KCM INVESTMENT ADVISORS LLC
KCM INVESTMENT ADVISORS LLC reported 400 positions worth $3.37B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: XLK (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | XLK | SH | $258.3M | 7.67% | 1,355,853 | — | — | |
| ▸ 2 | AAPL | SH | $240.3M | 7.14% | 830,626 | — | — | |
| ▸ 3 | MSFT | SH | $109.0M | 3.24% | 292,283 | — | — | |
| ▸ 4 | COST | SH | $104.1M | 3.09% | 111,264 | — | — | |
| ▸ 5 | GOOGL | SH | $95.7M | 2.84% | 267,785 | — | — | |
| ▸ 6 | AMZN | SH | $78.7M | 2.34% | 330,195 | — | — | |
| ▸ 7 | NVDA | SH | $74.6M | 2.22% | 372,859 | — | — | |
| ▸ 8 | JPM | SH | $74.5M | 2.21% | 227,545 | — | — | |
| ▸ 9 | VGT | SH | $73.8M | 2.19% | 617,483 | — | — | |
| ▸ 10 | WMT | SH | $63.1M | 1.87% | 556,905 | — | — |
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Frequently Asked Questions
What stocks does KCM INVESTMENT ADVISORS LLC hold as of Q2 2026?
KCM INVESTMENT ADVISORS LLC reported 400 positions worth $3.37B in its Q2 2026 13F filing. Largest positions: XLK (7.7%), AAPL (7.1%), MSFT (3.2%), COST (3.1%) and GOOGL (2.8%).
What did KCM INVESTMENT ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did KCM INVESTMENT ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.