KCM Investment Advisors LLC holds a diversified book of 393 stocks worth $3.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Liberty Broadband-A and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the equity book.
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.
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.
65% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $213.1M | 839.8K | 7.1% | ▼−2.5% Reduced · −22K sh | |
| 2 | Select Sector SPDR TR STATE STREET TEC | $179.2M | 1.35M | 5.9% | ▲+0.4% Added · +5K sh | |
| 3 | Costco Wholesale Corporation COM | $112.0M | 112.4K | 3.7% | ▼−2.2% Reduced · −3K sh | |
| 4 | Microsoft Corp COM | $107.2M | 289.5K | 3.6% | ▼−3.0% Reduced · −9K sh | |
| 5 | Alphabet Inc CAP STK CL A | $77.7M | 270.3K | 2.6% | ▼−0.8% Reduced · −2K sh | |
| 6 | Walmart Inc COM | $69.3M | 557.4K | 2.3% | ▼−1.3% Reduced · −7K sh | |
| 7 | Amazon Com Inc COM | $68.5M | 329.1K | 2.3% | ▼−1.4% Reduced · −5K sh | |
| 8 | JPMorgan Chase & Co COM | $66.1M | 224.8K | 2.2% | ▲+2.5% Added · +5K sh | |
| 9 | Chevron Corporation COM | $65.1M | 314.6K | 2.2% | ▲+0.2% Added · +634 sh | |
| 10 | Nvidia Corporation COM | $64.5M | 370.1K | 2.1% | ▲+0.4% Added · +2K sh | |
| 11 | Select Sector SPDR TR STATE STREET COM | $55.2M | 498.0K | 1.8% | ▼−6.6% Reduced · −35K sh | |
| 12 | Select Sector SPDR TR STATE STREET CON | $54.1M | 496.2K | 1.8% | ▲+1.5% Added · +7K sh | |
| 13 | Vanguard World FD INF TECH ETF | $53.3M | 76.4K | 1.8% | ▼−6.7% Reduced · −6K sh | |
| 14 | Select Sector SPDR TR STATE STREET HEA | $47.9M | 326.6K | 1.6% | ▼−1.4% Reduced · −5K sh | |
| 15 | Visa Inc COM CL A | $45.8M | 151.4K | 1.5% | ▼−0.2% Reduced · −277 sh | |
| 16 | Johnson & Johnson COM | $45.5M | 186.3K | 1.5% | ▼−1.3% Reduced · −3K sh | |
| 17 | Home Depot Inc COM | $44.9M | 136.6K | 1.5% | ▼−0.5% Reduced · −658 sh | |
| 18 | Vanguard World FD COMM SRVC ETF | $44.6M | 248.0K | 1.5% | ▼−8.5% Reduced · −23K sh | |
| 19 | Select Sector SPDR TR STATE STREET IND | $44.3M | 273.7K | 1.5% | ▲+6.5% Added · +17K sh | |
| 20 | Waste Mgmt Inc Del COM | $42.5M | 185.1K | 1.4% | ▼−2.4% Reduced · −5K sh | |
| 21 | Select Sector SPDR TR STATE STREET FIN | $42.5M | 860.0K | 1.4% | ▲+1.9% Added · +16K sh | |
| 22 | Alphabet Inc CAP STK CL C | $41.8M | 145.8K | 1.4% | ▼−1.5% Reduced · −2K sh | |
| 23 | Select Sector SPDR TR STATE STREET ENE | $39.6M | 646.5K | 1.3% | ▼−1.7% Reduced · −11K sh | |
| 24 | Trane Technologies PLC SHS | $39.4M | 94.6K | 1.3% | ▼−2.2% Reduced · −2K sh | |
| 25 | Caterpillar Inc COM | $34.9M | 49.3K | 1.2% | ▼−0.7% Reduced · −344 sh | |
| 26 | Invesco QQQ TR UNIT SER 1 | $34.1M | 59.1K | 1.1% | ▲+0.7% Added · +399 sh | |
| 27 | Vanguard Index FDS TOTAL STK MKT | $33.5M | 104.3K | 1.1% | ▼~0% Reduced · −34 sh | |
| 28 | Select Sector SPDR TR STATE STREET CON | $33.4M | 407.8K | 1.1% | ▼−0.5% Reduced · −2K sh | |
| 29 | NextEra Energy Inc COM | $32.8M | 353.6K | 1.1% | ▼−2.1% Reduced · −7K sh | |
| 30 | Vanguard World FD CONSUM DIS ETF | $31.1M | 86.5K | 1.0% | ▲+0.2% Added · +203 sh | |
| 31 | Amgen Inc COM | $30.7M | 87.3K | 1.0% | ▼−0.3% Reduced · −270 sh | |
| 32 | Automatic Data Processing In COM | $29.8M | 146.9K | 1.0% | ▼−13% Reduced · −22K sh | |
| 33 | Vanguard World FD INDUSTRIAL ETF | $27.1M | 86.8K | 0.9% | ▲+0.2% Added · +186 sh | |
| 34 | Procter & Gamble Co COM | $25.3M | 175.3K | 0.8% | ▼−3.9% Reduced · −7K sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $24.2M | 37.3K | 0.8% | ▼−16% Reduced · −7K sh | |
| 36 | Blackstone Inc COM | $24.1M | 209.2K | 0.8% | ▼−1.5% Reduced · −3K sh | |
| 37 | McDonalds Corp COM | $23.6M | 75.8K | 0.8% | ▼−0.5% Reduced · −407 sh | |
| 38 | Vanguard World FD FINANCIALS ETF | $23.4M | 193.5K | 0.8% | ▼−4.7% Reduced · −10K sh | |
| 39 | Eli Lilly & Co COM | $22.3M | 24.2K | 0.7% | ▼−3.2% Reduced · −807 sh | |
| 40 | Kla Corp COM NEW | $21.9M | 14.8K | 0.7% | ▼−1.6% Reduced · −242 sh | |
| 41 | Vertiv Holdings Co COM CL A | $21.3M | 85.0K | 0.7% | ▼−1.6% Reduced · −1K sh | |
| 42 | Carlisle Cos Inc COM | $19.5M | 58.4K | 0.6% | ▼−0.1% Reduced · −40 sh | |
| 43 | Broadcom Inc COM | $19.2M | 62.1K | 0.6% | ▲+4.4% Added · +3K sh | |
| 44 | Ecolab Inc COM | $18.1M | 67.9K | 0.6% | ▼−3.9% Reduced · −3K sh | |
| 45 | Abbvie Inc COM | $16.7M | 76.8K | 0.6% | ▲+0.7% Added · +559 sh | |
| 46 | Bank America Corp COM | $15.6M | 320.0K | 0.5% | ▼−4.5% Reduced · −15K sh | |
| 47 | Applied Matls Inc COM | $14.9M | 43.5K | 0.5% | ▼−2.3% Reduced · −1K sh | |
| 48 | Southern Copper Corp COM | $14.8M | 86.1K | 0.5% | ▲+7.4% Added · +6K sh | |
| 49 | Vanguard World FD HEALTH CAR ETF | $14.6M | 53.6K | 0.5% | ▼−3.2% Reduced · −2K sh | |
| 50 | Berkshire Hathaway Inc Del CL B NEW | $14.0M | 29.1K | 0.5% | ▲+2.8% Added · +781 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 317 | $1.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.