KCM INVESTMENT ADVISORS LLC

CIK

1109228

Location

GREENBRAE, CA

Portfolio Value

Mid $1,972,957,081

Diversification

Diversified

Filing Date

Global Rank

#1,218 / 8,605 ▼ 21 · as of Mar 2026

Top Industry

Consumer Electronics 11.2%

3Y Alpha vs SPY

-4.3%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.0%

SPY

+76.0%

Annualised alpha

-4.2%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

277 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.8%

−0.7 pts

Top 5

29.4%

−2.0 pts

Top 10

45.1%

−1.1 pts

HHI

310

Diversified−24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.9%	$510,596,799	53
Industrials	12.0%	$236,718,625	40
Consumer Defensive	12.0%	$235,927,263	18
Financial Services	11.0%	$217,858,148	36
Consumer Cyclical	9.5%	$188,292,977	20
Healthcare	9.4%	$185,072,115	33
Communication Services	5.2%	$103,466,267	10
Energy	4.2%	$83,822,732	20
Unclassified	3.8%	$75,019,313	8
Basic Materials	3.3%	$64,168,346	14
Utilities	2.6%	$51,515,816	15
Real Estate	1.0%	$20,498,680	10

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GILD	Gilead Sciences, Inc.	+9,014	21,924	$3,055,547
FCX	Freeport-Mcmoran Inc	+7,569	60,569	$3,560,245
BXSL	Blackstone Secured Lending Fund	+7,000	22,000	$521,180
CVS	CVS HEALTH Corp	+6,491	28,061	$2,015,341
SCCO	Southern Copper Corp/	+5,951	86,082	$14,664,619
JPM	Jpmorgan Chase & Co	+5,458	224,754	$66,113,636
NEM	NEWMONT Corp /DE/	+3,489	24,302	$2,630,691
AVGO	Broadcom Inc.	+2,598	62,058	$19,207,571
TJX	Tjx Companies Inc /De/	+2,423	12,291	$1,962,872
F	Ford Motor Co	+2,336	19,027	$219,571
MDLZ	Mondelez International, Inc.	+2,099	6,109	$352,122
BMY	Bristol Myers Squibb Co	+1,938	22,809	$1,383,365
KO	Coca Cola Co	+1,900	53,938	$4,101,984
BA	Boeing Co	+1,881	12,084	$2,405,078
NVDA	Nvidia Corp	+1,622	370,072	$64,540,556
RTX	RTX Corp	+1,587	18,578	$3,583,696
CSCO	Cisco Systems, Inc.	+1,435	99,362	$7,709,497
PLD	Prologis, Inc.	+1,357	21,614	$2,856,938
TMUS	T-Mobile US, Inc.	+1,330	7,215	$1,515,366
GLD	Spdr Gold Trust	+1,299	10,438	$4,491,367
FTNT	Fortinet, Inc.	+1,204	41,857	$3,420,554
XOM	ExxonMobil Holdings Corp	+967	32,717	$5,550,766
CMCSA	Comcast Corp	+893	23,382	$671,297
LRCX	Lam Research Corp	+859	12,723	$2,718,396
BRK-B	Berkshire Hathaway Inc	+781	29,117	$13,952,866
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OMC	Omnicom Group Inc.	−36,651	22,084	$1,663,146
AAPL	Apple Inc.	−21,818	839,802	$213,133,349
ADP	Automatic Data Processing Inc	−21,505	146,873	$29,841,656
ABT	Abbott Laboratories	−16,437	129,053	$13,249,871
APPF	Appfolio Inc	−15,970	3,716	$586,459
BAC	Bank Of America Corp /De/	−15,270	319,992	$15,599,610
ZBH	Zimmer Biomet Holdings, Inc.	−9,495	7,275	$657,805
MSFT	Microsoft Corp	−8,999	289,473	$107,154,220
NEE	Nextera Energy Inc	−7,483	353,566	$32,839,210
WMT	Walmart Inc.	−7,324	557,356	$69,268,203
PG	PROCTER & GAMBLE Co	−7,183	175,289	$25,318,743
SPY	Spdr S&P 500 ETF Trust	−7,089	37,275	$24,241,423
SBUX	Starbucks Corp	−6,227	97,763	$8,758,587
O	Realty Income Corp	−5,952	187,006	$11,441,027
GPC	Genuine Parts Co	−5,715	46,037	$4,868,412
AMZN	Amazon Com Inc	−4,757	329,107	$68,543,114
WM	Waste Management Inc	−4,572	185,064	$42,525,856
PFE	Pfizer Inc	−4,403	52,827	$1,483,382
INTC	Intel Corp	−4,389	14,269	$629,690
NKE	NIKE, Inc.	−4,346	76,964	$4,065,238
KMB	Kimberly Clark Corp	−4,217	72,233	$6,968,317
CL	Colgate Palmolive Co	−3,997	50,276	$4,285,023
CLX	Clorox Co /De/	−3,870	29,324	$3,038,846
EPD	Enterprise Products Partners L.P.	−3,473	21,283	$805,348
BX	Blackstone Inc.	−3,194	209,212	$24,057,287
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
LBRDA	Liberty Broadband Corp	31,643	$1,589,111
ADI	Analog Devices Inc	1,421	$452,076
TRGP	Targa Resources Corp.	1,554	$389,634
ST	Sensata Technologies Holding plc	8,992	$316,698
DDOG	Datadog, Inc.	2,652	$313,068
AZN	Astrazeneca PLC	1,577	$311,015
TER	Teradyne, Inc	828	$245,468
SU	Suncor Energy Inc	3,688	$243,813
BEP	Brookfield Renewable Partners L.P.	6,649	$217,023
CM	Canadian Imperial Bank Of Commerce /Can/	2,184	$206,934
PCAR	Paccar Inc	1,774	$204,897
AWK	American Water Works Company, Inc.	1,500	$204,135
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
MP	MP Materials Corp. / DE	24,130	$1,219,047
FICO	Fair Isaac Corp	229	$387,151
WDAY	Workday, Inc.	1,372	$294,678
IR	Ingersoll Rand Inc.	3,111	$246,453
CHKP	Check Point Software Technologies Ltd	1,164	$215,991
EW	Edwards Lifesciences Corp	2,518	$214,659
VEEV	Veeva Systems Inc	939	$209,612
URI	United Rentals, Inc.	248	$200,711
NAT	NORDIC AMERICAN TANKERS Ltd	25,677	$88,328
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

277 positions · $1,972,957,081 total · as of Mar 31, 2026

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

Showing 1–50 of 277 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	839,802	-21,818	$213,133,349	−9.0%	10.80%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	112,385	-2,553	$111,983,785	+13.0%	5.68%
MSFT	Microsoft Corp Technology	Reduced	289,473	-8,999	$107,154,220	−25.8%	5.43%
GOOGL	Alphabet Inc. Communication Services	Reduced	270,345	-2,077	$77,740,408	−8.8%	3.94%
WMT	Walmart Inc. Consumer Defensive	Reduced	557,356	-7,324	$69,268,203	+10.1%	3.51%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	329,107	-4,757	$68,543,114	−11.1%	3.47%
JPM	Jpmorgan Chase & Co Financial Services	Added	224,754	+5,458	$66,113,636	−6.4%	3.35%
CVX	Chevron Corp Energy	Added	314,600	+634	$65,090,740	+36.0%	3.30%
NVDA	Nvidia Corp Technology	Added	370,072	+1,622	$64,540,556	−6.1%	3.27%
V	Visa Inc. Financial Services	Reduced	151,405	-277	$45,760,647	−14.0%	2.32%
JNJ	Johnson & Johnson Healthcare	Reduced	186,280	-2,516	$45,534,283	+16.5%	2.31%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	136,632	-658	$44,936,898	−4.9%	2.28%
WM	Waste Management Inc Industrials	Reduced	185,064	-4,572	$42,525,856	+2.1%	2.16%
TT	Trane Technologies plc Industrials	Reduced	94,579	-2,121	$39,414,852	+4.7%	2.00%
CAT	Caterpillar Inc Industrials	Reduced	49,275	-344	$34,909,366	+22.8%	1.77%
QQQ	Invesco Qqq Trust, Series 1	Added	59,124	+399	$34,125,190	−5.4%	1.73%
NEE	Nextera Energy Inc Utilities	Reduced	353,566	-7,483	$32,839,210	+13.3%	1.66%
AMGN	Amgen Inc Healthcare	Reduced	87,251	-270	$30,699,264	+7.2%	1.56%
ADP	Automatic Data Processing Inc Technology	Reduced	146,873	-21,505	$29,841,656	−31.1%	1.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	175,289	-7,183	$25,318,743	−3.2%	1.28%
SPY	Spdr S&P 500 ETF Trust	Reduced	37,275	-7,089	$24,241,423	−19.9%	1.23%
BX	Blackstone Inc. Financial Services	Reduced	209,212	-3,194	$24,057,287	−26.5%	1.22%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	75,834	-407	$23,568,448	+1.1%	1.19%
LLY	ELI LILLY & Co Healthcare	Reduced	24,219	-807	$22,275,909	−17.2%	1.13%
VRT	Vertiv Holdings Co Industrials	Reduced	85,009	-1,420	$21,301,555	+52.1%	1.08%
CSL	Carlisle Companies Inc Industrials	Reduced	58,394	-40	$19,481,406	+4.2%	0.99%
AVGO	Broadcom Inc. Technology	Added	62,058	+2,598	$19,207,571	−6.7%	0.97%
ECL	Ecolab Inc. Basic Materials	Reduced	67,937	-2,793	$18,072,600	−2.7%	0.92%
ABBV	AbbVie Inc. Healthcare	Added	76,791	+559	$16,701,274	−4.1%	0.85%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	319,992	-15,270	$15,599,610	−15.4%	0.79%
AMAT	Applied Materials Inc /De Technology	Reduced	43,545	-1,005	$14,883,245	+30.0%	0.75%
SCCO	Southern Copper Corp/ Basic Materials	Added	86,082	+5,951	$14,664,619	+29.9%	0.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	29,117	+781	$13,952,866	−2.0%	0.71%
ABT	Abbott Laboratories Healthcare	Reduced	129,053	-16,437	$13,249,871	−27.3%	0.67%
DHR	Danaher Corp /De/ Healthcare	Reduced	65,267	-3,072	$12,374,623	−20.9%	0.63%
VZ	Verizon Communications Inc Communication Services	Reduced	231,584	-2,510	$11,625,516	+21.9%	0.59%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	39,899	-1,764	$11,590,260	+12.6%	0.59%
O	Realty Income Corp Real Estate	Reduced	187,006	-5,952	$11,441,027	+5.2%	0.58%
SCHW	Schwab Charles Corp Financial Services	Added	93,343	+35	$8,772,375	−5.9%	0.44%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	97,763	-6,227	$8,758,587	+0.0%	0.44%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	37,000	-322	$8,742,360	−2.9%	0.44%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	25,268	-140	$8,721,250	+16.9%	0.44%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	14,012	-444	$8,642,041	−0.9%	0.44%
LH	Labcorp Holdings Inc. Healthcare	Reduced	29,600	-1,642	$7,897,576	+0.8%	0.40%
CSCO	Cisco Systems, Inc. Technology	Added	99,362	+1,435	$7,709,497	+2.2%	0.39%
CW	Curtiss Wright Corp Industrials	Added	10,445	+157	$7,114,298	+25.4%	0.36%
LIN	Linde PLC Basic Materials	Added	14,125	+135	$7,002,610	+17.4%	0.35%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	72,233	-4,217	$6,968,317	−9.7%	0.35%
GD	General Dynamics Corp Industrials	Added	19,639	+39	$6,740,497	+2.2%	0.34%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	30,930	-703	$6,700,365	+17.6%	0.34%