KCM INVESTMENT ADVISORS LLC
Q2 2025 13F Holdings
- Locationgreenbrae, CA
- Num holdings378 
- Value ($000)$2,980,842 
- Date Filed08/06/2025
- Form type13F-HR
- CIK0001109228
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter   
| Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type | 
|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | COM | 037833100 | $180.92 M | 6 % | 881,786 | ||
| XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $176.06 M | 6 % | 695,261 | ||
| MSFT MICROSOFT CORP | COM | 594918104 | $148.94 M | 5 % | 299,432 | ||
| COST COSTCO WHSL CORP NEW | COM | 22160K105 | $114.80 M | 4 % | 115,963 | ||
| XLC SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | $77.87 M | 3 % | 717,482 | ||
| AMZN AMAZON COM INC | COM | 023135106 | $72.89 M | 2 % | 332,233 | ||
| VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $67.00 M | 2 % | 220,458 | ||
| NVDA NVIDIA CORPORATION | COM | 67066G104 | $59.14 M | 2 % | 374,313 | ||
| JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $58.11 M | 2 % | 200,446 | ||
| WMT WALMART INC | COM | 931142103 | $55.67 M | 2 % | 569,305 | 
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