KCM INVESTMENT ADVISORS LLC — 13F Holdings & Portfolio
CIK 1109228 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$3.01B
Long-equity book
Holdings
393
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+14 / −15 / ↑140 / ↓138
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CHEVRON CORPORATION$17.2M +36.0%
- COSTCO WHOLESALE CORPORATION$12.9M +13.0%
- SELECT SECTOR SPDR TR$10.2M +34.7%
- VERTIV HOLDINGS CO$7.3M +52.1%
- CATERPILLAR INC$6.5M +22.8%
Top Trims
- MICROSOFT CORP-$37.2M -25.8%
- APPLE INC-$21.1M -9.0%
- SELECT SECTOR SPDR TR-$14.2M -7.3%
- AUTOMATIC DATA PROCESSING IN-$13.5M -31.1%
- BLACKSTONE INC-$8.7M -26.5%
New Positions
- LIBERTY BROADBAND CORP$1.6M
- ANALOG DEVICES INC$452.1K
- TARGA RES CORP$389.6K
- SENSATA TECHNOLOGIES HLDG PL$316.7K
- DATADOG INC$313.1K
Exited Positions
- MP MATERIALS CORP$1.2M
- VANGUARD INDEX FDS$635.7K
- FAIR ISAAC CORP$387.2K
- VANGUARD CHARLOTTE FDS$297.0K
- WORKDAY INC$294.7K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $213.1M | 7.07% | 839,802 | SH |
| 2 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $179.2M | 5.95% | 1,348,601 | SH |
| 3 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $112.0M | 3.72% | 112,385 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $107.2M | 3.56% | 289,473 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $77.7M | 2.58% | 270,345 | SH |
| 6 | WALMART INC | WMT | 931142103 | $69.3M | 2.30% | 557,356 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $68.5M | 2.27% | 329,107 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $66.1M | 2.19% | 224,754 | SH |
| 9 | CHEVRON CORPORATION | CVX | 166764100 | $65.1M | 2.16% | 314,600 | SH |
| 10 | NVIDIA CORPORATION | NVDA | 67066G104 | $64.5M | 2.14% | 370,072 | SH |
| 11 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $55.2M | 1.83% | 497,968 | SH |
| 12 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $54.1M | 1.79% | 496,197 | SH |
| 13 | VANGUARD WORLD FD | VGT | 92204A702 | $53.3M | 1.77% | 76,389 | SH |
| 14 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $47.9M | 1.59% | 326,615 | SH |
| 15 | VISA INC | V | 92826C839 | $45.8M | 1.52% | 151,405 | SH |
| 16 | JOHNSON & JOHNSON | JNJ | 478160104 | $45.5M | 1.51% | 186,280 | SH |
| 17 | HOME DEPOT INC | HD | 437076102 | $44.9M | 1.49% | 136,632 | SH |
| 18 | VANGUARD WORLD FD | VOX | 92204A884 | $44.6M | 1.48% | 248,024 | SH |
| 19 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $44.3M | 1.47% | 273,662 | SH |
| 20 | WASTE MGMT INC DEL | WM | 94106L109 | $42.5M | 1.41% | 185,064 | SH |
| 21 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $42.5M | 1.41% | 860,033 | SH |
| 22 | ALPHABET INC | GOOG | 02079K107 | $41.8M | 1.39% | 145,767 | SH |
| 23 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $39.6M | 1.31% | 646,525 | SH |
| 24 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $39.4M | 1.31% | 94,579 | SH |
| 25 | CATERPILLAR INC | CAT | 149123101 | $34.9M | 1.16% | 49,275 | SH |
| 26 | INVESCO QQQ TR | QQQ | 46090E103 | $34.1M | 1.13% | 59,124 | SH |
| 27 | VANGUARD INDEX FDS | VTI | 922908769 | $33.5M | 1.11% | 104,346 | SH |
| 28 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $33.4M | 1.11% | 407,834 | SH |
| 29 | NEXTERA ENERGY INC | NEE | 65339F101 | $32.8M | 1.09% | 353,566 | SH |
| 30 | VANGUARD WORLD FD | VCR | 92204A108 | $31.1M | 1.03% | 86,486 | SH |
| 31 | AMGEN INC | AMGN | 031162100 | $30.7M | 1.02% | 87,251 | SH |
| 32 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $29.8M | 0.99% | 146,873 | SH |
| 33 | VANGUARD WORLD FD | VIS | 92204A603 | $27.1M | 0.90% | 86,833 | SH |
| 34 | PROCTER & GAMBLE CO | PG | 742718109 | $25.3M | 0.84% | 175,289 | SH |
| 35 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $24.2M | 0.80% | 37,275 | SH |
| 36 | BLACKSTONE INC | BX | 09260D107 | $24.1M | 0.80% | 209,212 | SH |
| 37 | MCDONALDS CORP | MCD | 580135101 | $23.6M | 0.78% | 75,834 | SH |
| 38 | VANGUARD WORLD FD | VFH | 92204A405 | $23.4M | 0.78% | 193,484 | SH |
| 39 | ELI LILLY & CO | LLY | 532457108 | $22.3M | 0.74% | 24,219 | SH |
| 40 | KLA CORP | KLAC | 482480100 | $21.9M | 0.73% | 14,846 | SH |
| 41 | VERTIV HOLDINGS CO | VRT | 92537N108 | $21.3M | 0.71% | 85,009 | SH |
| 42 | CARLISLE COS INC | CSL | 142339100 | $19.5M | 0.65% | 58,394 | SH |
| 43 | BROADCOM INC | AVGO | 11135F101 | $19.2M | 0.64% | 62,058 | SH |
| 44 | ECOLAB INC | ECL | 278865100 | $18.1M | 0.60% | 67,937 | SH |
| 45 | ABBVIE INC | ABBV | 00287Y109 | $16.7M | 0.55% | 76,791 | SH |
| 46 | BANK AMERICA CORP | BAC | 060505104 | $15.6M | 0.52% | 319,992 | SH |
| 47 | APPLIED MATLS INC | AMAT | 038222105 | $14.9M | 0.49% | 43,545 | SH |
| 48 | SOUTHERN COPPER CORP | SCCO | 84265V105 | $14.8M | 0.49% | 86,082 | SH |
| 49 | VANGUARD WORLD FD | VHT | 92204A504 | $14.6M | 0.48% | 53,633 | SH |
| 50 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $14.0M | 0.46% | 29,117 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $3.01B | 393 | 0001941040-26-000374 |
| 2025-12-31 | 2026-02-13 | $3.12B | 394 | 0001941040-26-000153 |
| 2025-09-30 | 2025-11-12 | $3.11B | 383 | 0001941040-25-000642 |