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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
VTI icon
26
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$35M 1.12%
104,380
-4,002
-4% -$1.33M
VCR icon
27
Vanguard Consumer Discretionary ETF
VCR
$6.33B
$34M 1.09%
86,283
-57
-0.1% -$22.3K
BX icon
28
Blackstone
BX
$110B
$32.7M 1.05%
212,406
-8,381
-4% -$1.27M
XLP icon
29
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$31.8M 1.02%
409,784
-772
-0.2% -$60.3K
SPY icon
30
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$30.3M 0.97%
44,364
+291
+0.7% +$197K
XLE icon
31
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$29.4M 0.94%
657,883
-28,971
-4% -$1.29M
NEE icon
32
NextEra Energy
NEE
$177B
$29M 0.93%
361,049
-5,016
-1% -$415K
AMGN icon
33
Amgen
AMGN
$222B
$28.6M 0.92%
87,521
-1,273
-1% -$404K
CAT icon
34
Caterpillar
CAT
$387B
$28.4M 0.91%
49,619
-557
-1% -$310K
VFH icon
35
Vanguard Financials ETF
VFH
$13.6B
$27.1M 0.87%
203,114
-1,167
-0.6% -$152K
LLY icon
36
Eli Lilly
LLY
$1.06T
$26.9M 0.86%
25,026
+90
+0.4% +$86.1K
PG icon
37
Procter & Gamble
PG
$339B
$26.2M 0.84%
182,472
-6,804
-4% -$1M
VIS icon
38
Vanguard Industrials ETF
VIS
$8.39B
$25.9M 0.83%
86,647
-225
-0.3% -$66.8K
MCD icon
39
McDonald's
MCD
$195B
$23.3M 0.75%
76,241
+169
+0.2% +$51.8K
AVGO icon
40
Broadcom
AVGO
$2.04T
$20.6M 0.66%
59,460
-8,210
-12% -$2.94M
CSL icon
41
Carlisle Companies
CSL
$15.4B
$18.7M 0.6%
58,434
-3,895
-6% -$1.26M
ECL icon
42
Ecolab
ECL
$79.9B
$18.6M 0.6%
70,730
-1,709
-2% -$455K
BAC icon
43
Bank of America
BAC
$442B
$18.4M 0.59%
335,262
-28,231
-8% -$1.49M
KLAC icon
44
KLA
KLAC
$259B
$18.3M 0.59%
150,880
-6,040
-4% -$708K
ABT icon
45
Abbott
ABT
$187B
$18.2M 0.58%
145,490
-3,188
-2% -$406K
ABBV icon
46
AbbVie
ABBV
$435B
$17.4M 0.56%
76,232
-108
-0.1% -$24.6K
VHT icon
47
Vanguard Health Care ETF
VHT
$18.6B
$15.9M 0.51%
55,397
-407
-0.7% -$114K
DHR icon
48
Danaher
DHR
$144B
$15.6M 0.5%
68,339
-1,635
-2% -$359K
BRK.B icon
49
Berkshire Hathaway Class B
BRK.B
$1.13T
$14.2M 0.46%
28,336
-429
-1% -$213K
WFC.PRL icon
50
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.66B
$14M 0.45%
11,576
-154
-1% -$190K
1
2
3 4 5

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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.