KCM Investment Advisors
Latest statistics and disclosures from Kcm Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, XLK, MSFT, COST, AMZN, and represent 21.97% of Kcm Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: WMT (+$24M), BX (+$13M), SPY (+$5.0M), XLF, VFH, CVX, TMUS, IJH, VDC, VOX.
- Started 31 new stock positions in FI, ADI, IEV, DLR, TSM, PGR, IXN, PNC, APPF, OKE.
- Reduced shares in these 10 stocks: NVDA (-$5.4M), WFC.PL, XLK, MSFT, AAPL, DIS, MMM, , BAC, PG.
- Sold out of its positions in BCE, BEPC, DDOG, DVN, D, DEI, Etf Managers Tr purefunds ise cy, EXPD, FDL, GSY. RSPH, HDV, KRC, PXD, KRE, TER, TFC, ZBRA, BEP, WTM.
- Kcm Investment Advisors was a net seller of stock by $-29M.
- Kcm Investment Advisors has $2.7B in assets under management (AUM), dropping by 16.74%.
- Central Index Key (CIK): 0001109228
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Portfolio Holdings for Kcm Investment Advisors
Kcm Investment Advisors holds 376 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $163M | -2% | 949k | 171.48 |
|
| Select Sector Spdr Tr Technology (XLK) | 5.4 | $146M | -2% | 702k | 208.27 |
|
| Microsoft Corporation (MSFT) | 5.0 | $135M | -2% | 320k | 420.72 |
|
| Costco Wholesale Corporation (COST) | 3.4 | $91M | -2% | 124k | 732.63 |
|
| Amazon (AMZN) | 2.2 | $60M | 334k | 180.38 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $58M | 222k | 259.90 |
|
|
| Chevron Corporation (CVX) | 1.9 | $52M | +4% | 332k | 157.74 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.9 | $52M | 637k | 81.66 |
|
|
| Home Depot (HD) | 1.9 | $51M | 132k | 383.60 |
|
|
| Automatic Data Processing (ADP) | 1.7 | $47M | 187k | 249.74 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.7 | $46M | -3% | 311k | 147.73 |
|
| Visa Com Cl A (V) | 1.7 | $45M | 163k | 279.08 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 1.6 | $43M | +3% | 81k | 524.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $42M | +3% | 280k | 150.93 |
|
| Waste Management (WM) | 1.6 | $42M | 197k | 213.15 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.5 | $41M | -2% | 224k | 183.89 |
|
| Johnson & Johnson (JNJ) | 1.4 | $37M | -3% | 236k | 158.19 |
|
| Vanguard World Financials Etf (VFH) | 1.3 | $37M | +9% | 357k | 102.39 |
|
| Procter & Gamble Company (PG) | 1.3 | $36M | -8% | 224k | 162.25 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.3 | $36M | +14% | 853k | 42.12 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $36M | -13% | 39k | 903.56 |
|
| Wal-Mart Stores (WMT) | 1.3 | $35M | +222% | 586k | 60.17 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $35M | 176k | 200.30 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 1.2 | $33M | +5% | 252k | 131.22 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.2 | $33M | 349k | 94.41 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 1.2 | $32M | -3% | 254k | 125.96 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.2 | $32M | +4% | 417k | 76.36 |
|
| Trane Technologies SHS (TT) | 1.1 | $31M | 103k | 300.20 |
|
|
| Eli Lilly & Co. (LLY) | 1.1 | $30M | +5% | 38k | 777.96 |
|
| Vanguard World Health Car Etf (VHT) | 1.1 | $29M | 105k | 270.52 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 1.0 | $27M | +4% | 84k | 317.73 |
|
| Amgen (AMGN) | 1.0 | $26M | 91k | 284.32 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $25M | +24% | 49k | 523.07 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $24M | 156k | 152.26 |
|
|
| Nextera Energy (NEE) | 0.9 | $24M | -3% | 370k | 63.91 |
|
| Danaher Corporation (DHR) | 0.8 | $23M | -2% | 91k | 249.72 |
|
| United Parcel Service CL B (UPS) | 0.8 | $22M | 150k | 148.63 |
|
|
| McDonald's Corporation (MCD) | 0.8 | $22M | -4% | 77k | 281.95 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $21M | +162% | 162k | 131.37 |
|
| Caterpillar (CAT) | 0.7 | $20M | -5% | 55k | 366.43 |
|
| Vanguard World Industrial Etf (VIS) | 0.7 | $20M | -4% | 82k | 244.15 |
|
| Ecolab (ECL) | 0.7 | $18M | -4% | 80k | 230.90 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $18M | +3% | 41k | 444.01 |
|
| Abbott Laboratories (ABT) | 0.6 | $17M | -4% | 147k | 113.66 |
|
| Bank of America Corporation (BAC) | 0.6 | $16M | -16% | 433k | 37.92 |
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.6 | $16M | -21% | 13k | 1219.35 |
|
| Crown Castle Intl (CCI) | 0.6 | $16M | -4% | 147k | 105.83 |
|
| Abbvie (ABBV) | 0.5 | $15M | -3% | 80k | 182.10 |
|
| Nike CL B (NKE) | 0.5 | $13M | -3% | 142k | 93.98 |
|
| Starbucks Corporation (SBUX) | 0.5 | $13M | -9% | 146k | 91.39 |
|
| Verizon Communications (VZ) | 0.5 | $13M | -5% | 309k | 41.96 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $13M | -8% | 97k | 131.24 |
|
| Kimberly-Clark Corporation (KMB) | 0.5 | $13M | -15% | 98k | 129.35 |
|
| Advanced Micro Devices (AMD) | 0.5 | $13M | -9% | 70k | 180.49 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $12M | +13% | 29k | 420.52 |
|
| Realty Income (O) | 0.4 | $12M | 219k | 54.10 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.4 | $12M | +20% | 57k | 204.14 |
|
| Kla Corp Com New (KLAC) | 0.4 | $11M | -9% | 16k | 698.58 |
|
| Air Products & Chemicals (APD) | 0.4 | $11M | -5% | 46k | 242.27 |
|
| Lowe's Companies (LOW) | 0.4 | $11M | -6% | 42k | 254.73 |
|
| Broadcom (AVGO) | 0.4 | $10M | -2% | 7.8k | 1325.38 |
|
| Genuine Parts Company (GPC) | 0.4 | $10M | 66k | 154.93 |
|
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| Applied Materials (AMAT) | 0.4 | $10M | 49k | 206.23 |
|
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| Edison International (EIX) | 0.4 | $10M | 143k | 70.73 |
|
|
| Merck & Co (MRK) | 0.4 | $10M | +3% | 77k | 131.95 |
|
| Clorox Company (CLX) | 0.4 | $10M | -22% | 65k | 153.11 |
|
| UnitedHealth (UNH) | 0.4 | $9.8M | +2% | 20k | 494.70 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $9.3M | -5% | 100k | 92.89 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $9.3M | +3% | 107k | 86.48 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $8.9M | -3% | 16k | 556.40 |
|
| Vanguard World Energy Etf (VDE) | 0.3 | $8.9M | -8% | 67k | 131.70 |
|
| Vanguard World Materials Etf (VAW) | 0.3 | $8.3M | +6% | 41k | 204.43 |
|
| Union Pacific Corporation (UNP) | 0.3 | $8.1M | -9% | 33k | 245.93 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $8.0M | 23k | 346.61 |
|
|
| Pepsi (PEP) | 0.3 | $8.0M | -2% | 46k | 175.01 |
|
| Qualcomm (QCOM) | 0.3 | $7.2M | -6% | 43k | 169.30 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $7.2M | 33k | 218.46 |
|
|
| Charles Schwab Corporation (SCHW) | 0.3 | $6.9M | +24% | 96k | 72.34 |
|
| Anthem (ELV) | 0.3 | $6.9M | -4% | 13k | 518.54 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $6.5M | 12k | 525.74 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $6.5M | -2% | 52k | 123.18 |
|
| Linde SHS (LIN) | 0.2 | $6.3M | -7% | 14k | 464.32 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $6.3M | -32% | 95k | 65.65 |
|
| Walt Disney Company (DIS) | 0.2 | $6.3M | -35% | 51k | 122.36 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $6.2M | -5% | 69k | 90.05 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $6.0M | -5% | 10k | 581.22 |
|
| Cintas Corporation (CTAS) | 0.2 | $5.9M | -11% | 8.6k | 687.03 |
|
| Carlisle Companies (CSL) | 0.2 | $5.6M | 14k | 391.85 |
|
|
| General Dynamics Corporation (GD) | 0.2 | $5.6M | 20k | 282.50 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $5.5M | -2% | 18k | 312.67 |
|
| S&p Global (SPGI) | 0.2 | $5.4M | -4% | 13k | 425.45 |
|
| Medtronic SHS (MDT) | 0.2 | $5.2M | -36% | 60k | 87.15 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $5.2M | -31% | 65k | 80.63 |
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.2 | $5.2M | -4% | 201k | 25.87 |
|
| Zimmer Holdings (ZBH) | 0.2 | $5.1M | -4% | 39k | 131.98 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $5.1M | -25% | 432k | 11.88 |
|
| Cisco Systems (CSCO) | 0.2 | $5.1M | -9% | 102k | 49.91 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $4.9M | -5% | 111k | 44.70 |
|
| Deere & Company (DE) | 0.2 | $4.8M | -8% | 12k | 410.73 |
|
| Ross Stores (ROST) | 0.2 | $4.7M | +3% | 32k | 146.76 |
|
| salesforce (CRM) | 0.2 | $4.7M | -26% | 16k | 301.18 |
|
| Nucor Corporation (NUE) | 0.2 | $4.7M | +2% | 24k | 197.90 |
|
| Vanguard World Utilities Etf (VPU) | 0.2 | $4.7M | +47% | 33k | 142.58 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $4.6M | -2% | 9.2k | 504.60 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $4.5M | 74k | 61.05 |
|
|
| Public Service Enterprise (PEG) | 0.2 | $4.5M | -19% | 67k | 66.78 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.2 | $4.2M | 51k | 82.48 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.0M | 12k | 344.21 |
|
|
| Target Corporation (TGT) | 0.1 | $4.0M | -5% | 23k | 177.21 |
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| Pfizer (PFE) | 0.1 | $4.0M | -9% | 144k | 27.75 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $3.9M | -5% | 34k | 116.24 |
|
| AutoZone (AZO) | 0.1 | $3.9M | -10% | 1.2k | 3151.65 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $3.8M | -5% | 96k | 39.53 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.7M | 15k | 249.86 |
|
|
| Prologis (PLD) | 0.1 | $3.6M | -8% | 28k | 130.22 |
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| Tesla Motors (TSLA) | 0.1 | $3.6M | -10% | 20k | 175.79 |
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| Chubb (CB) | 0.1 | $3.6M | -7% | 14k | 259.12 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.5M | -5% | 19k | 182.61 |
|
| Lululemon Athletica (LULU) | 0.1 | $3.5M | +3% | 8.9k | 390.65 |
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| Honeywell International (HON) | 0.1 | $3.5M | +2% | 17k | 205.25 |
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| Travelers Companies (TRV) | 0.1 | $3.4M | -36% | 15k | 230.13 |
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| Meta Platforms Cl A (META) | 0.1 | $3.3M | +8% | 6.7k | 485.58 |
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| Coca-Cola Company (KO) | 0.1 | $3.2M | 52k | 61.18 |
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| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $2.9M | -2% | 39k | 75.61 |
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| 3M Company (MMM) | 0.1 | $2.9M | -53% | 27k | 106.07 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.9M | -6% | 21k | 137.22 |
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| American Express Company (AXP) | 0.1 | $2.8M | +10% | 13k | 227.69 |
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| Illinois Tool Works (ITW) | 0.1 | $2.8M | -7% | 11k | 268.33 |
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| Fortinet (FTNT) | 0.1 | $2.8M | 40k | 68.31 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $2.7M | -2% | 36k | 76.81 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $2.7M | 64k | 42.13 |
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| Goldman Sachs (GS) | 0.1 | $2.7M | -13% | 6.4k | 417.70 |
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| Morgan Stanley Com New (MS) | 0.1 | $2.6M | -10% | 28k | 94.16 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.6M | -5% | 5.7k | 454.83 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.6M | 44k | 58.06 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.5M | +394% | 42k | 60.74 |
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| Oracle Corporation (ORCL) | 0.1 | $2.5M | -9% | 20k | 125.61 |
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| Southern Company (SO) | 0.1 | $2.4M | 34k | 71.74 |
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| PPL Corporation (PPL) | 0.1 | $2.4M | 88k | 27.53 |
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| L3harris Technologies (LHX) | 0.1 | $2.4M | +17% | 11k | 213.10 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.4M | -15% | 41k | 57.96 |
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| Metropcs Communications (TMUS) | 0.1 | $2.3M | +729% | 14k | 163.22 |
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| Sempra Energy (SRE) | 0.1 | $2.3M | -15% | 32k | 71.83 |
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| Marriott Intl Cl A (MAR) | 0.1 | $2.3M | -6% | 9.0k | 252.30 |
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| Lennar Corp Cl A (LEN) | 0.1 | $2.2M | 13k | 171.98 |
|
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| Freeport-mcmoran CL B (FCX) | 0.1 | $2.2M | 46k | 47.02 |
|
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| Marathon Petroleum Corp (MPC) | 0.1 | $2.1M | +8% | 11k | 201.50 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.1 | $2.1M | +7% | 49k | 43.38 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $2.1M | +47% | 5.3k | 397.76 |
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| Southern Copper Corporation (SCCO) | 0.1 | $2.1M | +107% | 20k | 106.52 |
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| O'reilly Automotive (ORLY) | 0.1 | $2.1M | +4% | 1.8k | 1128.88 |
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| Intel Corporation (INTC) | 0.1 | $2.1M | -5% | 47k | 44.17 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $2.0M | -8% | 5.9k | 347.35 |
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| Roper Industries (ROP) | 0.1 | $2.0M | -6% | 3.6k | 560.84 |
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| BlackRock (BLK) | 0.1 | $2.0M | +10% | 2.4k | 833.83 |
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| Allstate Corporation (ALL) | 0.1 | $2.0M | 12k | 173.01 |
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| Jacobs Engineering Group (J) | 0.1 | $2.0M | 13k | 153.73 |
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| Omni (OMC) | 0.1 | $2.0M | +9% | 20k | 96.76 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.9M | +6% | 4.0k | 481.59 |
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| Paccar (PCAR) | 0.1 | $1.9M | +5% | 15k | 123.89 |
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| American Tower Reit (AMT) | 0.1 | $1.8M | -15% | 9.3k | 197.58 |
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| FedEx Corporation (FDX) | 0.1 | $1.8M | 6.3k | 289.76 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.8M | 15k | 120.99 |
|
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.8M | -2% | 22k | 81.43 |
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| Boeing Company (BA) | 0.1 | $1.8M | -7% | 9.2k | 192.99 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.8M | +10% | 35k | 50.19 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.8M | -2% | 22k | 79.76 |
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| Wec Energy Group (WEC) | 0.1 | $1.8M | -18% | 21k | 82.12 |
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| Iron Mountain (IRM) | 0.1 | $1.8M | -15% | 22k | 80.21 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $1.7M | +18% | 1.4k | 1193.74 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.7M | -8% | 6.8k | 247.42 |
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| Emerson Electric (EMR) | 0.1 | $1.7M | -2% | 15k | 113.42 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.7M | +5% | 5.4k | 311.28 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.7M | -5% | 17k | 97.53 |
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| International Business Machines (IBM) | 0.1 | $1.6M | -2% | 8.6k | 190.95 |
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| Cardinal Health (CAH) | 0.1 | $1.6M | -13% | 15k | 111.90 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.6M | +9% | 37k | 43.35 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.6M | 4.7k | 337.05 |
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| Public Storage (PSA) | 0.1 | $1.6M | -22% | 5.4k | 290.06 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $1.6M | -6% | 24k | 65.32 |
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| Stanley Black & Decker (SWK) | 0.1 | $1.5M | -8% | 16k | 97.93 |
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| Lam Research Corporation (LRCX) | 0.1 | $1.5M | -3% | 1.5k | 971.43 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.5M | +19% | 9.0k | 164.35 |
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| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $1.5M | +465% | 22k | 67.81 |
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| Albemarle Corporation (ALB) | 0.1 | $1.5M | +41% | 11k | 131.74 |
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| Corcept Therapeutics Incorporated (CORT) | 0.1 | $1.4M | +7% | 57k | 25.19 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.4M | NEW | 18k | 81.67 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $1.4M | +498% | 20k | 69.77 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $1.4M | 19k | 72.19 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.4M | +18% | 8.1k | 169.37 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.4M | -61% | 25k | 54.23 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.4M | +7% | 2.5k | 555.79 |
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| Kroger (KR) | 0.0 | $1.3M | +5% | 23k | 57.13 |
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| Fifth Third Ban (FITB) | 0.0 | $1.3M | -28% | 36k | 37.21 |
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| ConocoPhillips (COP) | 0.0 | $1.3M | 10k | 127.29 |
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| T. Rowe Price (TROW) | 0.0 | $1.2M | -16% | 10k | 121.92 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.2M | 11k | 110.13 |
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| Carrier Global Corporation (CARR) | 0.0 | $1.2M | -20% | 21k | 58.13 |
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| Corning Incorporated (GLW) | 0.0 | $1.2M | +4% | 36k | 32.96 |
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| Xylem (XYL) | 0.0 | $1.2M | -42% | 9.2k | 129.24 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $1.2M | 12k | 95.65 |
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| Booking Holdings (BKNG) | 0.0 | $1.1M | +6% | 314.00 | 3627.88 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $1.1M | +3% | 17k | 67.39 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.1M | -5% | 22k | 50.17 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $1.1M | -2% | 7.7k | 145.50 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.1M | -9% | 4.9k | 228.59 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $1.1M | -15% | 9.0k | 120.98 |
|
| Williams Companies (WMB) | 0.0 | $1.1M | +28% | 28k | 38.97 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $1.1M | 12k | 90.44 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.0M | NEW | 7.4k | 136.05 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $976k | -10% | 30k | 32.23 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $972k | 11k | 89.41 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $970k | -5% | 10k | 96.73 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $965k | -5% | 2.4k | 399.09 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $930k | +42% | 15k | 62.06 |
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.0 | $909k | 5.0k | 182.40 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $904k | +25% | 3.3k | 271.76 |
|
| Valero Energy Corporation (VLO) | 0.0 | $904k | +26% | 5.3k | 170.69 |
|
| Verisk Analytics (VRSK) | 0.0 | $891k | -9% | 3.8k | 235.73 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $883k | +315% | 10k | 85.27 |
|
| SYSCO Corporation (SYY) | 0.0 | $873k | +11% | 11k | 81.18 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $850k | -3% | 1.8k | 480.65 |
|
| Becton, Dickinson and (BDX) | 0.0 | $849k | -12% | 3.4k | 247.45 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $838k | 3.7k | 224.99 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $805k | NEW | 829.00 | 970.47 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $788k | +34% | 3.7k | 210.30 |
|
| Phillips 66 (PSX) | 0.0 | $772k | +21% | 4.7k | 163.33 |
|
| Cigna Corp (CI) | 0.0 | $760k | -2% | 2.1k | 363.19 |
|
| Fastenal Company (FAST) | 0.0 | $741k | +99% | 9.6k | 77.14 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $739k | +2% | 47k | 15.73 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $738k | -6% | 8.0k | 92.73 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $734k | -2% | 11k | 70.00 |
|
| McKesson Corporation (MCK) | 0.0 | $727k | +2% | 1.4k | 536.85 |
|
| General Electric Com New (GE) | 0.0 | $722k | +4% | 4.1k | 175.54 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $715k | -15% | 7.4k | 96.71 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $709k | 6.8k | 103.79 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $703k | +14% | 24k | 29.18 |
|
| Cummins (CMI) | 0.0 | $686k | +9% | 2.3k | 294.63 |
|
| Servicenow (NOW) | 0.0 | $685k | +33% | 898.00 | 762.40 |
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.0 | $682k | 9.6k | 70.80 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $676k | NEW | 2.9k | 231.69 |
|
| Gilead Sciences (GILD) | 0.0 | $675k | 9.2k | 73.25 |
|
|
| Celanese Corporation (CE) | 0.0 | $673k | 3.9k | 171.86 |
|
|
| At&t (T) | 0.0 | $655k | -10% | 37k | 17.60 |
|
| Biogen Idec (BIIB) | 0.0 | $637k | 3.0k | 215.63 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $632k | -9% | 9.2k | 68.49 |
|
| Jabil Circuit (JBL) | 0.0 | $606k | +18% | 4.5k | 133.95 |
|
| Stryker Corporation (SYK) | 0.0 | $588k | +6% | 1.6k | 357.87 |
|
| Workday Cl A (WDAY) | 0.0 | $580k | 2.1k | 272.75 |
|
|
| Kkr & Co (KKR) | 0.0 | $567k | 5.6k | 100.58 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $557k | +2% | 3.2k | 174.19 |
|
| American Electric Power Company (AEP) | 0.0 | $548k | 6.4k | 86.10 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $515k | -83% | 3.3k | 155.84 |
|
| General Mills (GIS) | 0.0 | $512k | +21% | 7.3k | 69.97 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $484k | 2.0k | 239.82 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $484k | 2.0k | 247.77 |
|
|
| TJX Companies (TJX) | 0.0 | $482k | -6% | 4.8k | 101.41 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $480k | -27% | 2.3k | 205.72 |
|
| Ingersoll Rand (IR) | 0.0 | $478k | -2% | 5.0k | 94.95 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $476k | 4.7k | 102.27 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $476k | -9% | 7.0k | 67.75 |
|
| Citigroup Com New (C) | 0.0 | $471k | +21% | 7.4k | 63.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $469k | -11% | 4.2k | 110.52 |
|
| AFLAC Incorporated (AFL) | 0.0 | $469k | +31% | 5.5k | 85.85 |
|
| Intuit (INTU) | 0.0 | $465k | +6% | 716.00 | 649.67 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $464k | NEW | 2.4k | 195.11 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $463k | -16% | 7.1k | 64.99 |
|
| Nordstrom (JWN) | 0.0 | $456k | -20% | 23k | 20.27 |
|
| Altria (MO) | 0.0 | $447k | +84% | 10k | 43.62 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $443k | 7.6k | 58.59 |
|
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $439k | -51% | 22k | 19.91 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $430k | 1.9k | 224.86 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $418k | 2.2k | 186.81 |
|
|
| Hubbell (HUBB) | 0.0 | $415k | 1.0k | 415.05 |
|
|
| Generac Holdings (GNRC) | 0.0 | $411k | -23% | 3.3k | 126.14 |
|
| Dow (DOW) | 0.0 | $407k | -5% | 7.0k | 57.93 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $406k | +403% | 7.4k | 54.54 |
|
| Dover Corporation (DOV) | 0.0 | $405k | -42% | 2.3k | 177.19 |
|
| Cleveland-cliffs (CLF) | 0.0 | $405k | +8% | 18k | 22.74 |
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $400k | +9% | 28k | 14.30 |
|
| Digital Realty Trust (DLR) | 0.0 | $398k | NEW | 2.8k | 144.04 |
|
| Xcel Energy (XEL) | 0.0 | $398k | +15% | 7.4k | 53.75 |
|
| Synopsys (SNPS) | 0.0 | $397k | 695.00 | 571.48 |
|
|
| Paychex (PAYX) | 0.0 | $392k | +3% | 3.2k | 122.80 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $391k | 6.2k | 62.81 |
|
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $390k | -4% | 7.9k | 49.56 |
|
| Edwards Lifesciences (EW) | 0.0 | $387k | -9% | 4.0k | 95.56 |
|
| Essex Property Trust (ESS) | 0.0 | $387k | -40% | 1.6k | 244.81 |
|
| First Solar (FSLR) | 0.0 | $385k | +8% | 2.3k | 168.80 |
|
| Shell Spon Ads (SHEL) | 0.0 | $383k | 5.7k | 67.04 |
|
|
| Ventas (VTR) | 0.0 | $382k | +3% | 8.8k | 43.54 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $380k | +25% | 6.3k | 60.38 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $379k | +18% | 11k | 35.84 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $378k | +4% | 4.5k | 84.44 |
|
| Netflix (NFLX) | 0.0 | $377k | NEW | 620.00 | 607.33 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $375k | 21k | 17.91 |
|
|
| Norfolk Southern (NSC) | 0.0 | $374k | +7% | 1.5k | 254.87 |
|
| American Water Works (AWK) | 0.0 | $371k | 3.0k | 122.21 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $369k | +15% | 10k | 35.91 |
|
| Keysight Technologies (KEYS) | 0.0 | $365k | +3% | 2.3k | 156.38 |
|
| Eversource Energy (ES) | 0.0 | $356k | 6.0k | 59.77 |
|
|
| Masimo Corporation (MASI) | 0.0 | $355k | 2.4k | 146.85 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $355k | 5.3k | 67.34 |
|
|
| Philip Morris International (PM) | 0.0 | $354k | -2% | 3.9k | 91.62 |
|
| Ford Motor Company (F) | 0.0 | $352k | +21% | 27k | 13.28 |
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $351k | +10% | 8.3k | 42.26 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $348k | 2.5k | 140.51 |
|
|
| Evergy (EVRG) | 0.0 | $344k | -7% | 6.5k | 53.38 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $339k | 4.2k | 79.86 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $331k | -3% | 1.3k | 251.68 |
|
| Progressive Corporation (PGR) | 0.0 | $324k | NEW | 1.6k | 206.82 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $320k | -4% | 3.2k | 99.27 |
|
| PPG Industries (PPG) | 0.0 | $319k | +2% | 2.2k | 144.90 |
|
| Monday SHS (MNDY) | 0.0 | $318k | 1.4k | 225.87 |
|
|
| Charles River Laboratories (CRL) | 0.0 | $318k | 1.2k | 270.95 |
|
|
| Enbridge (ENB) | 0.0 | $311k | -13% | 8.6k | 36.18 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $310k | NEW | 457.00 | 677.42 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $307k | +131% | 1.4k | 225.92 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $294k | NEW | 4.6k | 64.11 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $294k | -3% | 2.9k | 102.12 |
|
| Canadian Natl Ry (CNI) | 0.0 | $291k | 2.2k | 131.71 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $290k | -36% | 639.00 | 454.39 |
|
| Baxter International (BAX) | 0.0 | $289k | -18% | 6.8k | 42.74 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $285k | 6.9k | 41.07 |
|
|
| PNC Financial Services (PNC) | 0.0 | $284k | NEW | 1.8k | 161.60 |
|
| Ameriprise Financial (AMP) | 0.0 | $283k | NEW | 645.00 | 438.44 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $283k | 2.4k | 118.29 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $281k | -8% | 1.9k | 148.71 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $281k | +9% | 975.00 | 288.03 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $277k | 1.1k | 250.04 |
|
|
| CSX Corporation (CSX) | 0.0 | $274k | -12% | 7.4k | 37.07 |
|
| Consolidated Edison (ED) | 0.0 | $273k | -11% | 3.0k | 90.80 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $270k | NEW | 8.3k | 32.63 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $268k | 2.1k | 125.71 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $268k | -20% | 2.1k | 128.91 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $265k | -9% | 2.9k | 90.70 |
|
| CoStar (CSGP) | 0.0 | $263k | NEW | 2.7k | 96.60 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $260k | 3.0k | 86.67 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $259k | -28% | 3.1k | 83.58 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $257k | 2.8k | 91.25 |
|
|
| Kinder Morgan (KMI) | 0.0 | $254k | -7% | 14k | 18.34 |
|
| Micron Technology (MU) | 0.0 | $252k | NEW | 2.1k | 117.89 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $249k | +300% | 3.5k | 70.40 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $249k | 5.9k | 42.01 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $247k | NEW | 3.7k | 66.58 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $246k | 4.9k | 50.67 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $245k | NEW | 3.6k | 68.83 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $239k | -40% | 5.1k | 47.13 |
|
| Fiserv (FI) | 0.0 | $239k | NEW | 1.5k | 159.82 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $237k | +400% | 3.8k | 61.90 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $235k | -25% | 1.3k | 179.11 |
|
| Appfolio Com Cl A (APPF) | 0.0 | $234k | NEW | 948.00 | 246.74 |
|
| Bank of Marin Ban (BMRC) | 0.0 | $228k | 14k | 16.77 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $227k | 8.0k | 28.34 |
|
|
| Analog Devices (ADI) | 0.0 | $226k | NEW | 1.1k | 197.79 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $226k | NEW | 5.5k | 40.79 |
|
| Oneok (OKE) | 0.0 | $225k | NEW | 2.8k | 80.17 |
|
| Hershey Company (HSY) | 0.0 | $224k | -91% | 1.1k | 194.50 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $222k | NEW | 3.7k | 59.40 |
|
| Ishares Tr Europe Etf (IEV) | 0.0 | $222k | NEW | 4.0k | 55.67 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $220k | NEW | 1.7k | 128.40 |
|
| State Street Corporation (STT) | 0.0 | $215k | -42% | 2.8k | 77.33 |
|
| Zynex (ZYXI) | 0.0 | $214k | 17k | 12.37 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $213k | NEW | 2.5k | 85.99 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $209k | NEW | 2.8k | 74.81 |
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $207k | -16% | 975.00 | 212.55 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $206k | NEW | 2.3k | 89.20 |
|
| CarMax (KMX) | 0.0 | $205k | NEW | 2.4k | 87.11 |
|
| Aon Shs Cl A (AON) | 0.0 | $202k | -26% | 605.00 | 333.72 |
|
| Hp (HPQ) | 0.0 | $201k | -17% | 6.6k | 30.22 |
|
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $180k | 11k | 16.03 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $172k | -18% | 12k | 13.98 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $91k | NEW | 10k | 9.01 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $54k | NEW | 12k | 4.42 |
|
| Medical Properties Trust (MPW) | 0.0 | $50k | -15% | 11k | 4.70 |
|
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $46k | 10k | 4.63 |
|
Past Filings by Kcm Investment Advisors
SEC 13F filings are viewable for Kcm Investment Advisors going back to 2010
- Kcm Investment Advisors 2024 Q1 filed May 7, 2024
- Kcm Investment Advisors 2023 Q3 filed Nov. 8, 2023
- Kcm Investment Advisors 2023 Q2 filed Aug. 9, 2023
- Kcm Investment Advisors 2023 Q1 filed May 9, 2023
- Kcm Investment Advisors 2022 Q4 filed Jan. 31, 2023
- Kcm Investment Advisors 2022 Q3 filed Nov. 10, 2022
- Kcm Investment Advisors 2022 Q2 filed Aug. 15, 2022
- Kcm Investment Advisors 2022 Q1 filed May 13, 2022
- Kcm Investment Advisors 2021 Q4 filed Feb. 14, 2022
- Kcm Investment Advisors 2021 Q3 filed Nov. 12, 2021
- Kcm Investment Advisors 2021 Q2 restated filed Oct. 21, 2021
- Kcm Investment Advisors 2021 Q2 filed Aug. 12, 2021
- Kcm Investment Advisors 2021 Q1 filed May 13, 2021
- Kcm Investment Advisors 2020 Q4 filed Feb. 19, 2021
- Kcm Investment Advisors 2020 Q3 filed Nov. 16, 2020
- Kcm Investment Advisors 2020 Q2 filed Aug. 14, 2020