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 16 of 19

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Coinbase Global, Inc.

COIN|19260Q107

Shares:1.9K

Value:$325.5K

% of Portfolio:0.0% ($325.5K/$2.8B)

Workday, Inc.

WDAY|98138H101

Shares:1.4K

Value:$321.1K

% of Portfolio:0.0% ($321.1K/$2.8B)

464287622

IWB|464287622

Shares:1.0K

Value:$310.4K

% of Portfolio:0.0% ($310.4K/$2.8B)

464287606

IJK|464287606

Shares:3.5K

Value:$295.6K

% of Portfolio:0.0% ($295.6K/$2.8B)

Archer-Daniels-Midland Co

ADM|039483102

Shares:6.1K

Value:$292.5K

% of Portfolio:0.0% ($292.5K/$2.8B)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:639

Value:$290.5K

% of Portfolio:0.0% ($290.5K/$2.8B)

FIRST SOLAR, INC.

FSLR|336433107

Shares:2.3K

Value:$288.6K

% of Portfolio:0.0% ($288.6K/$2.8B)

464287465

EFA|464287465

Shares:3.5K

Value:$287.3K

% of Portfolio:0.0% ($287.3K/$2.8B)

SYNOPSYS INC

SNPS|871607107

Shares:668

Value:$286.5K

% of Portfolio:0.0% ($286.5K/$2.8B)

EDISON INTERNATIONAL

EIX|281020107

Shares:4.8K

Value:$284.2K

% of Portfolio:0.0% ($284.2K/$2.8B)

TORONTO DOMINION BANK

TD|891160509

Shares:4.7K

Value:$283.3K

% of Portfolio:0.0% ($283.3K/$2.8B)

46429B697

USMV|46429B697

Shares:3.0K

Value:$282.9K

% of Portfolio:0.0% ($282.9K/$2.8B)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:5.7K

Value:$282.6K

% of Portfolio:0.0% ($282.6K/$2.8B)

922908744

VTV|922908744

Shares:1.6K

Value:$280.8K

% of Portfolio:0.0% ($280.8K/$2.8B)

Evergy, Inc.

EVRG|30034W106

Shares:4.1K

Value:$279.5K

% of Portfolio:0.0% ($279.5K/$2.8B)

464287754

Shares:2.1K

Value:$277.9K

% of Portfolio:0.0% ($277.9K/$2.8B)

FORD MOTOR CO

F|345370860

Shares:27.7K

Value:$277.6K

% of Portfolio:0.0% ($277.6K/$2.8B)

78464A698

Shares:4.9K

Value:$276.3K

% of Portfolio:0.0% ($276.3K/$2.8B)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:3.9K

Value:$274.2K

% of Portfolio:0.0% ($274.2K/$2.8B)

Bank of New York Mellon Corp

BK|064058100

Shares:3.3K

Value:$273.3K

% of Portfolio:0.0% ($273.3K/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Coinbase Global, Inc.(COINcusip19260Q107)	1.9K	QoQ -7.35% (-150) YoY NEW(+1.9K)	All Managers (Combined)	$325.5K	0.0% ($325.5K/$2.8B)	QoQ -35.73% (-$181.0K) YoY NEW(+$325.5K)
Workday, Inc.(WDAYcusip98138H101)	1.4K	QoQ -1.99% (-28) YoY -35.32% (-751)	All Managers (Combined)	$321.1K	0.0% ($321.1K/$2.8B)	QoQ -11.30% (-$40.9K) YoY -44.62% (-$258.8K)
(IWBcusip464287622)	1.0K	QoQ -0.88% (-9) YoY +3.79% (+37)	All Managers (Combined)	$310.4K	0.0% ($310.4K/$2.8B)	QoQ -5.62% (-$18.5K) YoY +10.53% (+$29.6K)
(IJKcusip464287606)	3.5K	QoQ +8.89% (-290) YoY +25.88% (+730)	All Managers (Combined)	$295.6K	0.0% ($295.6K/$2.8B)	QoQ -0.26% (-$788) YoY +14.89% (+$38.3K)
Archer-Daniels-Midland Co(ADMcusip039483102)	6.1K	QoQ 0.00% (-0) YoY -2.01% (-125)	All Managers (Combined)	$292.5K	0.0% ($292.5K/$2.8B)	QoQ -4.96% (-$15.3K) YoY -25.09% (-$98.0K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	639	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$290.5K	0.0% ($290.5K/$2.8B)	QoQ -5.33% (-$16.4K) YoY +0.05% (+$160)
FIRST SOLAR, INC.(FSLRcusip336433107)	2.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$288.6K	0.0% ($288.6K/$2.8B)	QoQ -28.26% (-$113.7K) YoY -25.10% (-$96.7K)
(EFAcusip464287465)	3.5K	QoQ 0.00% (+0) YoY -17.19% (-730)	All Managers (Combined)	$287.3K	0.0% ($287.3K/$2.8B)	QoQ +8.09% (+$21.5K) YoY -15.25% (-$51.7K)
SYNOPSYS INC(SNPScusip871607107)	668	QoQ +0.45% (-3) YoY -3.88% (-27)	All Managers (Combined)	$286.5K	0.0% ($286.5K/$2.8B)	QoQ -11.24% (-$36.3K) YoY -27.87% (-$110.7K)
EDISON INTERNATIONAL(EIXcusip281020107)	4.8K	QoQ -96.54% (-134.6K) YoY -96.62% (-138.2K)	All Managers (Combined)	$284.2K	0.0% ($284.2K/$2.8B)	QoQ -97.44% (-$10.8M) YoY -97.19% (-$9.8M)
TORONTO DOMINION BANK(TDcusip891160509)	4.7K	QoQ -13.53% (-740) YoY -24.93% (-1.6K)	All Managers (Combined)	$283.3K	0.0% ($283.3K/$2.8B)	QoQ -2.65% (-$7.7K) YoY -25.47% (-$96.9K)
(USMVcusip46429B697)	3.0K	QoQ 0.00% (+0) YoY -2.58% (-80)	All Managers (Combined)	$282.9K	0.0% ($282.9K/$2.8B)	QoQ +5.48% (+$14.7K) YoY +9.16% (-$23.8K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	5.7K	QoQ -13.48% (-892) YoY -19.67% (-1.4K)	All Managers (Combined)	$282.6K	0.0% ($282.6K/$2.8B)	QoQ -13.56% (-$44.4K) YoY -38.99% (-$180.6K)
(VTVcusip922908744)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$280.8K	0.0% ($280.8K/$2.8B)	QoQ NEW(+$280.8K) YoY NEW(+$280.8K)
Evergy, Inc.(EVRGcusip30034W106)	4.1K	QoQ -31.81% (-1.9K) YoY -37.16% (-2.4K)	All Managers (Combined)	$279.5K	0.0% ($279.5K/$2.8B)	QoQ -23.62% (-$86.5K) YoY -18.83% (-$64.9K)
(cusip464287754)✕	2.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$277.9K	0.0% ($277.9K/$2.8B)	QoQ -2.50% (-$7.1K) YoY +3.55% (+$9.5K)
FORD MOTOR CO(Fcusip345370860)	27.7K	QoQ -9.24% (-2.8K) YoY +4.49% (-1.2K)	All Managers (Combined)	$277.6K	0.0% ($277.6K/$2.8B)	QoQ -8.05% (-$24.3K) YoY -21.07% (-$74.1K)
(cusip78464A698)✕	4.9K	QoQ +6.22% (+285) YoY NEW(+4.9K)	All Managers (Combined)	$276.3K	0.0% ($276.3K/$2.8B)	QoQ +0.06% (+$190) YoY NEW(+$276.3K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	3.9K	QoQ -12.35% (-549) YoY -16.27% (-757)	All Managers (Combined)	$274.2K	0.0% ($274.2K/$2.8B)	QoQ -16.92% (-$55.9K) YoY -42.36% (-$201.6K)
Bank of New York Mellon Corp(BKcusip064058100)	3.3K	QoQ +12.65% (+366) YoY NEW(+3.3K)	All Managers (Combined)	$273.3K	0.0% ($273.3K/$2.8B)	QoQ +23.00% (+$51.1K) YoY NEW(+$273.3K)