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Latest KCM INVESTMENT ADVISORS LLC Stock Portfolio

$3.37Billion | No. of Holdings #395

KCM INVESTMENT ADVISORS LLC Performance

2026 Q2+4.11%
YTD+2.29%
2025+19.59%

About KCM INVESTMENT ADVISORS LLC and 13F Hedge Fund Stock Holdings

KCM INVESTMENT ADVISORS LLC is a hedge fund based in Greenbrae, CA. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, KCM INVESTMENT ADVISORS LLC reported an equity portfolio of $3.4 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of KCM INVESTMENT ADVISORS LLC are XLB, AAPL, MSFT. The fund has invested 7.7% of it's portfolio in SELECT SECTOR SPDR TR and 7.1% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HONEYWELL INTL INC (HON) and BUILDERS FIRSTSOURCE INC (BLDR) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), ABBOTT LABORATORIES (ABT) and NRG ENERGY INC (NRG). KCM INVESTMENT ADVISORS LLC opened new stock positions in HONEYWELL INTL INC (HON), HONEYWELL AEROSPACE INC and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and VANGUARD WORLD FD (EDV).
KCM INVESTMENT ADVISORS LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$3.37Billion
  as of Aug 14, 2026

KCM INVESTMENT ADVISORS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that KCM INVESTMENT ADVISORS LLC made a return of 4.11% in the last quarter. In trailing 12 months, it's portfolio return was 17.87%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell intl inc1,416,320
honeywell aerospace inc1,385,510
ishares tr1,154,230
echostar corp971,863
simon ppty group inc new636,508
fedex fght hldg co inc499,659
schwab strategic tr440,871
ishares tr419,045
New stocks bought by KCM INVESTMENT ADVISORS LLC

Additions

Ticker% Inc.
vanguard world fd708
vanguard index fds445
vanguard world fd400
spdr series trust264
ishares tr259
vertex pharmaceuticals inc105
vanguard index fds103
ishares tr54.52
Additions to existing portfolio by KCM INVESTMENT ADVISORS LLC

Reductions

Ticker% Reduced
adobe inc-58.85
abbott laboratories-40.44
nrg energy inc-30.72
profesionally managed portfo-26.89
comcast corp new-26.85
spdr series trust-26.15
goldman sachs etf tr-25.13
mcdonalds corp-20.4
KCM INVESTMENT ADVISORS LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-5,550,780
liberty broadband corp-1,589,110
builders firstsource inc-1,822,790
honeywell intl inc-2,887,160
coterra energy inc-329,156
wisdomtree tr-392,717
zimmer biomet holdings inc-657,806
atlassian corporation-411,002
KCM INVESTMENT ADVISORS LLC got rid off the above stocks

Sector Distribution

KCM INVESTMENT ADVISORS LLC has about 37.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Energy
  • Basic Materials
  • Utilities
Sector%
Others37.7
Technology18
Industrials9
Financial Services6.6
Consumer Defensive6.6
Consumer Cyclical5.8
Healthcare5.5
Communication Services5
Energy1.9
Basic Materials1.9
Utilities1.5

Market Cap. Distribution

KCM INVESTMENT ADVISORS LLC has about 62% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP43.5
UNALLOCATED37.7
LARGE-CAP18.5

Stocks belong to which Index?

About 59.6% of the stocks held by KCM INVESTMENT ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50059.6
Others40.2
Top 5 Winners (%)%
MU
micron technology inc
234.7 %
AMD
advanced micro devices inc
180.7 %
INTC
intel corp
161.3 %
STX
seagate technology hldngs pl
145.3 %
arm holdings plc
132.8 %
Top 5 Winners ($)$
XLB
select sector spdr tr
77.9 M
AAPL
apple inc
29.7 M
KLAC
kla corp
22.5 M
GOOG
alphabet inc
18.8 M
CAT
caterpillar inc
17.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.7 %
VB
vanguard index fds
-65.7 %
EDV
vanguard world fd
-65.6 %
IJR
ishares tr
-60.9 %
Top 5 Losers ($)$
VAW
vanguard world fd
-200.6 M
CVX
chevron corporation
-12.9 M
VB
vanguard index fds
-11.1 M
COST
costco wholesale corporation
-6.8 M
WMT
walmart inc
-6.1 M

KCM INVESTMENT ADVISORS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of KCM INVESTMENT ADVISORS LLC

KCM INVESTMENT ADVISORS LLC has 395 stocks in it's portfolio. About 34.8% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for KCM INVESTMENT ADVISORS LLC last quarter.

$3.37BTotal Value
422Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of KCM INVESTMENT ADVISORS LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.11%57,254
$3.56M
0.11%
decreased 2.05 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.06%11,895
$1.87M
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.02%18,441
$562.3K
0.02%
increased 0.16 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.01%2,090
$419.0K
0.01%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.01%6,957
$384.9K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.01%7,566
$373.8K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.01%4,266
$288.1K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.08%35,992
$2.73M
0.08%
decreased 7.69 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.01%7,278
$201.0K
0.01%
new position
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
KCM INVESTMENT ADVISORS LLC's holding in Agnico Eagle Mines Ltd over time
0.01%1,702
$264.0K
0.01%
increased 1.49 percentadded