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, ADP, and represent 19.98% of Kcm Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$40M), GOOGL (+$26M), GOOG (+$15M), ICLN (+$7.1M), TSLA, FDIS, XLU, AMD, ELV, VFH.
- Started 22 new stock positions in TMUS, ERF, FNDX, CSL, FCOM, LYB, HDV, FDL, WBD, GIS. BEPC, LVHI, FDIS, J, HUBB, GLW, HUM, BKNG, SCHA, ET, FNDA, MNDY.
- Reduced shares in these 10 stocks: TBT (-$14M), ERTH (-$6.6M), AAPL (-$6.4M), TTT (-$5.6M), TSM (-$5.1M), DIS, PGX, ABT, Jacobs Engineering, VAW.
- Sold out of its positions in AXP, ADM, BAC.PL, BDX, BHP, BNL, CE, CHPT, CHTR, CINF.
- Kcm Investment Advisors was a net buyer of stock by $23M.
- Kcm Investment Advisors has $2.2B in assets under management (AUM), dropping by -20.81%.
- Central Index Key (CIK): 0001109228
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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
- Kcm Investment Advisors 2022 Q3 filed Nov. 10, 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
- 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