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CIK: 0001109228
Total reported value
$3.4B
$3.4B
383 檔
22.4%
In Q3 2025, Kcm Investment Advisors LLC's U.S. equity holdings reached a combined market value of $3.4B, distributed across 383 disclosed stock positions.
Kcm Investment Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 23 new positions while fully exiting 8 holdings and trimming 93 positions.
Showing top 200 holdings (of 383 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.19% | +0.07% | -0.56% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 6.26% | +1.72% | -0.77% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.00% | -0.32% | +0.13% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.46% | -0.63% | +0.04% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | +0.07% | +0.75% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.26% | +0.08% | +0.59% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.22% | +0.02% | +9.27% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.17% | +0.26% | +0.42% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.08% | -0.22% | -24.11% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.01% | +0.42% | +1.47% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.93% | +0.05% | -0.26% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.90% | -0.43% | +0.38% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.82% | -0.07% | +0.61% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | +0.01% | -0.20% | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 1.63% | -0.04% | -0.52% | |
| 16 | VOX | Vanguard Communication Servi | ETF-Other | 1.63% | -0.10% | +0.11% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.58% | -0.62% | -0.03% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.52% | +0.06% | -6.08% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.52% | -0.03% | -2.10% | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 1.36% | -0.20% | +0.04% | |
| 21 | TT | Trane Technologies plc | Stock-Industrials | 1.33% | +0.06% | -0.03% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 1.29% | -0.02% | -0.44% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 1.21% | -0.08% | +2.81% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.19% | +0.12% | +2.11% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.15% | +0.02% | -50.84% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.09% | -1.92% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | +0.14% | -1.31% | |
| 28 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.10% | +0.03% | +0.91% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.04% | -0.06% | +0.49% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 0.99% | -0.29% | -2.81% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | +0.04% | +0.96% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.10% | -2.07% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.89% | -0.18% | +5.09% | |
| 34 | VFH | Vanguard Financials ETF | ETF-Other | 0.86% | — | -40.59% | |
| 35 | VIS | Vanguard Industrials ETF | ETF-Other | 0.83% | +0.03% | +0.49% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.81% | -0.08% | -1.16% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.77% | +0.41% | -2.46% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.30% | -0.35% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.05% | +1.93% | |
| 40 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.66% | -0.03% | +3.96% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.23% | +1.18% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.64% | -0.04% | -0.48% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.14% | +13.98% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | +0.01% | -0.32% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.02% | -0.11% | |
| 46 | KLAC | Kla CORP | Stock-Tech | 0.55% | +0.55% | +0.15% | |
| 47 | VHT | Vanguard Health Care ETF | ETF-Other | 0.47% | +0.03% | -47.08% | |
| 48 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.47% | -0.06% | +0.80% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.02% | +1.38% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.45% | -0.05% | -2.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +1% | -0.77% | Trim |
| 2 | MSFT | Microsoft CORP | +0.9% | +0.13% | Trim |
| 3 | NVDA | Nvidia CORP | +0.8% | +0.59% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.6% | +9.27% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.42% | Trim |
| 6 | VGT | Vanguard Info Tech ETF | +0.5% | +1.47% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -1.31% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | +2.11% | Add |
| 9 | AVGO | Broadcom Inc | +0.3% | +1.93% | Trim |
| 10 | SOXX | Ishares Semiconductor ETF | +0.3% | +2.92% | Add |
| 11 | XLY | Ss Consumer Disc Select Sect | +0.2% | -0.26% | Add |
| 12 | VRT | Vertiv Holdings Co-a | +0.2% | +1.88% | Add |
| 13 | VOX | Vanguard Communication Servi | +0.2% | +0.11% | Add |
| 14 | KLAC | Kla CORP | +0.2% | +0.15% | Trim |
| 15 | BX | Blackstone Inc | +0.2% | +2.81% | Add |
| 16 | CAT | Caterpillar Inc | +0.2% | -2.46% | Trim |
| 17 | VCR | Vanguard Consumer Discre ETF | +0.1% | +0.91% | Add |
| 18 | CW | Curtiss-wright CORP | +0.1% | +130.13% | Add |
| 19 | TT | Trane Technologies plc | +0.1% | -0.03% | Trim |
| 20 | ORCL | Oracle CORP | +0.1% | +3.27% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +0.38% | Trim |
| 22 | VIS | Vanguard Industrials ETF | +0.1% | +0.49% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +0.75% | Trim |
| 24 | XLI | Ss Industrial Select Sector | +0.1% | -0.44% | Add |
| 25 | TSLA | Tesla Inc | +0.1% | -1.10% | Trim |
| 26 | LHX | L3harris Technologies Inc | +0.1% | +0.95% | Add |
| 27 | CDNS | Cadence Design Sys Inc | +0.1% | +105.78% | Add |
| 28 | BAC | Bank Of America CORP | +0.1% | -0.32% | Add |
| 29 | AMAT | Applied Materials Inc | +0.1% | -0.09% | Trim |
| 30 | SCCO | Southern Copper CORP | +0.1% | +3.32% | Add |
| 31 | GS | Goldman Sachs Group Inc | +0.1% | — | Add |
| 32 | ETN | Eaton Corporation plc | +0.1% | -0.39% | Add |
| 33 | GLW | Corning Inc | +0.1% | +0.35% | Add |
| 34 | GLD | Spdr Gold Shares | +0.1% | +11.14% | Add |
| 35 | AAPL | Apple Inc | 0% | -0.56% | Trim |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.96% | Trim |
| 37 | BLDR | Builders Firstsource Inc | 0% | +2.72% | Add |
| 38 | OEF | Ishares S&p 100 ETF | 0% | +37.66% | Add |
| 39 | GD | General Dynamics CORP | 0% | +0.63% | Add |
| 40 | SMH | Vaneck Semiconductor ETF | 0% | +36.76% | Trim |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.49% | Add |
| 42 | MP | Mp Materials CORP | 0% | -4.62% | Trim |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +3.36% | Add |
| 44 | LH | Labcorp Holdings Inc | 0% | -1.05% | Trim |
| 45 | SCHW | Schwab (charles) CORP | 0% | +0.46% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | 0% | +0.04% | Add |
| 47 | META | Meta Platforms Inc-class A | 0% | +3.52% | Add |
| 48 | FDIS | Fidelity Msci Cons Discr Ind | 0% | — | Trim |
| 49 | NEM | Newmont CORP | 0% | +11.26% | Add |
| 50 | JNJ | Johnson & Johnson | 0% | +0.75% | 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 383 disclosed positions in Q3 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 22.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
NLR
市值: $2.7M
Top Position Liquidated / Trimmed
NEE 6.926 09-01-25
前期市值: $1.4M
During Q3 2025, Kcm Investment Advisors LLC's top holdings by market value included AAPL (7.2%)、XLK (6.3%)、MSFT (5.0%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q3 2025, Kcm Investment Advisors LLC made 197 total portfolio adjustments, initiating 23 new buys, adding to 73 positions, trimming 93 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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