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 19.92% of Kcm Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: BAC (+$6.8M), XLF, AMAT, NVDA, CAT, XLC, VDE, ETN, DEO, GSY.
- Started 16 new stock positions in CSL, AMD, TTT, BNL, FNCL, APPF, PBW, GRAMF, BSV, IYH. AJG, UTF, WTS, GE, BP, TEL.
- Reduced shares in these 10 stocks: TBT, VFH, AAPL, PH, MKC, General Electric Company, XLE, D, TSLA, LMT.
- Sold out of its positions in General Electric Company, ICE, LW, XBI, SCHV, SCHA, OLED, VFC, VTRS, WBA.
- Kcm Investment Advisors was a net buyer of stock by $50M.
- Kcm Investment Advisors has $2.5B in assets under management (AUM), dropping by 1.64%.
- 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 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
- 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
- Kcm Investment Advisors 2018 Q1 filed May 9, 2018