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CIK: 0001109228
Total reported value
$3.4B
$3.4B
394 檔
22.5%
At the close of Q4 2025, Kcm Investment Advisors LLC disclosed equity holdings valued at approximately $3.4B, spread across 394 reported holdings.
In Q4 2025, Kcm Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 115 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 394 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.51% | +0.07% | -1.74% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 6.20% | +1.72% | +94.73% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.63% | -0.32% | -0.45% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.18% | -0.63% | -0.92% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.26% | -1.55% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | +0.07% | -0.25% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.27% | +0.02% | +0.12% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.20% | +0.08% | -2.14% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.02% | -0.43% | -1.18% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.01% | -0.22% | -2.12% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.98% | +0.42% | -2.07% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.87% | +0.05% | +95.21% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.71% | +0.01% | -1.38% | |
| 14 | VOX | Vanguard Communication Servi | ETF-Other | 1.68% | -0.10% | +0.64% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.64% | +0.06% | -2.51% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.53% | -0.62% | -0.51% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | -0.07% | -1.33% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.49% | +0.12% | -2.08% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.48% | -0.03% | -3.76% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 1.39% | -0.04% | -2.64% | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 1.34% | -0.20% | -0.78% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 1.28% | -0.02% | -1.05% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | -0.09% | -0.46% | |
| 24 | TT | Trane Technologies plc | Stock-Industrials | 1.21% | +0.06% | -1.16% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.16% | +0.14% | +0.52% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.12% | +0.02% | -3.69% | |
| 27 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.09% | +0.03% | -0.07% | |
| 28 | BX | Blackstone Inc | Stock-Financials | 1.05% | -0.08% | -3.80% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.02% | -0.06% | -0.19% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.04% | +0.66% | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.94% | -0.29% | +91.56% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.93% | -0.18% | -1.37% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | -0.08% | -1.43% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.91% | +0.41% | -1.11% | |
| 35 | VFH | Vanguard Financials ETF | ETF-Other | 0.87% | — | -0.57% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.14% | +0.36% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.10% | -3.59% | |
| 38 | VIS | Vanguard Industrials ETF | ETF-Other | 0.83% | +0.03% | -0.26% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.30% | +0.22% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.05% | -12.13% | |
| 41 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.60% | -0.03% | -6.25% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.60% | -0.04% | -2.36% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.01% | -7.77% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.59% | +0.55% | -3.85% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.23% | -2.14% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.02% | -0.14% | |
| 47 | VHT | Vanguard Health Care ETF | ETF-Other | 0.51% | +0.03% | -0.73% | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.50% | -0.05% | -2.34% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.02% | -1.49% | |
| 50 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.45% | -0.06% | -1.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.55% | Trim |
| 2 | AAPL | Apple Inc | +0.3% | -1.74% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -2.08% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.3% | +0.36% | Add |
| 5 | CAT | Caterpillar Inc | +0.1% | -1.11% | Trim |
| 6 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +186.65% | Add |
| 7 | WMT | Walmart Inc | +0.1% | -1.18% | Trim |
| 8 | XLV | Ss Health Care Select Sector | +0.1% | -2.51% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.1% | -0.46% | Trim |
| 10 | AMGN | Amgen Inc | +0.1% | -1.43% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.1% | -0.25% | Trim |
| 12 | OMC | Omnicom Group | +0.1% | +199.12% | Add |
| 13 | SCCO | Southern Copper CORP | +0.1% | +6.22% | Add |
| 14 | SMH | Vaneck Semiconductor ETF | +0.1% | +26.58% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | -2.55% | Trim |
| 16 | VOX | Vanguard Communication Servi | +0.1% | +0.64% | Add |
| 17 | DHR | Danaher CORP | +0.1% | -2.34% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +0.12% | Add |
| 19 | VHT | Vanguard Health Care ETF | 0% | -0.73% | Trim |
| 20 | KLAC | Kla CORP | 0% | -3.85% | Trim |
| 21 | NEE | Nextera Energy Inc | 0% | -1.37% | Trim |
| 22 | GLD | Spdr Gold Shares | 0% | +30.86% | Add |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | +96.04% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.52% | Add |
| 25 | MRK | Merck & Co. Inc. | 0% | -3.61% | Trim |
| 26 | VRT | Vertiv Holdings Co-a | 0% | -0.35% | Trim |
| 27 | CAH | Cardinal Health Inc | 0% | +0.13% | Add |
| 28 | NEM | Newmont CORP | 0% | +37.02% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.66% | Add |
| 30 | CSCO | Cisco Systems Inc | 0% | -0.20% | Trim |
| 31 | ROST | Ross Stores Inc | 0% | -2.00% | Trim |
| 32 | V | Visa Inc-class A Shares | 0% | -1.38% | Trim |
| 33 | LRCX | Lam Research CORP | 0% | +8.39% | Add |
| 34 | XLRE | Ss Real Estate Select Sector | 0% | +15.57% | Add |
| 35 | FCX | Freeport-mcmoran Inc | 0% | -6.28% | Trim |
| 36 | TJX | Tjx Companies Inc | 0% | +31.61% | Add |
| 37 | FDX | Fedex CORP | 0% | +2.40% | Add |
| 38 | CB | Chubb Limited | 0% | -2.70% | Trim |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.98% | Add |
| 40 | SOXX | Ishares Semiconductor ETF | 0% | -6.12% | Trim |
| 41 | BA | Boeing Co/the | 0% | +23.85% | Add |
| 42 | WFC | Wells Fargo & Co | 0% | +0.73% | Add |
| 43 | VXUS | Vanguard Total Intl Stock | 0% | +188.33% | Add |
| 44 | RTX | Rtx CORP | 0% | +4.59% | Add |
| 45 | VIG | Vanguard Dividend Apprec ETF | 0% | +7.01% | Add |
| 46 | VUG | Vanguard Growth ETF | 0% | +5.81% | Add |
| 47 | SCHW | Schwab (charles) CORP | 0% | -0.95% | Trim |
| 48 | TEAM | Atlassian Corp-cl A | 0% | +43.38% | Add |
| 49 | VFH | Vanguard Financials ETF | 0% | -0.57% | Trim |
| 50 | MAR | Marriott International -cl A | 0% | -1.87% | 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 394 disclosed positions in Q4 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 22.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
APPF
市值: $4.6M
Top Position Liquidated / Trimmed
IWV
前期市值: $1.9M
During Q4 2025, Kcm Investment Advisors LLC's top holdings by market value included AAPL (7.5%)、XLK (6.2%)、MSFT (4.6%). The largest single position, AAPL, represented 7.5% of total portfolio value.
In Q4 2025, Kcm Investment Advisors LLC made 199 total portfolio adjustments, initiating 22 new buys, adding to 52 positions, trimming 115 holdings, and fully liquidating 10 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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