Kcm-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "JWN", "MPWR", "MASI", null, null, "MP", null, "ARM", "ACN", null, "MMM", "ABT", "ABBV", null, "ADBE", "A", "APD", null, "ALL", "GOOGL", "VDE", null, "AXP", null, "TEAM", "T", "BLK", "CAT", "AVGO", "LOW", "BSX", null, "CCI", "COF", "CMI", "DUK", "ESS", "FRT", null, null, null, "FCX", "GD", "GILD", "GIS", "HON", "HD", null, "AZN", "MCD", "INTU", null, "UNP", "QCOM", "GGB", "SCCO", "ISRG", "HUBB", "LEN", "ITW", "AMAT", "EMR", "BKNG", "META", "NAT", null, null, "IJH", null, "SWK", "KMI", "LHX", "LRCX", "LIN", null, null, "MPC", null, "MA", "MDT", "MSFT", "MDLZ", "MS", "TMUS", "ENPH", "EVRG", null, "GE", "GPC", null, "NVS", "OXY", "OMC", "ORLY", "ADM", "DLN", "BX", "ZYXI", "HSY", "AMP", "FAST", "IJR", "KKR", "KLAC", "IWD", "KR", "ORCL", "OKE", "PAYX", "VHT", null, null, "IWF", null, null, null, null, "PEP", "PNC", "IRM", "PGR", "IJK", null, "IVV", null, "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "ENB", "INTC", "PFE", "LMT", "PG", "MRK", "VZ", null, "KEYS", "MKC", "AMGN", "MAS", "PPG", "FNDX", "SPGI", "SCHX", null, null, "NOW", "SHW", "ROP", "SRE", "O", "ROST", "SHEL", "RTX", "GLD", null, null, "BP", "AMT", "IBM", "SYK", "SBUX", "SNPS", "TEL", "CI", "TXN", "TD", "TGT", "TMO", "TJX", "TRV", "UL", "UPS", "VNQ", "VO", "NEM", "VV", "SCHW", "BMRC", null, "JBL", null, null, "VIG", "TTE", "MMT", null, "XLB", null, "TSM", null, null, null, "VYM", "EW", "TT", "VRSK", "VRT", "AON", "ALB", "AFL", "AMD", "SDY", "FI", "DOV", "F", "WEC", "AJG", "WM", "FSLR", "FTNT", "IR", "GSLC", "CAH", "AEP", "SGOL", "ES", null, "PEG", "FDS", "AMZN", "SCHB", null, "CLF", "IVE", "DKS", null, null, null, null, "VGT", null, "USB", "VUG", "VLO", "VFH", "VEA", "VGK", null, "VB", "VOO", null, "VTV", "VEEV", "V", "WMT", null, "WFC", "WELL", "WPM", "WMB", "XEL", "WDAY", "XYL", "SCHD", "ET", "BIIB", "DVY", "CHKP", "SCHG", null, "SCHF", "EIX", "NSC", "JCI", "LH", "MNDY", "SO", "PPL", "OTIS", "PSX", "CRM", "SYY", "DIA", null, "LYB", "GEV", "ZBH", "DGRO", "MCK", "PSA", "NUE", "FDX", "KMB", "LULU", "ADP", "AZO", "BAC", null, "BK", "BRK-B", "BAX", "BDX", "BA", "BMY", "BLDR", "CNI", "CDNS", "CARR", "CSL", "CX", "CVX", "CB", "CTAS", "CSCO", "C", "CLX", "CME", "KO", "COIN", "CMCSA", "CL", "COP", "STZ", "CORT", "ED", "CTRA", "COST", "GLW", "CSGP", "CVS", "CW", "DHR", "DDOG", "DE", "DFS", "DLR", "RSP", null, "EFA", "J", "USMV", "IWB", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", "AWK", "MO", "XLK", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 362
- Total Value
- 2783926735
- Accession Number
- 0001941040-25-000297
- Form Type
- 13F-HR
- Manager Name
- Kcm-Investment-Advisors
Data Enrichment
84% identified304 identified58 unidentified
Holdings
362 positions • $2.8B total value
Manager:
Search and click to pin securities to the top
Page 11 of 19
464287515
Shares:11.3K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$2.8B)
464287572
Shares:10.1K
Value:$968.9K
% of Portfolio:0.0% ($968.9K/$2.8B)
78464A102
Shares:5.0K
Value:$949.5K
% of Portfolio:0.0% ($949.5K/$2.8B)
464285204
Shares:15.9K
Value:$938.3K
% of Portfolio:0.0% ($938.3K/$2.8B)
Shares:25.3K
Value:$864.4K
% of Portfolio:0.0% ($864.4K/$2.8B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
43.0K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.8B) | |||
MCKESSON CORP(MCKcusip58155Q103) | 1.5K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.8B) | ||
45.8K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.8B) | |||
(cusip464287515)✕ | 11.3K | QoQ +5.21% (-559)YoY +9.02% (+934) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.8B) | |
1.9K | QoQ +1.45% (-28) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.8B) | ||
CVS HEALTH Corp(CVScusip126650100) | 14.5K | All Managers (Combined) | $982.8K | 0.0% ($982.8K/$2.8B) | ||
CONOCOPHILLIPS(COPcusip20825C104) | 9.3K | All Managers (Combined) | $974.0K | 0.0% ($974.0K/$2.8B) | ||
4.8K | All Managers (Combined) | $970.0K | 0.0% ($970.0K/$2.8B) | |||
(cusip464287572)✕ | 10.1K | QoQ 0.00% (-0)YoY -7.45% (-810) | All Managers (Combined) | $968.9K | 0.0% ($968.9K/$2.8B) | |
Duke Energy CORP(DUKcusip26441C204) | 7.9K | QoQ +7.33% (+541)YoY +7.17% (+530) | All Managers (Combined) | $966.2K | 0.0% ($966.2K/$2.8B) | |
(cusip78464A102)✕ | 5.0K | QoQ 0.00% (-0)YoY -0.70% (-35) | All Managers (Combined) | $949.5K | 0.0% ($949.5K/$2.8B) | |
13.1K | QoQ NEW(+13.1K) YoY NEW(+13.1K) | All Managers (Combined) | $949.4K | 0.0% ($949.4K/$2.8B) | QoQ NEW(+$949.4K) YoY NEW(+$949.4K) | |
(cusip464285204)✕ | 15.9K | All Managers (Combined) | $938.3K | 0.0% ($938.3K/$2.8B) | ||
9.1K | QoQ -0.04% (-4)YoY -1.85% (-171) | All Managers (Combined) | $913.4K | 0.0% ($913.4K/$2.8B) | ||
47.3K | QoQ 0.00% (-0)YoY +0.63% (+300) | All Managers (Combined) | $879.3K | 0.0% ($879.3K/$2.8B) | ||
25.3K | All Managers (Combined) | $864.4K | 0.0% ($864.4K/$2.8B) | |||
NETFLIX INC(NFLXcusip64110L106) | 911 | All Managers (Combined) | $849.5K | 0.0% ($849.5K/$2.8B) | ||
MASCO CORP /DE/(MAScusip574599106) | 12.0K | QoQ NEW(+12.0K) YoY NEW(+12.0K) | All Managers (Combined) | $835.5K | 0.0% ($835.5K/$2.8B) | QoQ NEW(+$835.5K) YoY NEW(+$835.5K) |
Atlassian Corp(TEAMcusip049468101) | 3.8K | All Managers (Combined) | $810.6K | 0.0% ($810.6K/$2.8B) | ||
SYSCO CORP(SYYcusip871829107) | 10.8K | QoQ +1.56% (-166)YoY 0.00% (-1) | All Managers (Combined) | $806.8K | 0.0% ($806.8K/$2.8B) |