KCM INVESTMENT ADVISORS LLC
SEC Form 13F institutional filer · CIK 0001109228
13F-HR · 252 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$2.63B
Top-10 concentration
38.8%
KCM INVESTMENT ADVISORS LLC — $2.63B AUM allocation strategy
KCM INVESTMENT ADVISORS LLC files SEC Form 13F and reports $2.63B of long US equity value across 252 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 14.6%, followed by Consumer Staples 6.9% and Communication Services 4.5%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
KCM INVESTMENT ADVISORS LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.63B
total across 252 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLU +21.1K sh · +$1.86M+$XLI +16.8K sh · +$4.42M+$XLF +16.3K sh · −$3.75M
Biggest trims (shares)
−$OMC −36.7K sh · −$3.08M−$XLC −35K sh · −$7.54M−$AAPL −21.8K sh · −$21.1M
Exited to nil (held last quarter, gone now)
$FICO ($387K last qtr)$WDAY ($295K last qtr)$IR ($246K last qtr)$EW ($215K last qtr)$VEEV ($210K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals8.1%—
- Consumer Staples Merchandise Retail6.9%—
- Interactive Media & Services4.5%—
- Systems Software4.1%—
- Broadline Retail2.6%—
- Diversified Banks2.5%—
- Integrated Oil & Gas2.5%—
- Semiconductors2.4%—
- Other holdings66.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 840K | $213M | -21.8K | 8.1% |
| $COST | Costco Wholesale Corporation | 112K | $112M | -2.55K | 4.3% |
| $MSFT | Microsoft Corporation | 289K | $107M | -9K | 4.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 270K | $77.7M | -2.08K | 3.0% |
| $WMT | Walmart Inc | 557K | $69.3M | -7.32K | 2.6% |
| $AMZN | Amazon.com Inc | 329K | $68.5M | -4.76K | 2.6% |
| $JPM | JP Morgan Chase & Co | 225K | $66.1M | +5.46K | 2.5% |
| $CVX | Chevron Corporation | 315K | $65.1M | +634 | 2.5% |
| $NVDA | NVIDIA Corporation | 370K | $64.5M | +1.62K | 2.4% |
…and 243 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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