KCM INVESTMENT ADVISORS LLC
CIK 1109228
13F filing for Q2 2026・No. 1,194
- Holdings
- US$3.37B
- Quarter change
- +US$354.26M
- Entries
- 400
- Net bought (estimate)
- −US$13.16M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 29
- Sold out 22
- Cut 198
- Added 107
- Corporate actions 2
- Unchanged 66
Largest holdings
400 stocks worth US$3.37B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SELECT SECTOR SPDR TRST STR TECHN ETF | Added | 1,355,853 | US$258.32M | 7.67% |
| AAPLAppleCOM | Cut | 830,626 | US$240.35M | 7.14% |
| MSFTMicrosoftCOM | Added | 292,283 | US$109.03M | 3.24% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Cut | 111,264 | US$104.08M | 3.09% |
| GOOGLAlphabetCAP STK CL A | Cut | 267,785 | US$95.7M | 2.84% |
| AMZNAmazonCOM | Added | 330,195 | US$78.7M | 2.34% |
| NVDANvidiaCOM | Added | 372,859 | US$74.61M | 2.22% |
| JPMJPMORGAN CHASE & COCOM | Added | 227,545 | US$74.48M | 2.21% |
| VANGUARD WORLD FDINF TECH ETF | AddedSplit 8:1 | 617,483 | US$73.8M | 2.19% |
| WMTWALMART INCCOM | Cut | 556,905 | US$63.08M | 1.87% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.