KCM INVESTMENT ADVISORS LLC

CIK

1109228

Location

GREENBRAE, CA

Portfolio Value

Mid $3,351,609,944

Diversification

Diversified

Filing Date

Global Rank

#1,162 / 8,794 ▼ 61 · as of Jun 2026

Top Industry

Consumer Electronics 11.0%

Period ended 3 months ago

Filed Aug 14, 2026 · 50d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

15.9%

+0.7 pts

Top 5

38.7%

+1.6 pts

Top 10

50.7%

+0.7 pts

HHI

468

Diversified+32

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.9%	$1,169,726,834	35
Technology	19.2%	$641,961,166	55
Financial Services	8.6%	$287,318,965	36
Industrials	8.1%	$272,461,721	46
Consumer Defensive	6.6%	$221,234,147	18
Healthcare	5.8%	$195,134,591	30
Consumer Cyclical	5.8%	$194,302,432	19
Communication Services	5.0%	$168,451,291	10
Basic Materials	2.0%	$66,550,623	15
Energy	1.9%	$63,758,439	17
Utilities	1.5%	$49,047,353	16
Real Estate	0.6%	$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
EDV	Vanguard World Funds Extended Duration ETF	+555,386	1,486,409	$266,733,668
KLAC	Kla Corp	+127,661	142,507	$42,995,786
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+67,499	4,090,036	$532,772,780
VB	Vanguard Morningstar Small-Cap ETF	+44,779	168,248	$46,195,602
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+32,421	433,677	$73,057,608
FNDA	Schwab Fundamental U.S. Small Company ETF	+29,059	702,753	$22,109,027
—		+18,691	650,310	$46,734,366
BKNG	Booking Holdings Inc.	+11,929	12,411	$2,212,136
AFK	VanEck Africa Index ETF	+10,159	121,479	$27,420,979
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+8,612	121,715	$19,666,664
STT	State Street Corp	+8,375	870,250	$46,861,376
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
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
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
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−7,392	17,356	$1,671,729
HON	Honeywell International Inc	−6,447	6,326	$1,416,391
IVZ	Invesco Ltd.	−6,317	242,182	$2,625,252
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
ABI	VictoryShares Pioneer Asset-Based Income ETF	−5,291	80,943	$5,808,611
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
BAB	Invesco Taxable Municipal Bond ETF	−3,537	8,000	$223,040
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
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
—		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
—		9,367	$0
—		2,515	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

307 tracked positions · $3,351,609,944 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 307 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	4,090,036	+67,499	$532,772,780	+21.2%	15.90%
EDV	Vanguard World Funds Extended Duration ETF	Added	1,486,409	+555,386	$266,733,668	+43.7%	7.96%
AAPL	Apple Inc. Technology	Reduced	830,626	-9,176	$240,349,939	+12.8%	7.17%
GOOGL	Alphabet Inc. Communication Services	Reduced	412,149	-3,963	$146,706,457	+22.7%	4.38%
MSFT	Microsoft Corp Technology	Added	292,283	+2,810	$109,027,404	+1.7%	3.25%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	111,264	-1,121	$104,084,134	−7.1%	3.11%
AMZN	Amazon Com Inc Consumer Cyclical	Added	330,195	+1,088	$78,698,676	+14.8%	2.35%
NVDA	Nvidia Corp Technology	Added	372,859	+2,787	$74,605,357	+15.6%	2.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	227,545	+2,791	$74,482,304	+12.7%	2.22%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	433,677	+32,421	$73,057,608	—	2.18%
WMT	Walmart Inc. Consumer Defensive	Reduced	556,905	-451	$63,075,060	−8.9%	1.88%
CAT	Caterpillar Inc Industrials	Added	49,787	+512	$53,018,176	+51.9%	1.58%
CVX	Chevron Corp Energy	Reduced	312,016	-2,584	$51,719,772	−20.5%	1.54%
V	Visa Inc. Financial Services	Reduced	150,051	-1,354	$51,480,997	+12.5%	1.54%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	135,391	-1,241	$47,749,697	+6.3%	1.42%
JNJ	Johnson & Johnson Healthcare	Added	187,862	+1,582	$47,711,312	+4.8%	1.42%
STT	State Street Corp Financial Services	Added	870,250	+8,375	$46,861,376	+9.8%	1.40%
		Added	650,310	+18,691	$46,734,366	+4.7%	1.39%
TT	Trane Technologies plc Industrials	Reduced	94,156	-423	$46,245,660	+17.3%	1.38%
VB	Vanguard Morningstar Small-Cap ETF	Added	168,248	+44,779	$46,195,602	+25.2%	1.38%
KLAC	Kla Corp Technology	Added	142,507	+127,661	$42,995,786	+96.7%	1.28%
QQQ	Invesco Qqq Trust, Series 1	Reduced	58,141	-983	$42,815,032	+25.5%	1.28%
WM	Waste Management Inc Industrials	Reduced	182,200	-2,864	$40,608,736	−4.5%	1.21%
ADP	Automatic Data Processing Inc Technology	Reduced	142,303	-4,570	$31,868,756	+6.8%	0.95%
AMGN	Amgen Inc Healthcare	Added	87,850	+599	$31,812,242	+3.6%	0.95%
AMAT	Applied Materials Inc /De Technology	Reduced	42,903	-642	$31,018,869	+108.4%	0.93%
NEE	Nextera Energy Inc Utilities	Reduced	349,649	-3,917	$30,688,692	−6.5%	0.92%
LLY	ELI LILLY & Co Healthcare	Added	24,625	+406	$29,535,966	+32.6%	0.88%
VRT	Vertiv Holdings Co Industrials	Reduced	84,860	-149	$28,412,825	+33.4%	0.85%
SPY	Spdr S&P 500 ETF Trust	Added	37,737	+462	$28,180,859	+16.3%	0.84%
AFK	VanEck Africa Index ETF	Added	121,479	+10,159	$27,420,979	+34.7%	0.82%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	170,753	-4,536	$25,039,219	−1.1%	0.75%
BX	Blackstone Inc. Financial Services	Reduced	205,546	-3,666	$24,186,597	+0.5%	0.72%
AVGO	Broadcom Inc. Technology	Reduced	61,642	-416	$23,285,265	+21.2%	0.69%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	702,753	+29,059	$22,109,027	+17.0%	0.66%
CSL	Carlisle Companies Inc Industrials	Reduced	57,619	-775	$20,901,292	+7.3%	0.62%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	121,715	+8,612	$19,666,664	+18.3%	0.59%
ABBV	AbbVie Inc. Healthcare	Reduced	76,198	-593	$19,174,464	+14.8%	0.57%
ECL	Ecolab Inc. Basic Materials	Reduced	67,740	-197	$18,873,041	+4.4%	0.56%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	314,395	-5,597	$17,914,227	+14.8%	0.53%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	60,362	-15,472	$16,316,452	−30.8%	0.49%
SCCO	Southern Copper Corp/ Basic Materials	Added	89,316	+3,234	$15,564,208	+5.1%	0.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	29,758	+641	$14,890,605	+6.7%	0.44%
VIG	Vanguard Dividend Appreciation ETF	Added	103,264	+28	$12,599,207	+9.1%	0.38%
DHR	Danaher Corp /De/ Healthcare	Reduced	63,047	-2,220	$12,009,192	−3.0%	0.36%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	39,421	-478	$11,557,448	−0.3%	0.34%
O	Realty Income Corp Real Estate	Reduced	184,991	-2,015	$11,462,042	+0.2%	0.34%
GLW	Corning Inc /Ny Technology	Reduced	44,786	-1,433	$11,439,687	+82.0%	0.34%
CSCO	Cisco Systems, Inc. Technology	Reduced	97,064	-2,298	$11,401,137	+47.9%	0.34%
FBCG	Fidelity Blue Chip Growth ETF	Added	200,750	+1,483	$11,146,826	+3.5%	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.