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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
MCK icon
201
McKesson
MCK
$101B
$1.2M 0.04%
1,467
+9
+0.6% +$7.34K
TMUS icon
202
T-Mobile US
TMUS
$190B
$1.19M 0.04%
5,885
-15,332
-72% -$3.25M
IAU icon
203
iShares Gold Trust
IAU
$67.5B
$1.19M 0.04%
14,628
-2,737
-16% -$214K
RSP icon
204
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$1.17M 0.04%
6,106
-65
-1% -$12.3K
DUK icon
205
Duke Energy
DUK
$97.3B
$1.16M 0.04%
9,872
+731
+8% +$89.3K
J icon
206
Jacobs Solutions
J
$17B
$1.16M 0.04%
8,721
-270
-3% -$39.6K
FNDX icon
207
Schwab Fundamental US Large Company Index ETF
FNDX
$27.3B
$1.15M 0.04%
42,262
– –
BMY icon
208
Bristol-Myers Squibb
BMY
$132B
$1.13M 0.04%
20,871
+174
+0.8% +$8.37K
T icon
209
AT&T
T
$163B
$1.08M 0.03%
43,427
-3,244
-7% -$82.1K
VLO icon
210
Valero Energy
VLO
$85.9B
$1.07M 0.03%
6,547
+1,652
+34% +$280K
IGV icon
211
iShares Expanded Tech-Software Sector ETF
IGV
$14.5B
$1.05M 0.03%
9,924
-10
-0.1% -$1.1K
JBL icon
212
Jabil
JBL
$35.8B
$1.03M 0.03%
4,527
– –
B
213
Barrick Mining
B
$73.2B
$1.01M 0.03%
23,221
-1,075
-4% -$40.3K
WPM icon
214
Wheaton Precious Metals
WPM
$60.9B
$1.01M 0.03%
8,555
+850
+11% +$91K
LEN icon
215
Lennar Class A
LEN
$21.2B
$1M 0.03%
9,754
-665
-6% -$80.3K
LULU icon
216
lululemon athletica
LULU
$14.6B
$987K 0.03%
4,750
-1,035
-18% -$187K
GEV icon
217
GE Vernova
GEV
$264B
$987K 0.03%
1,510
+19
+1% +$11.6K
BSX icon
218
Boston Scientific
BSX
$71.5B
$980K 0.03%
10,278
+76
+0.7% +$7.45K
IETC icon
219
iShares US Tech Independence Focused ETF
IETC
$717M
$979K 0.03%
9,636
– –
TEAM icon
220
Atlassian
TEAM
$37.8B
$976K 0.03%
6,022
+1,822
+43% +$286K
ISRG icon
221
Intuitive Surgical
ISRG
$134B
$959K 0.03%
1,694
-135
-7% -$71.9K
CMI icon
222
Cummins
CMI
$88.7B
$954K 0.03%
1,869
+13
+0.7% +$6.08K
NFLX icon
223
Netflix
NFLX
$309B
$951K 0.03%
10,140
-850
-8% -$91.6K
ONEQ icon
224
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$911K 0.03%
9,967
– –
C icon
225
Citigroup
C
$226B
$863K 0.03%
7,393
-860
-10% -$89.3K
7 8
9
10 11

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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.