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CIK: 0001109228
Total reported value
$3.4B
$3.4B
400 檔
24.0%
As reported in its official Q2 2026 Form 13F filing, Kcm Investment Advisors LLC's tracked investment portfolio stood at $3.4B with 400 total positions.
In Q2 2026, Kcm Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 97 positions and completely liquidating 16 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including XLK, AAPL, MSFT) accounted for 24.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $1.4M
Top Position Liquidated / Trimmed
XOM
前期市值: $5.6M
Showing top 200 holdings (of 400 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 7.67% | +0.24% | +0.54% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.14% | +0.97% | -1.09% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | +1.10% | +0.97% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.09% | -0.09% | -1.00% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.84% | -0.11% | -0.95% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.34% | +0.10% | +0.33% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.22% | +0.39% | +0.75% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.21% | +0.01% | +1.24% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.19% | +0.12% | +708.34% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.87% | -0.16% | -0.08% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.84% | -0.20% | +6.18% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 1.65% | +0.07% | +6.97% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.61% | +0.03% | +1.59% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.57% | -0.40% | +1.04% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.54% | +0.35% | -0.82% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.53% | +0.06% | -0.89% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | -0.06% | -0.96% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 1.45% | -0.17% | -3.59% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.42% | -0.29% | -0.91% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.42% | +0.05% | +0.85% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.38% | — | +0.98% | |
| 22 | VOX | Vanguard Communication Servi | ETF-Other | 1.38% | +0.02% | +1.78% | |
| 23 | TT | Trane Technologies plc | Stock-Industrials | 1.37% | -0.07% | -0.45% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 1.28% | -0.69% | +859.90% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.27% | — | -1.66% | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 1.21% | -0.13% | -1.55% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.13% | — | -1.31% | |
| 28 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.06% | -0.11% | +3.72% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.05% | -0.07% | +4.04% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 1.02% | +0.15% | -0.21% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.95% | +0.12% | -3.11% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.94% | +0.15% | +0.69% | |
| 33 | VIS | Vanguard Industrials ETF | ETF-Other | 0.93% | -0.10% | -0.25% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.92% | -0.30% | -1.47% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.91% | -0.14% | -1.11% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | -0.05% | +1.68% | |
| 37 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.84% | -0.23% | -0.18% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.03% | +1.24% | |
| 39 | VFH | Vanguard Financials ETF | ETF-Other | 0.78% | -0.05% | +3.63% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.02% | -2.59% | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.72% | -0.05% | -1.75% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | -0.04% | -0.67% | |
| 43 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.62% | -0.08% | -1.33% | |
| 44 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.61% | -0.04% | -11.28% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.01% | -0.77% | |
| 46 | ECL | Ecolab Inc | Stock-Materials | 0.56% | -0.01% | -0.29% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | -0.03% | -1.75% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-Other | 0.51% | +0.02% | +6.37% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.07% | -20.40% | |
| 50 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.48% | +0.12% | +10.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +1.7% | +0.54% | Add |
| 2 | KLAC | Kla CORP | +0.6% | +859.90% | Add |
| 3 | AMAT | Applied Materials Inc | +0.4% | -1.47% | Trim |
| 4 | VGT | Vanguard Info Tech ETF | +0.4% | +708.34% | Add |
| 5 | CAT | Caterpillar Inc | +0.4% | +1.04% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.95% | Trim |
| 7 | SOXX | Ishares Semiconductor ETF | +0.2% | -11.28% | Trim |
| 8 | SMH | Vaneck Semiconductor ETF | +0.2% | +10.10% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.66% | Trim |
| 10 | LLY | Eli Lilly & Co | +0.1% | +1.68% | Add |
| 11 | VRT | Vertiv Holdings Co-a | +0.1% | -0.18% | Trim |
| 12 | GLW | Corning Inc | +0.1% | -3.10% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -0.96% | Trim |
| 14 | NVDA | Nvidia CORP | +0.1% | +0.75% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -2.31% | Trim |
| 16 | LRCX | Lam Research CORP | +0.1% | +6.00% | Add |
| 17 | FTNT | Fortinet Inc | +0.1% | -0.46% | Trim |
| 18 | AAPL | Apple Inc | +0.1% | -1.09% | Trim |
| 19 | AMZN | Amazon.com Inc | +0.1% | +0.33% | Add |
| 20 | XLV | Ss Health Care Select Sector | +0.1% | +6.97% | Add |
| 21 | TT | Trane Technologies plc | +0.1% | -0.45% | Trim |
| 22 | XLY | Ss Consumer Disc Select Sect | +0.1% | +6.18% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | -0.67% | Trim |
| 24 | MU | Micron Technology Inc | +0.1% | +1.75% | Add |
| 25 | INTC | Intel CORP | +0.1% | +24.21% | Add |
| 26 | CORT | Corcept Therapeutics Inc | +0.1% | -12.99% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.24% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.37% | Add |
| 29 | XBI | Ss Spdr S&p Biotech ETF | 0% | +264.53% | Add |
| 30 | ✓ | 0% | NEW | New buy | |
| 31 | ✓ | 0% | NEW | New buy | |
| 32 | VCR | Vanguard Consumer Discre ETF | 0% | +3.72% | Add |
| 33 | VIS | Vanguard Industrials ETF | 0% | -0.25% | Trim |
| 34 | VHT | Vanguard Health Care ETF | 0% | +6.37% | Add |
| 35 | QCOM | Qualcomm Inc | 0% | -3.31% | Trim |
| 36 | CVS | Cvs Health CORP | 0% | +19.72% | Add |
| 37 | IEFA | Ishares Core Msci Eafe ETF | 0% | NEW | New buy |
| 38 | ECHO | Echostar Corp-a | 0% | NEW | New buy |
| 39 | JPM | Jpmorgan Chase & Co | 0% | +1.24% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.31% | Trim |
| 41 | ABBV | Abbvie Inc | 0% | -0.77% | Trim |
| 42 | GS | Goldman Sachs Group Inc | 0% | +0.90% | Add |
| 43 | AMD | Advanced Micro Devices | 0% | +1.91% | Add |
| 44 | UNH | Unitedhealth Group Inc | 0% | -8.25% | Trim |
| 45 | GE | General Electric | 0% | +14.71% | Add |
| 46 | ORCL | Oracle CORP | 0% | +28.92% | Add |
| 47 | ARM | Arm Holdings Plc-adr | 0% | -2.36% | Trim |
| 48 | MS | Morgan Stanley | 0% | -1.34% | Trim |
| 49 | STX | Seagate Technology Holdings plc | 0% | +0.57% | Add |
| 50 | VRTX | Vertex Pharmaceuticals Inc | 0% | +105.44% | 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 400 disclosed positions in Q2 2026.
During Q2 2026, Kcm Investment Advisors LLC's top holdings by market value included XLK (7.7%)、AAPL (7.1%)、MSFT (3.2%). The largest single position, XLK, represented 7.7% of total portfolio value.
In Q2 2026, Kcm Investment Advisors LLC made 192 total portfolio adjustments, initiating 19 new buys, adding to 60 positions, trimming 97 holdings, and fully liquidating 16 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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