StockDriftsStockDriftsTop 50 Kcm Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 7.67% | 1.36M | $258.3M | +0.54%(+7.25K) | $31.60(+503.74%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.14% | 830.6K | $240.3M | -1.09%(-9.18K) | $25.08(+1116.95%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.24% | 292.3K | $109.0M | +0.97%(+2.81K) | $57.68(+761.51%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.09% | 111.3K | $104.1M | -1.00%(-1.12K) | $97.48(+886.72%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.84% | 267.8K | $95.7M | -0.95%(-2.56K) | $50.55(+585.23%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.34% | 330.2K | $78.7M | +0.33%(+1.09K) | $85.05(+211.73%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.22% | 372.9K | $74.6M | +0.75%(+2.79K) | $17.63(+1177.81%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.21% | 227.5K | $74.5M | +1.24%(+2.79K) | $125.93(+188.33%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 2.19% | 617.5K | $73.8M | +1.04%(+6.37K) | $39.45(+211.74%) | 2026-06-30 | |
| WMT | WALMART INC | 1.87% | 556.9K | $63.1M | -0.08%(-451) | $32.93(+251.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.71% | +58.96% | +10.48% | +64.59% |
| Top 20 Holdings Unweighted | +15.38% | +53.60% | +8.92% | +53.28% |
Kcm Investment Advisors LLC reports $3.37B in US-listed equity holdings across 400 positions in its most recent 13F filing. Its largest disclosed positions are XLK (7.7%), AAPL (7.1%) and MSFT (3.2%). The top 20 holdings account for 50.35% of reported assets. Its disclosed equity book has returned +58.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kcm Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1109228). View Kcm Investment Advisors LLC’s 13F filings on SEC