Filed: 5/14/2025ACC: 0001941040-25-000297
📋 What this filing means
KCM INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 362 equity positions with a total reported market value of $2.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
362
Positions
$2.78B
Total AUM (reported)
18.40M
Total Shares
Allocation by class
COM$1.54B55.2%
TECHNOLOGY$146.95M5.3%
COMMUNICATION$65.09M2.3%
COM CL A$61.34M2.2%
TOTAL STK MKT$61.03M2.2%
SBI HEALTHCARE$49.41M1.8%
SHS$48.87M1.8%
Portfolio Concentration
Top 3$460.02M16.5%
4–10$464.00M16.7%
11–25$640.48M23.0%
Rest$1.22B43.8%
Top 3 weight
16.5%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 18.40M
Sole
Full voting authority
18.40M
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)
Sole362
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings362
Rows:
APPLE INC
SOLEShares895.99K
TypeSH
Market value$199.03M
7.15%
Sole
895.99K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares711.70K
TypeSH
Market value$146.95M
5.28%
Sole
711.70K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares303.81K
TypeSH
Market value$114.05M
4.10%
Sole
303.81K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares117.13K
TypeSH
Market value$110.78M
3.98%
Sole
117.13K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares674.81K
TypeSH
Market value$65.09M
2.34%
Sole
674.81K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares336.91K
TypeSH
Market value$64.10M
2.30%
Sole
336.91K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares222.06K
TypeSH
Market value$61.03M
2.19%
Sole
222.06K
Shared
0.00
None
0.00
VISA INC
SOLEShares155.98K
TypeSH
Market value$54.66M
1.96%
Sole
155.98K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares324.42K
TypeSH
Market value$54.27M
1.95%
Sole
324.42K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares176.95K
TypeSH
Market value$54.06M
1.94%
Sole
176.95K
Shared
0.00
None
0.00
WALMART INC
SOLEShares576.21K
TypeSH
Market value$50.59M
1.82%
Sole
576.21K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares137.48K
TypeSH
Market value$50.38M
1.81%
Sole
137.48K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares338.41K
TypeSH
Market value$49.41M
1.77%
Sole
338.41K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares238.55K
TypeSH
Market value$47.10M
1.69%
Sole
238.55K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares192.94K
TypeSH
Market value$44.67M
1.60%
Sole
192.94K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares181.48K
TypeSH
Market value$44.52M
1.60%
Sole
181.48K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares879.43K
TypeSH
Market value$43.80M
1.57%
Sole
879.43K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares278.21K
TypeSH
Market value$43.02M
1.55%
Sole
278.21K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares78.44K
TypeSH
Market value$42.54M
1.53%
Sole
78.44K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares348.16K
TypeSH
Market value$41.59M
1.49%
Sole
348.16K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares379.01K
TypeSH
Market value$41.08M
1.48%
Sole
379.01K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares267.65K
TypeSH
Market value$39.72M
1.43%
Sole
267.65K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares202.36K
TypeSH
Market value$34.49M
1.24%
Sole
202.36K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares258.69K
TypeSH
Market value$33.91M
1.22%
Sole
258.69K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares99.89K
TypeSH
Market value$33.66M
1.21%
Sole
99.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 895.99K | SH | $199.03M 7.15% | 895.99K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 711.70K | SH | $146.95M 5.28% | 711.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 303.81K | SH | $114.05M 4.10% | 303.81K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 117.13K | SH | $110.78M 3.98% | 117.13K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 674.81K | SH | $65.09M 2.34% | 674.81K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 336.91K | SH | $64.10M 2.30% | 336.91K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 222.06K | SH | $61.03M 2.19% | 222.06K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 155.98K | SH | $54.66M 1.96% | 155.98K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 324.42K | SH | $54.27M 1.95% | 324.42K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 176.95K | SH | $54.06M 1.94% | 176.95K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 576.21K | SH | $50.59M 1.82% | 576.21K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 137.48K | SH | $50.38M 1.81% | 137.48K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 338.41K | SH | $49.41M 1.77% | 338.41K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 238.55K | SH | $47.10M 1.69% | 238.55K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 192.94K | SH | $44.67M 1.60% | 192.94K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 181.48K | SH | $44.52M 1.60% | 181.48K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 879.43K | SH | $43.80M 1.57% | 879.43K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 278.21K | SH | $43.02M 1.55% | 278.21K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 78.44K | SH | $42.54M 1.53% | 78.44K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 348.16K | SH | $41.59M 1.49% | 348.16K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 379.01K | SH | $41.08M 1.48% | 379.01K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | COMM SRVC ETF | 267.65K | SH | $39.72M 1.43% | 267.65K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 202.36K | SH | $34.49M 1.24% | 202.36K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | INDL | 258.69K | SH | $33.91M 1.22% | 258.69K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 99.89K | SH | $33.66M 1.21% | 99.89K | 0.00 | 0.00 |
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