KCM INVESTMENT ADVISORS LLC
CIK: 0001109228SEC EDGAR →
Portfolio Value
$3.1T
Holdings
394
As of
Q4 2025
New Positions
19
Closed Positions
14
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 861,620 | $234.0B | 7.50% |
| 2 | SELECT SECTOR SPDR TR | 1,343,491 | $193.0B | 6.19% |
| 3 | MICROSOFT CORP | 298,472 | $144.0B | 4.62% |
| 4 | COSTCO WHSL CORP NEW | 114,938 | $99.0B | 3.18% |
| 5 | ALPHABET INC | 272,422 | $85.0B | 2.73% |
| 6 | AMAZON COM INC | 333,864 | $77.0B | 2.47% |
| 7 | JPMORGAN CHASE & CO. | 219,296 | $70.0B | 2.25% |
| 8 | NVIDIA CORPORATION | 368,450 | $68.0B | 2.18% |
| 9 | SELECT SECTOR SPDR TR | 532,986 | $62.0B | 1.99% |
| 10 | WALMART INC | 564,680 | $62.0B | 1.99% |
Quarterly Changes
New Positions (22)
$4.0B · 20K shares
$1.0B · 24K shares
$0 · 4K shares
$0 · 2K shares
$0 · 3K shares
$0 · 1K shares
$0 · 2K shares
$0 · 720 shares
$0 · 6K shares
$0 · 2K shares
$0 · 15K shares
$0 · 3K shares
$0 · 1K shares
$0 · 2K shares
$0 · 939 shares
$0 · 7K shares
$0 · 2K shares
$0 · 3K shares
$0 · 2K shares
$0 · 1K shares
$0 · 976 shares
$0 · 517 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 149 | $1.2T | 39.6% |
| Technology | 48 | $541.0B | 18.4% |
| Industrials | 43 | $234.0B | 8.0% |
| Consumer Defensive | 15 | $208.0B | 7.1% |
| Consumer Cyclical | 21 | $196.0B | 6.7% |
| Healthcare | 30 | $171.0B | 5.8% |
| Communication Services | 9 | $143.0B | 4.9% |
| Unknown | 24 | $122.0B | 4.2% |
| Energy | 19 | $53.0B | 1.8% |
| Basic Materials | 15 | $53.0B | 1.8% |
| Utilities | 13 | $39.0B | 1.3% |
| Real Estate | 8 | $13.0B | 0.4% |