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CIK: 0001109228
Total reported value
$3.4B
$3.4B
376 檔
17.7%
During the Q1 2024 filing period, Kcm Investment Advisors LLC (CIK: 0001109228) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.4B across 376 reported positions.
During Q1 2024, Kcm Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 376 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.01% | +0.07% | -0.14% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 5.40% | +1.72% | -3.25% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.97% | -0.32% | -0.70% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.36% | -0.63% | -1.17% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | +0.07% | +1.70% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.13% | +0.02% | -0.34% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 1.93% | -0.62% | +2.53% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.92% | -0.22% | +3.58% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.87% | -0.07% | -0.33% | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 1.72% | -0.04% | -0.39% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 1.70% | +0.06% | -1.47% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.68% | +0.01% | +0.62% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.57% | +0.42% | +0.52% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.26% | +3.39% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 1.55% | -0.20% | -0.88% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.52% | +0.05% | +0.64% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.38% | -0.09% | -0.60% | |
| 18 | VFH | Vanguard Financials ETF | ETF-Other | 1.35% | — | +3.89% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | -0.10% | -1.22% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.33% | -0.03% | +8.93% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.08% | -10.51% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.30% | -0.43% | +212.78% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | +0.02% | +3.11% | |
| 24 | VOX | Vanguard Communication Servi | ETF-Other | 1.22% | -0.10% | +1.58% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 1.22% | -0.29% | +1.99% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 1.18% | -0.02% | -0.66% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.18% | -0.06% | +8.87% | |
| 28 | TT | Trane Technologies plc | Stock-Industrials | 1.14% | +0.06% | -1.01% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.10% | +0.14% | -0.11% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-Other | 1.05% | +0.03% | +1.28% | |
| 31 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.98% | +0.03% | +2.60% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.96% | -0.08% | +0.38% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.04% | -0.78% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.12% | +2.83% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.87% | -0.18% | -0.17% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.84% | -0.05% | -1.01% | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.82% | -0.01% | -0.11% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.30% | -1.07% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.79% | -0.08% | +126.61% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | +0.41% | -0.82% | |
| 41 | VIS | Vanguard Industrials ETF | ETF-Other | 0.74% | +0.03% | +0.46% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.68% | -0.04% | -1.26% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.14% | +2.72% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.23% | -0.78% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.61% | +0.01% | -10.67% | |
| 46 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.60% | -0.06% | -14.59% | |
| 47 | CCI | Crown Castle Inc | Stock-Real Estate | 0.58% | -0.01% | -3.33% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.02% | +0.14% | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.49% | -0.05% | -3.20% | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.49% | — | -1.55% |
According to official SEC Form 13F filings, Kcm Investment Advisors LLC reported a total U.S. public equity portfolio value of $3.4B across 376 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, XLK, MSFT) accounted for 17.7% of total reported equity market value during Q1 2024.
During Q1 2024, Kcm Investment Advisors LLC's top holdings by market value included AAPL (6.0%)、XLK (5.4%)、MSFT (5.0%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q1 2024, Kcm Investment Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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