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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
FSLR icon
251
First Solar
FSLR
$26.9B
$612K 0.02%
2,341
+58
+3% +$14.6K
VXUS icon
252
Vanguard Total International Stock ETF
VXUS
$163B
$604K 0.02%
8,004
+5,228
+188% +$390K
XAR icon
253
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.5B
$597K 0.02%
2,473
– –
PSX icon
254
Phillips 66
PSX
$81.4B
$594K 0.02%
4,600
-36
-0.8% -$4.84K
SCHF icon
255
Schwab International Equity ETF
SCHF
$68.7B
$591K 0.02%
24,571
+979
+4% +$23.3K
ARM icon
256
Arm
ARM
$302B
$587K 0.02%
5,374
+275
+5% +$40K
INTU icon
257
Intuit
INTU
$89B
$584K 0.02%
882
+18
+2% +$11.9K
AMD icon
258
Advanced Micro Devices
AMD
$789B
$583K 0.02%
2,723
+160
+6% +$35.9K
XYL icon
259
Xylem
XYL
$28.1B
$582K 0.02%
4,272
– –
AFL icon
260
Aflac
AFL
$62.6B
$562K 0.02%
5,095
-333
-6% -$36.7K
CI icon
261
Cigna
CI
$74.6B
$558K 0.02%
2,029
-93
-4% -$26.1K
XEL icon
262
Xcel Energy
XEL
$48.8B
$547K 0.02%
7,409
– –
TGT icon
263
Target
TGT
$68B
$546K 0.02%
5,586
-1,543
-22% -$142K
KKR icon
264
KKR & Co
KKR
$92.3B
$540K 0.02%
4,235
-817
-16% -$102K
SRE icon
265
Sempra
SRE
$54.8B
$537K 0.02%
6,080
+85
+1% +$7.74K
NRG icon
266
NRG Energy
NRG
$24.8B
$526K 0.02%
+3,303
New +$546K
ES icon
267
Eversource Energy
ES
$27.2B
$522K 0.02%
7,746
+1,388
+22% +$97.5K
GSLC icon
268
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$517K 0.02%
3,905
– –
PGR icon
269
Progressive
PGR
$125B
$508K 0.02%
2,232
+408
+22% +$92.1K
KMI icon
270
Kinder Morgan
KMI
$68.7B
$498K 0.02%
18,130
-413
-2% -$11.2K
FAST icon
271
Fastenal
FAST
$59.5B
$495K 0.02%
12,338
+2,220
+22% +$93.5K
BIIB icon
272
Biogen
BIIB
$30.7B
$493K 0.02%
2,799
– –
AKRE
273
Akre Focus ETF
AKRE
$5.34B
$489K 0.02%
+7,457
New +$483K
IXN icon
274
iShares Global Tech ETF
IXN
$9.26B
$483K 0.02%
4,604
– –
COIN icon
275
Coinbase
COIN
$40.5B
$478K 0.02%
2,112
+744
+54% +$222K
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 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.