Kcm Investment Advisors
$3.4B 13F equity value
422 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kcm Investment Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 1,355,853 | $258M | 7.7% |
| AAPL | APPLE INC | 830,626 | $240M | 7.1% |
| MSFT | MICROSOFT CORP | 292,283 | $109M | 3.2% |
| COST | COSTCO WHOLESALE CORPORATION | 111,264 | $104M | 3.1% |
| GOOGL | ALPHABET INC | 267,785 | $96M | 2.8% |
| AMZN | AMAZON COM INC | 330,195 | $79M | 2.3% |
| NVDA | NVIDIA CORPORATION | 372,859 | $75M | 2.2% |
| JPM | JPMORGAN CHASE & CO | 227,545 | $74M | 2.2% |
| VGT | VANGUARD WORLD FD | 617,483 | $74M | 2.2% |
| WMT | WALMART INC | 556,905 | $63M | 1.9% |
Track Kcm Investment Advisors's 13F portfolio: $3.4B in reported holdings, 422 positions. Top holdings and quarterly changes on SentiSense.
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