Institutions / Kcm Investment Advisors LLC
Kcm Investment Advisors LLC
CIK 1109228 · Institution · as of Mar 31, 2026
Portfolio value
$3.01B
Positions
393
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.01B-3.4%Positions
393-0.3%Top holdings
Mar 31, 2026View all 393 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $213.13M | 7.1% |
| Select Sector SPDR Tr | $179.23M | 5.9% |
| Costco Wholesale Corp /New | $111.98M | 3.7% |
| Microsoft Corp | $107.15M | 3.6% |
| Alphabet Inc. | $77.74M | 2.6% |
| Walmart Inc. | $69.27M | 2.3% |
| Amazon.com Inc | $68.54M | 2.3% |
| JPMorgan Chase & Co | $66.11M | 2.2% |
| Chevron Corp | $65.09M | 2.2% |
| NVIDIA Corp | $64.54M | 2.1% |
| Select Sector SPDR Tr | $55.20M | 1.8% |
| Select Sector SPDR Tr | $54.08M | 1.8% |
| Vanguard World Fd | $53.30M | 1.8% |
| Select Sector SPDR Tr | $47.89M | 1.6% |
| Visa Inc | $45.76M | 1.5% |
| Johnson & Johnson | $45.53M | 1.5% |
| Home Depot, Inc. | $44.94M | 1.5% |
| Vanguard World Fd | $44.60M | 1.5% |
| Select Sector SPDR Tr | $44.26M | 1.5% |
| Waste Management Inc | $42.53M | 1.4% |
| Select Sector SPDR Tr | $42.46M | 1.4% |
| Alphabet Inc. | $41.81M | 1.4% |
| Select Sector SPDR Tr | $39.61M | 1.3% |
| Trane Technologies plc | $39.41M | 1.3% |
| Caterpillar Inc | $34.91M | 1.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-5.54M | -22K -2.53% | 839,802 7.07% of portfolio | medium |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-4.61M | -7K -15.98% | 37,275 0.80% of portfolio | low |
| Q1 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-4.37M | -22K -12.77% | 146,873 0.99% of portfolio | low |
| Q1 2026 as of | Trim | 92204A884 Common stock | $-4.12M | -23K -8.46% | 248,024 1.48% of portfolio | low |
| Q1 2026 as of | Add | 92189F601 Common stock | $3.99M | +30K +53.40% | 85,988 0.38% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y852 Common stock | $-3.88M | -35K -6.57% | 497,968 1.83% of portfolio | low |
| Q1 2026 as of | Trim | 92204A702 Common stock | $-3.85M | -6K -6.73% | 76,389 1.77% of portfolio | low |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-3.33M | -9K -3.02% | 289,473 3.56% of portfolio | low |
| Q1 2026 as of | Trim | 922908629 Common stock | $-3.33M | -12K -84.85% | 2,069 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Omnicom Group Inc. Common stock | $-2.76M | -37K -62.40% | 22,084 0.06% of portfolio | low |