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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
+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
VGK icon
301
Vanguard FTSE Europe ETF
VGK
$31.1B
$365K 0.01%
4,363
-157
-3% -$12.8K
SGOL icon
302
abrdn Physical Gold Shares ETF
SGOL
$7.41B
$364K 0.01%
8,850
– –
ERTH icon
303
Invesco MSCI Sustainable Future ETF
ERTH
$138M
$361K 0.01%
7,651
-594
-7% -$28.2K
UBER icon
304
Uber
UBER
$153B
$360K 0.01%
4,403
+661
+18% +$59.5K
FNDF icon
305
Schwab Fundamental International Large Company Index ETF
FNDF
$25.7B
$349K 0.01%
7,715
– –
HACK icon
306
Amplify Cybersecurity ETF
HACK
$2.91B
$349K 0.01%
4,338
– –
GRID
307
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$344K 0.01%
+2,249
New +$345K
IJK icon
308
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$344K 0.01%
3,550
– –
PSA icon
309
Public Storage
PSA
$61.3B
$343K 0.01%
1,322
-83
-6% -$23.2K
STX icon
310
Seagate
STX
$184B
$340K 0.01%
1,233
+45
+4% +$11.7K
FNDA icon
311
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
$336K 0.01%
10,661
– –
ENB icon
312
Enbridge
ENB
$112B
$336K 0.01%
7,022
-315
-4% -$15K
IHF icon
313
iShares US Healthcare Providers ETF
IHF
$1.27B
$334K 0.01%
6,957
+28
+0.4% +$1.37K
AMT icon
314
American Tower
AMT
$80.4B
$333K 0.01%
1,897
-76
-4% -$13.8K
SNPS icon
315
Synopsys
SNPS
$79.7B
$329K 0.01%
700
-6
-0.8% -$2.67K
MASI
316
DELISTED
Masimo
MASI
$327K 0.01%
2,515
– –
ESS icon
317
Essex Property Trust
ESS
$18.5B
$326K 0.01%
1,245
– –
SHOP icon
318
Shopify
SHOP
$195B
$324K 0.01%
2,011
– –
SCHK icon
319
Schwab 1000 Index ETF
SCHK
$5.94B
$319K 0.01%
9,712
– –
IYJ icon
320
iShares US Industrials ETF
IYJ
$1.95B
$316K 0.01%
2,135
– –
ADM icon
321
Archer Daniels Midland
ADM
$36.9B
$316K 0.01%
5,495
– –
EVRG icon
322
Evergy
EVRG
$19.2B
$313K 0.01%
4,323
+1,218
+39% +$92.4K
WELL icon
323
Welltower
WELL
$171B
$311K 0.01%
1,678
+52
+3% +$9.71K
DOV icon
324
Dover
DOV
$28.4B
$309K 0.01%
1,585
+53
+3% +$9.65K
BWXT icon
325
BWX Technologies
BWXT
$15.6B
$309K 0.01%
1,787
-98
-5% -$18.4K
11 12
13
14 15

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CFM
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BGDI
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ROTUOC
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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.