Kcm Investment Advisors LLC Top Holdings and 13F Report (2024) About Kcm Investment Advisors LLCInvestment ActivityKcm Investment Advisors LLC has $2.95 billion in total holdings as of September 30, 2024.Kcm Investment Advisors LLC owns shares of 373 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 1.72% of the portfolio was purchased this quarter.About 1.21% of the portfolio was sold this quarter.This quarter, Kcm Investment Advisors LLC has purchased 367 new stocks and bought additional shares in 129 stocks.Kcm Investment Advisors LLC sold shares of 158 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $216,359,792Technology Select Sector SPDR Fund $159,138,867Microsoft $135,795,181Costco Wholesale $107,741,307Vanguard Total Stock Market ETF $63,018,966 Largest New Holdings this Quarter LABCORP HOLDINGS INC $7,373,723 HoldingTE CONNECTIVITY PLC $1,761,113 HoldingSelectQuote $607,600 HoldingZscaler $372,649 HoldingAMENTUM HOLDINGS INC $368,972 Holding Largest Purchases this Quarter Broadcom 71,424 shares (about $12.32M)LABCORP HOLDINGS INC 32,995 shares (about $7.37M)Cintas 26,016 shares (about $5.36M)TE CONNECTIVITY PLC 11,664 shares (about $1.76M)L3Harris Technologies 5,868 shares (about $1.40M) Largest Sales this Quarter Apple 13,064 shares (about $3.04M)Costco Wholesale 2,570 shares (about $2.28M)Johnson & Johnson 9,840 shares (about $1.59M)U.S. Bancorp 25,693 shares (about $1.17M)Vanguard Information Technology ETF 1,870 shares (about $1.10M) 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$216,359,792$3,043,911 ▼-1.4%928,5837.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$159,138,867$832,377 ▲0.5%704,9035.4%ETFMSFTMicrosoft$135,795,181$617,049 ▼-0.5%315,5834.6%Computer and TechnologyCOSTCostco Wholesale$107,741,307$2,278,354 ▼-2.1%121,5333.6%Retail/WholesaleVTIVanguard Total Stock Market ETF$63,018,966$50,686 ▲0.1%222,5562.1%ETFAMZNAmazon.com$62,737,497$288,625 ▼-0.5%336,7012.1%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$58,014,334$21,425 ▼0.0%641,7512.0%ETFHDHome Depot$52,952,058$769,882 ▼-1.4%130,6811.8%Retail/WholesaleADPAutomatic Data Processing$50,875,801$774,015 ▼-1.5%183,8461.7%Business ServicesXLVHealth Care Select Sector SPDR Fund$49,181,638$592,669 ▲1.2%319,3201.7%ETFCVXChevron$49,163,232$483,929 ▼-1.0%333,8311.7%Oils/EnergyWMTWalmart$47,421,595$528,105 ▼-1.1%587,2641.6%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$47,050,756$749,786 ▲1.6%234,8191.6%FinanceNVDANVIDIA$47,028,630$477,502 ▼-1.0%387,2581.6%Computer and TechnologyGOOGLAlphabet$46,914,487$217,595 ▼-0.5%282,8731.6%Computer and TechnologyVGTVanguard Information Technology ETF$46,634,892$1,096,795 ▼-2.3%79,5111.6%ETFVVisa$44,278,528$158,096 ▼-0.4%161,0421.5%Business ServicesWMWaste Management$40,496,126$579,619 ▼-1.4%195,0681.4%Business ServicesXLFFinancial Select Sector SPDR Fund$39,773,422$233,217 ▲0.6%877,6131.3%ETFTTTrane Technologies$39,584,845$612,251 ▼-1.5%101,8311.3%ConstructionVFHVanguard Financials ETF$39,457,516$187,507 ▲0.5%358,9981.3%ETFVOXVanguard Communication Services ETF$39,060,914$1,389,492 ▲3.7%268,6631.3%ETFPGProcter & Gamble$37,351,730$850,930 ▼-2.2%215,6571.3%Consumer StaplesJPMJPMorgan Chase & Co.$37,118,379$52,293 ▼-0.1%176,0331.3%FinanceJNJJohnson & Johnson$35,927,311$1,594,673 ▼-4.2%221,6911.2%MedicalXLPConsumer Staples Select Sector SPDR Fund$35,659,510$805,016 ▲2.3%429,6331.2%ETFXLIIndustrial Select Sector SPDR Fund$34,893,063$208,984 ▲0.6%257,6271.2%ETFLLYEli Lilly and Company$34,257,637$349,061 ▲1.0%38,6681.2%MedicalXLEEnergy Select Sector SPDR Fund$31,176,243$105,360 ▼-0.3%355,0821.1%ETFNEENextEra Energy$30,302,149$829,155 ▼-2.7%358,4781.0%UtilitiesVHTVanguard Health Care ETF$29,703,627$150,131 ▲0.5%105,2571.0%ETFAMGNAmgen$29,463,516$209,759 ▼-0.7%91,4421.0%MedicalBXBlackstone$29,265,678$607,159 ▲2.1%191,1171.0%FinanceSPYSPDR S&P 500 ETF Trust$28,016,025$223,766 ▲0.8%48,8290.9%FinanceVCRVanguard Consumer Discretionary ETF$27,540,316$46,646 ▲0.2%80,8870.9%ETFGOOGAlphabet$25,598,329$230,723 ▲0.9%153,1090.9%Computer and TechnologyDHRDanaher$24,753,042$311,105 ▼-1.2%89,0330.8%Multi-Sector ConglomeratesMCDMcDonald's$23,904,326$174,484 ▼-0.7%78,5010.8%Retail/WholesaleVISVanguard Industrials ETF$21,659,132$330,549 ▲1.5%83,2820.7%ETFCATCaterpillar$21,122,496$199,081 ▼-0.9%54,0050.7%Industrial ProductsQQQInvesco QQQ$21,040,470$308,945 ▲1.5%43,1100.7%FinanceECLEcolab$19,822,589$292,864 ▼-1.5%77,6350.7%Basic MaterialsUPSUnited Parcel Service$19,011,375$736,236 ▼-3.7%139,4410.6%TransportationCCICrown Castle$16,908,475$208,789 ▼-1.2%142,5310.6%FinanceABTAbbott Laboratories$16,460,895$219,812 ▼-1.3%144,3810.6%MedicalBACBank of America$16,140,438$404,101 ▼-2.4%406,7650.5%FinanceABBVAbbVie$15,559,804$193,727 ▲1.3%78,7920.5%MedicalWFC.PLWells Fargo & Co. Pfd. Series L$15,296,287$191,043 ▲1.3%11,9300.5%FinanceORealty Income$13,772,848$66,210 ▲0.5%217,1690.5%FinanceAPDAir Products and Chemicals$13,688,569$134,280 ▼-1.0%45,9750.5%Basic MaterialsAVGOBroadcom$13,666,727$12,320,703 ▲915.3%79,2270.5%Computer and TechnologyVZVerizon Communications$13,533,125$452,154 ▼-3.2%301,3390.5%Computer and TechnologyKMBKimberly-Clark$13,487,674$201,610 ▼-1.5%94,7970.5%Consumer StaplesBRK.BBerkshire Hathaway$13,452,940$49,708 ▼-0.4%29,2290.5%FinanceSDYSPDR S&P Dividend ETF$13,431,431$21,022 ▼-0.2%94,5610.5%ETFSBUXStarbucks$13,241,732$126,054 ▼-0.9%135,8270.4%Retail/WholesaleKLACKLA$12,608,330$226,131 ▲1.8%16,2810.4%Computer and TechnologyVDCVanguard Consumer Staples ETF$12,603,103$193,793 ▲1.6%57,6850.4%ETFEIXEdison International$12,112,485$190,553 ▼-1.5%139,0800.4%UtilitiesNKENIKE$11,992,340$490,973 ▼-3.9%135,6600.4%Consumer DiscretionaryUNHUnitedHealth Group$11,974,324$443,190 ▲3.8%20,4800.4%MedicalAMDAdvanced Micro Devices$11,647,383$207,561 ▲1.8%70,9860.4%Computer and TechnologyLOWLowe's Companies$11,097,871$22,481 ▼-0.2%40,9740.4%Retail/WholesaleVNQVanguard Real Estate ETF$11,031,736$51,243 ▲0.5%113,2390.4%ETFXLBMaterials Select Sector SPDR Fund$9,844,554$195,362 ▲2.0%102,1430.3%ETFAMATApplied Materials$9,799,469$82,841 ▼-0.8%48,5000.3%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$9,784,771$1,115,084 ▲12.9%121,1290.3%ETFGPCGenuine Parts$9,602,721$13,130 ▼-0.1%68,7480.3%Retail/WholesaleACNAccenture$9,323,742$296,923 ▲3.3%26,3770.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$8,773,176$203,365 ▼-2.3%15,4010.3%ETFVAWVanguard Materials ETF$8,762,855$38,910 ▲0.4%41,4380.3%ETFMRKMerck & Co., Inc.$8,610,796$65,070 ▼-0.8%75,8260.3%MedicalVDEVanguard Energy ETF$8,173,770$30,373 ▼-0.4%66,7410.3%ETFPEPPepsiCo$7,605,042$170 ▼0.0%44,7220.3%Consumer StaplesUNPUnion Pacific$7,512,774$128,910 ▼-1.7%30,4800.3%TransportationLABCORP HOLDINGS INC$7,373,723$7,373,723 ▲New Holding32,9950.2%COM SHSQCOMQUALCOMM$7,330,065$259,328 ▲3.7%43,1050.2%Computer and TechnologyCTASCintas$7,130,036$5,356,174 ▲301.9%34,6320.2%Industrial ProductsLINDE PLC$7,119,520$441,572 ▲6.6%14,9300.2%SHSDVYiShares Select Dividend ETF$7,023,540$270 ▲0.0%51,9990.2%ETFELVElevance Health$6,886,751$14,040 ▼-0.2%13,2440.2%MedicalCLXClorox$6,879,038$7,168 ▼-0.1%42,2260.2%Consumer StaplesSCHWCharles Schwab$6,803,939$477,455 ▲7.5%104,9830.2%FinanceIVViShares Core S&P 500 ETF$6,802,473$20,189 ▼-0.3%11,7930.2%ETFSPGIS&P Global$6,763,072$95,058 ▲1.4%13,0910.2%Business ServicesCLColgate-Palmolive$6,730,536$200,977 ▼-2.9%64,8350.2%Consumer StaplesCSLCarlisle Companies$6,566,800$5,397 ▲0.1%14,6010.2%Multi-Sector ConglomeratesSCCOSouthern Copper$6,450,106$180,330 ▲2.9%55,7630.2%Basic MaterialsVPUVanguard Utilities ETF$6,219,860$347,926 ▲5.9%35,7360.2%ETFTMOThermo Fisher Scientific$6,097,328$40,208 ▲0.7%9,8570.2%MedicalGDGeneral Dynamics$6,016,793$28,407 ▼-0.5%19,9100.2%AerospaceETNEaton$5,976,392$47,395 ▲0.8%18,0320.2%Industrial ProductsSCHDSchwab US Dividend Equity ETF$5,850,331$37,954 ▲0.7%69,2100.2%ETFPEGPublic Service Enterprise Group$5,819,826$186,450 ▼-3.1%65,2370.2%UtilitiesROSTRoss Stores$5,267,549$258,877 ▲5.2%34,9980.2%Retail/WholesaleSCHBSchwab US Broad Market ETF$5,163,333$1,796 ▲0.0%77,6210.2%ETFTSLATesla$4,980,650$120,611 ▼-2.4%19,0370.2%Auto/Tires/TrucksCSCOCisco Systems$4,972,761$139,543 ▼-2.7%93,4380.2%Computer and TechnologyFENYFidelity MSCI Energy Index ETF$4,788,405$4,407 ▼-0.1%198,8540.2%ETFCBChubb$4,708,845$730,206 ▲18.4%16,3280.2%FinanceShowing largest 100 holdings. 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