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CIK: 0001109228
Total reported value
$3.4B
$3.4B
393 檔
20.5%
During the Q1 2026 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 393 reported positions.
In Q1 2026, Kcm Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 99 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 393 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.07% | +0.07% | -2.53% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 5.95% | +1.72% | +0.38% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.72% | -0.63% | -2.22% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.56% | -0.32% | -3.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.58% | +0.26% | -0.76% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 2.30% | -0.43% | -1.30% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | +0.07% | -1.42% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.19% | +0.02% | +2.49% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.16% | -0.62% | +0.20% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.14% | +0.08% | +0.44% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.83% | -0.22% | -6.57% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.79% | +0.05% | +1.47% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.77% | +0.42% | -6.73% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.59% | +0.06% | -1.42% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.52% | +0.01% | -0.18% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.51% | -0.09% | -1.33% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.49% | -0.07% | -0.48% | |
| 18 | VOX | Vanguard Communication Servi | ETF-Other | 1.48% | -0.10% | -8.46% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.47% | -0.02% | +6.54% | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 1.41% | -0.20% | -2.41% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.41% | -0.03% | +1.93% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.39% | +0.12% | -1.51% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 1.31% | -0.29% | -1.73% | |
| 24 | TT | Trane Technologies plc | Stock-Industrials | 1.31% | +0.06% | -2.19% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 1.16% | +0.41% | -0.69% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | +0.14% | +0.68% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.11% | +0.02% | -0.03% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.11% | -0.06% | -0.48% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 1.09% | -0.18% | -2.07% | |
| 30 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.03% | +0.03% | +0.24% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 1.02% | -0.08% | -0.31% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.99% | -0.04% | -12.77% | |
| 33 | VIS | Vanguard Industrials ETF | ETF-Other | 0.90% | +0.03% | +0.21% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.10% | -3.94% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | +0.04% | -15.98% | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.80% | -0.08% | -1.50% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.78% | -0.30% | -0.53% | |
| 38 | VFH | Vanguard Financials ETF | ETF-Other | 0.78% | — | -4.74% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.14% | -3.22% | |
| 40 | KLAC | Kla CORP | Stock-Tech | 0.73% | +0.55% | -1.60% | |
| 41 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.71% | +0.13% | -1.64% | |
| 42 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.65% | -0.03% | -0.07% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.05% | +4.37% | |
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.60% | -0.04% | -3.95% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.02% | +0.73% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | +0.01% | -4.55% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.49% | +0.43% | -2.26% | |
| 48 | SCCO | Southern Copper CORP | Stock-Materials | 0.49% | -0.03% | +7.43% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-Other | 0.48% | +0.03% | -3.18% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.02% | +2.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | +0.20% | Add |
| 2 | COST | Costco Wholesale CORP | +0.5% | -2.22% | Trim |
| 3 | XLE | Ss Energy Select Sector | +0.4% | -1.73% | Trim |
| 4 | WMT | Walmart Inc | +0.3% | -1.30% | Trim |
| 5 | VRT | Vertiv Holdings Co-a | +0.3% | -1.64% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.3% | -1.33% | Trim |
| 7 | CAT | Caterpillar Inc | +0.3% | -0.69% | Trim |
| 8 | XLI | Ss Industrial Select Sector | +0.2% | +6.54% | Add |
| 9 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.2% | +53.40% | Add |
| 10 | NEE | Nextera Energy Inc | +0.2% | -2.07% | Trim |
| 11 | KLAC | Kla CORP | +0.1% | -1.60% | Trim |
| 12 | AMAT | Applied Materials Inc | +0.1% | -2.26% | Trim |
| 13 | SCCO | Southern Copper CORP | +0.1% | +7.43% | Add |
| 14 | AMGN | Amgen Inc | +0.1% | -0.31% | Trim |
| 15 | TT | Trane Technologies plc | +0.1% | -2.19% | Trim |
| 16 | XLP | Ss Consumer Staples Sel Sect | +0.1% | -0.48% | Trim |
| 17 | GLW | Corning Inc | +0.1% | -1.48% | Trim |
| 18 | VZ | Verizon Communications Inc | +0.1% | -1.07% | Trim |
| 19 | VDE | Vanguard Energy ETF | +0.1% | -6.09% | Trim |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +7.56% | Add |
| 21 | VAW | Vanguard Materials ETF | +0.1% | +15.11% | Add |
| 22 | VIS | Vanguard Industrials ETF | +0.1% | +0.21% | Add |
| 23 | WM | Waste Management Inc | +0.1% | -2.41% | Trim |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +3.05% | Add |
| 25 | CW | Curtiss-wright CORP | +0.1% | +1.53% | Add |
| 26 | XLB | Ss Materials Select Sector | +0.1% | +3.67% | Add |
| 27 | GILD | Gilead Sciences Inc | +0.1% | +69.82% | Add |
| 28 | APD | Air Products & Chemicals Inc | +0.1% | -4.23% | Trim |
| 29 | LHX | L3harris Technologies Inc | +0.1% | -0.55% | Trim |
| 30 | SMH | Vaneck Semiconductor ETF | +0.1% | +8.44% | Add |
| 31 | CSL | Carlisle Cos Inc | +0.1% | -0.07% | Trim |
| 32 | LIN | Linde plc | 0% | +0.96% | Add |
| 33 | ROST | Ross Stores Inc | 0% | -2.22% | Trim |
| 34 | SOXX | Ishares Semiconductor ETF | 0% | -0.54% | Trim |
| 35 | VDC | Vanguard Consumer Staple ETF | 0% | -1.01% | Trim |
| 36 | SDY | Ss Spdr S&p Dividend ETF | 0% | +0.06% | Add |
| 37 | GLD | Spdr Gold Shares | 0% | +14.21% | Add |
| 38 | FCX | Freeport-mcmoran Inc | 0% | +14.28% | Add |
| 39 | DE | Deere & Co | 0% | +2.18% | Add |
| 40 | MRK | Merck & Co. Inc. | 0% | -0.16% | Trim |
| 41 | VLO | Valero Energy CORP | 0% | +10.94% | Add |
| 42 | ETN | Eaton Corporation plc | 0% | -0.06% | Trim |
| 43 | FENY | Fidelity Msci Energy Index | 0% | -15.36% | Trim |
| 44 | O | Realty Income CORP | 0% | -3.08% | Trim |
| 45 | DVY | Ishares Select Dividend ETF | 0% | +0.02% | Add |
| 46 | MCD | Mcdonald's CORP | 0% | -0.53% | Trim |
| 47 | LRCX | Lam Research CORP | 0% | +7.24% | Add |
| 48 | MPC | Marathon Petroleum CORP | 0% | +0.33% | Add |
| 49 | VXUS | Vanguard Total Intl Stock | 0% | +99.35% | Add |
| 50 | NEM | Newmont CORP | 0% | +16.76% | 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 393 disclosed positions in Q1 2026.
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, COST) accounted for 20.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
LBRDA
市值: $1.6M
Top Position Liquidated / Trimmed
MP
前期市值: $1.2M
During Q1 2026, Kcm Investment Advisors LLC's top holdings by market value included AAPL (7.1%)、XLK (6.0%)、COST (3.7%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q1 2026, Kcm Investment Advisors LLC made 194 total portfolio adjustments, initiating 14 new buys, adding to 67 positions, trimming 99 holdings, and fully liquidating 14 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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