Latest KCM INVESTMENT ADVISORS LLC Stock Portfolio

KCM INVESTMENT ADVISORS LLC Performance:

2025 Q3: 6.01%YTD: 9%2024: 15.46%

Performance for 2025 Q3 is 6.01%, and YTD is 9%, and 2024 is 15.46%.

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 $3.1 Billions as of 30 Sep, 2025.

The top stock holdings of KCM INVESTMENT ADVISORS LLC are AAPL, XLB, MSFT. The fund has invested 7.2% of it's portfolio in APPLE INC and 6.3% of portfolio in SELECT SECTOR SPDR TR.

The fund managers got completely rid off SPDR SERIES TRUST (BIL), DATADOG INC (DDOG) and NEXTERA ENERGY INC (NEE) stocks. They significantly reduced their stock positions in MASCO CORP (MAS), VANGUARD TAX-MANAGED FDS (VEA) and UNITED PARCEL SERVICE INC (UPS). KCM INVESTMENT ADVISORS LLC opened new stock positions in BWX TECHNOLOGIES INC (BWXT), FAIR ISAAC CORP (FICO) and SEAGATE TECHNOLOGY HLDNGS PL (STX). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), COINBASE GLOBAL INC (COIN) and CURTISS WRIGHT CORP (CW).

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

Our best estimate is that KCM INVESTMENT ADVISORS LLC made a return of 6.01% in the last quarter. In trailing 12 months, it's portfolio return was 9.28%.

New Buys

Ticker	$ Bought
bwx technologies inc	347,537
fair isaac corp	342,705
seagate technology hldngs pl	280,439
northrop grumman corp	276,937
ishares bitcoin trust etf	257,270
united rentals inc	249,166
asml holding n v	238,150
arista networks inc	237,216

New stocks bought by KCM INVESTMENT ADVISORS LLC

Additions

Ticker	% Inc.
vaneck etf trust	340
coinbase global inc	136
curtiss wright corp	130
cadence design system inc	105
ishares tr	44.76
tjx cos inc new	43.58
crowdstrike hldgs inc	43.04
uber technologies inc	42.88

Additions to existing portfolio by KCM INVESTMENT ADVISORS LLC

Reductions

Ticker	% Reduced
masco corp	-67.4
vanguard tax-managed fds	-57.42
united parcel service inc	-52.15
vanguard index fds	-50.84
vanguard world fd	-47.08
deere & co	-45.95
salesforce inc	-41.18
vanguard world fd	-40.59

KCM INVESTMENT ADVISORS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
spdr series trust	-3,047,870
nextera energy inc	-1,334,590
mfs multimarket income tr	-47,000
datadog inc	-1,336,580
icici bank limited	-204,195
global x fds	-215,455
vanguard intl equity index f	-697,081
constellation brands inc	-675,447

KCM INVESTMENT ADVISORS LLC got rid off the above stocks

Sector Distribution

KCM INVESTMENT ADVISORS LLC has about 35.7% of it's holdings in Others sector.

Sector	%
Others	35.7
Technology	18
Industrials	8.7
Financial Services	7.5
Consumer Defensive	7.4
Consumer Cyclical	6.9
Healthcare	5.4
Communication Services	4.3
Energy	2
Basic Materials	1.8
Utilities	1.5

Market Cap. Distribution

KCM INVESTMENT ADVISORS LLC has about 64% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	39.7
UNALLOCATED	35.7
LARGE-CAP	24.3

Stocks belong to which Index?

About 62.2% of the stocks held by KCM INVESTMENT ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	62.2
Others	37.6

Top 5 Winners (%)		%
MP	mp materials corp	101.6 %
GLW	corning inc	55.7 %
INTC	intel corp	49.8 %
TSLA	tesla inc	40.0 %
NEM	newmont corp	38.5 %

Top 5 Winners ($)		$
AAPL	apple inc	43.6 M
XLB	select sector spdr tr	19.8 M
GOOG	alphabet inc	18.4 M
NVDA	nvidia corporation	10.7 M
GOOG	alphabet inc	9.8 M

Top 5 Losers (%)		%
ZYXI	zynex inc	-43.8 %
LULU	lululemon athletica inc	-25.1 %
TEAM	atlassian corporation	-21.4 %
FTNT	fortinet inc	-20.3 %
VRSK	verisk analytics inc	-19.3 %

Top 5 Losers ($)		$
COST	costco whsl corp new	-7.5 M
CSL	carlisle cos inc	-2.7 M
ADP	automatic data processing in	-2.6 M
V	visa inc	-2.1 M
WM	waste mgmt inc del	-1.5 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 378 stocks in it's portfolio. About 35% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for KCM INVESTMENT ADVISORS LLC last quarter.

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.02	5,272	676,622	reduced	-0.92

AAPL	apple inc	7.19	876,885	223,281,000	reduced	-0.56

AAXJ	ishares tr	0.10	56,335	2,959,260	added	1.4

AAXJ	ishares tr	0.05	11,155	1,542,070	unchanged	0.00

AAXJ	ishares tr	0.02	20,051	634,004	reduced	-17.66

AAXJ	ishares tr	0.01	7,566	454,565	unchanged	0.00

AAXJ	ishares tr	0.01	6,929	342,215	added	0.2

AAXJ	ishares tr	0.01	4,050	260,699	added	2.58

ABBV	abbvie inc	0.57	76,340	17,675,800	reduced	-0.11

ABC	cencora inc	0.01	653	204,155	new

ABT	abbott labs	0.64	148,678	19,913,900	added	1.18

ACN	accenture plc ireland	0.20	24,761	6,106,060	reduced	-0.52

ACWF	ishares tr	0.09	38,992	2,654,580	reduced	-1.52

ADBE	adobe inc	0.10	8,380	2,956,040	reduced	-2.86

ADM	archer daniels midland co	0.01	5,495	328,259	reduced	-9.16

ADP	automatic data processing in	1.64	172,936	50,756,600	reduced	-0.52

AEP	american elec pwr co inc	0.02	6,556	737,572	added	2.65

AFK	vaneck etf trust	0.17	16,362	5,339,900	added	36.76

AFK	vaneck etf trust	0.09	19,555	2,652,640	added	340

AFK	vaneck etf trust	0.01	2,873	259,604	reduced	-0.69