Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

  • $3.05 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.4B
$2.22 Million 0.07% of portfolio
56,549
Q3 2025 Reduced 0.21%
$68.7B
$2.26 Million 0.07% of portfolio
27,079
Q3 2025 Reduced 52.15%
$74.9B
$2.27 Million 0.07% of portfolio
8,716
Q3 2025 Reduced 1.45%
$16.4B
$2.04 Million 0.07% of portfolio
30,526
Q3 2025 Reduced 2.21%
$92.7B
$1.7 Million 0.06% of portfolio
6,520
Q3 2025 Reduced 0.49%
$0
$1.94 Million 0.06% of portfolio
5,117
Q2 2025 New
$0
$1.88 Million 0.06% of portfolio
13,324
Q3 2025 Reduced 0.91%
$123B
$1.94 Million 0.06% of portfolio
3,878
Q3 2025 Added 1.54%
$0
$1.92 Million 0.06% of portfolio
4,104
Q3 2025 Added 0.54%
$78.2B
$1.69 Million 0.06% of portfolio
5,234
Q3 2025 Reduced 2.19%
$0
$1.82 Million 0.06% of portfolio
9,348
Q3 2025 Added 0.15%
$237B
$1.89 Million 0.06% of portfolio
7,982
Q3 2025 Reduced 41.18%
$114B
$1.78 Million 0.06% of portfolio
8,238
Q3 2025 Added 0.06%
$0
$1.88 Million 0.06% of portfolio
63,459
Q1 2025 Reduced 3.24%
$10.4B
$1.59 Million 0.05% of portfolio
23,755
Q3 2025 Reduced 4.62%
$99.7B
$1.51 Million 0.05% of portfolio
7,820
Q3 2025 Reduced 2.24%
$0
$1.54 Million 0.05% of portfolio
11,155
Q3 2022 Reduced 37.17%
$103B
$1.45 Million 0.05% of portfolio
19,220
Q3 2025 Added 41.63%
$128B
$1.4 Million 0.05% of portfolio
14,723
Q3 2025 Reduced 5.57%
$74.3B
$1.65 Million 0.05% of portfolio
26,092
Q3 2025 Reduced 1.23%
$150B
$1.62 Million 0.05% of portfolio
27,393
Q3 2025 Reduced 2.23%
$0
$1.49 Million 0.05% of portfolio
17,109
Q3 2025 Added 0.48%
$512B
$1.55 Million 0.05% of portfolio
2,726
Q3 2025 Reduced 9.62%
$47.8B
$1.64 Million 0.05% of portfolio
24,388
Q3 2025 Reduced 0.26%
$0
$1.46 Million 0.05% of portfolio
5,738
Q3 2025 Reduced 0.5%
$0
$1.39 Million 0.05% of portfolio
23,280
Q3 2025 Reduced 57.42%
$0
$1.44 Million 0.05% of portfolio
2,349
Q3 2025 Added 4.59%
$14.7B
$1.6 Million 0.05% of portfolio
19,636
Q3 2025 Added 4.97%
$0
$1.54 Million 0.05% of portfolio
3,317
Q3 2025 Reduced 0.18%
$328B
$1.66 Million 0.05% of portfolio
5,518
Q3 2025 Added 4.21%
$0
$1.55 Million 0.05% of portfolio
12,200
Q3 2025 Added 0.31%
$86.1B
$1.56 Million 0.05% of portfolio
4,515
Q3 2025 Reduced 2.59%
$75.4B
$1.62 Million 0.05% of portfolio
12,384
Q3 2025 Added 0.44%
$68.9B
$1.62 Million 0.05% of portfolio
6,875
Q3 2025 Added 0.76%
$0
$1.46 Million 0.05% of portfolio
55,499
Q3 2025 Reduced 1.07%
$65.3B
$1.26 Million 0.04% of portfolio
17,365
Q2 2025 Added 9.11%
$0
$1.35 Million 0.04% of portfolio
4,950
Q4 2024 Reduced 0.54%
$96.4B
$1.13 Million 0.04% of portfolio
9,141
Q3 2025 Added 3.15%
$69.1B
$1.28 Million 0.04% of portfolio
15,190
Q3 2025 Added 11.26%
$0
$1.21 Million 0.04% of portfolio
10,062
Q4 2024 Reduced 7.45%
$30.9B
$1.31 Million 0.04% of portfolio
10,419
Q3 2025 Reduced 2.43%
$49.1B
$1.32 Million 0.04% of portfolio
1,099
Q3 2025 Added 13.77%
$0
$1.17 Million 0.04% of portfolio
6,171
Q3 2025 Reduced 1.75%
$156B
$1.32 Million 0.04% of portfolio
11,882
Q3 2025 Added 7.43%
$170B
$1.08 Million 0.04% of portfolio
7,498
Q3 2025 Added 43.58%
$283B
$1.23 Million 0.04% of portfolio
9,599
Q3 2025 Reduced 6.34%
$121B
$1.13 Million 0.04% of portfolio
1,458
Q3 2025 Added 1.6%
$0
$1.22 Million 0.04% of portfolio
38,277
Q3 2025 Added 0.02%
$0
$1.13 Million 0.04% of portfolio
4,652
Q2 2025 Reduced 52.45%

Summary

  • Portfolio
  • No. of Stocks 383
  • Current Value $3.05 Billion
  • Prior Value $2.93 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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