KCM INVESTMENT ADVISORS LLC

PrivateCIK: 1109228
Location

GREENBRAE, CA

393
Positions
$3.01B
Total AUM (reported)
18.75M
Total Shares

Allocation by class

TOTAL AUM$3.01B393 positions
COM$1.62B53.8%
STATE STREET TEC$179.23M5.9%
STATE STREET CON$87.51M2.9%
CAP STK CL A$77.74M2.6%
COM CL A$68.41M2.3%
SHS$57.34M1.9%
STATE STREET COM$55.20M1.8%

Portfolio Concentration

Top 316.7%4–1017.2%11–2522.4%Rest43.6%TOP 1033.9%0%100%
Top 3$504.35M16.7%
4–10$518.45M17.2%
11–25$676.29M22.4%
Rest$1.31B43.6%

Top 3 weight

16.7%

Top 10 weight

33.9%

Voting Authority Distribution

Total shares with voting rights: 18.75M

Sole

Full voting authority

18.75M

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)

Sole393
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings393
Rows:

APPLE INC

SOLE
COM
Shares839.80K
TypeSH
Market value$213.13M
7.07%
Sole
839.80K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares1.35M
TypeSH
Market value$179.23M
5.95%
Sole
1.35M
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares112.39K
TypeSH
Market value$111.98M
3.72%
Sole
112.39K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares289.47K
TypeSH
Market value$107.15M
3.56%
Sole
289.47K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares270.35K
TypeSH
Market value$77.74M
2.58%
Sole
270.35K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares557.36K
TypeSH
Market value$69.27M
2.30%
Sole
557.36K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares329.11K
TypeSH
Market value$68.54M
2.27%
Sole
329.11K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares224.75K
TypeSH
Market value$66.11M
2.19%
Sole
224.75K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares314.60K
TypeSH
Market value$65.09M
2.16%
Sole
314.60K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares370.07K
TypeSH
Market value$64.54M
2.14%
Sole
370.07K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET COM
Shares497.97K
TypeSH
Market value$55.20M
1.83%
Sole
497.97K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares496.20K
TypeSH
Market value$54.08M
1.79%
Sole
496.20K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
INF TECH ETF
Shares76.39K
TypeSH
Market value$53.30M
1.77%
Sole
76.39K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares326.62K
TypeSH
Market value$47.89M
1.59%
Sole
326.62K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares151.41K
TypeSH
Market value$45.76M
1.52%
Sole
151.41K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares186.28K
TypeSH
Market value$45.53M
1.51%
Sole
186.28K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares136.63K
TypeSH
Market value$44.94M
1.49%
Sole
136.63K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
COMM SRVC ETF
Shares248.02K
TypeSH
Market value$44.60M
1.48%
Sole
248.02K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares273.66K
TypeSH
Market value$44.26M
1.47%
Sole
273.66K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COM
Shares185.06K
TypeSH
Market value$42.53M
1.41%
Sole
185.06K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET FIN
Shares860.03K
TypeSH
Market value$42.46M
1.41%
Sole
860.03K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares145.77K
TypeSH
Market value$41.81M
1.39%
Sole
145.77K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares646.52K
TypeSH
Market value$39.61M
1.31%
Sole
646.52K
Shared
0.00
None
0.00

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares94.58K
TypeSH
Market value$39.41M
1.31%
Sole
94.58K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares49.27K
TypeSH
Market value$34.91M
1.16%
Sole
49.27K
Shared
0.00
None
0.00
Page 1 of 16