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Latest KCM INVESTMENT ADVISORS LLC Stock Portfolio

$3.01Billion | No. of Holdings #388

KCM INVESTMENT ADVISORS LLC Performance

2026 Q1-1.75%
YTD-1.75%
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 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, KCM INVESTMENT ADVISORS LLC reported an equity portfolio of $3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of KCM INVESTMENT ADVISORS LLC are AAPL, XLB, COST. The fund has invested 7.1% of it's portfolio in APPLE INC and 6% of portfolio in SELECT SECTOR SPDR TR. <br><br> The fund managers got completely rid off MP MATERIALS CORP (MP), VANGUARD INDEX FDS (VB) and FAIR ISAAC CORP (FICO) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), APPFOLIO INC (APPF) and OMNICOM GROUP INC (OMC). KCM INVESTMENT ADVISORS LLC opened new stock positions in LIBERTY BROADBAND CORP (LBRDA), ANALOG DEVICES INC (ADI) and TARGA RES CORP (TRGP). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), VANGUARD STAR FDS (VXUS) and VANGUARD INDEX FDS (VB).
KCM INVESTMENT ADVISORS LLC Equity Portfolio Value
Last Reported on: 15 May, 2026
$3.01Billion
  as of May 15, 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 -1.75% in the last quarter. In trailing 12 months, it's portfolio return was 21.11%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
liberty broadband corp1,589,110
analog devices inc452,077
targa res corp389,634
sensata technologies hldg pl316,698
datadog inc313,069
astrazeneca plc311,016
teradyne inc245,469
suncor energy inc new243,814
New stocks bought by KCM INVESTMENT ADVISORS LLC

Additions

Ticker% Inc.
spdr series trust109
vanguard star fds99.35
spdr series trust88.53
vanguard index fds72.22
gilead sciences inc69.82
ishares tr55.97
vaneck etf trust53.4
mondelez intl inc52.34
Additions to existing portfolio by KCM INVESTMENT ADVISORS LLC

Reductions

Ticker% Reduced
vanguard index fds-84.85
appfolio inc-81.12
vanguard index fds-66.99
omnicom group inc-62.4
zimmer biomet holdings inc-56.62
american tower corp-34.05
lululemon athletica inc-31.47
first solar inc-29.9
KCM INVESTMENT ADVISORS LLC reduced stake in above stock

Sold off

Ticker$ Sold
nordic american tankers limi-88,329
mp materials corp-1,219,050
vanguard charlotte fds-296,975
pacer fds tr-214,566
astrazeneca plc-290,223
ingersoll rand inc-246,453
edwards lifesciences corp-214,660
vanguard index fds-635,738
KCM INVESTMENT ADVISORS LLC got rid off the above stocks

Sector Distribution

KCM INVESTMENT ADVISORS LLC has about 35.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Defensive
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Energy
  • Basic Materials
  • Utilities
Sector%
Others35.9
Technology16.5
Industrials8.9
Consumer Defensive7.8
Financial Services6.7
Consumer Cyclical6.3
Healthcare5.9
Communication Services4.8
Energy2.8
Basic Materials2.1
Utilities1.7

Market Cap. Distribution

KCM INVESTMENT ADVISORS LLC has about 63.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP43
UNALLOCATED35.9
LARGE-CAP20.9

Stocks belong to which Index?

About 61.6% 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 50061.6
Others38.3
Top 5 Winners (%)%
LITE
lumentum hldgs inc
90.1 %
CIEN
ciena corp
65.6 %
OXY
occidental pete corp
56.1 %
GLW
corning inc
54.9 %
VRT
vertiv holdings co
54.2 %
Top 5 Winners ($)$
CVX
chevron corporation
17.1 M
COST
costco wholesale corporation
15.2 M
XLB
select sector spdr tr
10.8 M
VRT
vertiv holdings co
7.6 M
WMT
walmart inc
7.2 M
Top 5 Losers (%)%
TEAM
atlassian corporation
-57.9 %
MNDY
monday com ltd
-53.2 %
INTU
intuit
-34.1 %
BSX
boston scientific corp
-33.1 %
NOW
servicenow inc
-31.6 %
Top 5 Losers ($)$
MSFT
microsoft corp
-33.4 M
AAPL
apple inc
-15.4 M
XLB
select sector spdr tr
-14.9 M
ADP
automatic data processing in
-8.5 M
BX
blackstone inc
-8.3 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 388 stocks in it's portfolio. About 33.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for KCM INVESTMENT ADVISORS LLC last quarter.

$3.01BTotal Value
408Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of KCM INVESTMENT ADVISORS LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.1%58,452
$3.15M
0.1%
increased 2.41 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.06%11,895
$1.65M
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.02%18,412
$558.3K
0.02%
decreased 9.63 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.01%7,566
$403.6K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.01%6,957
$291.1K
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
$285.9K
0.01%
increased 2.94 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.09%38,992
$2.74M
0.09%
unchanged 0 percentunchanged
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%1,677
$340.4K
0.01%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
KCM INVESTMENT ADVISORS LLC's holding in Vaneck Etf Trust over time
0.38%85,988
$11.45M
0.38%
increased 53.4 percentadded