KCM Capital Inc
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 68.6%; sector active share 27.3% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.1% | $227,034,890 |
| Healthcare | 15.5% | $94,724,593 |
| Consumer Cyclical | 14.2% | $87,035,451 |
| Industrials | 11.7% | $71,407,056 |
| Communication Services | 11.4% | $69,640,550 |
| Unclassified | 3.1% | $18,924,045 |
| Consumer Defensive | 2.8% | $17,285,614 |
| Energy | 2.6% | $16,060,800 |
| Utilities | 1.3% | $8,137,728 |
| Basic Materials | 0.2% | $1,096,735 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SNDK |
Sandisk Corp
Technology
|
Reduced | 35,000 | $79,580,550 | 13.02% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 60,000 | $69,257,400 | 11.33% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 300,000 | $60,027,000 | 9.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 40,000 | $47,977,204 | 7.85% | |
| GEO |
Geo Group Inc
Industrials
|
Reduced | 1,500,000 | $44,325,000 | 7.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 155,000 | $36,942,700 | 6.04% | |
| CUK |
CARNIVAL PLC
Consumer Cyclical
|
Held | 1,100,000 | $31,427,000 | 5.14% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 75,000 | $26,499,750 | 4.33% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 40,000 | $22,531,600 | 3.69% | |
| CBLL |
Ceribell, Inc.
Healthcare
|
Reduced | 1,125,000 | $21,881,250 | 3.58% | |
| APP |
AppLovin Corp
Communication Services
|
Held | 40,000 | $20,609,200 | 3.37% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 47,000 | $17,531,940 | 2.87% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 18,478 | $17,285,614 | 2.83% | |
| ET |
Energy Transfer LP
Energy
|
Held | 840,000 | $16,060,800 | 2.63% | |
| BE |
Bloom Energy Corp
Industrials
|
NEW | 50,000 | $15,135,000 | 2.48% | |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
Held | 500,000 | $12,630,000 | 2.07% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 43,923 | $11,947,056 | 1.95% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 35,000 | $8,807,400 | 1.44% | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Held | 150,000 | $6,801,000 | 1.11% | |
| SI |
Shoulder Innovations, Inc.
|
Added | 300,000 | $6,084,000 | 1.00% | |
| IWM |
iShares Russell 2000 ETF
|
Held | 20,100 | $6,039,045 | 0.99% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 22,329 | $6,035,751 | 0.99% | |
| CARL |
Carlsmed, Inc.
Healthcare
|
Added | 440,000 | $4,567,200 | 0.75% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 33,000 | $4,240,500 | 0.69% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 30,800 | $4,213,748 | 0.69% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 31,000 | $3,923,980 | 0.64% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 65,800 | $3,791,396 | 0.62% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 38,127 | $3,459,643 | 0.57% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 12,950 | $1,096,735 | 0.18% | |
| NUAI |
New ERA Energy & Digital, Inc.
Technology
|
NEW | 100,000 | $638,000 | 0.10% |
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.