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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
COR icon
376
Cencora
COR
$61.2B
$217K 0.01%
642
-11
-2% -$3.75K
AON icon
377
Aon
AON
$76B
$216K 0.01%
613
-23
-4% -$8.03K
CHKP icon
378
Check Point Software Technologies
CHKP
$13.1B
$216K 0.01%
1,164
-126
-10% -$24.4K
MDLZ icon
379
Mondelez International
MDLZ
$79.9B
$216K 0.01%
4,010
-200
-5% -$11.5K
TTE icon
380
TotalEnergies
TTE
$190B
$215K 0.01%
+3,294
New +$208K
EW icon
381
Edwards Lifesciences
EW
$51.7B
$215K 0.01%
+2,518
New +$207K
COWZ icon
382
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$215K 0.01%
+3,566
New +$210K
OXY icon
383
Occidental Petroleum
OXY
$55.9B
$213K 0.01%
5,187
– –
VEEV icon
384
Veeva Systems
VEEV
$37.4B
$210K 0.01%
+939
New +$249K
PLTR icon
385
Palantir
PLTR
$413B
$209K 0.01%
+1,178
New +$213K
SPYG icon
386
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$209K 0.01%
1,957
– –
BP icon
387
BP
BP
$107B
$207K 0.01%
5,957
– –
PXH icon
388
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.98B
$206K 0.01%
8,000
– –
ROK icon
389
Rockwell Automation
ROK
$49B
$201K 0.01%
+517
New +$194K
IXP icon
390
iShares Global Comm Services ETF
IXP
$572M
$201K 0.01%
+1,658
New +$203K
URI icon
391
United Rentals
URI
$72.4B
$201K 0.01%
248
-13
-5% -$11.3K
CX icon
392
Cemex
CX
$16.3B
$116K ﹤0.01%
10,067
– –
NAT icon
393
Nordic American Tanker
NAT
$1.37B
$88.3K ﹤0.01%
25,677
– –
GGB icon
394
Gerdau
GGB
$9.7B
$53.8K ﹤0.01%
14,576
– –
AWK icon
395
American Water Works
AWK
$26.9B
– –
-1,626
Closed -$226K
CSGP icon
396
CoStar Group
CSGP
$12.3B
– –
-2,720
Closed -$229K
ENPH icon
397
Enphase Energy
ENPH
$5.53B
– –
-6,109
Closed -$216K
GIS icon
398
General Mills
GIS
$19.7B
– –
-6,788
Closed -$342K
IUSG icon
399
iShares Core S&P US Growth ETF
IUSG
$33.9B
– –
-2,000
Closed -$329K
IWV icon
400
iShares Russell 3000 ETF
IWV
$20.4B
– –
-5,117
Closed -$1.94M
13 14 15
16
17

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TAM
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SM
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CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
BGDI
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ROTUOC
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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.