Latest KCM INVESTMENT ADVISORS LLC Stock Portfolio

KCM INVESTMENT ADVISORS LLC Performance:

2025 Q2: 4.29%YTD: 1.55%2024: 14.92%

Performance for 2025 Q2 is 4.29%, and YTD is 1.55%, and 2024 is 14.92%.

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

KCM INVESTMENT ADVISORS LLC is a hedge fund based in GREENBRAE, CA. On 17-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $5.2 Billions. In it's latest 13F Holdings report, KCM INVESTMENT ADVISORS LLC reported an equity portfolio of $3 Billions as of 30 Jun, 2025.

The top stock holdings of KCM INVESTMENT ADVISORS LLC are AAPL, XLB, MSFT. The fund has invested 6.1% of it's portfolio in APPLE INC and 5.9% of portfolio in SELECT SECTOR SPDR TR.

The fund managers got completely rid off VEEVA SYS INC (VEEV), NORDSTROM INC (JWN) and FACTSET RESH SYS INC (FDS) stocks. They significantly reduced their stock positions in SEMPRA (SRE), COINBASE GLOBAL INC (COIN) and ISHARES TR (IJR). KCM INVESTMENT ADVISORS LLC opened new stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (IJR) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), ISHARES TR (IJR) and SPDR GOLD TR (GLD).

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

Our best estimate is that KCM INVESTMENT ADVISORS LLC made a return of 4.29% in the last quarter. In trailing 12 months, it's portfolio return was 6.24%.

New Buys

Ticker	$ Bought
spdr series trust	3,047,870
ishares tr	1,796,040
vanguard intl equity index f	697,081
ishares tr	617,932
ishares tr	609,510
vaneck etf trust	493,083
palo alto networks inc	418,489
ishares tr	398,511

New stocks bought by KCM INVESTMENT ADVISORS LLC

Additions

Ticker	% Inc.
oreilly automotive inc	1,426
ishares tr	295
spdr gold tr	144
vanguard tax-managed fds	133
fastenal co	102
capital one finl corp	101
datadog inc	87.74
builders firstsource inc	75.75

Additions to existing portfolio by KCM INVESTMENT ADVISORS LLC

Reductions

Ticker	% Reduced
sempra	-70.58
coinbase global inc	-69.42
ishares tr	-52.45
intuitive surgical inc	-50.38
union pac corp	-50.04
eli lilly & co	-42.05
united parcel service inc	-36.29
vaneck etf trust	-35.84

KCM INVESTMENT ADVISORS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
nordstrom inc	-482,912
cleveland-cliffs inc new	-129,564
barrick gold corp	-199,999
baxter intl inc	-206,133
bp plc	-202,774
lyondellbasell industries n	-274,208
fidelity covington trust	-216,301
veeva sys inc	-682,614

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.

Sector	%
Others	37.7
Technology	16.4
Industrials	9.2
Consumer Defensive	8
Financial Services	7.2
Consumer Cyclical	6.9
Healthcare	5.2
Communication Services	3.5
Energy	1.9
Basic Materials	1.8
Utilities	1.4

Market Cap. Distribution

KCM INVESTMENT ADVISORS LLC has about 62.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	37.7
MEGA-CAP	37.3
LARGE-CAP	24.8

Stocks belong to which Index?

About 60.4% of the stocks held by KCM INVESTMENT ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	60.4
Others	39.5

Top 5 Winners (%)		%
VRT	vertiv holdings co	73.1 %
AVGO	broadcom inc	63.8 %
JBL	jabil inc	60.3 %
COIN	coinbase global inc	60.1 %
ORCL	oracle corp	55.6 %

Top 5 Winners ($)		$
MSFT	microsoft corp	36.9 M
XLB	select sector spdr tr	32.5 M
NVDA	nvidia corporation	18.7 M
TT	trane technologies plc	10.0 M
AMZN	amazon com inc	9.7 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.5 %
FAST	fastenal co	-44.7 %
UNH	unitedhealth group inc	-40.4 %
CORT	corcept therapeutics inc	-35.7 %
ENPH	enphase energy inc	-35.7 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-36.1 M
AAPL	apple inc	-15.3 M
CVX	chevron corp new	-7.9 M
XLB	select sector spdr tr	-3.7 M
XLB	select sector spdr tr	-3.1 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 373 stocks in it's portfolio. About 33.9% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for KCM INVESTMENT ADVISORS LLC last quarter.

Last Reported on: 06 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AAPL	apple inc	6.07	881,786	180,916,000	reduced	-1.59
Historical Trend of APPLE INC Position Held By KCM INVESTMENT ADVISORS LLC What % of Portfolio is AAPL?: Number of AAPL shares held: Change in No. of Shares Held:
	XLB	select sector spdr tr	5.91	695,261	176,061,000	reduced	-2.31

	MSFT	microsoft corp	5.00	299,432	148,941,000	reduced	-1.44

	COST	costco whsl corp new	3.85	115,963	114,796,000	reduced	-1.00

	XLB	select sector spdr tr	2.61	717,482	77,868,400	added	6.32

	AMZN	amazon com inc	2.44	332,233	72,888,600	reduced	-1.39

	VB	vanguard index fds	2.25	220,458	67,003,700	reduced	-0.72

	NVDA	nvidia corporation	1.98	374,313	59,137,700	reduced	-1.24

	JPM	jpmorgan chase & co.	1.95	200,446	58,111,300	added	10.45

	WMT	walmart inc	1.87	569,305	55,666,700	reduced	-1.2

	V	visa inc	1.84	154,101	54,713,700	reduced	-1.2

	VAW	vanguard world fd	1.83	82,427	54,672,200	added	5.08

	XLB	select sector spdr tr	1.83	251,152	54,582,900	added	5.28

	ADP	automatic data processing in	1.80	173,834	53,610,500	reduced	-1.76

	HD	home depot inc	1.70	138,308	50,709,300	added	0.61

	XLB	select sector spdr tr	1.64	361,852	48,774,000	added	6.93

	GOOG	alphabet inc	1.63	275,545	48,559,300	reduced	-0.96

	XLB	select sector spdr tr	1.57	895,558	46,900,400	added	1.83

	VAW	vanguard world fd	1.54	268,933	45,995,600	added	0.48

	CVX	chevron corp new	1.52	315,662	45,199,700	reduced	-2.7