Kcm Investment Advisors LLC

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: 0001109228
Manager Name: Kcm Investment Advisors LLC

Data Enrichment

84% identified

304 identified58 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

362 positions • $2,783,926.735K total value

362 positions

Manager:

SEC FilingSEC DataHachi Filing

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COMCAST CORP

CMCSA|20030N101

21674(-2.8%)

Value:

$799.8M(-4.4%)

464288687

25507(-1.3%)

Value:

$783.8M(-3.5%)

808524300

SCHG|808524300

31297(-6.0%)

Value:

$783.7M(-15.6%)

Xylem Inc.

XYL|98419M100

6532(-12.1%)

Value:

$780.3M(-9.5%)

SPDR GOLD TRUST

GLD|78463V107

2575(-0.3%)

Value:

$742.0M(+18.6%)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

6763(+0.2%)

Value:

$739.0M(+18.7%)

46431W648

9636(+0.0%)

Value:

$722.1M(-12.2%)

ServiceNow, Inc.

NOW|81762P102

901(+1.7%)

Value:

$717.3M(-23.6%)

CONSTELLATION BRANDS, INC.

STZ|21036P108

3877(+9.4%)

Value:

$711.5M(-9.2%)

Philip Morris International Inc.

PM|718172109

4469(+0.0%)

Value:

$709.3M(+31.9%)

Cigna Group

CI|125523100

2152(+3.6%)

Value:

$708.0M(+23.4%)

STRYKER CORP

SYK|863667101

1890(+5.1%)

Value:

$703.6M(+8.7%)

STANLEY BLACK & DECKER, INC.

SWK|854502101

9111(-25.9%)

Value:

$700.5M(-29.0%)

monday.com Ltd.

MNDY|M7S64H106

2867(+103.5%)

Value:

$697.1M(+110.1%)

VEEVA SYSTEMS INC

VEEV|922475108

2947(+1.0%)

Value:

$682.6M(+11.3%)

315912808

9967(+0.0%)

Value:

$678.4M(-10.5%)

TEXAS INSTRUMENTS INC

TXN|882508104

3772(+0.8%)

Value:

$677.8M(-3.4%)

381430503

GSLC|381430503

6020(+0.0%)

Value:

$662.7M(-4.4%)

ALBEMARLE CORP

ALB|012653101

9166(+2.4%)

Value:

$660.1M(-14.3%)

AGILENT TECHNOLOGIES, INC.

A|00846U101

5541(-2.4%)

Value:

$648.2M(-15.0%)

Instrument	Shares		Other Manager	Value
Comcast Corp(CMCSAcusip20030N101)	21.7K	QoQ -2.81% (-627) YoY -41.61% (-15.4K)	All Managers (Combined)	$799.8K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -15.02% (-$114.6K) YoY -42.08% (-$471.1K)