KCM Capital Inc

Fundamental concentrated ★Highest signal CIK 2026745
League rank
#16
in Fundamental concentrated · #17 overall
Long book
$535.6M
Q1 2026
Positions
31
Top-10 weight
72%
concentration
Last quarter
+62.4%
SPY +14.8%
Turnover
28%
of book per quarter

Strategy in plain words

auto-generated from filings

KCM Capital Inc is a concentrated fundamental stock-picker, running a $535.6M US long book across 31 positions.

The portfolio is concentrated: the top 10 names carry 72% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SANDISK CORP, NVIDIA CORP, MICRON TECHNOLOGY INC, ELI LILLY & CO, GEO GROUP INC/THE.

We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
+11.9%
Q1 2026
+62.4%

Sector allocation

Technology
52%
Healthcare
18%
Consumer discretionary
12%
Industrials
9%
Utilities
5%
Services media
2%
Real estate
2%
Consumer staples
0%

Long book by quarter

$497.7M
Q4 2025
$535.6M
Q1 2026

What does KCM Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
SNDK SANDISK CORPTechnology130.0K$82.6M15.4%-46.2%
NVDA NVIDIA CORPTechnology300.0K$52.3M9.8%Held
MU MICRON TECHNOLOGY INCTechnology150.0K$50.7M9.5%+66.7%
LLY ELI LILLY & COHealthcare40.0K$36.8M6.9%Held
GEO GEO GROUP INC/THEIndustrials2.0M$33.5M6.3%+36.6%
AMZN AMAZON.COM INCConsumer discretionary155.0K$32.3M6.0%Held
CBLL CERIBELL INCHealthcare1.4M$25.7M4.8%+40.0%
META META PLATFORMS INC-CLASS ATechnology39.0K$22.3M4.2%-2.5%
COST COSTCO WHOLESALE CORPConsumer discretionary18.5K$18.4M3.4%0.0%
MSFT MICROSOFT CORPTechnology47.0K$17.4M3.2%Held
GOOG ALPHABET INC-CL CTechnology60.0K$17.2M3.2%+20.0%
ET ENERGY TRANSFER LPUtilities840.0K$16.2M3.0%+40.0%
APP APPLOVIN CORP-CLASS ATechnology40.0K$15.9M3.0%-20.0%
DKNG DRAFTKINGS INC-CL AServices media500.0K$10.8M2.0%-28.6%
UNP UNION PACIFIC CORPIndustrials43.9K$10.7M2.0%Held
CXW CORECIVIC INCReal estate550.0K$10.4M1.9%New
ABBV ABBVIE INCHealthcare35.0K$7.6M1.4%Held
MCD MCDONALD'S CORPConsumer discretionary22.3K$6.9M1.3%Held
DUK DUKE ENERGY CORPUtilities31.0K$4.1M0.8%New
AEP AMERICAN ELECTRIC POWERUtilities30.8K$4.0M0.8%New
BMY BRISTOL-MYERS SQUIBB COHealthcare65.8K$4.0M0.7%New
MRK MERCK & CO. INC.Healthcare33.0K$4.0M0.7%New
ABT ABBOTT LABORATORIESHealthcare38.1K$3.9M0.7%0.0%
IRTC IRHYTHM HOLDINGS INCHealthcare30.0K$3.5M0.7%-18.9%
CARL CARLSMED INCHealthcare200.0K$1.8M0.3%New
CTVA CORTEVA INCConsumer staples12.9K$1.1M0.2%Held
SI SHOULDER INNOVATIONS INCHealthcare35.0K$509K0.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 202635$621.7M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202635$523.1M canonicalSEC ↗