Filed: 2/13/2025ACC: 0001941040-25-000147
📋 What this filing means
KCM INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 367 equity positions with a total reported market value of $2.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
367
Positions
$2.90B
Total AUM (reported)
18.98M
Total Shares
Allocation by class
COM$1.62B55.8%
TECHNOLOGY$161.08M5.6%
TOTAL STK MKT$64.25M2.2%
COMMUNICATION$62.49M2.2%
COM CL A$56.85M2.0%
CAP STK CL A$53.70M1.9%
SHS$53.09M1.8%
Portfolio Concentration
Top 3$521.83M18.0%
4–10$471.06M16.2%
11–25$653.96M22.5%
Rest$1.25B43.2%
Top 3 weight
18.0%
Top 10 weight
34.2%
Voting Authority Distribution
Total shares with voting rights: 18.98M
Sole
Full voting authority
18.98M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole367
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings367
Rows:
APPLE INC
SOLEShares919.21K
TypeSH
Market value$230.19M
7.94%
Sole
919.21K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares692.75K
TypeSH
Market value$161.08M
5.55%
Sole
692.75K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares309.76K
TypeSH
Market value$130.56M
4.50%
Sole
309.76K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares119.83K
TypeSH
Market value$109.80M
3.79%
Sole
119.83K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares340.89K
TypeSH
Market value$74.79M
2.58%
Sole
340.89K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares221.69K
TypeSH
Market value$64.25M
2.22%
Sole
221.69K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares645.49K
TypeSH
Market value$62.49M
2.15%
Sole
645.49K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares283.67K
TypeSH
Market value$53.70M
1.85%
Sole
283.67K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares181.71K
TypeSH
Market value$53.19M
1.83%
Sole
181.71K
Shared
0.00
None
0.00
WALMART INC
SOLEShares584.95K
TypeSH
Market value$52.85M
1.82%
Sole
584.95K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares385.12K
TypeSH
Market value$51.72M
1.78%
Sole
385.12K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares226.49K
TypeSH
Market value$50.81M
1.75%
Sole
226.49K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares130.49K
TypeSH
Market value$50.76M
1.75%
Sole
130.49K
Shared
0.00
None
0.00
VISA INC
SOLEShares160.58K
TypeSH
Market value$50.75M
1.75%
Sole
160.58K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares334.21K
TypeSH
Market value$48.41M
1.67%
Sole
334.21K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares72.53K
TypeSH
Market value$45.10M
1.55%
Sole
72.53K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares320.84K
TypeSH
Market value$44.14M
1.52%
Sole
320.84K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares178.28K
TypeSH
Market value$42.74M
1.47%
Sole
178.28K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares880.30K
TypeSH
Market value$42.54M
1.47%
Sole
880.30K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares342.21K
TypeSH
Market value$40.40M
1.39%
Sole
342.21K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares254.48K
TypeSH
Market value$39.43M
1.36%
Sole
254.48K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares194.78K
TypeSH
Market value$39.30M
1.36%
Sole
194.78K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares101.34K
TypeSH
Market value$37.43M
1.29%
Sole
101.34K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares212.56K
TypeSH
Market value$35.64M
1.23%
Sole
212.56K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares201.76K
TypeSH
Market value$34.79M
1.20%
Sole
201.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 919.21K | SH | $230.19M 7.94% | 919.21K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 692.75K | SH | $161.08M 5.55% | 692.75K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 309.76K | SH | $130.56M 4.50% | 309.76K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 119.83K | SH | $109.80M 3.79% | 119.83K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 340.89K | SH | $74.79M 2.58% | 340.89K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 221.69K | SH | $64.25M 2.22% | 221.69K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 645.49K | SH | $62.49M 2.15% | 645.49K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 283.67K | SH | $53.70M 1.85% | 283.67K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 181.71K | SH | $53.19M 1.83% | 181.71K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 584.95K | SH | $52.85M 1.82% | 584.95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 385.12K | SH | $51.72M 1.78% | 385.12K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 226.49K | SH | $50.81M 1.75% | 226.49K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 130.49K | SH | $50.76M 1.75% | 130.49K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 160.58K | SH | $50.75M 1.75% | 160.58K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 334.21K | SH | $48.41M 1.67% | 334.21K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 72.53K | SH | $45.10M 1.55% | 72.53K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 320.84K | SH | $44.14M 1.52% | 320.84K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 178.28K | SH | $42.74M 1.47% | 178.28K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 880.30K | SH | $42.54M 1.47% | 880.30K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 342.21K | SH | $40.40M 1.39% | 342.21K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | COMM SRVC ETF | 254.48K | SH | $39.43M 1.36% | 254.48K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 194.78K | SH | $39.30M 1.36% | 194.78K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 101.34K | SH | $37.43M 1.29% | 101.34K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 212.56K | SH | $35.64M 1.23% | 212.56K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 201.76K | SH | $34.79M 1.20% | 201.76K | 0.00 | 0.00 |
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