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, GOOGL, and represent 24.25% of Kcm Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$94M), XLY (+$29M), XLE (+$14M), XLU (+$6.1M), XLB, APPF, NLR, OMC, UL, SMH.
- Started 22 new stock positions in LITE, IGM, CIEN, EW, UL, VEEV, AKRE, BXSL, VRTX, TTE. WDC, BNDX, IXP, NRG, APPF, AEM, TM, ROK, XBI, COWZ, GRID, PLTR.
- Reduced shares in these 10 stocks: AAPL, TMUS, AVGO, VZ, IWV, XLF, Unilever, BAC, NVDA, XLC.
- Sold out of its positions in AWK, CSGP, ENPH, GIS, IUSG, IWV, IXUS, MAS, SWK, Unilever. ZYXIQ.
- Kcm Investment Advisors was a net buyer of stock by $115M.
- Kcm Investment Advisors has $3.1B in assets under management (AUM), dropping by 0.44%.
- Central Index Key (CIK): 0001109228
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Portfolio Holdings for Kcm Investment Advisors
Kcm Investment Advisors holds 394 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.5 | $234M | 862k | 271.86 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 6.2 | $193M | +94% | 1.3M | 143.97 |
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| Microsoft Corporation (MSFT) | 4.6 | $144M | 299k | 483.62 |
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| Costco Wholesale Corporation (COST) | 3.2 | $99M | 115k | 862.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $85M | 272k | 313.00 |
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| Amazon (AMZN) | 2.5 | $77M | 334k | 230.82 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $71M | 219k | 322.22 |
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| NVIDIA Corporation (NVDA) | 2.2 | $69M | -2% | 369k | 186.50 |
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| Wal-Mart Stores (WMT) | 2.0 | $63M | 565k | 111.41 |
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| Select Sector Spdr Tr State Street Com (XLC) | 2.0 | $63M | -2% | 533k | 117.72 |
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| Vanguard World Inf Tech Etf (VGT) | 2.0 | $62M | -2% | 82k | 753.78 |
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| Select Sector Spdr Tr State Street Con (XLY) | 1.9 | $58M | +95% | 489k | 119.41 |
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| Visa Com Cl A (V) | 1.7 | $53M | 152k | 350.71 |
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| Vanguard World Comm Srvc Etf (VOX) | 1.7 | $53M | 271k | 193.63 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 1.6 | $51M | -2% | 331k | 154.80 |
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| Chevron Corporation (CVX) | 1.5 | $48M | 314k | 152.41 |
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| Home Depot (HD) | 1.5 | $47M | 137k | 344.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $46M | -2% | 148k | 313.80 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 1.5 | $46M | -3% | 844k | 54.77 |
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| Automatic Data Processing (ADP) | 1.4 | $43M | -2% | 168k | 257.23 |
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| Waste Management (WM) | 1.3 | $42M | 190k | 219.71 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 1.3 | $40M | 257k | 155.12 |
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| Johnson & Johnson (JNJ) | 1.3 | $39M | 189k | 206.95 |
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| Trane Technologies SHS (TT) | 1.2 | $38M | 97k | 389.20 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $36M | 59k | 614.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $35M | -3% | 104k | 335.27 |
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| Vanguard World Consum Dis Etf (VCR) | 1.1 | $34M | 86k | 393.92 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $33M | -3% | 212k | 154.14 |
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| Select Sector Spdr Tr State Street Con (XLP) | 1.0 | $32M | 410k | 77.68 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $30M | 44k | 681.93 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.9 | $29M | +91% | 658k | 44.71 |
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| Nextera Energy (NEE) | 0.9 | $29M | 361k | 80.28 |
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| Amgen (AMGN) | 0.9 | $29M | 88k | 327.31 |
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| Caterpillar (CAT) | 0.9 | $28M | 50k | 572.87 |
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| Vanguard World Financials Etf (VFH) | 0.9 | $27M | 203k | 133.49 |
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| Eli Lilly & Co. (LLY) | 0.9 | $27M | 25k | 1074.69 |
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| Procter & Gamble Company (PG) | 0.8 | $26M | -3% | 183k | 143.31 |
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| Vanguard World Industrial Etf (VIS) | 0.8 | $26M | 87k | 298.38 |
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| McDonald's Corporation (MCD) | 0.7 | $23M | 76k | 305.63 |
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| Broadcom (AVGO) | 0.7 | $21M | -12% | 60k | 346.10 |
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| Carlisle Companies (CSL) | 0.6 | $19M | -6% | 58k | 319.86 |
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| Ecolab (ECL) | 0.6 | $19M | -2% | 71k | 262.52 |
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| Bank of America Corporation (BAC) | 0.6 | $18M | -7% | 335k | 55.00 |
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| Kla Corp Com New (KLAC) | 0.6 | $18M | -3% | 15k | 1215.07 |
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| Abbott Laboratories (ABT) | 0.6 | $18M | -2% | 146k | 125.29 |
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| Abbvie (ABBV) | 0.6 | $17M | 76k | 228.49 |
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| Vanguard World Health Car Etf (VHT) | 0.5 | $16M | 55k | 287.85 |
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| Danaher Corporation (DHR) | 0.5 | $16M | -2% | 68k | 228.92 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $14M | 28k | 502.65 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.4 | $14M | 12k | 1212.00 |
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $14M | 86k | 162.01 |
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| Spdr Series Trust State Street Spd (SDY) | 0.4 | $13M | 93k | 139.16 |
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| Vanguard World Consum Stp Etf (VDC) | 0.4 | $12M | +4% | 58k | 211.24 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $12M | +107% | 279k | 42.69 |
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| Southern Copper Corporation (SCCO) | 0.4 | $12M | +6% | 80k | 143.47 |
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| Applied Materials (AMAT) | 0.4 | $11M | -2% | 45k | 256.99 |
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| Realty Income (O) | 0.3 | $11M | -2% | 193k | 56.37 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $11M | -6% | 36k | 301.15 |
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| Air Products & Chemicals (APD) | 0.3 | $10M | -3% | 42k | 247.02 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.3 | $9.8M | +100% | 216k | 45.35 |
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| Verizon Communications (VZ) | 0.3 | $9.5M | -17% | 234k | 40.73 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $9.3M | 93k | 99.91 |
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| Lowe's Companies (LOW) | 0.3 | $9.0M | 37k | 241.16 |
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| Starbucks Corporation (SBUX) | 0.3 | $8.8M | -7% | 104k | 84.21 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $8.7M | -3% | 15k | 603.28 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $8.4M | 94k | 88.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $8.1M | -3% | 12k | 684.96 |
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| Labcorp Holdings Com Shs (LH) | 0.3 | $7.8M | 31k | 250.88 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $7.7M | -11% | 77k | 100.89 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $7.7M | 37k | 207.55 |
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| Cisco Systems (CSCO) | 0.2 | $7.5M | 98k | 77.03 |
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| L3harris Technologies (LHX) | 0.2 | $7.5M | 25k | 293.57 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $7.5M | +26% | 21k | 360.13 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $7.5M | 53k | 141.14 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.2 | $7.0M | +186% | 56k | 124.20 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $6.8M | 37k | 185.04 |
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| Vanguard World Energy Etf (VDE) | 0.2 | $6.7M | 53k | 125.92 |
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| General Dynamics Corporation (GD) | 0.2 | $6.6M | -2% | 20k | 336.66 |
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| Genuine Parts Company (GPC) | 0.2 | $6.4M | -6% | 52k | 122.96 |
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| Tesla Motors (TSLA) | 0.2 | $6.3M | -4% | 14k | 449.72 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $6.1M | 233k | 26.23 |
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| Qualcomm (QCOM) | 0.2 | $6.0M | -6% | 35k | 171.05 |
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| S&p Global (SPGI) | 0.2 | $6.0M | -5% | 12k | 522.59 |
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| Linde SHS (LIN) | 0.2 | $6.0M | 14k | 426.39 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $5.8M | -13% | 22k | 268.30 |
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| Ross Stores (ROST) | 0.2 | $5.7M | 32k | 180.14 |
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| Curtiss-Wright (CW) | 0.2 | $5.7M | 10k | 551.27 |
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| Merck & Co (MRK) | 0.2 | $5.7M | -3% | 54k | 105.26 |
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| Goldman Sachs (GS) | 0.2 | $5.6M | -10% | 6.3k | 879.02 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $5.5M | +15% | 137k | 40.35 |
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| Eaton Corp SHS (ETN) | 0.2 | $5.5M | -3% | 17k | 318.50 |
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| Public Service Enterprise (PEG) | 0.2 | $5.4M | +4% | 67k | 80.30 |
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| Cintas Corporation (CTAS) | 0.2 | $5.4M | -6% | 29k | 188.07 |
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| Travelers Companies (TRV) | 0.2 | $5.2M | -2% | 18k | 290.05 |
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| Nike CL B (NKE) | 0.2 | $5.2M | -9% | 81k | 63.71 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.2 | $5.2M | 51k | 102.16 |
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| Chubb (CB) | 0.2 | $5.2M | -2% | 17k | 312.11 |
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| Meta Platforms Cl A (META) | 0.2 | $4.8M | +4% | 7.3k | 660.09 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.8M | +5% | 9.8k | 487.86 |
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| Omni (OMC) | 0.2 | $4.7M | +199% | 59k | 80.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $4.7M | -9% | 170k | 27.43 |
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| Appfolio Com Cl A (APPF) | 0.1 | $4.6M | NEW | 20k | 232.65 |
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| Colgate-Palmolive Company (CL) | 0.1 | $4.3M | -4% | 54k | 79.02 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.2M | +7% | 19k | 219.78 |
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| Corning Incorporated (GLW) | 0.1 | $4.1M | 47k | 87.56 |
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| Oracle Corporation (ORCL) | 0.1 | $4.1M | -6% | 21k | 194.91 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $4.0M | 14k | 290.22 |
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| Wells Fargo & Company (WFC) | 0.1 | $3.9M | 42k | 93.20 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $3.9M | -7% | 156k | 24.77 |
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| American Express Company (AXP) | 0.1 | $3.8M | -4% | 10k | 369.95 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $3.8M | -4% | 32k | 120.34 |
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| AutoZone (AZO) | 0.1 | $3.8M | -2% | 1.1k | 3391.50 |
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| Deere & Company (DE) | 0.1 | $3.7M | 7.9k | 465.57 |
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| Coca-Cola Company (KO) | 0.1 | $3.6M | 52k | 69.91 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.6M | +30% | 9.1k | 396.31 |
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| Morgan Stanley Com New (MS) | 0.1 | $3.6M | -3% | 20k | 177.53 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $3.5M | 60k | 59.28 |
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| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $3.4M | -2% | 38k | 91.19 |
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| Cardinal Health (CAH) | 0.1 | $3.4M | 16k | 205.50 |
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| Clorox Company (CLX) | 0.1 | $3.3M | -10% | 33k | 100.83 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $3.3M | +2% | 11k | 303.89 |
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| Fortinet (FTNT) | 0.1 | $3.2M | +4% | 41k | 79.41 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.1 | $3.1M | 57k | 55.15 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $3.1M | +4% | 17k | 183.40 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $3.1M | 9.1k | 342.96 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $3.1M | -11% | 5.3k | 579.45 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $3.1M | 2.4k | 1252.00 |
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| Southern Company (SO) | 0.1 | $3.0M | 34k | 87.20 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.9M | -2% | 13k | 231.33 |
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| UnitedHealth (UNH) | 0.1 | $2.9M | -4% | 8.8k | 330.11 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $2.9M | -2% | 257k | 11.24 |
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| Walt Disney Company (DIS) | 0.1 | $2.8M | -4% | 25k | 113.77 |
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| Allstate Corporation (ALL) | 0.1 | $2.8M | 13k | 208.15 |
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| International Business Machines (IBM) | 0.1 | $2.8M | -3% | 9.3k | 296.22 |
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| Honeywell International (HON) | 0.1 | $2.7M | 14k | 195.09 |
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| Roper Industries (ROP) | 0.1 | $2.7M | +6% | 6.1k | 445.13 |
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| O'reilly Automotive (ORLY) | 0.1 | $2.7M | 30k | 91.21 |
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| 3M Company (MMM) | 0.1 | $2.7M | -5% | 17k | 160.10 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.7M | 39k | 69.42 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $2.7M | -6% | 53k | 50.79 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $2.7M | 22k | 119.75 |
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| Booking Holdings (BKNG) | 0.1 | $2.6M | +8% | 492.00 | 5356.43 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.6M | 40k | 66.00 |
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| Prologis (PLD) | 0.1 | $2.6M | 20k | 127.66 |
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| Blackrock (BLK) | 0.1 | $2.5M | +4% | 2.4k | 1070.42 |
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| Cadence Design Systems (CDNS) | 0.1 | $2.5M | -15% | 8.0k | 312.58 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.5M | -3% | 2.8k | 878.96 |
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| PPL Corporation (PPL) | 0.1 | $2.5M | -9% | 71k | 35.02 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.4M | -18% | 6.9k | 349.99 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.4M | -4% | 14k | 168.77 |
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| Crown Castle Intl (CCI) | 0.1 | $2.3M | -10% | 26k | 88.87 |
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| Builders FirstSource (BLDR) | 0.1 | $2.3M | -9% | 23k | 102.89 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.2M | +96% | 9.1k | 246.16 |
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| Boeing Company (BA) | 0.1 | $2.2M | +23% | 10k | 217.12 |
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| Newmont Mining Corporation (NEM) | 0.1 | $2.1M | +37% | 21k | 99.85 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $2.1M | 30k | 68.11 |
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| Pepsi (PEP) | 0.1 | $2.0M | -4% | 14k | 143.52 |
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| FedEx Corporation (FDX) | 0.1 | $2.0M | +2% | 7.0k | 288.87 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $2.0M | +8% | 12k | 171.19 |
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| salesforce (CRM) | 0.1 | $2.0M | -5% | 7.5k | 264.91 |
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| Illinois Tool Works (ITW) | 0.1 | $2.0M | -6% | 8.1k | 246.30 |
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| Marriott Intl Cl A (MAR) | 0.1 | $2.0M | 6.4k | 310.22 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.9M | 64k | 30.07 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.9M | 3.9k | 483.62 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.9M | 9.4k | 198.62 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.9M | -4% | 3.9k | 473.31 |
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| Wec Energy Group (WEC) | 0.1 | $1.8M | -8% | 18k | 105.46 |
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| Anthem (ELV) | 0.1 | $1.8M | 5.1k | 350.53 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.8M | -6% | 13k | 143.52 |
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| Iron Mountain (IRM) | 0.1 | $1.8M | 21k | 82.95 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.8M | -34% | 18k | 99.19 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.7M | +12% | 22k | 79.36 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.7M | 5.6k | 308.04 |
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| Nucor Corporation (NUE) | 0.1 | $1.7M | 10k | 163.10 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.7M | +6% | 12k | 141.49 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.7M | +11% | 6.4k | 257.94 |
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| Corcept Therapeutics Incorporated (CORT) | 0.1 | $1.6M | 47k | 34.80 |
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| Emerson Electric (EMR) | 0.1 | $1.6M | 12k | 132.72 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.6M | +3% | 2.8k | 570.96 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.6M | +8% | 2.5k | 627.09 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.6M | 3.3k | 480.57 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.6M | NEW | 24k | 65.40 |
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| Gilead Sciences (GILD) | 0.1 | $1.6M | +8% | 13k | 122.74 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $1.6M | 12k | 128.93 |
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| Williams Companies (WMB) | 0.0 | $1.5M | 26k | 60.11 |
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| Kroger (KR) | 0.0 | $1.5M | 25k | 62.48 |
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| TJX Companies (TJX) | 0.0 | $1.5M | +31% | 9.9k | 153.61 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $1.5M | 17k | 88.08 |
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| Zimmer Holdings (ZBH) | 0.0 | $1.5M | -44% | 17k | 89.92 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.5M | 56k | 26.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.5M | 24k | 62.47 |
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| Pfizer (PFE) | 0.0 | $1.4M | -40% | 57k | 24.90 |
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| Spdr Series Trust State Street Spd (XNTK) | 0.0 | $1.4M | 5.0k | 277.89 |
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| Medtronic SHS (MDT) | 0.0 | $1.4M | -4% | 14k | 96.06 |
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| Sherwin-Williams Company (SHW) | 0.0 | $1.3M | -7% | 4.2k | 324.05 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.3M | +7% | 41k | 32.62 |
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| Ishares Tr Global 100 Etf (IOO) | 0.0 | $1.3M | 10k | 126.67 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.3M | -4% | 9.2k | 137.87 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $1.2M | -2% | 7.6k | 162.63 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $1.2M | 24k | 50.52 |
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| McKesson Corporation (MCK) | 0.0 | $1.2M | 1.5k | 820.29 |
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| Metropcs Communications (TMUS) | 0.0 | $1.2M | -72% | 5.9k | 203.06 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.2M | -15% | 15k | 81.17 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.2M | 6.1k | 191.56 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $1.2M | +7% | 9.9k | 117.21 |
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| Jacobs Engineering Group (J) | 0.0 | $1.2M | -3% | 8.7k | 132.46 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $1.1M | 42k | 27.21 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.1M | 21k | 53.94 |
|
|
| At&t (T) | 0.0 | $1.1M | -6% | 43k | 24.84 |
|
| Valero Energy Corporation (VLO) | 0.0 | $1.1M | +33% | 6.5k | 162.79 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $1.0M | 9.9k | 105.69 |
|
|
| Jabil Circuit (JBL) | 0.0 | $1.0M | 4.5k | 228.02 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $1.0M | -4% | 23k | 43.55 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $1.0M | +11% | 8.6k | 117.52 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $1.0M | -6% | 9.8k | 102.80 |
|
| Lululemon Athletica (LULU) | 0.0 | $987k | -17% | 4.8k | 207.81 |
|
| Ge Vernova (GEV) | 0.0 | $987k | 1.5k | 653.57 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $980k | 10k | 95.35 |
|
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.0 | $979k | 9.6k | 101.59 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $976k | +43% | 6.0k | 162.14 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $959k | -7% | 1.7k | 566.36 |
|
| Cummins (CMI) | 0.0 | $954k | 1.9k | 510.40 |
|
|
| Netflix (NFLX) | 0.0 | $951k | +822% | 10k | 93.76 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $911k | 10k | 91.40 |
|
|
| Citigroup Com New (C) | 0.0 | $863k | -10% | 7.4k | 116.69 |
|
| SYSCO Corporation (SYY) | 0.0 | $811k | 11k | 73.69 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $802k | 3.6k | 223.69 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $794k | 25k | 32.06 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $775k | 47k | 16.49 |
|
|
| ConocoPhillips (COP) | 0.0 | $774k | 8.3k | 93.62 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $773k | -11% | 5.5k | 141.44 |
|
| American Electric Power Company (AEP) | 0.0 | $766k | 6.6k | 115.31 |
|
|
| Philip Morris International (PM) | 0.0 | $741k | -4% | 4.6k | 160.41 |
|
| Altria (MO) | 0.0 | $730k | +16% | 13k | 57.66 |
|
| Monday SHS (MNDY) | 0.0 | $729k | 4.9k | 147.56 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $728k | -6% | 14k | 53.36 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $721k | -16% | 3.2k | 227.49 |
|
| Servicenow (NOW) | 0.0 | $719k | +402% | 4.7k | 153.19 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $717k | 5.3k | 136.07 |
|
|
| Ishares Tr Global Finls Etf (IXG) | 0.0 | $711k | +2% | 5.9k | 120.79 |
|
| Intel Corporation (INTC) | 0.0 | $689k | -7% | 19k | 36.90 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $672k | -3% | 23k | 29.89 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $672k | 3.0k | 224.67 |
|
|
| Micron Technology (MU) | 0.0 | $656k | -5% | 2.3k | 285.41 |
|
| Stryker Corporation (SYK) | 0.0 | $653k | 1.9k | 351.50 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $638k | -4% | 3.7k | 173.51 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $636k | 2.0k | 314.88 |
|
|
| Capital One Financial (COF) | 0.0 | $635k | 2.6k | 242.36 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $631k | 20k | 30.96 |
|
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $622k | +16% | 8.5k | 73.28 |
|
| First Solar (FSLR) | 0.0 | $612k | +2% | 2.3k | 261.23 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $604k | +188% | 8.0k | 75.44 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $597k | 2.5k | 241.24 |
|
|
| Phillips 66 (PSX) | 0.0 | $594k | 4.6k | 129.03 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $591k | +4% | 25k | 24.04 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $587k | +5% | 5.4k | 109.31 |
|
| Intuit (INTU) | 0.0 | $584k | +2% | 882.00 | 662.15 |
|
| Advanced Micro Devices (AMD) | 0.0 | $583k | +6% | 2.7k | 214.16 |
|
| Xylem (XYL) | 0.0 | $582k | 4.3k | 136.18 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $562k | -6% | 5.1k | 110.27 |
|
| Cigna Corp (CI) | 0.0 | $558k | -4% | 2.0k | 275.23 |
|
| Xcel Energy (XEL) | 0.0 | $547k | 7.4k | 73.86 |
|
|
| Target Corporation (TGT) | 0.0 | $546k | -21% | 5.6k | 97.75 |
|
| Kkr & Co (KKR) | 0.0 | $540k | -16% | 4.2k | 127.48 |
|
| Sempra Energy (SRE) | 0.0 | $537k | 6.1k | 88.29 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $526k | NEW | 3.3k | 159.24 |
|
| Eversource Energy (ES) | 0.0 | $522k | +21% | 7.7k | 67.33 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $517k | 3.9k | 132.37 |
|
|
| Progressive Corporation (PGR) | 0.0 | $508k | +22% | 2.2k | 227.72 |
|
| Kinder Morgan (KMI) | 0.0 | $498k | -2% | 18k | 27.49 |
|
| Fastenal Company (FAST) | 0.0 | $495k | +21% | 12k | 40.13 |
|
| Biogen Idec (BIIB) | 0.0 | $493k | 2.8k | 175.99 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $489k | NEW | 7.5k | 65.51 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $483k | 4.6k | 105.00 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $478k | +54% | 2.1k | 226.14 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $470k | 7.6k | 62.15 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $468k | 2.3k | 203.19 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $467k | 4.8k | 97.40 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $463k | -2% | 3.0k | 154.71 |
|
| Norfolk Southern (NSC) | 0.0 | $455k | 1.6k | 288.73 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $452k | +22% | 3.3k | 135.14 |
|
| Palo Alto Networks (PANW) | 0.0 | $452k | -7% | 2.5k | 184.20 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $447k | +22% | 953.00 | 468.76 |
|
| Hubbell (HUBB) | 0.0 | $444k | -9% | 1.0k | 444.11 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $443k | NEW | 976.00 | 453.36 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $430k | -9% | 3.6k | 120.18 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $424k | 2.0k | 212.07 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $421k | -18% | 8.0k | 52.84 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $414k | 457.00 | 906.36 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $409k | +107% | 8.2k | 49.65 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $402k | 8.6k | 46.92 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $395k | NEW | 15k | 26.33 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $387k | 3.3k | 116.10 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $387k | 229.00 | 1690.62 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $386k | 4.0k | 96.03 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $386k | -2% | 7.5k | 51.60 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $379k | 1.9k | 197.97 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $378k | -30% | 1.0k | 373.44 |
|
| Shell Spon Ads (SHEL) | 0.0 | $377k | +14% | 5.1k | 73.49 |
|
| PNC Financial Services (PNC) | 0.0 | $367k | -6% | 1.8k | 208.73 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $365k | -3% | 4.4k | 83.61 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $364k | 8.9k | 41.08 |
|
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $361k | -7% | 7.7k | 47.17 |
|
| Uber Technologies (UBER) | 0.0 | $360k | +17% | 4.4k | 81.71 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $349k | 7.7k | 45.21 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $349k | 4.3k | 80.37 |
|
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $344k | NEW | 2.2k | 153.02 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $344k | 3.6k | 96.88 |
|
|
| Public Storage (PSA) | 0.0 | $343k | -5% | 1.3k | 259.50 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $340k | +3% | 1.2k | 275.39 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $336k | 11k | 31.51 |
|
|
| Enbridge (ENB) | 0.0 | $336k | -4% | 7.0k | 47.83 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $334k | 7.0k | 47.94 |
|
|
| American Tower Reit (AMT) | 0.0 | $333k | -3% | 1.9k | 175.60 |
|
| Synopsys (SNPS) | 0.0 | $329k | 700.00 | 469.71 |
|
|
| Masimo Corporation (MASI) | 0.0 | $327k | 2.5k | 130.06 |
|
|
| Essex Property Trust (ESS) | 0.0 | $326k | 1.2k | 261.68 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $324k | 2.0k | 160.97 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $319k | 9.7k | 32.80 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $316k | 2.1k | 148.17 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $316k | 5.5k | 57.49 |
|
|
| Evergy (EVRG) | 0.0 | $313k | +39% | 4.3k | 72.49 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $312k | +3% | 1.7k | 185.61 |
|
| Dover Corporation (DOV) | 0.0 | $310k | +3% | 1.6k | 195.24 |
|
| Bwx Technologies (BWXT) | 0.0 | $309k | -5% | 1.8k | 172.84 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $308k | 4.1k | 74.50 |
|
|
| EQT Corporation (EQT) | 0.0 | $304k | 5.7k | 53.60 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $297k | NEW | 6.1k | 48.32 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $296k | 2.9k | 103.17 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $296k | 1.1k | 258.79 |
|
|
| Workday Cl A (WDAY) | 0.0 | $295k | 1.4k | 214.78 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $295k | 3.8k | 77.73 |
|
|
| Consolidated Edison (ED) | 0.0 | $293k | -6% | 3.0k | 99.33 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $291k | NEW | 1.2k | 233.87 |
|
| Astrazeneca Sponsored Adr | 0.0 | $290k | -20% | 3.2k | 91.93 |
|
| General Motors Company (GM) | 0.0 | $285k | +6% | 3.5k | 81.32 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $284k | 3.0k | 94.16 |
|
|
| Agnico (AEM) | 0.0 | $284k | NEW | 1.7k | 169.53 |
|
| Paychex (PAYX) | 0.0 | $280k | -9% | 2.5k | 112.18 |
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.0 | $278k | 4.7k | 58.96 |
|
|
| Rbc Cad (RY) | 0.0 | $271k | 1.6k | 170.49 |
|
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $269k | -5% | 2.7k | 100.80 |
|
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $268k | +2% | 4.1k | 64.65 |
|
| Lumentum Hldgs (LITE) | 0.0 | $265k | NEW | 720.00 | 368.59 |
|
| Ishares Tr Europe Etf (IEV) | 0.0 | $265k | 3.9k | 68.60 |
|
|
| Oneok (OKE) | 0.0 | $264k | -10% | 3.6k | 73.50 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $263k | +113% | 3.3k | 79.30 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $263k | 2.8k | 94.20 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $263k | 246.00 | 1069.86 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $263k | 462.00 | 569.64 |
|
|
| Western Digital (WDC) | 0.0 | $261k | NEW | 1.5k | 172.23 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $256k | NEW | 1.2k | 214.06 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $255k | +5% | 377.00 | 676.53 |
|
| CSX Corporation (CSX) | 0.0 | $254k | 7.0k | 36.25 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $253k | -14% | 1.3k | 194.07 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $253k | 3.5k | 71.42 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $251k | 609.00 | 412.77 |
|
|
| Spdr Series Trust State Street Spd (KRE) | 0.0 | $248k | -2% | 3.8k | 64.81 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $248k | -5% | 3.5k | 70.42 |
|
| Ameriprise Financial (AMP) | 0.0 | $247k | -2% | 503.00 | 490.34 |
|
| Ingersoll Rand (IR) | 0.0 | $247k | 3.1k | 79.22 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $243k | +2% | 9.2k | 26.32 |
|
| Bank of Marin Ban (BMRC) | 0.0 | $240k | 9.2k | 26.01 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $238k | 3.7k | 65.10 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $238k | +2% | 3.2k | 74.28 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $237k | 1.2k | 191.02 |
|
|
| Cme (CME) | 0.0 | $236k | +3% | 863.00 | 273.08 |
|
| Hershey Company (HSY) | 0.0 | $231k | 1.3k | 181.98 |
|
|
| State Street Corporation (STT) | 0.0 | $231k | 1.8k | 129.04 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $229k | NEW | 1.9k | 121.93 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $226k | 2.2k | 102.33 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $225k | 7.6k | 29.61 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $225k | +5% | 1.7k | 131.03 |
|
| Ford Motor Company (F) | 0.0 | $219k | -10% | 17k | 13.12 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $217k | NEW | 1.7k | 129.16 |
|
| AmerisourceBergen (COR) | 0.0 | $217k | 642.00 | 337.87 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $216k | -3% | 613.00 | 352.88 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $216k | -9% | 1.2k | 185.56 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $216k | -4% | 4.0k | 53.83 |
|
| Totalenergies Se Act (TTE) | 0.0 | $216k | NEW | 3.3k | 65.42 |
|
| Edwards Lifesciences (EW) | 0.0 | $215k | NEW | 2.5k | 85.25 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $215k | NEW | 3.6k | 60.17 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $213k | 5.2k | 41.12 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $210k | NEW | 939.00 | 223.23 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $209k | NEW | 1.2k | 177.75 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $209k | 2.0k | 106.70 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $207k | 6.0k | 34.73 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $207k | 8.0k | 25.81 |
|
|
| Rockwell Automation (ROK) | 0.0 | $201k | NEW | 517.00 | 388.82 |
|
| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.0 | $201k | NEW | 1.7k | 121.22 |
|
| United Rentals (URI) | 0.0 | $201k | -4% | 248.00 | 809.32 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $116k | 10k | 11.49 |
|
|
| Nordic American Tanker Shippin (NAT) | 0.0 | $88k | 26k | 3.44 |
|
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $54k | 15k | 3.69 |
|
Past Filings by Kcm Investment Advisors
SEC 13F filings are viewable for Kcm Investment Advisors going back to 2010
- Kcm Investment Advisors 2025 Q4 filed Feb. 13, 2026
- Kcm Investment Advisors 2025 Q3 filed Nov. 12, 2025
- Kcm Investment Advisors 2025 Q2 filed Aug. 6, 2025
- Kcm Investment Advisors 2025 Q1 filed May 14, 2025
- Kcm Investment Advisors 2024 Q4 filed Feb. 13, 2025
- 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