EdgeMarket › What Kcm Investment Advisors Llc reported owning
What Kcm Investment Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.0BPositions
393Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 213.1M | 7.1% | 839.8K | 309.35 | +36.9% |
| XLK State Street Technology Select Sector SPDR ETF | 179.2M | 5.9% | 1.3M | 183.31 | +41.1% |
| COST COSTCO WHOLESALE CORP /NEW | 112.0M | 3.7% | 112.4K | 947.74 | -4.7% |
| MSFT MICROSOFT CORP | 107.2M | 3.6% | 289.5K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 77.7M | 2.6% | 270.3K | 344.82 | +73.0% |
| WMT Walmart Inc. | 69.3M | 2.3% | 557.4K | 103.70 | +1.1% |
| AMZN AMAZON COM INC | 68.5M | 2.3% | 329.1K | 258.63 | +15.6% |
| JPM JPMORGAN CHASE & CO | 66.1M | 2.2% | 224.8K | 351.58 | +20.3% |
| CVX CHEVRON CORP | 65.1M | 2.2% | 314.6K | 205.27 | +34.0% |
| NVDA NVIDIA CORP | 64.5M | 2.1% | 370.1K | 214.72 | +22.4% |
| XLC State Street Communication Services Select Sec | 55.2M | 1.8% | 498.0K | 111.40 | +1.4% |
| XLY State Street Consumer Discretionary Select Sec | 54.1M | 1.8% | 496.2K | 118.02 | +3.7% |
| VGT Vanguard Information Tech ETF | 53.3M | 1.8% | 76.4K | 118.42 | +38.5% |
| XLV State Street Health Care Select Sector SPDR ET | 47.9M | 1.6% | 326.6K | 174.62 | +27.0% |
| V VISA INC. | 45.8M | 1.5% | 151.4K | 371.04 | +7.9% |
| JNJ JOHNSON & JOHNSON | 45.5M | 1.5% | 186.3K | 270.24 | +51.1% |
| HD HOME DEPOT, INC. | 44.9M | 1.5% | 136.6K | 335.61 | -16.5% |
| VOX Vanguard Communication Services ETF | 44.6M | 1.5% | 248.0K | 185.96 | +5.8% |
| XLI State Street Industrial Select Sector SPDR ETF | 44.3M | 1.5% | 273.7K | 180.25 | +19.2% |
| WM WASTE MANAGEMENT INC | 42.5M | 1.4% | 185.1K | 224.06 | -2.6% |
| XLF State Street Financial Select Sector SPDR ETF | 42.5M | 1.4% | 860.0K | 57.48 | +8.7% |
| GOOG Alphabet Inc. | 41.8M | 1.4% | 145.8K | 341.75 | +70.7% |
| XLE State Street Energy Select Sector SPDR ETF | 39.6M | 1.3% | 646.5K | 63.64 | +48.3% |
| TT Trane Technologies plc | 39.4M | 1.3% | 94.6K | 453.43 | +6.4% |
| CAT CATERPILLAR INC | 34.9M | 1.2% | 49.3K | 827.90 | +96.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 34.1M | 1.1% | 59.1K | 713.44 | +26.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 33.5M | 1.1% | 104.3K | 378.24 | +20.5% |
| XLP State Street Consumer Staples Select Sector SP | 33.4M | 1.1% | 407.8K | 85.99 | +3.3% |
| NEE NEXTERA ENERGY INC | 32.8M | 1.1% | 353.6K | 83.65 | +9.8% |
| VCR Vanguard Consumer Discretion ETF | 31.1M | 1.0% | 86.5K | 397.13 | +5.1% |
| AMGN AMGEN INC | 30.7M | 1.0% | 87.3K | 439.33 | +48.2% |
| ADP AUTOMATIC DATA PROCESSING INC | 29.8M | 1.0% | 146.9K | 280.81 | -9.1% |
| VIS Vanguard Industrials ETF | 27.1M | 0.9% | 86.8K | 345.76 | +19.7% |
| PG PROCTER & GAMBLE Co | 25.3M | 0.8% | 175.3K | 144.68 | -9.3% |
| SPY SPDR S&P 500 ETF TRUST | 24.2M | 0.8% | 37.3K | 765.72 | +20.0% |
| BX Blackstone Inc. | 24.1M | 0.8% | 209.2K | 143.38 | -12.8% |
| MCD MCDONALDS CORP | 23.6M | 0.8% | 75.8K | 270.95 | -13.5% |
| VFH Vanguard Financials ETF | 23.4M | 0.8% | 193.5K | 140.72 | +9.1% |
| LLY ELI LILLY & Co | 22.3M | 0.7% | 24.2K | 1,255.40 | +78.0% |
| KLAC KLA CORP | 21.9M | 0.7% | 14.8K | 183.99 | +109.5% |
| VRT Vertiv Holdings Co | 21.3M | 0.7% | 85.0K | 261.95 | +105.4% |
| CSL CARLISLE COMPANIES INC | 19.5M | 0.6% | 58.4K | 367.68 | -4.2% |
| AVGO Broadcom Inc. | 19.2M | 0.6% | 62.1K | 368.45 | +26.5% |
| ECL ECOLAB INC. | 18.1M | 0.6% | 67.9K | 281.63 | -1.3% |
| ABBV AbbVie Inc. | 16.7M | 0.6% | 76.8K | 264.96 | +26.7% |
| BAC BANK OF AMERICA CORP /DE/ | 15.6M | 0.5% | 320.0K | 61.69 | +27.6% |
| AMAT APPLIED MATERIALS INC /DE | 14.9M | 0.5% | 43.5K | 492.32 | +205.9% |
| SCCO SOUTHERN COPPER CORP/ | 14.8M | 0.5% | 86.1K | 216.00 | +130.5% |
| VHT Vanguard Health Care ETF | 14.6M | 0.5% | 53.6K | 327.70 | +28.7% |
| unmapped CUSIP 084670702 | 14.0M | 0.5% | 29.1K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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