We are live on ! Find out more
KIA

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
IHI icon
276
iShares US Medical Devices ETF
IHI
$3.38B
$470K 0.02%
7,566
– –
KEYS icon
277
Keysight
KEYS
$58.3B
$468K 0.02%
2,303
– –
IXJ icon
278
iShares Global Healthcare ETF
IXJ
$4.18B
$467K 0.02%
4,790
+17
+0.4% +$1.61K
DLR icon
279
Digital Realty Trust
DLR
$71.7B
$463K 0.01%
2,990
-92
-3% -$15.1K
NSC icon
280
Norfolk Southern
NSC
$75.1B
$455K 0.01%
1,577
+22
+1% +$6.36K
APH icon
281
Amphenol
APH
$209B
$452K 0.01%
3,344
+618
+23% +$82.7K
PANW icon
282
Palo Alto Networks
PANW
$297B
$451K 0.01%
2,451
-204
-8% -$41.2K
CRWD icon
283
CrowdStrike
CRWD
$218B
$447K 0.01%
3,812
+688
+22% +$87.6K
HUBB icon
284
Hubbell
HUBB
$27.2B
$444K 0.01%
1,000
-110
-10% -$48.2K
VRTX icon
285
Vertex Pharmaceuticals
VRTX
$126B
$442K 0.01%
+976
New +$421K
IJR icon
286
iShares Core S&P Small-Cap ETF
IJR
$112B
$430K 0.01%
3,578
-376
-10% -$45K
IVE icon
287
iShares S&P 500 Value ETF
IVE
$49.8B
$424K 0.01%
2,000
– –
CARR icon
288
Carrier Global
CARR
$52.8B
$421K 0.01%
7,960
-1,758
-18% -$97.7K
MPWR icon
289
Monolithic Power Systems
MPWR
$68.9B
$414K 0.01%
457
– –
IBIT icon
290
iShares Bitcoin Trust
IBIT
$47.8B
$409K 0.01%
8,229
+4,271
+108% +$243K
PRF icon
291
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$402K 0.01%
8,565
– –
BXSL icon
292
Blackstone Secured Lending
BXSL
$5.72B
$395K 0.01%
+15,000
New +$403K
BNY
293
Bank of New York Mellon
BNY
$107B
$387K 0.01%
3,335
+51
+2% +$5.64K
FICO icon
294
Fair Isaac
FICO
$22.5B
$387K 0.01%
229
– –
EFA icon
295
iShares MSCI EAFE ETF
EFA
$80.2B
$386K 0.01%
4,020
– –
DON icon
296
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$385K 0.01%
7,471
-204
-3% -$10.5K
DKS icon
297
Dick's Sporting Goods
DKS
$18.7B
$379K 0.01%
1,912
– –
IWB icon
298
iShares Russell 1000 ETF
IWB
$50.1B
$378K 0.01%
1,012
-453
-31% -$168K
SHEL icon
299
Shell
SHEL
$245B
$377K 0.01%
5,126
+635
+14% +$46.8K
PNC icon
300
PNC Financial Services
PNC
$101B
$367K 0.01%
1,759
-132
-7% -$25.5K
10 11
12
13 14

Similar funds

TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return
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 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.