Kcm Investment Advisors LLC

Investment Portfolio & 13F Holdings Analysis

About

KCM INVESTMENT ADVISORS LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 362 holdings worth $2.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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Apple Inc.

AAPL|037833100

895992(-2.5%)

Value:

$199.0B(-13.5%)

81369Y803

XLK|81369Y803

711704(+2.7%)

Value:

$147.0B(-8.8%)

MICROSOFT CORP

MSFT|594918104

303805(-1.9%)

Value:

$114.0B(-12.7%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

117133(-2.3%)

Value:

$110.8B(+0.9%)

81369Y852

674811(+4.5%)

Value:

$65.1B(+4.2%)

AMAZON COM INC

AMZN|023135106

336914(-1.2%)

Value:

$64.1B(-14.3%)

922908769

VTI|922908769

222056(+0.2%)

Value:

$61.0B(-5.0%)

VISA INC.

V|92826C839

155977(-2.9%)

Value:

$54.7B(+7.7%)

CHEVRON CORP

CVX|166764100

324424(-2.9%)

Value:

$54.3B(+12.1%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

176954(-2.6%)

Value:

$54.1B(+1.6%)

Walmart Inc.

WMT|931142103

576205(-1.5%)

Value:

$50.6B(-4.3%)

HOME DEPOT, INC.

HD|437076102

137476(+5.3%)

Value:

$50.4B(-0.7%)

81369Y209

338414(+5.5%)

Value:

$49.4B(+11.9%)

81369Y407

238548(+5.3%)

Value:

$47.1B(-7.3%)

WASTE MANAGEMENT INC

WM|94106L109

192940(-0.9%)

Value:

$44.7B(+13.6%)

JPMORGAN CHASE & CO

JPM|46625H100

181477(+1.8%)

Value:

$44.5B(+4.2%)

81369Y605

879432(-0.1%)

Value:

$43.8B(+3.0%)

Alphabet Inc.

GOOGL|02079K305

278209(-1.9%)

Value:

$43.0B(-19.9%)

92204A702

VGT|92204A702

78440(+8.2%)

Value:

$42.5B(-5.7%)

92204A405

VFH|92204A405

348157(+1.7%)

Value:

$41.6B(+2.9%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	896.0K	QoQ -2.52% (-23.2K) YoY -5.59% (-53.1K)	All Managers (Combined)	$199.0M	QoQ -13.53% (-$31.2M) YoY +22.28% (-$36.3M)
(XLKcusip81369Y803)	711.7K	QoQ +2.73% (-18.9K) YoY +1.42% (+10.0K)	All Managers (Combined)	$147.0M	QoQ -8.76% (-$14.1M) YoY +0.55% (+$805.5K)
Microsoft Corp(MSFTcusip594918104)	303.8K	QoQ -1.92% (-6.0K) YoY -4.99% (-16.0K)	All Managers (Combined)	$114.0M	QoQ -12.65% (-$16.5M) YoY -15.23% (-$20.5M)
Costco Wholesale Corp /New(COSTcusip22160K105)	117.1K	QoQ -2.25% (-2.7K) YoY -5.77% (-7.2K)	All Managers (Combined)	$110.8M	QoQ +0.89% (-$985.3K) YoY +21.63% (-$19.7M)
(cusip81369Y852)✕	674.8K	QoQ +4.54% (+29.3K) YoY +6.02% (+38.3K)	All Managers (Combined)	$65.1M	QoQ +4.15% (+$2.6M) YoY +25.22% (+$13.1M)
Amazon Com Inc(AMZNcusip023135106)	336.9K	QoQ -1.16% (-4.0K) YoY +1.03% (+3.5K)	All Managers (Combined)	$64.1M	QoQ -14.28% (-$10.7M) YoY +6.56% (+$4.0M)
(VTIcusip922908769)	222.1K	QoQ +0.16% (-369) YoY -0.09% (-208)	All Managers (Combined)	$61.0M	QoQ -5.00% (-$3.2M) YoY +5.64% (-$3.3M)
Visa Inc.(Vcusip92826C839)	156.0K	QoQ -2.86% (-4.6K) YoY -4.01% (-6.5K)	All Managers (Combined)	$54.7M	QoQ +7.71% (-$3.9M) YoY +20.53% (-$9.3M)
Chevron Corp(CVXcusip166764100)	324.4K	QoQ -2.92% (-9.8K) YoY -2.14% (-7.1K)	All Managers (Combined)	$54.3M	QoQ +12.11% (-$5.9M) YoY +3.77% (-$2.0M)
Automatic Data Processing Inc(ADPcusip053015103)	177.0K	QoQ -2.61% (-4.8K) YoY -5.33% (-10.0K)	All Managers (Combined)	$54.1M	QoQ +1.63% (-$871.7K) YoY +15.81% (-$7.4M)
Walmart Inc.(WMTcusip931142103)	576.2K	QoQ -1.49% (-8.7K) YoY -1.68% (-9.9K)	All Managers (Combined)	$50.6M	QoQ -4.28% (-$2.3M) YoY +43.44% (-$15.3M)
Home Depot, Inc.(HDcusip437076102)	137.5K	QoQ +5.35% (-7.0K) YoY +4.13% (-5.5K)	All Managers (Combined)	$50.4M	QoQ -0.73% (-$375.1K) YoY -0.50% (-$256.2K)
(cusip81369Y209)✕	338.4K	QoQ +5.47% (+17.6K) YoY +8.69% (+27.1K)	All Managers (Combined)	$49.4M	QoQ +11.94% (+$5.3M) YoY +7.43% (+$3.4M)
(cusip81369Y407)✕	238.5K	QoQ +5.32% (-12.1K) YoY +6.46% (+14.5K)	All Managers (Combined)	$47.1M	QoQ -7.29% (-$3.7M) YoY +14.32% (+$5.9M)
Waste Management Inc(WMcusip94106L109)	192.9K	QoQ -0.94% (-1.8K) YoY -2.09% (-4.1K)	All Managers (Combined)	$44.7M	QoQ +13.64% (-$5.4M) YoY +6.33% (-$2.7M)
Jpmorgan Chase & Co(JPMcusip46625H100)	181.5K	QoQ +1.79% (+3.2K) YoY +3.29% (+5.8K)	All Managers (Combined)	$44.5M	QoQ +4.16% (+$1.8M) YoY +26.49% (+$9.3M)
(cusip81369Y605)✕	879.4K	QoQ -0.09% (-869) YoY +3.05% (+26.1K)	All Managers (Combined)	$43.8M	QoQ +2.96% (-$1.3M) YoY +21.86% (+$7.9M)
Alphabet Inc.(GOOGLcusip02079K305)	278.2K	QoQ -1.92% (-5.5K) YoY -0.56% (-1.6K)	All Managers (Combined)	$43.0M	QoQ -19.88% (-$10.7M) YoY +1.87% (-$792.5K)
(VGTcusip92204A702)	78.4K	QoQ +8.15% (-5.9K) YoY -3.46% (-2.8K)	All Managers (Combined)	$42.5M	QoQ -5.66% (-$2.6M) YoY -0.13% (-$59.6K)
(VFHcusip92204A405)	348.2K	QoQ +1.73% (+5.9K) YoY -2.46% (-8.8K)	All Managers (Combined)	$41.6M	QoQ +2.94% (+$1.2M) YoY +13.80% (-$5.0M)