KCM Investment Advisors
Latest statistics and disclosures from Kcm Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, XLK, MSFT, COST, VTI, and represent 23.10% of Kcm Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$12M), LH (+$7.4M), CTAS (+$5.4M), Te Connectivity, LHX, VOX, XLU, TRV, XLK, XLP.
- Started 14 new stock positions in ARM, Te Connectivity, DD, ZS, SMAR, Amentum Holdings, URI, SGOL, LH, PCAR. SLQT, UBER, AON, GEV.
- Reduced shares in these 10 stocks: AAPL, COST, , , JNJ, USB, VGT, TGT, PG, NEE.
- Sold out of its positions in BLK, BXMT, QQQE, EMN, GUNR, NVO, TM, TEL.
- Kcm Investment Advisors was a net buyer of stock by $15M.
- Kcm Investment Advisors has $3.0B in assets under management (AUM), dropping by 5.96%.
- Central Index Key (CIK): 0001109228
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Portfolio Holdings for Kcm Investment Advisors
Kcm Investment Advisors holds 373 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.3 | $216M | 929k | 233.00 |
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| Select Sector Spdr Tr Technology (XLK) | 5.4 | $159M | 705k | 225.76 |
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| Microsoft Corporation (MSFT) | 4.6 | $136M | 316k | 430.30 |
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| Costco Wholesale Corporation (COST) | 3.6 | $108M | -2% | 122k | 886.52 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $63M | 223k | 283.16 |
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| Amazon (AMZN) | 2.1 | $63M | 337k | 186.33 |
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| Select Sector Spdr Tr Communication (XLC) | 2.0 | $58M | 642k | 90.40 |
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| Home Depot (HD) | 1.8 | $53M | 131k | 405.20 |
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| Automatic Data Processing (ADP) | 1.7 | $51M | 184k | 276.73 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.7 | $49M | 319k | 154.02 |
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| Chevron Corporation (CVX) | 1.7 | $49M | 334k | 147.27 |
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| Wal-Mart Stores (WMT) | 1.6 | $47M | 587k | 80.75 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.6 | $47M | 235k | 200.37 |
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| NVIDIA Corporation (NVDA) | 1.6 | $47M | 387k | 121.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $47M | 283k | 165.85 |
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| Vanguard World Inf Tech Etf (VGT) | 1.6 | $47M | -2% | 80k | 586.52 |
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| Visa Com Cl A (V) | 1.5 | $44M | 161k | 274.95 |
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| Waste Management (WM) | 1.4 | $41M | 195k | 207.60 |
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| Select Sector Spdr Tr Financial (XLF) | 1.3 | $40M | 878k | 45.32 |
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| Trane Technologies SHS (TT) | 1.3 | $40M | 102k | 388.73 |
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| Vanguard World Financials Etf (VFH) | 1.3 | $40M | 359k | 109.91 |
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| Vanguard World Comm Srvc Etf (VOX) | 1.3 | $39M | +3% | 269k | 145.39 |
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| Procter & Gamble Company (PG) | 1.3 | $37M | -2% | 216k | 173.20 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $37M | 176k | 210.86 |
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| Johnson & Johnson (JNJ) | 1.2 | $36M | -4% | 222k | 162.06 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.2 | $36M | +2% | 430k | 83.00 |
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| Select Sector Spdr Tr Indl (XLI) | 1.2 | $35M | 258k | 135.44 |
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| Eli Lilly & Co. (LLY) | 1.2 | $34M | 39k | 885.94 |
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| Select Sector Spdr Tr Energy (XLE) | 1.1 | $31M | 355k | 87.80 |
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| Nextera Energy (NEE) | 1.0 | $30M | -2% | 359k | 84.53 |
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| Vanguard World Health Car Etf (VHT) | 1.0 | $30M | 105k | 282.20 |
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| Amgen (AMGN) | 1.0 | $30M | 91k | 322.21 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $29M | +2% | 191k | 153.13 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $28M | 49k | 573.76 |
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| Vanguard World Consum Dis Etf (VCR) | 0.9 | $28M | 81k | 340.48 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $26M | 153k | 167.19 |
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| Danaher Corporation (DHR) | 0.8 | $25M | 89k | 278.02 |
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| McDonald's Corporation (MCD) | 0.8 | $24M | 79k | 304.51 |
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| Vanguard World Industrial Etf (VIS) | 0.7 | $22M | 83k | 260.07 |
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| Caterpillar (CAT) | 0.7 | $21M | 54k | 391.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $21M | 43k | 488.06 |
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| Ecolab (ECL) | 0.7 | $20M | 78k | 255.33 |
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| United Parcel Service CL B (UPS) | 0.6 | $19M | -3% | 139k | 136.34 |
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| Crown Castle Intl (CCI) | 0.6 | $17M | 143k | 118.63 |
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| Abbott Laboratories (ABT) | 0.6 | $17M | 144k | 114.01 |
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| Bank of America Corporation (BAC) | 0.5 | $16M | -2% | 407k | 39.68 |
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| Abbvie (ABBV) | 0.5 | $16M | 79k | 197.48 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.5 | $15M | 12k | 1282.17 |
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| Realty Income (O) | 0.5 | $14M | 217k | 63.42 |
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| Air Products & Chemicals (APD) | 0.5 | $14M | 46k | 297.74 |
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| Broadcom (AVGO) | 0.5 | $14M | +915% | 79k | 172.50 |
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| Verizon Communications (VZ) | 0.5 | $14M | -3% | 301k | 44.91 |
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| Kimberly-Clark Corporation (KMB) | 0.5 | $14M | 95k | 142.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $14M | 29k | 460.26 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $13M | 95k | 142.04 |
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| Starbucks Corporation (SBUX) | 0.4 | $13M | 136k | 97.49 |
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| Kla Corp Com New (KLAC) | 0.4 | $13M | 16k | 774.42 |
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| Vanguard World Consum Stp Etf (VDC) | 0.4 | $13M | 58k | 218.48 |
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| Edison International (EIX) | 0.4 | $12M | 139k | 87.09 |
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| Nike CL B (NKE) | 0.4 | $12M | -3% | 136k | 88.40 |
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| UnitedHealth (UNH) | 0.4 | $12M | +3% | 21k | 584.68 |
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| Advanced Micro Devices (AMD) | 0.4 | $12M | 71k | 164.08 |
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| Lowe's Companies (LOW) | 0.4 | $11M | 41k | 270.85 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $11M | 113k | 97.42 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $9.8M | +2% | 102k | 96.38 |
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| Applied Materials (AMAT) | 0.3 | $9.8M | 49k | 202.05 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $9.8M | +12% | 121k | 80.78 |
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| Genuine Parts Company (GPC) | 0.3 | $9.6M | 69k | 139.68 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $9.3M | +3% | 26k | 353.48 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $8.8M | -2% | 15k | 569.65 |
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| Vanguard World Materials Etf (VAW) | 0.3 | $8.8M | 41k | 211.47 |
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| Merck & Co (MRK) | 0.3 | $8.6M | 76k | 113.56 |
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| Vanguard World Energy Etf (VDE) | 0.3 | $8.2M | 67k | 122.47 |
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| Pepsi (PEP) | 0.3 | $7.6M | 45k | 170.05 |
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| Union Pacific Corporation (UNP) | 0.3 | $7.5M | 31k | 246.48 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $7.4M | NEW | 33k | 223.48 |
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| Qualcomm (QCOM) | 0.2 | $7.3M | +3% | 43k | 170.05 |
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| Cintas Corporation (CTAS) | 0.2 | $7.1M | +301% | 35k | 205.88 |
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| Linde SHS (LIN) | 0.2 | $7.1M | +6% | 15k | 476.86 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $7.0M | 52k | 135.07 |
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| Anthem (ELV) | 0.2 | $6.9M | 13k | 519.99 |
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| Clorox Company (CLX) | 0.2 | $6.9M | 42k | 162.91 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $6.8M | +7% | 105k | 64.81 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $6.8M | 12k | 576.82 |
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| S&p Global (SPGI) | 0.2 | $6.8M | 13k | 516.62 |
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| Colgate-Palmolive Company (CL) | 0.2 | $6.7M | -2% | 65k | 103.81 |
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| Carlisle Companies (CSL) | 0.2 | $6.6M | 15k | 449.75 |
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| Southern Copper Corporation (SCCO) | 0.2 | $6.5M | +2% | 56k | 115.67 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $6.2M | +5% | 36k | 174.05 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $6.1M | 9.9k | 618.58 |
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| General Dynamics Corporation (GD) | 0.2 | $6.0M | 20k | 302.20 |
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| Eaton Corp SHS (ETN) | 0.2 | $6.0M | 18k | 331.43 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $5.9M | 69k | 84.53 |
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| Public Service Enterprise (PEG) | 0.2 | $5.8M | -3% | 65k | 89.21 |
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| Ross Stores (ROST) | 0.2 | $5.3M | +5% | 35k | 150.51 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $5.2M | 78k | 66.52 |
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| Tesla Motors (TSLA) | 0.2 | $5.0M | -2% | 19k | 261.63 |
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| Cisco Systems (CSCO) | 0.2 | $5.0M | -2% | 93k | 53.22 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.2 | $4.8M | 199k | 24.08 |
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| Chubb (CB) | 0.2 | $4.7M | +18% | 16k | 288.39 |
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| L3harris Technologies (LHX) | 0.2 | $4.6M | +43% | 19k | 237.87 |
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| Walt Disney Company (DIS) | 0.2 | $4.5M | -6% | 47k | 96.19 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.2 | $4.5M | 51k | 88.44 |
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| Deere & Company (DE) | 0.2 | $4.4M | -3% | 11k | 417.34 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $4.4M | -3% | 359k | 12.35 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $4.4M | -2% | 8.5k | 517.78 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $4.4M | +9% | 98k | 44.67 |
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| Travelers Companies (TRV) | 0.1 | $4.3M | +24% | 18k | 234.12 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.3M | +2% | 11k | 383.94 |
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| Zimmer Holdings (ZBH) | 0.1 | $4.2M | 39k | 107.95 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $3.9M | 33k | 117.22 |
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| Meta Platforms Cl A (META) | 0.1 | $3.9M | 6.8k | 572.44 |
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| salesforce (CRM) | 0.1 | $3.8M | 14k | 273.72 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.8M | -2% | 19k | 198.06 |
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| AutoZone (AZO) | 0.1 | $3.8M | 1.2k | 3150.04 |
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| Us Bancorp Del Com New (USB) | 0.1 | $3.7M | -24% | 81k | 45.73 |
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| Nucor Corporation (NUE) | 0.1 | $3.7M | 25k | 150.34 |
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| Coca-Cola Company (KO) | 0.1 | $3.7M | 51k | 71.86 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.6M | 14k | 263.83 |
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| Pfizer (PFE) | 0.1 | $3.6M | -8% | 124k | 28.94 |
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| Oracle Corporation (ORCL) | 0.1 | $3.5M | +4% | 21k | 170.40 |
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| Honeywell International (HON) | 0.1 | $3.5M | 17k | 206.71 |
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| 3M Company (MMM) | 0.1 | $3.3M | -2% | 24k | 136.70 |
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| Metropcs Communications (TMUS) | 0.1 | $3.3M | +5% | 16k | 206.36 |
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| American Express Company (AXP) | 0.1 | $3.2M | 12k | 271.20 |
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| Goldman Sachs (GS) | 0.1 | $3.2M | 6.4k | 495.12 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $3.2M | +2% | 5.4k | 584.51 |
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| Fortinet (FTNT) | 0.1 | $3.2M | -5% | 41k | 77.55 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $3.1M | 62k | 49.92 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $3.1M | 64k | 47.53 |
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| Southern Company (SO) | 0.1 | $3.0M | 34k | 90.18 |
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| PPL Corporation (PPL) | 0.1 | $3.0M | +4% | 92k | 33.08 |
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| Prologis (PLD) | 0.1 | $3.0M | 24k | 126.28 |
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| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $3.0M | -2% | 38k | 79.64 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $3.0M | -2% | 20k | 145.60 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $2.9M | 35k | 82.30 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $2.9M | 2.2k | 1273.01 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $2.9M | +19% | 29k | 99.49 |
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| Roper Industries (ROP) | 0.1 | $2.8M | +27% | 5.1k | 556.44 |
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| Corcept Therapeutics Incorporated (CORT) | 0.1 | $2.7M | 57k | 46.28 |
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| Morgan Stanley Com New (MS) | 0.1 | $2.7M | 26k | 104.24 |
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| Iron Mountain (IRM) | 0.1 | $2.6M | -2% | 22k | 118.83 |
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| Illinois Tool Works (ITW) | 0.1 | $2.5M | 9.7k | 262.07 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.5M | -5% | 40k | 62.69 |
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| Lululemon Athletica (LULU) | 0.1 | $2.5M | +4% | 9.2k | 271.35 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.1 | $2.5M | +4% | 52k | 47.54 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.4M | -2% | 39k | 62.32 |
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| Sempra Energy (SRE) | 0.1 | $2.4M | -5% | 29k | 83.63 |
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| Omni (OMC) | 0.1 | $2.4M | +13% | 23k | 103.39 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.3M | 40k | 56.49 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $2.2M | 5.3k | 423.12 |
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| Allstate Corporation (ALL) | 0.1 | $2.2M | 12k | 189.66 |
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| Marriott Intl Cl A (MAR) | 0.1 | $2.2M | 8.9k | 248.59 |
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| Target Corporation (TGT) | 0.1 | $2.2M | -29% | 14k | 155.86 |
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| Sherwin-Williams Company (SHW) | 0.1 | $2.1M | 5.6k | 381.69 |
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| Lennar Corp Cl A (LEN) | 0.1 | $2.1M | -8% | 11k | 187.48 |
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| O'reilly Automotive (ORLY) | 0.1 | $2.1M | 1.8k | 1151.60 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.0M | 5.4k | 375.39 |
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| Unilever Spon Adr New (UL) | 0.1 | $2.0M | 31k | 64.96 |
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| American Tower Reit (AMT) | 0.1 | $2.0M | -2% | 8.6k | 232.55 |
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| Wec Energy Group (WEC) | 0.1 | $2.0M | 20k | 96.18 |
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| International Business Machines (IBM) | 0.1 | $1.9M | 8.7k | 221.08 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.9M | 3.8k | 493.78 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.9M | 6.8k | 276.74 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.8M | 15k | 121.16 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.8M | 22k | 83.09 |
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| FedEx Corporation (FDX) | 0.1 | $1.8M | +3% | 6.6k | 273.67 |
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| Nextera Energy Unit 09/01/2025 (NEE.PR) | 0.1 | $1.8M | 39k | 46.36 |
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| Corning Incorporated (GLW) | 0.1 | $1.8M | +7% | 39k | 45.15 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $1.8M | 23k | 77.61 |
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| Te Connectivity Ord Shs | 0.1 | $1.8M | NEW | 12k | 150.99 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.8M | 11k | 162.91 |
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| Cardinal Health (CAH) | 0.1 | $1.7M | +4% | 16k | 110.52 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.7M | 21k | 80.49 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.7M | 13k | 128.20 |
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| Public Storage (PSA) | 0.1 | $1.7M | 4.7k | 363.87 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.7M | +6% | 2.6k | 631.82 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.7M | 9.2k | 179.30 |
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| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $1.6M | 22k | 72.17 |
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| Booking Holdings (BKNG) | 0.1 | $1.6M | +8% | 369.00 | 4213.28 |
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| Medtronic SHS (MDT) | 0.1 | $1.5M | -24% | 17k | 90.03 |
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| Emerson Electric (EMR) | 0.1 | $1.5M | 14k | 109.37 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $1.5M | 19k | 78.56 |
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| Stanley Black & Decker (SWK) | 0.1 | $1.5M | -6% | 14k | 110.13 |
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| Jacobs Engineering Group (J) | 0.1 | $1.5M | -4% | 11k | 130.90 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.5M | +8% | 8.4k | 173.67 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $1.5M | 20k | 72.80 |
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| Cadence Design Systems (CDNS) | 0.0 | $1.4M | 5.1k | 271.03 |
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| Kroger (KR) | 0.0 | $1.4M | +3% | 24k | 57.30 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.3M | 11k | 119.55 |
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| Boeing Company (BA) | 0.0 | $1.3M | -4% | 8.7k | 152.04 |
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| Williams Companies (WMB) | 0.0 | $1.3M | 28k | 45.65 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.3M | -11% | 7.1k | 179.16 |
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| Albemarle Corporation (ALB) | 0.0 | $1.3M | +4% | 13k | 94.71 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $1.2M | +2% | 17k | 71.76 |
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| CVS Caremark Corporation (CVS) | 0.0 | $1.2M | -6% | 19k | 62.88 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.2M | 23k | 52.81 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $1.2M | 12k | 103.90 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.2M | 4.9k | 237.21 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.1M | -3% | 22k | 51.74 |
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| 4068594 Enphase Energy (ENPH) | 0.0 | $1.1M | 10k | 113.02 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.1M | 9.7k | 115.02 |
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| ConocoPhillips (COP) | 0.0 | $1.1M | 10k | 105.28 |
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| Ishares Tr Global 100 Etf (IOO) | 0.0 | $1.1M | 11k | 99.16 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $1.1M | -8% | 2.2k | 491.27 |
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| Xylem (XYL) | 0.0 | $1.0M | -3% | 7.7k | 135.03 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.0M | 15k | 67.85 |
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| Verisk Analytics (VRSK) | 0.0 | $1.0M | +2% | 3.8k | 267.96 |
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| Lam Research Corporation (LRCX) | 0.0 | $1.0M | -3% | 1.2k | 816.36 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $994k | -11% | 30k | 33.23 |
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.0 | $983k | 5.0k | 197.54 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $977k | 1.9k | 527.80 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $966k | -32% | 23k | 41.77 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $955k | +4% | 3.9k | 245.45 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $949k | +9% | 4.3k | 220.89 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $937k | 11k | 89.37 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $904k | -11% | 6.1k | 148.48 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $872k | 3.4k | 257.69 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $867k | +4% | 8.3k | 104.19 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $853k | 7.4k | 115.30 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $840k | 11k | 73.67 |
|
|
| T. Rowe Price (TROW) | 0.0 | $823k | -17% | 7.6k | 108.93 |
|
| At&t (T) | 0.0 | $812k | -8% | 37k | 22.00 |
|
| Ge Aerospace Com New (GE) | 0.0 | $804k | 4.3k | 188.58 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $799k | -4% | 3.3k | 241.10 |
|
| Intel Corporation (INTC) | 0.0 | $793k | -21% | 34k | 23.46 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $786k | 5.0k | 158.81 |
|
|
| Servicenow (NOW) | 0.0 | $779k | -3% | 871.00 | 894.39 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $765k | 9.1k | 83.80 |
|
|
| Gilead Sciences (GILD) | 0.0 | $763k | +3% | 9.1k | 83.84 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $759k | 47k | 16.05 |
|
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.0 | $755k | 9.6k | 78.37 |
|
|
| Cigna Corp (CI) | 0.0 | $751k | +3% | 2.2k | 346.44 |
|
| SYSCO Corporation (SYY) | 0.0 | $740k | -13% | 9.5k | 78.06 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $738k | 3.6k | 206.58 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $729k | 5.4k | 135.03 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $714k | 10k | 71.60 |
|
|
| Kkr & Co (KKR) | 0.0 | $705k | -4% | 5.4k | 130.58 |
|
| McKesson Corporation (MCK) | 0.0 | $701k | 1.4k | 494.42 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $697k | 837.00 | 833.25 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $691k | 6.1k | 112.94 |
|
|
| Cummins (CMI) | 0.0 | $689k | 2.1k | 323.76 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $685k | 14k | 49.70 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $667k | -5% | 23k | 29.11 |
|
| AFLAC Incorporated (AFL) | 0.0 | $663k | 5.9k | 111.80 |
|
|
| American Electric Power Company (AEP) | 0.0 | $656k | 6.4k | 102.59 |
|
|
| Stryker Corporation (SYK) | 0.0 | $644k | -6% | 1.8k | 361.26 |
|
| Phillips 66 (PSX) | 0.0 | $621k | 4.7k | 131.44 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $612k | 2.9k | 209.87 |
|
|
| Selectquote Ord (SLQT) | 0.0 | $608k | NEW | 280k | 2.17 |
|
| Biogen Idec (BIIB) | 0.0 | $571k | 2.9k | 193.84 |
|
|
| First Solar (FSLR) | 0.0 | $570k | 2.3k | 249.44 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $564k | 2.3k | 243.06 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $549k | +16% | 3.4k | 161.83 |
|
| Celanese Corporation (CE) | 0.0 | $548k | 4.0k | 135.96 |
|
|
| Jabil Circuit (JBL) | 0.0 | $543k | 4.5k | 119.83 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $541k | -6% | 3.1k | 174.50 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $541k | -6% | 10k | 53.45 |
|
| TJX Companies (TJX) | 0.0 | $540k | 4.6k | 117.53 |
|
|
| Philip Morris International (PM) | 0.0 | $535k | 4.4k | 121.39 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $532k | 2.0k | 263.35 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $529k | +5% | 30k | 17.65 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $514k | +80% | 4.5k | 114.97 |
|
| Netflix (NFLX) | 0.0 | $498k | +5% | 702.00 | 709.27 |
|
| Nordstrom (JWN) | 0.0 | $498k | 22k | 22.49 |
|
|
| General Mills (GIS) | 0.0 | $495k | -6% | 6.7k | 73.85 |
|
| Ingersoll Rand (IR) | 0.0 | $495k | 5.0k | 98.16 |
|
|
| Xcel Energy (XEL) | 0.0 | $484k | -10% | 7.4k | 65.30 |
|
| Citigroup Com New (C) | 0.0 | $477k | 7.6k | 62.60 |
|
|
| Altria (MO) | 0.0 | $472k | -7% | 9.2k | 51.04 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $468k | +4% | 4.9k | 95.91 |
|
| Workday Cl A (WDAY) | 0.0 | $465k | -10% | 1.9k | 244.41 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $455k | 2.4k | 189.80 |
|
|
| Intuit (INTU) | 0.0 | $451k | 727.00 | 620.69 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $448k | 7.6k | 59.22 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $442k | -2% | 5.7k | 77.91 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $442k | +53% | 14k | 31.63 |
|
| Dover Corporation (DOV) | 0.0 | $439k | 2.3k | 191.74 |
|
|
| Hubbell (HUBB) | 0.0 | $428k | 1.0k | 428.35 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $423k | 457.00 | 924.50 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $420k | 5.9k | 71.10 |
|
|
| Progressive Corporation (PGR) | 0.0 | $416k | 1.6k | 253.76 |
|
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $416k | -4% | 7.5k | 55.08 |
|
| Eversource Energy (ES) | 0.0 | $409k | 6.0k | 68.05 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $409k | +3% | 2.1k | 197.17 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $401k | +3% | 1.7k | 230.59 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $399k | 1.9k | 208.70 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $397k | -16% | 3.4k | 116.96 |
|
| Paychex (PAYX) | 0.0 | $393k | -2% | 2.9k | 134.19 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $393k | -7% | 6.9k | 57.11 |
|
| Monday SHS (MNDY) | 0.0 | $391k | 1.4k | 277.77 |
|
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $389k | 2.5k | 157.34 |
|
|
| American Water Works (AWK) | 0.0 | $384k | 2.6k | 146.24 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $384k | -3% | 6.1k | 63.26 |
|
| Shell Spon Ads (SHEL) | 0.0 | $382k | 5.8k | 65.95 |
|
|
| Essex Property Trust (ESS) | 0.0 | $378k | -3% | 1.3k | 295.42 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $378k | 21k | 18.04 |
|
|
| Dow (DOW) | 0.0 | $377k | 6.9k | 54.63 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $373k | NEW | 2.2k | 170.94 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $371k | 6.2k | 59.74 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $371k | 2.3k | 158.93 |
|
|
| Amentum Holdings | 0.0 | $369k | NEW | 11k | 32.25 |
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $361k | 8.0k | 45.12 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $361k | 1.5k | 240.01 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $358k | 6.9k | 51.54 |
|
|
| Synopsys (SNPS) | 0.0 | $356k | 703.00 | 506.38 |
|
|
| Evergy (EVRG) | 0.0 | $356k | -6% | 5.7k | 62.01 |
|
| Fastenal Company (FAST) | 0.0 | $347k | 4.9k | 71.42 |
|
|
| Kinder Morgan (KMI) | 0.0 | $344k | +14% | 16k | 22.09 |
|
| Norfolk Southern (NSC) | 0.0 | $340k | -6% | 1.4k | 248.50 |
|
| Palo Alto Networks (PANW) | 0.0 | $333k | +65% | 975.00 | 341.80 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $332k | 4.0k | 83.63 |
|
|
| Enbridge (ENB) | 0.0 | $329k | -11% | 8.1k | 40.61 |
|
| PNC Financial Services (PNC) | 0.0 | $325k | 1.8k | 184.85 |
|
|
| Masimo Corporation (MASI) | 0.0 | $322k | 2.4k | 133.33 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $313k | 4.6k | 68.28 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $313k | NEW | 2.2k | 143.01 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $310k | 5.1k | 61.08 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $307k | 975.00 | 314.39 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $305k | -2% | 1.1k | 281.37 |
|
| Uber Technologies (UBER) | 0.0 | $301k | NEW | 4.0k | 75.16 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $301k | -3% | 2.9k | 103.94 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $300k | +15% | 3.3k | 91.93 |
|
| Consolidated Edison (ED) | 0.0 | $298k | 2.9k | 104.12 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $294k | 639.00 | 459.85 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $290k | 3.0k | 96.52 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $285k | 2.1k | 133.67 |
|
|
| Paccar (PCAR) | 0.0 | $282k | NEW | 2.9k | 98.68 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $278k | 2.9k | 95.03 |
|
|
| PPG Industries (PPG) | 0.0 | $276k | -2% | 2.1k | 132.46 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $276k | -2% | 3.0k | 91.31 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $269k | 4.9k | 55.29 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $267k | 4.0k | 65.99 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $267k | -21% | 7.9k | 33.86 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $262k | 3.7k | 70.55 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $259k | 2.2k | 117.15 |
|
|
| Fiserv (FI) | 0.0 | $256k | 1.4k | 179.65 |
|
|
| CSX Corporation (CSX) | 0.0 | $255k | 7.4k | 34.53 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $249k | 3.8k | 65.00 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $248k | 3.9k | 63.85 |
|
|
| Baxter International (BAX) | 0.0 | $246k | -4% | 6.5k | 37.97 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $244k | 3.5k | 68.91 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $244k | -75% | 5.7k | 42.84 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $244k | 2.1k | 118.75 |
|
|
| Ford Motor Company (F) | 0.0 | $243k | -13% | 23k | 10.56 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $242k | -3% | 1.7k | 140.35 |
|
| Ameriprise Financial (AMP) | 0.0 | $242k | 514.00 | 469.81 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $240k | -18% | 1.9k | 123.62 |
|
| Smartsheet Com Cl A (SMAR) | 0.0 | $239k | NEW | 4.3k | 55.36 |
|
| Hp (HPQ) | 0.0 | $238k | 6.6k | 35.87 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $238k | +3% | 19k | 12.77 |
|
| State Street Corporation (STT) | 0.0 | $235k | -4% | 2.7k | 88.46 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $234k | -3% | 2.1k | 109.65 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $230k | 2.8k | 82.53 |
|
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $230k | 5.5k | 41.50 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $230k | 3.6k | 64.62 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $228k | -12% | 2.2k | 104.93 |
|
| Oneok (OKE) | 0.0 | $227k | 2.5k | 91.13 |
|
|
| Micron Technology (MU) | 0.0 | $226k | +5% | 2.2k | 103.71 |
|
| Ishares Tr Europe Etf (IEV) | 0.0 | $225k | -5% | 3.9k | 58.27 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $222k | NEW | 8.9k | 25.13 |
|
| Ge Vernova (GEV) | 0.0 | $222k | NEW | 870.00 | 254.98 |
|
| Hershey Company (HSY) | 0.0 | $220k | 1.1k | 191.78 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $213k | 8.0k | 26.63 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $211k | NEW | 609.00 | 345.99 |
|
| Dupont De Nemours (DD) | 0.0 | $208k | NEW | 2.3k | 89.11 |
|
| CoStar (CSGP) | 0.0 | $205k | 2.7k | 75.44 |
|
|
| United Rentals (URI) | 0.0 | $201k | NEW | 248.00 | 809.73 |
|
| Zynex (ZYXI) | 0.0 | $141k | 17k | 8.16 |
|
|
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $116k | 11k | 10.32 |
|
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $61k | 10k | 6.10 |
|
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $51k | 15k | 3.50 |
|
|
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $49k | 10k | 4.87 |
|
Past Filings by Kcm Investment Advisors
SEC 13F filings are viewable for Kcm Investment Advisors going back to 2010
- Kcm Investment Advisors 2024 Q3 filed Nov. 6, 2024
- Kcm Investment Advisors 2024 Q2 filed July 29, 2024
- Kcm Investment Advisors 2024 Q1 filed May 7, 2024
- Kcm Investment Advisors 2023 Q3 filed Nov. 8, 2023
- Kcm Investment Advisors 2023 Q2 filed Aug. 9, 2023
- Kcm Investment Advisors 2023 Q1 filed May 9, 2023
- Kcm Investment Advisors 2022 Q4 filed Jan. 31, 2023
- Kcm Investment Advisors 2022 Q3 filed Nov. 10, 2022
- Kcm Investment Advisors 2022 Q2 filed Aug. 15, 2022
- Kcm Investment Advisors 2022 Q1 filed May 13, 2022
- Kcm Investment Advisors 2021 Q4 filed Feb. 14, 2022
- Kcm Investment Advisors 2021 Q3 filed Nov. 12, 2021
- Kcm Investment Advisors 2021 Q2 restated filed Oct. 21, 2021
- Kcm Investment Advisors 2021 Q2 filed Aug. 12, 2021
- Kcm Investment Advisors 2021 Q1 filed May 13, 2021
- Kcm Investment Advisors 2020 Q4 filed Feb. 19, 2021