account_balance
Investment manager · 13F filer · SEC CIK 1109228
KCM Investment Advisors LLC
Reported value$3.36Bas of Sep 30, 2026
Positions411 24 new, 13 sold out
Top 10 weight37.6%AAPL alone is 8%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
8.1%
XLKSelect Sector SPDR Tr
7.9%
MSFTMicrosoft Corp
4.3%Trimmed −3%
COSTCostco Wholesale Corp
3.0%
GOOGLAlphabet Inc.
2.7%
NVDANVIDIA Corp
2.6%Added +3%
AMZNAmazon.com Inc
2.4%
VGTVanguard World Fd
2.3%
JPMJPMorgan Chase & Co
2.2%
CVXChevron Corp
1.9%
XLVSelect Sector SPDR Tr
1.7%
WMTWalmart Inc.
1.7%
AAPLApple Inc.
8.1%
XLKSelect Sector SPDR Tr
7.9%
MSFTMicrosoft Corp
4.3%
COSTCostco Wholesale Corp
3.0%
GOOGLAlphabet Inc.
2.7%
NVDANVIDIA Corp
2.6%+3%
AMZNAmazon.com Inc
2.4%
VGTVanguard World Fd
2.3%
XLV1.7%
WMT1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 8.1% Held
XLK Select Sector SPDR Tr 7.9% Held
MSFT Microsoft Corp 4.3% Trimmed −3%COST Costco Wholesale Corp 3.0% HeldGOOGL Alphabet Inc. 2.7% HeldNVDA NVIDIA Corp 2.6% Added +3%AMZN Amazon.com Inc 2.4% HeldVGT Vanguard World Fd 2.3% Held
JPM JPMorgan Chase & Co 2.2% HeldCVX Chevron Corp 1.9% HeldXLV Select Sector SPDR Tr 1.7% Held
WMT Walmart Inc. 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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