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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
VRT icon
51
Vertiv
VRT
$105B
$14M 0.45%
86,429
-300
-0.3% -$52.1K
SDY icon
52
State Street SPDR S&P Dividend ETF
SDY
$23.9B
$12.9M 0.41%
92,651
-1,060
-1% -$147K
VDC icon
53
Vanguard Consumer Staples ETF
VDC
$7.99B
$12.3M 0.39%
58,249
+2,242
+4% +$477K
XLU icon
54
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$11.9M 0.38%
278,630
+9,488
+4% +$420K
SCCO icon
55
Southern Copper
SCCO
$166B
$11.5M 0.37%
81,620
+4,128
+5% +$546K
AMAT icon
56
Applied Materials
AMAT
$428B
$11.4M 0.37%
44,550
-1,167
-3% -$280K
O icon
57
Realty Income
O
$59.1B
$10.9M 0.35%
192,958
-4,732
-2% -$274K
SOXX icon
58
iShares Semiconductor ETF
SOXX
$48.7B
$10.9M 0.35%
36,067
-2,352
-6% -$694K
APD icon
59
Air Products & Chemicals
APD
$67.6B
$10.3M 0.33%
41,663
-1,598
-4% -$405K
XLB icon
60
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$9.79M 0.31%
215,866
+716
+0.3% +$31.6K
VZ icon
61
Verizon
VZ
$196B
$9.53M 0.31%
234,094
-48,266
-17% -$1.96M
SCHW
62
Charles Schwab
SCHW
$187B
$9.32M 0.3%
93,308
-898
-1% -$85.2K
LOW icon
63
Lowe's Companies
LOW
$125B
$9M 0.29%
37,322
-468
-1% -$112K
SBUX icon
64
Starbucks
SBUX
$120B
$8.76M 0.28%
103,990
-8,339
-7% -$703K
MDY icon
65
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$8.72M 0.28%
14,456
-526
-4% -$315K
VNQ icon
66
Vanguard Real Estate ETF
VNQ
$39B
$8.35M 0.27%
94,411
-554
-0.6% -$49.8K
IVV icon
67
iShares Core S&P 500 ETF
IVV
$902B
$8.14M 0.26%
11,883
-369
-3% -$251K
LH icon
68
Labcorp
LH
$25.9B
$7.84M 0.25%
31,242
-391
-1% -$104K
KMB icon
69
Kimberly-Clark
KMB
$36.5B
$7.71M 0.25%
76,450
-9,702
-11% -$1.06M
VAW icon
70
Vanguard Materials ETF
VAW
$3.13B
$7.66M 0.25%
36,913
-330
-0.9% -$66.5K
CSCO icon
71
Cisco
CSCO
$479B
$7.54M 0.24%
97,927
-194
-0.2% -$14.4K
LHX icon
72
L3Harris
LHX
$53.4B
$7.46M 0.24%
25,408
+293
+1% +$84.7K
SMH icon
73
VanEck Semiconductor ETF
SMH
$73.2B
$7.46M 0.24%
20,711
+4,349
+27% +$1.53M
DVY icon
74
iShares Select Dividend ETF
DVY
$23.6B
$7.46M 0.24%
52,834
+8
+0% +$1.13K
NLR icon
75
VanEck Uranium + Nuclear Energy ETF
NLR
$4.18B
$6.96M 0.22%
56,055
+36,500
+187% +$5.02M
1 2
3
4 5

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SM
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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.