $1,416,317 Holding43849R105 - HONEYWELL AEROSPACE INC $1,385,508 Holding46432F842 - iShares Core MSCI EAFE ETF $1,154,228 Holding278768106 - ECHOSTAR CORP $971,863 Holding828806109 - Simon Property Group $636,508 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 541,094 shares (about $64.67M)KLA 127,661 shares (about $38.52M)Vanguard Growth ETF 43,669 shares (about $3.76M)Health Care Select Sector SPDR Fund 22,761 shares (about $3.61M)Consumer Discretionary Select Sector SPDR Fund 30,662 shares (about $3.60M) Largest Sales this Quarter Abbott Laboratories 52,195 shares (about $4.74M)McDonald's 15,472 shares (about $4.18M)Apple 9,176 shares (about $2.66M)iShares Semiconductor ETF 4,048 shares (about $2.59M)Industrial Select Sector SPDR Fund 9,818 shares (about $1.82M) 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 PortfolioSectorXLKTechnology Select Sector SPDR Fund$258,317,162$1,381,651 â–²0.5%1,355,8537.7%ETFAAPLApple$240,349,840$2,655,166 â–¼-1.1%830,6267.1%TechnologyMSFTMicrosoft$109,027,267$1,048,185 â–²1.0%292,2833.2%TechnologyCOSTCostco Wholesale$104,083,765$1,048,658 â–¼-1.0%111,2643.1%Consumer StaplesGOOGLAlphabet$95,698,304$914,867 â–¼-0.9%267,7852.8%Communication ServicesAMZNAmazon.com$78,698,676$259,314 â–²0.3%330,1952.3%Consumer DiscretionaryNVDANVIDIA$74,605,410$557,651 â–²0.8%372,8592.2%TechnologyJPMJPMorgan Chase & Co.$74,482,194$913,577 â–²1.2%227,5452.2%FinanceVGTVanguard Information Technology ETF$73,801,545$64,671,535 â–²708.3%617,4832.2%ETFWALMART INC$63,075,032$51,080 â–¼-0.1%556,9051.9%COMXLYConsumer Discretionary Select Sector SPDR Fund$61,790,072$3,596,042 â–²6.2%526,8591.8%ETFXLVHealth Care Select Sector SPDR Fund$55,432,074$3,611,265 â–²7.0%349,3761.6%ETFXLCCommunication Services Select Sector SPDR Fund$54,197,126$849,862 â–²1.6%505,9011.6%ETFCATCaterpillar$53,018,355$545,231 â–²1.0%49,7871.6%IndustrialsCVXChevron$51,719,767$428,324 â–¼-0.8%312,0161.5%EnergyVVisa$51,480,959$464,544 â–¼-0.9%150,0511.5%FinanceGOOGAlphabet$51,008,110$495,722 â–¼-1.0%144,3641.5%Communication ServicesXLIIndustrial Select Sector SPDR Fund$48,871,867$1,818,590 â–¼-3.6%263,8441.5%ETFHDHome Depot$47,749,749$437,676 â–¼-0.9%135,3911.4%Consumer DiscretionaryJNJJohnson & Johnson$47,711,358$401,781 â–²0.8%187,8621.4%HealthcareXLFFinancial Select Sector SPDR Fund$46,558,297$451,932 â–²1.0%868,4631.4%ETFVOXVanguard Communication Services ETF$46,434,079$810,115 â–²1.8%252,4281.4%ETFTTTrane Technologies$46,245,763$207,761 â–¼-0.4%94,1561.4%IndustrialsKLACKLA$42,995,748$38,516,565 â–²859.9%142,5071.3%TechnologyQQQInvesco QQQ$42,815,287$723,886 â–¼-1.7%58,1411.3%ETFWMWaste Management$40,608,746$638,328 â–¼-1.5%182,2001.2%IndustrialsVTIVanguard Total Stock Market ETF$38,105,509$506,583 â–¼-1.3%102,9771.1%ETFVCRVanguard Consumer Discretionary ETF$35,575,653$1,274,313 â–²3.7%89,6991.1%ETFXLPConsumer Staples Select Sector SPDR Fund$35,245,748$1,366,999 â–²4.0%424,2901.0%ETFXLEEnergy Select Sector SPDR Fund$34,265,602$71,327 â–¼-0.2%645,1821.0%ETFADPAutomatic Data Processing$31,868,723$1,023,450 â–¼-3.1%142,3030.9%IndustrialsAMGNAmgen$31,812,278$216,910 â–²0.7%87,8500.9%HealthcareVISVanguard Industrials ETF$31,215,995$76,761 â–¼-0.2%86,6200.9%ETFAMATApplied Materials$31,019,013$464,168 â–¼-1.5%42,9030.9%TechnologyNEENextEra Energy$30,688,697$343,795 â–¼-1.1%349,6490.9%UtilitiesLLYEli Lilly and Company$29,536,111$486,971 â–²1.7%24,6250.9%HealthcareVRTVertiv$28,412,825$49,888 â–¼-0.2%84,8600.8%IndustrialsSPYSPDR S&P 500 ETF Trust$28,180,664$345,005 â–²1.2%37,7370.8%ETFVFHVanguard Financials ETF$26,386,971$924,490 â–²3.6%200,5090.8%ETFPGProcter & Gamble$25,039,254$665,160 â–¼-2.6%170,7530.7%Consumer StaplesBXBlackstone$24,186,583$431,378 â–¼-1.8%205,5460.7%FinanceAVGOBroadcom$23,285,374$157,145 â–¼-0.7%61,6420.7%TechnologyCSLCarlisle Companies$20,901,292$281,131 â–¼-1.3%57,6190.6%IndustrialsSOXXiShares Semiconductor ETF$20,392,269$2,593,807 â–¼-11.3%31,8250.6%ETFABBVAbbVie$19,174,410$149,222 â–¼-0.8%76,1980.6%HealthcareECLEcolab$18,873,090$54,886 â–¼-0.3%67,7400.6%MaterialsBACBank of America$17,914,225$318,917 â–¼-1.7%314,3950.5%FinanceVHTVanguard Health Care ETF$17,057,754$1,020,828 â–²6.4%57,0470.5%ETFMCDMcDonald's$16,316,530$4,182,256 â–¼-20.4%60,3620.5%Consumer DiscretionarySMHVanEck Semiconductor ETF$16,218,989$1,488,227 â–²10.1%24,7280.5%ETFSCCOSouthern Copper$15,564,206$563,557 â–²3.8%89,3160.5%MaterialsBRK.BBerkshire Hathaway$14,890,606$320,750 â–²2.2%29,7580.4%FinanceSDYSPDR S&P Dividend ETF$14,073,399$33,936 â–¼-0.2%92,4790.4%ETFXLUUtilities Select Sector SPDR Fund$13,595,798$7,345 â–²0.1%299,8630.4%ETFVDCVanguard Consumer Staples ETF$13,060,690$58,177 â–²0.4%57,9210.4%ETFWELLS FARGO & CO$12,596,031$264,948 â–¼-2.1%10,8870.4%PERP PFD CNV ADHRDanaher$12,009,162$422,865 â–¼-3.4%63,0470.4%HealthcareAPDAir Products and Chemicals$11,557,422$140,140 â–¼-1.2%39,4210.3%MaterialsXLBMaterials Select Sector SPDR Fund$11,488,587$113,605 â–²1.0%226,0200.3%ETFORealty Income$11,462,033$124,849 â–¼-1.1%184,9910.3%Real EstateGLWCorning$11,439,726$366,032 â–¼-3.1%44,7860.3%TechnologyCSCOCisco Systems$11,401,079$269,922 â–¼-2.3%97,0640.3%TechnologyNLRVanEck Uranium and Nuclear ETF$10,887,970$915,082 â–²9.2%93,8780.3%ETFSBUXStarbucks$9,914,028$76,336 â–¼-0.8%97,0160.3%Consumer DiscretionaryMDYSPDR S&P MidCap 400 ETF Trust$9,826,946$28,133 â–¼-0.3%13,9720.3%ETFVZVerizon Communications$9,676,638$128,629 â–¼-1.3%228,5460.3%Communication ServicesVAWVanguard Materials ETF$8,891,219$830,506 â–¼-8.5%38,8620.3%ETFIVViShares Core S&P 500 ETF$8,866,029$62,157 â–²0.7%11,8390.3%ETFSCHWCharles Schwab$8,601,027$11,718 â–¼-0.1%93,2160.3%FinanceDVYiShares Select Dividend ETF$8,232,351$27,665 â–¼-0.3%52,6700.2%ETFVNQVanguard Real Estate ETF$8,140,783$13,404 â–²0.2%84,4220.2%ETFLABCORP HOLDINGS INC$8,126,720$161,280 â–¼-1.9%29,0240.2%COM SHSCWCurtiss-Wright$8,111,063$196,260 â–²2.5%10,7040.2%IndustrialsLOWLowe's Companies$7,688,164$469,858 â–¼-5.8%34,8690.2%Consumer DiscretionaryKIMBERLY-CLARK CORP$7,532,290$396,708 â–¼-5.0%68,6190.2%COMETNEaton$7,368,295$6,392 â–²0.1%17,2920.2%IndustrialsLHXL3Harris Technologies$7,299,621$43,007 â–¼-0.6%25,1200.2%IndustrialsLINDE PLC$7,214,823$115,205 â–¼-1.6%13,9030.2%SHSVDEVanguard Energy ETF$7,122,167$349,503 â–¼-4.7%47,4400.2%ETFABTAbbott Laboratories$6,974,082$4,736,166 â–¼-40.4%76,8580.2%HealthcareVPUVanguard Utilities ETF$6,920,045$56,175 â–¼-0.8%35,3550.2%ETFGDGeneral Dynamics$6,904,026$52,781 â–¼-0.8%19,4900.2%IndustrialsMRKMerck & Co., Inc.$6,856,247$40,092 â–¼-0.6%53,3560.2%HealthcareSCHBSchwab US Broad Market ETF$6,705,614$51,578 â–¼-0.8%231,5470.2%ETFGSThe Goldman Sachs Group$6,684,273$59,672 â–²0.9%6,6090.2%FinanceROSTRoss Stores$6,514,274$69,176 â–¼-1.1%30,6050.2%Consumer DiscretionaryFTNTFortinet$6,400,731$29,341 â–¼-0.5%41,6660.2%TechnologyXLREReal Estate Select Sector SPDR Fund$6,303,235$435,456 â–²7.4%143,1580.2%ETFQCOMQualcomm$6,127,444$209,921 â–¼-3.3%33,1590.2%TechnologyTSLATesla$5,866,108$103,468 â–¼-1.7%13,9470.2%Consumer DiscretionaryLAM RESEARCH CORP$5,844,510$331,075 â–²6.0%13,4870.2%COM NEWCBChubb$5,640,650$54,178 â–¼-1.0%16,5540.2%FinanceTSMTaiwan Semiconductor Manufacturing$5,348,784$72,113 â–²1.4%11,2000.2%TechnologyPEGPublic Service Enterprise Group$5,316,039$38,632 â–¼-0.7%65,5010.2%UtilitiesFDISFidelity MSCI Consumer Discretionary Index ETF$5,211,3140.0%50,6740.2%ETFSCHDSchwab US Dividend Equity ETF$5,198,351$6,437 â–²0.1%163,9340.2%ETFTRVTravelers Companies$5,099,034$292,486 â–¼-5.4%15,4460.2%FinanceDEDeere & Company$5,055,129$35,524 â–¼-0.7%7,9690.2%IndustrialsVUGVanguard Growth ETF$4,605,306$3,761,650 â–²445.9%53,4630.1%ETFVIGVanguard Dividend Appreciation ETF$4,458,481$26,265 â–¼-0.6%18,8420.1%ETFShowing largest 100 holdings. 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