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KIA

KCM Investment Advisors Portfolio holdings

AUM $3.01B
1-Year Est. Return 21.97%
This Fund
S&P 500
This Quarter Est. Return
+8.42%
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
$3.11B
AUM Growth
+$124M
Cap. Flow
-$90.3M
Cap. Flow %
-2.91%
Top 10 Hldgs %
35.02%
Holding
397
New
19
Increased
160
Reduced
144
Closed
14

Top Buys

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$5.53M
2
CW icon
Curtiss-Wright
CW
+$2.91M
3
LLY icon
Eli Lilly
LLY
+$2.28M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$1.8M
5
CDNS icon
Cadence Design Systems
CDNS
+$1.67M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$35.4M
2
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$19.2M
3
VFH icon
Vanguard Financials ETF
VFH
+$18.1M
4
VHT icon
Vanguard Health Care ETF
VHT
+$12.5M
5
DE icon
Deere & Co
DE
+$3.28M

Sector Composition

Rank Sector Weight
1 Technology 19.73%
2 Financials 7.97%
3 Consumer Staples 7.42%
4 Industrials 7.06%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
251
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$622K 0.02%
2,019
– –
CI icon
252
Cigna
CI
$74.6B
$612K 0.02%
2,122
+20
+1% +$5.92K
AFL icon
253
Aflac
AFL
$62.6B
$606K 0.02%
5,428
+85
+2% +$8.93K
XEL icon
254
Xcel Energy
XEL
$48.8B
$598K 0.02%
7,409
– –
INTU icon
255
Intuit
INTU
$89B
$590K 0.02%
864
+47
+6% +$33.9K
SWK icon
256
Stanley Black & Decker
SWK
$15.7B
$587K 0.02%
7,896
-516
-6% -$37.8K
XAR icon
257
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.5B
$581K 0.02%
2,473
– –
CARR icon
258
Carrier Global
CARR
$52.8B
$580K 0.02%
9,718
+13
+0.1% +$883
SCHF icon
259
Schwab International Equity ETF
SCHF
$68.7B
$549K 0.02%
23,592
– –
COF icon
260
Capital One
COF
$134B
$547K 0.02%
2,571
+115
+5% +$25.2K
PANW icon
261
Palo Alto Networks
PANW
$297B
$541K 0.02%
2,655
+610
+30% +$117K
SRE icon
262
Sempra
SRE
$54.8B
$539K 0.02%
5,995
+189
+3% +$15.3K
IWB icon
263
iShares Russell 1000 ETF
IWB
$50.2B
$535K 0.02%
1,465
+453
+45% +$160K
DLR icon
264
Digital Realty Trust
DLR
$71.7B
$533K 0.02%
3,082
-76
-2% -$13K
KMI icon
265
Kinder Morgan
KMI
$68.7B
$525K 0.02%
18,543
-761
-4% -$20.8K
FCOM icon
266
Fidelity MSCI Communication Services Index ETF
FCOM
$1.78B
$518K 0.02%
7,302
– –
GSLC icon
267
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$509K 0.02%
3,905
– –
FSLR icon
268
First Solar
FSLR
$26.9B
$503K 0.02%
2,283
– –
ALB icon
269
Albemarle
ALB
$15.5B
$502K 0.02%
6,186
-1,156
-16% -$89.2K
FAST icon
270
Fastenal
FAST
$59.5B
$496K 0.02%
10,118
+300
+3% +$14.2K
HUBB icon
271
Hubbell
HUBB
$27.2B
$478K 0.02%
1,110
– –
IXN icon
272
iShares Global Tech ETF
IXN
$9.26B
$475K 0.02%
4,604
+256
+6% +$24.7K
IJR icon
273
iShares Core S&P Small-Cap ETF
IJR
$112B
$470K 0.02%
3,954
-69
-2% -$7.94K
NSC icon
274
Norfolk Southern
NSC
$75.1B
$467K 0.02%
1,555
+66
+4% +$18.3K
COIN icon
275
Coinbase
COIN
$40.5B
$462K 0.01%
1,368
+790
+137% +$268K
9 10
11
12 13

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SM
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CFM
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BGDI
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ROTUOC
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PCM
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DIG
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KCM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, KCM Investment Advisors held 397 positions worth $3.11B, up 4.2% from $2.98B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

KCM Investment Advisors's Q3 2025 filing shows 19 new, 160 increased, 144 reduced and 14 closed positions. Its largest new stake was Fair Isaac: 229 shares worth $343K. The largest sale was Vanguard Morningstar Total Stock Market ETF, an estimated $35.4M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 18% a quarter earlier, followed by Financials and Consumer Staples.

  • KCM Investment Advisors's largest Q3 2025 buy was Fair Isaac: 229 shares worth $343K.
  • KCM Investment Advisors added most to JPMorgan Chase in Q3 2025, an estimated $5.53M increase.
  • KCM Investment Advisors's biggest Q3 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $35.4M.
  • KCM Investment Advisors fully exited State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2025, selling an estimated $3.05M.
  • KCM Investment Advisors's ten largest holdings make up 35% of its $3.11B portfolio in Q3 2025.
  • KCM Investment Advisors opened 19 new positions and closed 14 in Q3 2025.
  • KCM Investment Advisors's portfolio value rose 4.2% quarter-over-quarter to $3.11B.

Based on KCM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.