KCM INVESTMENT ADVISORS LLC
Top Portfolio Positions
276 positions ·
$1,981,708,164 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
839,802 | $213,133,349 | 10.76% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
112,385 | $111,983,785 | 5.65% | |
| MSFT |
Microsoft Corp
Technology
|
289,473 | $107,154,220 | 5.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
270,345 | $77,740,408 | 3.92% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
557,356 | $69,268,203 | 3.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
329,107 | $68,543,114 | 3.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
224,754 | $66,113,636 | 3.34% | |
| CVX |
Chevron Corp
Energy
|
314,600 | $65,090,740 | 3.28% | |
| NVDA |
Nvidia Corp
Technology
|
370,072 | $64,540,556 | 3.26% | |
| V |
Visa Inc.
Financial Services
|
151,405 | $45,760,647 | 2.31% |
Portfolio Trend
Holdings in BMRC
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,821 | 9,240 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $240,332 | 9,240 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $224,347 | 9,240 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $211,041 | 9,240 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $203,926 | 9,240 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $244,735 | 10,296 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $227,585 | 13,571 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $298,745 | 13,567 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $247,931 | 13,563 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $239,587 | 13,559 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,650,507 | 166,766 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $668,779 | 20,340 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $609,123 | 20,338 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $646,278 | 20,336 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $510,794 | 14,565 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $557,072 | 14,963 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $595,657 | 15,779 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $503,286 | 15,777 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $623,427 | 15,920 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $599,233 | 17,450 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $505,033 | 17,439 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,921,507 | 177,663 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $522,420 | 17,414 | Shares | Sole | 2020-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||