KCM INVESTMENT ADVISORS LLC

Position in ASML — Asml Holding NV

CIK 1109228 GREENBRAE, CA

Position in ASML

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

Position Value

$551,074

+$211,621 QoQ

Shares Held

277

+7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,687

of 2,476 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $80,810,669 across 5 Semiconductor Equipment & Materials names. ASML ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	142,507	$42,995,786
2	AMAT	Applied Materials Inc /De	42,903	$31,018,869
3	LRCX	Lam Research Corp	13,487	$5,844,321
4	ASML	Asml Holding NV This page	277	$551,074
5	TER	Teradyne, Inc	828	$400,619

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$551,074	277	+7.8%	Shares	Sole	2026-08-14
2026-03-31	$339,453	257	+4.5%	Shares	Sole	2026-05-15
2025-12-31	$263,185	246	0.0%	Shares	Sole	2026-02-13
2025-09-30	$238,150	246	-70.6%	Shares	Sole	2025-11-12
2024-09-30	$697,430	837	+1.0%	Shares	Sole	2024-11-06
2024-06-30	$847,843	829	0.0%	Shares	Sole	2024-07-29
2024-03-31	$804,519	829	+159.1%	Shares	Sole	2024-05-07
2023-12-31	$242,214	320	+0.9%	Shares	Sole	2024-02-13
2023-06-30	$229,745	317	0.0%	Shares	Sole	2023-08-09
2023-03-31	$215,785	317	-52.3%	Shares	Sole	2023-05-09
2022-06-30	$316,460	665	-18.7%	Shares	Sole	2022-08-15
2022-03-31	$546,366	818	+7.3%	Shares	Sole	2022-05-13
2021-12-31	$606,658	762	+30.9%	Shares	Sole	2022-02-14
2021-09-30	$433,654	582	0.0%	Shares	Sole	2021-11-12
2021-06-30	$402,068	582	+2.3%	Shares	Sole	2021-10-21
2021-03-31	$351,277	569	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.