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 14 of 19

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NORDSTROM INC

JWN|655664100

Shares:19.8K

Value:$482.9K

% of Portfolio:0.0% ($482.9K/$2.8B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:16.4K

Value:$468.0K

% of Portfolio:0.0% ($468.0K/$2.8B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.6K

Value:$463.9K

% of Portfolio:0.0% ($463.9K/$2.8B)

464288810

Shares:7.6K

Value:$455.4K

% of Portfolio:0.0% ($455.4K/$2.8B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.1K

Value:$451.9K

% of Portfolio:0.0% ($451.9K/$2.8B)

INTUIT INC.

INTU|461202103

Shares:736

Value:$451.7K

% of Portfolio:0.0% ($451.7K/$2.8B)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.9K

Value:$424.0K

% of Portfolio:0.0% ($424.0K/$2.8B)

GE Vernova Inc.

GEV|36828A101

Shares:1.4K

Value:$420.4K

% of Portfolio:0.0% ($420.4K/$2.8B)

MASIMO CORP

MASI|574795100

Shares:2.5K

Value:$419.0K

% of Portfolio:0.0% ($419.0K/$2.8B)

PAYCHEX INC

PAYX|704326107

Shares:2.7K

Value:$413.5K

% of Portfolio:0.0% ($413.5K/$2.8B)

Enphase Energy, Inc.

ENPH|29355A107

Shares:6.6K

Value:$411.6K

% of Portfolio:0.0% ($411.6K/$2.8B)

316092873

Shares:7.3K

Value:$410.8K

% of Portfolio:0.0% ($410.8K/$2.8B)

DOVER Corp

DOV|260003108

Shares:2.3K

Value:$401.8K

% of Portfolio:0.0% ($401.8K/$2.8B)

78464A631

Shares:2.5K

Value:$397.4K

% of Portfolio:0.0% ($397.4K/$2.8B)

Public Storage

PSA|74460D109

Shares:1.3K

Value:$392.4K

% of Portfolio:0.0% ($392.4K/$2.8B)

BIOGEN INC.

BIIB|09062X103

Shares:2.8K

Value:$388.5K

% of Portfolio:0.0% ($388.5K/$2.8B)

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:1.9K

Value:$385.4K

% of Portfolio:0.0% ($385.4K/$2.8B)

464287804

IJR|464287804

Shares:3.7K

Value:$382.3K

% of Portfolio:0.0% ($382.3K/$2.8B)

ESSEX PROPERTY TRUST, INC.

ESS|297178105

Shares:1.2K

Value:$381.7K

% of Portfolio:0.0% ($381.7K/$2.8B)

464287408

IVE|464287408

Shares:2.0K

Value:$381.2K

% of Portfolio:0.0% ($381.2K/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NORDSTROM INC(JWNcusip655664100)	19.8K	QoQ -7.12% (-1.5K) YoY -12.17% (-2.7K)	All Managers (Combined)	$482.9K	0.0% ($482.9K/$2.8B)	QoQ -5.97% (-$30.7K) YoY +5.93% (-$27.1K)
KINDER MORGAN, INC.(KMIcusip49456B101)	16.4K	QoQ -4.85% (-837) YoY +18.62% (+2.6K)	All Managers (Combined)	$468.0K	0.0% ($468.0K/$2.8B)	QoQ -0.93% (-$4.4K) YoY +84.53% (+$214.4K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.6K	QoQ 0.00% (+0) YoY +4.66% (+73)	All Managers (Combined)	$463.9K	0.0% ($463.9K/$2.8B)	QoQ +18.11% (+$71.1K) YoY +43.21% (+$140.0K)
(cusip464288810)✕	7.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$455.4K	0.0% ($455.4K/$2.8B)	QoQ +3.15% (+$13.9K) YoY +2.73% (+$12.1K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.1K	QoQ -75.84% (-6.5K) YoY -77.75% (-7.3K)	All Managers (Combined)	$451.9K	0.0% ($451.9K/$2.8B)	QoQ -71.35% (-$1.1M) YoY -75.50% (-$1.4M)
INTUIT INC.(INTUcusip461202103)	736	QoQ -0.40% (-3) YoY +2.79% (-20)	All Managers (Combined)	$451.7K	0.0% ($451.7K/$2.8B)	QoQ -2.70% (-$12.6K) YoY -2.90% (-$13.5K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.9K	QoQ -18.35% (-416) YoY -46.03% (-1.6K)	All Managers (Combined)	$424.0K	0.0% ($424.0K/$2.8B)	QoQ -17.56% (-$90.4K) YoY -50.04% (-$424.8K)
GE Vernova Inc.(GEVcusip36828A101)	1.4K	QoQ -3.02% (-43) YoY NEW(+1.4K)	All Managers (Combined)	$420.4K	0.0% ($420.4K/$2.8B)	QoQ -10.00% (-$46.7K) YoY NEW(+$420.4K)
MASIMO CORP(MASIcusip574795100)	2.5K	QoQ +4.14% (+100) YoY +4.14% (+100)	All Managers (Combined)	$419.0K	0.0% ($419.0K/$2.8B)	QoQ +4.95% (+$19.8K) YoY +18.14% (+$64.4K)
PAYCHEX INC(PAYXcusip704326107)	2.7K	QoQ -8.53% (-250) YoY -15.98% (-510)	All Managers (Combined)	$413.5K	0.0% ($413.5K/$2.8B)	QoQ +0.63% (-$2.6K) YoY +5.54% (-$21.7K)
Enphase Energy, Inc.(ENPHcusip29355A107)	6.6K	QoQ +6.81% (-423) YoY -26.19% (-2.4K)	All Managers (Combined)	$411.6K	0.0% ($411.6K/$2.8B)	QoQ -3.49% (-$14.9K) YoY -62.14% (-$675.7K)
(cusip316092873)✕	7.3K	QoQ -3.20% (-242) YoY -7.09% (-558)	All Managers (Combined)	$410.8K	0.0% ($410.8K/$2.8B)	QoQ -7.23% (-$32.0K) YoY +5.46% (-$21.3K)
DOVER Corp(DOVcusip260003108)	2.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$401.8K	0.0% ($401.8K/$2.8B)	QoQ -6.35% (-$27.3K) YoY -0.85% (-$3.5K)
(cusip78464A631)✕	2.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$397.4K	0.0% ($397.4K/$2.8B)	QoQ -3.09% (-$12.7K) YoY +14.36% (+$49.9K)
Public Storage(PSAcusip74460D109)	1.3K	QoQ -8.51% (-122) YoY -75.67% (-4.1K)	All Managers (Combined)	$392.4K	0.0% ($392.4K/$2.8B)	QoQ -8.55% (-$36.7K) YoY -74.90% (-$1.2M)
BIOGEN INC.(BIIBcusip09062X103)	2.8K	QoQ -3.56% (-105) YoY -3.86% (-114)	All Managers (Combined)	$388.5K	0.0% ($388.5K/$2.8B)	QoQ -13.70% (-$61.7K) YoY -38.98% (-$248.3K)
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	1.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$385.4K	0.0% ($385.4K/$2.8B)	QoQ -11.92% (-$52.2K) YoY -10.36% (-$44.5K)
(IJRcusip464287804)	3.7K	QoQ +2.61% (-93) YoY -13.91% (-591)	All Managers (Combined)	$382.3K	0.0% ($382.3K/$2.8B)	QoQ -6.87% (-$28.2K) YoY -18.55% (-$87.1K)
ESSEX PROPERTY TRUST, INC.(ESScusip297178105)	1.2K	QoQ -2.73% (-35) YoY -21.20% (-335)	All Managers (Combined)	$381.7K	0.0% ($381.7K/$2.8B)	QoQ +4.46% (-$16.3K) YoY -1.32% (-$5.1K)
(IVEcusip464287408)	2.0K	QoQ 0.00% (-0) YoY -10.63% (-238)	All Managers (Combined)	$381.2K	0.0% ($381.2K/$2.8B)	QoQ -0.15% (-$600) YoY -8.83% (-$36.9K)