Kcm Investment Advisors LLC Top Holdings and 13F Report (2025) About Kcm Investment Advisors LLCInvestment ActivityKcm Investment Advisors LLC has $2.90 billion in total holdings as of December 31, 2024.Kcm Investment Advisors LLC owns shares of 367 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 1.21% of the portfolio was purchased this quarter.About 3.05% of the portfolio was sold this quarter.This quarter, Kcm Investment Advisors LLC has purchased 373 new stocks and bought additional shares in 119 stocks.Kcm Investment Advisors LLC sold shares of 181 stocks and completely divested from 23 stocks this quarter.Largest Holdings Apple $230,188,854Technology Select Sector SPDR Fund $161,079,132Microsoft $130,564,913Costco Wholesale $109,796,773Amazon.com $74,788,515 Largest New Holdings this Quarter BLACKROCK INC $2,481,164 HoldingISHARES BITCOIN TRUST ETF $613,523 HoldingCoinbase Global $506,532 HoldingDatadog $285,780 HoldingSPDR S&P Regional Banking ETF $276,101 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 131,724 shares (about $3.60M)Schwab US Broad Market ETF 155,214 shares (about $3.52M)BLACKROCK INC 2,420 shares (about $2.48M)Blackstone 10,641 shares (about $1.83M)Vertiv 15,100 shares (about $1.72M) Largest Sales this Quarter Advanced Micro Devices 68,400 shares (about $8.26M)Vanguard Information Technology ETF 6,984 shares (about $4.34M)UnitedHealth Group 8,049 shares (about $4.07M)United Parcel Service 23,607 shares (about $2.98M)Elevance Health 7,990 shares (about $2.95M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKcm Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$230,188,854$2,346,937 ▼-1.0%919,2117.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$161,079,132$2,824,885 ▼-1.7%692,7545.6%ETFMSFTMicrosoft$130,564,913$2,453,126 ▼-1.8%309,7634.5%Computer and TechnologyCOSTCostco Wholesale$109,796,773$1,560,410 ▼-1.4%119,8303.8%Retail/WholesaleAMZNAmazon.com$74,788,515$919,683 ▲1.2%340,8932.6%Retail/WholesaleVTIVanguard Total Stock Market ETF$64,247,118$251,845 ▼-0.4%221,6872.2%ETFXLCCommunication Services Select Sector SPDR Fund$62,489,379$361,488 ▲0.6%645,4852.2%ETFGOOGLAlphabet$53,699,488$151,629 ▲0.3%283,6741.9%Computer and TechnologyADPAutomatic Data Processing$53,193,038$624,099 ▼-1.2%181,7141.8%Business ServicesWMTWalmart$52,850,624$208,709 ▼-0.4%584,9541.8%Retail/WholesaleNVDANVIDIA$51,717,792$287,112 ▼-0.6%385,1201.8%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$50,812,897$1,868,839 ▼-3.5%226,4891.8%FinanceHDHome Depot$50,758,751$74,686 ▼-0.1%130,4891.8%Retail/WholesaleVVisa$50,748,820$146,959 ▼-0.3%160,5771.7%Business ServicesCVXChevron$48,406,893$54,750 ▲0.1%334,2091.7%EnergyVGTVanguard Information Technology ETF$45,097,102$4,342,633 ▼-8.8%72,5271.6%ETFXLVHealth Care Select Sector SPDR Fund$44,137,545$208,694 ▲0.5%320,8371.5%ETFJPMJPMorgan Chase & Co.$42,735,361$538,390 ▲1.3%178,2791.5%FinanceXLFFinancial Select Sector SPDR Fund$42,544,934$129,911 ▲0.3%880,3011.5%ETFVFHVanguard Financials ETF$40,404,990$1,981,924 ▼-4.7%342,2121.4%ETFVOXVanguard Communication Services ETF$39,434,841$2,197,178 ▼-5.3%254,4841.4%ETFWMWaste Management$39,303,858$58,923 ▼-0.1%194,7761.4%Business ServicesTTTrane Technologies$37,430,005$181,351 ▼-0.5%101,3401.3%ConstructionPGProcter & Gamble$35,635,723$519,213 ▼-1.4%212,5601.2%Consumer StaplesBXBlackstone$34,787,175$1,834,724 ▲5.6%201,7581.2%FinanceXLIIndustrial Select Sector SPDR Fund$33,411,236$533,761 ▼-1.6%253,5761.2%ETFXLPConsumer Staples Select Sector SPDR Fund$32,964,840$808,582 ▼-2.4%419,3471.1%ETFJNJJohnson & Johnson$30,364,585$1,696,394 ▼-5.3%209,9611.0%MedicalXLEEnergy Select Sector SPDR Fund$30,277,023$139,283 ▼-0.5%353,4561.0%ETFVCRVanguard Consumer Discretionary ETF$30,147,886$215,468 ▼-0.7%80,3131.0%ETFLLYEli Lilly and Company$28,887,563$964,231 ▼-3.2%37,4191.0%MedicalGOOGAlphabet$28,583,658$574,366 ▼-2.0%150,0931.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$26,622,980$1,994,409 ▼-7.0%45,4260.9%FinanceVHTVanguard Health Care ETF$26,595,663$107,057 ▼-0.4%104,8350.9%ETFNEENextEra Energy$25,395,254$304,037 ▼-1.2%354,2370.9%UtilitiesAMGNAmgen$23,740,545$92,787 ▼-0.4%91,0860.8%MedicalMCDMcDonald's$23,055,968$299,455 ▲1.3%79,5340.8%Retail/WholesaleQQQInvesco QQQ$22,009,585$29,651 ▼-0.1%43,0520.8%FinanceVISVanguard Industrials ETF$21,284,865$98,704 ▲0.5%83,6700.7%ETFCATCaterpillar$19,519,456$71,464 ▼-0.4%53,8080.7%IndustrialsDHRDanaher$18,335,847$2,101,769 ▼-10.3%79,8770.6%MedicalECLEcolab$17,685,108$506,367 ▼-2.8%75,4740.6%Basic MaterialsBACBank of America$17,092,606$784,728 ▼-4.4%388,9100.6%FinanceAVGOBroadcom$16,829,216$1,538,718 ▼-8.4%72,5900.6%Computer and TechnologyABTAbbott Laboratories$16,160,830$170,118 ▼-1.0%142,8770.6%MedicalUPSUnited Parcel Service$14,606,689$2,976,847 ▼-16.9%115,8340.5%TransportationABBVAbbVie$13,873,529$127,766 ▼-0.9%78,0730.5%MedicalWFC.PLWells Fargo & Co. Pfd. Series L$13,692,411$555,340 ▼-3.9%11,4650.5%FinanceBRK.BBerkshire Hathaway$13,272,038$23,117 ▲0.2%29,2800.5%FinanceAPDAir Products and Chemicals$13,128,634$205,928 ▼-1.5%45,2650.5%Basic MaterialsSDYSPDR S&P Dividend ETF$12,506,600$15,059 ▲0.1%94,6750.4%ETFVDCVanguard Consumer Staples ETF$12,440,603$247,104 ▲2.0%58,8540.4%ETFSBUXStarbucks$12,208,420$185,785 ▼-1.5%133,7910.4%Retail/WholesaleKMBKimberly-Clark$12,121,553$300,605 ▼-2.4%92,5030.4%Consumer StaplesVZVerizon Communications$11,882,340$168,198 ▼-1.4%297,1330.4%Computer and TechnologyCCICrown Castle$11,691,462$1,244,686 ▼-9.6%128,8170.4%FinanceORealty Income$11,331,404$267,584 ▼-2.3%212,1590.4%FinanceEIXEdison International$11,132,840$28,663 ▲0.3%139,4390.4%UtilitiesLOWLowe's Companies$10,177,801$65,402 ▲0.6%41,2390.4%Retail/WholesaleKLACKLA$10,045,943$212,979 ▼-2.1%15,9430.3%Computer and TechnologyNKENIKE$9,734,853$530,521 ▼-5.2%128,6490.3%Consumer DiscretionaryVNQVanguard Real Estate ETF$9,688,269$399,079 ▼-4.0%108,7590.3%ETFACNAccenture$9,340,376$61,211 ▲0.7%26,5510.3%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$8,963,461$204,818 ▼-2.2%118,4230.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$8,559,899$212,460 ▼-2.4%15,0280.3%ETFXLBMaterials Select Sector SPDR Fund$8,543,728$50,568 ▼-0.6%101,5420.3%ETFSCHWCharles Schwab$7,682,153$87,628 ▼-1.1%103,7990.3%FinanceAMATApplied Materials$7,658,935$228,659 ▼-2.9%47,0940.3%Computer and TechnologyVDEVanguard Energy ETF$7,542,934$553,416 ▼-6.8%62,1790.3%ETFLABCORP HOLDINGS INC$7,465,742$100,671 ▼-1.3%32,5560.3%COM SHSVAWVanguard Materials ETF$7,393,782$389,957 ▼-5.0%39,3620.3%ETFGPCGenuine Parts$7,200,356$826,661 ▼-10.3%61,6680.2%Retail/WholesaleMRKMerck & Co., Inc.$7,141,246$401,898 ▼-5.3%71,7860.2%MedicalIVViShares Core S&P 500 ETF$7,043,617$101,254 ▲1.5%11,9650.2%ETFTSLATesla$6,983,201$704,701 ▼-9.2%17,2920.2%Auto/Tires/TrucksDVYiShares Select Dividend ETF$6,946,588$119,606 ▲1.8%52,9100.2%ETFQCOMQUALCOMM$6,834,554$212,764 ▲3.2%44,4900.2%Computer and TechnologyUNPUnion Pacific$6,736,196$214,354 ▼-3.1%29,5400.2%TransportationCLXClorox$6,715,978$141,946 ▼-2.1%41,3520.2%Consumer StaplesPEPPepsiCo$6,490,281$310,205 ▼-4.6%42,6820.2%Consumer StaplesSPGIS&P Global$6,471,900$47,811 ▼-0.7%12,9950.2%Business ServicesSCCOSouthern Copper$6,374,726$1,293,044 ▲25.4%69,9520.2%Basic MaterialsUNHUnitedHealth Group$6,288,113$4,071,516 ▼-39.3%12,4310.2%MedicalLINDE PLC$6,272,095$21,352 ▲0.3%14,9810.2%SHSCTASCintas$6,214,906$112,361 ▼-1.8%34,0170.2%Business ServicesETNEaton$6,007,377$23,230 ▲0.4%18,1020.2%IndustrialsVPUVanguard Utilities ETF$5,907,315$67,329 ▲1.2%36,1480.2%ETFCLColgate-Palmolive$5,704,161$190,002 ▼-3.2%62,7450.2%Consumer StaplesCSLCarlisle Companies$5,518,584$133,151 ▲2.5%14,9620.2%Multi-Sector ConglomeratesPEGPublic Service Enterprise Group$5,501,249$10,646 ▼-0.2%65,1110.2%UtilitiesCSCOCisco Systems$5,491,195$40,315 ▼-0.7%92,7570.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$5,489,504$3,598,691 ▲190.3%200,9340.2%ETFROSTRoss Stores$5,324,553$30,405 ▲0.6%35,1990.2%Retail/WholesaleSCHBSchwab US Broad Market ETF$5,285,352$3,523,356 ▲200.0%232,8350.2%ETFGDGeneral Dynamics$5,253,005$6,851 ▲0.1%19,9360.2%AerospaceTRVTravelers Companies$5,147,005$745,541 ▲16.9%21,3670.2%FinanceVRTVertiv$4,979,526$1,715,511 ▲52.6%43,8300.2%Computer and TechnologyFDISFidelity MSCI Consumer Discretionary Index ETF$4,938,9800.0%50,6770.2%ETFLHXL3Harris Technologies$4,810,155$757,429 ▲18.7%22,8750.2%AerospaceVUGVanguard Growth ETF$4,620,488$71,830 ▲1.6%11,2570.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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