KCM INVESTMENT ADVISORS LLC — 13F Holdings & Portfolio
CIK 1109228 · latest 13F-HR filed 2026-08-14
KCM INVESTMENT ADVISORS LLC manages $3.37B in 13F-reported U.S. long-equity assets across 400 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are XLK (7.67%), AAPL (7.14%), MSFT (3.24%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 29 new positions, exited 22, added to 203, and trimmed 77.
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.
SUITE 210
GREENBRAE, CA 94904
$3.37B
Long-equity book
400
Distinct positions
2026-06-30
Filed 2026-08-14
+29 / −22 / ↑203 / ↓77
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SELECT SECTOR SPDR TR$79.1M +44.1%
- APPLE INC$27.2M +12.8%
- KLA CORP$21.1M +96.7%
- VANGUARD WORLD FD$20.5M +38.5%
- CATERPILLAR INC$18.1M +51.9%
Top Trims
- CHEVRON CORPORATION-$13.4M -20.5%
- COSTCO WHOLESALE CORPORATION-$7.9M -7.1%
- MCDONALDS CORP-$7.3M -30.8%
- ABBOTT LABORATORIES-$6.3M -47.4%
- WALMART INC-$6.2M -8.9%
New Positions
- HONEYWELL INTL INC$1.4M
- HONEYWELL AEROSPACE INC$1.4M
- ISHARES TR$1.2M
- ECHOSTAR CORP$971.9K
- SIMON PPTY GROUP INC NEW$636.5K
Exited Positions
- EXXON MOBIL CORP$5.6M
- HONEYWELL INTL INC$2.9M
- BUILDERS FIRSTSOURCE INC$1.8M
- LIBERTY BROADBAND CORP$1.6M
- ZIMMER BIOMET HOLDINGS INC$657.8K
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 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $258.3M | 7.67% | 1,355,853 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $240.3M | 7.14% | 830,626 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $109.0M | 3.24% | 292,283 | SH |
| 4 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $104.1M | 3.09% | 111,264 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $95.7M | 2.84% | 267,785 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $78.7M | 2.34% | 330,195 | SH |
| 7 | NVIDIA CORPORATION | NVDA | 67066G104 | $74.6M | 2.22% | 372,859 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $74.5M | 2.21% | 227,545 | SH |
| 9 | VANGUARD WORLD FD | VGT | 92204A702 | $73.8M | 2.19% | 617,483 | SH |
| 10 | WALMART INC | WMT | 931142103 | $63.1M | 1.87% | 556,905 | SH |
| 11 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $61.8M | 1.84% | 526,859 | SH |
| 12 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $55.4M | 1.65% | 349,376 | SH |
| 13 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $54.2M | 1.61% | 505,901 | SH |
| 14 | CATERPILLAR INC | CAT | 149123101 | $53.0M | 1.57% | 49,787 | SH |
| 15 | CHEVRON CORPORATION | CVX | 166764100 | $51.7M | 1.54% | 312,016 | SH |
| 16 | VISA INC | V | 92826C839 | $51.5M | 1.53% | 150,051 | SH |
| 17 | ALPHABET INC | GOOG | 02079K107 | $51.0M | 1.51% | 144,364 | SH |
| 18 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $48.9M | 1.45% | 263,844 | SH |
| 19 | HOME DEPOT INC | HD | 437076102 | $47.7M | 1.42% | 135,391 | SH |
| 20 | JOHNSON & JOHNSON | JNJ | 478160104 | $47.7M | 1.42% | 187,862 | SH |
| 21 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $46.6M | 1.38% | 868,463 | SH |
| 22 | VANGUARD WORLD FD | VOX | 92204A884 | $46.4M | 1.38% | 252,428 | SH |
| 23 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $46.2M | 1.37% | 94,156 | SH |
| 24 | KLA CORP | KLAC | 482480100 | $43.0M | 1.28% | 142,507 | SH |
| 25 | INVESCO QQQ TR | QQQ | 46090E103 | $42.8M | 1.27% | 58,141 | SH |
| 26 | WASTE MGMT INC DEL | WM | 94106L109 | $40.6M | 1.21% | 182,200 | SH |
| 27 | VANGUARD INDEX FDS | VTI | 922908769 | $38.1M | 1.13% | 102,977 | SH |
| 28 | VANGUARD WORLD FD | VCR | 92204A108 | $35.6M | 1.06% | 89,699 | SH |
| 29 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $35.2M | 1.05% | 424,290 | SH |
| 30 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $34.3M | 1.02% | 645,182 | SH |
| 31 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $31.9M | 0.95% | 142,303 | SH |
| 32 | AMGEN INC | AMGN | 031162100 | $31.8M | 0.94% | 87,850 | SH |
| 33 | VANGUARD WORLD FD | VIS | 92204A603 | $31.2M | 0.93% | 86,620 | SH |
| 34 | APPLIED MATLS INC | AMAT | 038222105 | $31.0M | 0.92% | 42,903 | SH |
| 35 | NEXTERA ENERGY INC | NEE | 65339F101 | $30.7M | 0.91% | 349,649 | SH |
| 36 | ELI LILLY & CO | LLY | 532457108 | $29.5M | 0.88% | 24,625 | SH |
| 37 | VERTIV HOLDINGS CO | VRT | 92537N108 | $28.4M | 0.84% | 84,860 | SH |
| 38 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $28.2M | 0.84% | 37,737 | SH |
| 39 | VANGUARD WORLD FD | VFH | 92204A405 | $26.4M | 0.78% | 200,509 | SH |
| 40 | PROCTER & GAMBLE CO | PG | 742718109 | $25.0M | 0.74% | 170,753 | SH |
| 41 | BLACKSTONE INC | BX | 09260D107 | $24.2M | 0.72% | 205,546 | SH |
| 42 | BROADCOM INC | AVGO | 11135F101 | $23.3M | 0.69% | 61,642 | SH |
| 43 | CARLISLE COS INC | CSL | 142339100 | $20.9M | 0.62% | 57,619 | SH |
| 44 | ISHARES TR | SOXX | 464287523 | $20.4M | 0.61% | 31,825 | SH |
| 45 | ABBVIE INC | ABBV | 00287Y109 | $19.2M | 0.57% | 76,198 | SH |
| 46 | ECOLAB INC | ECL | 278865100 | $18.9M | 0.56% | 67,740 | SH |
| 47 | BANK OF AMER CORP | BAC | 060505104 | $17.9M | 0.53% | 314,395 | SH |
| 48 | VANGUARD WORLD FD | VHT | 92204A504 | $17.1M | 0.51% | 57,047 | SH |
| 49 | MCDONALDS CORP | MCD | 580135101 | $16.3M | 0.48% | 60,362 | SH |
| 50 | VANECK ETF TRUST | SMH | 92189F676 | $16.2M | 0.48% | 24,728 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $3.37B | 400 | 0001941040-26-000602 |
| 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 |