KCM INVESTMENT ADVISORS LLC
Long book
$3.01B
Q1 2026
Positions
393
Top-10 weight
34%
concentration
Last quarter
+12.9%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsKCM INVESTMENT ADVISORS LLC is an institutional manager, running a $3.01B US long book across 393 positions.
The portfolio is moderately concentrated (top 10 ≈ 34% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: APPLE INC, SS TECHNOLOGY SELECT SECTOR, COSTCO WHOLESALE CORP, MICROSOFT CORP, ALPHABET INC-CL A.
Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.8%
Q2 2024
+6.5%
Q3 2024
+0.8%
Q4 2024
-2.7%
Q1 2025
+7.4%
Q2 2025
+7.6%
Q3 2025
+2.2%
Q4 2025
-1.5%
Q1 2026
+12.9%
Sector allocation
Technology 36%
Consumer discretionary 19%
Financials 9%
Healthcare 8%
Other 7%
Industrials 6%
Utilities 5%
Energy 4%
Long book by quarter
What does KCM INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 839.8K | $213.1M | 7.1% | -2.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 112.4K | $112.0M | 3.7% | -2.2% |
| MSFT MICROSOFT CORP | Technology | 289.5K | $107.2M | 3.6% | -3.0% |
| GOOGL ALPHABET INC-CL A | Technology | 270.3K | $77.7M | 2.6% | -0.8% |
| WMT WALMART INC | Consumer discretionary | 557.4K | $69.3M | 2.3% | -1.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 329.1K | $68.5M | 2.3% | -1.4% |
| JPM JPMORGAN CHASE & CO | Financials | 224.8K | $66.1M | 2.2% | +2.5% |
| CVX CHEVRON CORP | Energy | 314.6K | $65.1M | 2.2% | +0.2% |
| NVDA NVIDIA CORP | Technology | 370.1K | $64.5M | 2.1% | +0.4% |
| V VISA INC-CLASS A SHARES | Services media | 151.4K | $45.8M | 1.5% | -0.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 186.3K | $45.5M | 1.5% | -1.3% |
| HD HOME DEPOT INC | Consumer discretionary | 136.6K | $44.9M | 1.5% | -0.5% |
| WM WASTE MANAGEMENT INC | Utilities | 185.1K | $42.5M | 1.4% | -2.4% |
| GOOG ALPHABET INC-CL C | Technology | 145.8K | $41.8M | 1.4% | -1.5% |
| TT TRANE TECHNOLOGIES PLC | Technology | 94.6K | $39.4M | 1.3% | -2.2% |
| CAT CATERPILLAR INC | Industrials | 49.3K | $34.9M | 1.2% | -0.7% |
| NEE NEXTERA ENERGY INC | Utilities | 353.6K | $32.8M | 1.1% | -2.1% |
| AMGN AMGEN INC | Healthcare | 87.3K | $30.7M | 1.0% | -0.3% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 146.9K | $29.8M | 1.0% | -12.8% |
| PG PROCTER & GAMBLE CO/THE | Other | 175.3K | $25.3M | 0.8% | -3.9% |
| BX BLACKSTONE INC | Financials | 209.2K | $24.1M | 0.8% | -1.5% |
| MCD MCDONALD'S CORP | Consumer discretionary | 75.8K | $23.6M | 0.8% | -0.5% |
| LLY ELI LILLY & CO | Healthcare | 24.2K | $22.3M | 0.7% | -3.2% |
| KLAC KLA CORP | Other | 14.8K | $21.9M | 0.7% | -1.6% |
| VRT VERTIV HOLDINGS CO-A | Technology | 85.0K | $21.3M | 0.7% | -1.6% |
| CSL CARLISLE COS INC | Other | 58.4K | $19.5M | 0.6% | -0.1% |
| AVGO BROADCOM INC | Technology | 62.1K | $19.2M | 0.6% | +4.4% |
| ECL ECOLAB INC | Other | 67.9K | $18.1M | 0.6% | -3.9% |
| ABBV ABBVIE INC | Healthcare | 76.8K | $16.7M | 0.6% | +0.7% |
| BAC BANK OF AMERICA CORP | Financials | 320.0K | $15.6M | 0.5% | -4.6% |
| AMAT APPLIED MATERIALS INC | Technology | 43.5K | $14.9M | 0.5% | -2.3% |
| SCCO SOUTHERN COPPER CORP | Materials | 86.1K | $14.8M | 0.5% | +7.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 29.1K | $14.0M | 0.5% | +2.8% |
| ABT ABBOTT LABORATORIES | Healthcare | 129.1K | $13.2M | 0.4% | -11.3% |
| WFC 7.5 PERP L WELLS FARGO & COMPANY | — | 11.1K | $12.8M | 0.4% | -4.0% |
| DHR DANAHER CORP | Technology | 65.3K | $12.4M | 0.4% | -4.5% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 231.6K | $11.6M | 0.4% | -1.1% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 39.9K | $11.6M | 0.4% | -4.2% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 93.3K | $8.8M | 0.3% | 0.0% |
| SBUX STARBUCKS CORP | Consumer discretionary | 97.8K | $8.8M | 0.3% | -6.0% |
| LOW LOWE'S COS INC | Consumer discretionary | 37.0K | $8.7M | 0.3% | -0.9% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 25.3K | $8.7M | 0.3% | -0.6% |
| LH LABCORP HOLDINGS INC | Healthcare | 29.6K | $7.9M | 0.3% | -5.3% |
| CSCO CISCO SYSTEMS INC | Technology | 99.4K | $7.7M | 0.3% | +1.5% |
| CW CURTISS-WRIGHT CORP | Industrials | 10.4K | $7.1M | 0.2% | +1.5% |
| LIN LINDE PLC | Materials | 14.1K | $7.0M | 0.2% | +1.0% |
| KMB KIMBERLY-CLARK CORP | Other | 72.2K | $7.0M | 0.2% | -5.5% |
| GD GENERAL DYNAMICS CORP | Industrials | 19.6K | $6.7M | 0.2% | +0.2% |
| ROST ROSS STORES INC | Consumer discretionary | 30.9K | $6.7M | 0.2% | -2.2% |
| MRK MERCK & CO. INC. | Healthcare | 53.7K | $6.5M | 0.2% | -0.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 393 | $3.01B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 394 | $3.12B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 383 | $3.11B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 6, 2025 | 378 | $2.98B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 362 | $2.78B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 367 | $2.90B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 6, 2024 | 373 | $2.95B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 29, 2024 | 367 | $2.79B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 7, 2024 | 376 | $2.71B | canonical | SEC ↗ |
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