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 3 of 19

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ABBOTT LABORATORIES

ABT|002824100

Shares:139.8K

Value:$18.5M

% of Portfolio:0.7% ($18.5M/$2.8B)

CARLISLE COMPANIES INC

CSL|142339100

Shares:54.3K

Value:$18.5M

% of Portfolio:0.7% ($18.5M/$2.8B)

CATERPILLAR INC

CAT|149123101

Shares:52.2K

Value:$17.2M

% of Portfolio:0.6% ($17.2M/$2.8B)

AbbVie Inc.

ABBV|00287Y109

Shares:75.7K

Value:$15.9M

% of Portfolio:0.6% ($15.9M/$2.8B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:29.0K

Value:$15.5M

% of Portfolio:0.6% ($15.5M/$2.8B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:361.8K

Value:$15.1M

% of Portfolio:0.5% ($15.1M/$2.8B)

DANAHER CORP /DE/

DHR|235851102

Shares:73.6K

Value:$15.1M

% of Portfolio:0.5% ($15.1M/$2.8B)

949746804

Shares:11.6K

Value:$14.0M

% of Portfolio:0.5% ($14.0M/$2.8B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:44.6K

Value:$13.2M

% of Portfolio:0.5% ($13.2M/$2.8B)

92204A207

Shares:60.0K

Value:$13.1M

% of Portfolio:0.5% ($13.1M/$2.8B)

STARBUCKS CORP

SBUX|855244109

Shares:131.7K

Value:$12.9M

% of Portfolio:0.5% ($12.9M/$2.8B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:283.3K

Value:$12.9M

% of Portfolio:0.5% ($12.9M/$2.8B)

78464A763

SDY|78464A763

Shares:94.5K

Value:$12.8M

% of Portfolio:0.5% ($12.8M/$2.8B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:88.5K

Value:$12.6M

% of Portfolio:0.5% ($12.6M/$2.8B)

REALTY INCOME CORP

O|756109104

Shares:202.0K

Value:$11.7M

% of Portfolio:0.4% ($11.7M/$2.8B)

Broadcom Inc.

AVGO|11135F101

Shares:68.5K

Value:$11.5M

% of Portfolio:0.4% ($11.5M/$2.8B)

KLA CORP

KLAC|482480100

Shares:15.8K

Value:$10.8M

% of Portfolio:0.4% ($10.8M/$2.8B)

81369Y886

Shares:127.2K

Value:$10.0M

% of Portfolio:0.4% ($10.0M/$2.8B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:88.8K

Value:$9.8M

% of Portfolio:0.4% ($9.8M/$2.8B)

LOWES COMPANIES INC

LOW|548661107

Shares:40.5K

Value:$9.5M

% of Portfolio:0.3% ($9.5M/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ABBOTT LABORATORIES(ABTcusip002824100)	139.8K	QoQ -2.16% (-3.1K) YoY -4.59% (-6.7K)	All Managers (Combined)	$18.5M	0.7% ($18.5M/$2.8B)	QoQ +14.73% (-$2.4M) YoY +11.34% (-$1.9M)
CARLISLE COMPANIES INC(CSLcusip142339100)	54.3K	QoQ +262.86% (+39.3K) YoY +277.02% (+39.9K)	All Managers (Combined)	$18.5M	0.7% ($18.5M/$2.8B)	QoQ +234.98% (+$13.0M) YoY +227.62% (+$12.8M)
CATERPILLAR INC(CATcusip149123101)	52.2K	QoQ -2.94% (-1.6K) YoY -5.37% (-3.0K)	All Managers (Combined)	$17.2M	0.6% ($17.2M/$2.8B)	QoQ -11.76% (-$2.3M) YoY -14.83% (-$3.0M)
AbbVie Inc.(ABBVcusip00287Y109)	75.7K	QoQ -3.06% (-2.4K) YoY -4.85% (-3.9K)	All Managers (Combined)	$15.9M	0.6% ($15.9M/$2.8B)	QoQ +14.29% (-$2.0M) YoY +9.47% (-$1.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	29.0K	QoQ -0.78% (-231) YoY +1.70% (+487)	All Managers (Combined)	$15.5M	0.6% ($15.5M/$2.8B)	QoQ +16.56% (-$2.2M) YoY +28.80% (+$3.5M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	361.8K	QoQ -6.96% (-27.1K) YoY -16.51% (-71.6K)	All Managers (Combined)	$15.1M	0.5% ($15.1M/$2.8B)	QoQ -11.66% (-$2.0M) YoY -8.12% (-$1.3M)
DANAHER CORP /DE/(DHRcusip235851102)	73.6K	QoQ -7.87% (-6.3K) YoY -18.83% (-17.1K)	All Managers (Combined)	$15.1M	0.5% ($15.1M/$2.8B)	QoQ -17.72% (-$3.3M) YoY -33.36% (-$7.6M)
(cusip949746804)✕	11.6K	QoQ +1.60% (+184) YoY -12.81% (-1.7K)	All Managers (Combined)	$14.0M	0.5% ($14.0M/$2.8B)	QoQ +2.16% (+$295.8K) YoY -14.14% (-$2.3M)
Air Products & Chemicals, Inc.(APDcusip009158106)	44.6K	QoQ -1.40% (-638) YoY -3.34% (-1.5K)	All Managers (Combined)	$13.2M	0.5% ($13.2M/$2.8B)	QoQ +0.24% (-$32.7K) YoY +17.66% (-$2.0M)
(cusip92204A207)✕	60.0K	QoQ +1.94% (+1.1K) YoY +5.52% (+3.1K)	All Managers (Combined)	$13.1M	0.5% ($13.1M/$2.8B)	QoQ +5.52% (+$687.6K) YoY +13.11% (+$1.5M)
STARBUCKS CORP(SBUXcusip855244109)	131.7K	QoQ -1.54% (-2.1K) YoY -9.72% (-14.2K)	All Managers (Combined)	$12.9M	0.5% ($12.9M/$2.8B)	QoQ +5.83% (-$711.9K) YoY -3.10% (-$414.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	283.3K	QoQ -4.65% (-13.8K) YoY -8.30% (-25.6K)	All Managers (Combined)	$12.9M	0.5% ($12.9M/$2.8B)	QoQ +8.14% (-$968.0K) YoY -0.87% (-$112.8K)
(SDYcusip78464A763)	94.5K	QoQ -0.17% (-167) YoY -2.73% (-2.7K)	All Managers (Combined)	$12.8M	0.5% ($12.8M/$2.8B)	QoQ +2.52% (-$316.3K) YoY +0.56% (-$71.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	88.5K	QoQ -4.30% (-4.0K) YoY -9.82% (-9.6K)	All Managers (Combined)	$12.6M	0.5% ($12.6M/$2.8B)	QoQ +3.86% (-$468.3K) YoY -0.84% (-$107.9K)
REALTY INCOME CORP(Ocusip756109104)	202.0K	QoQ -4.78% (-10.2K) YoY -7.79% (-17.1K)	All Managers (Combined)	$11.7M	0.4% ($11.7M/$2.8B)	QoQ +3.41% (-$386.5K) YoY -1.13% (-$134.2K)
Broadcom Inc.(AVGOcusip11135F101)	68.5K	QoQ -5.67% (-4.1K) YoY +774.22% (+60.6K)	All Managers (Combined)	$11.5M	0.4% ($11.5M/$2.8B)	QoQ -31.88% (-$5.4M) YoY +10.43% (+$1.1M)
KLA CORP(KLACcusip482480100)	15.8K	QoQ -0.71% (-114) YoY -3.06% (-500)	All Managers (Combined)	$10.8M	0.4% ($10.8M/$2.8B)	QoQ +7.11% (-$714.3K) YoY -5.67% (-$646.8K)
(cusip81369Y886)✕	127.2K	QoQ +7.41% (+8.8K) YoY +33.27% (+31.8K)	All Managers (Combined)	$10.0M	0.4% ($10.0M/$2.8B)	QoQ +11.89% (+$1.1M) YoY +60.07% (+$3.8M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	88.8K	QoQ -23.31% (-27.0K) YoY -40.80% (-61.2K)	All Managers (Combined)	$9.8M	0.4% ($9.8M/$2.8B)	QoQ -33.10% (-$4.8M) YoY -56.19% (-$12.5M)
LOWES COMPANIES INC(LOWcusip548661107)	40.5K	QoQ -1.70% (-702) YoY -3.25% (-1.4K)	All Managers (Combined)	$9.5M	0.3% ($9.5M/$2.8B)	QoQ -7.10% (-$723.5K) YoY -11.42% (-$1.2M)