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Latest KCM INVESTMENT ADVISORS LLC Stock Portfolio

$3.36Billion | No. of Holdings #406

KCM INVESTMENT ADVISORS LLC Performance

2026 Q3+0.60%
YTD+2.90%
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 2026-10-27, 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 Sep, 2026. <br><br> The top stock holdings of KCM INVESTMENT ADVISORS LLC are AAPL, XLB, MSFT. The fund has invested 8.1% of it's portfolio in APPLE INC and 7.9% of portfolio in SELECT SECTOR SPDR TR. <br><br> The fund managers got completely rid off ECHOSTAR CORP (SATS), CSX CORP (CSX) and EQT CORP (EQT) stocks. They significantly reduced their stock positions in LINDE PLC (LIN), CORCEPT THERAPEUTICS INC (CORT) and ACCENTURE PLC IRELAND (ACN). KCM INVESTMENT ADVISORS LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, MODERNA INC (MRNA) and BLOOM ENERGY CORP (BE). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), FREEPORT MCMORAN INC (FCX) and SPACE EXPLORATION TECHN CORP.
KCM INVESTMENT ADVISORS LLC Equity Portfolio Value
Last Reported on: 27 Oct, 2026
$3.36Billion
  as of Oct 27, 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 0.6% in the last quarter. In trailing 12 months, it's portfolio return was 10.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp5,377,210
moderna inc1,213,000
bloom energy corp897,415
grayscale bitcoin mini tr et678,033
sk hynix inc625,373
suncor energy inc new571,737
ishares tr491,121
sprott asset management lp410,200
New stocks bought by KCM INVESTMENT ADVISORS LLC

Additions

Ticker% Inc.
spdr series trust212
freeport mcmoran inc127
space exploration techn corp115
sandisk corp108
amphenol corp100
western digital corp65.00
ge vernova inc54.22
vanguard star fds41.93
Additions to existing portfolio by KCM INVESTMENT ADVISORS LLC

Reductions

Ticker% Reduced
linde plc-75.03
corcept therapeutics inc-42.66
accenture plc ireland-41.06
boston scientific corp-40.84
mastercard incorporated-35.3
invesco exch traded fd tr ii-33.56
prologis inc.-31.91
comcast corp new-29.29
KCM INVESTMENT ADVISORS LLC reduced stake in above stock

Sold off

Ticker$ Sold
echostar corp-971,863
schwab strategic tr-262,474
ishares tr-201,018
csx corp-330,286
brookfield renewable energy-230,920
eqt corp-320,934
oneok inc new-316,516
paychex inc-234,031
KCM INVESTMENT ADVISORS LLC got rid off the above stocks

Sector Distribution

KCM INVESTMENT ADVISORS LLC has about 38% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Energy
  • Basic Materials
  • Utilities
Sector%
Others38
Technology19.2
Industrials8
Financial Services6.4
Consumer Defensive6.2
Healthcare5.8
Consumer Cyclical5.3
Communication Services4.9
Energy2.3
Basic Materials2
Utilities1.2

Market Cap. Distribution

KCM INVESTMENT ADVISORS LLC has about 61.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP44.2
UNALLOCATED38
LARGE-CAP17.6

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
Others40.3
Top 5 Winners (%)%
MPC
marathon pete corp
54.5 %
OKTA
okta inc
53.3 %
PSX
phillips 66
47.0 %
VLO
valero energy corp
46.3 %
ishares bitcoin trust etf
41.9 %
Top 5 Winners ($)$
MSFT
microsoft corp
40.3 M
AAPL
apple inc
36.0 M
CVX
chevron corporation
12.0 M
NVDA
nvidia corporation
10.7 M
XLB
select sector spdr tr
7.1 M
Top 5 Losers (%)%
APH
amphenol corp
-45.0 %
GLW
corning inc
-39.3 %
DKS
dicks sporting goods inc
-39.2 %
FLEX
flex ltd
-32.1 %
KLAC
kla corp
-30.3 %
Top 5 Losers ($)$
KLAC
kla corp
-13.0 M
CAT
caterpillar inc
-12.5 M
HD
home depot inc
-9.2 M
AMAT
applied matls inc
-8.8 M
VRT
vertiv holdings co
-7.9 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 406 stocks in it's portfolio. About 37.6% of the portfolio is in top 10 stocks. KLAC proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for KCM INVESTMENT ADVISORS LLC last quarter.

$3.36BTotal Value
425Positions
27 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of KCM INVESTMENT ADVISORS LLC, last reported on 27 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.1%56,998
$3.26M
0.1%
decreased 0.45 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.06%11,895
$1.89M
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.01%16,343
$482.1K
0.01%
decreased 11.38 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.01%2,090
$395.6K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0.01%7,566
$387.0K
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
$381.8K
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
$279.1K
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
$2.71M
0.08%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
KCM INVESTMENT ADVISORS LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
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
$311.9K
0.01%
unchanged 0 percentunchanged