Kcm Investment Advisors
$3.0B Assets Reported
407 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 839,802 | $213M | 7.1% |
| XLK | SELECT SECTOR SPDR TR | 1,348,601 | $179M | 5.9% |
| COST | COSTCO WHOLESALE CORPORATION | 112,385 | $112M | 3.7% |
| MSFT | MICROSOFT CORP | 289,473 | $107M | 3.6% |
| GOOGL | ALPHABET INC | 270,345 | $78M | 2.6% |
| WMT | WALMART INC | 557,356 | $69M | 2.3% |
| AMZN | AMAZON COM INC | 329,107 | $69M | 2.3% |
| JPM | JPMORGAN CHASE & CO | 224,754 | $66M | 2.2% |
| CVX | CHEVRON CORPORATION | 314,600 | $65M | 2.2% |
| NVDA | NVIDIA CORPORATION | 370,072 | $65M | 2.1% |
Track Kcm Investment Advisors's 13F portfolio: $3.0B in reported holdings, 407 positions. Top holdings, AUM, and quarterly changes on SentiSense.