Kcm Investment Advisors LLC Top Holdings and 13F Report (2026) About Kcm Investment Advisors LLCInvestment ActivityKcm Investment Advisors LLC has $3.36 billion in total holdings as of June 30, 2026.Kcm Investment Advisors LLC owns shares of 411 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 1.45% of the portfolio was purchased this quarter.About 2.13% of the portfolio was sold this quarter.This quarter, Kcm Investment Advisors LLC has purchased 400 new stocks and bought additional shares in 97 stocks.Kcm Investment Advisors LLC sold shares of 200 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $272,742,454Technology Select Sector SPDR Fund $265,843,932Microsoft $145,867,486Costco Wholesale $100,762,372Alphabet $91,811,740 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $5,377,208 Holding60770K107 - Moderna $1,212,998 Holding093712107 - Bloom Energy $897,415 Holding389930207 - GRAYSCALE BITCOIN MINI TR ET $678,033 Holding78392B206 - SK HYNIX INC $625,373 Holding Largest Purchases this Quarter Freeport-McMoRan 80,078 shares (about $5.61M)EXXONMOBIL HOLDINGS CORP 33,040 shares (about $5.38M)VanEck Semiconductor ETF 8,565 shares (about $5.22M)SPDR S&P Biotech ETF 27,378 shares (about $4.32M)NVIDIA 11,311 shares (about $2.58M) Largest Sales this Quarter KLA 40,675 shares (about $7.93M)LINDE PLC 10,431 shares (about $4.95M)Microsoft 7,885 shares (about $4.04M)Apple 11,629 shares (about $3.87M)WELLS FARGO & CO 2,918 shares (about $3.15M) 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$272,742,454$3,872,691 ▼-1.4%818,9978.1%TechnologyXLKTechnology Select Sector SPDR Fund$265,843,932$435,739 ▲0.2%1,358,0797.9%ETFMSFTMicrosoft$145,867,486$4,044,210 ▼-2.7%284,3984.3%TechnologyCOSTCostco Wholesale$100,762,372$525,264 ▼-0.5%110,6873.0%Consumer StaplesGOOGLAlphabet$91,811,740$327,564 ▼-0.4%266,8332.7%Communication ServicesNVDANVIDIA$87,736,644$2,583,203 ▲3.0%384,1702.6%TechnologyAMZNAmazon.com$82,138,269$129,807 ▼-0.2%329,6742.4%Consumer DiscretionaryVGTVanguard Information Technology ETF$77,568,225$30,915 ▼0.0%617,2372.3%ETFJPMJPMorgan Chase & Co.$74,779,925$498,892 ▼-0.7%226,0372.2%FinanceCVXChevron$63,482,814$234,025 ▼-0.4%310,8701.9%EnergyXLVHealth Care Select Sector SPDR Fund$57,797,601$1,044,374 ▼-1.8%343,1751.7%ETFWALMART INC$57,365,043$508,480 ▼-0.9%552,0121.7%COMXLYConsumer Discretionary Select Sector SPDR Fund$55,272,780$2,070,573 ▼-3.6%507,8351.6%ETFXLCCommunication Services Select Sector SPDR Fund$55,260,391$879,437 ▼-1.6%497,9761.6%ETFVVisa$53,577,088$340,644 ▼-0.6%149,1031.6%FinanceJNJJohnson & Johnson$49,455,272$279,301 ▼-0.6%186,8071.5%HealthcareGOOGAlphabet$48,774,407$416,042 ▼-0.8%143,1431.5%Communication ServicesVOXVanguard Communication Services ETF$47,208,518$901,680 ▼-1.9%247,6971.4%ETFXLFFinancial Select Sector SPDR Fund$46,388,903$12,976 ▲0.0%868,7061.4%ETFTTTrane Technologies$43,581,361$1,024,641 ▲2.4%96,4231.3%IndustrialsXLIIndustrial Select Sector SPDR Fund$43,075,389$981,343 ▼-2.2%257,9671.3%ETFQQQInvesco QQQ$42,595,662$415,008 ▼-1.0%57,5801.3%ETFCATCaterpillar$39,309,403$1,057,267 ▼-2.6%48,4831.2%IndustrialsXLEEnergy Select Sector SPDR Fund$39,290,983$387,696 ▼-1.0%638,8781.2%ETFHDHome Depot$38,126,253$391,174 ▼-1.0%134,0161.1%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$38,104,370$433,744 ▼-1.1%101,8181.1%ETFAMGNAmgen$36,736,547$292,948 ▼-0.8%87,1551.1%HealthcareWMWaste Management$36,277,989$876,244 ▼-2.4%177,9031.1%IndustrialsADPAutomatic Data Processing$35,959,966$762,827 ▼-2.1%139,3471.1%IndustrialsXLPConsumer Staples Select Sector SPDR Fund$33,026,790$1,170,956 ▼-3.4%409,7621.0%ETFVCRVanguard Consumer Discretionary ETF$31,921,292$790,265 ▼-2.4%87,5320.9%ETFSPYSPDR S&P 500 ETF Trust$29,257,230$478,164 ▲1.7%38,3640.9%ETFVISVanguard Industrials ETF$27,968,461$205,768 ▲0.7%87,2620.8%ETFLLYEli Lilly and Company$27,905,513$587,801 ▼-2.1%24,1170.8%HealthcareNEENextEra Energy$25,931,940$550,478 ▼-2.1%342,3810.8%UtilitiesVFHVanguard Financials ETF$24,697,999$1,386,240 ▼-5.3%189,8530.7%ETFPGProcter & Gamble$24,235,071$571,968 ▼-2.3%166,8160.7%Consumer StaplesBXBlackstone$22,592,665$447,015 ▼-1.9%201,5580.7%FinanceAVGOBroadcom$21,717,912$69,887 ▲0.3%61,8410.6%TechnologyAMATApplied Materials$20,727,867$1,211,977 ▼-5.5%40,5330.6%TechnologyVRTVertiv$20,492,528$14,961 ▲0.1%84,9220.6%IndustrialsSMHVanEck Semiconductor ETF$20,275,630$5,216,135 ▲34.6%33,2930.6%ETFKLACKLA$19,850,087$7,928,768 ▼-28.5%101,8320.6%TechnologyABBVAbbVie$19,654,064$278,594 ▼-1.4%75,1330.6%HealthcareSOXXiShares Semiconductor ETF$19,304,290$1,207,229 ▲6.7%33,9480.6%ETFSCCOSouthern Copper$18,530,212$431,218 ▲2.4%91,4440.6%MaterialsECLEcolab$18,454,569$145,528 ▼-0.8%67,2100.5%MaterialsCSLCarlisle Companies$18,268,328$294,786 ▼-1.6%56,7040.5%IndustrialsVHTVanguard Health Care ETF$17,894,334$137,179 ▼-0.8%56,6130.5%ETFBACBank of America$16,947,432$165,086 ▼-1.0%311,3620.5%FinanceBRK.BBerkshire Hathaway$15,443,421$625,425 ▲4.2%31,0140.5%FinanceDHRDanaher$13,693,553$274,500 ▼-2.0%61,8080.4%HealthcareMCDMcDonald's$13,645,538$294,448 ▼-2.1%59,0870.4%Consumer DiscretionarySDYSPDR S&P Dividend ETF$13,484,256$62,108 ▼-0.5%92,0550.4%ETFVDCVanguard Consumer Staples ETF$12,216,652$422,235 ▼-3.3%55,9860.4%ETFXLUUtilities Select Sector SPDR Fund$11,842,450$15,855 ▲0.1%300,2650.4%ETFAPDAir Products and Chemicals$10,882,662$85,416 ▼-0.8%39,1140.3%MaterialsXLBMaterials Select Sector SPDR Fund$10,712,209$294,976 ▼-2.7%219,9630.3%ETFCSCOCisco Systems$10,418,604$28,414 ▼-0.3%96,8000.3%TechnologyVZVerizon Communications$10,335,382$148,022 ▼-1.4%225,3190.3%Communication ServicesFCXFreeport-McMoRan$9,994,600$5,605,460 ▲127.7%142,7800.3%MaterialsORealty Income$9,811,839$233,164 ▼-2.3%180,6970.3%Real EstateNLRVanEck Uranium and Nuclear ETF$9,618,987$93,631 ▼-1.0%92,9730.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$9,166,362$9,194 ▼-0.1%13,9580.3%ETFIVViShares Core S&P 500 ETF$9,027,639$39,057 ▼-0.4%11,7880.3%ETFSBUXStarbucks$8,942,034$173,543 ▼-1.9%95,1690.3%Consumer DiscretionaryLABCORP HOLDINGS INC$8,862,168$80,417 ▼-0.9%28,7630.3%COM SHSSCHWCharles Schwab$8,747,936$363,007 ▼-4.0%89,5020.3%FinanceWELLS FARGO & CO$8,598,823$3,148,622 ▼-26.8%7,9690.3%PERP PFD CNV AVAWVanguard Materials ETF$8,591,957$113,448 ▲1.3%39,3820.3%ETFETNEaton$8,519,687$1,089,293 ▲14.7%19,8270.3%IndustrialsVDEVanguard Energy ETF$8,199,981$32,710 ▲0.4%47,6300.2%ETFDVYiShares Select Dividend ETF$8,011,649$2,129 ▲0.0%52,6840.2%ETFMRKMerck & Co., Inc.$7,644,615$108,547 ▼-1.4%52,6090.2%HealthcareVNQVanguard Real Estate ETF$7,557,970$8,784 ▼-0.1%84,3240.2%ETFROSTRoss Stores$7,475,569$332,362 ▲4.7%32,0290.2%Consumer DiscretionaryABTAbbott Laboratories$7,229,383$366,460 ▼-4.8%73,1500.2%HealthcareFTNTFortinet$7,068,841$379,326 ▼-5.1%39,5440.2%TechnologySCHBSchwab US Broad Market ETF$6,817,094$30,453 ▲0.4%232,5860.2%ETFGLWCorning$6,709,459$176,824 ▼-2.6%43,6360.2%TechnologyKIMBERLY-CLARK CORP$6,537,927$147,606 ▼-2.2%67,1040.2%COMGDGeneral Dynamics$6,495,468$28,205 ▲0.4%19,5750.2%IndustrialsXBISPDR S&P Biotech ETF$6,347,801$4,317,016 ▲212.6%40,2570.2%ETFVPUVanguard Utilities ETF$6,036,994$8,721 ▼-0.1%35,3040.2%ETFLHXL3Harris Technologies$6,006,398$58,485 ▲1.0%25,3670.2%IndustrialsXLREReal Estate Select Sector SPDR Fund$5,897,523$40,910 ▲0.7%144,1580.2%ETFLOWLowe's Companies$5,815,091$610,922 ▼-9.5%31,5540.2%Consumer DiscretionaryCWCurtiss-Wright$5,725,337$95,712 ▼-1.6%10,5280.2%IndustrialsQCOMQualcomm$5,690,993$411,508 ▼-6.7%30,9230.2%TechnologyGSThe Goldman Sachs Group$5,587,749$362,853 ▼-6.1%6,2060.2%FinanceTSMTaiwan Semiconductor Manufacturing$5,483,860$374,532 ▲7.3%12,0210.2%TechnologyEXXONMOBIL HOLDINGS CORP$5,377,208$5,377,208 ▲New Holding33,0400.2%COM SHSTRVTravelers Companies$5,292,391$214,263 ▼-3.9%14,8450.2%FinanceDEDeere & Company$5,275,923$75,888 ▼-1.4%7,8560.2%IndustrialsCBChubb$5,248,363$135,958 ▼-2.5%16,1360.2%FinanceSCHDSchwab US Dividend Equity ETF$5,151,477$181,289 ▼-3.4%158,3610.2%ETFLAM RESEARCH CORP$5,053,227$622,537 ▲14.1%15,3820.2%COM NEWCTASCintas$4,935,993$140,833 ▼-2.8%25,3050.1%IndustrialsTSLATesla$4,930,011$18,450 ▼-0.4%13,8950.1%Consumer DiscretionaryMETAMeta Platforms$4,810,265$155,918 ▼-3.1%6,6330.1%Communication ServicesShowing largest 100 holdings. 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