KCM Investment Advisors
Latest statistics and disclosures from Kcm Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, XLK, COST, MSFT, GOOGL, and represent 22.88% of Kcm Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: NLR, XLI, JPM, LBRDA, VAW, GILD, SCCO, XLU, XLF, AVGO.
- Started 14 new stock positions in AWK, LBRDA, CM, TER, VBK, IJJ, ST, TRGP, BEP, AZN. ADI, DDOG, SU, PCAR.
- Reduced shares in these 10 stocks: AAPL (-$5.5M), SPY, ADP, VOX, XLC, VGT, MSFT, VO, OMC, COST.
- Sold out of its positions in AstraZeneca, EW, FICO, IR, IXP, IGM, MP, COWZ, URI, BNDX. VEEV, VV, WDAY, NAT, CHKP.
- Kcm Investment Advisors was a net seller of stock by $-47M.
- Kcm Investment Advisors has $3.0B in assets under management (AUM), dropping by -3.40%.
- Central Index Key (CIK): 0001109228
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Portfolio Holdings for Kcm Investment Advisors
Kcm Investment Advisors holds 393 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.1 | $213M | -2% | 840k | 253.79 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 5.9 | $179M | 1.3M | 132.90 |
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| Costco Wholesale Corporation (COST) | 3.7 | $112M | -2% | 112k | 996.43 |
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| Microsoft Corporation (MSFT) | 3.6 | $107M | -3% | 290k | 370.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $78M | 270k | 287.56 |
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| Wal-Mart Stores (WMT) | 2.3 | $69M | 557k | 124.28 |
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| Amazon (AMZN) | 2.3 | $69M | 329k | 208.27 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $66M | +2% | 225k | 294.16 |
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| Chevron Corporation (CVX) | 2.2 | $65M | 315k | 206.90 |
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| NVIDIA Corporation (NVDA) | 2.1 | $65M | 370k | 174.40 |
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| Select Sector Spdr Tr State Street Com (XLC) | 1.8 | $55M | -6% | 498k | 110.86 |
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| Select Sector Spdr Tr State Street Con (XLY) | 1.8 | $54M | 496k | 108.98 |
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| Vanguard World Inf Tech Etf (VGT) | 1.8 | $53M | -6% | 76k | 697.72 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 1.6 | $48M | 327k | 146.61 |
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| Visa Com Cl A (V) | 1.5 | $46M | 151k | 302.24 |
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| Johnson & Johnson (JNJ) | 1.5 | $46M | 186k | 244.44 |
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| Home Depot (HD) | 1.5 | $45M | 137k | 328.89 |
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| Vanguard World Comm Srvc Etf (VOX) | 1.5 | $45M | -8% | 248k | 179.84 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 1.5 | $44M | +6% | 274k | 161.73 |
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| Waste Management (WM) | 1.4 | $43M | -2% | 185k | 229.79 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 1.4 | $43M | 860k | 49.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $42M | 146k | 286.86 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.3 | $40M | 647k | 61.26 |
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| Trane Technologies SHS (TT) | 1.3 | $39M | -2% | 95k | 416.74 |
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| Caterpillar (CAT) | 1.2 | $35M | 49k | 708.46 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $34M | 59k | 577.18 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $34M | 104k | 320.81 |
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| Select Sector Spdr Tr State Street Con (XLP) | 1.1 | $33M | 408k | 81.98 |
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| Nextera Energy (NEE) | 1.1 | $33M | -2% | 354k | 92.88 |
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| Vanguard World Consum Dis Etf (VCR) | 1.0 | $31M | 87k | 359.03 |
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| Amgen (AMGN) | 1.0 | $31M | 87k | 351.85 |
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| Automatic Data Processing (ADP) | 1.0 | $30M | -12% | 147k | 203.18 |
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| Vanguard World Industrial Etf (VIS) | 0.9 | $27M | 87k | 312.22 |
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| Procter & Gamble Company (PG) | 0.8 | $25M | -3% | 175k | 144.44 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $24M | -15% | 37k | 650.34 |
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| Blackstone Group Inc Com Cl A (BX) | 0.8 | $24M | 209k | 114.99 |
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| McDonald's Corporation (MCD) | 0.8 | $24M | 76k | 310.79 |
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| Vanguard World Financials Etf (VFH) | 0.8 | $23M | -4% | 194k | 120.81 |
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| Eli Lilly & Co. (LLY) | 0.7 | $22M | -3% | 24k | 919.77 |
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| Kla Corp Com New (KLAC) | 0.7 | $22M | 15k | 1472.40 |
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| Vertiv Holdings Com Cl A (VRT) | 0.7 | $21M | 85k | 250.58 |
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| Carlisle Companies (CSL) | 0.6 | $20M | 58k | 333.62 |
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| Broadcom (AVGO) | 0.6 | $19M | +4% | 62k | 309.51 |
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| Ecolab (ECL) | 0.6 | $18M | -3% | 68k | 266.02 |
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| Abbvie (ABBV) | 0.6 | $17M | 77k | 217.49 |
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| Bank of America Corporation (BAC) | 0.5 | $16M | -4% | 320k | 48.75 |
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| Applied Materials (AMAT) | 0.5 | $15M | -2% | 44k | 341.79 |
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| Southern Copper Corporation (SCCO) | 0.5 | $15M | +7% | 86k | 172.06 |
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| Vanguard World Health Car Etf (VHT) | 0.5 | $15M | -3% | 54k | 272.33 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $14M | +2% | 29k | 479.20 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.5 | $14M | +7% | 300k | 45.89 |
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| Spdr Series Trust State Street Spd (SDY) | 0.4 | $14M | 93k | 145.94 |
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| Abbott Laboratories (ABT) | 0.4 | $13M | -11% | 129k | 102.67 |
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| Vanguard World Consum Stp Etf (VDC) | 0.4 | $13M | 58k | 224.59 |
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| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.4 | $13M | -3% | 11k | 1155.03 |
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| Danaher Corporation (DHR) | 0.4 | $12M | -4% | 65k | 189.60 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $12M | 36k | 328.66 |
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| Verizon Communications (VZ) | 0.4 | $12M | 232k | 50.20 |
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| Air Products & Chemicals (APD) | 0.4 | $12M | -4% | 40k | 290.49 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.4 | $12M | +53% | 86k | 133.19 |
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| Realty Income (O) | 0.4 | $11M | -3% | 187k | 61.18 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.4 | $11M | +3% | 224k | 49.97 |
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| Vanguard World Materials Etf (VAW) | 0.3 | $9.6M | +15% | 43k | 225.34 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $8.8M | 93k | 93.98 |
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| Starbucks Corporation (SBUX) | 0.3 | $8.8M | -5% | 98k | 89.59 |
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| Lowe's Companies (LOW) | 0.3 | $8.7M | 37k | 236.28 |
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| L3harris Technologies (LHX) | 0.3 | $8.7M | 25k | 345.15 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $8.6M | -3% | 14k | 616.75 |
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| Vanguard World Energy Etf (VDE) | 0.3 | $8.6M | -6% | 50k | 173.04 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $8.6M | +8% | 23k | 383.40 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $8.0M | 53k | 151.41 |
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| Labcorp Holdings Com Shs (LH) | 0.3 | $7.9M | -5% | 30k | 266.81 |
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| Cisco Systems (CSCO) | 0.3 | $7.7M | 99k | 77.59 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $7.7M | 12k | 653.22 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $7.5M | -10% | 84k | 88.70 |
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| Curtiss-Wright (CW) | 0.2 | $7.1M | 10k | 681.12 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $7.1M | -2% | 36k | 198.14 |
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| Linde SHS (LIN) | 0.2 | $7.0M | 14k | 495.76 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $7.0M | -5% | 72k | 96.47 |
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| General Dynamics Corporation (GD) | 0.2 | $6.7M | 20k | 343.21 |
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| Ross Stores (ROST) | 0.2 | $6.7M | -2% | 31k | 216.63 |
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| Merck & Co (MRK) | 0.2 | $6.5M | 54k | 120.29 |
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| Corning Incorporated (GLW) | 0.2 | $6.3M | 46k | 135.97 |
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| Eaton Corp SHS (ETN) | 0.2 | $6.2M | 17k | 357.66 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $5.9M | 233k | 25.10 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $5.6M | +3% | 33k | 169.66 |
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| Goldman Sachs (GS) | 0.2 | $5.5M | +3% | 6.6k | 846.01 |
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| Chubb (CB) | 0.2 | $5.4M | 17k | 325.93 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $5.4M | -2% | 133k | 40.83 |
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| Public Service Enterprise (PEG) | 0.2 | $5.3M | -2% | 66k | 80.95 |
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| Tesla Motors (TSLA) | 0.2 | $5.3M | 14k | 371.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $5.0M | -3% | 164k | 30.68 |
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| Genuine Parts Company (GPC) | 0.2 | $4.9M | -11% | 46k | 105.75 |
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| Travelers Companies (TRV) | 0.2 | $4.8M | -8% | 16k | 291.68 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.2 | $4.7M | 51k | 93.26 |
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| Cintas Corporation (CTAS) | 0.2 | $4.5M | -6% | 27k | 169.14 |
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| Deere & Company (DE) | 0.2 | $4.5M | +2% | 8.0k | 563.31 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $4.5M | +14% | 10k | 430.29 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $4.5M | -15% | 132k | 34.02 |
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| Qualcomm (QCOM) | 0.1 | $4.4M | -3% | 34k | 128.78 |
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| S&p Global (SPGI) | 0.1 | $4.3M | -11% | 10k | 425.34 |
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| Colgate-Palmolive Company (CL) | 0.1 | $4.3M | -7% | 50k | 85.23 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.3M | 9.8k | 436.78 |
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| Meta Platforms Cl A (META) | 0.1 | $4.2M | 7.3k | 572.15 |
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| Coca-Cola Company (KO) | 0.1 | $4.1M | +3% | 54k | 76.05 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.1M | 19k | 215.06 |
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| Nike CL B (NKE) | 0.1 | $4.1M | -5% | 77k | 52.82 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.9M | -8% | 20k | 198.29 |
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| AutoZone (AZO) | 0.1 | $3.8M | 1.1k | 3377.78 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $3.7M | +2% | 11k | 337.95 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $3.6M | +9% | 19k | 192.90 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $3.6M | +14% | 61k | 58.78 |
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| Cardinal Health (CAH) | 0.1 | $3.4M | 16k | 211.30 |
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| Fortinet (FTNT) | 0.1 | $3.4M | +2% | 42k | 81.72 |
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| Wells Fargo & Company (WFC) | 0.1 | $3.3M | 42k | 79.61 |
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| Southern Company (SO) | 0.1 | $3.3M | 34k | 96.52 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $3.3M | 60k | 54.55 |
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| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $3.2M | -5% | 36k | 90.49 |
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| American Express Company (AXP) | 0.1 | $3.2M | 11k | 302.48 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.1 | $3.1M | +2% | 59k | 53.84 |
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| Morgan Stanley Com New (MS) | 0.1 | $3.1M | -6% | 19k | 164.57 |
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| Gilead Sciences (GILD) | 0.1 | $3.1M | +69% | 22k | 139.37 |
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| Clorox Company (CLX) | 0.1 | $3.0M | -11% | 29k | 103.63 |
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| Oracle Corporation (ORCL) | 0.1 | $3.0M | 21k | 147.11 |
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| Union Pacific Corporation (UNP) | 0.1 | $3.0M | 12k | 242.62 |
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| Honeywell International (HON) | 0.1 | $2.9M | -9% | 13k | 226.04 |
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| Prologis (PLD) | 0.1 | $2.9M | +6% | 22k | 132.18 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $2.8M | 8.9k | 318.07 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $2.8M | -3% | 22k | 130.95 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $2.8M | -4% | 2.3k | 1191.56 |
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| Allstate Corporation (ALL) | 0.1 | $2.8M | 13k | 207.33 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.7M | 39k | 70.18 |
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| O'reilly Automotive (ORLY) | 0.1 | $2.7M | 30k | 92.31 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $2.7M | +7% | 13k | 213.67 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $2.7M | -3% | 249k | 10.88 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.7M | 40k | 67.53 |
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| PPL Corporation (PPL) | 0.1 | $2.7M | 70k | 38.20 |
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| Newmont Mining Corporation (NEM) | 0.1 | $2.6M | +16% | 24k | 108.25 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.6M | +2% | 2.9k | 895.24 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.6M | -2% | 5.2k | 491.53 |
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| FedEx Corporation (FDX) | 0.1 | $2.5M | 7.1k | 356.16 |
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| Boeing Company (BA) | 0.1 | $2.4M | +18% | 12k | 199.03 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.4M | +6% | 9.7k | 248.00 |
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| 3M Company (MMM) | 0.1 | $2.4M | -3% | 16k | 145.23 |
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| UnitedHealth (UNH) | 0.1 | $2.3M | -2% | 8.6k | 270.59 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.3M | 3.9k | 604.33 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.3M | 14k | 168.85 |
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| Walt Disney Company (DIS) | 0.1 | $2.3M | -3% | 24k | 96.38 |
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| International Business Machines (IBM) | 0.1 | $2.3M | 9.5k | 242.40 |
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| Cadence Design Systems (CDNS) | 0.1 | $2.2M | 8.0k | 277.87 |
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| Pepsi (PEP) | 0.1 | $2.2M | 14k | 155.28 |
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| Roper Industries (ROP) | 0.1 | $2.2M | 6.2k | 353.86 |
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| Iron Mountain (IRM) | 0.1 | $2.2M | 21k | 102.14 |
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| Blackrock (BLK) | 0.1 | $2.1M | -6% | 2.2k | 961.71 |
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| Illinois Tool Works (ITW) | 0.1 | $2.1M | 8.1k | 260.29 |
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| Crown Castle Intl (CCI) | 0.1 | $2.1M | 26k | 81.31 |
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| Booking Holdings (BKNG) | 0.1 | $2.0M | -2% | 482.00 | 4211.20 |
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| CVS Caremark Corporation (CVS) | 0.1 | $2.0M | +30% | 28k | 71.82 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $2.0M | 64k | 30.96 |
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| TJX Companies (TJX) | 0.1 | $2.0M | +24% | 12k | 159.70 |
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| Wec Energy Group (WEC) | 0.1 | $1.9M | -4% | 17k | 115.77 |
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| Corcept Therapeutics Incorporated (CORT) | 0.1 | $1.9M | 47k | 40.31 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.9M | 7.7k | 244.18 |
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| Williams Companies (WMB) | 0.1 | $1.9M | 26k | 72.78 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.8M | -12% | 5.6k | 327.04 |
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| Builders FirstSource (BLDR) | 0.1 | $1.8M | 22k | 82.33 |
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| Nucor Corporation (NUE) | 0.1 | $1.8M | +3% | 11k | 169.09 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.8M | +10% | 7.3k | 247.08 |
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| Kroger (KR) | 0.1 | $1.8M | 25k | 72.36 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.8M | 9.3k | 191.81 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.8M | +11% | 6.2k | 283.78 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.7M | -8% | 11k | 148.10 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $1.7M | -3% | 17k | 98.38 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.7M | 3.9k | 426.41 |
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| Omni (OMC) | 0.1 | $1.7M | -62% | 22k | 75.31 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.6M | 12k | 138.37 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.6M | 6.8k | 243.08 |
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| Liberty Broadband Corp Com Ser A (LBRDA) | 0.1 | $1.6M | NEW | 32k | 50.22 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $1.5M | 17k | 89.33 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $1.5M | 3.3k | 463.19 |
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| Emerson Electric (EMR) | 0.1 | $1.5M | -4% | 12k | 131.02 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.5M | 24k | 64.08 |
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| Metropcs Communications (TMUS) | 0.1 | $1.5M | +22% | 7.2k | 210.02 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $1.5M | 30k | 50.44 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.5M | +6% | 3.0k | 499.62 |
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| Pfizer (PFE) | 0.0 | $1.5M | -7% | 53k | 28.08 |
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| Anthem (ELV) | 0.0 | $1.5M | -3% | 5.0k | 292.74 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.4M | 56k | 25.64 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $1.4M | -2% | 12k | 117.66 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.4M | 9.1k | 152.75 |
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| Unilever Spon Adr New (UL) | 0.0 | $1.4M | 24k | 56.97 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.4M | +9% | 23k | 60.65 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.4M | -10% | 2.3k | 597.47 |
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| salesforce (CRM) | 0.0 | $1.3M | -4% | 7.2k | 186.67 |
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| Ge Vernova (GEV) | 0.0 | $1.3M | 1.5k | 872.90 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $1.3M | 10k | 130.94 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.3M | +10% | 6.7k | 191.92 |
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| McKesson Corporation (MCK) | 0.0 | $1.3M | 1.5k | 865.36 |
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| At&t (T) | 0.0 | $1.3M | 44k | 28.99 |
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| Spdr Series Trust State Street Spd (XNTK) | 0.0 | $1.3M | 5.0k | 255.29 |
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| Medtronic SHS (MDT) | 0.0 | $1.3M | +3% | 15k | 86.65 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.2M | -3% | 14k | 88.16 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.2M | +99% | 16k | 77.11 |
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| Sherwin-Williams Company (SHW) | 0.0 | $1.2M | -9% | 3.8k | 320.55 |
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| Jabil Circuit (JBL) | 0.0 | $1.2M | 4.5k | 265.63 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $1.2M | +6% | 9.1k | 131.01 |
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| Ishares Tr Global 100 Etf (IOO) | 0.0 | $1.2M | -3% | 9.7k | 120.97 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $1.2M | 42k | 27.85 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.2M | -2% | 40k | 29.13 |
|
| Jacobs Engineering Group (J) | 0.0 | $1.1M | 8.7k | 127.28 |
|
|
| ConocoPhillips (COP) | 0.0 | $1.1M | -2% | 8.0k | 132.01 |
|
| Cummins (CMI) | 0.0 | $1.0M | 1.9k | 537.97 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $981k | 5.5k | 179.53 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $947k | 23k | 40.79 |
|
|
| Phillips 66 (PSX) | 0.0 | $922k | +10% | 5.1k | 182.17 |
|
| Netflix (NFLX) | 0.0 | $903k | -7% | 9.4k | 96.15 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $896k | +47% | 36k | 24.75 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $882k | -2% | 46k | 19.30 |
|
| American Electric Power Company (AEP) | 0.0 | $878k | 6.7k | 131.08 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $858k | 9.9k | 86.84 |
|
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.0 | $852k | 9.6k | 88.38 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $846k | 10k | 84.91 |
|
|
| Citigroup Com New (C) | 0.0 | $845k | 7.5k | 113.41 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $839k | +7% | 1.8k | 460.99 |
|
| Enterprise Products Partners (EPD) | 0.0 | $805k | -14% | 21k | 37.84 |
|
| SYSCO Corporation (SYY) | 0.0 | $780k | 11k | 71.33 |
|
|
| Micron Technology (MU) | 0.0 | $774k | 2.3k | 337.84 |
|
|
| Altria (MO) | 0.0 | $768k | -8% | 12k | 65.99 |
|
| Philip Morris International (PM) | 0.0 | $763k | 4.6k | 165.35 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $750k | -5% | 9.4k | 80.05 |
|
| Ishares Tr Global Finls Etf (IXG) | 0.0 | $742k | +10% | 6.5k | 114.00 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $714k | 3.7k | 194.15 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $709k | 14k | 52.01 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $680k | 3.6k | 189.75 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $671k | +3% | 23k | 28.71 |
|
| Keysight Technologies (KEYS) | 0.0 | $659k | 2.3k | 282.37 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $658k | -56% | 7.3k | 90.42 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $642k | -21% | 4.2k | 151.28 |
|
| Target Corporation (TGT) | 0.0 | $631k | -6% | 5.2k | 121.20 |
|
| Intel Corporation (INTC) | 0.0 | $630k | -23% | 14k | 44.13 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $628k | 2.5k | 253.98 |
|
|
| Stryker Corporation (SYK) | 0.0 | $621k | 1.9k | 328.62 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $613k | 2.9k | 208.05 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $609k | +55% | 6.3k | 97.13 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $603k | -6% | 9.6k | 62.75 |
|
| Xcel Energy (XEL) | 0.0 | $600k | 7.5k | 79.44 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $594k | -84% | 2.1k | 287.18 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $589k | -2% | 5.2k | 113.97 |
|
| Appfolio Com Cl A (APPF) | 0.0 | $587k | -81% | 3.7k | 157.82 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $580k | -12% | 2.8k | 209.02 |
|
| Cigna Corp (CI) | 0.0 | $568k | +4% | 2.1k | 266.75 |
|
| Kinder Morgan (KMI) | 0.0 | $563k | -7% | 17k | 33.53 |
|
| AFLAC Incorporated (AFL) | 0.0 | $562k | 5.1k | 109.71 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $558k | -9% | 18k | 30.32 |
|
| Sempra Energy (SRE) | 0.0 | $558k | -5% | 5.7k | 97.17 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $554k | -66% | 2.1k | 261.90 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $552k | +20% | 5.5k | 99.97 |
|
| Fastenal Company (FAST) | 0.0 | $549k | -4% | 12k | 46.40 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $542k | +24% | 1.2k | 446.54 |
|
| Eversource Energy (ES) | 0.0 | $536k | 7.7k | 69.28 |
|
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.0 | $533k | +44% | 3.3k | 163.58 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $521k | +46% | 22k | 23.69 |
|
| Advanced Micro Devices (AMD) | 0.0 | $521k | -5% | 2.6k | 203.43 |
|
| Biogen Idec (BIIB) | 0.0 | $514k | 2.8k | 183.33 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $511k | +2% | 467.00 | 1093.35 |
|
| Lumentum Hldgs (LITE) | 0.0 | $510k | 725.00 | 702.76 |
|
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $501k | -13% | 7.4k | 68.12 |
|
| Progressive Corporation (PGR) | 0.0 | $501k | +13% | 2.5k | 198.24 |
|
| Xylem (XYL) | 0.0 | $499k | -2% | 4.2k | 119.50 |
|
| Lululemon Athletica (LULU) | 0.0 | $498k | -31% | 3.3k | 153.10 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $498k | 4.0k | 125.13 |
|
|
| Hubbell (HUBB) | 0.0 | $491k | 1.0k | 490.74 |
|
|
| Ciena Corp Com New (CIEN) | 0.0 | $488k | 1.3k | 388.23 |
|
|
| Servicenow (NOW) | 0.0 | $486k | 4.6k | 104.55 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $485k | -10% | 2.7k | 180.21 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $483k | 1.2k | 391.76 |
|
|
| Capital One Financial (COF) | 0.0 | $481k | 2.6k | 182.43 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $477k | 5.1k | 93.01 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $475k | +27% | 1.2k | 390.41 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $462k | +9% | 3.7k | 126.35 |
|
| Norfolk Southern (NSC) | 0.0 | $455k | 1.6k | 286.93 |
|
|
| Analog Devices (ADI) | 0.0 | $452k | NEW | 1.4k | 318.14 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $451k | +88% | 3.5k | 127.73 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $448k | 4.8k | 93.54 |
|
|
| Masimo Corporation (MASI) | 0.0 | $447k | 2.5k | 177.87 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $445k | -7% | 3.0k | 146.14 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $445k | 3.6k | 124.31 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $445k | +17% | 9.1k | 48.93 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $440k | +11% | 3.7k | 118.62 |
|
| Carrier Global Corporation (CARR) | 0.0 | $434k | -3% | 7.7k | 56.31 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $422k | 2.0k | 211.15 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $420k | +72% | 2.1k | 196.18 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $413k | +3% | 5.7k | 72.69 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $411k | 6.0k | 68.25 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $407k | 8.6k | 47.53 |
|
|
| PNC Financial Services (PNC) | 0.0 | $407k | +11% | 2.0k | 208.09 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $404k | 7.6k | 53.35 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $401k | +109% | 4.1k | 97.91 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $395k | 8.9k | 44.62 |
|
|
| Kkr & Co (KKR) | 0.0 | $395k | 4.3k | 92.50 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $394k | 7.5k | 52.85 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $393k | 7.5k | 52.54 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $392k | 2.4k | 160.32 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $390k | NEW | 1.6k | 250.73 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $389k | +5% | 2.2k | 174.61 |
|
| EQT Corporation (EQT) | 0.0 | $384k | +6% | 6.0k | 63.64 |
|
| Enbridge (ENB) | 0.0 | $380k | 7.0k | 54.14 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $379k | 1.9k | 198.29 |
|
|
| Hershey Company (HSY) | 0.0 | $373k | +41% | 1.8k | 207.89 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $371k | +17% | 3.9k | 95.41 |
|
| Intuit (INTU) | 0.0 | $368k | -3% | 852.00 | 432.20 |
|
| Bwx Technologies (BWXT) | 0.0 | $365k | 1.8k | 204.49 |
|
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $363k | 7.7k | 47.41 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $361k | 1.0k | 356.56 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $360k | 4.4k | 82.43 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $357k | 3.6k | 100.62 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $352k | +52% | 6.1k | 57.64 |
|
| Western Digital (WDC) | 0.0 | $352k | -14% | 1.3k | 270.44 |
|
| Spdr Series Trust State Street Spd (KRE) | 0.0 | $348k | +39% | 5.3k | 65.15 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $348k | +10% | 510.00 | 681.66 |
|
| Uber Technologies (UBER) | 0.0 | $347k | +9% | 4.8k | 71.93 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $346k | 11k | 32.43 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $344k | +8% | 8.9k | 38.42 |
|
| Public Storage (PSA) | 0.0 | $342k | -4% | 1.3k | 270.88 |
|
| Monday SHS (MNDY) | 0.0 | $341k | 4.9k | 69.11 |
|
|
| Agnico (AEM) | 0.0 | $340k | 1.7k | 202.98 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $340k | +4% | 257.00 | 1320.83 |
|
| Consolidated Edison (ED) | 0.0 | $337k | 3.0k | 113.19 |
|
|
| Oneok (OKE) | 0.0 | $331k | 3.7k | 90.40 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $330k | 4.4k | 75.09 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $329k | 9.4k | 35.14 |
|
|
| Evergy (EVRG) | 0.0 | $328k | -7% | 4.0k | 81.92 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $326k | 1.6k | 197.71 |
|
|
| First Solar (FSLR) | 0.0 | $324k | -29% | 1.6k | 197.26 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $317k | NEW | 9.0k | 35.22 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $315k | 2.1k | 147.54 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $314k | -6% | 4.8k | 65.00 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $313k | NEW | 2.7k | 118.05 |
|
| Astrazeneca Ord (AZN) | 0.0 | $311k | NEW | 1.6k | 197.22 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $308k | 4.1k | 74.60 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $304k | 9.7k | 31.33 |
|
|
| Essex Property Trust (ESS) | 0.0 | $301k | 1.2k | 242.00 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $300k | 3.3k | 90.98 |
|
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $298k | 2.9k | 103.88 |
|
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.0 | $297k | 4.8k | 61.85 |
|
|
| General Motors Company (GM) | 0.0 | $292k | +12% | 3.9k | 74.50 |
|
| CSX Corporation (CSX) | 0.0 | $292k | 7.1k | 41.05 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $291k | 7.0k | 41.85 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $290k | +16% | 1.3k | 216.58 |
|
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $286k | +2% | 4.3k | 67.01 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $280k | 3.0k | 92.74 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $280k | 6.0k | 47.00 |
|
|
| Synopsys (SNPS) | 0.0 | $278k | 700.00 | 396.47 |
|
|
| Cme (CME) | 0.0 | $276k | +8% | 936.00 | 295.35 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $272k | +17% | 8.9k | 30.50 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $263k | -7% | 2.5k | 106.21 |
|
| Ishares Tr Europe Etf (IEV) | 0.0 | $263k | 3.9k | 67.94 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $259k | 3.5k | 73.14 |
|
|
| Rbc Cad (RY) | 0.0 | $257k | 1.6k | 161.78 |
|
|
| Teradyne (TER) | 0.0 | $246k | NEW | 828.00 | 296.46 |
|
| Suncor Energy (SU) | 0.0 | $244k | NEW | 3.7k | 66.11 |
|
| Bank of Marin Ban (BMRC) | 0.0 | $237k | 9.2k | 25.63 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $235k | 3.5k | 66.87 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $234k | -12% | 3.3k | 70.19 |
|
| State Street Corporation (STT) | 0.0 | $233k | +3% | 1.8k | 126.59 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $233k | +35% | 1.6k | 146.28 |
|
| Dover Corporation (DOV) | 0.0 | $232k | -29% | 1.1k | 208.45 |
|
| Ameriprise Financial (AMP) | 0.0 | $228k | 513.00 | 444.40 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $227k | -4% | 1.9k | 118.62 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $226k | -13% | 2.4k | 93.31 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $225k | 3.7k | 61.64 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $224k | -8% | 1.1k | 206.09 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $224k | 609.00 | 367.44 |
|
|
| Ford Motor Company (F) | 0.0 | $220k | +13% | 19k | 11.54 |
|
| Paychex (PAYX) | 0.0 | $219k | -4% | 2.4k | 92.12 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $219k | NEW | 725.00 | 302.20 |
|
| Becton, Dickinson and (BDX) | 0.0 | $219k | +6% | 1.4k | 157.23 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $219k | NEW | 1.6k | 132.50 |
|
| Rockwell Automation (ROK) | 0.0 | $218k | +17% | 608.00 | 358.68 |
|
| Brookfield Renewable Energy Partnership Unit (BEP) | 0.0 | $217k | NEW | 6.6k | 32.64 |
|
| American Tower Reit (AMT) | 0.0 | $216k | -34% | 1.3k | 172.63 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $215k | 8.0k | 26.91 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $214k | 381.00 | 561.89 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $211k | -6% | 3.0k | 70.36 |
|
| Aon Shs Cl A (AON) | 0.0 | $210k | +6% | 651.00 | 322.78 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $210k | 1.7k | 122.78 |
|
|
| Cibc Cad (CM) | 0.0 | $207k | NEW | 2.2k | 94.75 |
|
| Paccar (PCAR) | 0.0 | $205k | NEW | 1.8k | 115.50 |
|
| AmerisourceBergen (COR) | 0.0 | $205k | 651.00 | 314.25 |
|
|
| American Water Works (AWK) | 0.0 | $204k | NEW | 1.5k | 136.09 |
|
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.0 | $203k | -7% | 2.1k | 98.53 |
|
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.0 | $115k | 10k | 11.44 |
|
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $53k | 15k | 3.61 |
|
Past Filings by Kcm Investment Advisors
SEC 13F filings are viewable for Kcm Investment Advisors going back to 2010
- Kcm Investment Advisors 2026 Q1 filed May 15, 2026
- Kcm Investment Advisors 2025 Q4 filed Feb. 13, 2026
- Kcm Investment Advisors 2025 Q3 filed Nov. 12, 2025
- Kcm Investment Advisors 2025 Q2 filed Aug. 6, 2025
- Kcm Investment Advisors 2025 Q1 filed May 14, 2025
- Kcm Investment Advisors 2024 Q4 filed Feb. 13, 2025
- Kcm Investment Advisors 2024 Q3 filed Nov. 6, 2024
- Kcm Investment Advisors 2024 Q2 filed July 29, 2024
- Kcm Investment Advisors 2024 Q1 filed May 7, 2024
- 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