KCM INVESTMENT ADVISORS LLC
Sector Allocation
- Other35.6%$1.2B
- Technology25.7%$864.2M
- Financials8.2%$274.9M
- Consumer Staples6.5%$217.8M
- Consumer Discretionary5.9%$198.8M
- Healthcare5.7%$192.8M
- Industrials3.6%$121.0M
- Materials3.1%$106.1M
- Utilities2.7%$89.7M
- Energy1.9%$63.8M
AUM History
13fpro.ai/research/fund/kcm-investment-advisors-llc-1109228
Conviction and streaks
Stable · top 10 = 34.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SELECT$258.3M
AAPL
$240.3MMSFT
$109.0MCOST
$104.1MGOOGL
$95.7MAMZN
$78.7MNVDA
$74.6MJPM
$74.5M- VANGUARD$73.8M
WMT
$63.1M- SELECT$61.8M
- SELECT$55.4M
- SELECT$54.2M
CAT
$53.0MCVX
$51.7MV
$51.5MGOOG
$51.0M- SELECT$48.9M
HD
$47.7MJNJ
$47.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kcm-investment-advisors-llc-1109228
KCM INVESTMENT ADVISORS LLC 13F holdings — Q2 2026
$3.4B portfolio (+11.8% QoQ) · 400 holdings · Q2 2026 13F · top 10 are 35% of the stock portfolio
- 1
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$258.3M
7.7% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $240.3M
7.1% of stocks
-1%This quarter+12.4%Since filed10+ qtrsHeld$109.0M
3.2% of stocks
+1.0%This quarter+7.5%Since filed10+ qtrsHeld$104.1M
3.1% of stocks
-1.0%This quarter+4.6%Since filed10+ qtrsHeld$95.7M
2.8% of stocks
-0.9%This quarter-8.5%Since filed10+ qtrsHeld$78.7M
2.3% of stocks
+0.3%This quarter-5.2%Since filed10+ qtrsHeld$74.6M
2.2% of stocks
+0.8%This quarter-4.1%Since filed10+ qtrsHeld$74.5M
2.2% of stocks
+1%This quarter-7.9%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 9
VANGUARD WORLD FD - INF TECH ETF
$73.8M
2.2% of stocks
+708%This quarter—Since filed—HeldAIQuality—Est. buy— $63.1M
1.9% of stocks
-0.1%This quarter+4.3%Since filed10+ qtrsHeld
All holdings — KCM INVESTMENT ADVISORS LLC (Q2 2026)
400 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETFetf/fund | — | $61.8M | 1.8% | 527K | +6% | — | — | 13F |
| 12 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $55.4M | 1.6% | 349K | +7% | — | — | 13F |
| 13 | — | SELECT SECTOR SPDR TR - ST STR SVC ETFetf/fund | — | $54.2M | 1.6% | 506K | +2% | — | — | 13F |
| 14 | CATERPILLAR INC | Industrials | $53.0M | 1.6% | 50K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CHEVRON CORP | Energy | $51.7M | 1.5% | 312K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | VISA INC. | Financials | $51.5M | 1.5% | 150K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Alphabet Inc. | Technology | $51.0M | 1.5% | 144K | -1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund | — | $48.9M | 1.4% | 264K | -4% | — | — | 13F |
| 19 | HOME DEPOT, INC. | Consumer Discretionary | $47.7M | 1.4% | 135K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | JOHNSON & JOHNSON | Healthcare | $47.7M | 1.4% | 188K | +0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund | — | $46.6M | 1.4% | 868K | +1.0% | — | — | 13F |
| 22 | — | VANGUARD WORLD FD - COMM SRVC ETFetf/fund | — | $46.4M | 1.4% | 252K | +2% | — | — | 13F |
| 23 | Trane Technologies plc | Technology | $46.2M | 1.4% | 94K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | KLA CORP | Technology | $43.0M | 1.3% | 143K | +860% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $42.8M | 1.3% | 58K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WM | WASTE MANAGEMENT INC | Utilities | $40.6M | 1.2% | 182K | -2% | |||
| 27 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $38.1M | 1.1% | 103K | -1% | |||
| 28 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $35.6M | 1.1% | 90K | +4% | |||
| 29 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $35.2M | 1.1% | 424K | +4% | |||
| 30 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $34.3M | 1.0% | 645K | -0.2% | |||
| 31 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $31.9M | 0.9% | 142K | -3% | |||
| 32 | $AMGN | AMGEN INC | Healthcare | $31.8M | 0.9% | 88K | +0.7% | |||
| 33 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $31.2M | 0.9% | 87K | -0.2% | |||
| 34 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $31.0M | 0.9% | 43K | -1% | |||
| 35 | $NEE | NEXTERA ENERGY INC | Utilities | $30.7M | 0.9% | 350K | -1% | |||
| 36 | $LLY | ELI LILLY & Co | Healthcare | $29.5M | 0.9% | 25K | +2% | |||
| 37 | $VRT | Vertiv Holdings Co | Technology | $28.4M | 0.8% | 85K | -0.2% | |||
| 38 | $SPY | SPDR S&P 500 ETF TRUST | — | $28.2M | 0.8% | 38K | +1% | |||
| 39 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $26.4M | 0.8% | 201K | +4% | |||
| 40 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $25.0M | 0.7% | 171K | -3% | |||
| 41 | $BX | Blackstone Inc. | Financials | $24.2M | 0.7% | 206K | -2% | |||
| 42 | $AVGO | Broadcom Inc. | Technology | $23.3M | 0.7% | 62K | -0.7% | |||
| 43 | $CSL | CARLISLE COMPANIES INC | Materials | $20.9M | 0.6% | 58K | -1% | |||
| 44 | — | ISHARES TR - ISHARES SEMICDTR | — | $20.4M | 0.6% | 32K | -11% | |||
| 45 | $ABBV | AbbVie Inc. | Healthcare | $19.2M | 0.6% | 76K | -0.8% | |||
| 46 | $ECL | ECOLAB INC. | Materials | $18.9M | 0.6% | 68K | -0.3% | |||
| 47 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $17.9M | 0.5% | 314K | -2% | |||
| 48 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $17.1M | 0.5% | 57K | +6% | |||
| 49 | $MCD | MCDONALDS CORP | Consumer Discretionary | $16.3M | 0.5% | 60K | -20% | |||
| 50 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $16.2M | 0.5% | 25K | +10% | |||
| 51 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $15.6M | 0.5% | 89K | +4% | |||
| 52 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $14.9M | 0.4% | 30K | +2% | |||
| 53 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $14.1M | 0.4% | 92K | -0.2% | |||
| 54 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $13.6M | 0.4% | 300K | +0.1% | |||
| 55 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $13.1M | 0.4% | 58K | +0.4% | |||
| 56 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $12.6M | 0.4% | 11K | -2% | |||
| 57 | $DHR | DANAHER CORP /DE/ | Healthcare | $12.0M | 0.4% | 63K | -3% | |||
| 58 | $APD | Air Products & Chemicals, Inc. | Materials | $11.6M | 0.3% | 39K | -1% | |||
| 59 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $11.5M | 0.3% | 226K | +1.0% | |||
| 60 | $O | REALTY INCOME CORP | Real Estate | $11.5M | 0.3% | 185K | -1% | |||
| 61 | $GLW | CORNING INC /NY | Materials | $11.4M | 0.3% | 45K | -3% | |||
| 62 | $CSCO | CISCO SYSTEMS, INC. | Technology | $11.4M | 0.3% | 97K | -2% | |||
| 63 | — | VANECK ETF TRUST - URANI NUCLE ETF | — | $10.9M | 0.3% | 94K | +9% | |||
| 64 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $9.9M | 0.3% | 97K | -0.8% | |||
| 65 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $9.8M | 0.3% | 14K | -0.3% | |||
| 66 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $9.7M | 0.3% | 229K | -1% | |||
| 67 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $8.9M | 0.3% | 39K | -9% | |||
| 68 | — | ISHARES TR - CORE S&P500 ETF | — | $8.9M | 0.3% | 12K | +0.7% | |||
| 69 | $SCHW | SCHWAB CHARLES CORP | Financials | $8.6M | 0.3% | 93K | -0.1% | |||
| 70 | — | ISHARES TR - SELECT DIVID ETF | — | $8.2M | 0.2% | 53K | -0.3% | |||
| 71 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $8.1M | 0.2% | 84K | +0.2% | |||
| 72 | $LH | LABCORP HOLDINGS INC. | Healthcare | $8.1M | 0.2% | 29K | -2% | |||
| 73 | $CW | CURTISS WRIGHT CORP | Industrials | $8.1M | 0.2% | 11K | +2% | |||
| 74 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $7.7M | 0.2% | 35K | -6% | |||
| 75 | $KMB | KIMBERLY CLARK CORP | Materials | $7.5M | 0.2% | 69K | -5% | |||
| 76 | $ETN | Eaton Corp plc | Industrials | $7.4M | 0.2% | 17K | +0.1% | |||
| 77 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $7.3M | 0.2% | 25K | -0.6% | |||
| 78 | $LIN | LINDE PLC | Materials | $7.2M | 0.2% | 14K | -2% | |||
| 79 | — | VANGUARD WORLD FD - ENERGY ETF | — | $7.1M | 0.2% | 47K | -5% | |||
| 80 | $ABT | ABBOTT LABORATORIES | Healthcare | $7.0M | 0.2% | 77K | -40% | |||
| 81 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $6.9M | 0.2% | 35K | -0.8% | |||
| 82 | $GD | GENERAL DYNAMICS CORP | Industrials | $6.9M | 0.2% | 19K | -0.8% | |||
| 83 | $MRK | Merck & Co., Inc. | Healthcare | $6.9M | 0.2% | 53K | -0.6% | |||
| 84 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $6.7M | 0.2% | 232K | -0.8% | |||
| 85 | $GS | GOLDMAN SACHS GROUP INC | Financials | $6.7M | 0.2% | 6,609 | +0.9% | |||
| 86 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $6.5M | 0.2% | 31K | -1% | |||
| 87 | $FTNT | Fortinet, Inc. | Technology | $6.4M | 0.2% | 42K | -0.5% | |||
| 88 | $STT | STATE STREET CORP | Financials | $6.3M | 0.2% | 143K | +7% | |||
| 89 | $QCOM | QUALCOMM INC/DE | Technology | $6.1M | 0.2% | 33K | -3% | |||
| 90 | $TSLA | Tesla, Inc. | Consumer Discretionary | $5.9M | 0.2% | 14K | -2% | |||
| 91 | $LRCX | LAM RESEARCH CORP | Technology | $5.8M | 0.2% | 13K | +6% | |||
| 92 | $CB | Chubb Ltd | Financials | $5.6M | 0.2% | 17K | -1.0% | |||
| 93 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $5.3M | 0.2% | 11K | +1% | |||
| 94 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $5.3M | 0.2% | 66K | -0.7% | |||
| 95 | — | FIDELITY COVINGTON TRUST - MSCI CONSM DIS | — | $5.2M | 0.1% | 51K | — | |||
| 96 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $5.2M | 0.1% | 164K | +0.1% | |||
| 97 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $5.1M | 0.1% | 15K | -5% | |||
| 98 | $DE | DEERE & CO | Industrials | $5.1M | 0.1% | 7,969 | -0.7% | |||
| 99 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $4.6M | 0.1% | 53K | +446% | |||
| 100 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $4.5M | 0.1% | 19K | -0.6% | |||
| 101 | $CTAS | CINTAS CORP | Consumer Discretionary | $4.4M | 0.1% | 26K | -3% | |||
| 102 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $4.4M | 0.1% | 37K | -20% | |||
| 103 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $4.3M | 0.1% | 47K | -6% | |||
| 104 | $KO | COCA COLA CO | Consumer Staples | $4.2M | 0.1% | 52K | -3% | |||
| 105 | $FCX | FREEPORT-MCMORAN INC | Materials | $3.9M | 0.1% | 63K | +4% | |||
| 106 | $MS | MORGAN STANLEY | Financials | $3.9M | 0.1% | 19K | -1% | |||
| 107 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | — | $3.9M | 0.1% | 131K | -0.5% | |||
| 108 | $ORCL | ORACLE CORP | Technology | $3.9M | 0.1% | 26K | +29% | |||
| 109 | $META | Meta Platforms, Inc. | Technology | $3.9M | 0.1% | 6,848 | -6% | |||
| 110 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $3.8M | 0.1% | 16K | -2% | |||
| 111 | $GLD | SPDR GOLD TRUST | Financials | $3.8M | 0.1% | 10K | -2% | |||
| 112 | $SPGI | S&P Global Inc. | Financials | $3.8M | 0.1% | 9,221 | -9% | |||
| 113 | — | FIRST TR EXCHANGE-TRADED ALP - MID CP GR ALPH | — | $3.7M | 0.1% | 33K | -7% | |||
| 114 | $CORT | CORCEPT THERAPEUTICS INC | Healthcare | $3.6M | 0.1% | 41K | -13% | |||
| 115 | — | ISHARES TR - US REGNL BKS ETF | — | $3.6M | 0.1% | 57K | -2% | |||
| 116 | $AZO | AUTOZONE INC | Consumer Discretionary | $3.6M | 0.1% | 1,111 | -0.1% | |||
| 117 | $RTX | RTX Corp | Industrials | $3.5M | 0.1% | 19K | +0.4% | |||
| 118 | $AXP | AMERICAN EXPRESS CO | Financials | $3.5M | 0.1% | 10K | -0.8% | |||
| 119 | $CVS | CVS HEALTH Corp | Healthcare | $3.5M | 0.1% | 34K | +20% | |||
| 120 | $IVZ | Invesco Ltd. | Financials | $3.4M | 0.1% | 55K | -8% | |||
| 121 | $SO | SOUTHERN CO | Utilities | $3.3M | 0.1% | 35K | +1% | |||
| 122 | $UNP | UNION PACIFIC CORP | Industrials | $3.3M | 0.1% | 12K | -2% | |||
| 123 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.3M | 0.1% | 7,896 | -8% | |||
| 124 | — | ISHARES TR - S&P 100 ETF | — | $3.3M | 0.1% | 8,919 | -0.2% | |||
| 125 | $ALL | ALLSTATE CORP | Financials | $3.1M | 0.1% | 13K | -1% | |||
| 126 | $JCI | Johnson Controls International plc | Industrials | $3.1M | 0.1% | 21K | -3% | |||
| 127 | — | ISHARES TR - CORE S&P MCP ETF | — | $3.0M | 0.1% | 39K | -2% | |||
| 128 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.9M | 0.1% | 36K | -15% | |||
| 129 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.9M | 0.1% | 2,326 | -0.2% | |||
| 130 | $PLD | Prologis, Inc. | Real Estate | $2.9M | 0.1% | 21K | -0.7% | |||
| 131 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.8M | 0.1% | 9,477 | -2% | |||
| 132 | $NKE | NIKE, Inc. | Consumer Discretionary | $2.8M | 0.1% | 69K | -10% | |||
| 133 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.7M | 0.1% | 22K | -1% | |||
| 134 | $PH | Parker-Hannifin Corp | Industrials | $2.7M | 0.1% | 2,793 | -3% | |||
| 135 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.7M | 0.1% | 9,711 | +2% | |||
| 136 | — | ISHARES TR - CORE DIV GRWTH | — | $2.7M | 0.1% | 36K | -8% | |||
| 137 | $BA | BOEING CO | Industrials | $2.7M | 0.1% | 13K | +4% | |||
| 138 | $MU | MICRON TECHNOLOGY INC | Technology | $2.7M | 0.1% | 2,332 | +2% | |||
| 139 | $IRM | IRON MOUNTAIN INC | Real Estate | $2.7M | 0.1% | 21K | — | |||
| 140 | $GE | GENERAL ELECTRIC CO | Industrials | $2.6M | 0.1% | 7,089 | +15% | |||
| 141 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $2.6M | 0.1% | 7,050 | -12% | |||
| 142 | $IVZ | Invesco Ltd. | Financials | $2.6M | 0.1% | 242K | -3% | |||
| 143 | $MMM | 3M CO | Healthcare | $2.6M | 0.1% | 16K | -1% | |||
| 144 | — | ISHARES TR - ISHARES BIOTECH | — | $2.6M | 0.1% | 14K | -0.7% | |||
| 145 | $CLX | CLOROX CO /DE/ | Consumer Staples | $2.6M | 0.1% | 27K | -8% | |||
| 146 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.6M | 0.1% | 5,125 | -2% | |||
| 147 | $PPL | PPL Corp | Utilities | $2.5M | 0.1% | 69K | -1% | |||
| 148 | $INTC | INTEL CORP | Technology | $2.5M | 0.1% | 18K | +24% | |||
| 149 | $NEM | NEWMONT Corp /DE/ | Materials | $2.5M | 0.1% | 26K | +9% | |||
| 150 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $2.3M | 0.1% | 63K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 27 new, 110 added to, 197 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (27)
$HONAHoneywell Aerospace Inc.$1.4M
first bought this quarter
- ISHARES TR - CORE MSCI EAFE$1.2M
first bought this quarter
$ECHOEchoStar CORP$972K
first bought this quarter
$SPGSIMON PROPERTY GROUP INC.$637K
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$500K
first bought this quarter
- SCHWAB STRATEGIC TR - US SML CAP ETF$441K
first bought this quarter
+21 more in the Excel export
Added to (110)
- VANGUARD WORLD FD - INF TECH ETF+708%
now $73.8M
$KLACKLA CORP+860%
now $43.0M · held 10+ qtrs
- VANGUARD INDEX FDS - GROWTH ETF+446%
now $4.6M
- SELECT SECTOR SPDR TR - ST STR CARE ETF+7%
now $55.4M
- SELECT SECTOR SPDR TR - ST STR DISCR ETF+6%
now $61.8M
$BKNGBooking Holdings Inc.+2475%
now $2.2M · held 10+ qtrs
+104 more in the Excel export
Trimmed (197)
$ABTABBOTT LABORATORIES-40%
now $7.0M · held 10+ qtrs, 3 trims in a row
$MCDMCDONALDS CORP-20%
now $16.3M · held 10+ qtrs
now $240.3M · held 10+ qtrs, 3 trims in a row
- ISHARES TR - ISHARES SEMICDTR-11%
now $20.4M
- SELECT SECTOR SPDR TR - ST STR INDL ETF-4%
now $48.9M
$HONHONEYWELL INTERNATIONAL INC-50%
now $1.4M · held 10+ qtrs, 7 trims in a row
+191 more in the Excel export
Holdings by quarter
Every 13F KCM INVESTMENT ADVISORS LLC has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow KCM INVESTMENT ADVISORS?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of KCM INVESTMENT ADVISORS's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+2.4%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 6% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
KCM INVESTMENT ADVISORS LLC disclosed 400 positions worth $3.4B in its Form 13F-HR for Q2 2026, followed by $AAPL and $MSFT. During the quarter the fund opened 27 new positions and exited 18 — including a new stake in $HONA and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (35.6% of disclosed assets). All figures are sourced directly from KCM INVESTMENT ADVISORS LLC’s Form 13F-HR filing with the SEC under CIK 1109228.
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