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, CVX, and represent 22.19% of Kcm Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ROST, LLY, PPL, VNQ, XLG, SRE, DLN, XLU, SDY, VFH.
- Started 7 new stock positions in ZI, DLN, PPL, MRO, NXPI, RSPH, TMUS.
- Reduced shares in these 10 stocks: XLC (-$5.7M), ICLN (-$5.5M), XLK, AAPL, NKE, AMZN, MSFT, NVDA, NEE, VCR.
- Sold out of its positions in ADI, BP, CP, CTVA, CCK, DD, ERF, FI, ILMN, IPG. PHO, EEM, IEV, NOC, PNC, TQQQ, SJW, VTV, ZTS, ASML.
- Kcm Investment Advisors was a net seller of stock by $-69M.
- Kcm Investment Advisors has $2.3B in assets under management (AUM), dropping by -7.00%.
- Central Index Key (CIK): 0001109228
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Portfolio Holdings for Kcm Investment Advisors
Kcm Investment Advisors holds 365 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $167M | -2% | 973k | 171.21 |
|
| Select Sector Spdr Tr Technology (XLK) | 5.1 | $118M | -3% | 722k | 163.93 |
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| Microsoft Corporation (MSFT) | 4.5 | $104M | -2% | 330k | 315.75 |
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| Costco Wholesale Corporation (COST) | 3.1 | $72M | 128k | 564.96 |
|
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| Chevron Corporation (CVX) | 2.3 | $53M | 317k | 168.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $48M | 224k | 212.41 |
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| Automatic Data Processing (ADP) | 2.0 | $46M | 191k | 240.58 |
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| Amazon (AMZN) | 1.8 | $42M | -5% | 332k | 127.12 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.8 | $42M | 324k | 128.74 |
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| Select Sector Spdr Tr Communication (XLC) | 1.8 | $41M | -12% | 628k | 65.57 |
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| Home Depot (HD) | 1.7 | $40M | 133k | 302.16 |
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| Johnson & Johnson (JNJ) | 1.6 | $38M | -3% | 244k | 155.75 |
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| Visa Com Cl A (V) | 1.6 | $38M | 164k | 230.01 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.6 | $37M | 230k | 160.98 |
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| Procter & Gamble Company (PG) | 1.5 | $36M | -2% | 244k | 145.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $35M | 269k | 130.86 |
|
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| Vanguard World Fds Inf Tech Etf (VGT) | 1.4 | $33M | -5% | 79k | 414.90 |
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| Select Sector Spdr Tr Energy (XLE) | 1.3 | $31M | 346k | 90.39 |
|
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| Waste Management (WM) | 1.3 | $30M | 199k | 152.44 |
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| Wal-Mart Stores (WMT) | 1.3 | $29M | 182k | 159.93 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.2 | $28M | 400k | 68.81 |
|
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| Select Sector Spdr Tr Indl (XLI) | 1.1 | $27M | 262k | 101.38 |
|
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| Vanguard World Fds Financials Etf (VFH) | 1.1 | $26M | +3% | 326k | 80.32 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $25M | 176k | 145.02 |
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| Vanguard World Fds Health Car Etf (VHT) | 1.1 | $25M | 107k | 235.10 |
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| Vanguard World Fds Comm Srvc Etf (VOX) | 1.1 | $25M | 238k | 105.19 |
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| Select Sector Spdr Tr Financial (XLF) | 1.1 | $25M | 744k | 33.17 |
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| Amgen (AMGN) | 1.1 | $24M | 91k | 268.76 |
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| United Parcel Service CL B (UPS) | 1.0 | $23M | -2% | 150k | 155.87 |
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| Danaher Corporation (DHR) | 1.0 | $23M | 93k | 248.10 |
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| Nextera Energy (NEE) | 0.9 | $22M | -9% | 382k | 57.29 |
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| Vanguard World Fds Consum Dis Etf (VCR) | 0.9 | $22M | -9% | 80k | 269.37 |
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| Trane Technologies SHS (TT) | 0.9 | $21M | 104k | 202.91 |
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| McDonald's Corporation (MCD) | 0.9 | $21M | -2% | 80k | 263.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $21M | 158k | 131.85 |
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| NVIDIA Corporation (NVDA) | 0.8 | $20M | -10% | 45k | 434.99 |
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| Eli Lilly & Co. (LLY) | 0.8 | $20M | +11% | 36k | 537.13 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.8 | $19M | -3% | 17k | 1115.00 |
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| Vanguard World Fds Industrial Etf (VIS) | 0.7 | $17M | 86k | 194.98 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $17M | -3% | 39k | 427.48 |
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| Caterpillar (CAT) | 0.7 | $16M | 58k | 273.00 |
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| Abbott Laboratories (ABT) | 0.6 | $15M | -3% | 154k | 96.85 |
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| Starbucks Corporation (SBUX) | 0.6 | $15M | 162k | 91.27 |
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| Crown Castle Intl (CCI) | 0.6 | $14M | -2% | 155k | 92.03 |
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| Bank of America Corporation (BAC) | 0.6 | $14M | -3% | 520k | 27.38 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $14M | -9% | 40k | 358.27 |
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| Kimberly-Clark Corporation (KMB) | 0.6 | $14M | 117k | 120.85 |
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| Ecolab (ECL) | 0.6 | $14M | 83k | 169.40 |
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| Nike CL B (NKE) | 0.6 | $14M | -22% | 147k | 95.62 |
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| Air Products & Chemicals (APD) | 0.6 | $14M | 49k | 283.40 |
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| Abbvie (ABBV) | 0.5 | $12M | -3% | 82k | 149.06 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $12M | +7% | 106k | 115.01 |
|
| Clorox Company (CLX) | 0.5 | $11M | 84k | 131.06 |
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| Realty Income (O) | 0.5 | $11M | -2% | 219k | 49.94 |
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| Verizon Communications (VZ) | 0.5 | $11M | -13% | 326k | 32.41 |
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| UnitedHealth (UNH) | 0.4 | $9.8M | 19k | 504.18 |
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| Genuine Parts Company (GPC) | 0.4 | $9.5M | 66k | 144.38 |
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| Vanguard World Fds Energy Etf (VDE) | 0.4 | $9.3M | +9% | 74k | 126.74 |
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| Lowe's Companies (LOW) | 0.4 | $9.3M | 45k | 207.84 |
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| Edison International (EIX) | 0.4 | $9.2M | -2% | 145k | 63.29 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $8.8M | -5% | 25k | 350.30 |
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| Vanguard World Fds Consum Stp Etf (VDC) | 0.4 | $8.6M | 47k | 182.67 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.4 | $8.4M | 107k | 78.55 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $8.3M | +14% | 141k | 58.93 |
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| Kla Corp Com New (KLAC) | 0.4 | $8.3M | 18k | 458.66 |
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| Advanced Micro Devices (AMD) | 0.3 | $7.9M | 77k | 102.82 |
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| Pepsi (PEP) | 0.3 | $7.9M | 47k | 169.44 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $7.8M | +35% | 103k | 75.66 |
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| Merck & Co (MRK) | 0.3 | $7.6M | +2% | 74k | 102.95 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $7.6M | 17k | 456.65 |
|
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| Union Pacific Corporation (UNP) | 0.3 | $7.5M | -5% | 37k | 203.63 |
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| Medtronic SHS (MDT) | 0.3 | $7.4M | -4% | 95k | 78.36 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $7.0M | 23k | 307.11 |
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| Applied Materials (AMAT) | 0.3 | $6.8M | -4% | 49k | 138.45 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $6.7M | 95k | 70.76 |
|
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| Broadcom (AVGO) | 0.3 | $6.7M | 8.0k | 830.55 |
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| Vanguard World Fds Materials Etf (VAW) | 0.3 | $6.6M | 38k | 172.52 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $6.6M | 62k | 107.14 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $6.5M | 33k | 201.05 |
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| Walt Disney Company (DIS) | 0.3 | $6.4M | -4% | 79k | 81.05 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $6.3M | -11% | 579k | 10.95 |
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| Anthem (ELV) | 0.3 | $6.1M | 14k | 435.42 |
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| Cisco Systems (CSCO) | 0.3 | $6.0M | -3% | 112k | 53.76 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $5.8M | 54k | 107.64 |
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| Tesla Motors (TSLA) | 0.2 | $5.7M | -4% | 23k | 250.22 |
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| 3M Company (MMM) | 0.2 | $5.5M | -11% | 59k | 93.62 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $5.5M | -2% | 11k | 506.18 |
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| Linde SHS (LIN) | 0.2 | $5.5M | 15k | 372.35 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $5.4M | -6% | 13k | 429.42 |
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| Pfizer (PFE) | 0.2 | $5.3M | -7% | 158k | 33.17 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.2 | $5.2M | -2% | 210k | 24.91 |
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| Colgate-Palmolive Company (CL) | 0.2 | $5.2M | 73k | 71.11 |
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| Qualcomm (QCOM) | 0.2 | $5.1M | -6% | 46k | 111.06 |
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| S&p Global (SPGI) | 0.2 | $4.9M | 13k | 365.41 |
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| Deere & Company (DE) | 0.2 | $4.8M | -7% | 13k | 377.38 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $4.8M | 9.4k | 509.90 |
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| Public Service Enterprise (PEG) | 0.2 | $4.7M | -2% | 83k | 56.91 |
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| Cintas Corporation (CTAS) | 0.2 | $4.7M | 9.7k | 481.01 |
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| Zimmer Holdings (ZBH) | 0.2 | $4.6M | 41k | 112.22 |
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| General Dynamics Corporation (GD) | 0.2 | $4.4M | 20k | 220.97 |
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| salesforce (CRM) | 0.2 | $4.3M | -14% | 21k | 202.78 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $4.2M | -3% | 77k | 54.90 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $4.2M | -19% | 36k | 117.58 |
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| Us Bancorp Del Com New (USB) | 0.2 | $3.9M | -11% | 117k | 33.06 |
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| Eaton Corp SHS (ETN) | 0.2 | $3.8M | 18k | 213.28 |
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| Bristol Myers Squibb (BMY) | 0.2 | $3.8M | -3% | 66k | 58.04 |
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| Travelers Companies (TRV) | 0.2 | $3.8M | -6% | 23k | 163.31 |
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| Carlisle Companies (CSL) | 0.2 | $3.7M | 14k | 259.26 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $3.7M | 74k | 49.85 |
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| Nucor Corporation (NUE) | 0.2 | $3.6M | -5% | 23k | 156.35 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.2 | $3.5M | 51k | 69.86 |
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| Ross Stores (ROST) | 0.2 | $3.5M | +1139% | 31k | 112.95 |
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| AutoZone (AZO) | 0.2 | $3.5M | 1.4k | 2539.99 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $3.4M | -30% | 101k | 34.07 |
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| Prologis (PLD) | 0.1 | $3.4M | +3% | 31k | 112.21 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $3.4M | -5% | 81k | 41.77 |
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| Lululemon Athletica (LULU) | 0.1 | $3.3M | 8.6k | 385.61 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.2M | +24% | 20k | 155.38 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.1M | -5% | 12k | 272.32 |
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| Chubb (CB) | 0.1 | $3.1M | -13% | 15k | 208.18 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.1M | 15k | 208.24 |
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| Honeywell International (HON) | 0.1 | $3.0M | -2% | 17k | 184.74 |
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| Coca-Cola Company (KO) | 0.1 | $2.9M | -10% | 51k | 55.98 |
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| Bce Com New (BCE) | 0.1 | $2.8M | -6% | 74k | 38.20 |
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| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $2.8M | -26% | 22k | 127.54 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $2.8M | 37k | 75.64 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.7M | -2% | 23k | 122.29 |
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| Hershey Company (HSY) | 0.1 | $2.7M | 13k | 200.08 |
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| Illinois Tool Works (ITW) | 0.1 | $2.6M | -3% | 12k | 230.31 |
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| Target Corporation (TGT) | 0.1 | $2.6M | 24k | 110.57 |
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| Sempra Energy (SRE) | 0.1 | $2.6M | +97% | 38k | 68.03 |
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| Morgan Stanley Com New (MS) | 0.1 | $2.5M | -3% | 31k | 81.67 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $2.5M | -2% | 20k | 122.93 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.4M | -5% | 6.0k | 408.99 |
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| Kilroy Realty Corporation (KRC) | 0.1 | $2.4M | -9% | 77k | 31.61 |
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| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $2.4M | 40k | 60.70 |
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| Goldman Sachs (GS) | 0.1 | $2.4M | -2% | 7.4k | 323.58 |
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| Fortinet (FTNT) | 0.1 | $2.3M | 40k | 58.68 |
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| Oracle Corporation (ORCL) | 0.1 | $2.3M | -6% | 22k | 105.92 |
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| Southern Company (SO) | 0.1 | $2.2M | -5% | 35k | 64.72 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.2M | 44k | 49.53 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $2.2M | +900% | 64k | 33.96 |
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| Wec Energy Group (WEC) | 0.1 | $2.1M | 26k | 80.55 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.1M | 8.4k | 249.35 |
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| PPL Corporation (PPL) | 0.1 | $2.0M | NEW | 86k | 23.56 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.0M | -5% | 48k | 40.86 |
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| Boeing Company (BA) | 0.1 | $1.9M | -2% | 9.9k | 191.68 |
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| Roper Industries (ROP) | 0.1 | $1.9M | -2% | 3.9k | 484.28 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.9M | -7% | 9.6k | 196.55 |
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| Meta Platforms Cl A (META) | 0.1 | $1.9M | -5% | 6.2k | 300.21 |
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| Public Storage (PSA) | 0.1 | $1.8M | -5% | 7.0k | 263.53 |
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| American Tower Reit (AMT) | 0.1 | $1.8M | -3% | 11k | 164.44 |
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| Jacobs Engineering Group (J) | 0.1 | $1.8M | -2% | 13k | 136.50 |
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| Intel Corporation (INTC) | 0.1 | $1.8M | -34% | 50k | 35.55 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $1.7M | +13% | 46k | 37.29 |
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| FedEx Corporation (FDX) | 0.1 | $1.7M | 6.4k | 264.90 |
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| American Express Company (AXP) | 0.1 | $1.7M | -8% | 11k | 149.19 |
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| L3harris Technologies (LHX) | 0.1 | $1.7M | +21% | 9.5k | 174.12 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.6M | -4% | 6.4k | 255.06 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.6M | +7% | 1.8k | 908.86 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.6M | 23k | 69.82 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.6M | -3% | 32k | 49.40 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.6M | 15k | 103.32 |
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| Iron Mountain (IRM) | 0.1 | $1.5M | 26k | 59.45 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.1 | $1.5M | +3% | 45k | 33.60 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.5M | 23k | 67.68 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.5M | -3% | 34k | 44.34 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.5M | 7.5k | 200.64 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.5M | -24% | 9.9k | 151.34 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.5M | -15% | 3.7k | 395.96 |
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| Emerson Electric (EMR) | 0.1 | $1.5M | 15k | 96.57 |
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| Xylem (XYL) | 0.1 | $1.5M | 16k | 91.03 |
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| Cardinal Health (CAH) | 0.1 | $1.5M | -3% | 17k | 86.82 |
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| Lennar Corp Cl A (LEN) | 0.1 | $1.5M | 13k | 112.23 |
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| Corcept Therapeutics Incorporated (CORT) | 0.1 | $1.5M | -54% | 53k | 27.25 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.5M | 26k | 55.20 |
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| Stanley Black & Decker (SWK) | 0.1 | $1.4M | 17k | 83.58 |
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| BlackRock (BLK) | 0.1 | $1.4M | 2.2k | 646.56 |
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| Omni (OMC) | 0.1 | $1.4M | +7% | 19k | 74.48 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $1.4M | -2% | 25k | 53.21 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $1.3M | 1.2k | 1112.21 |
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| Albemarle Corporation (ALB) | 0.1 | $1.3M | -18% | 7.8k | 170.04 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | -24% | 18k | 71.97 |
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| Allstate Corporation (ALL) | 0.1 | $1.3M | +5% | 12k | 111.41 |
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| 4068594 Enphase Energy (ENPH) | 0.1 | $1.3M | +36% | 11k | 120.15 |
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| T. Rowe Price (TROW) | 0.1 | $1.3M | -2% | 12k | 104.87 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.3M | -7% | 4.8k | 265.99 |
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| Fifth Third Ban (FITB) | 0.1 | $1.3M | -8% | 50k | 25.33 |
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| Paccar (PCAR) | 0.1 | $1.2M | 15k | 85.02 |
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| International Business Machines (IBM) | 0.1 | $1.2M | -6% | 8.8k | 140.29 |
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| ConocoPhillips (COP) | 0.1 | $1.2M | -2% | 10k | 119.81 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.2M | -29% | 3.6k | 334.95 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.2M | 5.1k | 234.30 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $1.2M | NEW | 19k | 61.49 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.1M | 11k | 101.86 |
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| Corning Incorporated (GLW) | 0.0 | $1.1M | +5% | 35k | 30.47 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.0M | +257% | 24k | 43.72 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.0M | 11k | 92.37 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.0M | 5.4k | 189.07 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.0M | -2% | 34k | 30.15 |
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| Becton, Dickinson and (BDX) | 0.0 | $1.0M | -9% | 3.9k | 258.51 |
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| Lam Research Corporation (LRCX) | 0.0 | $1.0M | -2% | 1.6k | 626.68 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $995k | 7.5k | 131.79 |
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| Verisk Analytics (VRSK) | 0.0 | $987k | 4.2k | 236.24 |
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| Kroger (KR) | 0.0 | $982k | +7% | 22k | 44.75 |
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| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $980k | -36% | 45k | 21.75 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $970k | 6.8k | 141.69 |
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| Booking Holdings (BKNG) | 0.0 | $913k | 296.00 | 3083.95 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $903k | -8% | 16k | 55.97 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $896k | 12k | 74.76 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $892k | -4% | 2.3k | 389.52 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $891k | -2% | 12k | 74.62 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $886k | 7.9k | 111.82 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $851k | +55% | 2.5k | 341.26 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $787k | 11k | 73.24 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $775k | -6% | 8.8k | 88.26 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $752k | 2.6k | 292.29 |
|
|
| Biogen Idec (BIIB) | 0.0 | $750k | 2.9k | 257.01 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $743k | -8% | 11k | 69.40 |
|
| Williams Companies (WMB) | 0.0 | $726k | -6% | 22k | 33.69 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $718k | -20% | 1.8k | 392.61 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $715k | 9.5k | 75.29 |
|
|
| Gilead Sciences (GILD) | 0.0 | $686k | 9.2k | 74.94 |
|
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.0 | $681k | 5.0k | 136.61 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $663k | 2.6k | 251.33 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $641k | 46k | 14.03 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $636k | 9.6k | 66.05 |
|
|
| At&t (T) | 0.0 | $624k | -14% | 42k | 15.02 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $621k | 8.5k | 72.72 |
|
|
| Cigna Corp (CI) | 0.0 | $614k | 2.1k | 286.07 |
|
|
| Pioneer Natural Resources (PXD) | 0.0 | $597k | -27% | 2.6k | 229.55 |
|
| Valero Energy Corporation (VLO) | 0.0 | $591k | -16% | 4.2k | 141.71 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $584k | 6.9k | 84.23 |
|
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $578k | -4% | 27k | 21.74 |
|
| McKesson Corporation (MCK) | 0.0 | $575k | -11% | 1.3k | 434.85 |
|
| Enterprise Products Partners (EPD) | 0.0 | $574k | -6% | 21k | 27.37 |
|
| Essex Property Trust (ESS) | 0.0 | $561k | -10% | 2.6k | 212.09 |
|
| Dover Corporation (DOV) | 0.0 | $558k | -7% | 4.0k | 139.51 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $556k | -4% | 8.6k | 64.88 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $555k | 3.2k | 171.45 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $540k | 3.7k | 144.98 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $540k | 10k | 52.80 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $533k | -12% | 11k | 50.60 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $523k | -6% | 7.7k | 67.72 |
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.0 | $513k | 9.6k | 53.23 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $508k | +161% | 5.6k | 91.09 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $497k | -46% | 3.1k | 159.00 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $493k | 2.8k | 176.74 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $489k | +37% | 26k | 19.10 |
|
| Celanese Corporation (CE) | 0.0 | $488k | -12% | 3.9k | 125.52 |
|
| Cummins (CMI) | 0.0 | $486k | 2.1k | 228.44 |
|
|
| Jabil Circuit (JBL) | 0.0 | $485k | 3.8k | 126.89 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $476k | -5% | 6.3k | 75.42 |
|
| American Electric Power Company (AEP) | 0.0 | $476k | -3% | 6.3k | 75.22 |
|
| Phillips 66 (PSX) | 0.0 | $468k | 3.9k | 120.14 |
|
|
| Generac Holdings (GNRC) | 0.0 | $467k | +4% | 4.3k | 108.96 |
|
| Workday Cl A (WDAY) | 0.0 | $457k | -6% | 2.1k | 214.85 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $452k | 4.6k | 98.89 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $452k | -7% | 4.8k | 94.33 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $452k | 14k | 33.44 |
|
|
| TJX Companies (TJX) | 0.0 | $452k | +6% | 5.1k | 88.88 |
|
| Dominion Resources (D) | 0.0 | $446k | -43% | 10k | 44.67 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $445k | -54% | 4.7k | 94.69 |
|
| FactSet Research Systems (FDS) | 0.0 | $437k | +11% | 999.00 | 437.26 |
|
| General Electric Com New (GE) | 0.0 | $434k | 3.9k | 110.55 |
|
|
| Nordstrom (JWN) | 0.0 | $422k | 28k | 14.94 |
|
|
| Stryker Corporation (SYK) | 0.0 | $420k | -3% | 1.5k | 273.27 |
|
| Douglas Emmett (DEI) | 0.0 | $404k | -19% | 32k | 12.76 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $395k | -2% | 2.0k | 195.74 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $391k | NEW | 2.0k | 199.92 |
|
| General Mills (GIS) | 0.0 | $385k | +18% | 6.0k | 63.99 |
|
| Dow (DOW) | 0.0 | $384k | -19% | 7.4k | 51.56 |
|
| Servicenow (NOW) | 0.0 | $375k | 671.00 | 558.96 |
|
|
| American Water Works (AWK) | 0.0 | $373k | -13% | 3.0k | 123.82 |
|
| Shell Spon Ads (SHEL) | 0.0 | $373k | -8% | 5.8k | 64.38 |
|
| Philip Morris International (PM) | 0.0 | $368k | -34% | 4.0k | 92.58 |
|
| Xcel Energy (XEL) | 0.0 | $367k | -12% | 6.4k | 57.22 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $367k | 7.6k | 48.50 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $364k | 1.5k | 246.17 |
|
|
| Ventas (VTR) | 0.0 | $358k | +2% | 8.5k | 42.13 |
|
| Paychex (PAYX) | 0.0 | $357k | -7% | 3.1k | 115.33 |
|
| Evergy (EVRG) | 0.0 | $353k | -2% | 7.0k | 50.70 |
|
| Kkr & Co (KKR) | 0.0 | $353k | +10% | 5.7k | 61.60 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $351k | 21k | 16.77 |
|
|
| Eversource Energy (ES) | 0.0 | $351k | +24% | 6.0k | 58.15 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $349k | -3% | 8.6k | 40.55 |
|
| Intuit (INTU) | 0.0 | $345k | 675.00 | 510.67 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $344k | 2.2k | 153.84 |
|
|
| White Mountains Insurance Gp (WTM) | 0.0 | $344k | -20% | 230.00 | 1495.69 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.0 | $342k | NEW | 13k | 27.40 |
|
| First Solar (FSLR) | 0.0 | $339k | -2% | 2.1k | 161.59 |
|
| Enbridge (ENB) | 0.0 | $335k | -8% | 10k | 33.54 |
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $334k | +14% | 7.5k | 44.28 |
|
| Ingersoll Rand (IR) | 0.0 | $331k | -2% | 5.2k | 63.72 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $331k | +5% | 8.9k | 36.95 |
|
| State Street Corporation (STT) | 0.0 | $326k | 4.9k | 66.97 |
|
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $326k | -4% | 8.2k | 39.71 |
|
| Synopsys (SNPS) | 0.0 | $319k | 695.00 | 458.96 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $319k | -15% | 2.8k | 114.63 |
|
| AFLAC Incorporated (AFL) | 0.0 | $319k | +8% | 4.2k | 76.75 |
|
| Hubbell (HUBB) | 0.0 | $313k | 1.0k | 313.41 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $312k | -30% | 4.3k | 72.38 |
|
| Baxter International (BAX) | 0.0 | $312k | -20% | 8.3k | 37.74 |
|
| Edwards Lifesciences (EW) | 0.0 | $312k | 4.5k | 69.28 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $309k | +10% | 2.1k | 149.17 |
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.0 | $308k | 6.2k | 49.70 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $305k | 5.3k | 57.93 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $303k | 5.0k | 60.26 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $298k | 2.3k | 132.31 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $296k | 4.3k | 68.92 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $292k | 4.3k | 68.42 |
|
|
| Consolidated Edison (ED) | 0.0 | $289k | -16% | 3.4k | 85.52 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $281k | 6.9k | 40.44 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $279k | 588.00 | 473.65 |
|
|
| PPG Industries (PPG) | 0.0 | $278k | 2.1k | 129.80 |
|
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $277k | 2.5k | 112.10 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $274k | -47% | 5.7k | 47.70 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $273k | -19% | 8.9k | 30.66 |
|
| Ford Motor Company (F) | 0.0 | $271k | +5% | 22k | 12.42 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $271k | -3% | 3.4k | 80.31 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $269k | -8% | 3.0k | 90.63 |
|
| Aon Shs Cl A (AON) | 0.0 | $268k | -64% | 826.00 | 324.22 |
|
| Norfolk Southern (NSC) | 0.0 | $268k | -4% | 1.4k | 196.93 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $267k | 1.8k | 151.82 |
|
|
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.0 | $264k | -6% | 11k | 23.94 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $263k | -4% | 2.6k | 100.10 |
|
| Fastenal Company (FAST) | 0.0 | $263k | +2% | 4.8k | 54.64 |
|
| CSX Corporation (CSX) | 0.0 | $259k | -22% | 8.4k | 30.75 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $257k | 3.2k | 79.86 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $257k | -4% | 17k | 15.63 |
|
| Teradyne (TER) | 0.0 | $255k | -19% | 2.5k | 100.46 |
|
| Citigroup Com New (C) | 0.0 | $253k | -27% | 6.2k | 41.13 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $253k | 1.1k | 227.93 |
|
|
| Bank of Marin Ban (BMRC) | 0.0 | $248k | 14k | 18.28 |
|
|
| Kinder Morgan (KMI) | 0.0 | $248k | -14% | 15k | 16.58 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $247k | -37% | 1.0k | 236.53 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $246k | 1.4k | 179.75 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $241k | 2.4k | 100.93 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $240k | 2.2k | 108.33 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $238k | NEW | 1.7k | 140.05 |
|
| Altria (MO) | 0.0 | $234k | -22% | 5.6k | 42.05 |
|
| Charles River Laboratories (CRL) | 0.0 | $230k | 1.2k | 195.98 |
|
|
| Monday SHS (MNDY) | 0.0 | $224k | 1.4k | 159.22 |
|
|
| Etf Managers Tr Prime Cybr Scrty | 0.0 | $224k | -22% | 4.3k | 51.60 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $221k | -96% | 15k | 14.62 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $215k | 2.1k | 100.89 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $214k | NEW | 8.0k | 26.75 |
|
| Masimo Corporation (MASI) | 0.0 | $212k | -3% | 2.4k | 87.68 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $209k | 888.00 | 234.91 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $208k | -17% | 1.9k | 108.58 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $207k | -38% | 767.00 | 270.07 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $207k | -29% | 885.00 | 233.71 |
|
| Hp (HPQ) | 0.0 | $206k | 8.0k | 25.70 |
|
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $206k | -2% | 3.8k | 54.12 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $206k | 3.0k | 68.44 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $206k | -10% | 5.9k | 34.99 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $204k | 2.8k | 72.24 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $203k | -29% | 7.1k | 28.61 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $202k | -5% | 3.3k | 60.58 |
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $201k | -23% | 1.2k | 172.82 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $201k | 4.9k | 41.30 |
|
|
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $184k | NEW | 11k | 16.40 |
|
| Zynex (ZYXI) | 0.0 | $138k | 17k | 8.00 |
|
|
| Medical Properties Trust (MPW) | 0.0 | $68k | -2% | 13k | 5.45 |
|
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $43k | 10k | 4.26 |
|
Past Filings by Kcm Investment Advisors
SEC 13F filings are viewable for Kcm Investment Advisors going back to 2010
- 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
- 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