Kcm Investment Advisors Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Kcm Investment Advisors Llc disclosed 392 stock positions valued at approximately $3.37B as of quarter-end June 30, 2026. The largest holdings include SELECT SECTOR SPDR TR, APPLE INC, and MICROSOFT CORP.

Report Period
June 30, 2026
No. of Stocks
392
Portfolio Value
$3.37B
Holdings by Sector
Kcm Investment Advisors Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SELECT SECTOR SPDR TRXLKOther7.67%1,355,853+7,252+0.54%$258,317,162
APPLE INCAAPLTechnology7.14%830,626-9,176-1.09%$240,349,840
MICROSOFT CORPMSFTTechnology3.24%292,283+2,810+0.97%$109,027,267
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive3.09%111,264-1,121-1.00%$104,083,765
ALPHABET INCGOOGLCommunication Services2.84%267,785-2,560-0.95%$95,698,304
AMAZON COM INCAMZNConsumer Cyclical2.34%330,195+1,088+0.33%$78,698,676
NVIDIA CORPORATIONNVDATechnology2.22%372,859+2,787+0.75%$74,605,410
JPMORGAN CHASE & COJPMFinancial Services2.21%227,545+2,791+1.24%$74,482,194
VANGUARD WORLD FDVGTOther2.19%617,483+541,094+708.34%$73,801,545
WALMART INCWMTConsumer Defensive1.87%556,905-451-0.08%$63,075,032
SELECT SECTOR SPDR TRXLYOther1.84%526,859+30,662+6.18%$61,790,072
SELECT SECTOR SPDR TRXLVOther1.65%349,376+22,761+6.97%$55,432,074
SELECT SECTOR SPDR TRXLCOther1.61%505,901+7,933+1.59%$54,197,126
CATERPILLAR INCCATIndustrials1.57%49,787+512+1.04%$53,018,355
CHEVRON CORPORATIONCVXEnergy1.54%312,016-2,584-0.82%$51,719,767
VISA INCVFinancial Services1.53%150,051-1,354-0.89%$51,480,959
ALPHABET INCGOOGCommunication Services1.51%144,364-1,403-0.96%$51,008,110
SELECT SECTOR SPDR TRXLIOther1.45%263,844-9,818-3.59%$48,871,867
HOME DEPOT INCHDConsumer Cyclical1.42%135,391-1,241-0.91%$47,749,749
JOHNSON & JOHNSONJNJHealthcare1.42%187,862+1,582+0.85%$47,711,358
SELECT SECTOR SPDR TRXLFOther1.38%868,463+8,430+0.98%$46,558,297
VANGUARD WORLD FDVOXOther1.38%252,428+4,404+1.78%$46,434,079
TRANE TECHNOLOGIES PLCTTOther1.37%94,156-423-0.45%$46,245,763
KLA CORPKLACTechnology1.28%142,507+127,661+859.90%$42,995,748
INVESCO QQQ TRQQQOther1.27%58,141-983-1.66%$42,815,287
WASTE MGMT INC DELWMIndustrials1.21%182,200-2,864-1.55%$40,608,746
VANGUARD INDEX FDSVTIOther1.13%102,977-1,369-1.31%$38,105,509
VANGUARD WORLD FDVCROther1.06%89,699+3,213+3.72%$35,575,653
SELECT SECTOR SPDR TRXLPOther1.05%424,290+16,456+4.03%$35,245,748
SELECT SECTOR SPDR TRXLEOther1.02%645,182-1,343-0.21%$34,265,602
Showing 30 of 392 holdings in the latest reporting period.