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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Kcm-Investment-Advisors
Data Enrichment
84% identified304 identified58 unidentified
Holdings
362 positions • $2.8B total value
Manager:
Search and click to pin securities to the top
Page 7 of 19
46137V233
Shares:64.4K
Value:$3.0M
% of Portfolio:0.1% ($3.0M/$2.8B)
060505682
Shares:2.4K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$2.8B)
33737M102
Shares:38.8K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$2.8B)
464288778
Shares:54.1K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.8B)
464287556
Shares:19.5K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$2.8B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
PFIZER INC(PFEcusip717081103) | 123.8K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$2.8B) | ||
6.2K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$2.8B) | |||
11.2K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$2.8B) | |||
SOUTHERN CO(SOcusip842587107) | 32.7K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$2.8B) | ||
(cusip46137V233)✕ | 64.4K | QoQ 0.00% (-0)YoY +0.28% (+180) | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$2.8B) | |
41.2K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$2.8B) | |||
(cusip060505682)✕ | 2.4K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$2.8B) | ||
(cusip33737M102)✕ | 38.8K | QoQ +1.19% (-460)YoY +0.57% (-223) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$2.8B) | |
19.8K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$2.8B) | |||
80.3K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$2.8B) | |||
ORACLE CORP(ORCLcusip68389X105) | 20.7K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$2.8B) | ||
9.5K | QoQ +1.44% (-135)YoY +5.99% (-535) | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.8B) | ||
ALLSTATE CORP(ALLcusip020002101) | 12.8K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.8B) | ||
1.8K | QoQ +3.78% (+67)YoY -0.05% (-1) | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.8B) | ||
MORGAN STANLEY(MScusip617446448) | 22.5K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.8B) | ||
31.6K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.8B) | |||
41.2K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.8B) | |||
(cusip464288778)✕ | 54.1K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.8B) | ||
(cusip464287556)✕ | 19.5K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.8B) | ||
5.5K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.8B) |