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

SEC FilingSEC DataHachi Filing

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
CIK: kcm-investment-advisors
Manager Name: Kcm-Investment-Advisors

Data Enrichment

84% identified

304 identified58 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

362 positions • $2.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 12 of 19

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COMCAST CORP

CMCSA|20030N101

Shares:21.7K

Value:$799.8K

% of Portfolio:0.0% ($799.8K/$2.8B)

464288687

Shares:25.5K

Value:$783.8K

% of Portfolio:0.0% ($783.8K/$2.8B)

808524300

SCHG|808524300

Shares:31.3K

Value:$783.7K

% of Portfolio:0.0% ($783.7K/$2.8B)

Xylem Inc.

XYL|98419M100

Shares:6.5K

Value:$780.3K

% of Portfolio:0.0% ($780.3K/$2.8B)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.6K

Value:$742.0K

% of Portfolio:0.0% ($742.0K/$2.8B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:6.8K

Value:$739.0K

% of Portfolio:0.0% ($739.0K/$2.8B)

46431W648

Shares:9.6K

Value:$722.1K

% of Portfolio:0.0% ($722.1K/$2.8B)

ServiceNow, Inc.

NOW|81762P102

Shares:901

Value:$717.3K

% of Portfolio:0.0% ($717.3K/$2.8B)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:3.9K

Value:$711.5K

% of Portfolio:0.0% ($711.5K/$2.8B)

Philip Morris International Inc.

PM|718172109

Shares:4.5K

Value:$709.3K

% of Portfolio:0.0% ($709.3K/$2.8B)

Cigna Group

CI|125523100

Shares:2.2K

Value:$708.0K

% of Portfolio:0.0% ($708.0K/$2.8B)

STRYKER CORP

SYK|863667101

Shares:1.9K

Value:$703.6K

% of Portfolio:0.0% ($703.6K/$2.8B)

STANLEY BLACK & DECKER, INC.

SWK|854502101

Shares:9.1K

Value:$700.5K

% of Portfolio:0.0% ($700.5K/$2.8B)

monday.com Ltd.

MNDY|M7S64H106

Shares:2.9K

Value:$697.1K

% of Portfolio:0.0% ($697.1K/$2.8B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:2.9K

Value:$682.6K

% of Portfolio:0.0% ($682.6K/$2.8B)

315912808

Shares:10.0K

Value:$678.4K

% of Portfolio:0.0% ($678.4K/$2.8B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:3.8K

Value:$677.8K

% of Portfolio:0.0% ($677.8K/$2.8B)

381430503

GSLC|381430503

Shares:6.0K

Value:$662.7K

% of Portfolio:0.0% ($662.7K/$2.8B)

ALBEMARLE CORP

ALB|012653101

Shares:9.2K

Value:$660.1K

% of Portfolio:0.0% ($660.1K/$2.8B)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:5.5K

Value:$648.2K

% of Portfolio:0.0% ($648.2K/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
COMCAST CORP(CMCSAcusip20030N101)	21.7K	QoQ -2.81% (-627) YoY -41.61% (-15.4K)	All Managers (Combined)	$799.8K	0.0% ($799.8K/$2.8B)	QoQ -4.44% (-$37.2K) YoY -50.30% (-$809.5K)
(cusip464288687)✕	25.5K	QoQ -1.30% (-338) YoY -15.75% (-4.8K)	All Managers (Combined)	$783.8K	0.0% ($783.8K/$2.8B)	QoQ -3.53% (-$28.8K) YoY -19.67% (-$192.0K)
(SCHGcusip808524300)	31.3K	QoQ -6.00% (-2.0K) YoY +293.37% (+23.3K)	All Managers (Combined)	$783.7K	0.0% ($783.7K/$2.8B)	QoQ -15.55% (-$144.3K) YoY +6.23% (+$46.0K)
Xylem Inc.(XYLcusip98419M100)	6.5K	QoQ -12.10% (-900) YoY -28.91% (-2.7K)	All Managers (Combined)	$780.3K	0.0% ($780.3K/$2.8B)	QoQ -9.50% (-$81.9K) YoY -34.29% (-$407.3K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.6K	QoQ -0.30% (-8) YoY +10.46% (+244)	All Managers (Combined)	$742.0K	0.0% ($742.0K/$2.8B)	QoQ +18.63% (-$116.5K) YoY +54.72% (+$262.4K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	6.8K	QoQ +0.23% (+16) YoY +6.28% (+400)	All Managers (Combined)	$739.0K	0.0% ($739.0K/$2.8B)	QoQ +18.74% (+$116.7K) YoY +34.88% (+$191.1K)
(cusip46431W648)✕	9.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$722.1K	0.0% ($722.1K/$2.8B)	QoQ -12.16% (-$100.0K) YoY +5.84% (+$39.9K)
ServiceNow, Inc.(NOWcusip81762P102)	901	QoQ +1.69% (-15) YoY +0.33% (+3)	All Managers (Combined)	$717.3K	0.0% ($717.3K/$2.8B)	QoQ -23.62% (-$221.9K) YoY +4.77% (+$32.7K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	3.9K	QoQ +9.39% (-333) YoY +16.60% (-552)	All Managers (Combined)	$711.5K	0.0% ($711.5K/$2.8B)	QoQ -9.15% (-$71.7K) YoY -21.25% (-$192.1K)
Philip Morris International Inc.(PMcusip718172109)	4.5K	QoQ 0.00% (+0) YoY +15.53% (+601)	All Managers (Combined)	$709.3K	0.0% ($709.3K/$2.8B)	QoQ +31.89% (+$171.5K) YoY +100.15% (+$354.9K)
Cigna Group(CIcusip125523100)	2.2K	QoQ +3.61% (+75) YoY +2.86% (-60)	All Managers (Combined)	$708.0K	0.0% ($708.0K/$2.8B)	QoQ +23.44% (+$134.5K) YoY -6.81% (-$51.8K)
STRYKER CORP(SYKcusip863667101)	1.9K	QoQ +5.11% (+92) YoY +15.10% (+248)	All Managers (Combined)	$703.6K	0.0% ($703.6K/$2.8B)	QoQ +8.67% (+$56.2K) YoY +19.73% (+$116.0K)
STANLEY BLACK & DECKER, INC.(SWKcusip854502101)	9.1K	QoQ -25.87% (-3.2K) YoY -42.38% (-6.7K)	All Managers (Combined)	$700.5K	0.0% ($700.5K/$2.8B)	QoQ -29.02% (-$286.4K) YoY -54.77% (-$848.2K)
monday.com Ltd.(MNDYcusipM7S64H106)	2.9K	QoQ +103.47% (+1.5K) YoY +103.47% (+1.5K)	All Managers (Combined)	$697.1K	0.0% ($697.1K/$2.8B)	QoQ +110.14% (+$365.4K) YoY +119.05% (+$378.9K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	2.9K	QoQ +1.02% (+30) YoY +1.02% (+30)	All Managers (Combined)	$682.6K	0.0% ($682.6K/$2.8B)	QoQ +11.30% (+$69.3K) YoY +1.00% (+$6.8K)
(cusip315912808)✕	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$678.4K	0.0% ($678.4K/$2.8B)	QoQ -10.51% (-$79.7K) YoY NEW(+$678.4K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	3.8K	QoQ +0.80% (-30) YoY +17.91% (+573)	All Managers (Combined)	$677.8K	0.0% ($677.8K/$2.8B)	QoQ -3.39% (-$23.9K) YoY +21.62% (+$120.5K)
(GSLCcusip381430503)	6.0K	QoQ 0.00% (-0) YoY -11.89% (-813)	All Managers (Combined)	$662.7K	0.0% ($662.7K/$2.8B)	QoQ -4.42% (-$30.7K) YoY -6.55% (-$46.5K)
ALBEMARLE CORP(ALBcusip012653101)	9.2K	QoQ +2.43% (-218) YoY -17.13% (-1.9K)	All Managers (Combined)	$660.1K	0.0% ($660.1K/$2.8B)	QoQ -14.29% (-$110.1K) YoY -54.69% (-$797.0K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	5.5K	QoQ -2.41% (-137) YoY -27.97% (-2.2K)	All Managers (Combined)	$648.2K	0.0% ($648.2K/$2.8B)	QoQ -15.02% (-$114.6K) YoY -42.08% (-$471.1K)