KCM Investment Advisors LLC holds a diversified book of 400 stocks worth $3.4B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Apple Inc. Their largest long position is SS Technology Select Sector at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
63% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as KCM Investment Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $702.6B |
| MORGAN STANLEY | 80 / 80 | $573.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $537.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $393.3B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $263.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $212.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $174.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $167.9B |
Ranked by how many of KCM Investment Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Select Sector SPDR TR ST STR TECHN ETF | $258.3M | 1.36M | 7.7% | ▲+0.5% Added · +7K sh | |
| 2 | Apple Inc COM | $240.3M | 830.6K | 7.1% | ▼−1.1% Reduced · −9K sh | |
| 3 | Microsoft Corp COM | $109.0M | 292.3K | 3.2% | ▲+1.0% Added · +3K sh | |
| 4 | Costco Wholesale Corporation COM | $104.1M | 111.3K | 3.1% | ▼−1.0% Reduced · −1K sh | |
| 5 | Alphabet Inc CAP STK CL A | $95.7M | 267.8K | 2.8% | ▼−0.9% Reduced · −3K sh | |
| 6 | Amazon Com Inc COM | $78.7M | 330.2K | 2.3% | ▲+0.3% Added · +1K sh | |
| 7 | Nvidia Corporation COM | $74.6M | 372.9K | 2.2% | ▲+0.8% Added · +3K sh | |
| 8 | JPMorgan Chase & Co COM | $74.5M | 227.5K | 2.2% | ▲+1.2% Added · +3K sh | |
| 9 | Vanguard World FD INF TECH ETF | $73.8M | 617.5K | 2.2% | ▲+708% Added · +541K sh | |
| 10 | Walmart Inc COM | $63.1M | 556.9K | 1.9% | ▼−0.1% Reduced · −451 sh | |
| 11 | Select Sector SPDR TR ST STR DISCR ETF | $61.8M | 526.9K | 1.8% | ▲+6.2% Added · +31K sh | |
| 12 | Select Sector SPDR TR ST STR CARE ETF | $55.4M | 349.4K | 1.6% | ▲+7.0% Added · +23K sh | |
| 13 | Select Sector SPDR TR ST STR SVC ETF | $54.2M | 505.9K | 1.6% | ▲+1.6% Added · +8K sh | |
| 14 | Caterpillar Inc COM | $53.0M | 49.8K | 1.6% | ▲+1.0% Added · +512 sh | |
| 15 | Chevron Corporation COM | $51.7M | 312.0K | 1.5% | ▼−0.8% Reduced · −3K sh | |
| 16 | Visa Inc COM CL A | $51.5M | 150.1K | 1.5% | ▼−0.9% Reduced · −1K sh | |
| 17 | Alphabet Inc CAP STK CL C | $51.0M | 144.4K | 1.5% | ▼−1.0% Reduced · −1K sh | |
| 18 | Select Sector SPDR TR ST STR INDL ETF | $48.9M | 263.8K | 1.5% | ▼−3.6% Reduced · −10K sh | |
| 19 | Home Depot Inc COM | $47.7M | 135.4K | 1.4% | ▼−0.9% Reduced · −1K sh | |
| 20 | Johnson & Johnson COM | $47.7M | 187.9K | 1.4% | ▲+0.8% Added · +2K sh | |
| 21 | Select Sector SPDR TR ST STR FINL ETF | $46.6M | 868.5K | 1.4% | ▲+1.0% Added · +8K sh | |
| 22 | Vanguard World FD COMM SRVC ETF | $46.4M | 252.4K | 1.4% | ▲+1.8% Added · +4K sh | |
| 23 | Trane Technologies PLC SHS | $46.2M | 94.2K | 1.4% | ▼−0.4% Reduced · −423 sh | |
| 24 | Kla Corp COM NEW | $43.0M | 142.5K | 1.3% | ▲+860% Added · +128K sh | |
| 25 | Invesco QQQ TR UNIT SER 1 | $42.8M | 58.1K | 1.3% | ▼−1.7% Reduced · −983 sh | |
| 26 | Waste Mgmt Inc Del COM | $40.6M | 182.2K | 1.2% | ▼−1.5% Reduced · −3K sh | |
| 27 | Vanguard Index FDS TOTAL STK MKT | $38.1M | 103.0K | 1.1% | ▼−1.3% Reduced · −1K sh | |
| 28 | Vanguard World FD CONSUM DIS ETF | $35.6M | 89.7K | 1.1% | ▲+3.7% Added · +3K sh | |
| 29 | Select Sector SPDR TR ST STR STAPL ETF | $35.2M | 424.3K | 1.0% | ▲+4.0% Added · +16K sh | |
| 30 | Select Sector SPDR TR ST STR ENERG ETF | $34.3M | 645.2K | 1.0% | ▼−0.2% Reduced · −1K sh | |
| 31 | Automatic Data Processing In COM | $31.9M | 142.3K | 0.9% | ▼−3.1% Reduced · −5K sh | |
| 32 | Amgen Inc COM | $31.8M | 87.8K | 0.9% | ▲+0.7% Added · +599 sh | |
| 33 | Vanguard World FD INDUSTRIAL ETF | $31.2M | 86.6K | 0.9% | ▼−0.2% Reduced · −213 sh | |
| 34 | Applied Matls Inc COM | $31.0M | 42.9K | 0.9% | ▼−1.5% Reduced · −642 sh | |
| 35 | NextEra Energy Inc COM | $30.7M | 349.6K | 0.9% | ▼−1.1% Reduced · −4K sh | |
| 36 | Eli Lilly & Co COM | $29.5M | 24.6K | 0.9% | ▲+1.7% Added · +406 sh | |
| 37 | Vertiv Holdings Co COM CL A | $28.4M | 84.9K | 0.8% | ▼−0.2% Reduced · −149 sh | |
| 38 | State STR SPDR S&P 500 ETF T TR UNIT | $28.2M | 37.7K | 0.8% | ▲+1.2% Added · +462 sh | |
| 39 | Vanguard World FD FINANCIALS ETF | $26.4M | 200.5K | 0.8% | ▲+3.6% Added · +7K sh | |
| 40 | Procter & Gamble Co COM | $25.0M | 170.8K | 0.7% | ▼−2.6% Reduced · −5K sh | |
| 41 | Blackstone Inc COM | $24.2M | 205.5K | 0.7% | ▼−1.8% Reduced · −4K sh | |
| 42 | Broadcom Inc COM | $23.3M | 61.6K | 0.7% | ▼−0.7% Reduced · −416 sh | |
| 43 | Carlisle Cos Inc COM | $20.9M | 57.6K | 0.6% | ▼−1.3% Reduced · −775 sh | |
| 44 | Ishares TR ISHARES SEMICDTR | $20.4M | 31.8K | 0.6% | ▼−11% Reduced · −4K sh | |
| 45 | Abbvie Inc COM | $19.2M | 76.2K | 0.6% | ▼−0.8% Reduced · −593 sh | |
| 46 | Ecolab Inc COM | $18.9M | 67.7K | 0.6% | ▼−0.3% Reduced · −197 sh | |
| 47 | Bank Of Amer Corp COM | $17.9M | 314.4K | 0.5% | ▼−1.7% Reduced · −6K sh | |
| 48 | Vanguard World FD HEALTH CAR ETF | $17.1M | 57.0K | 0.5% | ▲+6.4% Added · +3K sh | |
| 49 | McDonalds Corp COM | $16.3M | 60.4K | 0.5% | ▼−20% Reduced · −15K sh | |
| 50 | Vaneck ETF Trust SEMICONDUCTR ETF | $16.2M | 24.7K | 0.5% | ▲+10% Added · +2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1109228/holdings"
Use Arkolith to show KCM INVESTMENT ADVISORS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 400 | $3.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 393 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 394 | $3.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 383 | $3.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 378 | $3.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 362 | $2.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 367 | $2.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 373 | $3.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 29, 2024 | 367 | $2.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 376 | $2.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 365 | $2.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 365 | $2.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 378 | $2.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 406 | $2.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 31, 2023 | 388 | $2.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 377 | $2.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 384 | $2.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 409 | $2.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 419 | $2.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 394 | $2.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Oct 21, 2021 | 388 | $2.5B | 13F-HR/A |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 367 | $2.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 19, 2021 | 354 | $2.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.