Kcm Investment Advisors LLC

Kcm Investment Advisors LLC reported 400 holdings worth US$3.37B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Kcm Investment Advisors LLC reported 400 holdings worth US$3.37B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).

Holdings
400
Value as reported
US$3.37B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc831KUS$240M7.1%
Alphabet Inc (google) Class C411KUS$147M4.4%
Microsoft Corp.292KUS$109M3.2%
Costco Wholesale Corporation111KUS$104M3.1%
Amazon.com, Inc.330KUS$78.7M2.3%
Nvidia Corporation373KUS$74.6M2.2%
Jp Morgan Chase & Co.228KUS$74.5M2.2%
Walmart Inc.557KUS$63.1M1.9%
Caterpillar, Inc.49,787US$53M1.6%
Chevron Corporation312KUS$51.7M1.5%
Visa Inc.150KUS$51.5M1.5%
Home Depot, Inc. (the)135KUS$47.7M1.4%
Johnson & Johnson188KUS$47.7M1.4%
Kla Corporation143KUS$43M1.3%
Waste Management, Inc.182KUS$40.6M1.2%
Automatic Data Processing, Inc.142KUS$31.9M0.95%
Amgen Inc.87,850US$31.8M0.94%
Applied Materials, Inc.42,903US$31M0.92%
Nextera Energy, Inc.350KUS$30.7M0.91%
Eli Lilly And Company24,625US$29.5M0.88%
Vertiv Holdings, Llc84,860US$28.4M0.84%
Procter & Gamble Company (the)171KUS$25M0.74%
Blackstone Inc.206KUS$24.2M0.72%
Broadcom Inc.61,642US$23.3M0.69%
Carlisle Companies Incorporated57,619US$20.9M0.62%
Bank Of America Corporation366KUS$20.8M0.62%
Abbvie Inc.76,198US$19.2M0.57%
Ecolab Inc.67,740US$18.9M0.56%
Mcdonald's Corporation60,362US$16.3M0.48%
Southern Copper Corporation89,316US$15.6M0.46%
Wells Fargo & Company188KUS$15.5M0.46%
Berkshire Hathaway Inc.29,758US$14.9M0.44%
Danaher Corporation63,047US$12M0.36%
Air Products And Chemicals, Inc.39,421US$11.6M0.34%
Realty Income Corporation185KUS$11.5M0.34%
Corning Incorporated44,786US$11.4M0.34%
Cisco Systems, Inc.97,064US$11.4M0.34%
Starbucks Corporation97,016US$9.91M0.29%
Verizon Communications Inc.229KUS$9.68M0.29%
Charles Schwab Corporation (the)93,216US$8.6M0.26%
Labcorp Holdings Inc.29,024US$8.13M0.24%
Curtiss-wright Corporation10,704US$8.11M0.24%
Lowe's Companies, Inc.34,869US$7.69M0.23%
Kimberly-clark Corporation68,619US$7.53M0.22%
L3harris Technologies, Inc.25,120US$7.3M0.22%
Abbott Laboratories76,858US$6.97M0.21%
General Dynamics Corporation19,490US$6.9M0.21%
Merck & Company, Inc.53,356US$6.86M0.20%
Goldman Sachs Group, Inc. (the)6,609US$6.68M0.20%
Ross Stores, Inc.30,605US$6.51M0.19%
Fortinet, Inc.41,666US$6.4M0.19%
Qualcomm Incorporated33,159US$6.13M0.18%
Tesla, Inc.13,947US$5.87M0.17%
Lam Research Corporation13,487US$5.84M0.17%
Taiwan Semiconductor Manufacturing Co., Ltd.11,200US$5.35M0.16%
Public Service Enterprise Group Incorporated65,501US$5.32M0.16%
The Travelers Companies, Inc.15,446US$5.1M0.15%
Deere & Company7,969US$5.06M0.15%
Cintas Corporation26,027US$4.43M0.13%
Genuine Parts Company37,014US$4.37M0.13%
Colgate-palmolive Company47,153US$4.32M0.13%
Coca-cola Company (the)52,058US$4.23M0.13%
Freeport-mcmoran, Inc.62,702US$3.94M0.12%
Morgan Stanley18,605US$3.89M0.12%
Oracle Corporation26,471US$3.88M0.12%
Meta Platforms, Inc.6,848US$3.86M0.11%
Cardinal Health, Inc.15,929US$3.78M0.11%
S&p Global Inc.9,221US$3.76M0.11%
Corcept Therapeutics Incorporated41,238US$3.59M0.11%
Autozone, Inc.1,111US$3.55M0.11%
Rtx Corporation18,653US$3.54M0.11%
American Express Company10,402US$3.52M0.10%
Cvs Health Corporation33,595US$3.48M0.10%
Southern Company (the)34,788US$3.33M0.10%
Union Pacific Corporation12,152US$3.31M0.10%
Unitedhealth Group Incorporated7,896US$3.28M0.10%
Allstate Corporation (the)13,236US$3.15M0.09%
Prologis, Inc.21,462US$2.91M0.09%
Nike, Inc.69,184US$2.84M0.08%
Gilead Sciences, Inc.21,638US$2.73M0.08%
Parker-hannifin Corporation2,793US$2.73M0.08%
International Business Machines Corporation9,711US$2.73M0.08%
Boeing Company (the)12,513US$2.71M0.08%
Micron Technology, Inc.2,332US$2.69M0.08%
Iron Mountain Incorporated (delaware)21,311US$2.69M0.08%
Ge Aerospace7,089US$2.65M0.08%
Cadence Design Systems, Inc.7,050US$2.65M0.08%
3m Company16,193US$2.62M0.08%
Clorox Company (the)27,034US$2.58M0.08%
Thermo Fisher Scientific Inc5,125US$2.57M0.08%
Ppl Corporation69,092US$2.51M0.07%
Intel Corporation17,724US$2.47M0.07%
Newmont Corporation26,436US$2.47M0.07%
Nucor Corporation10,217US$2.28M0.07%
Walt Disney Company (the)23,635US$2.27M0.07%
O'reilly Automotive, Inc.24,174US$2.23M0.07%
Booking Holdings Inc. Common Stock12,411US$2.21M0.07%
Tjx Companies, Inc. (the)14,168US$2.15M0.06%
Blackrock, Inc.2,160US$2.08M0.06%
Fedex Corporation6,629US$2.08M0.06%

Every holding of Kcm Investment Advisors LLC

Source

View original at SEC

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