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

Kcm Investment Advisors holds 377 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.9 $150M -4% 1.1M 138.20
Select Sector Spdr Tr Technology (XLK) 4.1 $89M -2% 751k 118.78
Microsoft Corporation (MSFT) 3.9 $84M -2% 360k 232.90
Costco Wholesale Corporation (COST) 2.9 $63M 134k 472.27
Automatic Data Processing (ADP) 2.1 $46M -2% 204k 226.19
Johnson & Johnson (JNJ) 2.1 $46M 282k 163.36
Chevron Corporation (CVX) 2.0 $44M +5% 303k 143.67
Amazon (AMZN) 1.9 $42M +1871% 369k 113.00
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $41M 226k 179.47
Home Depot (HD) 1.8 $40M 145k 275.94
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $35M 290k 121.11
Nextera Energy (NEE) 1.6 $35M 446k 78.41
Waste Management (WM) 1.6 $34M -2% 213k 160.21
Visa Com Cl A (V) 1.4 $30M 171k 177.65

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Crown Castle Intl (CCI) 1.4 $30M 208k 144.55
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.4 $29M -3% 207k 142.45
Procter & Gamble Company (PG) 1.4 $29M 232k 126.25
Vanguard World Fds Inf Tech Etf (VGT) 1.3 $28M +4% 92k 307.37
Alphabet Cap Stk Cl A (GOOGL) 1.2 $27M +1966% 283k 95.65
Danaher Corporation (DHR) 1.2 $26M 100k 258.28
United Parcel Service CL B (UPS) 1.2 $25M -3% 158k 161.54
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.2 $25M +7% 373k 66.73
Select Sector Spdr Tr Communication (XLC) 1.1 $24M +5% 503k 47.89
Wal-Mart Stores (WMT) 1.1 $24M 183k 129.70
Vanguard World Fds Financials Etf (VFH) 1.1 $24M +16% 316k 74.44
Vanguard World Fds Comm Srvc Etf (VOX) 1.0 $22M +13% 268k 82.37
Select Sector Spdr Tr Energy (XLE) 1.0 $22M +15% 304k 72.02
Wells Fargo Perp Pfd Cnv A (WFC.PL) 1.0 $21M -3% 18k 1203.99
Amgen (AMGN) 1.0 $21M -3% 91k 225.40
McDonald's Corporation (MCD) 0.9 $20M 88k 230.74
Verizon Communications (VZ) 0.9 $20M -4% 534k 37.97
Vanguard World Fds Health Car Etf (VHT) 0.9 $20M +10% 90k 223.69
JPMorgan Chase & Co. (JPM) 0.8 $18M +2% 176k 104.50
Select Sector Spdr Tr Financial (XLF) 0.8 $18M -10% 603k 30.36
3M Company (MMM) 0.8 $18M -6% 161k 110.50
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.8 $18M +3% 211k 82.84
Nike CL B (NKE) 0.8 $17M -5% 205k 83.12
Vanguard World Fds Consum Dis Etf (VCR) 0.8 $17M -5% 72k 235.07
Bank of America Corporation (BAC) 0.8 $17M -9% 557k 30.20
First Republic Bank/san F (FRC) 0.8 $16M -3% 126k 130.55
Abbott Laboratories (ABT) 0.8 $16M -16% 169k 96.76
Alphabet Cap Stk Cl C (GOOG) 0.7 $16M +1868% 167k 96.15
Trane Technologies SHS (TT) 0.7 $16M -5% 107k 144.81
Kimberly-Clark Corporation (KMB) 0.7 $15M -3% 137k 112.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $15M 41k 357.18
Ecolab (ECL) 0.7 $15M -9% 100k 144.42
Starbucks Corporation (SBUX) 0.7 $14M -13% 170k 84.26
Realty Income (O) 0.7 $14M -2% 245k 58.20
Vanguard World Fds Industrial Etf (VIS) 0.6 $13M +3% 82k 157.54
Clorox Company (CLX) 0.6 $13M -7% 100k 128.39
Air Products & Chemicals (APD) 0.6 $13M -7% 55k 232.73
Abbvie (ABBV) 0.5 $12M +3% 87k 134.21
Walt Disney Company (DIS) 0.5 $11M -29% 121k 94.33
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $11M 99k 111.50
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.5 $11M -26% 929k 11.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $11M 40k 267.25
Genuine Parts Company (GPC) 0.5 $11M -5% 72k 149.32
Caterpillar (CAT) 0.5 $10M 61k 164.07
Pfizer (PFE) 0.5 $9.8M -4% 224k 43.76
Edison International (EIX) 0.4 $8.8M +3% 155k 56.58
UnitedHealth (UNH) 0.4 $8.6M +3% 17k 505.07
Medtronic SHS (MDT) 0.4 $8.4M 104k 80.75
Lowe's Companies (LOW) 0.4 $8.3M +6% 44k 187.81
Pepsi (PEP) 0.4 $8.2M 51k 163.26
Union Pacific Corporation (UNP) 0.4 $8.2M 42k 194.83
Target Corporation (TGT) 0.4 $8.1M +8% 55k 148.39
Ishares Tr Gl Clean Ene Etf (ICLN) 0.4 $8.0M +799% 418k 19.09
Anthem (ELV) 0.4 $7.8M +81% 17k 454.22
Select Sector Spdr Tr Sbi Materials (XLB) 0.4 $7.7M +16% 114k 68.01
Eli Lilly & Co. (LLY) 0.3 $7.4M -6% 23k 323.35
Vanguard World Fds Consum Stp Etf (VDC) 0.3 $7.3M -17% 43k 171.78
Laboratory Corp Amer Hldgs Com New (LH) 0.3 $7.3M 36k 204.80
Applied Materials (AMAT) 0.3 $7.3M -12% 89k 81.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $7.1M 27k 267.00
Tesla Motors (TSLA) 0.3 $7.0M +188% 27k 265.26
Kilroy Realty Corporation (KRC) 0.3 $6.9M -6% 164k 42.11
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $6.8M -3% 17k 401.66
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $6.4M +164% 97k 65.51
Accenture Plc Ireland Shs Class A (ACN) 0.3 $6.2M -7% 24k 257.28
Colgate-Palmolive Company (CL) 0.3 $6.1M -3% 87k 70.25
Ishares Tr Select Divid Etf (DVY) 0.3 $6.1M 57k 107.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $6.1M +16% 91k 66.43
Vanguard World Fds Energy Etf (VDE) 0.3 $6.0M -19% 59k 101.57
Intel Corporation (INTC) 0.3 $5.9M +3% 230k 25.77
Bristol Myers Squibb (BMY) 0.3 $5.9M -5% 83k 71.09
Merck & Co (MRK) 0.3 $5.8M +4% 68k 86.12
Us Bancorp Del Com New (USB) 0.3 $5.8M +2% 143k 40.32
Thermo Fisher Scientific (TMO) 0.3 $5.7M -5% 11k 507.17
Kla Corp Com New (KLAC) 0.3 $5.6M 19k 302.62
Cisco Systems (CSCO) 0.3 $5.6M -3% 139k 40.00
Qualcomm (QCOM) 0.2 $5.4M 48k 112.97
Vanguard World Fds Materials Etf (VAW) 0.2 $5.2M -32% 35k 148.43
Public Service Enterprise (PEG) 0.2 $5.1M 91k 56.23
salesforce (CRM) 0.2 $5.0M -10% 35k 143.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $5.0M +11% 62k 80.17
Linde SHS (LIN) 0.2 $4.9M -15% 18k 269.57
Ishares Tr Core S&p500 Etf (IVV) 0.2 $4.9M -4% 14k 358.67
Advanced Micro Devices (AMD) 0.2 $4.8M +310% 76k 63.35
Blackstone Group Inc Com Cl A (BX) 0.2 $4.7M +5% 56k 83.71
Deere & Company (DE) 0.2 $4.6M +9% 14k 333.86
Zimmer Holdings (ZBH) 0.2 $4.6M -6% 44k 104.56
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.2 $4.5M NEW 74k 60.86
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $4.5M -3% 224k 19.86
S&p Global (SPGI) 0.2 $4.3M -3% 14k 305.36
General Dynamics Corporation (GD) 0.2 $4.3M 20k 212.19
Travelers Companies (TRV) 0.2 $4.0M +3% 26k 153.20
NVIDIA Corporation (NVDA) 0.2 $3.9M +56% 33k 121.40
Diageo Spon Adr New (DEO) 0.2 $3.8M -6% 23k 169.80
Exxon Mobil Corporation (XOM) 0.2 $3.8M -16% 44k 87.31
Vanguard World Fds Utilities Etf (VPU) 0.2 $3.8M +59% 27k 142.25
Proshares Tr Pshs Ultsh 20yrs (TBT) 0.2 $3.8M -79% 119k 31.81
Cintas Corporation (CTAS) 0.2 $3.8M -3% 9.7k 388.21
Citizens Financial (CFG) 0.2 $3.7M -4% 107k 34.36
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $3.6M +8% 85k 41.99
Honeywell International (HON) 0.2 $3.6M -18% 21k 166.99
Chubb (CB) 0.2 $3.5M +95% 19k 181.87
Bce Com New (BCE) 0.2 $3.3M +9% 79k 41.94
Coca-Cola Company (KO) 0.1 $3.2M 56k 56.02
Mccormick & Co Com Non Vtg (MKC) 0.1 $3.1M -2% 43k 71.27
Vanguard Index Fds Growth Etf (VUG) 0.1 $3.1M -2% 14k 213.95
Sempra Energy (SRE) 0.1 $3.1M 21k 149.94
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $3.1M +703% 34k 90.93
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $3.1M +41% 97k 31.67
Ishares Tr Ishares Biotech (IBB) 0.1 $3.0M -44% 26k 116.98
Broadcom (AVGO) 0.1 $3.0M +5% 6.7k 444.01
Southern Company (SO) 0.1 $2.9M +150% 43k 68.00
Charles Schwab Corporation (SCHW) 0.1 $2.8M -6% 40k 71.88
Hershey Company (HSY) 0.1 $2.8M +12% 13k 220.44
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.8M 15k 187.99
Adobe Systems Incorporated (ADBE) 0.1 $2.7M 9.8k 275.17
Morgan Stanley Com New (MS) 0.1 $2.7M -4% 34k 79.02
American Tower Reit (AMT) 0.1 $2.5M 12k 214.69
Wec Energy Group (WEC) 0.1 $2.5M -5% 28k 89.44
Eaton Corp SHS (ETN) 0.1 $2.5M -14% 19k 133.38
Albemarle Corporation (ALB) 0.1 $2.4M 9.3k 264.41
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $2.4M +18% 68k 36.01
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.4M +14% 18k 135.17
Lululemon Athletica (LULU) 0.1 $2.4M +4% 8.5k 279.51
Nucor Corporation (NUE) 0.1 $2.4M -32% 22k 106.99
Illinois Tool Works (ITW) 0.1 $2.4M -12% 13k 180.65
Proshares Tr Ulsh 20yrtre New (TTT) 0.1 $2.3M -70% 31k 76.03
Douglas Emmett (DEI) 0.1 $2.3M -11% 129k 17.93
Xylem (XYL) 0.1 $2.3M +5% 26k 87.35
Prologis (PLD) 0.1 $2.3M +19% 22k 101.60
Wells Fargo & Company (WFC) 0.1 $2.3M -31% 56k 40.22
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.1 $2.2M -4% 41k 53.53
Jacobs Engineering Group (J) 0.1 $2.2M NEW 20k 108.48
Fortinet (FTNT) 0.1 $2.1M +362% 44k 49.14
CVS Caremark Corporation (CVS) 0.1 $2.1M +11% 23k 95.37
Lockheed Martin Corporation (LMT) 0.1 $2.0M 5.3k 386.37
Raytheon Technologies Corp (RTX) 0.1 $2.0M +7% 25k 81.85
At&t (T) 0.1 $1.9M +150% 126k 15.34
Medical Properties Trust (MPW) 0.1 $1.9M -7% 161k 11.86
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $1.9M 7.1k 269.25
Stanley Black & Decker (SWK) 0.1 $1.9M -16% 25k 75.22
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.9M -16% 43k 44.48
Oracle Corporation (ORCL) 0.1 $1.8M +2% 30k 61.07
Fifth Third Ban (FITB) 0.1 $1.8M +5% 57k 31.96
Roper Industries (ROP) 0.1 $1.7M +4% 4.9k 359.58
Corcept Therapeutics Incorporated (CORT) 0.1 $1.7M +4% 68k 25.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.7M +25% 18k 94.90
Marriott Intl Cl A (MAR) 0.1 $1.7M -7% 12k 140.13
Dominion Resources (D) 0.1 $1.7M -5% 24k 69.12
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.7M 34k 48.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.6M 7.5k 219.22
Sherwin-Williams Company (SHW) 0.1 $1.6M -12% 7.6k 204.78
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.6M -13% 10k 154.69
Comcast Corp Cl A (CMCSA) 0.1 $1.5M -9% 52k 29.34
Unilever Spon Adr New (UL) 0.1 $1.5M -2% 35k 43.85
Goldman Sachs (GS) 0.1 $1.5M -26% 5.2k 293.07
International Business Machines (IBM) 0.1 $1.5M +13% 12k 118.78
L3harris Technologies (LHX) 0.1 $1.4M -5% 6.8k 207.80
BlackRock (BLK) 0.1 $1.3M 2.5k 550.20
Freeport-mcmoran CL B (FCX) 0.1 $1.3M +6% 49k 27.34
Marathon Petroleum Corp (MPC) 0.1 $1.3M -6% 13k 99.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.3M 22k 60.52
Boeing Company (BA) 0.1 $1.3M -16% 11k 121.11
Emerson Electric (EMR) 0.1 $1.3M -4% 18k 73.23
Allstate Corporation (ALL) 0.1 $1.3M -13% 10k 124.53
SVB Financial (SIVB) 0.1 $1.3M 3.8k 335.71
Agilent Technologies Inc C ommon (A) 0.1 $1.3M +2% 10k 121.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.2M -13% 5.8k 210.44
Mastercard Incorporated Cl A (MA) 0.1 $1.2M 4.3k 284.31
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.2M -2% 7.5k 162.53
Cadence Design Systems (CDNS) 0.1 $1.2M 7.3k 163.38
Lennar Corp Cl A (LEN) 0.1 $1.2M 16k 74.58
Iron Mountain (IRM) 0.1 $1.2M +7% 26k 43.98
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $1.1M -32% 4.3k 261.98
Mondelez Intl Cl A (MDLZ) 0.1 $1.1M +4% 20k 54.82
Carrier Global Corporation (CARR) 0.1 $1.1M -10% 31k 35.55
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $1.1M -6% 34k 31.29
Duke Energy Corp Com New (DUK) 0.0 $1.0M +18% 11k 93.03
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $1.0M +12% 24k 42.37
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $998k -16% 17k 58.87
ConocoPhillips (COP) 0.0 $969k -49% 9.5k 102.34
Carlisle Companies (CSL) 0.0 $968k NEW 3.5k 280.50
Meta Platforms Cl A (META) 0.0 $962k -15% 7.1k 135.66
Blackstone Mtg Tr Com Cl A (BXMT) 0.0 $947k +76% 41k 23.33
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $939k -9% 3.3k 287.16
Vanguard Index Fds Small Cp Etf (VB) 0.0 $931k 5.4k 170.98
SYSCO Corporation (SYY) 0.0 $927k 13k 70.69
Johnson Ctls Intl SHS (JCI) 0.0 $924k +10% 19k 49.24
Interpublic Group of Companies (IPG) 0.0 $914k +98% 36k 25.61
O'reilly Automotive (ORLY) 0.0 $901k +23% 1.3k 703.36
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.0 $890k -42% 18k 49.37
Texas Instruments Incorporated (TXN) 0.0 $889k +8% 5.7k 154.74
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $868k -37% 11k 77.81
American Electric Power Company (AEP) 0.0 $849k +6% 9.8k 86.41
Paypal Holdings (PYPL) 0.0 $847k -35% 9.8k 86.11
Paccar (PCAR) 0.0 $844k -16% 10k 83.66
Ishares Tr U.s. Finls Etf (IYF) 0.0 $843k -21% 13k 67.53
Essex Property Trust (ESS) 0.0 $839k -12% 3.5k 242.35
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $839k -2% 8.1k 103.94
FedEx Corporation (FDX) 0.0 $835k +17% 5.6k 148.44
Cardinal Health (CAH) 0.0 $829k +62% 12k 66.67
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $826k -6% 6.5k 127.21
Novartis Sponsored Adr (NVS) 0.0 $820k +13% 11k 76.04
Omni (OMC) 0.0 $798k +164% 13k 63.11
Verisk Analytics (VRSK) 0.0 $780k -5% 4.6k 170.49
Biogen Idec (BIIB) 0.0 $780k 2.9k 266.85
Lam Research Corporation (LRCX) 0.0 $772k -53% 2.1k 366.22
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $759k NEW 16k 47.73
Devon Energy Corporation (DVN) 0.0 $731k +142% 12k 60.13
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $730k NEW 23k 31.29
4068594 Enphase Energy (ENPH) 0.0 $700k +13% 2.5k 277.56
Keysight Technologies (KEYS) 0.0 $672k -21% 4.3k 157.27
Enbridge (ENB) 0.0 $661k +7% 18k 37.09
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.0 $661k -90% 14k 48.76
Cigna Corp (CI) 0.0 $658k 2.4k 277.29
Gilead Sciences (GILD) 0.0 $637k +5% 10k 61.74
Philip Morris International (PM) 0.0 $637k +5% 7.7k 83.07
Pioneer Natural Resources (PXD) 0.0 $636k +105% 2.9k 216.70
Zoetis Cl A (ZTS) 0.0 $624k -6% 4.2k 148.39
Hartford Financial Services (HIG) 0.0 $617k 10k 61.90
Aon Shs Cl A (AON) 0.0 $611k 2.3k 267.98
Bank of Marin Ban (BMRC) 0.0 $609k +39% 20k 29.94
State Street Corporation (STT) 0.0 $597k -22% 9.8k 60.79
Vanguard Index Fds Value Etf (VTV) 0.0 $575k +71% 4.7k 123.55
American Water Works (AWK) 0.0 $569k 4.4k 130.21
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $566k 8.6k 66.12
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $553k 7.8k 71.05
Intuitive Surgical Com New (ISRG) 0.0 $537k -15% 2.9k 187.57
Norfolk Southern (NSC) 0.0 $532k -14% 2.5k 209.53
Xcel Energy (XEL) 0.0 $526k 8.2k 64.03
Newmont Mining Corporation (NEM) 0.0 $523k -11% 12k 42.02
Public Storage (PSA) 0.0 $522k +12% 1.8k 292.60
Dover Corporation (DOV) 0.0 $517k -2% 4.4k 116.49
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $499k NEW 45k 11.04
Astrazeneca Sponsored Adr (AZN) 0.0 $496k -7% 9.0k 54.84
Ishares Tr Core High Dv Etf (HDV) 0.0 $488k NEW 5.4k 91.22
Evergy (EVRG) 0.0 $483k +4% 8.1k 59.37
Valero Energy Corporation (VLO) 0.0 $481k +4% 4.5k 106.82
Ishares Tr Russell 2000 Etf (IWM) 0.0 $479k 2.9k 165.06
Dow (DOW) 0.0 $478k +34% 11k 43.95
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.0 $478k 5.1k 94.19
White Mountains Insurance Gp (WTM) 0.0 $473k 363.00 1303.03
Williams Companies (WMB) 0.0 $471k +26% 17k 28.62
McKesson Corporation (MCK) 0.0 $470k +3% 1.4k 340.09
Altria (MO) 0.0 $465k +24% 12k 40.42
Occidental Petroleum Corporation (OXY) 0.0 $464k -29% 7.5k 61.50
Alexandria Real Estate Equities (ARE) 0.0 $460k -13% 3.3k 140.24
Consolidated Edison (ED) 0.0 $451k -45% 5.3k 85.79
Cummins (CMI) 0.0 $450k -12% 2.2k 203.62
CarMax (KMX) 0.0 $450k 6.8k 66.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $446k -25% 8.0k 55.78
Parker-Hannifin Corporation (PH) 0.0 $442k +17% 1.8k 242.19
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $437k NEW 5.8k 75.33
First Tr Morningstar Divid L SHS (FDL) 0.0 $433k NEW 14k 32.11
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.0 $431k NEW 18k 24.10
Eversource Energy (ES) 0.0 $421k 5.4k 77.91
Edwards Lifesciences (EW) 0.0 $420k -5% 5.1k 82.73
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $388k +3% 4.4k 87.25
Ishares U S Etf Tr Technology (IETC) 0.0 $381k 9.6k 39.54
Stryker Corporation (SYK) 0.0 $380k -15% 1.9k 202.34
Boston Scientific Corporation (BSX) 0.0 $379k 9.8k 38.68
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $375k 1.5k 255.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $375k -25% 2.8k 135.92
Shell Spon Ads (SHEL) 0.0 $373k -63% 7.5k 49.78
CSX Corporation (CSX) 0.0 $372k -8% 14k 26.66
Ventas (VTR) 0.0 $371k 9.2k 40.21
Baxter International (BAX) 0.0 $369k +21% 6.9k 53.80
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $367k NEW 8.6k 42.48
Ishares Tr Expanded Tech (IGV) 0.0 $361k +11% 1.4k 250.00
FactSet Research Systems (FDS) 0.0 $360k 899.00 400.44
Paychex (PAYX) 0.0 $358k +22% 3.2k 112.16
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $357k +4% 7.6k 47.18
Enerplus Corp (ERF) 0.0 $355k NEW 25k 14.17
Masimo Corporation (MASI) 0.0 $355k +4% 2.5k 141.15
Southern Copper Corporation (SCCO) 0.0 $354k +182% 7.9k 44.81
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $351k 1.9k 185.32
Kinder Morgan (KMI) 0.0 $350k +51% 21k 16.66
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $349k -6% 12k 28.57
Workday Cl A (WDAY) 0.0 $343k -7% 2.3k 152.38
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $336k -29% 17k 20.13
Metropcs Communications (TMUS) 0.0 $336k NEW 2.5k 134.08
Ishares Gold Tr Ishares New (IAU) 0.0 $334k +3% 11k 31.51
AFLAC Incorporated (AFL) 0.0 $330k -19% 5.9k 56.21
Smartsheet Com Cl A (SMAR) 0.0 $329k -2% 9.6k 34.31
Monday SHS (MNDY) 0.0 $327k NEW 2.9k 113.34
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $322k -15% 3.6k 89.99
Kroger (KR) 0.0 $319k +64% 7.3k 43.75
Toronto Dominion Bk Ont Com New (TD) 0.0 $317k -15% 5.2k 61.34
Expeditors International of Washington (EXPD) 0.0 $313k -4% 3.5k 88.37
Canadian Pacific Railway (CP) 0.0 $309k 4.6k 66.67
General Mills (GIS) 0.0 $308k NEW 4.0k 76.67
Illumina (ILMN) 0.0 $305k -14% 1.6k 190.74
First Solar (FSLR) 0.0 $304k -5% 2.3k 132.17
Truist Financial Corp equities (TFC) 0.0 $302k +82% 6.9k 43.61
Check Point Software Tech Lt Ord (CHKP) 0.0 $301k -41% 2.7k 112.19
Crown Holdings (CCK) 0.0 $300k 3.7k 81.08
PPG Industries (PPG) 0.0 $299k -7% 2.7k 110.70
Ishares Tr Msci Eafe Etf (EFA) 0.0 $291k -22% 5.2k 56.00
Ford Motor Company (F) 0.0 $290k +7% 26k 11.22
Wheaton Precious Metals Corp (WPM) 0.0 $290k -4% 9.0k 32.40
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $288k +7% 2.2k 128.69
Otis Worldwide Corp (OTIS) 0.0 $286k -11% 4.5k 63.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $283k -6% 7.8k 36.32
TJX Companies (TJX) 0.0 $282k -37% 4.5k 62.03
Quest Diagnostics Incorporated (DGX) 0.0 $282k -33% 2.3k 122.50
Citigroup Com New (C) 0.0 $282k -10% 6.8k 41.65
PNC Financial Services (PNC) 0.0 $277k +55% 1.9k 149.57
Ingersoll Rand (IR) 0.0 $275k -20% 6.4k 43.23
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.0 $275k NEW 8.4k 32.64
Vanguard Index Fds Large Cap Etf (VV) 0.0 $273k +2% 1.7k 163.47
Appfolio Com Cl A (APPF) 0.0 $272k -55% 2.6k 104.62
Corteva (CTVA) 0.0 $269k -30% 4.7k 57.16
SJW (SJW) 0.0 $268k -15% 4.7k 57.63
Everest Re Group (RE) 0.0 $267k 1.0k 262.80
Servicenow (NOW) 0.0 $267k -9% 708.00 377.12
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $264k NEW 7.0k 37.84
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $263k -2% 5.7k 45.79
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $261k 6.9k 37.61
Northrop Grumman Corporation (NOC) 0.0 $260k 552.00 471.01
Canadian Natl Ry (CNI) 0.0 $253k -34% 2.3k 107.80
Udr (UDR) 0.0 $250k 6.0k 41.67
Dick's Sporting Goods (DKS) 0.0 $250k -49% 2.4k 104.69
Etf Managers Tr Prime Cybr Scrty (HACK) 0.0 $250k +4% 5.8k 43.36
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $249k -13% 5.4k 46.20
Dupont De Nemours (DD) 0.0 $248k -27% 4.9k 50.44
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $248k +23% 2.6k 96.01
Booking Holdings (BKNG) 0.0 $248k NEW 151.00 1642.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $240k -6% 4.2k 57.78
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $231k -18% 2.6k 89.88
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.0 $231k -3% 3.4k 67.29
Charles River Laboratories (CRL) 0.0 $231k -4% 1.2k 197.10
Teradyne (TER) 0.0 $230k -37% 3.1k 75.19
Watts Water Technologies Cl A (WTS) 0.0 $228k 1.8k 125.62
International Flavors & Fragrances (IFF) 0.0 $227k -23% 2.5k 90.95
Spdr Ser Tr Aerospace Def (XAR) 0.0 $227k 2.5k 91.79
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $225k 890.00 252.81
Toyota Motor Corp Ads (TM) 0.0 $224k -34% 1.7k 130.16
Hubbell (HUBB) 0.0 $223k NEW 1.0k 223.00
Intuit (INTU) 0.0 $223k -35% 577.00 386.48
Jabil Circuit (JBL) 0.0 $221k 3.8k 57.78
Hp (HPQ) 0.0 $221k -7% 8.9k 24.93
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $220k 3.8k 58.45
Kkr & Co (KKR) 0.0 $219k +2% 5.1k 42.94
General Electric Com New (GE) 0.0 $218k -65% 3.5k 61.98
Humana (HUM) 0.0 $216k NEW 445.00 485.39
Fastenal Company (FAST) 0.0 $216k 4.7k 45.96
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) 0.0 $213k -3% 8.7k 24.61
Synopsys (SNPS) 0.0 $211k 691.00 305.35
BP Sponsored Adr (BP) 0.0 $210k -11% 7.4k 28.54
Corning Incorporated (GLW) 0.0 $206k NEW 7.1k 29.06
Arthur J. Gallagher & Co. (AJG) 0.0 $205k 1.2k 171.55
CMS Energy Corporation (CMS) 0.0 $204k 3.5k 58.30
Ross Stores (ROST) 0.0 $204k 2.4k 84.30
Mp Materials Corp Com Cl A (MP) 0.0 $204k +43% 7.5k 27.35
Marathon Oil Corporation (MRO) 0.0 $203k 9.0k 22.58
Aeva Technologies (AEVA) 0.0 $187k +300% 100k 1.87
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $172k -14% 11k 15.64
Zynex (ZYXI) 0.0 $157k 17k 9.09
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $156k -44% 10k 15.60
Warner Bros Discovery Com Ser A (WBD) 0.0 $125k NEW 11k 11.48
Vimeo Common Stock (VMEO) 0.0 $110k 27k 4.01
Mfs Multimarket Income Tr Sh Ben Int (MMT) 0.0 $42k 10k 4.20
9 Meters Biopharma 0.0 $3.0k 15k 0.20

Past Filings by Kcm Investment Advisors

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

View all past filings