Q2 2026 13F · SEC CIK 1109228

Kcm Investment Advisors LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.4B
Reported positions: 400
Top holdings a year, 3 yrs: +18.4%
Assets under management: $6.0B

Kcm Investment Advisors LLC is a wealth manager that reported 400 positions worth $3.4B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were State Street Technology Select Sector Sp (XLK, 7.7%), Apple Inc (AAPL, 7.1%), Microsoft Corp (MSFT, 3.2%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 20.4% for the S&P 500.

Kcm Investment Advisors LLC holdings largest 50 of 400 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kcm Investment Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
XLKState Street Technology Select Sector Sp	7.7%	5.9%	1,355,853	+0.5%	$258.3M
AAPLApple Inc	7.1%	7.1%	830,626	-1.1%	$240.3M
MSFTMicrosoft Corp	3.2%	3.6%	292,283	+1.0%	$109.0M
COSTCostco Whsl Corp New	3.1%	3.7%	111,264	-1.0%	$104.1M
GOOGLAlphabet Inc	2.8%	2.6%	267,785	-0.9%	$95.7M
AMZNAmazon Com Inc Com	2.3%	2.3%	330,195	+0.3%	$78.7M
NVDANvidia Corporation Com	2.2%	2.1%	372,859	+0.8%	$74.6M
JPMJpmorgan Chase & Co	2.2%	2.2%	227,545	+1.2%	$74.5M
VGTVanguard Info Tech	2.2%	1.8%	617,483	+708.3%	$73.8M
WMTWalmart Inc	1.9%	2.3%	556,905	-0.1%	$63.1M
XLYConsumer Discretionary Select S	1.8%	1.8%	526,859	+6.2%	$61.8M
XLVSelect Sector Spdr Tr	1.6%	1.6%	349,376	+7.0%	$55.4M
XLCSelect Sector Spdr Tr	1.6%	1.8%	505,901	+1.6%	$54.2M
CATCaterpillar Inc Com	1.6%	1.2%	49,787	+1.0%	$53.0M
CVXChevron Corp New	1.5%	2.2%	312,016	-0.8%	$51.7M
VVisa Inc Com Cl A	1.5%	1.5%	150,051	-0.9%	$51.5M
GOOGAlphabet Inc	1.5%	1.4%	144,364	-1.0%	$51.0M
XLISelect Sector Spdr Tr	1.5%	1.5%	263,844	-3.6%	$48.9M
HDHome Depot Inc Com	1.4%	1.5%	135,391	-0.9%	$47.7M
JNJJohnson & Johnson	1.4%	1.5%	187,862	+0.8%	$47.7M
XLFSelect Sector Spdr Tr	1.4%	1.4%	868,463	+1.0%	$46.6M
VOXVanguard World Fd	1.4%	1.5%	252,428	+1.8%	$46.4M
TTTrane Technologies PLC	1.4%	1.3%	94,156	-0.4%	$46.2M
KLACKla Corp	1.3%	0.7%	142,507	+859.9%	$43.0M
QQQInvesco Qqq Tr	1.3%	1.1%	58,141	-1.7%	$42.8M
WMWaste Mgmt Inc Del	1.2%	1.4%	182,200	-1.5%	$40.6M
VTIVanguard Index Fds	1.1%	1.1%	102,977	-1.3%	$38.1M
VCRVanguard World Fd	1.1%	1.0%	89,699	+3.7%	$35.6M
XLPState Street Consumer Staples Select Sec	1.0%	1.1%	424,290	+4.0%	$35.2M
XLEState Street Energy Select Sector Spdr E	1.0%	1.3%	645,182	-0.2%	$34.3M
ADPAutomatic Data Processing Inc Com	0.9%	1.0%	142,303	-3.1%	$31.9M
AMGNAmgen Inc Com	0.9%	1.0%	87,850	+0.7%	$31.8M
VISVanguard World Fd	0.9%	0.9%	86,620	-0.2%	$31.2M
AMATApplied Matls Inc	0.9%	0.5%	42,903	-1.5%	$31.0M
NEENextera Energy Inc Com	0.9%	1.1%	349,649	-1.1%	$30.7M
LLYLilly Eli & Co	0.9%	0.7%	24,625	+1.7%	$29.5M
VRTVertiv Holdings Co	0.8%	0.7%	84,860	-0.2%	$28.4M
SPYSpdr S&p 500 ETF Tr	0.8%	0.8%	37,737	+1.2%	$28.2M
VFHVanguard Financials ETF	0.8%	0.8%	200,509	+3.6%	$26.4M
PGProcter & Gamble Co Com	0.7%	0.8%	170,753	-2.6%	$25.0M
BXBlackstone Inc Com	0.7%	0.8%	205,546	-1.8%	$24.2M
AVGOBroadcom Inc	0.7%	0.6%	61,642	-0.7%	$23.3M
CSLCarlisle Cos Inc	0.6%	0.6%	57,619	-1.3%	$20.9M
SOXXIshares Semiconductor ETF	0.6%	—	31,825	—	$20.4M
ABBVAbbvie Inc	0.6%	0.6%	76,198	-0.8%	$19.2M
ECLEcolab Inc	0.6%	0.6%	67,740	-0.3%	$18.9M
BACBank of Amer Corp	0.5%	0.5%	314,395	-1.7%	$17.9M
VHTVanguard Health Care ETF	0.5%	0.5%	57,047	+6.4%	$17.1M
MCDMcdonalds Corp Com	0.5%	0.8%	60,362	-20.4%	$16.3M
SMHVaneck Semiconductor ETF	0.5%	—	24,728	—	$16.2M

What Kcm Investment Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.3% /yr; S&P 500 +20.1%
3 years: +18.4% /yr; S&P 500 +20.4%
5 years: +10.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.4B	400
Q1 2026	$3.0B	393
Q4 2025	$3.1B	394
Q3 2025	$3.1B	383
Q2 2025	$3.0B	378
Q1 2025	$2.8B	362
Q4 2024	$2.9B	367
Q3 2024	$3.0B	373
Q2 2024	$2.8B	367
Q1 2024	$2.7B	376
Q4 2023	$2.5B	365
Q3 2023	$2.3B	365

Questions about Kcm Investment Advisors LLC's portfolio

What stocks does Kcm Investment Advisors LLC own?

Kcm Investment Advisors LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 400 positions worth $3.4B. The largest are State Street Technology Select Sector Sp (XLK) at 7.7%, Apple Inc (AAPL) at 7.1%, Microsoft Corp (MSFT) at 3.2%, Costco Whsl Corp New (COST) at 3.1% and Alphabet Inc (GOOGL) at 2.8%.

What did Kcm Investment Advisors LLC buy last quarter?

In Q2 2026, Kcm Investment Advisors LLC added Kla Corp (KLAC) (+859.9% shares), Vanguard Info Tech (VGT) (+708.3% shares) and Select Sector Spdr Tr (XLV) (+7.0% shares), compared with its Q1 2026 filing.

What did Kcm Investment Advisors LLC sell last quarter?

In Q2 2026, Kcm Investment Advisors LLC cut from its top 50 Southern Copper Corp (SCCO), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B) and Mcdonalds Corp Com (MCD) (-20.4% shares), compared with its Q1 2026 filing.

How has Kcm Investment Advisors LLC's portfolio performed?

A portfolio copying Kcm Investment Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.3% against +20.1%. Over 5 years: +10.5% a year against +11.6%.

When is Kcm Investment Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kcm Investment Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kcm Investment Advisors LLC manage?

Kcm Investment Advisors LLC reported $6.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.4B.