KCM Investment Advisors
Latest statistics and disclosures from Kcm Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XLK, AAPL, MSFT, COST, GOOGL, and represent 23.98% of Kcm Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VGT (+$65M), KLAC (+$39M), VUG, XLV, XLY, BKNG, SMH, XBI, HON, HONA.
- Started 29 new stock positions in FIDU, TFPM, LUV, REET, SPCX, FLEX, SNDK, DAL, D, OKTA.
- Reduced shares in these 10 stocks: , ABT, MCD, Honeywell International, AAPL, SOXX, , XLI, LBRDA, GPC.
- Sold out of its positions in AMT, AWK, COR, TEAM, BP, BDX, BLDR, CME, CTRA, XOM. Honeywell International, IDXX, PHO, SPLV, LBRDA, Masimo Corporation, PCAR, PLTR, SU, TM, DON, ZBH.
- Kcm Investment Advisors was a net buyer of stock by $97M.
- Kcm Investment Advisors has $3.4B in assets under management (AUM), dropping by 11.76%.
- Central Index Key (CIK): 0001109228
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Portfolio Holdings for Kcm Investment Advisors
Kcm Investment Advisors holds 400 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 7.7 | $258M | 1.4M | 190.52 |
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| Apple (AAPL) | 7.1 | $240M | 831k | 289.36 |
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| Microsoft Corporation (MSFT) | 3.2 | $109M | 292k | 373.02 |
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| Costco Wholesale Corporation (COST) | 3.1 | $104M | 111k | 935.47 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $96M | 268k | 357.37 |
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| Amazon (AMZN) | 2.3 | $79M | 330k | 238.34 |
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| NVIDIA Corporation (NVDA) | 2.2 | $75M | 373k | 200.09 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $75M | 228k | 327.33 |
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| Vanguard World Inf Tech Etf (VGT) | 2.2 | $74M | +708% | 618k | 119.52 |
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| Wal-Mart Stores (WMT) | 1.9 | $63M | 557k | 113.26 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 1.8 | $62M | +6% | 527k | 117.28 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 1.6 | $55M | +6% | 349k | 158.66 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 1.6 | $54M | 506k | 107.13 |
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| Caterpillar (CAT) | 1.6 | $53M | 50k | 1064.90 |
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| Chevron Corporation (CVX) | 1.5 | $52M | 312k | 165.76 |
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| Visa Com Cl A (V) | 1.5 | $52M | 150k | 343.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $51M | 144k | 353.33 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 1.5 | $49M | -3% | 264k | 185.23 |
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| Home Depot (HD) | 1.4 | $48M | 135k | 352.68 |
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| Johnson & Johnson (JNJ) | 1.4 | $48M | 188k | 253.97 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.4 | $47M | 869k | 53.61 |
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| Vanguard World Comm Srvc Etf (VOX) | 1.4 | $46M | 252k | 183.95 |
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| Trane Technologies SHS (TT) | 1.4 | $46M | 94k | 491.16 |
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| Kla Corp Com New (KLAC) | 1.3 | $43M | +859% | 143k | 301.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $43M | 58k | 736.40 |
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| Waste Management (WM) | 1.2 | $41M | 182k | 222.88 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $38M | 103k | 370.04 |
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| Vanguard World Consum Dis Etf (VCR) | 1.1 | $36M | +3% | 90k | 396.61 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 1.0 | $35M | +4% | 424k | 83.07 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.0 | $34M | 645k | 53.11 |
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| Automatic Data Processing (ADP) | 0.9 | $32M | -3% | 142k | 223.95 |
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| Amgen (AMGN) | 0.9 | $32M | 88k | 362.12 |
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| Vanguard World Industrial Etf (VIS) | 0.9 | $31M | 87k | 360.38 |
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| Applied Materials (AMAT) | 0.9 | $31M | 43k | 723.00 |
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| Nextera Energy (NEE) | 0.9 | $31M | 350k | 87.77 |
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| Eli Lilly & Co. (LLY) | 0.9 | $30M | 25k | 1199.44 |
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| Vertiv Holdings Com Cl A (VRT) | 0.8 | $28M | 85k | 334.82 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $28M | 38k | 746.76 |
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| Vanguard World Financials Etf (VFH) | 0.8 | $26M | +3% | 201k | 131.60 |
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| Procter & Gamble Company (PG) | 0.7 | $25M | -2% | 171k | 146.64 |
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| Blackstone Group Inc Com Cl A (BX) | 0.7 | $24M | 206k | 117.67 |
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| Broadcom (AVGO) | 0.7 | $23M | 62k | 377.75 |
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| Carlisle Companies (CSL) | 0.6 | $21M | 58k | 362.75 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.6 | $20M | -11% | 32k | 640.76 |
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| Abbvie (ABBV) | 0.6 | $19M | 76k | 251.64 |
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| Ecolab (ECL) | 0.6 | $19M | 68k | 278.61 |
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| Bank of America Corporation (BAC) | 0.5 | $18M | 314k | 56.98 |
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| Vanguard World Health Car Etf (VHT) | 0.5 | $17M | +6% | 57k | 299.01 |
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| McDonald's Corporation (MCD) | 0.5 | $16M | -20% | 60k | 270.31 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $16M | +10% | 25k | 655.90 |
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| Southern Copper Corporation (SCCO) | 0.5 | $16M | +3% | 89k | 174.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $15M | +2% | 30k | 500.39 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.4 | $14M | 93k | 152.18 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.4 | $14M | 300k | 45.34 |
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| Vanguard World Consum Stp Etf (VDC) | 0.4 | $13M | 58k | 225.49 |
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| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.4 | $13M | -2% | 11k | 1156.98 |
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| Danaher Corporation (DHR) | 0.4 | $12M | -3% | 63k | 190.48 |
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| Air Products & Chemicals (APD) | 0.3 | $12M | 39k | 293.18 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.3 | $12M | 226k | 50.83 |
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| Realty Income (O) | 0.3 | $12M | 185k | 61.96 |
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| Corning Incorporated (GLW) | 0.3 | $11M | -3% | 45k | 255.43 |
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| Cisco Systems (CSCO) | 0.3 | $11M | -2% | 97k | 117.46 |
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| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.3 | $11M | +9% | 94k | 115.98 |
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| Starbucks Corporation (SBUX) | 0.3 | $9.9M | 97k | 102.19 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $9.8M | 14k | 703.33 |
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| Verizon Communications (VZ) | 0.3 | $9.7M | 229k | 42.34 |
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| Vanguard World Materials Etf (VAW) | 0.3 | $8.9M | -8% | 39k | 228.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $8.9M | 12k | 748.88 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $8.6M | 93k | 92.27 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $8.2M | 53k | 156.30 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $8.1M | 84k | 96.43 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $8.1M | 29k | 280.00 |
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| Curtiss-Wright (CW) | 0.2 | $8.1M | +2% | 11k | 757.76 |
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| Lowe's Companies (LOW) | 0.2 | $7.7M | -5% | 35k | 220.49 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $7.5M | -5% | 69k | 109.77 |
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| Eaton Corp SHS (ETN) | 0.2 | $7.4M | 17k | 426.11 |
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| L3harris Technologies (LHX) | 0.2 | $7.3M | 25k | 290.59 |
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| Linde SHS (LIN) | 0.2 | $7.2M | 14k | 518.94 |
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| Vanguard World Energy Etf (VDE) | 0.2 | $7.1M | -4% | 47k | 150.13 |
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| Abbott Laboratories (ABT) | 0.2 | $7.0M | -40% | 77k | 90.74 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $6.9M | 35k | 195.73 |
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| General Dynamics Corporation (GD) | 0.2 | $6.9M | 20k | 354.23 |
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| Merck & Co (MRK) | 0.2 | $6.9M | 53k | 128.50 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $6.7M | 232k | 28.96 |
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| Goldman Sachs (GS) | 0.2 | $6.7M | 6.6k | 1011.39 |
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| Ross Stores (ROST) | 0.2 | $6.5M | 31k | 212.85 |
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| Fortinet (FTNT) | 0.2 | $6.4M | 42k | 153.62 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.2 | $6.3M | +7% | 143k | 44.03 |
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| Qualcomm (QCOM) | 0.2 | $6.1M | -3% | 33k | 184.79 |
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| Tesla Motors (TSLA) | 0.2 | $5.9M | 14k | 420.60 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $5.8M | +6% | 14k | 433.34 |
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| Chubb (CB) | 0.2 | $5.6M | 17k | 340.74 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $5.3M | 11k | 477.57 |
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| Public Service Enterprise (PEG) | 0.2 | $5.3M | 66k | 81.16 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.2 | $5.2M | 51k | 102.84 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $5.2M | 164k | 31.71 |
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| Travelers Companies (TRV) | 0.2 | $5.1M | -5% | 15k | 330.12 |
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| Deere & Company (DE) | 0.2 | $5.1M | 8.0k | 634.35 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.6M | +445% | 54k | 86.14 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.5M | 19k | 236.62 |
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| Cintas Corporation (CTAS) | 0.1 | $4.4M | -2% | 26k | 170.08 |
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| Genuine Parts Company (GPC) | 0.1 | $4.4M | -19% | 37k | 117.98 |
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| Colgate-Palmolive Company (CL) | 0.1 | $4.3M | -6% | 47k | 91.68 |
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| Coca-Cola Company (KO) | 0.1 | $4.2M | -3% | 52k | 81.27 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $3.9M | +3% | 63k | 62.89 |
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| Morgan Stanley Com New (MS) | 0.1 | $3.9M | 19k | 209.04 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $3.9M | 131k | 29.56 |
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| Oracle Corporation (ORCL) | 0.1 | $3.9M | +28% | 27k | 146.55 |
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| Meta Platforms Cl A (META) | 0.1 | $3.9M | -6% | 6.8k | 563.31 |
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| Cardinal Health (CAH) | 0.1 | $3.8M | -2% | 16k | 237.56 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.8M | 10k | 368.38 |
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| S&p Global (SPGI) | 0.1 | $3.8M | -8% | 9.2k | 407.26 |
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| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $3.7M | -7% | 33k | 110.85 |
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| Corcept Therapeutics Incorporated (CORT) | 0.1 | $3.6M | -12% | 41k | 86.95 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.1 | $3.6M | -2% | 57k | 62.21 |
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| AutoZone (AZO) | 0.1 | $3.6M | 1.1k | 3195.94 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $3.5M | 19k | 189.73 |
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| American Express Company (AXP) | 0.1 | $3.5M | 10k | 338.25 |
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| CVS Caremark Corporation (CVS) | 0.1 | $3.5M | +19% | 34k | 103.45 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $3.4M | -8% | 55k | 61.23 |
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| Southern Company (SO) | 0.1 | $3.3M | 35k | 95.71 |
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| Union Pacific Corporation (UNP) | 0.1 | $3.3M | -2% | 12k | 272.00 |
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| UnitedHealth (UNH) | 0.1 | $3.3M | -8% | 7.9k | 415.63 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $3.3M | 8.9k | 365.86 |
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| Allstate Corporation (ALL) | 0.1 | $3.1M | 13k | 237.94 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $3.1M | -2% | 21k | 146.11 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.0M | 39k | 77.11 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.9M | -14% | 36k | 82.64 |
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| Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $2.9M | 2.3k | 1254.50 |
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| Prologis (PLD) | 0.1 | $2.9M | 22k | 135.47 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.8M | -2% | 9.5k | 300.45 |
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| Nike CL B (NKE) | 0.1 | $2.8M | -10% | 69k | 41.05 |
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| Gilead Sciences (GILD) | 0.1 | $2.7M | 22k | 126.34 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.7M | -3% | 2.8k | 978.12 |
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| International Business Machines (IBM) | 0.1 | $2.7M | +2% | 9.7k | 281.20 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.7M | -7% | 36k | 75.79 |
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| Boeing Company (BA) | 0.1 | $2.7M | +3% | 13k | 216.47 |
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| Micron Technology (MU) | 0.1 | $2.7M | 2.3k | 1154.29 |
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| Iron Mountain (IRM) | 0.1 | $2.7M | 21k | 126.31 |
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| Ge Aerospace Com New (GE) | 0.1 | $2.6M | +14% | 7.1k | 373.71 |
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| Cadence Design Systems (CDNS) | 0.1 | $2.6M | -12% | 7.1k | 375.32 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $2.6M | -2% | 242k | 10.84 |
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| 3M Company (MMM) | 0.1 | $2.6M | 16k | 161.91 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.6M | 14k | 190.19 |
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| Clorox Company (CLX) | 0.1 | $2.6M | -7% | 27k | 95.44 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.6M | 5.1k | 501.36 |
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| PPL Corporation (PPL) | 0.1 | $2.5M | 69k | 36.35 |
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| Intel Corporation (INTC) | 0.1 | $2.5M | +24% | 18k | 139.63 |
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| Newmont Mining Corporation (NEM) | 0.1 | $2.5M | +8% | 26k | 93.40 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $2.3M | 64k | 36.87 |
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| Nucor Corporation (NUE) | 0.1 | $2.3M | -4% | 10k | 222.74 |
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| Walt Disney Company (DIS) | 0.1 | $2.3M | 24k | 96.25 |
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| O'reilly Automotive (ORLY) | 0.1 | $2.2M | -18% | 24k | 92.09 |
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| Booking Holdings (BKNG) | 0.1 | $2.2M | +2474% | 12k | 178.24 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.2M | -10% | 18k | 124.44 |
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| TJX Companies (TJX) | 0.1 | $2.1M | +15% | 14k | 151.50 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.1M | +27% | 72k | 29.43 |
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| Blackrock (BLK) | 0.1 | $2.1M | -2% | 2.2k | 961.56 |
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| FedEx Corporation (FDX) | 0.1 | $2.1M | -6% | 6.6k | 313.13 |
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| Marriott Intl Cl A (MAR) | 0.1 | $2.1M | 5.6k | 370.56 |
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| Illinois Tool Works (ITW) | 0.1 | $2.0M | -6% | 7.5k | 270.47 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $2.0M | +264% | 13k | 158.25 |
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| Crown Castle Intl (CCI) | 0.1 | $2.0M | +4% | 27k | 75.73 |
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| Wec Energy Group (WEC) | 0.1 | $1.9M | 17k | 116.77 |
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| Spdr Series Trust St Str Nyse Tech (XNTK) | 0.1 | $1.9M | 5.0k | 390.67 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.9M | -2% | 7.4k | 255.67 |
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| Pepsi (PEP) | 0.1 | $1.9M | 14k | 135.40 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.9M | -3% | 3.7k | 509.41 |
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| Williams Companies (WMB) | 0.1 | $1.9M | 25k | 74.34 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $1.9M | 12k | 156.97 |
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| Roper Industries (ROP) | 0.1 | $1.9M | -11% | 5.5k | 338.39 |
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| Anthem (ELV) | 0.1 | $1.8M | -4% | 4.8k | 386.71 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.8M | -9% | 8.4k | 219.43 |
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| Ge Vernova (GEV) | 0.1 | $1.8M | 1.6k | 1174.86 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $1.8M | 17k | 107.50 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.8M | 11k | 158.03 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.8M | -6% | 6.8k | 260.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.8M | +11% | 2.6k | 686.78 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.7M | +259% | 14k | 124.17 |
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| Jabil Circuit (JBL) | 0.1 | $1.7M | 4.5k | 385.48 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $1.7M | 3.3k | 522.39 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $1.7M | 17k | 96.32 |
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| Emerson Electric (EMR) | 0.0 | $1.7M | 12k | 143.15 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.6M | +20% | 19k | 85.49 |
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| Omni (OMC) | 0.0 | $1.6M | 22k | 72.83 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.5M | 2.6k | 580.91 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.5M | -2% | 2.9k | 513.62 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.5M | -11% | 21k | 71.25 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $1.5M | -2% | 4.1k | 354.57 |
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| Unilever Spon Adr New (UL) | 0.0 | $1.5M | 24k | 60.12 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $1.5M | -3% | 29k | 50.42 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.4M | +6% | 43k | 33.84 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $1.4M | -5% | 11k | 127.51 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.4M | 9.1k | 156.72 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.4M | 6.7k | 212.77 |
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| Honeywell International (HON) | 0.0 | $1.4M | NEW | 6.3k | 223.89 |
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| Honeywell Aerospace (HONA) | 0.0 | $1.4M | NEW | 6.3k | 221.08 |
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| Metropcs Communications (TMUS) | 0.0 | $1.3M | +10% | 7.9k | 167.73 |
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| Kroger (KR) | 0.0 | $1.3M | -2% | 24k | 55.53 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $1.3M | 43k | 31.10 |
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| Ishares Tr Global 100 Etf (IOO) | 0.0 | $1.3M | 9.7k | 136.60 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.3M | 23k | 57.62 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $1.3M | +54% | 15k | 90.60 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.2M | +105% | 2.5k | 496.73 |
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| Cummins (CMI) | 0.0 | $1.2M | -7% | 1.7k | 713.13 |
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| Sherwin-Williams Company (SHW) | 0.0 | $1.2M | -5% | 3.6k | 344.32 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $1.2M | -3% | 9.6k | 126.58 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $1.2M | 1.2k | 965.00 |
|
|
| Pfizer (PFE) | 0.0 | $1.2M | -5% | 50k | 24.08 |
|
| Ishares Tr Global Finls Etf (IXG) | 0.0 | $1.2M | +46% | 9.5k | 124.50 |
|
| McKesson Corporation (MCK) | 0.0 | $1.2M | +5% | 1.6k | 755.60 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.2M | NEW | 12k | 96.58 |
|
| Medtronic SHS (MDT) | 0.0 | $1.1M | -3% | 14k | 78.23 |
|
| salesforce (CRM) | 0.0 | $1.1M | -3% | 7.0k | 156.66 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.1M | 3.7k | 298.05 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $1.1M | 8.6k | 126.00 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.1M | 14k | 75.51 |
|
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.0 | $1.0M | 9.6k | 107.35 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $1.0M | +2% | 37k | 27.70 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $1.0M | 10k | 103.22 |
|
|
| Citigroup Com New (C) | 0.0 | $1.0M | 7.3k | 139.96 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $1.0M | 9.0k | 112.32 |
|
|
| Western Digital (WDC) | 0.0 | $1.0M | +21% | 1.6k | 638.64 |
|
| Echostar Corp Cl A | 0.0 | $972k | NEW | 9.6k | 101.50 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $922k | 1.2k | 763.14 |
|
|
| At&t (T) | 0.0 | $904k | 44k | 20.70 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $899k | 11k | 83.58 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $874k | -2% | 9.7k | 90.49 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $874k | 46k | 19.12 |
|
|
| American Electric Power Company (AEP) | 0.0 | $863k | -5% | 6.3k | 136.80 |
|
| Spdr Series Trust St Str Sp Aero (XAR) | 0.0 | $861k | +22% | 3.0k | 283.83 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $853k | 23k | 36.73 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $842k | 2.9k | 285.58 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $832k | +20% | 3.2k | 260.36 |
|
| Phillips 66 (PSX) | 0.0 | $831k | -2% | 4.9k | 169.04 |
|
| Keysight Technologies (KEYS) | 0.0 | $825k | 2.4k | 350.07 |
|
|
| ConocoPhillips (COP) | 0.0 | $823k | 7.9k | 103.97 |
|
|
| Philip Morris International (PM) | 0.0 | $819k | 4.5k | 180.92 |
|
|
| Altria (MO) | 0.0 | $810k | -3% | 11k | 71.95 |
|
| Palo Alto Networks (PANW) | 0.0 | $801k | -3% | 2.4k | 341.02 |
|
| Carrier Global Corporation (CARR) | 0.0 | $801k | +41% | 11k | 73.35 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $798k | 5.5k | 144.48 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $784k | 21k | 36.76 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $738k | 5.5k | 135.03 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $736k | -10% | 12k | 60.40 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $735k | +12% | 7.1k | 103.88 |
|
| Netflix (NFLX) | 0.0 | $720k | +7% | 10k | 71.40 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $710k | 1.8k | 397.68 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $688k | 5.2k | 132.82 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $688k | +31% | 29k | 23.71 |
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.0 | $681k | +9% | 3.6k | 191.75 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $662k | +3% | 2.2k | 303.10 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $656k | +52% | 14k | 47.74 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $652k | 3.7k | 176.32 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $647k | 468.00 | 1382.36 |
|
|
| Lumentum Hldgs (LITE) | 0.0 | $638k | +2% | 743.00 | 858.06 |
|
| Simon Property (SPG) | 0.0 | $637k | NEW | 2.8k | 223.65 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $632k | +2% | 1.3k | 490.56 |
|
| Target Corporation (TGT) | 0.0 | $631k | -7% | 4.8k | 130.61 |
|
| Verisk Analytics (VRSK) | 0.0 | $608k | -5% | 3.4k | 179.53 |
|
| Biogen Idec (BIIB) | 0.0 | $605k | 2.8k | 216.06 |
|
|
| Progressive Corporation (PGR) | 0.0 | $599k | +8% | 2.7k | 218.45 |
|
| AFLAC Incorporated (AFL) | 0.0 | $599k | 5.1k | 117.24 |
|
|
| Appfolio Com Cl A (APPF) | 0.0 | $596k | 3.7k | 160.35 |
|
|
| Xcel Energy (XEL) | 0.0 | $595k | 7.4k | 80.30 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $570k | -58% | 2.8k | 205.02 |
|
| Analog Devices (ADI) | 0.0 | $570k | 1.4k | 397.17 |
|
|
| Fastenal Company (FAST) | 0.0 | $568k | 12k | 48.03 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $562k | 18k | 30.49 |
|
|
| Cigna Corp (CI) | 0.0 | $561k | -4% | 2.0k | 275.68 |
|
| Eversource Energy (ES) | 0.0 | $557k | 7.7k | 72.27 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $551k | +7% | 277.00 | 1989.44 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $535k | 3.7k | 144.61 |
|
|
| Stryker Corporation (SYK) | 0.0 | $528k | -11% | 1.7k | 314.88 |
|
| Capital One Financial (COF) | 0.0 | $523k | 2.6k | 200.62 |
|
|
| Hubbell (HUBB) | 0.0 | $523k | 1.0k | 523.20 |
|
|
| Sempra Energy (SRE) | 0.0 | $523k | 5.6k | 92.71 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $519k | -2% | 3.5k | 148.31 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $517k | -7% | 2.6k | 201.61 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $511k | 7.4k | 69.48 |
|
|
| Kinder Morgan (KMI) | 0.0 | $505k | -5% | 16k | 31.97 |
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.0 | $503k | +6% | 5.1k | 98.68 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $500k | NEW | 3.3k | 151.00 |
|
| Norfolk Southern (NSC) | 0.0 | $494k | 1.6k | 314.62 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $485k | 9.2k | 52.76 |
|
|
| PNC Financial Services (PNC) | 0.0 | $481k | 2.0k | 246.22 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $477k | 2.7k | 179.58 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $471k | 4.8k | 98.38 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $466k | 2.1k | 217.91 |
|
|
| Servicenow (NOW) | 0.0 | $464k | 4.7k | 99.28 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $463k | 8.6k | 54.03 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $461k | 4.4k | 104.93 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $454k | 2.0k | 227.06 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $452k | +4% | 5.9k | 76.40 |
|
| Public Storage (PSA) | 0.0 | $441k | +9% | 1.4k | 318.31 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $441k | NEW | 12k | 36.13 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $434k | 1.9k | 226.81 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $433k | +3% | 1.6k | 268.14 |
|
| Xylem (XYL) | 0.0 | $432k | -12% | 3.7k | 118.21 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $423k | -25% | 3.0k | 141.89 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $420k | -26% | 17k | 24.55 |
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $419k | NEW | 2.1k | 200.50 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $417k | 3.6k | 117.50 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $414k | 1.0k | 409.50 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $414k | NEW | 182.00 | 2273.73 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $413k | 11k | 38.06 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $402k | NEW | 8.9k | 45.11 |
|
| Teradyne (TER) | 0.0 | $401k | 828.00 | 483.84 |
|
|
| Spdr Series Trust St Str Sp Regbnk (KRE) | 0.0 | $400k | 5.3k | 74.85 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $399k | -2% | 9.4k | 42.68 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $398k | NEW | 2.3k | 170.86 |
|
| Shell Spon Ads (SHEL) | 0.0 | $397k | 5.1k | 77.55 |
|
|
| First Solar (FSLR) | 0.0 | $387k | 1.6k | 235.96 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $386k | 4.4k | 88.54 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $385k | 7.0k | 55.33 |
|
|
| Enbridge (ENB) | 0.0 | $381k | 7.0k | 54.21 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $374k | 7.6k | 49.41 |
|
|
| Triple Flag Precious Metals (TFPM) | 0.0 | $371k | NEW | 12k | 29.97 |
|
| Kkr & Co (KKR) | 0.0 | $366k | -6% | 4.0k | 91.78 |
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $364k | 7.7k | 47.30 |
|
|
| Essex Property Trust (ESS) | 0.0 | $363k | 1.2k | 291.59 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $361k | +10% | 2.5k | 146.19 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $360k | -26% | 3.0k | 118.99 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $358k | 4.1k | 86.74 |
|
|
| Monday SHS (MNDY) | 0.0 | $357k | 4.9k | 72.39 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $356k | 2.1k | 166.65 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $350k | 9.7k | 36.06 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $348k | -6% | 3.1k | 114.18 |
|
| Bwx Technologies (BWXT) | 0.0 | $348k | 1.8k | 194.65 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $343k | -8% | 1.5k | 226.97 |
|
| Evergy (EVRG) | 0.0 | $341k | 3.9k | 86.43 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $339k | +103% | 4.2k | 80.57 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $338k | 8.9k | 38.23 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $334k | +12% | 10k | 33.29 |
|
| CSX Corporation (CSX) | 0.0 | $330k | -2% | 6.9k | 47.53 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $329k | -6% | 5.7k | 57.84 |
|
| Consolidated Edison (ED) | 0.0 | $329k | 3.0k | 110.64 |
|
|
| Rbc Cad (RY) | 0.0 | $329k | 1.6k | 206.97 |
|
|
| EQT Corporation (EQT) | 0.0 | $321k | 6.0k | 53.17 |
|
|
| Uber Technologies (UBER) | 0.0 | $317k | -9% | 4.4k | 72.16 |
|
| Oneok (OKE) | 0.0 | $317k | 3.6k | 86.93 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $315k | +34% | 6.5k | 48.57 |
|
| Synopsys (SNPS) | 0.0 | $315k | 706.00 | 446.06 |
|
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $314k | 2.9k | 109.35 |
|
|
| Southwest Airlines (LUV) | 0.0 | $313k | NEW | 6.1k | 51.42 |
|
| Nrg Energy Com New (NRG) | 0.0 | $308k | -30% | 2.1k | 146.06 |
|
| Flex Ord (FLEX) | 0.0 | $307k | NEW | 1.9k | 162.07 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $305k | 2.5k | 123.44 |
|
|
| State Street Corporation (STT) | 0.0 | $303k | -2% | 1.8k | 169.64 |
|
| Astrazeneca Ord (AZN) | 0.0 | $299k | 1.6k | 189.62 |
|
|
| United Rentals (URI) | 0.0 | $298k | NEW | 263.00 | 1132.89 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $296k | +2% | 1.7k | 169.88 |
|
| Rockwell Automation (ROK) | 0.0 | $296k | 598.00 | 494.80 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $294k | 2.4k | 121.43 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $291k | 3.0k | 96.46 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $290k | -26% | 5.5k | 53.19 |
|
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $288k | 4.3k | 67.53 |
|
|
| Ishares Tr Europe Etf (IEV) | 0.0 | $282k | 3.9k | 72.85 |
|
|
| Hershey Company (HSY) | 0.0 | $279k | -11% | 1.6k | 175.45 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $276k | +13% | 4.4k | 62.63 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $275k | NEW | 1.7k | 163.58 |
|
| General Motors Company (GM) | 0.0 | $271k | -10% | 3.5k | 77.08 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $271k | -11% | 1.2k | 229.57 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $268k | +400% | 3.0k | 87.91 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $265k | 725.00 | 365.64 |
|
|
| Agnico (AEM) | 0.0 | $264k | 1.7k | 155.13 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $263k | -15% | 7.5k | 34.81 |
|
| Intuit (INTU) | 0.0 | $262k | +17% | 1.0k | 260.91 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $259k | 509.00 | 508.92 |
|
|
| Bank of Marin Ban (BMRC) | 0.0 | $256k | 9.2k | 27.70 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $256k | 3.3k | 77.76 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $255k | 3.3k | 76.55 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $253k | NEW | 6.1k | 41.32 |
|
| Cibc Cad (CM) | 0.0 | $251k | 2.2k | 115.00 |
|
|
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.0 | $251k | 2.1k | 122.01 |
|
|
| Dover Corporation (DOV) | 0.0 | $250k | 1.1k | 224.28 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $245k | 3.7k | 67.01 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $244k | 1.6k | 147.73 |
|
|
| Paychex (PAYX) | 0.0 | $234k | 2.4k | 98.33 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $232k | 3.0k | 77.25 |
|
|
| Dominion Resources (D) | 0.0 | $232k | NEW | 3.4k | 68.29 |
|
| Brookfield Renewable Energy Partnership Unit (BEP) | 0.0 | $231k | 6.6k | 34.73 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $231k | 503.00 | 458.76 |
|
|
| Ford Motor Company (F) | 0.0 | $227k | -14% | 16k | 13.90 |
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $225k | NEW | 575.00 | 391.45 |
|
| Edwards Lifesciences (EW) | 0.0 | $224k | NEW | 2.5k | 90.46 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $223k | 8.0k | 27.88 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $218k | 1.9k | 114.18 |
|
|
| Okta Cl A (OKTA) | 0.0 | $217k | NEW | 1.6k | 136.45 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $216k | NEW | 2.2k | 99.61 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $211k | NEW | 2.3k | 93.66 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $210k | NEW | 1.3k | 164.27 |
|
| Quanta Services (PWR) | 0.0 | $210k | NEW | 291.00 | 720.04 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $209k | NEW | 3.2k | 64.50 |
|
| Aon Shs Cl A (AON) | 0.0 | $205k | -5% | 618.00 | 331.69 |
|
| Charles River Laboratories (CRL) | 0.0 | $204k | NEW | 899.00 | 226.79 |
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $201k | NEW | 7.3k | 27.62 |
|
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.0 | $121k | 10k | 12.00 |
|
|
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $64k | NEW | 11k | 5.78 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $59k | 15k | 4.04 |
|
Past Filings by Kcm Investment Advisors
SEC 13F filings are viewable for Kcm Investment Advisors going back to 2010
- Kcm Investment Advisors 2026 Q2 filed Aug. 14, 2026
- 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