Kcm Investment Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.01B
Q ending 2026-03-31
Prior quarter
$3.12B
Q ending 2025-12-31
Change
-3.4% QoQ · +8.2% YoY
Positions
393
reported holdings
Largest positions
Top 100 of 393 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $213.1M | 840K |
| Select Sector Spdr Tr | XLK | Shares | $179.2M | 1.3M |
| Costco Wholesale Corporation | COST | Shares | $112.0M | 112K |
| Microsoft Corp | MSFT | Shares | $107.2M | 289K |
| Alphabet Inc | GOOGL | Shares | $77.7M | 270K |
| Walmart Inc | WMT | Shares | $69.3M | 557K |
| Amazon Com Inc | AMZN | Shares | $68.5M | 329K |
| Jpmorgan Chase & Co | JPM | Shares | $66.1M | 225K |
| Chevron Corporation | CVX | Shares | $65.1M | 315K |
| Nvidia Corporation | NVDA | Shares | $64.5M | 370K |
| Select Sector Spdr Tr | XLC | Shares | $55.2M | 498K |
| Select Sector Spdr Tr | XLY | Shares | $54.1M | 496K |
| Vanguard World Fd | VGT | Shares | $53.3M | 76K |
| Select Sector Spdr Tr | XLV | Shares | $47.9M | 327K |
| Visa Inc | V | Shares | $45.8M | 151K |
| Johnson & Johnson | JNJ | Shares | $45.5M | 186K |
| Home Depot Inc | HD | Shares | $44.9M | 137K |
| Vanguard World Fd | VOX | Shares | $44.6M | 248K |
| Select Sector Spdr Tr | XLI | Shares | $44.3M | 274K |
| Waste Mgmt Inc Del | WM | Shares | $42.5M | 185K |
| Select Sector Spdr Tr | XLF | Shares | $42.5M | 860K |
| Alphabet Inc | GOOG | Shares | $41.8M | 146K |
| Select Sector Spdr Tr | XLE | Shares | $39.6M | 647K |
| Trane Technologies Plc | Shares | $39.4M | 95K | |
| Caterpillar Inc | CAT | Shares | $34.9M | 49K |
| Invesco Qqq Tr | QQQ | Shares | $34.1M | 59K |
| Vanguard Index Fds | VTI | Shares | $33.5M | 104K |
| Select Sector Spdr Tr | XLP | Shares | $33.4M | 408K |
| Nextera Energy Inc | NEE | Shares | $32.8M | 354K |
| Vanguard World Fd | VCR | Shares | $31.1M | 86K |
| Amgen Inc | AMGN | Shares | $30.7M | 87K |
| Automatic Data Processing In | ADP | Shares | $29.8M | 147K |
| Vanguard World Fd | VIS | Shares | $27.1M | 87K |
| Procter & Gamble Co | PG | Shares | $25.3M | 175K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $24.2M | 37K |
| Blackstone Inc | BX | Shares | $24.1M | 209K |
| Mcdonalds Corp | MCD | Shares | $23.6M | 76K |
| Vanguard World Fd | VFH | Shares | $23.4M | 193K |
| Eli Lilly & Co | LLY | Shares | $22.3M | 24K |
| Kla Corp | KLAC | Shares | $21.9M | 15K |
| Vertiv Holdings Co | VRT | Shares | $21.3M | 85K |
| Carlisle Cos Inc | CSL | Shares | $19.5M | 58K |
| Broadcom Inc | AVGO | Shares | $19.2M | 62K |
| Ecolab Inc | ECL | Shares | $18.1M | 68K |
| Abbvie Inc | ABBV | Shares | $16.7M | 77K |
| Bank America Corp | BAC | Shares | $15.6M | 320K |
| Applied Matls Inc | AMAT | Shares | $14.9M | 44K |
| Southern Copper Corp | SCCO | Shares | $14.8M | 86K |
| Vanguard World Fd | VHT | Shares | $14.6M | 54K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $14.0M | 29K |
| Select Sector Spdr Tr | XLU | Shares | $13.8M | 300K |
| Spdr Series Trust | SDY | Shares | $13.5M | 93K |
| Abbott Laboratories | ABT | Shares | $13.2M | 129K |
| Vanguard World Fd | VDC | Shares | $13.0M | 58K |
| Wells Fargo & Co | WFC 7.5 PERP L | Shares | $12.8M | 11K |
| Danaher Corp Del | DHR | Shares | $12.4M | 65K |
| Ishares Tr | SOXX | Shares | $11.8M | 36K |
| Verizon Communications Inc | VZ | Shares | $11.6M | 232K |
| Air Products And Chemicals I | APD | Shares | $11.6M | 40K |
| Vaneck Etf Trust | NLR | Shares | $11.5M | 86K |
| Realty Income Corp | O | Shares | $11.4M | 187K |
| Select Sector Spdr Tr | XLB | Shares | $11.2M | 224K |
| Vanguard World Fd | VAW | Shares | $9.6M | 42K |
| Schwab Charles Corp | SCHW | Shares | $8.8M | 93K |
| Starbucks Corp | SBUX | Shares | $8.8M | 98K |
| Lowes Cos Inc | LOW | Shares | $8.7M | 37K |
| L3Harris Technologies Inc | LHX | Shares | $8.7M | 25K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $8.6M | 14K |
| Vanguard World Fd | VDE | Shares | $8.6M | 50K |
| Vaneck Etf Trust | SMH | Shares | $8.6M | 22K |
| Ishares Tr | DVY | Shares | $8.0M | 53K |
| Labcorp Holdings Inc | LH | Shares | $7.9M | 30K |
| Cisco Sys Inc | CSCO | Shares | $7.7M | 99K |
| Ishares Tr | IVV | Shares | $7.7M | 12K |
| Vanguard Index Fds | VNQ | Shares | $7.5M | 84K |
| Curtiss Wright Corp | CW | Shares | $7.1M | 10K |
| Vanguard World Fd | VPU | Shares | $7.1M | 36K |
| Linde Plc | Shares | $7.0M | 14K | |
| Kimberly-Clark Corp | KMB | Shares | $7.0M | 72K |
| General Dynamics Corp | GD | Shares | $6.7M | 20K |
| Ross Stores Inc | ROST | Shares | $6.7M | 31K |
| Merck & Co Inc | MRK | Shares | $6.5M | 54K |
| Corning Inc | GLW | Shares | $6.3M | 46K |
| Eaton Corp Plc | Shares | $6.2M | 17K | |
| Schwab Strategic Tr | SCHB | Shares | $5.9M | 233K |
| Exxon Mobil Corp | XOM | Shares | $5.6M | 33K |
| Goldman Sachs Group Inc | GS | Shares | $5.5M | 7K |
| Chubb Ltd Switz | Shares | $5.4M | 17K | |
| Select Sector Spdr Tr | XLRE | Shares | $5.4M | 133K |
| Public Svc Enterprise Group | PEG | Shares | $5.3M | 66K |
| Tesla Inc | TSLA | Shares | $5.3M | 14K |
| Schwab Strategic Tr | SCHD | Shares | $5.0M | 164K |
| Genuine Parts Co | GPC | Shares | $4.9M | 46K |
| Travelers Companies Inc | TRV | Shares | $4.8M | 16K |
| Fidelity Covington Trust | FDIS | Shares | $4.7M | 51K |
| Cintas Corp | CTAS | Shares | $4.5M | 27K |
| Deere & Co | DE | Shares | $4.5M | 8K |
| Spdr Gold Tr | GLD | Shares | $4.5M | 10K |
| Fidelity Covington Trust | FENY | Shares | $4.5M | 132K |
| Qualcomm Inc | QCOM | Shares | $4.4M | 34K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.