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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ABBOTT LABORATORIES

ABT|002824100

139782(-2.2%)

Value:

$18.5B(+14.7%)

CARLISLE COMPANIES INC

CSL|142339100

54292(+262.9%)

Value:

$18.5B(+235.0%)

CATERPILLAR INC

CAT|149123101

52222(-2.9%)

Value:

$17.2B(-11.8%)

AbbVie Inc.

ABBV|00287Y109

75681(-3.1%)

Value:

$15.9B(+14.3%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

29049(-0.8%)

Value:

$15.5B(+16.6%)

BANK OF AMERICA CORP /DE/

BAC|060505104

361810(-7.0%)

Value:

$15.1B(-11.7%)

DANAHER CORP /DE/

DHR|235851102

73588(-7.9%)

Value:

$15.1B(-17.7%)

949746804

11649(+1.6%)

Value:

$14.0B(+2.2%)

Air Products & Chemicals, Inc.

APD|009158106

44627(-1.4%)

Value:

$13.2B(+0.2%)

92204A207

59996(+1.9%)

Value:

$13.1B(+5.5%)

STARBUCKS CORP

SBUX|855244109

131719(-1.5%)

Value:

$12.9B(+5.8%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

283297(-4.7%)

Value:

$12.9B(+8.1%)

78464A763

SDY|78464A763

94508(-0.2%)

Value:

$12.8B(+2.5%)

KIMBERLY CLARK CORP

KMB|494368103

88524(-4.3%)

Value:

$12.6B(+3.9%)

REALTY INCOME CORP

O|756109104

201998(-4.8%)

Value:

$11.7B(+3.4%)

Broadcom Inc.

AVGO|11135F101

68469(-5.7%)

Value:

$11.5B(-31.9%)

KLA CORP

KLAC|482480100

15829(-0.7%)

Value:

$10.8B(+7.1%)

81369Y886

127200(+7.4%)

Value:

$10.0B(+11.9%)

UNITED PARCEL SERVICE INC

UPS|911312106

88831(-23.3%)

Value:

$9.8B(-33.1%)

LOWES COMPANIES INC

LOW|548661107

40537(-1.7%)

Value:

$9.5B(-7.1%)

Instrument	Shares		Other Manager	Value
Abbott Laboratories(ABTcusip002824100)	139.8K	QoQ -2.16% (-3.1K) YoY -4.59% (-6.7K)	All Managers (Combined)	$18.5M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -7.10% (-$723.5K) YoY -11.42% (-$1.2M)