KCM INVESTMENT ADVISORS LLC

CIK

1109228

Location

GREENBRAE, CA

Portfolio Value

Mid $2,242,510,202

Diversification

Diversified

Filing Date

Global Rank

#1,224 / 8,517 ▼ 16

Top Industry

Consumer Electronics 11.3%

3Y Alpha vs SPY

+15.0%

Period ended 46 days ago

Filed Aug 14, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+149.4%

SPY

+75.3%

Annualised alpha

+15.0%

Max drawdown

−17.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

287 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.7%

+0.4 pts

Top 5

30.3%

+0.1 pts

Top 10

44.4%

−0.8 pts

HHI

311

Diversified+6

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.6%	$640,657,809	55
Industrials	12.1%	$272,461,721	46
Financial Services	10.6%	$238,135,412	35
Consumer Defensive	9.9%	$221,234,147	18
Healthcare	8.7%	$195,134,591	30
Consumer Cyclical	8.7%	$194,302,432	19
Communication Services	7.5%	$168,451,291	10
Unclassified	5.0%	$111,114,002	16
Basic Materials	3.0%	$66,550,623	15
Energy	2.8%	$63,758,439	17
Utilities	2.2%	$49,047,353	16
Real Estate	1.0%	$21,662,382	10

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+127,661	142,507	$42,995,786
BKNG	Booking Holdings Inc.	+11,929	12,411	$2,212,136
BXSL	Blackstone Secured Lending Fund	+7,000	29,000	$687,590
ORCL	Oracle Corp	+5,938	26,471	$3,879,325
CVS	CVS HEALTH Corp	+5,534	33,595	$3,475,402
ST	Sensata Technologies Holding plc	+4,750	13,742	$656,043
INTC	Intel Corp	+3,455	17,724	$2,474,802
SCCO	Southern Copper Corp/	+3,234	89,316	$15,564,208
VXUS	Vanguard Total International Stock ETF	+3,219	19,175	$1,639,270
CARR	CARRIER GLOBAL Corp	+3,205	10,917	$800,761
MSFT	Microsoft Corp	+2,810	292,283	$109,027,404
JPM	Jpmorgan Chase & Co	+2,791	227,545	$74,482,304
NVDA	Nvidia Corp	+2,787	372,859	$74,605,357
XLB	State Street Materials Select Sector SPDR ETF	+2,235	226,020	$11,488,596
NEM	NEWMONT Corp /DE/	+2,134	26,436	$2,469,122
FCX	Freeport-Mcmoran Inc	+2,133	62,702	$3,943,328
TJX	Tjx Companies Inc /De/	+1,877	14,168	$2,146,452
OXY	Occidental Petroleum Corp /De/	+1,656	6,486	$315,025
JNJ	Johnson & Johnson	+1,582	187,862	$47,711,312
VRTX	Vertex Pharmaceuticals Inc / Ma	+1,279	2,492	$1,237,851
CCI	Crown Castle Inc.	+1,150	26,872	$2,035,016
IBIT	iShares Bitcoin Trust ETF	+1,090	10,038	$334,165
AMZN	Amazon Com Inc	+1,088	330,195	$78,698,676
GE	General Electric Co	+909	7,089	$2,649,371
LRCX	Lam Research Corp	+764	13,487	$5,844,321
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	−52,195	76,858	$6,974,094
MCD	Mcdonalds Corp	−15,472	60,362	$16,316,452
AAPL	Apple Inc.	−9,176	830,626	$240,349,939
GPC	Genuine Parts Co	−9,023	37,014	$4,366,911
NKE	NIKE, Inc.	−7,780	69,184	$2,840,003
HON	Honeywell International Inc	−6,447	6,326	$1,416,391
CMCSA	Comcast Corp	−6,279	17,103	$419,878
WFC	Wells Fargo & Company/Mn	−6,252	35,531	$2,936,281
CORT	Corcept Therapeutics Inc	−6,157	41,238	$3,585,644
BAC	Bank Of America Corp /De/	−5,597	314,395	$17,914,227
ORLY	O Reilly Automotive Inc	−5,421	24,174	$2,226,183
ADP	Automatic Data Processing Inc	−4,570	142,303	$31,868,756
PG	PROCTER & GAMBLE Co	−4,536	170,753	$25,039,219
ADBE	Adobe Inc.	−3,978	2,782	$570,365
GOOGL	Alphabet Inc.	−3,963	412,149	$146,706,457
NEE	Nextera Energy Inc	−3,917	349,649	$30,688,692
BX	Blackstone Inc.	−3,666	205,546	$24,186,597
KMB	Kimberly Clark Corp	−3,614	68,619	$7,532,307
PFE	Pfizer Inc	−3,158	49,669	$1,196,029
CL	Colgate Palmolive Co	−3,123	47,153	$4,322,987
VZ	Verizon Communications Inc	−3,038	228,546	$9,676,637
WM	Waste Management Inc	−2,864	182,200	$40,608,736
VEA	Vanguard FTSE Developed Markets ETF	−2,763	20,973	$1,494,326
F	Ford Motor Co	−2,682	16,345	$227,195
CVX	Chevron Corp	−2,584	312,016	$51,719,772
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	6,267	$1,385,508
ECHO	EchoStar CORP	9,575	$971,862
SPG	Simon Property Group Inc.	2,846	$636,507
FDXF	FedEx Freight Holding Company, Inc.	3,309	$499,659
SNDK	Sandisk Corp	182	$413,818
HPE	Hewlett Packard Enterprise Co	8,902	$401,569
SPCX	Space Exploration Technologies Corp	2,332	$398,445
TFPM	Triple Flag Precious Metals Corp.	12,387	$371,238
LUV	Southwest Airlines Co	6,094	$313,353
FLEX	Flex Ltd.	1,897	$307,446
URI	United Rentals, Inc.	263	$297,950
DVN	Devon Energy Corp/De	6,126	$253,126
D	Dominion Energy, Inc	3,392	$231,639
WTS	Watts Water Technologies Inc	575	$225,083
EW	Edwards Lifesciences Corp	2,479	$224,250
OKTA	Okta, Inc.	1,587	$216,546
DAL	Delta Air Lines, Inc.	2,255	$211,203
PWR	Quanta Services, Inc.	291	$209,531
CRL	Charles River Laboratories International, Inc.	899	$203,884
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	11,110	$64,215
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	32,717	$5,550,766
BLDR	Builders FirstSource, Inc.	22,140	$1,822,786
LBRDA	Liberty Broadband Corp	31,643	$1,589,111
ZBH	Zimmer Biomet Holdings, Inc.	7,275	$657,805
TEAM	Atlassian Corp	6,022	$411,001
BP	Bp PLC	5,957	$279,979
CME	Cme Group Inc.	936	$276,447
SU	Suncor Energy Inc	3,688	$243,813
PLTR	Palantir Technologies Inc.	1,594	$233,170
TM	Toyota Motor Corp/	1,089	$224,432
BDX	Becton Dickinson & Co	1,391	$218,706
AMT	American Tower Corp /Ma/	1,251	$215,897
IDXX	Idexx Laboratories Inc /De	381	$214,080
PCAR	Paccar Inc	1,774	$204,897
COR	Cencora, Inc.	651	$204,505
AWK	American Water Works Company, Inc.	1,500	$204,135
CTRA	Coterra Energy Inc.	9,367	$0
MASI	Masimo Corp	2,515	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

287 tracked positions · $2,242,510,202 total · filing declares 400 positions · $3,367,225,168 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 287 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	830,626	-9,176	$240,349,939	+12.8%	10.72%
GOOGL	Alphabet Inc. Communication Services	Reduced	412,149	-3,963	$146,706,457	+22.7%	6.54%
MSFT	Microsoft Corp Technology	Added	292,283	+2,810	$109,027,404	+1.7%	4.86%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	111,264	-1,121	$104,084,134	−7.1%	4.64%
AMZN	Amazon Com Inc Consumer Cyclical	Added	330,195	+1,088	$78,698,676	+14.8%	3.51%
NVDA	Nvidia Corp Technology	Added	372,859	+2,787	$74,605,357	+15.6%	3.33%
JPM	Jpmorgan Chase & Co Financial Services	Added	227,545	+2,791	$74,482,304	+12.7%	3.32%
WMT	Walmart Inc. Consumer Defensive	Reduced	556,905	-451	$63,075,060	−8.9%	2.81%
CAT	Caterpillar Inc Industrials	Added	49,787	+512	$53,018,176	+51.9%	2.36%
CVX	Chevron Corp Energy	Reduced	312,016	-2,584	$51,719,772	−20.5%	2.31%
V	Visa Inc. Financial Services	Reduced	150,051	-1,354	$51,480,997	+12.5%	2.30%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	135,391	-1,241	$47,749,697	+6.3%	2.13%
JNJ	Johnson & Johnson Healthcare	Added	187,862	+1,582	$47,711,312	+4.8%	2.13%
TT	Trane Technologies plc Industrials	Reduced	94,156	-423	$46,245,660	+17.3%	2.06%
KLAC	Kla Corp Technology	Added	142,507	+127,661	$42,995,786	+96.7%	1.92%
QQQ	Invesco Qqq Trust, Series 1	Reduced	58,141	-983	$42,815,032	+25.5%	1.91%
WM	Waste Management Inc Industrials	Reduced	182,200	-2,864	$40,608,736	−4.5%	1.81%
ADP	Automatic Data Processing Inc Technology	Reduced	142,303	-4,570	$31,868,756	+6.8%	1.42%
AMGN	Amgen Inc Healthcare	Added	87,850	+599	$31,812,242	+3.6%	1.42%
AMAT	Applied Materials Inc /De Technology	Reduced	42,903	-642	$31,018,869	+108.4%	1.38%
NEE	Nextera Energy Inc Utilities	Reduced	349,649	-3,917	$30,688,692	−6.5%	1.37%
LLY	ELI LILLY & Co Healthcare	Added	24,625	+406	$29,535,966	+32.6%	1.32%
VRT	Vertiv Holdings Co Industrials	Reduced	84,860	-149	$28,412,825	+33.4%	1.27%
SPY	Spdr S&P 500 ETF Trust	Added	37,737	+462	$28,180,859	+16.3%	1.26%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	170,753	-4,536	$25,039,219	−1.1%	1.12%
BX	Blackstone Inc. Financial Services	Reduced	205,546	-3,666	$24,186,597	+0.5%	1.08%
AVGO	Broadcom Inc. Technology	Reduced	61,642	-416	$23,285,265	+21.2%	1.04%
CSL	Carlisle Companies Inc Industrials	Reduced	57,619	-775	$20,901,292	+7.3%	0.93%
ABBV	AbbVie Inc. Healthcare	Reduced	76,198	-593	$19,174,464	+14.8%	0.86%
ECL	Ecolab Inc. Basic Materials	Reduced	67,740	-197	$18,873,041	+4.4%	0.84%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	314,395	-5,597	$17,914,227	+14.8%	0.80%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	60,362	-15,472	$16,316,452	−30.8%	0.73%
SCCO	Southern Copper Corp/ Basic Materials	Added	89,316	+3,234	$15,564,208	+5.1%	0.69%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	29,758	+641	$14,890,605	+6.7%	0.66%
DHR	Danaher Corp /De/ Healthcare	Reduced	63,047	-2,220	$12,009,192	−3.0%	0.54%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	39,421	-478	$11,557,448	−0.3%	0.52%
XLB	State Street Materials Select Sector SPDR ETF	Added	226,020	+2,235	$11,488,596	+2.7%	0.51%
O	Realty Income Corp Real Estate	Reduced	184,991	-2,015	$11,462,042	+0.2%	0.51%
GLW	Corning Inc /Ny Technology	Reduced	44,786	-1,433	$11,439,687	+82.0%	0.51%
CSCO	Cisco Systems, Inc. Technology	Reduced	97,064	-2,298	$11,401,137	+47.9%	0.51%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	97,016	-747	$9,914,065	+13.2%	0.44%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	13,972	-40	$9,827,066	+13.7%	0.44%
VZ	Verizon Communications Inc Communication Services	Reduced	228,546	-3,038	$9,676,637	−16.8%	0.43%
SCHW	Schwab Charles Corp Financial Services	Reduced	93,216	-127	$8,601,040	−2.0%	0.38%
LH	Labcorp Holdings Inc. Healthcare	Reduced	29,024	-576	$8,126,720	+2.9%	0.36%
CW	Curtiss Wright Corp Industrials	Added	10,704	+259	$8,111,063	+14.0%	0.36%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	34,869	-2,131	$7,688,265	−12.1%	0.34%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	68,619	-3,614	$7,532,307	+8.1%	0.34%
ETN	Eaton Corp plc Industrials	Added	17,292	+15	$7,368,467	+19.2%	0.33%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	25,120	-148	$7,299,620	−16.3%	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.