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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
IHI icon
276
iShares US Medical Devices ETF
IHI
$3.37B
$455K 0.01%
7,566
– –
ES icon
277
Eversource Energy
ES
$27.2B
$452K 0.01%
6,358
+373
+6% +$24.5K
PGR icon
278
Progressive
PGR
$125B
$450K 0.01%
1,824
+87
+5% +$21.4K
IXUS icon
279
iShares Core MSCI Total International Stock ETF
IXUS
$60.4B
$441K 0.01%
5,344
-2,540
-32% -$202K
DKS icon
280
Dick's Sporting Goods
DKS
$18.7B
$425K 0.01%
1,912
– –
IXJ icon
281
iShares Global Healthcare ETF
IXJ
$4.19B
$423K 0.01%
4,773
+144
+3% +$12.4K
MPWR icon
282
Monolithic Power Systems
MPWR
$68.9B
$421K 0.01%
457
– –
AMD icon
283
Advanced Micro Devices
AMD
$789B
$415K 0.01%
2,563
+328
+15% +$52.9K
IVE icon
284
iShares S&P 500 Value ETF
IVE
$49.8B
$413K 0.01%
2,000
– –
PSA icon
285
Public Storage
PSA
$61.3B
$406K 0.01%
1,405
+56
+4% +$16.1K
MU icon
286
Micron Technology
MU
$991B
$405K 0.01%
2,421
+363
+18% +$46.4K
KEYS icon
287
Keysight
KEYS
$58.3B
$403K 0.01%
2,303
-45
-2% -$7.5K
DON icon
288
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$401K 0.01%
7,675
+5
+0.1% +$259
ERTH icon
289
Invesco MSCI Sustainable Future ETF
ERTH
$138M
$393K 0.01%
8,245
+91
+1% +$4.09K
BIIB icon
290
Biogen
BIIB
$30.7B
$392K 0.01%
2,799
-20
-0.7% -$2.7K
PRF icon
291
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$387K 0.01%
8,565
– –
CRWD icon
292
CrowdStrike
CRWD
$218B
$383K 0.01%
3,124
+940
+43% +$107K
PNC icon
293
PNC Financial Services
PNC
$101B
$380K 0.01%
1,891
+14
+0.7% +$2.77K
AMT icon
294
American Tower
AMT
$80.4B
$379K 0.01%
1,973
+97
+5% +$20.2K
HACK icon
295
Amplify Cybersecurity ETF
HACK
$2.91B
$377K 0.01%
4,338
-500
-10% -$42.4K
EFA icon
296
iShares MSCI EAFE ETF
EFA
$80.2B
$375K 0.01%
4,020
+55
+1% +$5K
MASI
297
DELISTED
Masimo
MASI
$371K 0.01%
2,515
– –
ENB icon
298
Enbridge
ENB
$112B
$370K 0.01%
7,337
-215
-3% -$10.1K
UBER icon
299
Uber
UBER
$153B
$367K 0.01%
3,742
+1,123
+43% +$105K
VGK icon
300
Vanguard FTSE Europe ETF
VGK
$31.1B
$361K 0.01%
4,520
– –
10 11
12
13 14

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TAM
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SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

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.