Latest KCM INVESTMENT ADVISORS LLC Stock Portfolio

KCM INVESTMENT ADVISORS LLC Performance:

2025 Q4: 7.55%YTD: 19.59%2024: 17.43%

Performance for 2025 Q4 is 7.55%, and YTD is 19.59%, and 2024 is 17.43%.

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

KCM INVESTMENT ADVISORS LLC is a hedge fund based in Greenbrae, CA. On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, KCM INVESTMENT ADVISORS LLC reported an equity portfolio of $3.1 Billions as of 31 Dec, 2025.

The top stock holdings of KCM INVESTMENT ADVISORS LLC are AAPL, XLB, MSFT. The fund has invested 7.5% of it's portfolio in APPLE INC and 6.2% of portfolio in SELECT SECTOR SPDR TR.

The fund managers got completely rid off ISHARES TR (IJR), UNILEVER PLC (UL) and STANLEY BLACK & DECKER INC (SWK) stocks. They significantly reduced their stock positions in T-MOBILE US INC (TMUS), SELECT SECTOR SPDR TR (XLB) and ZIMMER BIOMET HOLDINGS INC (ZBH). KCM INVESTMENT ADVISORS LLC opened new stock positions in APPFOLIO INC (APPF), UNILEVER PLC (UL) and NRG ENERGY INC (NRG). The fund showed a lot of confidence in some stocks as they added substantially to OMNICOM GROUP INC (OMC), VANGUARD STAR FDS (VXUS) and VANECK ETF TRUST (AFK).

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

Our best estimate is that KCM INVESTMENT ADVISORS LLC made a return of 7.55% in the last quarter. In trailing 12 months, it's portfolio return was 19.59%.

Performance
S&P 500

New Buys

Ticker	$ Bought
appfolio inc	4,579,950
unilever plc	1,592,100
nrg energy inc	525,970
profesionally managed portfo	488,508
vertex pharmaceuticals inc	442,479
blackstone secd lending fd	394,950
first tr exchange traded fd	344,142
vanguard charlotte fds	296,975

New stocks bought by KCM INVESTMENT ADVISORS LLC

Additions

Ticker	% Inc.
omnicom group inc	199
vanguard star fds	188
vaneck etf trust	186
circle internet group inc	113
ishares bitcoin trust etf	107
ishares tr	96.04
coinbase global inc	54.39
atlassian corporation	43.38

Additions to existing portfolio by KCM INVESTMENT ADVISORS LLC

Reductions

Ticker	% Reduced
t-mobile us inc	-72.26
select sector spdr tr	-51.88
select sector spdr tr	-51.25
select sector spdr tr	-51.06
select sector spdr tr	-50.53
select sector spdr tr	-50.09
zimmer biomet holdings inc	-44.36
select sector spdr tr	-42.21

KCM INVESTMENT ADVISORS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
unilever plc	-1,623,860
zynex inc	-25,042
stanley black & decker inc	-586,887
general mls inc	-342,262
enphase energy inc	-216,198
ishares tr	-441,305
ishares tr	-1,939,010
masco corp	-213,845

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.

Sector	%
Others	35.9
Technology	18
Industrials	8.3
Financial Services	7.4
Consumer Defensive	7
Consumer Cyclical	6.6
Healthcare	5.8
Communication Services	5.1
Energy	1.9
Basic Materials	1.8
Utilities	1.5

Market Cap. Distribution

KCM INVESTMENT ADVISORS LLC has about 63.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	43.3
UNALLOCATED	35.9
LARGE-CAP	20.5

Stocks belong to which Index?

About 61.9% of the stocks held by KCM INVESTMENT ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	61.9
Others	37.9

Top 5 Winners (%)		%
XLB	select sector spdr tr	91.1 %
XLB	select sector spdr tr	76.5 %
XLB	select sector spdr tr	75.6 %
XLB	select sector spdr tr	73.7 %
XLB	select sector spdr tr	73.6 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	47.5 M
XLB	select sector spdr tr	43.1 M
XLB	select sector spdr tr	36.1 M
XLB	select sector spdr tr	30.3 M
XLB	select sector spdr tr	23.7 M

Top 5 Losers (%)		%
CORT	corcept therapeutics inc	-58.0 %
	circle internet group inc	-33.0 %
ORCL	oracle corp	-29.7 %
COIN	coinbase global inc	-28.9 %
MP	mp materials corp	-24.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-10.3 M
HD	home depot inc	-8.4 M
COST	costco whsl corp new	-7.3 M
ADP	automatic data processing in	-6.2 M
BX	blackstone inc	-3.6 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 389 stocks in it's portfolio. About 35.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for KCM INVESTMENT ADVISORS LLC last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.02	5,272	717,344	unchanged	0.00

AAPL	apple inc	7.51	861,620	234,240,000	reduced	-1.74

AAXJ	ishares tr	0.10	57,077	3,147,770	added	1.32

AAXJ	ishares tr	0.05	11,895	1,683,020	added	6.63

AAXJ	ishares tr	0.02	20,374	630,781	added	1.61

AAXJ	ishares tr	0.01	7,566	470,227	unchanged	0.00

AAXJ	ishares tr	0.01	6,957	333,511	added	0.4

AAXJ	ishares tr	0.01	4,144	267,910	added	2.32

ABBV	abbvie inc	0.56	76,232	17,418,300	reduced	-0.14

ABC	cencora inc	0.01	642	216,914	reduced	-1.68

ABT	abbott labs	0.58	145,490	18,228,400	reduced	-2.14

ACN	accenture plc ireland	0.18	21,450	5,755,040	reduced	-13.37

ACWF	ishares tr	0.09	38,992	2,706,820	unchanged	0.00

ADBE	adobe inc	0.08	6,860	2,400,930	reduced	-18.14

ADM	archer daniels midland co	0.01	5,495	315,896	unchanged	0.00

ADP	automatic data processing in	1.39	168,378	43,311,800	reduced	-2.64

AEM	agnico eagle mines ltd	0.01	1,677	284,302	new

AEP	american elec pwr co inc	0.03	6,641	765,754	added	1.3

AFK	vaneck etf trust	0.24	20,711	7,458,650	added	26.58

AFK	vaneck etf trust	0.22	56,055	6,962,030	added	186