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CIK: 0001109228
Total reported value
$3.4B
$3.4B
373 檔
20.3%
The Q3 2024 SEC filing reveals that Kcm Investment Advisors LLC held a total portfolio value of $3.4B, covering 373 public equity positions.
Kcm Investment Advisors LLC executed strategic sector rebalancing during Q3 2024, establishing 14 new positions while fully exiting 8 holdings and trimming 94 positions.
Showing top 200 holdings (of 373 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.33% | +0.07% | -1.39% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 5.39% | +1.72% | +0.53% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.60% | -0.32% | -0.45% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.65% | -0.63% | -2.07% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.13% | +0.02% | +0.08% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | +0.07% | -0.46% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.97% | -0.22% | -0.04% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 1.79% | -0.07% | -1.43% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 1.72% | -0.04% | -1.50% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 1.67% | +0.06% | +1.22% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.67% | -0.62% | -0.97% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.61% | -0.43% | -1.10% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.59% | +0.05% | +1.62% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.08% | -1.01% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.26% | -0.46% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.58% | +0.42% | -2.30% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | +0.01% | -0.36% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.37% | -0.20% | -1.41% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.35% | -0.03% | +0.59% | |
| 20 | TT | Trane Technologies plc | Stock-Industrials | 1.34% | +0.06% | -1.52% | |
| 21 | VFH | Vanguard Financials ETF | ETF-Other | 1.34% | — | +0.48% | |
| 22 | VOX | Vanguard Communication Servi | ETF-Other | 1.32% | -0.10% | +3.69% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.27% | -0.10% | -2.23% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | +0.02% | -0.14% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | -0.09% | -4.25% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.21% | -0.06% | +2.31% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 1.18% | -0.02% | +0.60% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | +0.14% | +1.03% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 1.06% | -0.29% | -0.34% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.03% | -0.18% | -2.66% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-Other | 1.01% | +0.03% | +0.51% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 1.00% | -0.08% | -0.71% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.99% | -0.08% | +2.12% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | +0.04% | +0.81% | |
| 35 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.93% | +0.03% | +0.17% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.12% | +0.91% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.84% | -0.05% | -1.24% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | -0.30% | -0.72% | |
| 39 | VIS | Vanguard Industrials ETF | ETF-Other | 0.73% | +0.03% | +1.55% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.41% | -0.93% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.14% | +1.49% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.67% | -0.04% | -1.46% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.64% | -0.01% | -3.73% | |
| 44 | CCI | Crown Castle Inc | Stock-Real Estate | 0.57% | -0.01% | -1.22% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.23% | -1.32% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | +0.01% | -2.44% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.02% | +1.26% | |
| 48 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.52% | -0.06% | +1.26% | |
| 49 | O | Realty Income CORP | Stock-Real Estate | 0.47% | -0.04% | +0.48% | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.46% | -0.04% | -0.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LH | Labcorp Holdings Inc | +0.3% | NEW | New buy |
| 2 | AAPL | Apple Inc | +0.2% | -1.39% | Trim |
| 3 | WMT | Walmart Inc | +0.2% | -1.10% | Trim |
| 4 | BX | Blackstone Inc | +0.2% | +2.12% | Add |
| 5 | HD | Home Depot Inc | +0.2% | -1.43% | Trim |
| 6 | ADP | Automatic Data Processing | +0.1% | -1.50% | Trim |
| 7 | TT | Trane Technologies plc | +0.1% | -1.52% | Trim |
| 8 | NEE | Nextera Energy Inc | +0.1% | -2.66% | Trim |
| 9 | MCD | Mcdonald's CORP | +0.1% | -0.72% | Trim |
| 10 | XLY | Ss Consumer Disc Select Sect | +0.1% | +1.62% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | -0.93% | Trim |
| 12 | SBUX | Starbucks CORP | +0.1% | -0.94% | Trim |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +12.86% | Add |
| 14 | XLF | Ss Financial Select Sector | +0.1% | +0.59% | Add |
| 15 | VFH | Vanguard Financials ETF | +0.1% | +0.48% | Add |
| 16 | XLI | Ss Industrial Select Sector | +0.1% | +0.60% | Add |
| 17 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +2.31% | Add |
| 18 | CCI | Crown Castle Inc | +0.1% | -1.22% | Trim |
| 19 | O | Realty Income CORP | +0.1% | +0.48% | Add |
| 20 | LOW | Lowe's Cos Inc | +0.1% | -0.20% | Trim |
| 21 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 22 | ABBV | Abbvie Inc | +0.1% | +1.26% | Add |
| 23 | EIX | Edison International | +0.1% | -1.55% | Trim |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | +3.84% | Add |
| 25 | LHX | L3harris Technologies Inc | +0.1% | +43.77% | Add |
| 26 | VIS | Vanguard Industrials ETF | 0% | +1.55% | Add |
| 27 | ACN | Accenture plc | 0% | +3.29% | Add |
| 28 | VOX | Vanguard Communication Servi | 0% | +3.69% | Add |
| 29 | DHR | Danaher CORP | 0% | -1.24% | Trim |
| 30 | APD | Air Products & Chemicals Inc | 0% | -0.97% | Trim |
| 31 | VNQ | Vanguard Real Estate ETF | 0% | +0.47% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.37% | Trim |
| 33 | SDY | Ss Spdr S&p Dividend ETF | 0% | -0.16% | Trim |
| 34 | NKE | Nike Inc -cl B | 0% | -3.93% | Trim |
| 35 | TRV | Travelers Cos Inc/the | 0% | +24.71% | Add |
| 36 | VPU | Vanguard Utilities ETF | 0% | +5.93% | Add |
| 37 | CB | Chubb Limited | 0% | +18.35% | Add |
| 38 | TSLA | Tesla Inc | 0% | -2.36% | Trim |
| 39 | XLRE | Ss Real Estate Select Sector | 0% | +9.29% | Add |
| 40 | XLV | Ss Health Care Select Sector | 0% | +1.22% | Add |
| 41 | VCR | Vanguard Consumer Discre ETF | 0% | +0.17% | Add |
| 42 | WFC 7.5 PERP LBond | Wells Fargo & Company | 0% | +1.26% | Add |
| 43 | CLX | Clorox Company | 0% | -0.10% | Trim |
| 44 | CTAS | Cintas CORP | 0% | +301.95% | Add |
| 45 | VDC | Vanguard Consumer Staple ETF | 0% | +1.56% | Add |
| 46 | SPGI | S&p Global Inc | 0% | +1.43% | Add |
| 47 | LIN | Linde plc | 0% | +6.61% | Add |
| 48 | PEG | Public Service Enterprise Gp | 0% | -3.10% | Trim |
| 49 | CORT | Corcept Therapeutics Inc | 0% | — | Unchanged |
| 50 | MMM | 3m Co | 0% | -2.38% | Trim |
According to official SEC Form 13F filings, Kcm Investment Advisors LLC reported a total U.S. public equity portfolio value of $3.4B across 373 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, XLK, MSFT) accounted for 20.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
LH
市值: $7.4M
Top Position Liquidated / Trimmed
TEL
前期市值: $1.9M
During Q3 2024, Kcm Investment Advisors LLC's top holdings by market value included AAPL (7.3%)、XLK (5.4%)、MSFT (4.6%). The largest single position, AAPL, represented 7.3% of total portfolio value.
In Q3 2024, Kcm Investment Advisors LLC made 195 total portfolio adjustments, initiating 14 new buys, adding to 79 positions, trimming 94 holdings, and fully liquidating 8 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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