KCM Investment Advisors LLC reported 284 positions worth $2.14B for the quarter ended Sep 30, 2026, down 0.1% on the prior quarter. It opened 18 new positions, added to 63, trimmed 153 and exited 9. Its largest holding is Apple Inc. at 12.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| FCX Freeport-Mcmoran Inc | +80.1K | +127.7% | $5.61M | 0.468% |
| XOM ExxonMobil Holdings Corp | +33.0K | – | $5.38M | 0.252% |
| NVDA Nvidia Corp | +11.3K | +3.0% | $2.58M | 4.11% |
| MRNA Moderna, Inc. | +6,299 | – | $1.21M | 0.057% |
| ETN Eaton Corp plc | +2,535 | +14.7% | $1.09M | 0.399% |
| TT Trane Technologies plc | +2,267 | +2.4% | $1.02M | 2.04% |
| BE Bloom Energy Corp | +3,240 | – | $897.42K | 0.042% |
| GEV GE Vernova Inc. | +841 | +54.2% | $799.40K | 0.106% |
| ORCL Oracle Corp | +4,977 | +18.8% | $683.34K | 0.202% |
| BTC Grayscale Bitcoin Mini Trust ETF | +18.4K | – | $678.03K | 0.032% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| KLAC Kla Corp | -40.7K | -28.5% | $7.93M | 0.93% |
| LIN Linde Plc | -10.4K | -75.0% | $4.95M | 0.077% |
| MSFT Microsoft Corp | -7,885 | -2.7% | $4.04M | 6.83% |
| AAPL Apple Inc. | -11.6K | -1.4% | $3.87M | 12.77% |
| CORT Corcept Therapeutics Inc | -17.6K | -42.7% | $2.03M | 0.128% |
| ACN Accenture plc | -7,260 | -41.1% | $1.33M | 0.09% |
| AMAT Applied Materials Inc | -2,370 | -5.5% | $1.21M | 0.971% |
| CAT Caterpillar Inc | -1,304 | -2.6% | $1.06M | 1.84% |
| ECHO EchoStar CORP | -9,575 | -100.0% | $971.86K | Exited |
| PLD Prologis, Inc. | -6,849 | -31.9% | $889.25K | 0.089% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +33.0K | $5.38M | 0.252% |
| MRNA Moderna, Inc. | +6,299 | $1.21M | 0.057% |
| BE Bloom Energy Corp | +3,240 | $897.42K | 0.042% |
| BTC Grayscale Bitcoin Mini Trust ETF | +18.4K | $678.03K | 0.032% |
| SU Suncor Energy Inc | +8,424 | $571.74K | 0.027% |
| PHYS Sprott Physical Gold Trust | +13.1K | $410.20K | 0.019% |
| PLTR Palantir Technologies Inc. | +2,117 | $396.08K | 0.019% |
| NTAP NetApp, Inc. | +1,489 | $312.81K | 0.015% |
| PCAR Paccar Inc | +2,699 | $296.38K | 0.014% |
| CRSP CRISPR Therapeutics AG | +4,927 | $272.56K | 0.013% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ECHO EchoStar CORP | -9,575 | $971.86K | 0.045% |
| CSX Csx Corp | -6,949 | $330.29K | 0.015% |
| EQT EQT Corp | -6,036 | $320.93K | 0.015% |
| NRG Nrg Energy, Inc. | -2,109 | $308.04K | 0.014% |
| INTU Intuit Inc. | -1,005 | $262.21K | 0.012% |
| PAYX Paychex Inc | -2,380 | $234.03K | 0.011% |
| DAL Delta Air Lines, Inc. | -2,255 | $211.20K | <0.01% |
| PWR Quanta Services, Inc. | -291 | $209.53K | <0.01% |
| AON Aon plc | -618 | $204.98K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 819.0K | $272.74M | 12.77% | -11.6K | -1.4% | Reduced | 0.01% |
| 2 | MSFT Microsoft Corp | Technology | 284.4K | $145.87M | 6.83% | -7,885 | -2.7% | Reduced | 0% |
| 3 | COST Costco Wholesale Corp | Consumer Staples | 110.7K | $100.76M | 4.72% | -577 | -0.5% | Reduced | 0.02% |
| 4 | GOOGL Alphabet Inc. | Technology | 266.8K | $91.81M | 4.3% | -952 | -0.4% | Reduced | 0% |
| 5 | NVDA Nvidia Corp | Technology | 384.2K | $87.74M | 4.11% | +11.3K | +3.0% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 329.7K | $82.14M | 3.85% | -521 | -0.2% | Reduced | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 226.0K | $74.78M | 3.5% | -1,508 | -0.7% | Reduced | 0.01% |
| 8 | CVX Chevron Corp | Energy | 310.9K | $63.48M | 2.97% | -1,146 | -0.4% | Reduced | 0.02% |
| 9 | WMT Walmart Inc. | Consumer Staples | 552.0K | $57.37M | 2.69% | -4,893 | -0.9% | Reduced | 0.01% |
| 10 | V Visa Inc. | Financial Services | 149.1K | $53.58M | 2.51% | -948 | -0.6% | Reduced | 0.01% |
| 11 | JNJ Johnson & Johnson | Healthcare | 186.8K | $49.46M | 2.32% | -1,055 | -0.6% | Reduced | 0.01% |
| 12 | GOOG Alphabet Inc. | Technology | 143.1K | $48.77M | 2.28% | -1,221 | -0.8% | Reduced | 0% |
| 13 | TT Trane Technologies plc | Industrials | 96.4K | $43.58M | 2.04% | +2,267 | +2.4% | Added | 0.04% |
| 14 | CAT Caterpillar Inc | Industrials | 48.5K | $39.31M | 1.84% | -1,304 | -2.6% | Reduced | 0.01% |
| 15 | HD Home Depot, Inc. | Consumer Discretionary | 134.0K | $38.13M | 1.79% | -1,375 | -1.0% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Kcm Investment Advisors.
As of its Q3 2026 13F filing, KCM Investment Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 12.8%, Microsoft Corp (MSFT) at 6.8%, Costco Wholesale Corp (COST) at 4.7%, Alphabet Inc. (GOOGL) at 4.3%, Nvidia Corp (NVDA) at 4.1% of the reported portfolio.
KCM Investment Advisors LLC reported a 13F portfolio worth $2.14B across 284 positions for Q3 2026. That is down 0.1% from the previous quarter.
Its largest purchases by value were Freeport-Mcmoran Inc ($5.61M), ExxonMobil Holdings Corp ($5.38M), Nvidia Corp ($2.58M). It opened 18 new positions.
Its largest sales by value were Kla Corp ($7.93M), Linde Plc ($4.95M), Microsoft Corp ($4.04M). It exited 9 positions entirely.
From the Form 13F-HR reports KCM Investment Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.