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KCM INVESTMENT ADVISORS LLC

Q4 2025 13F Holdings

  • Location
    greenbrae, CA
  • Num holdings

    394

  • Value ($000)

    $3,118,920

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001109228
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$234.24M
8 %

861,620

X
XLK

SELECT SECTOR SPDR TR

STATE STREET TEC
81369Y803
$193.42M
6 %

1,343,491

M
MSFT

MICROSOFT CORP

COM
594918104
$144.35M
5 %

298,472

C
COST

COSTCO WHSL CORP NEW

COM
22160K105
$99.12M
3 %

114,938

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$85.27M
3 %

272,422

A
AMZN

AMAZON COM INC

COM
023135106
$77.06M
3 %

333,864

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$70.66M
2 %

219,296

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$68.72M
2 %

368,450

W
WMT

WALMART INC

COM
931142103
$62.91M
2 %

564,680

X
XLC

SELECT SECTOR SPDR TR

STATE STREET COM
81369Y852
$62.74M
2 %

532,986

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