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, AMZN, and represent 24.28% of Kcm Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: JPM (+$5.9M), CW, LLY, NLR, CDNS, SMH, NEE, BX, VGT, OEF.
- Started 19 new stock positions in CRCL, SPYG, STX, VTV, FICO, BWXT, STT, BP, URI, ASML. COR, IBIT, VXUS, PXH, IDXX, NOC, FHLC, GM, ANET.
- Reduced shares in these 10 stocks: VTI (-$37M), XLC (-$21M), VFH (-$18M), VHT (-$13M), XLV, , DE, UPS, VEA, XLK.
- Sold out of its positions in CNI, STZ, DDOG, EIX, EW, FI, XYLD, IBN, MMT, Nextera Energy. SPTM, SAP, TTE, VSS.
- Kcm Investment Advisors was a net seller of stock by $-92M.
- Kcm Investment Advisors has $3.1B in assets under management (AUM), dropping by 4.17%.
- Central Index Key (CIK): 0001109228
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Portfolio Holdings for Kcm Investment Advisors
Kcm Investment Advisors holds 383 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $223M | 877k | 254.63 |
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| Select Sector Spdr Tr Technology (XLK) | 6.3 | $195M | 690k | 281.86 |
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| Microsoft Corporation (MSFT) | 5.0 | $155M | 300k | 517.95 |
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| Costco Wholesale Corporation (COST) | 3.5 | $107M | 116k | 925.63 |
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| Amazon (AMZN) | 2.4 | $74M | 335k | 219.57 |
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| NVIDIA Corporation (NVDA) | 2.3 | $70M | 377k | 186.58 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $69M | +9% | 219k | 315.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $67M | 277k | 243.10 |
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| Select Sector Spdr Tr Communication (XLC) | 2.1 | $65M | -24% | 545k | 118.37 |
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| Vanguard World Inf Tech Etf (VGT) | 2.0 | $62M | 84k | 746.63 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.9 | $60M | 251k | 239.64 |
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| Wal-Mart Stores (WMT) | 1.9 | $59M | 571k | 103.06 |
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| Home Depot (HD) | 1.8 | $56M | 139k | 405.19 |
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| Visa Com Cl A (V) | 1.7 | $53M | 154k | 341.38 |
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| Automatic Data Processing (ADP) | 1.6 | $51M | 173k | 293.50 |
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| Vanguard World Comm Srvc Etf (VOX) | 1.6 | $51M | 269k | 187.73 |
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| Chevron Corporation (CVX) | 1.6 | $49M | 316k | 155.29 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.5 | $47M | -6% | 340k | 139.17 |
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| Select Sector Spdr Tr Financial (XLF) | 1.5 | $47M | -2% | 877k | 53.87 |
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| Waste Management (WM) | 1.4 | $42M | 191k | 220.83 |
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| Trane Technologies SHS (TT) | 1.3 | $41M | 98k | 421.96 |
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| Select Sector Spdr Tr Indl (XLI) | 1.3 | $40M | 260k | 154.23 |
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| Blackstone Group Inc Com Cl A (BX) | 1.2 | $38M | +2% | 221k | 170.85 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $37M | +2% | 151k | 243.55 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $36M | -50% | 108k | 328.17 |
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| Johnson & Johnson (JNJ) | 1.1 | $35M | 190k | 185.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $35M | 58k | 600.37 |
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| Vanguard World Consum Dis Etf (VCR) | 1.1 | $34M | 86k | 396.15 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $32M | 411k | 78.37 |
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| Select Sector Spdr Tr Energy (XLE) | 1.0 | $31M | -2% | 343k | 89.34 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $29M | 44k | 666.18 |
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| Procter & Gamble Company (PG) | 0.9 | $29M | -2% | 189k | 153.65 |
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| Nextera Energy (NEE) | 0.9 | $28M | +5% | 366k | 75.49 |
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| Vanguard World Financials Etf (VFH) | 0.9 | $27M | -40% | 204k | 131.24 |
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| Vanguard World Industrial Etf (VIS) | 0.8 | $26M | 87k | 296.29 |
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| Amgen (AMGN) | 0.8 | $25M | 89k | 282.20 |
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| Caterpillar (CAT) | 0.8 | $24M | -2% | 50k | 477.15 |
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| McDonald's Corporation (MCD) | 0.7 | $23M | 76k | 303.89 |
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| Broadcom (AVGO) | 0.7 | $22M | 68k | 329.91 |
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| Carlisle Companies (CSL) | 0.7 | $21M | +3% | 62k | 328.96 |
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| Abbott Laboratories (ABT) | 0.6 | $20M | 149k | 133.94 |
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| Ecolab (ECL) | 0.6 | $20M | 72k | 273.86 |
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| Eli Lilly & Co. (LLY) | 0.6 | $19M | +13% | 25k | 763.00 |
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| Bank of America Corporation (BAC) | 0.6 | $19M | 364k | 51.59 |
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| Abbvie (ABBV) | 0.6 | $18M | 76k | 231.54 |
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| Kla Corp Com New (KLAC) | 0.5 | $17M | 16k | 1078.59 |
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| Vanguard World Health Car Etf (VHT) | 0.5 | $15M | -47% | 56k | 259.60 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.5 | $15M | 12k | 1234.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $15M | 29k | 502.74 |
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| Danaher Corporation (DHR) | 0.4 | $14M | -2% | 70k | 198.26 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.4 | $13M | 94k | 140.05 |
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $13M | 87k | 150.86 |
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| Verizon Communications (VZ) | 0.4 | $12M | 282k | 43.95 |
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| Realty Income (O) | 0.4 | $12M | 198k | 60.79 |
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| Vanguard World Consum Stp Etf (VDC) | 0.4 | $12M | -8% | 56k | 213.73 |
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| Air Products & Chemicals (APD) | 0.4 | $12M | 43k | 272.72 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $12M | +3% | 135k | 87.21 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $11M | 86k | 124.34 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $10M | +2% | 38k | 271.12 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $9.6M | -3% | 108k | 89.62 |
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| Starbucks Corporation (SBUX) | 0.3 | $9.5M | -8% | 112k | 84.60 |
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| Lowe's Companies (LOW) | 0.3 | $9.5M | -4% | 38k | 251.31 |
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| Applied Materials (AMAT) | 0.3 | $9.4M | 46k | 204.74 |
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| Southern Copper Corporation (SCCO) | 0.3 | $9.2M | +3% | 75k | 121.36 |
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| Labcorp Holdings Com Shs (LH) | 0.3 | $9.1M | 32k | 287.06 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $9.0M | 94k | 95.47 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $8.9M | +6% | 15k | 596.05 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $8.7M | -2% | 95k | 91.42 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $8.2M | 12k | 669.32 |
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| Genuine Parts Company (GPC) | 0.2 | $7.7M | 56k | 138.60 |
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| L3harris Technologies (LHX) | 0.2 | $7.7M | 25k | 305.41 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $7.6M | -2% | 37k | 204.86 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $7.5M | 53k | 142.10 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $7.0M | 37k | 189.41 |
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| General Dynamics Corporation (GD) | 0.2 | $6.8M | 20k | 341.00 |
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| Linde SHS (LIN) | 0.2 | $6.8M | 14k | 475.00 |
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| Eaton Corp SHS (ETN) | 0.2 | $6.7M | 18k | 374.24 |
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| Cisco Systems (CSCO) | 0.2 | $6.7M | +2% | 98k | 68.42 |
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| Vanguard World Energy Etf (VDE) | 0.2 | $6.7M | 53k | 125.86 |
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| Tesla Motors (TSLA) | 0.2 | $6.5M | 15k | 444.72 |
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| Nike CL B (NKE) | 0.2 | $6.3M | -4% | 90k | 69.73 |
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| Qualcomm (QCOM) | 0.2 | $6.3M | -2% | 38k | 166.36 |
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| Oracle Corporation (ORCL) | 0.2 | $6.3M | +3% | 22k | 281.24 |
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| Cintas Corporation (CTAS) | 0.2 | $6.3M | 31k | 205.26 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $6.1M | 25k | 246.60 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $6.0M | 233k | 25.71 |
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| S&p Global (SPGI) | 0.2 | $5.9M | 12k | 486.71 |
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| Curtiss-Wright (CW) | 0.2 | $5.7M | +130% | 10k | 542.94 |
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| Goldman Sachs (GS) | 0.2 | $5.6M | 7.1k | 796.36 |
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| Public Service Enterprise (PEG) | 0.2 | $5.4M | 64k | 83.46 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $5.3M | +36% | 16k | 326.36 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.2 | $5.2M | 51k | 102.87 |
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| Travelers Companies (TRV) | 0.2 | $5.1M | 18k | 279.21 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $5.1M | 187k | 27.30 |
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| Meta Platforms Cl A (META) | 0.2 | $5.1M | +3% | 6.9k | 734.40 |
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| Metropcs Communications (TMUS) | 0.2 | $5.1M | +11% | 21k | 239.38 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $5.0M | +2% | 118k | 42.13 |
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| AutoZone (AZO) | 0.2 | $4.9M | 1.2k | 4290.24 |
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| Ross Stores (ROST) | 0.2 | $4.9M | 32k | 152.39 |
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| Chubb (CB) | 0.2 | $4.8M | 17k | 282.25 |
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| Merck & Co (MRK) | 0.2 | $4.7M | 56k | 83.93 |
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| Clorox Company (CLX) | 0.1 | $4.6M | -5% | 37k | 123.30 |
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| Colgate-Palmolive Company (CL) | 0.1 | $4.5M | -3% | 57k | 79.94 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.4M | -21% | 9.2k | 479.63 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $4.2M | -2% | 168k | 24.72 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $4.0M | 14k | 293.74 |
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| Corcept Therapeutics Incorporated (CORT) | 0.1 | $4.0M | 48k | 83.11 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.9M | -3% | 18k | 215.79 |
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| Corning Incorporated (GLW) | 0.1 | $3.9M | 47k | 82.03 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $3.8M | 33k | 112.75 |
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| American Express Company (AXP) | 0.1 | $3.6M | -2% | 11k | 332.16 |
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| Deere & Company (DE) | 0.1 | $3.6M | -45% | 7.8k | 457.26 |
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| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $3.5M | 39k | 91.61 |
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| Wells Fargo & Company (WFC) | 0.1 | $3.5M | +2% | 41k | 83.82 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $3.4M | -4% | 60k | 57.52 |
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| Coca-Cola Company (KO) | 0.1 | $3.4M | 52k | 66.32 |
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| Cadence Design Systems (CDNS) | 0.1 | $3.3M | +105% | 9.4k | 351.26 |
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| Morgan Stanley Com New (MS) | 0.1 | $3.3M | 21k | 158.96 |
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| Fortinet (FTNT) | 0.1 | $3.3M | 39k | 84.08 |
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| O'reilly Automotive (ORLY) | 0.1 | $3.3M | +8% | 30k | 107.81 |
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| Southern Company (SO) | 0.1 | $3.2M | 34k | 94.77 |
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| UnitedHealth (UNH) | 0.1 | $3.2M | -2% | 9.2k | 345.30 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $3.1M | 2.5k | 1280.00 |
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| Union Pacific Corporation (UNP) | 0.1 | $3.1M | -2% | 13k | 236.38 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $3.1M | -2% | 265k | 11.60 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $3.0M | +37% | 9.1k | 332.82 |
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| Builders FirstSource (BLDR) | 0.1 | $3.0M | +2% | 25k | 121.25 |
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| Honeywell International (HON) | 0.1 | $3.0M | -3% | 14k | 210.50 |
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| Walt Disney Company (DIS) | 0.1 | $3.0M | -22% | 26k | 114.50 |
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| Zimmer Holdings (ZBH) | 0.1 | $3.0M | -5% | 30k | 98.50 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.1 | $3.0M | 56k | 52.53 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $3.0M | -2% | 8.4k | 352.75 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.9M | 11k | 279.29 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.9M | 6.0k | 485.02 |
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| PPL Corporation (PPL) | 0.1 | $2.9M | 78k | 37.16 |
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| Roper Industries (ROP) | 0.1 | $2.9M | 5.8k | 498.69 |
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| Allstate Corporation (ALL) | 0.1 | $2.9M | 13k | 214.66 |
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| Crown Castle Intl (CCI) | 0.1 | $2.8M | -4% | 29k | 96.49 |
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| 3M Company (MMM) | 0.1 | $2.8M | -2% | 18k | 155.18 |
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| International Business Machines (IBM) | 0.1 | $2.7M | -2% | 9.6k | 282.16 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.7M | +5% | 16k | 167.33 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.7M | 39k | 68.08 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.1 | $2.7M | +340% | 20k | 135.65 |
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| Blackrock (BLK) | 0.1 | $2.6M | 2.3k | 1166.07 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.6M | 40k | 65.26 |
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| Cardinal Health (CAH) | 0.1 | $2.6M | 16k | 156.96 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $2.5M | 23k | 109.95 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.5M | +11% | 7.0k | 355.47 |
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| Pfizer (PFE) | 0.1 | $2.5M | -19% | 97k | 25.48 |
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| Booking Holdings (BKNG) | 0.1 | $2.5M | +4% | 455.00 | 5400.47 |
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| Prologis (PLD) | 0.1 | $2.3M | 20k | 114.52 |
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| Illinois Tool Works (ITW) | 0.1 | $2.3M | 8.7k | 260.76 |
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| United Parcel Service CL B (UPS) | 0.1 | $2.3M | -52% | 27k | 83.53 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $2.2M | 57k | 39.22 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.2M | +8% | 2.9k | 758.15 |
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| Wec Energy Group (WEC) | 0.1 | $2.2M | -2% | 19k | 114.59 |
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| Iron Mountain (IRM) | 0.1 | $2.2M | 21k | 101.94 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.1M | -3% | 15k | 144.37 |
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| Pepsi (PEP) | 0.1 | $2.1M | 15k | 140.44 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $2.0M | -2% | 31k | 66.91 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.9M | 5.1k | 378.93 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.9M | 3.9k | 499.16 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.9M | 4.1k | 468.42 |
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| salesforce (CRM) | 0.1 | $1.9M | -41% | 8.0k | 237.00 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.9M | 64k | 29.64 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.9M | 13k | 140.95 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.8M | 9.3k | 194.50 |
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| Boeing Company (BA) | 0.1 | $1.8M | 8.2k | 215.83 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.7M | 6.5k | 260.42 |
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| Anthem (ELV) | 0.1 | $1.7M | -2% | 5.2k | 323.10 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.7M | +4% | 5.5k | 300.81 |
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| Williams Companies (WMB) | 0.1 | $1.7M | 26k | 63.35 |
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| Kroger (KR) | 0.1 | $1.6M | 24k | 67.41 |
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| Emerson Electric (EMR) | 0.1 | $1.6M | 12k | 131.18 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.6M | -2% | 27k | 59.28 |
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| FedEx Corporation (FDX) | 0.1 | $1.6M | 6.9k | 235.80 |
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| Omni (OMC) | 0.1 | $1.6M | +4% | 20k | 81.53 |
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| Mp Materials Corp Com Cl A (MP) | 0.1 | $1.6M | -4% | 24k | 67.07 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.6M | -2% | 4.5k | 346.28 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.6M | -9% | 2.7k | 568.83 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $1.5M | 12k | 126.64 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.5M | 11k | 138.24 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $1.5M | 3.3k | 463.74 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $1.5M | -2% | 7.8k | 192.74 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $1.5M | 17k | 87.03 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $1.5M | -2% | 11k | 133.91 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.5M | 56k | 26.34 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.5M | 5.7k | 254.28 |
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| CVS Caremark Corporation (CVS) | 0.0 | $1.4M | +41% | 19k | 75.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.4M | +4% | 2.3k | 612.31 |
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| Nucor Corporation (NUE) | 0.0 | $1.4M | +9% | 11k | 135.42 |
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| Medtronic SHS (MDT) | 0.0 | $1.4M | -5% | 15k | 95.24 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.4M | -57% | 23k | 59.92 |
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| Spdr Series Trust Nyse Tech Etf (XNTK) | 0.0 | $1.3M | 5.0k | 272.24 |
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| Jacobs Engineering Group (J) | 0.0 | $1.3M | 9.0k | 149.86 |
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| Gilead Sciences (GILD) | 0.0 | $1.3M | +7% | 12k | 111.00 |
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| At&t (T) | 0.0 | $1.3M | +4% | 47k | 28.24 |
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| Netflix (NFLX) | 0.0 | $1.3M | +13% | 1.1k | 1198.92 |
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| Lennar Corp Cl A (LEN) | 0.0 | $1.3M | -2% | 10k | 126.04 |
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| Newmont Mining Corporation (NEM) | 0.0 | $1.3M | +11% | 15k | 84.31 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.3M | 17k | 72.77 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.2M | -6% | 9.6k | 128.24 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.2M | 38k | 31.91 |
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| Ishares Tr Global 100 Etf (IOO) | 0.0 | $1.2M | 10k | 120.01 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.2M | 6.2k | 189.70 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $1.1M | -17% | 9.9k | 115.01 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $1.1M | +3% | 9.1k | 123.75 |
|
| McKesson Corporation (MCK) | 0.0 | $1.1M | 1.5k | 772.54 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.1M | 4.7k | 241.96 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $1.1M | 42k | 26.30 |
|
|
| TJX Companies (TJX) | 0.0 | $1.1M | +43% | 7.5k | 144.54 |
|
| Lululemon Athletica (LULU) | 0.0 | $1.0M | -32% | 5.8k | 177.93 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $996k | +2% | 10k | 97.63 |
|
| Jabil Circuit (JBL) | 0.0 | $983k | 4.5k | 217.17 |
|
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.0 | $982k | 9.6k | 101.93 |
|
|
| Monday SHS (MNDY) | 0.0 | $956k | +38% | 4.9k | 193.69 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $934k | 21k | 45.10 |
|
|
| Ge Vernova (GEV) | 0.0 | $917k | +3% | 1.5k | 614.90 |
|
| SYSCO Corporation (SYY) | 0.0 | $907k | 11k | 82.34 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $904k | 3.6k | 251.51 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $888k | 10k | 89.13 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $862k | +34% | 7.7k | 111.84 |
|
| Servicenow (NOW) | 0.0 | $861k | +3% | 935.00 | 920.28 |
|
| Citigroup Com New (C) | 0.0 | $838k | +3% | 8.3k | 101.50 |
|
| Valero Energy Corporation (VLO) | 0.0 | $833k | +7% | 4.9k | 170.26 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $830k | -19% | 3.8k | 219.52 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $818k | +10% | 1.8k | 447.23 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $807k | 47k | 17.16 |
|
|
| ConocoPhillips (COP) | 0.0 | $796k | +4% | 8.4k | 94.60 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $796k | +35% | 24k | 32.77 |
|
| Cummins (CMI) | 0.0 | $784k | -7% | 1.9k | 422.33 |
|
| Philip Morris International (PM) | 0.0 | $781k | 4.8k | 162.19 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $771k | 25k | 31.27 |
|
|
| American Electric Power Company (AEP) | 0.0 | $738k | +2% | 6.6k | 112.50 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $729k | +3% | 23k | 31.42 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $722k | +7% | 5.1k | 141.49 |
|
| Altria (MO) | 0.0 | $717k | -18% | 11k | 66.06 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $710k | +2% | 3.9k | 183.75 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $709k | -26% | 15k | 48.33 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $677k | 5.3k | 128.34 |
|
|
| Stryker Corporation (SYK) | 0.0 | $676k | -4% | 1.8k | 369.70 |
|
| Intel Corporation (INTC) | 0.0 | $673k | -10% | 20k | 33.55 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $671k | 4.2k | 159.70 |
|
|
| Ishares Tr Global Finls Etf (IXG) | 0.0 | $668k | +2% | 5.7k | 116.67 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $664k | 3.0k | 222.17 |
|
|
| Kkr & Co (KKR) | 0.0 | $657k | +3% | 5.1k | 129.95 |
|
| Target Corporation (TGT) | 0.0 | $640k | -10% | 7.1k | 89.70 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $634k | -17% | 20k | 31.62 |
|
| Phillips 66 (PSX) | 0.0 | $631k | 4.6k | 136.01 |
|
|
| Xylem (XYL) | 0.0 | $630k | -25% | 4.3k | 147.50 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $622k | 2.0k | 307.94 |
|
|
| Cigna Corp (CI) | 0.0 | $612k | 2.1k | 288.25 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $606k | 5.4k | 111.70 |
|
|
| Xcel Energy (XEL) | 0.0 | $598k | 7.4k | 80.65 |
|
|
| Intuit (INTU) | 0.0 | $590k | +5% | 864.00 | 682.62 |
|
| Stanley Black & Decker (SWK) | 0.0 | $587k | -6% | 7.9k | 74.33 |
|
| Spdr Series Trust Aerospace Def (XAR) | 0.0 | $581k | 2.5k | 234.96 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $580k | 9.7k | 59.70 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $549k | 24k | 23.28 |
|
|
| Capital One Financial (COF) | 0.0 | $547k | +4% | 2.6k | 212.58 |
|
| Palo Alto Networks (PANW) | 0.0 | $541k | +29% | 2.7k | 203.62 |
|
| Sempra Energy (SRE) | 0.0 | $539k | +3% | 6.0k | 89.98 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $535k | +44% | 1.5k | 365.48 |
|
| Digital Realty Trust (DLR) | 0.0 | $533k | -2% | 3.1k | 172.88 |
|
| Kinder Morgan (KMI) | 0.0 | $525k | -3% | 19k | 28.31 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $518k | 7.3k | 70.97 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $509k | 3.9k | 130.28 |
|
|
| First Solar (FSLR) | 0.0 | $504k | 2.3k | 220.53 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $502k | -15% | 6.2k | 81.08 |
|
| Fastenal Company (FAST) | 0.0 | $496k | +3% | 10k | 49.04 |
|
| Hubbell (HUBB) | 0.0 | $478k | 1.1k | 430.31 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $475k | +5% | 4.6k | 103.21 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $470k | 4.0k | 118.82 |
|
|
| Norfolk Southern (NSC) | 0.0 | $467k | +4% | 1.6k | 300.31 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $462k | +136% | 1.4k | 337.49 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $455k | 7.6k | 60.08 |
|
|
| Eversource Energy (ES) | 0.0 | $452k | +6% | 6.4k | 71.14 |
|
| Progressive Corporation (PGR) | 0.0 | $450k | +5% | 1.8k | 246.95 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $441k | -32% | 5.3k | 82.58 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $425k | 1.9k | 222.22 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $423k | +3% | 4.8k | 88.62 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $421k | 457.00 | 920.64 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $415k | +14% | 2.6k | 161.79 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $413k | 2.0k | 206.51 |
|
|
| Public Storage (PSA) | 0.0 | $406k | +4% | 1.4k | 288.85 |
|
| Micron Technology (MU) | 0.0 | $405k | +17% | 2.4k | 167.32 |
|
| Keysight Technologies (KEYS) | 0.0 | $403k | 2.3k | 174.92 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $401k | 7.7k | 52.30 |
|
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $393k | 8.2k | 47.65 |
|
|
| Biogen Idec (BIIB) | 0.0 | $392k | 2.8k | 140.08 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $387k | 8.6k | 45.21 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $383k | +43% | 781.00 | 490.38 |
|
| PNC Financial Services (PNC) | 0.0 | $380k | 1.9k | 200.93 |
|
|
| American Tower Reit (AMT) | 0.0 | $379k | +5% | 2.0k | 192.31 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $377k | -10% | 4.3k | 86.80 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $375k | 4.0k | 93.37 |
|
|
| Masimo Corporation (MASI) | 0.0 | $371k | 2.5k | 147.55 |
|
|
| Enbridge (ENB) | 0.0 | $370k | -2% | 7.3k | 50.46 |
|
| Uber Technologies (UBER) | 0.0 | $367k | +42% | 3.7k | 97.97 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $361k | 4.5k | 79.80 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $358k | +4% | 3.3k | 108.95 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $349k | +4% | 1.1k | 309.74 |
|
| Synopsys (SNPS) | 0.0 | $348k | +4% | 706.00 | 493.38 |
|
| Paychex (PAYX) | 0.0 | $348k | +2% | 2.7k | 126.76 |
|
| Bwx Technologies (BWXT) | 0.0 | $348k | NEW | 1.9k | 184.37 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $343k | NEW | 229.00 | 1496.53 |
|
| General Mills (GIS) | 0.0 | $342k | 6.8k | 50.42 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $342k | 6.9k | 49.39 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $340k | 3.6k | 95.89 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $337k | +7% | 2.7k | 123.75 |
|
| Essex Property Trust (ESS) | 0.0 | $333k | 1.2k | 267.66 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $332k | 11k | 31.16 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $331k | 7.7k | 42.96 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $329k | 2.0k | 164.54 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $328k | -9% | 5.5k | 59.74 |
|
| Workday Cl A (WDAY) | 0.0 | $326k | 1.4k | 240.73 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $326k | 8.9k | 36.81 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $321k | -3% | 4.5k | 71.53 |
|
| Consolidated Edison (ED) | 0.0 | $318k | 3.2k | 100.51 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $312k | 9.7k | 32.12 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $311k | 2.1k | 145.87 |
|
|
| EQT Corporation (EQT) | 0.0 | $310k | +31% | 5.7k | 54.43 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $304k | -12% | 4.0k | 76.72 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $299k | -2% | 2.0k | 148.61 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $296k | 4.1k | 71.71 |
|
|
| Oneok (OKE) | 0.0 | $294k | +3% | 4.0k | 72.98 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $293k | 3.8k | 76.33 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $290k | +11% | 1.6k | 178.14 |
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.0 | $290k | 4.7k | 61.50 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $287k | 3.0k | 95.14 |
|
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $286k | 2.8k | 101.31 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $285k | +4% | 1.5k | 187.17 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $280k | NEW | 1.2k | 236.06 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $277k | NEW | 455.00 | 608.65 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $267k | 3.7k | 72.12 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $267k | +5% | 1.3k | 206.91 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $263k | +2% | 4.2k | 62.47 |
|
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $261k | +2% | 4.1k | 64.37 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $260k | -11% | 3.5k | 73.48 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $260k | 2.9k | 90.36 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $257k | NEW | 4.0k | 65.00 |
|
| Ingersoll Rand (IR) | 0.0 | $257k | 3.1k | 82.62 |
|
|
| Dover Corporation (DOV) | 0.0 | $256k | -2% | 1.5k | 166.83 |
|
| Ameriprise Financial (AMP) | 0.0 | $255k | +2% | 518.00 | 491.25 |
|
| Ishares Tr Europe Etf (IEV) | 0.0 | $253k | 3.9k | 65.48 |
|
|
| CSX Corporation (CSX) | 0.0 | $249k | +5% | 7.0k | 35.51 |
|
| United Rentals (URI) | 0.0 | $249k | NEW | 261.00 | 954.66 |
|
| Spdr Series Trust S&p Regl Bkg (KRE) | 0.0 | $249k | 3.9k | 63.30 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $245k | 5.2k | 47.25 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $245k | 609.00 | 402.42 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $238k | NEW | 246.00 | 968.09 |
|
| Hershey Company (HSY) | 0.0 | $238k | -14% | 1.3k | 187.05 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $237k | NEW | 1.6k | 145.71 |
|
| Evergy (EVRG) | 0.0 | $236k | -5% | 3.1k | 76.02 |
|
| Rbc Cad (RY) | 0.0 | $234k | 1.6k | 147.32 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $231k | NEW | 1.2k | 186.48 |
|
| CoStar (CSGP) | 0.0 | $230k | 2.7k | 84.37 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $229k | NEW | 358.00 | 638.89 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $228k | -21% | 2.8k | 79.95 |
|
| Aon Shs Cl A (AON) | 0.0 | $227k | +5% | 636.00 | 356.58 |
|
| American Water Works (AWK) | 0.0 | $226k | 1.6k | 139.19 |
|
|
| Cme (CME) | 0.0 | $226k | +8% | 835.00 | 270.19 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $225k | 2.2k | 101.62 |
|
|
| Bank of Marin Ban (BMRC) | 0.0 | $224k | 9.2k | 24.28 |
|
|
| Ford Motor Company (F) | 0.0 | $224k | 19k | 11.96 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $221k | -11% | 7.6k | 29.11 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $216k | -3% | 6.1k | 35.39 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $214k | 3.7k | 58.72 |
|
|
| Masco Corporation (MAS) | 0.0 | $214k | -67% | 3.0k | 70.39 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $214k | 9.0k | 23.65 |
|
|
| State Street Corporation (STT) | 0.0 | $209k | NEW | 1.8k | 116.04 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $208k | NEW | 3.1k | 66.87 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $206k | NEW | 1.6k | 132.58 |
|
| BP Sponsored Adr (BP) | 0.0 | $205k | NEW | 6.0k | 34.46 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $205k | NEW | 2.0k | 104.51 |
|
| AmerisourceBergen (COR) | 0.0 | $204k | NEW | 653.00 | 312.64 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $204k | NEW | 2.8k | 73.46 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $203k | NEW | 8.0k | 25.42 |
|
| General Motors Company (GM) | 0.0 | $200k | NEW | 3.3k | 60.97 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $91k | -21% | 10k | 8.99 |
|
| Nordic American Tanker Shippin (NAT) | 0.0 | $81k | 26k | 3.14 |
|
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $45k | 15k | 3.10 |
|
|
| Zynex (ZYXI) | 0.0 | $25k | 17k | 1.45 |
|
Past Filings by Kcm Investment Advisors
SEC 13F filings are viewable for Kcm Investment Advisors going back to 2010
- 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
- Kcm Investment Advisors 2021 Q3 filed Nov. 12, 2021