Kcm Investment Advisors LLC Top Holdings and 13F Report (2026) About Kcm Investment Advisors LLCInvestment ActivityKcm Investment Advisors LLC has $3.01 billion in total holdings as of March 31, 2026.Kcm Investment Advisors LLC owns shares of 393 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 1.11% of the portfolio was purchased this quarter.About 2.68% of the portfolio was sold this quarter.This quarter, Kcm Investment Advisors LLC has purchased 394 new stocks and bought additional shares in 148 stocks.Kcm Investment Advisors LLC sold shares of 173 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $213,133,305Technology Select Sector SPDR Fund $179,229,044Costco Wholesale $111,983,662Microsoft $107,154,141Alphabet $77,740,289 Largest New Holdings this Quarter 530307107 - Liberty Broadband $1,589,111 Holding032654105 - Analog Devices $452,077 Holding87612G101 - Targa Resources $389,634 HoldingG8060N102 - Sensata Technologies $316,698 Holding23804L103 - Datadog $313,069 Holding Largest Purchases this Quarter VanEck Uranium and Nuclear ETF 29,933 shares (about $3.99M)Industrial Select Sector SPDR Fund 16,811 shares (about $2.72M)JPMorgan Chase & Co. 5,458 shares (about $1.61M)Liberty Broadband 31,643 shares (about $1.59M)Vanguard Materials ETF 5,579 shares (about $1.26M) Largest Sales this Quarter Apple 21,818 shares (about $5.54M)SPDR S&P 500 ETF Trust 7,089 shares (about $4.61M)Automatic Data Processing 21,505 shares (about $4.37M)Vanguard Communication Services ETF 22,927 shares (about $4.12M)Communication Services Select Sector SPDR Fund 35,018 shares (about $3.88M) 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$213,133,305$5,537,189 â–¼-2.5%839,8027.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$179,229,044$679,119 â–²0.4%1,348,6015.9%ETFCOSTCostco Wholesale$111,983,662$2,543,883 â–¼-2.2%112,3853.7%Retail/WholesaleMSFTMicrosoft$107,154,141$3,331,157 â–¼-3.0%289,4733.6%Computer and TechnologyGOOGLAlphabet$77,740,289$597,261 â–¼-0.8%270,3452.6%Computer and TechnologyWALMART INC$69,268,189$910,227 â–¼-1.3%557,3562.3%COMAMZNAmazon.com$68,543,115$990,740 â–¼-1.4%329,1072.3%Retail/WholesaleJPMJPMorgan Chase & Co.$66,113,711$1,605,527 â–²2.5%224,7542.2%FinanceCVXChevron$65,090,686$131,174 â–²0.2%314,6002.2%EnergyNVDANVIDIA$64,540,494$282,877 â–²0.4%370,0722.1%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$55,204,761$3,882,097 â–¼-6.6%497,9681.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$54,075,587$784,983 â–²1.5%496,1971.8%FinanceVGTVanguard Information Technology ETF$53,298,450$3,847,949 â–¼-6.7%76,3891.8%ETFXLVHealth Care Select Sector SPDR Fund$47,885,014$690,680 â–¼-1.4%326,6151.6%ETFVVisa$45,760,580$83,720 â–¼-0.2%151,4051.5%Business ServicesJNJJohnson & Johnson$45,534,327$615,012 â–¼-1.3%186,2801.5%MedicalHDHome Depot$44,936,946$216,410 â–¼-0.5%136,6321.5%Retail/WholesaleVOXVanguard Communication Services ETF$44,604,586$4,123,187 â–¼-8.5%248,0241.5%ETFXLIIndustrial Select Sector SPDR Fund$44,259,399$2,718,846 â–²6.5%273,6621.5%ETFWMWaste Management$42,525,867$1,050,600 â–¼-2.4%185,0641.4%Business ServicesXLFFinancial Select Sector SPDR Fund$42,459,849$804,731 â–²1.9%860,0331.4%ETFGOOGAlphabet$41,814,622$641,704 â–¼-1.5%145,7671.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$39,606,118$695,791 â–¼-1.7%646,5251.3%ETFTTTrane Technologies$39,414,939$883,907 â–¼-2.2%94,5791.3%ConstructionCATCaterpillar$34,909,230$243,709 â–¼-0.7%49,2751.2%IndustrialsQQQInvesco QQQ$34,125,323$230,296 â–²0.7%59,1241.1%FinanceVTIVanguard Total Stock Market ETF$33,475,330$10,908 â–¼0.0%104,3461.1%ETFXLPConsumer Staples Select Sector SPDR Fund$33,434,212$159,861 â–¼-0.5%407,8341.1%ETFNEENextEra Energy$32,839,214$695,021 â–¼-2.1%353,5661.1%UtilitiesVCRVanguard Consumer Discretionary ETF$31,051,216$72,883 â–²0.2%86,4861.0%ETFAMGNAmgen$30,699,101$94,999 â–¼-0.3%87,2511.0%MedicalADPAutomatic Data Processing$29,841,722$4,369,396 â–¼-12.8%146,8731.0%Computer and TechnologyVISVanguard Industrials ETF$27,110,990$58,073 â–²0.2%86,8330.9%ETFPGProcter & Gamble$25,318,777$1,037,514 â–¼-3.9%175,2890.8%Consumer StaplesSPYSPDR S&P 500 ETF Trust$24,241,287$4,610,234 â–¼-16.0%37,2750.8%FinanceBXBlackstone$24,057,295$367,278 â–¼-1.5%209,2120.8%FinanceMCDMcDonald's$23,568,331$126,491 â–¼-0.5%75,8340.8%Retail/WholesaleVFHVanguard Financials ETF$23,374,749$1,163,398 â–¼-4.7%193,4840.8%ETFLLYEli Lilly and Company$22,276,023$742,258 â–¼-3.2%24,2190.7%MedicalKLACKLA$21,859,209$356,320 â–¼-1.6%14,8460.7%Computer and TechnologyVRTVertiv$21,301,555$355,824 â–¼-1.6%85,0090.7%Computer and TechnologyCSLCarlisle Companies$19,481,406$13,345 â–¼-0.1%58,3940.6%Multi-Sector ConglomeratesAVGOBroadcom$19,207,664$804,111 â–²4.4%62,0580.6%Computer and TechnologyECLEcolab$18,072,647$742,996 â–¼-3.9%67,9370.6%Basic MaterialsABBVAbbVie$16,701,243$121,577 â–²0.7%76,7910.6%MedicalBACBank of America$15,599,609$744,412 â–¼-4.6%319,9920.5%FinanceAMATApplied Materials$14,883,313$343,501 â–¼-2.3%43,5450.5%Computer and TechnologySCCOSouthern Copper$14,811,269$1,023,929 â–²7.4%86,0820.5%Basic MaterialsVHTVanguard Health Care ETF$14,605,740$480,386 â–¼-3.2%53,6330.5%ETFBRK.BBerkshire Hathaway$13,952,866$374,255 â–²2.8%29,1170.5%FinanceXLUUtilities Select Sector SPDR Fund$13,753,261$966,947 â–²7.6%299,7010.5%ETFSDYSPDR S&P Dividend ETF$13,528,927$7,443 â–²0.1%92,7020.4%ETFABTAbbott Laboratories$13,249,887$1,687,589 â–¼-11.3%129,0530.4%MedicalVDCVanguard Consumer Staples ETF$12,950,541$131,610 â–¼-1.0%57,6630.4%ETFWFC.PLWells Fargo & Co. Pfd. Series L$12,839,270$531,312 â–¼-4.0%11,1160.4%FinanceDHRDanaher$12,374,568$582,449 â–¼-4.5%65,2670.4%MedicalSOXXiShares Semiconductor ETF$11,790,059$63,760 â–¼-0.5%35,8730.4%ETFVZVerizon Communications$11,625,517$126,002 â–¼-1.1%231,5840.4%Computer and TechnologyAPDAir Products and Chemicals$11,590,233$512,423 â–¼-4.2%39,8990.4%Basic MaterialsNLRVanEck Uranium and Nuclear ETF$11,452,742$3,986,776 â–²53.4%85,9880.4%ETFORealty Income$11,441,017$364,143 â–¼-3.1%187,0060.4%FinanceXLBMaterials Select Sector SPDR Fund$11,182,523$395,712 â–²3.7%223,7850.4%ETFVAWVanguard Materials ETF$9,575,246$1,257,185 â–²15.1%42,4920.3%ETFSCHWCharles Schwab$8,772,369$3,289 â–²0.0%93,3430.3%FinanceSBUXStarbucks$8,758,554$557,875 â–¼-6.0%97,7630.3%Retail/WholesaleLOWLowe's Companies$8,742,406$76,083 â–¼-0.9%37,0000.3%Retail/WholesaleLHXL3Harris Technologies$8,721,250$48,321 â–¼-0.6%25,2680.3%AerospaceMDYSPDR S&P MidCap 400 ETF Trust$8,641,850$273,835 â–¼-3.1%14,0120.3%ETFVDEVanguard Energy ETF$8,611,855$558,573 â–¼-6.1%49,7680.3%ETFSMHVanEck Semiconductor ETF$8,610,781$670,183 â–²8.4%22,4590.3%ManufacturingDVYiShares Select Dividend ETF$8,001,564$1,968 â–²0.0%52,8470.3%ETFLABCORP HOLDINGS INC$7,897,576$438,102 â–¼-5.3%29,6000.3%COM SHSCSCOCisco Systems$7,709,513$111,342 â–²1.5%99,3620.3%Computer and TechnologyIVViShares Core S&P 500 ETF$7,679,214$82,959 â–¼-1.1%11,7560.3%ETFVNQVanguard Real Estate ETF$7,475,932$898,357 â–¼-10.7%84,2830.2%ETFCWCurtiss-Wright$7,114,298$106,936 â–²1.5%10,4450.2%AerospaceVPUVanguard Utilities ETF$7,062,117$192,592 â–¼-2.7%35,6420.2%ETFLINDE PLC$7,002,610$66,928 â–²1.0%14,1250.2%SHSKIMBERLY-CLARK CORP$6,968,302$406,813 â–¼-5.5%72,2330.2%COMGDGeneral Dynamics$6,740,389$13,385 â–²0.2%19,6390.2%AerospaceROSTRoss Stores$6,700,366$152,291 â–¼-2.2%30,9300.2%Retail/WholesaleMRKMerck & Co., Inc.$6,455,725$10,345 â–¼-0.2%53,6680.2%MedicalGLWCorning$6,284,342$94,362 â–¼-1.5%46,2190.2%Computer and TechnologyETNEaton$6,179,320$3,934 â–¼-0.1%17,2770.2%IndustrialsSCHBSchwab US Broad Market ETF$5,856,525$8,484 â–²0.1%233,3280.2%ETFXOMExxonMobil$5,550,785$164,062 â–²3.0%32,7170.2%EnergyGSThe Goldman Sachs Group$5,541,342$197,966 â–²3.7%6,5500.2%FinanceCBChubb$5,447,211$64,533 â–²1.2%16,7130.2%FinanceXLREReal Estate Select Sector SPDR Fund$5,441,328$136,168 â–¼-2.4%133,2680.2%ETFPEGPublic Service Enterprise Group$5,340,855$109,607 â–¼-2.0%65,9770.2%UtilitiesTSLATesla$5,276,248$92,938 â–²1.8%14,1930.2%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$5,023,274$188,621 â–¼-3.6%163,7310.2%ETFGPCGenuine Parts$4,868,413$604,361 â–¼-11.0%46,0370.2%Retail/WholesaleTRVTravelers Companies$4,763,718$450,062 â–¼-8.6%16,3320.2%FinanceFDISFidelity MSCI Consumer Discretionary Index ETF$4,725,857$3,917 â–²0.1%50,6740.2%ETFCTASCintas$4,524,326$320,182 â–¼-6.6%26,7490.2%Business ServicesDEDeere & Company$4,520,562$96,326 â–²2.2%8,0250.2%IndustrialsGLDSPDR Gold Shares$4,491,367$558,947 â–²14.2%10,4380.1%FinanceFENYFidelity MSCI Energy Index ETF$4,489,364$814,742 â–¼-15.4%131,9630.1%ETFQCOMQualcomm$4,416,559$137,539 â–¼-3.0%34,2950.1%Computer and TechnologyShowing largest 100 holdings. 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