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 20.98% of Kcm Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: WFC.PL (+$25M), BAC (+$7.6M), XLE (+$6.5M), CVX (+$6.0M), AMAT (+$5.2M), XLY, TTT, XLV, VDC, AMZN.
- Started 47 new stock positions in WMB, AON, OMC, CE, TER, CNI, MTTR, WFC.PL, BAC.PL, CHPT.
- Reduced shares in these 10 stocks: TBT (-$23M), WFC (-$12M), AMGN, TSM, , BEP, CHKP, D, NEE, PGX.
- Sold out of its positions in ATVI, BABA, CSL, CERN, DFAT, DOCU, EMX, EA, Federal Realty Inv. Trust, FCOM.
- Kcm Investment Advisors was a net buyer of stock by $96M.
- Kcm Investment Advisors has $2.7B in assets under management (AUM), dropping by 8.69%.
- Central Index Key (CIK): 0001109228
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Portfolio Holdings for Kcm Investment Advisors
Companies in the Kcm Investment Advisors portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 7.2 | $197M | 1.1M | 174.61 | ||
Select Sector Spdr Tr Technology (XLK) | 4.5 | $123M | 771k | 158.93 | ||
Microsoft Corporation (MSFT) | 4.2 | $114M | 370k | 308.31 | ||
Costco Wholesale Corporation (COST) | 2.9 | $79M | 136k | 575.85 | ||
Amazon (AMZN) | 2.2 | $61M | +5% | 19k | 3259.93 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $51M | 224k | 227.67 | ||
Johnson & Johnson (JNJ) | 1.8 | $51M | 285k | 177.23 | ||
Automatic Data Processing (ADP) | 1.7 | $47M | 209k | 227.54 | ||
Chevron Corporation (CVX) | 1.7 | $47M | +14% | 288k | 162.83 | |
Home Depot (HD) | 1.6 | $44M | 147k | 299.33 | ||
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.5 | $40M | +14% | 214k | 185.00 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.4 | $39M | +9% | 286k | 136.99 | |
Crown Castle Intl (CCI) | 1.4 | $38M | 207k | 184.60 | ||
Visa Com Cl A (V) | 1.4 | $38M | 172k | 221.77 | ||
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Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $38M | -3% | 14k | 2781.36 | |
Nextera Energy (NEE) | 1.4 | $38M | -3% | 447k | 84.71 | |
Vanguard World Fds Inf Tech Etf (VGT) | 1.3 | $37M | +7% | 88k | 416.48 | |
United Parcel Service CL B (UPS) | 1.3 | $35M | +6% | 164k | 214.46 | |
Procter & Gamble Company (PG) | 1.3 | $35M | +2% | 229k | 152.80 | |
Waste Management (WM) | 1.3 | $35M | 218k | 158.50 | ||
Select Sector Spdr Tr Communication (XLC) | 1.2 | $33M | +9% | 477k | 68.78 | |
Nike CL B (NKE) | 1.1 | $29M | 218k | 134.56 | ||
Danaher Corporation (DHR) | 1.1 | $29M | +9% | 100k | 293.33 | |
Verizon Communications (VZ) | 1.0 | $29M | 559k | 50.94 | ||
Vanguard World Fds Comm Srvc Etf (VOX) | 1.0 | $28M | +4% | 235k | 120.05 | |
Wal-Mart Stores (WMT) | 1.0 | $28M | +5% | 185k | 148.92 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $26M | +11% | 346k | 75.89 | |
Select Sector Spdr Tr Financial (XLF) | 0.9 | $26M | +12% | 673k | 38.32 | |
3M Company (MMM) | 0.9 | $26M | +5% | 172k | 148.88 | |
Vanguard World Fds Financials Etf (VFH) | 0.9 | $25M | +10% | 272k | 93.39 | |
Bank of America Corporation (BAC) | 0.9 | $25M | +42% | 614k | 41.22 | |
Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.9 | $25M | NEW | 19k | 1325.03 | |
Abbott Laboratories (ABT) | 0.9 | $24M | +7% | 202k | 118.36 | |
Alphabet Cap Stk Cl C (GOOG) | 0.9 | $24M | +10% | 8.5k | 2793.03 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $24M | +3% | 172k | 136.32 | |
Walt Disney Company (DIS) | 0.9 | $23M | -4% | 170k | 137.16 | |
Vanguard World Fds Consum Dis Etf (VCR) | 0.8 | $23M | +2% | 76k | 305.24 | |
Amgen (AMGN) | 0.8 | $23M | -17% | 95k | 241.82 | |
McDonald's Corporation (MCD) | 0.8 | $22M | -2% | 87k | 247.28 | |
First Republic Bank/san F (FRC) | 0.8 | $21M | +4% | 130k | 162.10 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.8 | $21M | +13% | 203k | 102.98 | |
Vanguard World Fds Health Car Etf (VHT) | 0.8 | $21M | +6% | 81k | 254.38 | |
Select Sector Spdr Tr Energy (XLE) | 0.7 | $20M | +47% | 263k | 76.44 | |
Ecolab (ECL) | 0.7 | $20M | -2% | 111k | 176.56 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $19M | -2% | 41k | 451.64 | |
Starbucks Corporation (SBUX) | 0.7 | $18M | +6% | 195k | 90.97 | |
Kimberly-Clark Corporation (KMB) | 0.6 | $17M | 142k | 123.16 | ||
Trane Technologies SHS (TT) | 0.6 | $17M | -2% | 114k | 152.70 | |
Realty Income (O) | 0.6 | $17M | +3% | 251k | 69.30 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.6 | $17M | -6% | 1.3M | 13.57 | |
Vanguard World Fds Industrial Etf (VIS) | 0.6 | $16M | +5% | 80k | 194.46 | |
Clorox Company (CLX) | 0.5 | $15M | -2% | 107k | 139.03 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $15M | 41k | 362.55 | ||
Air Products & Chemicals (APD) | 0.5 | $15M | -7% | 59k | 249.91 | |
Caterpillar (CAT) | 0.5 | $14M | +15% | 62k | 222.82 | |
Abbvie (ABBV) | 0.5 | $14M | +11% | 84k | 162.11 | |
Kilroy Realty Corporation (KRC) | 0.5 | $13M | +5% | 175k | 76.42 | |
Applied Materials (AMAT) | 0.5 | $13M | +63% | 101k | 131.80 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $13M | 99k | 128.11 | ||
Pfizer (PFE) | 0.4 | $12M | +7% | 235k | 51.77 | |
Proshares Tr Pshs Ultsh 20yrs (TBT) | 0.4 | $12M | -65% | 572k | 20.48 | |
Union Pacific Corporation (UNP) | 0.4 | $12M | +11% | 42k | 273.21 | |
Medtronic SHS (MDT) | 0.4 | $12M | +4% | 104k | 110.95 | |
Intel Corporation (INTC) | 0.4 | $11M | -7% | 221k | 49.56 | |
Target Corporation (TGT) | 0.4 | $11M | +12% | 51k | 212.21 | |
Edison International (EIX) | 0.4 | $11M | +4% | 149k | 70.10 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.4 | $10M | +48% | 52k | 195.91 | |
Vanguard World Fds Materials Etf (VAW) | 0.4 | $9.9M | +14% | 51k | 194.05 | |
Tesla Motors (TSLA) | 0.4 | $9.9M | -4% | 9.2k | 1077.62 | |
Genuine Parts Company (GPC) | 0.4 | $9.6M | 76k | 126.02 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $9.4M | 27k | 352.93 | ||
Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $9.4M | +18% | 36k | 263.66 | |
Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.3 | $9.2M | 150k | 61.44 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $8.8M | -2% | 26k | 337.21 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $8.6M | +9% | 97k | 88.15 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $8.5M | -6% | 17k | 490.43 | |
Pepsi (PEP) | 0.3 | $8.5M | +2% | 51k | 167.37 | |
UnitedHealth (UNH) | 0.3 | $8.3M | 16k | 509.95 | ||
Lowe's Companies (LOW) | 0.3 | $8.3M | +11% | 41k | 202.19 | |
salesforce (CRM) | 0.3 | $8.3M | -5% | 39k | 212.31 | |
Cisco Systems (CSCO) | 0.3 | $8.1M | 145k | 55.76 | ||
Vanguard World Fds Energy Etf (VDE) | 0.3 | $7.8M | +24% | 73k | 107.04 | |
Us Bancorp Del Com New (USB) | 0.3 | $7.4M | +9% | 139k | 53.15 | |
Ishares Tr Select Divid Etf (DVY) | 0.3 | $7.3M | +4% | 57k | 128.13 | |
Qualcomm (QCOM) | 0.3 | $7.2M | +4% | 47k | 152.82 | |
Eli Lilly & Co. (LLY) | 0.3 | $7.0M | -2% | 24k | 286.35 | |
Thermo Fisher Scientific (TMO) | 0.3 | $7.0M | +11% | 12k | 590.65 | |
Linde SHS (LIN) | 0.3 | $6.9M | +39% | 22k | 319.44 | |
Colgate-Palmolive Company (CL) | 0.3 | $6.9M | -2% | 91k | 75.83 | |
Kla Corp Com New (KLAC) | 0.2 | $6.7M | +10% | 18k | 366.08 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $6.7M | +31% | 53k | 126.93 | |
Public Service Enterprise (PEG) | 0.2 | $6.5M | 93k | 70.00 | ||
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $6.4M | -8% | 14k | 453.70 | |
Bristol Myers Squibb (BMY) | 0.2 | $6.4M | -8% | 88k | 73.03 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $6.2M | +30% | 79k | 78.89 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $6.0M | 56k | 108.38 | ||
Zimmer Holdings (ZBH) | 0.2 | $6.0M | +6% | 47k | 127.91 | |
Ishares Tr Ishares Biotech (IBB) | 0.2 | $6.0M | -9% | 46k | 130.30 | |
S&p Global (SPGI) | 0.2 | $6.0M | +5% | 15k | 410.15 | |
NVIDIA Corporation (NVDA) | 0.2 | $5.7M | +5% | 21k | 272.84 | |
Merck & Co (MRK) | 0.2 | $5.3M | 65k | 82.05 | ||
Deere & Company (DE) | 0.2 | $5.2M | 13k | 415.45 | ||
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $5.1M | -43% | 49k | 104.25 | |
Honeywell International (HON) | 0.2 | $5.1M | 26k | 194.56 | ||
Citizens Financial (CFG) | 0.2 | $5.1M | +81% | 112k | 45.33 | |
Douglas Emmett (DEI) | 0.2 | $4.9M | +53% | 146k | 33.42 | |
Nucor Corporation (NUE) | 0.2 | $4.9M | +39% | 33k | 148.66 | |
Diageo Spon Adr New (DEO) | 0.2 | $4.9M | +39% | 24k | 203.13 | |
Fidelity Covington Trust Msci Energy Idx (FENY) | 0.2 | $4.9M | +5% | 232k | 20.94 | |
General Dynamics Corporation (GD) | 0.2 | $4.9M | +2% | 20k | 241.19 | |
Anthem (ANTM) | 0.2 | $4.7M | 9.5k | 491.25 | ||
Travelers Companies (TRV) | 0.2 | $4.6M | +2% | 25k | 182.74 | |
Mccormick & Co Com Non Vtg (MKC) | 0.2 | $4.5M | 45k | 99.80 | ||
Adobe Systems Incorporated (ADBE) | 0.2 | $4.4M | -3% | 9.7k | 455.66 | |
Exxon Mobil Corporation (XOM) | 0.2 | $4.3M | +8% | 52k | 82.59 | |
Cintas Corporation (CTAS) | 0.2 | $4.3M | +22% | 10k | 425.38 | |
Proshares Tr Ulsh 20yrtre New (TTT) | 0.2 | $4.3M | +1053% | 105k | 40.67 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.2M | +8% | 15k | 287.56 | |
Stanley Black & Decker (SWK) | 0.2 | $4.2M | 30k | 139.78 | ||
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $4.1M | +98% | 78k | 53.38 | |
Broadcom (AVGO) | 0.1 | $4.0M | +11% | 6.3k | 629.68 | |
Bce Com New (BCE) | 0.1 | $4.0M | +45% | 72k | 55.46 | |
Wells Fargo & Company (WFC) | 0.1 | $4.0M | -74% | 82k | 48.46 | |
Medical Properties Trust (MPW) | 0.1 | $3.7M | +23% | 174k | 21.14 | |
Charles Schwab Corporation (SCHW) | 0.1 | $3.6M | -3% | 42k | 84.31 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.5M | -4% | 15k | 237.81 | |
Sempra Energy (SRE) | 0.1 | $3.5M | -7% | 21k | 168.13 | |
Coca-Cola Company (KO) | 0.1 | $3.4M | +2% | 55k | 61.99 | |
Eaton Corp SHS (ETN) | 0.1 | $3.3M | 22k | 151.78 | ||
Fortinet (FTNT) | 0.1 | $3.2M | 9.5k | 341.72 | ||
Morgan Stanley Com New (MS) | 0.1 | $3.1M | 36k | 87.39 | ||
Illinois Tool Works (ITW) | 0.1 | $3.1M | 15k | 209.43 | ||
Prologis (PLD) | 0.1 | $3.0M | +2% | 19k | 161.49 | |
Lululemon Athletica (LULU) | 0.1 | $3.0M | 8.2k | 365.21 | ||
Wec Energy Group (WEC) | 0.1 | $2.9M | -7% | 30k | 99.81 | |
American Tower Reit (AMT) | 0.1 | $2.9M | +13% | 12k | 251.24 | |
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $2.8M | -3% | 42k | 66.68 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $2.8M | +33% | 58k | 48.32 | |
Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.7M | 51k | 53.40 | ||
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $2.7M | -30% | 37k | 74.46 | |
Jacobs Engineering (J) | 0.1 | $2.7M | +139% | 20k | 137.80 | |
Vanguard World Fds Utilities Etf (VPU) | 0.1 | $2.7M | -8% | 17k | 161.82 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $2.7M | +21% | 58k | 46.81 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $2.6M | +29% | 6.4k | 413.76 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.5M | +11% | 16k | 162.19 | |
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $2.5M | 7.2k | 351.44 | ||
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.5M | -8% | 69k | 36.41 | |
Boeing Company (BA) | 0.1 | $2.5M | -15% | 13k | 191.48 | |
Lam Research Corporation (LRCX) | 0.1 | $2.5M | -4% | 4.6k | 537.70 | |
Hershey Company (HSY) | 0.1 | $2.5M | -4% | 11k | 216.64 | |
Oracle Corporation (ORCL) | 0.1 | $2.4M | -28% | 29k | 82.72 | |
American Express Company (AXP) | 0.1 | $2.4M | -2% | 13k | 187.01 | |
Goldman Sachs (GS) | 0.1 | $2.3M | 7.1k | 330.10 | ||
Lockheed Martin Corporation (LMT) | 0.1 | $2.3M | -16% | 5.3k | 441.41 | |
Fifth Third Ban (FITB) | 0.1 | $2.3M | +21% | 54k | 43.04 | |
Marriott Intl Cl A (MAR) | 0.1 | $2.3M | -2% | 13k | 175.75 | |
Freeport-mcmoran CL B (FCX) | 0.1 | $2.3M | +170% | 46k | 49.73 | |
Raytheon Technologies Corp (RTX) | 0.1 | $2.3M | +11% | 23k | 99.08 | |
Roper Industries (ROP) | 0.1 | $2.2M | +349% | 4.6k | 472.34 | |
Sherwin-Williams Company (SHW) | 0.1 | $2.2M | -5% | 8.7k | 249.66 | |
Dominion Resources (D) | 0.1 | $2.2M | -43% | 26k | 84.98 | |
Xylem (XYL) | 0.1 | $2.1M | +30% | 25k | 85.27 | |
Chubb (CB) | 0.1 | $2.1M | +33% | 9.8k | 213.93 | |
SVB Financial (SIVB) | 0.1 | $2.1M | +63% | 3.7k | 559.44 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.1M | -5% | 12k | 180.61 | |
Albemarle Corporation (ALB) | 0.1 | $2.1M | +47% | 9.4k | 221.16 | |
CVS Caremark Corporation (CVS) | 0.1 | $2.0M | +53% | 20k | 101.23 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.0M | 7.6k | 268.30 | ||
Advanced Micro Devices (AMD) | 0.1 | $2.0M | +445% | 19k | 109.33 | |
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $2.0M | NEW | 1.5k | 1312.50 | |
BlackRock (BLK) | 0.1 | $1.9M | -32% | 2.5k | 764.07 | |
ConocoPhillips (COP) | 0.1 | $1.9M | -2% | 19k | 100.01 | |
Meta Platforms Cl A (FB) | 0.1 | $1.9M | -19% | 8.4k | 222.33 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.9M | -21% | 6.7k | 277.59 | |
Emerson Electric (EMR) | 0.1 | $1.8M | 19k | 98.05 | ||
L3harris Technologies (LHX) | 0.1 | $1.8M | -6% | 7.2k | 248.48 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.8M | 18k | 99.80 | ||
Paypal Holdings (PYPL) | 0.1 | $1.8M | -14% | 15k | 115.63 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.8M | NEW | 34k | 51.22 | |
Becton, Dickinson and (BDX) | 0.1 | $1.7M | +6% | 6.5k | 265.93 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.7M | -9% | 22k | 75.86 | |
Unilever Spon Adr New (UL) | 0.1 | $1.6M | -6% | 36k | 45.58 | |
Allstate Corporation (ALL) | 0.1 | $1.6M | +18% | 12k | 138.51 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.6M | 14k | 112.29 | ||
Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.6M | 7.6k | 208.53 | ||
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.1 | $1.6M | -29% | 32k | 49.83 | |
Carrier Global Corporation (CARR) | 0.1 | $1.6M | 34k | 45.88 | ||
Mastercard Incorporated Cl A (MA) | 0.1 | $1.5M | +29% | 4.2k | 357.29 | |
Brookfield Renewable Partner Partnership Unit (BEP) | 0.1 | $1.5M | -56% | 37k | 41.08 | |
Corcept Therapeutics Incorporated (CORT) | 0.1 | $1.4M | -13% | 64k | 22.52 | |
International Business Machines (IBM) | 0.1 | $1.4M | -8% | 11k | 130.06 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $1.4M | 20k | 68.90 | ||
Essex Property Trust (ESS) | 0.1 | $1.4M | +2% | 4.0k | 345.44 | |
Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $1.4M | 16k | 84.55 | ||
Iron Mountain (IRM) | 0.0 | $1.3M | 24k | 55.40 | ||
Agilent Technologies Inc C ommon (A) | 0.0 | $1.3M | +48% | 10k | 132.38 | |
Lennar Corp Cl A (LEN) | 0.0 | $1.3M | 16k | 81.16 | ||
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $1.3M | 3.6k | 346.96 | ||
Southern Company (SO) | 0.0 | $1.2M | -6% | 17k | 72.53 | |
Marathon Petroleum Corp (MPC) | 0.0 | $1.2M | +33% | 14k | 85.53 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $1.2M | +11% | 19k | 62.80 | |
Cadence Design Systems (CDNS) | 0.0 | $1.2M | 7.3k | 164.48 | ||
At&t (T) | 0.0 | $1.2M | -21% | 50k | 23.63 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.2M | -3% | 5.5k | 212.57 | |
Charter Communications Inc N Cl A (CHTR) | 0.0 | $1.2M | +406% | 2.1k | 545.54 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.2M | +120% | 22k | 53.83 | |
Archer Daniels Midland Company (ADM) | 0.0 | $1.2M | +9% | 13k | 90.28 | |
Shell Spon Ads (SHEL) | 0.0 | $1.1M | NEW | 20k | 54.94 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $1.1M | -7% | 8.3k | 134.62 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $1.1M | +103% | 17k | 65.57 | |
Newmont Mining Corporation (NEM) | 0.0 | $1.1M | +9% | 14k | 79.44 | |
FedEx Corporation (FDX) | 0.0 | $1.1M | 4.8k | 231.30 | ||
State Street Corporation (STT) | 0.0 | $1.1M | +237% | 13k | 87.10 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.1M | +12% | 6.9k | 157.70 | |
SYSCO Corporation (SYY) | 0.0 | $1.1M | +25% | 13k | 81.67 | |
Paccar (PCAR) | 0.0 | $1.1M | NEW | 12k | 88.04 | |
Duke Energy Corp Com New (DUK) | 0.0 | $1.1M | +24% | 9.5k | 111.61 | |
Verisk Analytics (VRSK) | 0.0 | $1.0M | -10% | 4.8k | 214.72 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $1.0M | +160% | 3.4k | 301.70 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $1.0M | +74% | 47k | 21.52 | |
Texas Instruments Incorporated (TXN) | 0.0 | $976k | -3% | 5.3k | 183.53 | |
Ishares Tr Global 100 Etf (IOO) | 0.0 | $973k | 13k | 76.06 | ||
General Electric Com New (GE) | 0.0 | $932k | -11% | 10k | 91.48 | |
American Electric Power Company (AEP) | 0.0 | $922k | +15% | 9.2k | 99.81 | |
Consolidated Edison (ED) | 0.0 | $914k | +82% | 9.6k | 94.72 | |
T. Rowe Price (TROW) | 0.0 | $877k | -4% | 5.8k | 151.26 | |
Keysight Technologies (KEYS) | 0.0 | $856k | +9% | 5.4k | 157.90 | |
Zoetis Cl A (ZTS) | 0.0 | $846k | NEW | 4.5k | 188.59 | |
Norfolk Southern (NSC) | 0.0 | $846k | -8% | 3.0k | 285.33 | |
Novartis Sponsored Adr (NVS) | 0.0 | $837k | +30% | 9.5k | 87.76 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $808k | +136% | 11k | 74.85 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $798k | -21% | 1.9k | 414.98 | |
Alexandria Real Estate Equities (ARE) | 0.0 | $764k | +5% | 3.8k | 201.37 | |
Enbridge (ENB) | 0.0 | $762k | +36% | 17k | 46.08 | |
Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $733k | +122% | 23k | 31.80 | |
Aon Shs Cl A (AON) | 0.0 | $729k | NEW | 2.2k | 325.59 | |
American Water Works (AWK) | 0.0 | $717k | +2% | 4.3k | 165.44 | |
Hartford Financial Services (HIG) | 0.0 | $716k | +11% | 10k | 71.83 | |
Dover Corporation (DOV) | 0.0 | $712k | -2% | 4.5k | 157.00 | |
O'reilly Automotive (ORLY) | 0.0 | $710k | -3% | 1.0k | 685.33 | |
Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.0 | $706k | 5.1k | 139.11 | ||
Duke Realty Corp Com New (DRE) | 0.0 | $703k | NEW | 12k | 58.10 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $696k | 7.8k | 89.08 | ||
Philip Morris International (PM) | 0.0 | $686k | 7.3k | 93.95 | ||
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $668k | +92% | 8.6k | 77.58 | |
CarMax (KMX) | 0.0 | $658k | 6.8k | 96.55 | ||
Appfolio Com Cl A (APPF) | 0.0 | $657k | 5.8k | 113.28 | ||
Illumina (ILMN) | 0.0 | $654k | -15% | 1.9k | 349.17 | |
Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $651k | +38% | 24k | 27.57 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $647k | -52% | 9.8k | 66.30 | |
Interpublic Group of Companies (IPG) | 0.0 | $637k | NEW | 18k | 35.47 | |
Check Point Software Tech Lt Ord (CHKP) | 0.0 | $636k | -74% | 4.6k | 138.32 | |
Edwards Lifesciences (EW) | 0.0 | $635k | +4% | 5.4k | 117.77 | |
Schlumberger Com Stk (SLB) | 0.0 | $635k | +4% | 15k | 41.30 | |
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $629k | -13% | 9.7k | 65.18 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $626k | +2% | 38k | 16.71 | |
Public Storage (PSA) | 0.0 | $618k | +12% | 1.6k | 390.15 | |
Biogen Idec (BIIB) | 0.0 | $616k | -7% | 2.9k | 210.67 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $612k | +17% | 3.7k | 165.99 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $604k | +4% | 11k | 56.77 | |
Xcel Energy (XEL) | 0.0 | $593k | +38% | 8.2k | 72.19 | |
Stryker Corporation (SYK) | 0.0 | $592k | +8% | 2.2k | 267.51 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $587k | -13% | 2.9k | 205.39 | |
Gilead Sciences (GILD) | 0.0 | $584k | -6% | 9.8k | 59.49 | |
Workday Cl A (WDAY) | 0.0 | $582k | -8% | 2.4k | 239.41 | |
Teradyne (TER) | 0.0 | $579k | NEW | 4.9k | 118.28 | |
Ventas (VTR) | 0.0 | $576k | 9.3k | 61.76 | ||
Cigna Corp (CI) | 0.0 | $569k | 2.4k | 239.48 | ||
CSX Corporation (CSX) | 0.0 | $568k | -28% | 15k | 37.44 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $549k | -2% | 14k | 39.55 | |
Spirit Airlines (SAVE) | 0.0 | $547k | 25k | 21.88 | ||
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $546k | +40% | 818.00 | 667.48 | |
Smartsheet Com Cl A (SMAR) | 0.0 | $536k | -11% | 9.8k | 54.76 | |
Evergy (EVRG) | 0.0 | $533k | +55% | 7.8k | 68.39 | |
Ishares U S Etf Tr Technology (IETC) | 0.0 | $532k | -17% | 9.6k | 55.21 | |
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $519k | +7% | 4.2k | 123.10 | |
Cummins (CMI) | 0.0 | $517k | 2.5k | 205.16 | ||
Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $516k | NEW | 4.2k | 122.04 | |
Dow (DOW) | 0.0 | $515k | +89% | 8.1k | 63.77 | |
Atlassian Corp Cl A (TEAM) | 0.0 | $512k | 1.7k | 293.75 | ||
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $511k | -8% | 1.9k | 269.80 | |
Bank of Marin Ban (BMRC) | 0.0 | $511k | -7% | 15k | 35.08 | |
Dupont De Nemours (DD) | 0.0 | $497k | +115% | 6.8k | 73.52 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $494k | -9% | 6.7k | 73.65 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $493k | NEW | 13k | 37.87 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $485k | 6.1k | 79.50 | ||
Eversource Energy (ES) | 0.0 | $485k | +4% | 5.5k | 88.28 | |
Canadian Natl Ry (CNI) | 0.0 | $483k | NEW | 3.6k | 134.28 | |
Altria (MO) | 0.0 | $481k | +4% | 9.2k | 52.25 | |
Enterprise Products Partners (EPD) | 0.0 | $481k | +64% | 19k | 25.82 | |
Dick's Sporting Goods (DKS) | 0.0 | $474k | 4.7k | 100.04 | ||
Quest Diagnostics Incorporated (DGX) | 0.0 | $474k | -11% | 3.5k | 136.72 | |
Toyota Motor Corp Ads (TM) | 0.0 | $472k | +78% | 2.6k | 180.08 | |
AFLAC Incorporated (AFL) | 0.0 | $467k | +16% | 7.3k | 64.37 | |
The Trade Desk Com Cl A (TTD) | 0.0 | $464k | 6.7k | 69.20 | ||
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $464k | -7% | 4.3k | 107.78 | |
Crown Holdings (CCK) | 0.0 | $463k | NEW | 3.7k | 125.14 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $447k | -41% | 9.4k | 47.53 | |
4068594 Enphase Energy (ENPH) | 0.0 | $447k | NEW | 2.2k | 201.81 | |
Ishares Tr Expanded Tech (IGV) | 0.0 | $447k | +86% | 1.3k | 344.64 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $443k | 7.3k | 60.97 | ||
Parker-Hannifin Corporation (PH) | 0.0 | $441k | +2% | 1.6k | 283.60 | |
TJX Companies (TJX) | 0.0 | $440k | -5% | 7.3k | 60.56 | |
Valero Energy Corporation (VLO) | 0.0 | $439k | +7% | 4.3k | 101.43 | |
Baxter International (BAX) | 0.0 | $438k | +120% | 5.6k | 77.56 | |
Servicenow (NOW) | 0.0 | $435k | 782.00 | 556.27 | ||
Boston Scientific Corporation (BSX) | 0.0 | $434k | +13% | 9.8k | 44.29 | |
Williams Companies (WMB) | 0.0 | $433k | NEW | 13k | 33.38 | |
Cardinal Health (CAH) | 0.0 | $433k | NEW | 7.6k | 56.74 | |
Intuit (INTU) | 0.0 | $432k | 899.00 | 480.53 | ||
International Flavors & Fragrances (IFF) | 0.0 | $427k | +6% | 3.3k | 131.38 | |
Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $415k | 1.5k | 282.51 | ||
IDEXX Laboratories (IDXX) | 0.0 | $414k | -70% | 756.00 | 547.62 | |
White Mountains Insurance Gp (WTM) | 0.0 | $412k | -18% | 363.00 | 1134.99 | |
McKesson Corporation (MCK) | 0.0 | $407k | +7% | 1.3k | 306.25 | |
Ford Motor Company (F) | 0.0 | $406k | -11% | 24k | 16.92 | |
Omni (OMC) | 0.0 | $405k | NEW | 4.8k | 84.82 | |
Citigroup Com New (C) | 0.0 | $405k | -20% | 7.6k | 53.39 | |
Ingersoll Rand (IR) | 0.0 | $404k | +4% | 8.0k | 50.40 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $400k | +6% | 2.7k | 147.60 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $399k | +32% | 8.3k | 48.01 | |
Otis Worldwide Corp (OTIS) | 0.0 | $390k | -7% | 5.1k | 76.92 | |
Corteva (CTVA) | 0.0 | $389k | NEW | 6.8k | 57.52 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $389k | -3% | 6.2k | 62.34 | |
Expeditors International of Washington (EXPD) | 0.0 | $384k | +11% | 3.7k | 103.14 | |
SJW (SJW) | 0.0 | $383k | NEW | 5.5k | 69.64 | |
FactSet Research Systems (FDS) | 0.0 | $383k | -27% | 883.00 | 433.75 | |
Canadian Pacific Railway (CP) | 0.0 | $383k | NEW | 4.6k | 82.63 | |
PPG Industries (PPG) | 0.0 | $381k | +11% | 2.9k | 131.11 | |
Ishares Gold Tr Ishares New (IAU) | 0.0 | $376k | -14% | 10k | 36.85 | |
Vistra Energy (VST) | 0.0 | $365k | 16k | 23.25 | ||
Pioneer Natural Resources (PXD) | 0.0 | $357k | NEW | 1.4k | 250.18 | |
Paychex (PAYX) | 0.0 | $356k | -12% | 2.6k | 136.29 | |
Masimo Corporation (MASI) | 0.0 | $351k | 2.4k | 145.34 | ||
Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $350k | -2% | 7.7k | 45.34 | |
Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $349k | 18k | 19.39 | ||
Charles River Laboratories (CRL) | 0.0 | $349k | +3% | 1.2k | 284.20 | |
Hp (HPQ) | 0.0 | $347k | +7% | 9.6k | 36.33 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $345k | 3.1k | 109.70 | ||
Udr (UDR) | 0.0 | $344k | 6.0k | 57.33 | ||
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $339k | -7% | 1.6k | 208.36 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $338k | 4.4k | 76.44 | ||
Vimeo Common Stock (VMEO) | 0.0 | $326k | +26% | 27k | 11.89 | |
Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $325k | 6.9k | 46.84 | ||
Etf Managers Tr Prime Cybr Scrty (HACK) | 0.0 | $325k | +38% | 5.5k | 58.77 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $323k | 2.1k | 155.74 | ||
Phillips 66 (PSX) | 0.0 | $323k | -7% | 3.7k | 86.41 | |
Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $311k | 5.9k | 52.95 | ||
Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $308k | 2.5k | 124.55 | ||
Everest Re Group (RE) | 0.0 | $306k | NEW | 1.0k | 301.18 | |
Mp Materials Corp Com Cl A (MP) | 0.0 | $298k | NEW | 5.2k | 57.31 | |
Devon Energy Corporation (DVN) | 0.0 | $297k | NEW | 5.0k | 59.21 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $294k | NEW | 621.00 | 473.43 | |
Celanese Corporation (CE) | 0.0 | $293k | NEW | 2.1k | 142.65 | |
Kkr & Co (KKR) | 0.0 | $291k | +3% | 5.0k | 58.46 | |
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $289k | -11% | 745.00 | 387.92 | |
Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $283k | 3.6k | 79.65 | ||
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $282k | -3% | 3.7k | 77.13 | |
Fastenal Company (FAST) | 0.0 | $279k | -14% | 4.7k | 59.36 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $268k | NEW | 3.8k | 71.47 | |
Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $268k | NEW | 13k | 20.94 | |
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $268k | 1.1k | 235.71 | ||
Discover Financial Services (DFS) | 0.0 | $267k | NEW | 2.4k | 110.19 | |
General Motors Company (GM) | 0.0 | $267k | 6.1k | 43.73 | ||
Bhp Group Sponsored Ads (BHP) | 0.0 | $266k | NEW | 3.4k | 77.39 | |
Palo Alto Networks (PANW) | 0.0 | $266k | NEW | 428.00 | 621.50 | |
Kinder Morgan (KMI) | 0.0 | $263k | NEW | 14k | 18.94 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $257k | +16% | 890.00 | 288.76 | |
Peak (PEAK) | 0.0 | $256k | -5% | 7.5k | 34.34 | |
Kroger (KR) | 0.0 | $254k | NEW | 4.4k | 57.32 | |
Watts Water Technologies Cl A (WTS) | 0.0 | $253k | 1.8k | 139.39 | ||
Ishares Tr Us Trsprtion (IYT) | 0.0 | $251k | -15% | 930.00 | 269.89 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $250k | 2.1k | 119.62 | ||
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $248k | NEW | 9.0k | 27.54 | |
Northrop Grumman Corporation (NOC) | 0.0 | $247k | 552.00 | 447.46 | ||
CMS Energy Corporation (CMS) | 0.0 | $245k | NEW | 3.5k | 70.02 | |
BP Sponsored Adr (BP) | 0.0 | $244k | 8.3k | 29.35 | ||
Netflix (NFLX) | 0.0 | $243k | -44% | 648.00 | 375.00 | |
Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $239k | +11% | 5.4k | 44.11 | |
Jabil Circuit (JBL) | 0.0 | $236k | 3.8k | 61.70 | ||
Gra (GGG) | 0.0 | $235k | 3.4k | 69.63 | ||
Synopsys (SNPS) | 0.0 | $230k | 691.00 | 332.85 | ||
Ishares Tr Us Industrials (IYJ) | 0.0 | $229k | -2% | 2.2k | 105.53 | |
Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $228k | 4.2k | 54.11 | ||
Ishares Tr Europe Etf (IEV) | 0.0 | $227k | 4.5k | 50.33 | ||
Marathon Oil Corporation (MRO) | 0.0 | $225k | NEW | 9.0k | 25.12 | |
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $225k | +12% | 3.0k | 75.58 | |
PNC Financial Services (PNC) | 0.0 | $220k | +7% | 1.2k | 184.25 | |
Fiserv (FISV) | 0.0 | $220k | NEW | 2.2k | 101.52 | |
Ross Stores (ROST) | 0.0 | $219k | 2.4k | 90.50 | ||
Lumentum Hldgs (LITE) | 0.0 | $219k | NEW | 2.2k | 97.72 | |
Broadstone Net Lease (BNL) | 0.0 | $218k | -74% | 10k | 21.80 | |
Cohen & Steers infrastucture Fund (UTF) | 0.0 | $218k | 7.5k | 28.89 | ||
Teleflex Incorporated (TFX) | 0.0 | $216k | 610.00 | 354.10 | ||
Truist Financial Corp equities (TFC) | 0.0 | $215k | NEW | 3.8k | 56.64 | |
Chargepoint Holdings Com Cl A (CHPT) | 0.0 | $214k | NEW | 11k | 19.91 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $214k | NEW | 2.4k | 89.69 | |
Southern Copper Corporation (SCCO) | 0.0 | $213k | NEW | 2.8k | 76.07 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $210k | -13% | 1.2k | 174.42 | |
Digital Realty Trust (DLR) | 0.0 | $210k | -11% | 1.5k | 141.99 | |
Cincinnati Financial Corporation (CINF) | 0.0 | $208k | NEW | 1.5k | 136.04 | |
First Solar (FSLR) | 0.0 | $204k | -16% | 2.4k | 83.78 | |
Saba Capital Income & Oprnt Shares (BRW) | 0.0 | $151k | -5% | 33k | 4.52 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $128k | +3% | 12k | 10.75 | |
Aeva Technologies (AEVA) | 0.0 | $108k | NEW | 25k | 4.32 | |
Zynex (ZYXI) | 0.0 | $108k | +10% | 17k | 6.25 | |
Matterport Com Cl A (MTTR) | 0.0 | $91k | NEW | 11k | 8.13 | |
Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $53k | NEW | 10k | 5.30 | |
9 Meters Biopharma (NMTR) | 0.0 | $9.0k | 15k | 0.60 |
Past Filings by Kcm Investment Advisors
SEC 13F filings are viewable for Kcm Investment Advisors going back to 2010
- Kcm Investment Advisors 2022 Q1 filed May 13, 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
- Kcm Investment Advisors 2020 Q3 filed Nov. 16, 2020
- Kcm Investment Advisors 2020 Q2 filed Aug. 14, 2020
- Kcm Investment Advisors 2020 Q1 filed April 27, 2020
- Kcm Investment Advisors 2019 Q4 filed Feb. 18, 2020
- Kcm Investment Advisors 2019 Q3 filed Nov. 15, 2019
- Kcm Investment Advisors 2019 Q2 filed Aug. 14, 2019
- Kcm Investment Advisors 2019 Q1 filed May 16, 2019
- Kcm Investment Advisors 2018 Q4 filed Feb. 12, 2019
- Kcm Investment Advisors 2018 Q3 filed Nov. 7, 2018
- Kcm Investment Advisors 2018 Q2 filed Aug. 10, 2018