Kcm Investment Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.05 Billion distributed in 383 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $223M, Technology Sector Spdr with a value of $194M, Microsoft Corp with a value of $155M, Costco Wholesale Corp with a value of $107M, and Amazon Com Inc with a value of $73.5M.
Examining the 13F form we can see an increase of $120M in the current position value, from $2.93B to 3.05B.
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
$3.05 Billion
ETFs: $1.06 Billion
Technology: $555 Million
Industrials: $265 Million
Financial Services: $244 Million
Consumer Defensive: $230 Million
Consumer Cyclical: $214 Million
Healthcare: $168 Million
Communication Services: $135 Million
Other: $180 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
