Filed: 8/6/2025ACC: 0001941040-25-000435
📋 What this filing means
KCM INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 378 equity positions with a total reported market value of $2.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
378
Positions
$2.98B
Total AUM (reported)
18.52M
Total Shares
Allocation by class
COM$1.58B53.2%
TECHNOLOGY$176.06M5.9%
COMMUNICATION$77.87M2.6%
TOTAL STK MKT$67.00M2.2%
COM CL A$66.68M2.2%
SHS$60.88M2.0%
INF TECH ETF$54.67M1.8%
Portfolio Concentration
Top 3$505.92M17.0%
4–10$505.47M17.0%
11–25$705.56M23.7%
Rest$1.26B42.4%
Top 3 weight
17.0%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 18.52M
Sole
Full voting authority
18.52M
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)
Sole378
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings378
Rows:
APPLE INC
SOLEShares881.79K
TypeSH
Market value$180.92M
6.07%
Sole
881.79K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares695.26K
TypeSH
Market value$176.06M
5.91%
Sole
695.26K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares299.43K
TypeSH
Market value$148.94M
5.00%
Sole
299.43K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares115.96K
TypeSH
Market value$114.80M
3.85%
Sole
115.96K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares717.48K
TypeSH
Market value$77.87M
2.61%
Sole
717.48K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares332.23K
TypeSH
Market value$72.89M
2.45%
Sole
332.23K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares220.46K
TypeSH
Market value$67.00M
2.25%
Sole
220.46K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares374.31K
TypeSH
Market value$59.14M
1.98%
Sole
374.31K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares200.45K
TypeSH
Market value$58.11M
1.95%
Sole
200.45K
Shared
0.00
None
0.00
WALMART INC
SOLEShares569.30K
TypeSH
Market value$55.67M
1.87%
Sole
569.30K
Shared
0.00
None
0.00
VISA INC
SOLEShares154.10K
TypeSH
Market value$54.71M
1.84%
Sole
154.10K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares82.43K
TypeSH
Market value$54.67M
1.83%
Sole
82.43K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares251.15K
TypeSH
Market value$54.58M
1.83%
Sole
251.15K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares173.83K
TypeSH
Market value$53.61M
1.80%
Sole
173.83K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares138.31K
TypeSH
Market value$50.71M
1.70%
Sole
138.31K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares361.85K
TypeSH
Market value$48.77M
1.64%
Sole
361.85K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares275.55K
TypeSH
Market value$48.56M
1.63%
Sole
275.55K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares895.56K
TypeSH
Market value$46.90M
1.57%
Sole
895.56K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares268.93K
TypeSH
Market value$46.00M
1.54%
Sole
268.93K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares315.66K
TypeSH
Market value$45.20M
1.52%
Sole
315.66K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares343.86K
TypeSH
Market value$43.77M
1.47%
Sole
343.86K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares191.05K
TypeSH
Market value$43.72M
1.47%
Sole
191.05K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares97.87K
TypeSH
Market value$42.81M
1.44%
Sole
97.87K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares260.74K
TypeSH
Market value$38.46M
1.29%
Sole
260.74K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares408.54K
TypeSH
Market value$33.08M
1.11%
Sole
408.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 881.79K | SH | $180.92M 6.07% | 881.79K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 695.26K | SH | $176.06M 5.91% | 695.26K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 299.43K | SH | $148.94M 5.00% | 299.43K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 115.96K | SH | $114.80M 3.85% | 115.96K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 717.48K | SH | $77.87M 2.61% | 717.48K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 332.23K | SH | $72.89M 2.45% | 332.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 220.46K | SH | $67.00M 2.25% | 220.46K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 374.31K | SH | $59.14M 1.98% | 374.31K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 200.45K | SH | $58.11M 1.95% | 200.45K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 569.30K | SH | $55.67M 1.87% | 569.30K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 154.10K | SH | $54.71M 1.84% | 154.10K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 82.43K | SH | $54.67M 1.83% | 82.43K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 251.15K | SH | $54.58M 1.83% | 251.15K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 173.83K | SH | $53.61M 1.80% | 173.83K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 138.31K | SH | $50.71M 1.70% | 138.31K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 361.85K | SH | $48.77M 1.64% | 361.85K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 275.55K | SH | $48.56M 1.63% | 275.55K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 895.56K | SH | $46.90M 1.57% | 895.56K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | COMM SRVC ETF | 268.93K | SH | $46.00M 1.54% | 268.93K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 315.66K | SH | $45.20M 1.52% | 315.66K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 343.86K | SH | $43.77M 1.47% | 343.86K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 191.05K | SH | $43.72M 1.47% | 191.05K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 97.87K | SH | $42.81M 1.44% | 97.87K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | INDL | 260.74K | SH | $38.46M 1.29% | 260.74K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 408.54K | SH | $33.08M 1.11% | 408.54K | 0.00 | 0.00 |
Page 1 of 16
…