KCM INVESTMENT ADVISORS LLC

Position in ANET — Arista Networks, Inc.

CIK 1109228 GREENBRAE, CA

Position in ANET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$296,100

+$86,638 QoQ

Shares Held

1,743

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,788

of 2,241 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $2,917,611 across 4 Computer Hardware names. ANET ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STX	Seagate Technology Holdings plc	1,240	$1,196,600
2	WDC	Western Digital Corp	1,583	$1,011,093
3	SNDK	Sandisk Corp	182	$413,818
4	ANET	Arista Networks, Inc. This page	1,743	$296,100

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,100	1,743	+2.2%	Shares	Sole	2026-08-14
2026-03-31	$209,462	1,706	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$224,454	1,713	+5.2%	Shares	Sole	2026-02-13
2025-09-30	$237,215	1,628	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.