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CIK: 0001109228
Total reported value
$3.4B
$3.4B
362 檔
18.9%
At the close of Q1 2025, Kcm Investment Advisors LLC disclosed equity holdings valued at approximately $3.4B, spread across 362 reported holdings.
In Q1 2025, Kcm Investment Advisors LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 362 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.15% | +0.07% | -2.53% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 5.28% | +1.72% | +2.74% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.10% | -0.32% | -1.92% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.98% | -0.63% | -2.25% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.34% | -0.22% | +4.54% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.07% | -1.17% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.19% | +0.02% | +0.17% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.96% | +0.01% | -2.86% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.95% | -0.62% | -2.93% | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 1.94% | -0.04% | -2.62% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.82% | -0.43% | -1.50% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.81% | -0.07% | +5.35% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.77% | +0.06% | +5.48% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.69% | +0.05% | +5.32% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 1.60% | -0.20% | -0.94% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | +0.02% | +1.79% | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 1.57% | -0.03% | -0.10% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.26% | -1.93% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.53% | +0.42% | +8.15% | |
| 20 | VFH | Vanguard Financials ETF | ETF-Other | 1.49% | — | +1.74% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.48% | +0.08% | -1.59% | |
| 22 | VOX | Vanguard Communication Servi | ETF-Other | 1.43% | -0.10% | +5.17% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.24% | -0.10% | -4.80% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-Other | 1.22% | -0.02% | +2.02% | |
| 25 | TT | Trane Technologies plc | Stock-Industrials | 1.21% | +0.06% | -1.43% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.21% | -0.06% | -2.04% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.09% | -4.71% | |
| 28 | XLE | Ss Energy Select Sector | ETF-Other | 1.19% | -0.29% | -0.00% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.14% | +0.88% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 1.06% | -0.08% | +4.23% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-Other | 1.03% | +0.03% | +3.50% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 1.01% | -0.08% | -1.24% | |
| 33 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.97% | +0.03% | +3.71% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.04% | -0.78% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.89% | -0.18% | -1.21% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.30% | -3.76% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.12% | -0.12% | |
| 38 | VIS | Vanguard Industrials ETF | ETF-Other | 0.75% | +0.03% | +0.40% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.14% | +0.75% | |
| 40 | ECL | Ecolab Inc | Stock-Materials | 0.67% | -0.04% | -2.44% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.23% | -2.17% | |
| 42 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.66% | -0.03% | +262.87% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.41% | -2.95% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.02% | -3.06% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.02% | -0.79% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | +0.01% | -6.97% | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.54% | -0.05% | -7.87% | |
| 48 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.50% | -0.06% | +1.60% | |
| 49 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.47% | -0.04% | -1.41% | |
| 50 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.47% | -0.04% | +1.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 5 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | CVX | Chevron CORP | — | NEW | New buy |
| 10 | ADP | Automatic Data Processing | — | NEW | New buy |
| 11 | WMT | Walmart Inc | — | NEW | New buy |
| 12 | HD | Home Depot Inc | — | NEW | New buy |
| 13 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 14 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 15 | WM | Waste Management Inc | — | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 17 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 19 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 20 | VFH | Vanguard Financials ETF | — | NEW | New buy |
| 21 | NVDA | Nvidia CORP | — | NEW | New buy |
| 22 | VOX | Vanguard Communication Servi | — | NEW | New buy |
| 23 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 24 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 25 | TT | Trane Technologies plc | — | NEW | New buy |
| 26 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 29 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 30 | BX | Blackstone Inc | — | NEW | New buy |
| 31 | VHT | Vanguard Health Care ETF | — | NEW | New buy |
| 32 | AMGN | Amgen Inc | — | NEW | New buy |
| 33 | VCR | Vanguard Consumer Discre ETF | — | NEW | New buy |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 35 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 36 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 37 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 38 | VIS | Vanguard Industrials ETF | — | NEW | New buy |
| 39 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 40 | ECL | Ecolab Inc | — | NEW | New buy |
| 41 | ABT | Abbott Laboratories | — | NEW | New buy |
| 42 | CSL | Carlisle Cos Inc | — | NEW | New buy |
| 43 | CAT | Caterpillar Inc | — | NEW | New buy |
| 44 | ABBV | Abbvie Inc | — | NEW | New buy |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 46 | BAC | Bank Of America CORP | — | NEW | New buy |
| 47 | DHR | Danaher CORP | — | NEW | New buy |
| 48 | WFC 7.5 PERP LBond | Wells Fargo & Company | — | NEW | New buy |
| 49 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 50 | VDC | Vanguard Consumer Staple ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Kcm Investment Advisors LLC reported a total U.S. public equity portfolio value of $3.4B across 362 disclosed positions in Q1 2025.
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 18.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $199.0M
During Q1 2025, Kcm Investment Advisors LLC's top holdings by market value included AAPL (7.2%)、XLK (5.3%)、MSFT (4.1%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q1 2025, Kcm Investment Advisors LLC made 200 total portfolio adjustments, initiating 200 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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