KCM Investment Advisors

Latest statistics and disclosures from Kcm Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by KCM Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kcm Investment Advisors

Companies in the Kcm Investment Advisors portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.4 $161M 1.1M 141.50
Select Sector Spdr Tr Technology (XLK) 4.6 $116M 777k 149.32
Microsoft Corporation (MSFT) 4.2 $105M 371k 281.92
Costco Wholesale Corporation (COST) 2.4 $61M 136k 449.35
Amazon (AMZN) 2.3 $58M 18k 3285.05
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $50M 223k 222.06
Home Depot (HD) 1.9 $48M 146k 328.26
Johnson & Johnson (JNJ) 1.8 $45M 279k 161.50
Automatic Data Processing (ADP) 1.7 $42M 211k 199.92
Visa Com Cl A (V) 1.5 $38M +3% 169k 222.75
Alphabet Cap Stk Cl A (GOOGL) 1.5 $38M 14k 2673.49
Nextera Energy (NEE) 1.5 $37M 465k 78.52
Crown Castle Intl (CCI) 1.4 $35M 204k 173.32
Select Sector Spdr Tr Communication (XLC) 1.4 $35M +6% 436k 80.11

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Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.3 $34M +2% 188k 179.45
Waste Management (WM) 1.3 $33M 222k 149.36
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $33M 260k 127.30
Vanguard World Fds Inf Tech Etf (VGT) 1.3 $33M 82k 401.29
Vanguard World Fds Comm Srvc Etf (VOX) 1.3 $32M 225k 140.77
Procter & Gamble Company (PG) 1.2 $31M 223k 139.80
Nike CL B (NKE) 1.2 $31M +2% 215k 145.23
Proshares Tr Pshs Ultsh 20yrs (TBT) 1.2 $31M -13% 1.7M 18.35
Verizon Communications (VZ) 1.2 $30M +2% 558k 54.01
Walt Disney Company (DIS) 1.2 $30M 177k 169.17
3M Company (MMM) 1.1 $29M +2% 163k 175.42
United Parcel Service CL B (UPS) 1.1 $28M +2% 154k 182.10
Danaher Corporation (DHR) 1.1 $28M 91k 304.44
JPMorgan Chase & Co. (JPM) 1.1 $27M +2% 167k 163.69
Chevron Corporation (CVX) 1.0 $26M 251k 101.45
Amgen (AMGN) 1.0 $24M +4% 115k 212.65
Wal-Mart Stores (WMT) 1.0 $24M +3% 174k 139.38
First Republic Bank/san F (FRC) 1.0 $24M 124k 192.88
Ecolab (ECL) 0.9 $24M 114k 208.62
Vanguard World Fds Consum Dis Etf (VCR) 0.9 $23M +3% 74k 309.96
Vanguard World Fds Financials Etf (VFH) 0.9 $23M -11% 245k 92.65
Select Sector Spdr Tr Financial (XLF) 0.9 $22M +22% 598k 37.53
Abbott Laboratories (ABT) 0.9 $22M 188k 118.13
McDonald's Corporation (MCD) 0.9 $22M 90k 241.10
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.8 $21M +4% 310k 68.84
Alphabet Cap Stk Cl C (GOOG) 0.8 $21M 7.7k 2665.28
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.8 $21M +3% 1.4M 15.03
Trane Technologies SHS (TT) 0.8 $20M +6% 117k 172.65
Starbucks Corporation (SBUX) 0.8 $20M +3% 183k 110.31
Vanguard World Fds Health Car Etf (VHT) 0.7 $19M +4% 76k 247.16
Kimberly-Clark Corporation (KMB) 0.7 $19M 141k 132.44
Bank of America Corporation (BAC) 0.7 $18M +58% 430k 42.45
Clorox Company (CLX) 0.7 $18M 110k 165.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $18M +2% 42k 429.15
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.7 $18M +3% 179k 97.84
Air Products & Chemicals (APD) 0.7 $16M +2% 64k 256.11
Realty Income (O) 0.6 $16M +2% 242k 64.86
Wells Fargo & Company (WFC) 0.6 $15M 322k 46.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $15M 42k 357.96
Vanguard World Fds Industrial Etf (VIS) 0.6 $14M +5% 76k 187.88
Intel Corporation (INTC) 0.5 $13M 238k 53.28
Medtronic SHS (MDT) 0.5 $12M +3% 99k 125.35
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $12M 99k 117.55
salesforce (CRM) 0.4 $11M 41k 271.21
Kilroy Realty Corporation (KRC) 0.4 $11M +4% 166k 66.21
Caterpillar (CAT) 0.4 $10M +32% 54k 191.96
Target Corporation (TGT) 0.4 $10M +5% 45k 228.76
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $9.7M +5% 87k 111.65
Pfizer (PFE) 0.4 $9.4M 219k 43.01
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.4 $9.4M -2% 148k 63.32
Select Sector Spdr Tr Energy (XLE) 0.4 $9.3M -9% 178k 52.09
Genuine Parts Company (GPC) 0.4 $9.2M 76k 121.23
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $8.9M -3% 19k 480.87
Accenture Plc Ireland Shs Class A (ACN) 0.3 $8.6M 27k 319.91
Laboratory Corp Amer Hldgs Com New (LH) 0.3 $8.4M +8% 30k 281.44
Ishares Tr Ishares Biotech (IBB) 0.3 $8.3M 51k 161.67
Abbvie (ABBV) 0.3 $8.1M +2% 75k 107.87
Applied Materials (AMAT) 0.3 $8.0M +85% 62k 128.74
Edison International (EIX) 0.3 $7.9M 143k 55.47
Cisco Systems (CSCO) 0.3 $7.8M +3% 144k 54.43
Vanguard World Fds Materials Etf (VAW) 0.3 $7.8M -2% 45k 173.22
Us Bancorp Del Com New (USB) 0.3 $7.6M +8% 127k 59.44
Lowe's Companies (LOW) 0.3 $7.5M +5% 37k 202.85
Union Pacific Corporation (UNP) 0.3 $7.4M 38k 196.01
Tesla Motors (TSLA) 0.3 $7.4M -10% 9.6k 775.52
Pepsi (PEP) 0.3 $7.4M 49k 150.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $7.2M -6% 26k 272.96
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $7.1M +6% 89k 79.11
Colgate-Palmolive Company (CL) 0.3 $7.0M -2% 93k 75.58
Ishares Tr Core S&p500 Etf (IVV) 0.3 $6.7M 16k 430.84
Zimmer Holdings (ZBH) 0.3 $6.5M +14% 44k 146.36
UnitedHealth (UNH) 0.3 $6.3M +4% 16k 390.76
Ishares Tr Select Divid Etf (DVY) 0.2 $6.2M 54k 114.71
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $6.2M +7% 35k 179.22
Thermo Fisher Scientific (TMO) 0.2 $6.0M +6% 11k 571.32
S&p Global (SPGI) 0.2 $5.9M -5% 14k 424.85
Adobe Systems Incorporated (ADBE) 0.2 $5.8M 10k 575.71
Qualcomm (QCOM) 0.2 $5.8M +2% 45k 128.97
Eli Lilly & Co. (LLY) 0.2 $5.7M 25k 231.04
Bristol Myers Squibb (BMY) 0.2 $5.6M 95k 59.17
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $5.6M +5% 55k 101.78
Kla Corp Com New (KLAC) 0.2 $5.6M +5% 17k 334.51
Public Service Enterprise (PEG) 0.2 $5.5M +7% 91k 60.90
Honeywell International (HON) 0.2 $5.5M 26k 212.28
Stanley Black & Decker (SWK) 0.2 $5.3M +2% 30k 175.31
Merck & Co (MRK) 0.2 $4.8M +4% 64k 75.12
Blackstone Group Inc Com Cl A (BX) 0.2 $4.7M +8% 40k 116.34
Paypal Holdings (PYPL) 0.2 $4.7M +14% 18k 260.22
Linde SHS (LIN) 0.2 $4.6M +34% 16k 293.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $4.5M 60k 74.25
Vanguard World Fds Energy Etf (VDE) 0.2 $4.4M +71% 59k 73.89
Deere & Company (DE) 0.2 $4.3M 13k 335.09
NVIDIA Corporation (NVDA) 0.2 $4.1M +302% 20k 207.17
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $4.1M -6% 39k 103.87
Vanguard Index Fds Growth Etf (VUG) 0.2 $3.9M +6% 14k 290.20
General Dynamics Corporation (GD) 0.2 $3.9M +2% 20k 196.02
Travelers Companies (TRV) 0.1 $3.7M +2% 24k 152.01
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $3.7M 16k 236.75
Mccormick & Co Com Non Vtg (MKC) 0.1 $3.6M -32% 45k 81.02
Oracle Corporation (ORCL) 0.1 $3.6M 41k 87.14
Facebook Cl A (FB) 0.1 $3.6M 11k 339.41
Morgan Stanley Com New (MS) 0.1 $3.5M 36k 97.30
Anthem (ANTM) 0.1 $3.5M 9.3k 372.80
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $3.3M +16% 52k 63.87
Diageo Spon Adr New (DEO) 0.1 $3.3M +92% 17k 192.98
Boeing Company (BA) 0.1 $3.3M -3% 15k 219.97
Dominion Resources (D) 0.1 $3.3M -22% 45k 73.02
Lululemon Athletica (LULU) 0.1 $3.3M 8.2k 404.68
Eaton Corp SHS (ETN) 0.1 $3.3M +114% 22k 149.33
Charles Schwab Corporation (SCHW) 0.1 $3.2M 44k 72.83
Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $3.2M +3% 220k 14.41
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.1 $3.1M 44k 71.92
Cintas Corporation (CTAS) 0.1 $3.1M +4% 8.2k 380.67
Brookfield Renewable Partner Partnership Unit (BEP) 0.1 $3.1M 84k 36.91
BlackRock (BLK) 0.1 $3.1M 3.7k 838.76
Illinois Tool Works (ITW) 0.1 $3.1M +3% 15k 206.63
Douglas Emmett (DEI) 0.1 $3.0M +69% 95k 31.61
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.9M 75k 38.82
Citizens Financial (CFG) 0.1 $2.9M +13% 62k 46.98
Sempra Energy (SRE) 0.1 $2.9M 23k 126.52
Exxon Mobil Corporation (XOM) 0.1 $2.8M 48k 58.83
Coca-Cola Company (KO) 0.1 $2.8M +4% 54k 52.47
Medical Properties Trust (MPW) 0.1 $2.8M +4% 141k 20.07
Wec Energy Group (WEC) 0.1 $2.8M 32k 88.21
Broadcom (AVGO) 0.1 $2.8M +6% 5.7k 484.85
Fortinet (FTNT) 0.1 $2.7M -3% 9.4k 292.08
Lam Research Corporation (LRCX) 0.1 $2.7M +10% 4.8k 569.11
American Tower Reit (AMT) 0.1 $2.7M +3% 10k 265.42
Goldman Sachs (GS) 0.1 $2.7M +12% 7.1k 378.04
Comcast Corp Cl A (CMCSA) 0.1 $2.7M -3% 48k 55.93
Preferred Apartment Communitie (APTS) 0.1 $2.7M -6% 217k 12.23
Sherwin-Williams Company (SHW) 0.1 $2.6M -8% 9.2k 279.75
Ishares Tr Core Div Grwth (DGRO) 0.1 $2.5M 51k 50.24
Vanguard World Fds Utilities Etf (VPU) 0.1 $2.5M +14% 18k 139.15
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $2.5M +56% 4.9k 515.43
Bce Com New (BCE) 0.1 $2.5M +14% 49k 50.07
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $2.4M 7.2k 329.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.3M 8.6k 274.00
Xylem (XYL) 0.1 $2.3M +32% 19k 123.67
Nucor Corporation (NUE) 0.1 $2.3M +3% 24k 98.51
Prologis (PLD) 0.1 $2.3M 18k 125.40
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $2.3M +209% 45k 50.48
American Express Company (AXP) 0.1 $2.2M -8% 13k 167.53
Lockheed Martin Corporation (LMT) 0.1 $2.2M -26% 6.3k 345.04
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.1M 14k 153.63
Unilever Spon Adr New (UL) 0.1 $2.1M -2% 38k 54.23
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.0M -3% 7.7k 263.07
Spdr Gold Tr Gold Shs (GLD) 0.1 $2.0M -2% 12k 164.18
Check Point Software Tech Lt Ord (CHKP) 0.1 $2.0M -7% 18k 113.03
Hershey Company (HSY) 0.1 $2.0M 12k 169.22
Marriott Intl Cl A (MAR) 0.1 $2.0M -2% 13k 148.06
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.9M +15% 43k 44.45
Fifth Third Ban (FITB) 0.1 $1.9M +175% 45k 42.43
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.9M 24k 76.67
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.8M 18k 99.92
Raytheon Technologies Corp (RTX) 0.1 $1.8M 21k 85.97
Carrier Global Corporation (CARR) 0.1 $1.8M +14% 34k 51.76
Emerson Electric (EMR) 0.1 $1.7M +5% 18k 94.21
At&t (T) 0.1 $1.7M -2% 64k 27.01
L3harris Technologies (LHX) 0.1 $1.7M -3% 7.7k 220.18
International Business Machines (IBM) 0.1 $1.6M -6% 12k 138.92
IDEXX Laboratories (IDXX) 0.1 $1.6M 2.6k 621.77
Becton, Dickinson and (BDX) 0.1 $1.5M -2% 6.2k 245.81
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.5M 7.6k 197.48
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.5M 14k 103.38
SVB Financial (SIVB) 0.1 $1.5M +31% 2.3k 646.72
Corcept Therapeutics Incorporated (CORT) 0.1 $1.5M +86% 75k 19.67
Lennar Corp Cl A (LEN) 0.1 $1.5M 16k 93.68
Albemarle Corporation (ALB) 0.1 $1.4M +14% 6.4k 218.90
Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $1.4M 20k 67.75
Ishares Tr U.s. Finls Etf (IYF) 0.1 $1.3M 16k 82.53
ConocoPhillips (COP) 0.1 $1.3M 19k 67.78
Intuitive Surgical Com New (ISRG) 0.1 $1.3M +8% 1.3k 993.88
Chubb (CB) 0.1 $1.3M +2% 7.3k 173.52
Allstate Corporation (ALL) 0.1 $1.3M +17% 9.9k 127.27
Vanguard Index Fds Small Cp Etf (VB) 0.0 $1.2M 5.7k 218.65
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $1.2M 3.7k 338.42
Astrazeneca Sponsored Adr (AZN) 0.0 $1.2M -37% 21k 60.05
Essex Property Trust (ESS) 0.0 $1.2M 3.9k 319.77
T. Rowe Price (TROW) 0.0 $1.2M 6.1k 196.65
General Electric Com New (GE) 0.0 $1.2M NEW 12k 103.00
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $1.2M 9.0k 131.75
Mastercard Incorporated Cl A (MA) 0.0 $1.1M +3% 3.3k 347.77
Southern Company (SO) 0.0 $1.1M -9% 18k 61.97
CVS Caremark Corporation (CVS) 0.0 $1.1M +3% 13k 84.89
Cadence Design Systems (CDNS) 0.0 $1.1M 7.3k 151.47
Jacobs Engineering (J) 0.0 $1.1M +32% 8.3k 132.56
Verisk Analytics (VRSK) 0.0 $1.1M 5.4k 200.19
Agilent Technologies Inc C ommon (A) 0.0 $1.1M 6.8k 157.47
Iron Mountain (IRM) 0.0 $1.1M -2% 24k 43.45
Texas Instruments Incorporated (TXN) 0.0 $1.1M 5.5k 192.21
FedEx Corporation (FDX) 0.0 $1.1M 4.8k 219.36
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $1.0M -3% 9.7k 104.07
Mondelez Intl Cl A (MDLZ) 0.0 $1.0M -2% 17k 58.20
Resideo Technologies (REZI) 0.0 $1000k +13% 40k 24.79
Broadstone Net Lease (BNL) 0.0 $968k NEW 39k 24.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $967k 2.5k 394.53
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $922k 6.2k 149.85
Ishares Tr Global 100 Etf (IOO) 0.0 $910k 13k 71.14
Illumina (ILMN) 0.0 $899k +8% 2.2k 405.50
Biogen Idec (BIIB) 0.0 $894k 3.2k 282.91
CarMax (KMX) 0.0 $874k 6.8k 127.95
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $865k NEW 11k 77.23
Ishares Tr U.s. Tech Etf (IYW) 0.0 $824k -29% 8.1k 101.28
SYSCO Corporation (SYY) 0.0 $823k +7% 11k 78.46
Keysight Technologies (KEYS) 0.0 $811k 4.9k 164.34
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.0 $796k 5.1k 156.39
Norfolk Southern (NSC) 0.0 $773k +4% 3.2k 239.24
Smartsheet Com Cl A (SMAR) 0.0 $762k -25% 11k 68.80
Duke Energy Corp Com New (DUK) 0.0 $745k 7.6k 97.56
Gilead Sciences (GILD) 0.0 $734k +5% 11k 69.81
Ishares Tr Russell 2000 Etf (IWM) 0.0 $724k 3.3k 218.73
Dover Corporation (DOV) 0.0 $720k -33% 4.6k 155.54
American Water Works (AWK) 0.0 $713k 4.2k 169.04
Netflix (NFLX) 0.0 $713k 1.2k 609.92
Royal Dutch Shell Spon Adr B (RDS.B) 0.0 $710k 16k 44.26
Archer Daniels Midland Company (ADM) 0.0 $702k 12k 60.05
Philip Morris International (PM) 0.0 $698k -2% 7.4k 94.82
Newmont Mining Corporation (NEM) 0.0 $698k +15% 13k 54.31
Appfolio Com Cl A (APPF) 0.0 $697k NEW 5.8k 120.48
Alexandria Real Estate Equities (ARE) 0.0 $688k +16% 3.6k 191.16
Atlassian Corp Cl A (TEAM) 0.0 $682k -53% 1.7k 391.28
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $681k +9% 7.9k 86.06
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $676k +6% 4.6k 148.02
Citigroup Com New (C) 0.0 $667k 9.5k 70.21
Workday Cl A (WDAY) 0.0 $664k 2.7k 250.00
Masimo Corporation (MASI) 0.0 $659k 2.4k 270.64
O'reilly Automotive (ORLY) 0.0 $659k 1.1k 611.32
Marathon Petroleum Corp (MPC) 0.0 $656k +15% 11k 61.82
American Electric Power Company (AEP) 0.0 $649k 8.0k 81.22
Ishares U S Etf Tr Technology (IETC) 0.0 $649k 12k 55.78
Spirit Airlines (SAVE) 0.0 $649k 25k 25.96
Vimeo Common Stock (VMEO) 0.0 $638k +23% 22k 29.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $633k NEW 7.7k 81.95
Hartford Financial Services (HIG) 0.0 $628k 8.9k 70.21
CSX Corporation (CSX) 0.0 $627k +3% 21k 29.75
Wheaton Precious Metals Corp (WPM) 0.0 $608k +4% 16k 37.58
Delta Air Lines Inc Del Com New (DAL) 0.0 $607k +4% 14k 42.58
Docusign (DOCU) 0.0 $600k +101% 2.3k 257.62
Novartis Sponsored Adr (NVS) 0.0 $596k 7.3k 81.77
Bank of Marin Ban (BMRC) 0.0 $596k 16k 37.77
Edwards Lifesciences (EW) 0.0 $587k +4% 5.2k 113.28
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $578k +4% 27k 21.64
Ishares Tr Msci Eafe Etf (EFA) 0.0 $577k +7% 7.4k 77.95
Cummins (CMI) 0.0 $571k +19% 2.5k 224.71
Quest Diagnostics Incorporated (DGX) 0.0 $570k +5% 3.9k 145.37
Johnson Ctls Intl SHS (JCI) 0.0 $569k +21% 8.4k 68.04
Dick's Sporting Goods (DKS) 0.0 $567k 4.7k 119.67
Moderna (MRNA) 0.0 $552k -26% 1.4k 384.94
Freeport-mcmoran CL B (FCX) 0.0 $550k 17k 32.55
Stryker Corporation (SYK) 0.0 $536k 2.0k 263.65
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $530k 2.1k 256.04
Hewlett Packard Enterprise (HPE) 0.0 $521k 37k 14.26
Ventas (VTR) 0.0 $515k 9.3k 55.22
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $509k 4.7k 109.09
TJX Companies (TJX) 0.0 $507k -2% 7.7k 66.00
Servicenow (NOW) 0.0 $494k 794.00 622.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $491k 3.1k 156.42
Charles River Laboratories (CRL) 0.0 $490k 1.2k 412.46
Intuit (INTU) 0.0 $485k 899.00 539.49
Enbridge (ENB) 0.0 $482k 12k 39.81
FactSet Research Systems (FDS) 0.0 $479k 1.2k 394.89
Cigna Corp (CI) 0.0 $478k +14% 2.4k 200.34
White Mountains Insurance Gp (WTM) 0.0 $474k 443.00 1069.98
The Trade Desk Com Cl A (TTD) 0.0 $471k +36% 6.7k 70.25
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $466k -2% 17k 27.42
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $465k +3% 3.9k 118.62
Roper Industries (ROP) 0.0 $461k +137% 1.0k 446.27
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $460k +500% 7.3k 62.83
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $457k 3.9k 118.00
Otis Worldwide Corp (OTIS) 0.0 $451k 5.5k 82.33
Schlumberger Com Stk (SLB) 0.0 $436k 15k 29.62
Asml Holding N V N Y Registry Shs (ASML) 0.0 $434k 582.00 745.70
Activision Blizzard (ATVI) 0.0 $434k 5.6k 77.38
Eversource Energy (ES) 0.0 $430k +4% 5.3k 81.72
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $425k -9% 6.5k 65.65
Parker-Hannifin Corporation (PH) 0.0 $422k -81% 1.5k 279.47
Public Storage (PSA) 0.0 $417k +2% 1.4k 297.01
International Flavors & Fragrances (IFF) 0.0 $408k 3.1k 133.77
Toronto Dominion Bk Ont Com New (TD) 0.0 $404k 6.1k 66.22
Altria (MO) 0.0 $400k -2% 8.8k 45.51
Expeditors International of Washington (EXPD) 0.0 $398k 3.3k 119.13
Ishares Gold Tr Ishares New (IAU) 0.0 $397k 12k 33.44
Nice Sponsored Adr (NICE) 0.0 $396k -25% 1.4k 283.87
Ingersoll Rand (IR) 0.0 $386k -6% 7.7k 50.44
Ford Motor Company (F) 0.0 $385k -2% 27k 14.16
Consolidated Edison (ED) 0.0 $384k +2% 5.3k 72.63
Boston Scientific Corporation (BSX) 0.0 $375k 8.6k 43.43
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $374k 1.5k 255.81
PPG Industries (PPG) 0.0 $374k +24% 2.6k 142.86
Xcel Energy (XEL) 0.0 $370k 5.9k 62.55
Electronic Arts (EA) 0.0 $365k -7% 2.6k 142.36
Vanguard Index Fds Large Cap Etf (VV) 0.0 $353k 1.8k 200.91
Advanced Micro Devices (AMD) 0.0 $349k NEW 3.4k 103.04
Vanguard Index Fds Value Etf (VTV) 0.0 $346k +25% 2.6k 135.42
Cerner Corporation (CERN) 0.0 $346k -2% 4.9k 70.61
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $341k +21% 845.00 403.55
Paychex (PAYX) 0.0 $337k 3.0k 112.41
Vornado Rlty Tr Sh Ben Int (VNO) 0.0 $333k +33% 7.9k 42.05
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $329k 4.5k 73.54
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $326k 3.2k 103.16
AFLAC Incorporated (AFL) 0.0 $324k 6.2k 52.17
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $323k -11% 4.4k 74.01
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $321k 5.9k 54.65
General Motors Company (GM) 0.0 $321k -10% 6.1k 52.67
State Street Corporation (STT) 0.0 $320k +14% 3.8k 84.86
WestAmerica Ban (WABC) 0.0 $320k 5.7k 56.19
Proshares Tr Ulsh 20yrtre New (TTT) 0.0 $318k NEW 9.1k 35.10
Udr (UDR) 0.0 $318k 6.0k 53.00
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $316k 6.3k 50.46
Blackstone Mtg Tr Com Cl A (BXMT) 0.0 $314k +15% 10k 30.29
Evergy (EVRG) 0.0 $312k +6% 5.0k 62.16
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $308k 18k 17.11
Watts Water Technologies Cl A (WTS) 0.0 $305k NEW 1.8k 168.04
Charter Communications Inc N Cl A (CHTR) 0.0 $304k 418.00 727.27
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $302k -6% 2.1k 145.61
Occidental Petroleum Corporation (OXY) 0.0 $300k -2% 10k 29.59
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $299k 3.8k 79.18
Spdr Ser Tr Aerospace Def (XAR) 0.0 $295k 2.5k 119.29
Kkr & Co (KKR) 0.0 $292k 4.8k 60.83
Valero Energy Corporation (VLO) 0.0 $284k -11% 4.0k 70.49
Fastenal Company (FAST) 0.0 $282k 5.5k 51.59
Phillips 66 (PSX) 0.0 $282k -7% 4.0k 69.98
Ishares Tr Expanded Tech (IGV) 0.0 $278k +12% 697.00 398.85
First Solar (FSLR) 0.0 $278k -7% 2.9k 95.53
Vistra Energy (VST) 0.0 $272k -40% 16k 17.11
Ishares Tr Us Trsprtion (IYT) 0.0 $269k 1.1k 243.22
Vanguard World Mega Grwth Ind (MGK) 0.0 $267k 1.1k 234.83
Peak (PEAK) 0.0 $263k +12% 7.9k 33.48
Ross Stores (ROST) 0.0 $261k -12% 2.4k 108.66
Toyota Motor Corp Sp Adr Rep2com (TM) 0.0 $261k 1.5k 177.43
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $260k -5% 1.8k 148.15
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.0 $259k 3.6k 72.90
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $254k 6.9k 36.60
Generac Holdings (GNRC) 0.0 $249k +21% 609.00 408.87
McKesson Corporation (MCK) 0.0 $247k -14% 1.2k 199.35
Enterprise Products Partners (EPD) 0.0 $246k +27% 11k 21.67
Dow (DOW) 0.0 $245k 4.3k 57.55
Hp (HPQ) 0.0 $243k +14% 8.9k 27.39
Etf Managers Tr Prime Cybr Scrty (HACK) 0.0 $242k +14% 4.0k 60.80
Digital Realty Trust (DLR) 0.0 $240k +19% 1.7k 144.23
Ishares Tr Us Industrials (IYJ) 0.0 $239k 2.2k 107.17
Yum! Brands (YUM) 0.0 $237k 1.9k 122.10
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $237k 2.1k 113.40
Gra (GGG) 0.0 $236k 3.4k 69.93
Ishares Tr Europe Etf (IEV) 0.0 $235k -9% 4.5k 52.11
Sap Se Spon Adr (SAP) 0.0 $232k 1.7k 135.28
Teleflex Incorporated (TFX) 0.0 $230k 610.00 377.05
BP Sponsored Adr (BP) 0.0 $229k NEW 8.4k 27.32
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $227k 5.1k 44.34
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $226k NEW 4.2k 53.63
Jabil Circuit (JBL) 0.0 $223k 3.8k 58.30
Carlisle Companies (CSL) 0.0 $219k NEW 1.1k 198.91
Kansas City Southern Com New 0.0 $219k 808.00 271.04
PNC Financial Services (PNC) 0.0 $218k 1.1k 195.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $217k -6% 5.6k 38.66
International Paper Company (IP) 0.0 $217k 3.9k 55.80
Skyworks Solutions (SWKS) 0.0 $216k -3% 1.3k 165.01
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $215k +6% 4.0k 53.31
Dupont De Nemours (DD) 0.0 $214k -27% 3.1k 68.13
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $212k NEW 767.00 276.40
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $211k -33% 2.6k 80.08
Xilinx (XLNX) 0.0 $209k 1.4k 150.90
Royal Dutch Shell Spons Adr A (RDS.A) 0.0 $208k -6% 4.7k 44.49
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $207k 4.9k 42.63
Synopsys (SNPS) 0.0 $207k -22% 691.00 299.57
Baxter International (BAX) 0.0 $206k -14% 2.6k 80.56
Arthur J. Gallagher & Co. (AJG) 0.0 $206k NEW 1.4k 148.52
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $206k 1.8k 112.02
Cohen & Steers infrastucture Fund (UTF) 0.0 $204k NEW 7.5k 27.04
Te Connectivity Reg Shs (TEL) 0.0 $203k NEW 1.5k 137.16
Northrop Grumman Corporation (NOC) 0.0 $201k -20% 559.00 359.57
Zynex (ZYXI) 0.0 $179k 16k 11.40
Pretium Res Inc Com Isin# Ca74 (PVG) 0.0 $162k 17k 9.64
Saba Capital Income & Oprnt Shares (BRW) 0.0 $161k 35k 4.55
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $117k 12k 10.13
Prospect Capital Corporation (PSEC) 0.0 $80k 10k 7.70
E M X Royalty Corpor small blend (EMX) 0.0 $46k -49% 18k 2.56
Tpco Holding Corp (GRAMF) 0.0 $43k NEW 13k 3.22
9 Meters Biopharma (NMTR) 0.0 $20k 15k 1.33

Past Filings by Kcm Investment Advisors

SEC 13F filings are viewable for Kcm Investment Advisors going back to 2010

View all past filings