Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

  • $2.85 Billion
  • Q4 2024

Kcm Investment Advisors LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.85 Billion distributed in 367 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $230M, Technology Sector Spdr with a value of $161M, Microsoft Corp with a value of $131M, Costco Wholesale Corp with a value of $110M, and Amazon Com Inc with a value of $74.8M.

Examining the 13F form we can see an decrease of $50.8M in the current position value, from $2.91B to 2.85B.

Kcm Investment Advisors LLC is based out at Greenbrae, CA

Below you can find more details about Kcm Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.85 Billion
ETFs: $963 Million
Technology: $500 Million
Consumer Defensive: $244 Million
Industrials: $241 Million
Consumer Cyclical: $217 Million
Financial Services: $208 Million
Healthcare: $175 Million
Communication Services: $111 Million
Other: $194 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$230 Million 8.06% of portfolio
919,211
Q4 2024 Reduced 1.01%
$2.8T
$131 Million 4.57% of portfolio
309,763
Q4 2024 Reduced 1.84%
$419B
$110 Million 3.85% of portfolio
119,830
Q4 2024 Reduced 1.4%
$1.94T
$74.8 Million 2.62% of portfolio
340,893
Q4 2024 Added 1.25%
$922B
$53.7 Million 1.88% of portfolio
283,674
Q4 2024 Added 0.28%
$127B
$53.2 Million 1.86% of portfolio
181,714
Q4 2024 Reduced 1.16%
$238B
$52.9 Million 1.85% of portfolio
584,954
Q4 2024 Reduced 0.39%
$270B
$51.7 Million 1.81% of portfolio
385,120
Q4 2024 Reduced 0.55%
$375B
$50.8 Million 1.78% of portfolio
130,489
Q4 2024 Reduced 0.15%
$573B
$50.7 Million 1.78% of portfolio
160,577
Q4 2024 Reduced 0.29%
$327B
$48.4 Million 1.7% of portfolio
334,209
Q4 2024 Added 0.11%
$720B
$42.7 Million 1.5% of portfolio
178,279
Q4 2024 Added 1.28%
$95B
$39.3 Million 1.38% of portfolio
194,776
Q4 2024 Reduced 0.15%
$78.1B
$37.4 Million 1.31% of portfolio
101,340
Q4 2024 Reduced 0.48%
$404B
$35.6 Million 1.25% of portfolio
212,560
Q4 2024 Reduced 1.44%
$99.1B
$34.8 Million 1.22% of portfolio
201,758
Q4 2024 Added 5.57%
$785B
$28.9 Million 1.01% of portfolio
37,419
Q4 2024 Reduced 3.23%
$951B
$28.6 Million 1.0% of portfolio
150,093
Q4 2024 Reduced 1.97%
$139B
$25.4 Million 0.89% of portfolio
354,237
Q4 2024 Reduced 1.18%
$167B
$23.7 Million 0.83% of portfolio
91,086
Q4 2024 Reduced 0.39%
$230B
$23.1 Million 0.81% of portfolio
79,534
Q4 2024 Added 1.32%
$174B
$19.5 Million 0.68% of portfolio
53,808
Q4 2024 Reduced 0.36%
$149B
$18.3 Million 0.64% of portfolio
79,877
Q4 2024 Reduced 10.28%
$72.3B
$17.7 Million 0.62% of portfolio
75,474
Q4 2024 Reduced 2.78%
$335B
$17.1 Million 0.6% of portfolio
388,910
Q4 2024 Reduced 4.39%
$67.8B
$16.8 Million 0.59% of portfolio
72,590
Q4 2024 Reduced 8.38%
$232B
$16.2 Million 0.57% of portfolio
142,877
Q4 2024 Reduced 1.04%
$80.2B
$14.6 Million 0.51% of portfolio
115,834
Q4 2024 Reduced 16.93%
$370B
$13.9 Million 0.49% of portfolio
78,073
Q4 2024 Reduced 0.91%
$65.4B
$13.1 Million 0.46% of portfolio
45,265
Q4 2024 Reduced 1.54%
$683B
$13.3 Million 0.46% of portfolio
29,280
Q4 2024 Added 0.17%
$112B
$12.2 Million 0.43% of portfolio
133,791
Q4 2024 Reduced 1.5%
$48B
$12.1 Million 0.42% of portfolio
92,503
Q4 2024 Reduced 2.42%
$191B
$11.9 Million 0.42% of portfolio
297,133
Q4 2024 Reduced 1.4%
$45.1B
$11.7 Million 0.41% of portfolio
128,817
Q4 2024 Reduced 9.62%
$35.8B
$11.3 Million 0.4% of portfolio
212,159
Q4 2024 Reduced 2.31%
$22.5B
$11.1 Million 0.39% of portfolio
139,439
Q4 2024 Added 0.26%
$145B
$10.2 Million 0.36% of portfolio
41,239
Q4 2024 Added 0.65%
$96.3B
$10 Million 0.35% of portfolio
15,943
Q4 2024 Reduced 2.08%
$80B
$9.73 Million 0.34% of portfolio
128,649
Q4 2024 Reduced 5.17%
$197B
$9.34 Million 0.33% of portfolio
26,551
Q4 2024 Added 0.66%
$125B
$7.66 Million 0.27% of portfolio
47,094
Q4 2024 Reduced 2.9%
$142B
$7.68 Million 0.27% of portfolio
103,799
Q4 2024 Reduced 1.13%
$16.8B
$7.2 Million 0.25% of portfolio
61,668
Q4 2024 Reduced 10.3%
$227B
$7.14 Million 0.25% of portfolio
71,786
Q4 2024 Reduced 5.33%
$818B
$6.98 Million 0.24% of portfolio
17,292
Q4 2024 Reduced 9.17%
$173B
$6.83 Million 0.24% of portfolio
44,490
Q4 2024 Added 3.21%
$18.2B
$6.72 Million 0.24% of portfolio
41,352
Q4 2024 Reduced 2.07%
$145B
$6.74 Million 0.24% of portfolio
29,540
Q4 2024 Reduced 3.08%

Summary

  • Portfolio
  • No. of Stocks 367
  • Current Value $2.85 Billion
  • Prior Value $2.91 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 181 stocks
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