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KCM Investment Advisors Portfolio holdings

AUM $3.01B
1-Year Est. Return 21.97%
This Fund
S&P 500
This Quarter Est. Return
+2.75%
1 Year Est. Return
+21.97%
3 Year Est. Return
+71.25%
5 Year Est. Return
+89.24%
10 Year Est. Return
+291.31%
AUM
$3.12B
AUM Growth
+$13.8M
Cap. Flow
-$41.5M
Cap. Flow %
-1.33%
Top 10 Hldgs %
35.22%
Holding
404
New
21
Increased
108
Reduced
202
Closed
10

Top Buys

Rank Stock Value
1
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$5.02M
2
APPF icon
AppFolio
APPF
+$4.68M
3
OMC icon
Omnicom Group
OMC
+$2.99M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.53M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.1M

Top Sells

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.25M
2
AAPL icon
Apple
AAPL
+$4.1M
3
TMUS icon
T-Mobile US
TMUS
+$3.25M
4
AVGO icon
Broadcom
AVGO
+$2.94M
5
VZ icon
Verizon
VZ
+$1.96M

Sector Composition

Rank Sector Weight
1 Technology 19.52%
2 Financials 7.9%
3 Consumer Staples 6.99%
4 Industrials 6.89%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
226
Sysco
SYY
$40.3B
$811K 0.03%
11,007
-5
-0% -$380
VRSK icon
227
Verisk Analytics
VRSK
$25B
$802K 0.03%
3,586
-9
-0.3% -$2.03K
EPD icon
228
Enterprise Products Partners
EPD
$81.7B
$794K 0.03%
24,756
+108
+0.4% +$3.42K
ET icon
229
Energy Transfer Partners
ET
$69.3B
$775K 0.02%
47,000
– –
COP icon
230
ConocoPhillips
COP
$141B
$774K 0.02%
8,263
-156
-2% -$14.1K
ALB icon
231
Albemarle
ALB
$15.5B
$773K 0.02%
5,466
-720
-12% -$81.7K
AEP icon
232
American Electric Power
AEP
$68.4B
$766K 0.02%
6,641
+85
+1% +$10K
PM icon
233
Philip Morris
PM
$295B
$741K 0.02%
4,620
-197
-4% -$30.5K
MO icon
234
Altria Group
MO
$114B
$730K 0.02%
12,655
+1,807
+17% +$109K
MNDY icon
235
monday.com
MNDY
$3.94B
$729K 0.02%
4,937
– –
USB icon
236
US Bancorp
USB
$99.6B
$728K 0.02%
13,644
-1,021
-7% -$50.2K
TEL icon
237
TE Connectivity
TEL
$62.6B
$721K 0.02%
3,171
-612
-16% -$142K
NOW icon
238
ServiceNow
NOW
$129B
$719K 0.02%
4,695
+20
+0.4% +$3.43K
A icon
239
Agilent Technologies
A
$41.2B
$717K 0.02%
5,272
– –
IXG icon
240
iShares Global Financials ETF
IXG
$687M
$710K 0.02%
5,882
+160
+3% +$18.6K
INTC icon
241
Intel
INTC
$513B
$688K 0.02%
18,658
-1,407
-7% -$53.1K
CMCSA icon
242
Comcast
CMCSA
$90B
$672K 0.02%
22,489
-718
-3% -$20.5K
FTEC icon
243
Fidelity MSCI Information Technology Index ETF
FTEC
$21.3B
$672K 0.02%
2,989
– –
MU icon
244
Micron Technology
MU
$991B
$656K 0.02%
2,297
-124
-5% -$28.5K
SYK icon
245
Stryker
SYK
$130B
$653K 0.02%
1,857
+28
+2% +$10.2K
TXN icon
246
Texas Instruments
TXN
$261B
$637K 0.02%
3,674
-189
-5% -$32.4K
VV icon
247
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$636K 0.02%
2,019
– –
COF icon
248
Capital One
COF
$134B
$635K 0.02%
2,619
+48
+2% +$10.7K
PFF icon
249
iShares Preferred and Income Securities ETF
PFF
$13.3B
$631K 0.02%
20,374
+323
+2% +$10.1K
FCOM icon
250
Fidelity MSCI Communication Services Index ETF
FCOM
$1.81B
$622K 0.02%
8,486
+1,184
+16% +$84K
8 9
10
11 12

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TAM
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SM
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CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
BGDI
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ROTUOC
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CM
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PCM
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DIG
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KCM Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, KCM Investment Advisors held 404 positions worth $3.12B, up 0.44% from $3.11B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

KCM Investment Advisors's Q4 2025 filing shows 21 new, 108 increased, 202 reduced and 10 closed positions. Its largest new stake was AppFolio: 19,686 shares worth $4.58M. The largest sale was State Street Technology Select Sector SPDR ETF, an estimated $5.25M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 20% a quarter earlier, followed by Financials and Consumer Staples.

  • KCM Investment Advisors's largest Q4 2025 buy was AppFolio: 19,686 shares worth $4.58M.
  • KCM Investment Advisors added most to VanEck Uranium + Nuclear Energy ETF in Q4 2025, an estimated $5.02M increase.
  • KCM Investment Advisors's biggest Q4 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $5.25M.
  • KCM Investment Advisors fully exited iShares Russell 3000 ETF in Q4 2025, selling an estimated $1.94M.
  • KCM Investment Advisors's ten largest holdings make up 35% of its $3.12B portfolio in Q4 2025.
  • KCM Investment Advisors opened 21 new positions and closed 10 in Q4 2025.
  • KCM Investment Advisors's portfolio value rose 0.44% quarter-over-quarter to $3.12B.

Based on KCM Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.