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 5 of 19

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QUALCOMM INC/DE

QCOM|747525103

Shares:40.6K

Value:$6.2M

% of Portfolio:0.2% ($6.2M/$2.8B)

CLOROX CO /DE/

CLX|189054109

Shares:40.0K

Value:$5.9M

% of Portfolio:0.2% ($5.9M/$2.8B)

Vertiv Holdings Co

VRT|92537N108

Shares:79.9K

Value:$5.8M

% of Portfolio:0.2% ($5.8M/$2.8B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:93.1K

Value:$5.7M

% of Portfolio:0.2% ($5.7M/$2.8B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:58.8K

Value:$5.5M

% of Portfolio:0.2% ($5.5M/$2.8B)

CORCEPT THERAPEUTICS INC

CORT|218352102

Shares:47.7K

Value:$5.4M

% of Portfolio:0.2% ($5.4M/$2.8B)

808524797

SCHD|808524797

Shares:194.5K

Value:$5.4M

% of Portfolio:0.2% ($5.4M/$2.8B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:19.7K

Value:$5.4M

% of Portfolio:0.2% ($5.4M/$2.8B)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:63.2K

Value:$5.2M

% of Portfolio:0.2% ($5.2M/$2.8B)

Merck & Co., Inc.

MRK|58933Y105

Shares:57.7K

Value:$5.2M

% of Portfolio:0.2% ($5.2M/$2.8B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:24.6K

Value:$5.1M

% of Portfolio:0.2% ($5.1M/$2.8B)

808524102

SCHB|808524102

Shares:232.9K

Value:$5.0M

% of Portfolio:0.2% ($5.0M/$2.8B)

Chubb Ltd

CB|H1467J104

Shares:16.4K

Value:$4.9M

% of Portfolio:0.2% ($4.9M/$2.8B)

Eaton Corp plc

ETN|G29183103

Shares:17.9K

Value:$4.9M

% of Portfolio:0.2% ($4.9M/$2.8B)

DEERE & CO

DE|244199105

Shares:10.3K

Value:$4.8M

% of Portfolio:0.2% ($4.8M/$2.8B)

T-Mobile US, Inc.

TMUS|872590104

Shares:18.0K

Value:$4.8M

% of Portfolio:0.2% ($4.8M/$2.8B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:18.0K

Value:$4.8M

% of Portfolio:0.2% ($4.8M/$2.8B)

81369Y860

Shares:113.0K

Value:$4.7M

% of Portfolio:0.2% ($4.7M/$2.8B)

316092402

Shares:179.6K

Value:$4.6M

% of Portfolio:0.2% ($4.6M/$2.8B)

ROSS STORES, INC.

ROST|778296103

Shares:35.8K

Value:$4.6M

% of Portfolio:0.2% ($4.6M/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
QUALCOMM INC/DE(QCOMcusip747525103)	40.6K	QoQ -8.71% (-3.9K) YoY -5.05% (-2.2K)	All Managers (Combined)	$6.2M	0.2% ($6.2M/$2.8B)	QoQ -8.72% (-$596.3K) YoY -13.85% (-$1.0M)
CLOROX CO /DE/(CLXcusip189054109)	40.0K	QoQ -3.32% (-1.4K) YoY -38.71% (-25.3K)	All Managers (Combined)	$5.9M	0.2% ($5.9M/$2.8B)	QoQ -12.34% (-$829.1K) YoY -41.05% (-$4.1M)
Vertiv Holdings Co(VRTcusip92537N108)	79.9K	QoQ +82.25% (+36.1K) YoY +353.99% (+62.3K)	All Managers (Combined)	$5.8M	0.2% ($5.8M/$2.8B)	QoQ +15.82% (+$787.9K) YoY +301.35% (+$4.3M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	93.1K	QoQ +0.41% (+382) YoY -8.38% (-8.5K)	All Managers (Combined)	$5.7M	0.2% ($5.7M/$2.8B)	QoQ +4.67% (+$256.4K) YoY +13.27% (-$673.8K)
COLGATE PALMOLIVE CO(CLcusip194162103)	58.8K	QoQ -6.28% (-3.9K) YoY -15.11% (-10.5K)	All Managers (Combined)	$5.5M	0.2% ($5.5M/$2.8B)	QoQ -3.40% (-$194.4K) YoY -11.67% (-$728.6K)
CORCEPT THERAPEUTICS INC(CORTcusip218352102)	47.7K	QoQ -12.80% (-7.0K) YoY -16.72% (-9.6K)	All Managers (Combined)	$5.4M	0.2% ($5.4M/$2.8B)	QoQ +97.64% (-$2.7M) YoY +277.59% (-$4.0M)
(SCHDcusip808524797)	194.5K	QoQ -3.20% (-6.4K) YoY +200.20% (+129.7K)	All Managers (Combined)	$5.4M	0.2% ($5.4M/$2.8B)	QoQ -0.93% (-$51.4K) YoY +4.10% (+$214.3K)
GENERAL DYNAMICS CORP(GDcusip369550108)	19.7K	QoQ -1.18% (-236) YoY -1.23% (-246)	All Managers (Combined)	$5.4M	0.2% ($5.4M/$2.8B)	QoQ +2.22% (-$116.8K) YoY -4.69% (-$264.8K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	63.2K	QoQ -2.98% (-1.9K) YoY -5.92% (-4.0K)	All Managers (Combined)	$5.2M	0.2% ($5.2M/$2.8B)	QoQ -5.49% (-$302.5K) YoY +15.93% (-$714.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	57.7K	QoQ -19.67% (-14.1K) YoY -24.65% (-18.9K)	All Managers (Combined)	$5.2M	0.2% ($5.2M/$2.8B)	QoQ -27.52% (-$2.0M) YoY -48.74% (-$4.9M)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	24.6K	QoQ +7.43% (+1.7K) YoY +120.70% (+13.4K)	All Managers (Combined)	$5.1M	0.2% ($5.1M/$2.8B)	QoQ +6.93% (+$333.6K) YoY +116.77% (+$2.8M)
(SCHBcusip808524102)	232.9K	QoQ +0.01% (-39) YoY +215.14% (+159.0K)	All Managers (Combined)	$5.0M	0.2% ($5.0M/$2.8B)	QoQ -5.13% (-$271.6K) YoY +11.14% (+$502.6K)
Chubb Ltd(CBcusipH1467J104)	16.4K	QoQ -1.52% (-254) YoY +18.43% (+2.5K)	All Managers (Combined)	$4.9M	0.2% ($4.9M/$2.8B)	QoQ +7.62% (-$350.2K) YoY +38.01% (+$1.4M)
Eaton Corp plc(ETNcusipG29183103)	17.9K	QoQ -1.39% (-252) YoY +1.83% (-322)	All Managers (Combined)	$4.9M	0.2% ($4.9M/$2.8B)	QoQ -19.23% (-$1.2M) YoY -11.46% (-$628.5K)
DEERE & CO(DEcusip244199105)	10.3K	QoQ -1.98% (-208) YoY -12.64% (-1.5K)	All Managers (Combined)	$4.8M	0.2% ($4.8M/$2.8B)	QoQ +8.57% (-$380.0K) YoY -0.17% (-$8.5K)
T-Mobile US, Inc.(TMUScusip872590104)	18.0K	QoQ +14.14% (+2.2K) YoY +27.72% (+3.9K)	All Managers (Combined)	$4.8M	0.2% ($4.8M/$2.8B)	QoQ +37.92% (+$1.3M) YoY +108.71% (+$2.5M)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	18.0K	QoQ -15.91% (-3.4K) YoY +22.56% (+3.3K)	All Managers (Combined)	$4.8M	0.2% ($4.8M/$2.8B)	QoQ -7.69% (-$395.8K) YoY +40.84% (+$1.4M)
(cusip81369Y860)✕	113.0K	QoQ +12.15% (+12.2K) YoY +18.30% (+17.5K)	All Managers (Combined)	$4.7M	0.2% ($4.7M/$2.8B)	QoQ +15.41% (+$631.4K) YoY +25.24% (+$953.0K)
(cusip316092402)✕	179.6K	QoQ -2.98% (-5.5K) YoY -10.72% (-21.6K)	All Managers (Combined)	$4.6M	0.2% ($4.6M/$2.8B)	QoQ +3.97% (-$175.3K) YoY -11.83% (-$615.7K)
ROSS STORES, INC.(ROSTcusip778296103)	35.8K	QoQ +1.63% (-577) YoY +10.86% (-3.5K)	All Managers (Combined)	$4.6M	0.2% ($4.6M/$2.8B)	QoQ -14.13% (-$752.7K) YoY -3.46% (-$164.0K)