Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 2024

Kcm Investment Advisors LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.91 Billion distributed in 373 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $216M, Technology Sector Spdr with a value of $159M, Microsoft Corp with a value of $136M, Costco Wholesale Corp with a value of $108M, and Vanguard Total Stock Market Et with a value of $63M.

Examining the 13F form we can see an increase of $149M in the current position value, from $2.76B to 2.91B.

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 $2.91 Billion
ETFs: $970 Million
Technology: $501 Million
Industrials: $252 Million
Consumer Defensive: $244 Million
Healthcare: $216 Million
Consumer Cyclical: $212 Million
Financial Services: $188 Million
Communication Services: $103 Million
Other: $220 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.3B
$2.06 Million 0.07% of portfolio
1,789
Q3 2024 Added 1.82%
$0
$2.03 Million 0.07% of portfolio
5,416
Q3 2024 Added 0.26%
$92.8B
$2.13 Million 0.07% of portfolio
5,579
Q3 2024 Reduced 1.15%
$33.4B
$2.08 Million 0.07% of portfolio
11,094
Q3 2024 Reduced 8.27%
$229B
$1.93 Million 0.07% of portfolio
8,727
Q3 2024 Added 1.54%
$145B
$2.03 Million 0.07% of portfolio
31,265
Q3 2024 Reduced 0.64%
$31.3B
$1.95 Million 0.07% of portfolio
20,285
Q3 2024 Added 0.19%
$86.1B
$2 Million 0.07% of portfolio
8,591
Q3 2024 Reduced 2.53%
$72.7B
$1.75 Million 0.06% of portfolio
10,769
Q3 2024 Reduced 0.06%
$0
$1.8 Million 0.06% of portfolio
6,764
Q3 2024 Reduced 1.14%
$44B
$1.77 Million 0.06% of portfolio
39,252
Q3 2024 Added 7.87%
$32.4B
$1.72 Million 0.06% of portfolio
15,570
Q3 2024 Added 4.86%
$0
$1.65 Million 0.06% of portfolio
9,209
Q3 2024 Added 1.54%
$53.7B
$1.76 Million 0.06% of portfolio
22,707
Q3 2024 Reduced 0.37%
$190B
$1.84 Million 0.06% of portfolio
15,203
Q3 2024 Reduced 0.24%
$68.9B
$1.81 Million 0.06% of portfolio
6,615
Q3 2024 Added 3.34%
$52.4B
$1.7 Million 0.06% of portfolio
4,665
Q3 2024 Reduced 0.83%
$0
$1.82 Million 0.06% of portfolio
21,861
Q1 2024 Reduced 2.83%
$0
$1.71 Million 0.06% of portfolio
13,344
Q3 2024 Reduced 1.16%
$54.7B
$1.72 Million 0.06% of portfolio
21,363
Q3 2024 Added 1.41%
$44.1B
$1.39 Million 0.05% of portfolio
24,270
Q3 2024 Added 3.29%
$121B
$1.54 Million 0.05% of portfolio
17,111
Q3 2024 Reduced 24.78%
$1.09T
$1.46 Million 0.05% of portfolio
8,406
Q3 2024 Added 8.83%
$76.8B
$1.53 Million 0.05% of portfolio
13,985
Q3 2024 Reduced 0.6%
$0
$1.56 Million 0.05% of portfolio
21,548
Q1 2024 Added 0.24%
$0
$1.45 Million 0.05% of portfolio
19,964
Q1 2024 Added 0.03%
$105B
$1.32 Million 0.05% of portfolio
8,664
Q3 2024 Reduced 4.61%
$188B
$1.55 Million 0.05% of portfolio
369
Q3 2024 Added 8.21%
$13B
$1.51 Million 0.05% of portfolio
13,727
Q3 2024 Reduced 6.43%
$81.6B
$1.39 Million 0.05% of portfolio
5,137
Q2 2024 Reduced 5.24%
$0
$1.33 Million 0.05% of portfolio
11,155
Q3 2022 Reduced 37.17%
$0
$1.51 Million 0.05% of portfolio
19,281
Q3 2024 Added 0.52%
$74.1B
$1.21 Million 0.04% of portfolio
19,233
Q3 2024 Reduced 6.83%
$45.1B
$1.03 Million 0.04% of portfolio
3,836
Q3 2024 Added 2.29%
$0
$1.16 Million 0.04% of portfolio
4,880
Q1 2024 Reduced 2.01%
$67.5B
$1.3 Million 0.04% of portfolio
28,391
Q3 2024 Reduced 0.54%
$0
$1.2 Million 0.04% of portfolio
11,579
Q3 2024 Added 0.13%
$225B
$1.12 Million 0.04% of portfolio
9,747
Q3 2024 Reduced 0.78%
$126B
$1.08 Million 0.04% of portfolio
10,263
Q3 2024 Added 0.41%
$9.86B
$1.27 Million 0.04% of portfolio
13,396
Q3 2024 Added 4.32%
$202B
$1.06 Million 0.04% of portfolio
2,164
Q3 2024 Reduced 8.81%
$0
$1.23 Million 0.04% of portfolio
17,114
Q3 2024 Added 2.42%
$22.3B
$1.04 Million 0.04% of portfolio
7,682
Q3 2024 Reduced 3.3%
$0
$1.28 Million 0.04% of portfolio
7,141
Q3 2024 Reduced 11.64%
$8.47B
$1.13 Million 0.04% of portfolio
9,990
Q3 2024 Added 0.08%
$125B
$1.14 Million 0.04% of portfolio
22,098
Q3 2024 Reduced 3.83%
$0
$1.21 Million 0.04% of portfolio
22,893
Q3 2024 Added 0.0%
$0
$1.08 Million 0.04% of portfolio
10,872
Q4 2023 Added 1.21%
$0
$1.04 Million 0.04% of portfolio
15,269
Q3 2024 Added 1.94%

Summary

  • Portfolio
  • No. of Stocks 373
  • Current Value $2.91 Billion
  • Prior Value $2.76 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 129 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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