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CIK: 0001109228
Total reported value
$3.4B
$3.4B
367 檔
21.0%
During the Q4 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 367 reported positions.
In Q4 2024, Kcm Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 113 positions and completely liquidating 22 holdings to manage risk exposure.
Showing top 200 holdings (of 367 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.94% | +0.07% | -1.01% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 5.55% | +1.72% | -1.72% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.50% | -0.32% | -1.84% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.79% | -0.63% | -1.40% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | +0.07% | +1.25% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.22% | +0.02% | -0.39% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.15% | -0.22% | +0.58% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.85% | +0.26% | +0.28% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 1.83% | -0.04% | -1.16% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.82% | -0.43% | -0.39% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.78% | +0.08% | -0.55% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.75% | +0.05% | -3.55% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.75% | -0.07% | -0.15% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.75% | +0.01% | -0.29% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.67% | -0.62% | +0.11% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.55% | +0.42% | -8.78% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.52% | +0.06% | +0.48% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | +0.02% | +1.28% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.47% | -0.03% | +0.31% | |
| 20 | VFH | Vanguard Financials ETF | ETF-Other | 1.39% | — | -4.68% | |
| 21 | VOX | Vanguard Communication Servi | ETF-Other | 1.36% | -0.10% | -5.28% | |
| 22 | WM | Waste Management Inc | Stock-Industrials | 1.36% | -0.20% | -0.15% | |
| 23 | TT | Trane Technologies plc | Stock-Industrials | 1.29% | +0.06% | -0.48% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.10% | -1.44% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 1.20% | -0.08% | +5.57% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 1.15% | -0.02% | -1.57% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.14% | -0.06% | -2.39% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.09% | -5.29% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 1.04% | -0.29% | -0.46% | |
| 30 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.04% | +0.03% | -0.71% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.14% | -3.23% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | +0.12% | -1.97% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | +0.04% | -6.97% | |
| 34 | VHT | Vanguard Health Care ETF | ETF-Other | 0.92% | +0.03% | -0.40% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.88% | -0.18% | -1.18% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.82% | -0.08% | -0.39% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.79% | -0.30% | +1.32% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.14% | -0.13% | |
| 39 | VIS | Vanguard Industrials ETF | ETF-Other | 0.73% | +0.03% | +0.47% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.41% | -0.36% | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.63% | -0.05% | -10.28% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.61% | -0.04% | -2.78% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.01% | -4.39% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.05% | -8.38% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.23% | -1.04% | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.50% | -0.01% | -16.93% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.02% | -0.91% | |
| 48 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.47% | -0.06% | -3.90% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.02% | +0.17% | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.45% | -0.04% | -1.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | -1.01% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.5% | +1.25% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.28% | Add |
| 4 | V | Visa Inc-class A Shares | +0.3% | -0.29% | Trim |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | +1.28% | Add |
| 6 | BX | Blackstone Inc | +0.2% | +5.57% | Add |
| 7 | WMT | Walmart Inc | +0.2% | -0.39% | Trim |
| 8 | NVDA | Nvidia CORP | +0.2% | -0.55% | Trim |
| 9 | XLC | Ss Comm Select Sector Spdr | +0.2% | +0.58% | Add |
| 10 | XLY | Ss Consumer Disc Select Sect | +0.2% | -3.55% | Trim |
| 11 | XLK | Ss Technology Select Sector | +0.2% | -1.72% | Trim |
| 12 | COST | Costco Wholesale CORP | +0.1% | -1.40% | Trim |
| 13 | AVGO | Broadcom Inc | +0.1% | -8.38% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -1.97% | Trim |
| 15 | XLF | Ss Financial Select Sector | +0.1% | +0.31% | Add |
| 16 | VCR | Vanguard Consumer Discre ETF | +0.1% | -0.71% | Trim |
| 17 | ADP | Automatic Data Processing | +0.1% | -1.16% | Trim |
| 18 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.39% | Trim |
| 20 | VRT | Vertiv Holdings Co-a | +0.1% | +52.56% | Add |
| 21 | TSLA | Tesla Inc | +0.1% | -9.17% | Trim |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.13% | Trim |
| 23 | VFH | Vanguard Financials ETF | +0.1% | -4.68% | Trim |
| 24 | LULU | Lululemon Athletica Inc | 0% | +1.19% | Add |
| 25 | BAC | Bank Of America CORP | 0% | -4.39% | Trim |
| 26 | TRV | Travelers Cos Inc/the | 0% | +16.94% | Add |
| 27 | VOX | Vanguard Communication Servi | 0% | -5.28% | Trim |
| 28 | ISRG | Intuitive Surgical Inc | 0% | +84.06% | Add |
| 29 | SCHW | Schwab (charles) CORP | 0% | -1.13% | Trim |
| 30 | IWM | Ishares Russell 2000 ETF | 0% | +76.16% | Add |
| 31 | CRM | Salesforce Inc | 0% | -2.95% | Trim |
| 32 | WFC | Wells Fargo & Co | 0% | +6.16% | Add |
| 33 | IBIT | Ishares Bitcoin Trust ETF | 0% | NEW | New buy |
| 34 | FTNT | Fortinet Inc | 0% | -2.50% | Trim |
| 35 | GS | Goldman Sachs Group Inc | 0% | +2.54% | Add |
| 36 | CSCO | Cisco Systems Inc | 0% | -0.73% | Trim |
| 37 | COIN | Coinbase Global Inc -class A | 0% | NEW | New buy |
| 38 | FDIS | Fidelity Msci Cons Discr Ind | 0% | — | Unchanged |
| 39 | BKNG | Booking Holdings Inc | 0% | +6.78% | Add |
| 40 | SOXX | Ishares Semiconductor ETF | 0% | +109.31% | Add |
| 41 | VUG | Vanguard Growth ETF | 0% | +1.58% | Add |
| 42 | T | At&t Inc | 0% | +32.90% | Add |
| 43 | DDOG | Datadog Inc - Class A | 0% | NEW | New buy |
| 44 | GLW | Corning Inc | 0% | +9.93% | Add |
| 45 | KRE | Ss Spdr S&p Regional Bank | 0% | NEW | New buy |
| 46 | IAT | Ishares US Regional Banks Et | 0% | +4.76% | Add |
| 47 | TEAM | Atlassian Corp-cl A | 0% | -13.33% | Trim |
| 48 | MS | Morgan Stanley | 0% | -9.10% | Trim |
| 49 | OKE | Oneok Inc | 0% | +90.71% | Add |
| 50 | GEV | GE Vernova Inc | 0% | +63.22% | Add |
According to official SEC Form 13F filings, Kcm Investment Advisors LLC reported a total U.S. public equity portfolio value of $3.4B across 367 disclosed positions in Q4 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 21.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $2.5M
Top Position Liquidated / Trimmed
FIDU
前期市值: $1.6M
During Q4 2024, Kcm Investment Advisors LLC's top holdings by market value included AAPL (7.9%)、XLK (5.5%)、MSFT (4.5%). The largest single position, AAPL, represented 7.9% of total portfolio value.
In Q4 2024, Kcm Investment Advisors LLC made 199 total portfolio adjustments, initiating 15 new buys, adding to 49 positions, trimming 113 holdings, and fully liquidating 22 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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