KI

Kcm Investment Advisors LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$3.0B

Reporting period: 2026-03-31 · Number of holdings: 393

KCM INVESTMENT ADVISORS LLC disclosed 393 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.0B and a quarterly turnover rate of 13.5%.

Personality snowflake

Concentration
7.93
Portfolio Stability
13.48
Momentum/Contrarian
100
Sector conviction
42.49
Diversification
100
Sizing Uniformity
73.91

Recent moves

  • Trim MSFT

    -3.0%　-$37.2M

  • Add CVX

    +0.2%　$17.2M

  • Add COST

    -2.2%　$12.9M

  • Trim AAPL

    -2.5%　-$21.1M

  • Trim ADP

    -12.8%　-$13.5M

  • Add XLE

    -1.7%　$10.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech7.07%-0.44%-2.53%
2XLKSs Technology Select SectorETF-Tech5.95%-0.25%+0.38%
3COSTCostco Wholesale CORPStock-Consumer Staples3.72%+0.54%-2.22%
4MSFTMicrosoft CORPStock-Tech3.56%-1.07%-3.02%
5GOOGLAlphabet Inc-cl AStock-Comm Services2.58%-0.15%-0.76%
6WMTWalmart INCStock-Consumer Staples2.30%+0.28%-1.30%
7AMZNAmazon.com INCStock-Consumer Disc2.27%-0.20%-1.42%
8JPMJpmorgan Chase & CoStock-Financials2.19%-0.08%+2.49%
9CVXChevron CORPStock-Energy2.16%+0.63%+0.20%
10NVDANvidia CORPStock-Tech2.14%-0.06%+0.44%
11XLCSs Comm Select Sector SpdrETF-Other1.83%-0.18%-6.57%
12XLYSs Consumer Disc Select SectETF-Other1.79%-0.08%+1.47%
13VGTVanguard Info Tech ETFETF-Tech1.77%-0.21%-6.73%
14XLVSs Health Care Select SectorETF-Other1.59%-0.05%-1.42%
15VVisa Inc-class A SharesStock-Financials1.52%-0.19%-0.18%
16JNJJohnson & JohnsonStock-Healthcare1.51%+0.26%-1.33%
17HDHome Depot INCStock-Consumer Disc1.49%-0.02%-0.48%
18VOXVanguard Communication ServiETF-Other1.48%-0.20%-8.46%
19XLISs Industrial Select SectorETF-Other1.47%+0.19%+6.54%
20WMWaste Management INCStock-Industrials1.41%—-2.41%
21XLFSs Financial Select SectorETF-Other1.41%-0.07%+1.93%
22GOOGAlphabet Inc-cl CStock-Comm Services1.39%-0.10%-1.51%
23XLESs Energy Select SectorETF-Other1.31%+0.37%-1.73%
24TTTrane Technologies plcStock-Industrials1.31%+0.10%-2.19%
25CATCaterpillar INCStock-Industrials1.16%+0.25%-0.69%
26QQQInvesco Qqq Trust Series 1ETF-Tech1.13%-0.03%+0.68%
27VTIVanguard Total Stock Mkt ETFETF-Other1.11%—-0.03%
28XLPSs Consumer Staples Sel SectETF-Other1.11%—-0.48%
29NEENextera Energy INCStock-Utilities1.09%+0.16%-2.07%
30VCRVanguard Consumer Discre ETFETF-Other1.03%-0.06%+0.24%
31AMGNAmgen INCStock-Healthcare1.02%+0.10%-0.31%
32ADPAutomatic Data ProcessingStock-Tech0.99%-0.40%-12.77%
33VISVanguard Industrials ETFETF-Other0.90%—+0.21%
34PGProcter & Gamble Co/theStock-Consumer Staples0.84%—-3.94%
35SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.80%-0.17%-15.98%
36BXBlackstone INCStock-Financials0.80%-0.25%-1.50%
37MCDMcdonald's CORPStock-Consumer Disc0.78%—-0.53%
38VFHVanguard Financials ETFETF-Other0.78%-0.09%-4.74%
39LLYEli Lilly & CoStock-Healthcare0.74%-0.12%-3.22%
40KLACKla CORPStock-Tech0.73%+0.14%-1.60%
41VRTVertiv Holdings Co-aStock-Industrials0.71%+0.26%-1.64%
42CSLCarlisle Cos INCStock-Industrials0.65%—-0.07%
43AVGOBroadcom INCStock-Tech0.64%—+4.37%
44ECLEcolab INCStock-Materials0.60%—-3.95%
45ABBVAbbvie INCStock-Healthcare0.55%—+0.73%
46BACBank Of America CORPStock-Financials0.52%-0.07%-4.55%
47AMATApplied Materials INCStock-Tech0.49%+0.12%-2.26%
48SCCOSouthern Copper CORPStock-Materials0.49%+0.12%+7.43%
49VHTVanguard Health Care ETFETF-Other0.48%—-3.18%
50BRK-BBerkshire Hathaway Inc-cl BStock-Other0.46%—+2.76%
1–50 of 393

Holding changes this quarter

Kcm Investment Advisors LLC's most significant position changes for 2026-03-31: Trim: Microsoft CORP (MSFT) — shares -3.02%; Add: Chevron CORP (CVX) — shares +0.20%; Trim: Costco Wholesale CORP (COST) — shares -2.22%; Trim: Apple INC (AAPL) — shares -2.53%; Trim: Automatic Data Processing (ADP) — shares -12.77%.

Position changes disclosed by Kcm Investment Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1CVXChevron CORP+0.6%+0.20%Add
2COSTCostco Wholesale CORP+0.5%-2.22%Trim
3XLESs Energy Select Sector+0.4%-1.73%Trim
4WMTWalmart INC+0.3%-1.30%Trim
5VRTVertiv Holdings Co-a+0.3%-1.64%Trim
6JNJJohnson & Johnson+0.3%-1.33%Trim
7CATCaterpillar INC+0.3%-0.69%Trim
8XLISs Industrial Select Sector+0.2%+6.54%Add
9NLRVaneck Urani & Nuclr Etf-usd+0.2%+53.40%Add
10NEENextera Energy INC+0.2%-2.07%Trim
11KLACKla CORP+0.1%-1.60%Trim
12AMATApplied Materials INC+0.1%-2.26%Trim
13SCCOSouthern Copper CORP+0.1%+7.43%Add
14AMGNAmgen INC+0.1%-0.31%Trim
15TTTrane Technologies plc+0.1%-2.19%Trim
16GLWCorning INC+0.1%-1.48%Trim
17VZVerizon Communications INC+0.1%-1.07%Trim
18VDEVanguard Energy ETF+0.1%-6.09%Trim
19XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+7.56%Add
20VAWVanguard Materials ETF+0.1%+15.11%Add
21HDHome Depot INC0%-0.48%Trim
22QQQInvesco Qqq Trust Series 10%+0.68%Add
23XLVSs Health Care Select Sector-0.1%-1.42%Trim
24ACNAccenture plc-0.1%-8.17%Trim
25NVDANvidia CORP-0.1%+0.44%Add
26VCRVanguard Consumer Discre ETF-0.1%+0.24%Add
27XLFSs Financial Select Sector-0.1%+1.93%Add
28BACBank Of America CORP-0.1%-4.55%Trim
29JPMJpmorgan Chase & Co-0.1%+2.49%Add
30XLYSs Consumer Disc Select Sect-0.1%+1.47%Add
31VFHVanguard Financials ETF-0.1%-4.74%Trim
32DHRDanaher CORP-0.1%-4.50%Trim
33OMCOmnicom Group-0.1%-62.40%Trim
34GOOGAlphabet Inc-cl C-0.1%-1.51%Trim
35VOVanguard Mid-cap ETF-0.1%-84.85%Trim
36LLYEli Lilly & Co-0.1%-3.22%Trim
37APPFAppfolio INC - A-0.1%-81.12%Trim
38ABTAbbott Laboratories-0.1%-11.30%Trim
39GOOGLAlphabet Inc-cl A-0.2%-0.76%Trim
40SPYSs Spdr S&p 500 ETF Trust-us-0.2%-15.98%Trim
41XLCSs Comm Select Sector Spdr-0.2%-6.57%Trim
42VVisa Inc-class A Shares-0.2%-0.18%Trim
43AMZNAmazon.com INC-0.2%-1.42%Trim
44VOXVanguard Communication Servi-0.2%-8.46%Trim
45VGTVanguard Info Tech ETF-0.2%-6.73%Trim
46XLKSs Technology Select Sector-0.3%+0.38%Add
47BXBlackstone INC-0.3%-1.50%Trim
48ADPAutomatic Data Processing-0.4%-12.77%Trim
49AAPLApple INC-0.4%-2.53%Trim
50MSFTMicrosoft CORP-1.1%-3.02%Trim

FAQ

What is Kcm Investment Advisors LLC and what type of investor is it?
Kcm Investment Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.0B, spread across 393 disclosed positions.
What are Kcm Investment Advisors LLC's largest equity positions?
Based on the latest 13F filing, Kcm Investment Advisors LLC's top holdings by market value are: 1. Apple INC (AAPL) — $213.1M (7.1%) 2. Ss Technology Select Sector (XLK) — $179.2M (6.0%) 3. Costco Wholesale CORP (COST) — $112.0M (3.7%) 4. Microsoft CORP (MSFT) — $107.2M (3.6%) 5. Alphabet Inc-cl A (GOOGL) — $77.7M (2.6%)
What changes did Kcm Investment Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Kcm Investment Advisors LLC made 50 notable position adjustments: 0 new positions were initiated, 13 existing holdings were added to, 37 positions were partially reduced, and 0 were completely exited. The largest of these moves: Trim: Microsoft CORP (MSFT) — shares -3.02%; Add: Chevron CORP (CVX) — shares +0.20%; Trim: Costco Wholesale CORP (COST) — shares -2.22%; Trim: Apple INC (AAPL) — shares -2.53%; Trim: Automatic Data Processing (ADP) — shares -12.77%
What sectors does Kcm Investment Advisors LLC focus on?
Kcm Investment Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 26.9% • Consumer Staples: 11.9% • Industrials: 11.9% • Financials: 11.8% • Consumer Discretionary: 9.7% • Health Care: 9.5%