Kcm Investment Advisors LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

362 positions
Manager:
SEC
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Page 9 of 19
Builders FirstSource, Inc.
BLDR|12008R107
Shares:
13815
Value:
$1.7B
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
3861(-25.4%)
Value:
$1.7B(-31.4%)
MARRIOTT INTERNATIONAL INC /MD/
MAR|571903202
Shares:
7152(-4.7%)
Value:
$1.7B(-18.6%)
UNILEVER PLC
UL|904767704
Shares:
28493(-6.5%)
Value:
$1.7B(-1.8%)
808524508
808524508
Shares:
63459(-3.2%)
Value:
$1.7B(-8.5%)
464287614
IWF|464287614
Shares:
4575(-4.2%)
Value:
$1.7B(-13.8%)
INTUITIVE SURGICAL INC
ISRG|46120E602
Shares:
3327(-16.5%)
Value:
$1.6B(-20.7%)
KROGER CO
KR|501044101
Shares:
24189(+0.6%)
Value:
$1.6B(+11.4%)
Parker-Hannifin Corp
PH|701094104
Shares:
2663(+2.3%)
Value:
$1.6B(-2.2%)
FEDEX CORP
FDX|31428X106
Shares:
6545(-1.3%)
Value:
$1.6B(-14.5%)
46432F339
QUAL|46432F339
Shares:
9334(+1.5%)
Value:
$1.6B(-2.6%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
9587(+11.1%)
Value:
$1.6B(-6.6%)
WILLIAMS COMPANIES, INC.
WMB|969457100
Shares:
26629(-5.6%)
Value:
$1.6B(+4.3%)
CURTISS WRIGHT CORP
CW|231561101
Shares:
4518
Value:
$1.4B
SEMPRA
SRE|816851109
Shares:
19736(-31.7%)
Value:
$1.4B(-44.5%)
BOEING CO
BA|097023105
Shares:
8250(-2.0%)
Value:
$1.4B(-5.6%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
3334(+0.0%)
Value:
$1.4B(-1.3%)
EMERSON ELECTRIC CO
EMR|291011104
Shares:
12565(-10.8%)
Value:
$1.4B(-21.1%)
65339F713
65339F713
Shares:
33804(-13.3%)
Value:
$1.4B(-13.9%)
464287788
464287788
Shares:
12148(+5.4%)
Value:
$1.4B(+7.6%)