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KIA

KCM Investment Advisors Portfolio holdings

AUM $3.37B
1-Year Est. Return 30.24%
This Fund
S&P 500
This Quarter Est. Return
+0.29%
1 Year Est. Return
+30.24%
3 Year Est. Return
+85.74%
5 Year Est. Return
+105.87%
10 Year Est. Return
+330.95%
AUM
$3.01B
AUM Growth
-$106M
Cap. Flow
-$50.4M
Cap. Flow %
-1.67%
Top 10 Hldgs %
33.95%
Holding
407
New
13
Increased
148
Reduced
174
Closed
14

Top Buys

Rank Stock Value
1
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$4.28M
2
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.82M
3
JPM icon
JPMorgan Chase
JPM
+$1.66M
4
LBRDA
Liberty Broadband Class A
LBRDA
+$1.59M
5
VAW icon
Vanguard Materials ETF
VAW
+$1.28M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.68M
2
ADP icon
Automatic Data Processing
ADP
+$4.93M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.82M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$4.36M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$4.06M

Sector Composition

Rank Sector Weight
1 Miscellaneous 34.87%
2 Technology 17.61%
3 Industrials 7.87%
4 Consumer Staples 7.83%
5 Financials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IXP icon
401
iShares Global Comm Services ETF
IXP
$506M
– –
-1,658
Closed -$201K
MP icon
402
MP Materials
MP
$10B
– –
-24,130
Closed -$1.22M
NAT icon
403
Nordic American Tanker
NAT
$1.43B
– –
-25,677
Closed -$88.3K
URI icon
404
United Rentals
URI
$64.1B
– –
-248
Closed -$201K
VEEV icon
405
Veeva Systems
VEEV
$44.8B
– –
-939
Closed -$210K
VV icon
406
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
– –
-2,019
Closed -$636K
WDAY icon
407
Workday
WDAY
$49.3B
– –
-1,372
Closed -$295K
13 14 15 16
17

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MCM
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BC
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EC
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KF
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SGI
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EG
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KCM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, KCM Investment Advisors held 407 positions worth $3.01B, down 3.4% from $3.12B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

KCM Investment Advisors's Q1 2026 filing shows 13 new, 148 increased, 174 reduced and 14 closed positions. Its largest new stake was Liberty Broadband Class A: 31,643 shares worth $1.59M. The largest sale was Apple, an estimated $5.68M.

By sector, the portfolio is most concentrated in Miscellaneous at 35% of assets, down from 35% a quarter earlier, followed by Technology and Industrials.

  • KCM Investment Advisors's largest Q1 2026 buy was Liberty Broadband Class A: 31,643 shares worth $1.59M.
  • KCM Investment Advisors added most to VanEck Uranium + Nuclear Energy ETF in Q1 2026, an estimated $4.28M increase.
  • KCM Investment Advisors's biggest Q1 2026 reduction was Apple, cutting an estimated $5.68M.
  • KCM Investment Advisors fully exited MP Materials in Q1 2026, selling an estimated $1.22M.
  • KCM Investment Advisors's ten largest holdings make up 34% of its $3.01B portfolio in Q1 2026.
  • KCM Investment Advisors opened 13 new positions and closed 14 in Q1 2026.
  • KCM Investment Advisors's portfolio value fell 3.4% quarter-over-quarter to $3.01B.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.