KCM Investment Advisors LLC

13F filer · CIK 0001109228

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$3.37BU.S. long equity reported on 13F

Positions28518 new · 18 closed

Net flow last quarter-$28.6MBuys minus sells

Top 10 positions weight28.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026285 positions
AAPLApple Inc.	$240M	7.14%	0.01%	-1.1%	Q2 2013
MSFTMicrosoft Corp	$109M	3.24%	0.00%	+1.0%	Q2 2013
COSTCostco Wholesale Corp	$104M	3.09%	0.03%	-1.0%	Q2 2013
GOOGLAlphabet Inc.	$95.7M	2.84%	0.00%	-1.0%	Q3 2015
AMZNAmazon Com Inc	$78.7M	2.34%	0.00%	+0.3%	Q4 2013
NVDANvidia Corp	$74.6M	2.22%	0.00%	+0.8%	Q2 2017
JPMJPMorgan Chase & Co	$74.5M	2.21%	0.01%	+1.2%	Q2 2013
WMTWalmart Inc.	$63.1M	1.87%	0.01%	-0.1%	Q2 2013
CATCaterpillar Inc	$53M	1.57%	0.01%	+1.0%	Q2 2013
CVXChevron Corp	$51.7M	1.54%	0.02%	-0.8%	Q2 2013
VVisa Inc.	$51.5M	1.53%	0.01%	-0.9%	Q2 2013
GOOGAlphabet Inc.	$51M	1.51%	Not reported	-1.0%	Q3 2015
HDHome Depot, Inc.	$47.7M	1.42%	0.01%	-0.9%	Q2 2013
JNJJohnson & Johnson	$47.7M	1.42%	0.01%	+0.9%	Q2 2013
TTTrane Technologies plc	$46.2M	1.37%	0.04%	-0.5%	Q1 2020
KLACKla Corp	$43M	1.28%	0.01%	-4.0%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$42.8M	1.27%	Not reported	-1.7%	Q2 2018
WMWaste Management Inc	$40.6M	1.21%	0.05%	-1.6%	Q2 2013
ADPAutomatic Data Processing Inc	$31.9M	0.95%	0.04%	-3.1%	Q2 2013
AMGNAmgen Inc	$31.8M	0.94%	0.02%	+0.7%	Q2 2013
AMATApplied Materials Inc	$31M	0.92%	0.01%	-1.5%	Q1 2018
NEENextera Energy Inc	$30.7M	0.91%	0.02%	-1.1%	Q2 2013
LLYELI LILLY & Co	$29.5M	0.88%	0.00%	+1.7%	Q2 2013
VRTVertiv Holdings Co	$28.4M	0.84%	0.02%	-0.2%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$28.2M	0.84%	Not reported	+1.2%	Q2 2013
PGPROCTER & GAMBLE Co	$25M	0.74%	0.01%	-2.6%	Q2 2013
BXBlackstone Inc.	$24.2M	0.72%	0.03%	-1.8%	Q4 2013
AVGOBroadcom Inc.	$23.3M	0.69%	0.00%	-0.7%	Q4 2015
CSLCarlisle Companies Inc	$20.9M	0.62%	0.14%	-1.3%	Q1 2021
ABBVAbbVie Inc.	$19.2M	0.57%	0.00%	-0.8%	Q2 2013
ECLEcolab Inc.	$18.9M	0.56%	0.02%	-0.3%	Q2 2013
BACBank of America Corp	$17.9M	0.53%	0.00%	-1.8%	Q2 2013
MCDMcdonalds Corp	$16.3M	0.48%	0.01%	-20.4%	Q2 2013
SMHMarket Vectors ETF Trust	$16.2M	0.48%	Not reported	+10.1%	Q1 2019
SCCOSouthern Copper Corp/	$15.6M	0.46%	0.01%	+2.7%	Q4 2014
BRK.BBerkshire Hathaway Inc	$14.9M	0.44%	Not reported	+2.2%	Q2 2013
DHRDanaher Corp	$12M	0.36%	0.01%	-3.4%	Q2 2013
APDAir Products & Chemicals, Inc.	$11.6M	0.34%	0.02%	-1.2%	Q2 2013
ORealty Income Corp	$11.5M	0.34%	0.02%	-1.1%	Q2 2013
GLWCorning Inc	$11.4M	0.34%	0.01%	-3.1%	Q2 2017
CSCOCisco Systems, Inc.	$11.4M	0.34%	0.00%	-2.3%	Q2 2013
SBUXStarbucks Corp	$9.91M	0.29%	0.01%	-0.8%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$9.83M	0.29%	Not reported	-0.3%	Q2 2013
VZVerizon Communications Inc	$9.68M	0.29%	0.01%	-1.3%	Q2 2013
SCHWSchwab Charles Corp	$8.6M	0.26%	0.01%	-0.1%	Q2 2013
LHLabcorp Holdings Inc.	$8.13M	0.24%	0.04%	-2.0%	Q3 2024
CWCurtiss Wright Corp	$8.11M	0.24%	0.03%	+2.5%	Q1 2025
LOWLowes Companies Inc	$7.69M	0.23%	0.01%	-5.8%	Q2 2013
KMBKimberly Clark Corp	$7.53M	0.22%	0.02%	-5.0%	Q2 2013
ETNEaton Corp plc	$7.37M	0.22%	0.00%	+0.1%	Q2 2013

Q1 2026Reported May 15, 2026283 positions
AAPLApple Inc.	$213M	7.07%	0.01%	-2.5%	Q2 2013
COSTCostco Wholesale Corp	$112M	3.72%	0.03%	-2.2%	Q2 2013
MSFTMicrosoft Corp	$107M	3.56%	0.00%	-3.0%	Q2 2013
GOOGLAlphabet Inc.	$77.7M	2.58%	0.00%	-0.8%	Q3 2015
WMTWalmart Inc.	$69.3M	2.30%	0.01%	-1.3%	Q2 2013
AMZNAmazon Com Inc	$68.5M	2.27%	0.00%	-1.4%	Q4 2013
JPMJPMorgan Chase & Co	$66.1M	2.19%	0.01%	+2.5%	Q2 2013
CVXChevron Corp	$65.1M	2.16%	0.02%	+0.2%	Q2 2013
NVDANvidia Corp	$64.5M	2.14%	0.00%	+0.4%	Q2 2017
VVisa Inc.	$45.8M	1.52%	0.01%	-0.2%	Q2 2013
JNJJohnson & Johnson	$45.5M	1.51%	0.01%	-1.3%	Q2 2013
HDHome Depot, Inc.	$44.9M	1.49%	0.01%	-0.5%	Q2 2013
WMWaste Management Inc	$42.5M	1.41%	0.05%	-2.4%	Q2 2013
GOOGAlphabet Inc.	$41.8M	1.39%	Not reported	-1.5%	Q3 2015
TTTrane Technologies plc	$39.4M	1.31%	0.04%	-2.2%	Q1 2020
CATCaterpillar Inc	$34.9M	1.16%	0.01%	-0.7%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$34.1M	1.13%	Not reported	+0.7%	Q2 2018
NEENextera Energy Inc	$32.8M	1.09%	0.02%	-2.1%	Q2 2013
AMGNAmgen Inc	$30.7M	1.02%	0.02%	-0.3%	Q2 2013
ADPAutomatic Data Processing Inc	$29.8M	0.99%	0.04%	-12.8%	Q2 2013
PGPROCTER & GAMBLE Co	$25.3M	0.84%	0.01%	-3.9%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$24.2M	0.80%	Not reported	-16.0%	Q2 2013
BXBlackstone Inc.	$24.1M	0.80%	0.03%	-1.5%	Q4 2013
MCDMcdonalds Corp	$23.6M	0.78%	0.01%	-0.5%	Q2 2013
LLYELI LILLY & Co	$22.3M	0.74%	0.00%	-3.2%	Q2 2013
KLACKla Corp	$21.9M	0.73%	0.01%	-1.6%	Q2 2019
VRTVertiv Holdings Co	$21.3M	0.71%	0.02%	-1.6%	Q1 2024
CSLCarlisle Companies Inc	$19.5M	0.65%	0.14%	-0.1%	Q1 2021
AVGOBroadcom Inc.	$19.2M	0.64%	0.00%	+4.4%	Q4 2015
ECLEcolab Inc.	$18.1M	0.60%	0.02%	-4.0%	Q2 2013
ABBVAbbVie Inc.	$16.7M	0.55%	0.00%	+0.7%	Q2 2013
BACBank of America Corp	$15.6M	0.52%	0.00%	-4.6%	Q2 2013
AMATApplied Materials Inc	$14.9M	0.49%	0.01%	-2.3%	Q1 2018
SCCOSouthern Copper Corp/	$14.8M	0.49%	0.01%	+6.6%	Q4 2014
BRK.BBerkshire Hathaway Inc	$14M	0.46%	Not reported	+2.8%	Q2 2013
ABTAbbott Laboratories	$13.2M	0.44%	0.01%	-11.3%	Q2 2013
DHRDanaher Corp	$12.4M	0.41%	0.01%	-4.5%	Q2 2013
VZVerizon Communications Inc	$11.6M	0.39%	0.01%	-1.1%	Q2 2013
APDAir Products & Chemicals, Inc.	$11.6M	0.38%	0.02%	-4.2%	Q2 2013
ORealty Income Corp	$11.4M	0.38%	0.02%	-3.1%	Q2 2013
SCHWSchwab Charles Corp	$8.77M	0.29%	0.01%	0.0%	Q2 2013
SBUXStarbucks Corp	$8.76M	0.29%	0.01%	-6.0%	Q2 2013
LOWLowes Companies Inc	$8.74M	0.29%	0.01%	-0.9%	Q2 2013
LHXL3harris Technologies, Inc.	$8.72M	0.29%	0.01%	-0.6%	Q3 2019
MDYSPDR S&P Midcap 400 ETF Trust	$8.64M	0.29%	Not reported	-3.1%	Q2 2013
SMHMarket Vectors ETF Trust	$8.61M	0.29%	Not reported	+8.4%	Q1 2019
LHLabcorp Holdings Inc.	$7.9M	0.26%	0.04%	-5.3%	Q3 2024
CSCOCisco Systems, Inc.	$7.71M	0.26%	0.00%	+1.5%	Q2 2013
CWCurtiss Wright Corp	$7.11M	0.24%	0.03%	+1.5%	Q1 2025
LINLinde PLC	$7M	0.23%	0.00%	+1.0%	Q1 2019

Q4 2025Reported Feb 13, 2026281 positions
AAPLApple Inc.	$234M	7.51%	0.01%	-1.7%	Q2 2013
MSFTMicrosoft Corp	$144M	4.63%	0.00%	-0.5%	Q2 2013
COSTCostco Wholesale Corp	$99.1M	3.18%	0.03%	-0.9%	Q2 2013
GOOGLAlphabet Inc.	$85.3M	2.73%	0.00%	-1.6%	Q3 2015
AMZNAmazon Com Inc	$77.1M	2.47%	0.00%	-0.3%	Q4 2013
JPMJPMorgan Chase & Co	$70.7M	2.27%	0.01%	+0.1%	Q2 2013
NVDANvidia Corp	$68.7M	2.20%	0.00%	-2.1%	Q2 2017
WMTWalmart Inc.	$62.9M	2.02%	0.01%	-1.2%	Q2 2013
VVisa Inc.	$53.2M	1.71%	0.01%	-1.4%	Q2 2013
CVXChevron Corp	$47.9M	1.53%	0.02%	-0.5%	Q2 2013
HDHome Depot, Inc.	$47.2M	1.51%	0.01%	-1.3%	Q2 2013
GOOGAlphabet Inc.	$46.4M	1.49%	Not reported	-2.1%	Q3 2015
ADPAutomatic Data Processing Inc	$43.3M	1.39%	0.04%	-2.6%	Q2 2013
WMWaste Management Inc	$41.7M	1.34%	0.05%	-0.8%	Q2 2013
JNJJohnson & Johnson	$39.1M	1.25%	0.01%	-0.5%	Q2 2013
TTTrane Technologies plc	$37.6M	1.21%	0.04%	-1.2%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$36.1M	1.16%	Not reported	+0.5%	Q2 2018
BXBlackstone Inc.	$32.7M	1.05%	0.03%	-3.8%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$30.3M	0.97%	Not reported	+0.7%	Q2 2013
NEENextera Energy Inc	$29M	0.93%	0.02%	-1.4%	Q2 2013
AMGNAmgen Inc	$28.6M	0.92%	0.02%	-1.4%	Q2 2013
CATCaterpillar Inc	$28.4M	0.91%	0.01%	-1.1%	Q2 2013
LLYELI LILLY & Co	$26.9M	0.86%	0.00%	+0.4%	Q2 2013
PGPROCTER & GAMBLE Co	$26.2M	0.84%	0.01%	-3.6%	Q2 2013
MCDMcdonalds Corp	$23.3M	0.75%	0.01%	+0.2%	Q2 2013
AVGOBroadcom Inc.	$20.6M	0.66%	0.00%	-12.1%	Q4 2015
CSLCarlisle Companies Inc	$18.7M	0.60%	0.14%	-6.3%	Q1 2021
ECLEcolab Inc.	$18.6M	0.60%	0.03%	-2.4%	Q2 2013
BACBank of America Corp	$18.4M	0.59%	0.00%	-7.8%	Q2 2013
KLACKla Corp	$18.3M	0.59%	0.01%	-3.9%	Q2 2019
ABTAbbott Laboratories	$18.2M	0.58%	0.01%	-2.1%	Q2 2013
ABBVAbbVie Inc.	$17.4M	0.56%	0.00%	-0.1%	Q2 2013
DHRDanaher Corp	$15.6M	0.50%	0.01%	-2.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$14.2M	0.46%	Not reported	-1.5%	Q2 2013
VRTVertiv Holdings Co	$14M	0.45%	0.02%	-0.4%	Q1 2024
SCCOSouthern Copper Corp/	$11.5M	0.37%	0.01%	+5.4%	Q4 2014
AMATApplied Materials Inc	$11.4M	0.37%	0.01%	-2.6%	Q1 2018
ORealty Income Corp	$10.9M	0.35%	0.02%	-2.4%	Q2 2013
APDAir Products & Chemicals, Inc.	$10.3M	0.33%	0.02%	-3.7%	Q2 2013
VZVerizon Communications Inc	$9.53M	0.31%	0.01%	-17.1%	Q2 2013
SCHWSchwab Charles Corp	$9.32M	0.30%	0.01%	-1.0%	Q2 2013
LOWLowes Companies Inc	$9M	0.29%	0.01%	-1.2%	Q2 2013
SBUXStarbucks Corp	$8.76M	0.28%	0.01%	-7.4%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$8.72M	0.28%	Not reported	-3.5%	Q2 2013
LHLabcorp Holdings Inc.	$7.84M	0.25%	0.04%	-1.2%	Q3 2024
KMBKimberly Clark Corp	$7.71M	0.25%	0.02%	-11.3%	Q2 2013
CSCOCisco Systems, Inc.	$7.54M	0.24%	0.00%	-0.2%	Q2 2013
LHXL3harris Technologies, Inc.	$7.46M	0.24%	0.01%	+1.2%	Q3 2019
SMHMarket Vectors ETF Trust	$7.46M	0.24%	Not reported	+26.6%	Q1 2019
GDGeneral Dynamics Corp	$6.6M	0.21%	0.01%	-2.0%	Q2 2013

Q3 2025Reported Nov 12, 2025274 positions
AAPLApple Inc.	$223M	7.19%	0.01%	-0.6%	Q2 2013
MSFTMicrosoft Corp	$155M	5.00%	0.00%	+0.1%	Q2 2013
COSTCostco Wholesale Corp	$107M	3.46%	0.03%	0.0%	Q2 2013
AMZNAmazon Com Inc	$73.5M	2.37%	0.00%	+0.8%	Q4 2013
NVDANvidia Corp	$70.3M	2.26%	0.00%	+0.6%	Q2 2017
JPMJPMorgan Chase & Co	$69.1M	2.22%	0.01%	+9.3%	Q2 2013
GOOGLAlphabet Inc.	$67.3M	2.17%	0.00%	+0.4%	Q3 2015
WMTWalmart Inc.	$58.9M	1.90%	0.01%	+0.4%	Q2 2013
HDHome Depot, Inc.	$56.4M	1.82%	0.01%	+0.6%	Q2 2013
VVisa Inc.	$52.5M	1.69%	0.01%	-0.2%	Q2 2013
ADPAutomatic Data Processing Inc	$50.8M	1.63%	0.04%	-0.5%	Q2 2013
CVXChevron Corp	$49M	1.58%	0.02%	0.0%	Q2 2013
WMWaste Management Inc	$42.2M	1.36%	0.05%	0.0%	Q2 2013
TTTrane Technologies plc	$41.3M	1.33%	0.04%	0.0%	Q1 2020
BXBlackstone Inc.	$37.7M	1.21%	0.03%	+2.8%	Q4 2013
GOOGAlphabet Inc.	$36.8M	1.19%	Not reported	+2.1%	Q3 2015
JNJJohnson & Johnson	$35.2M	1.13%	0.01%	-1.9%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$35.1M	1.13%	Not reported	-1.3%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$29.4M	0.95%	Not reported	+1.0%	Q2 2013
PGPROCTER & GAMBLE Co	$29.1M	0.94%	0.01%	-2.1%	Q2 2013
NEENextera Energy Inc	$27.6M	0.89%	0.02%	+5.1%	Q2 2013
AMGNAmgen Inc	$25.1M	0.81%	0.02%	-1.2%	Q2 2013
CATCaterpillar Inc	$23.9M	0.77%	0.01%	-2.5%	Q2 2013
MCDMcdonalds Corp	$23.1M	0.74%	0.01%	-0.4%	Q2 2013
AVGOBroadcom Inc.	$22.3M	0.72%	0.00%	+1.9%	Q4 2015
CSLCarlisle Companies Inc	$20.5M	0.66%	0.15%	+4.0%	Q1 2021
ABTAbbott Laboratories	$19.9M	0.64%	0.01%	+1.2%	Q2 2013
ECLEcolab Inc.	$19.8M	0.64%	0.03%	-0.5%	Q2 2013
LLYELI LILLY & Co	$19M	0.61%	0.00%	+14.0%	Q2 2013
BACBank of America Corp	$18.8M	0.60%	0.01%	-0.3%	Q2 2013
ABBVAbbVie Inc.	$17.7M	0.57%	0.00%	-0.1%	Q2 2013
KLACKla Corp	$16.9M	0.55%	0.01%	+0.2%	Q2 2019
BRK.BBerkshire Hathaway Inc	$14.5M	0.47%	Not reported	+1.4%	Q2 2013
DHRDanaher Corp	$13.9M	0.45%	0.01%	-2.5%	Q2 2013
VRTVertiv Holdings Co	$13.1M	0.42%	0.02%	+1.9%	Q1 2024
VZVerizon Communications Inc	$12.4M	0.40%	0.01%	+0.5%	Q2 2013
ORealty Income Corp	$12M	0.39%	0.02%	-1.6%	Q2 2013
APDAir Products & Chemicals, Inc.	$11.8M	0.38%	0.02%	-1.1%	Q2 2013
KMBKimberly Clark Corp	$10.7M	0.34%	0.03%	-1.0%	Q2 2013
SBUXStarbucks Corp	$9.5M	0.31%	0.01%	-8.3%	Q2 2013
LOWLowes Companies Inc	$9.5M	0.31%	0.01%	-4.1%	Q2 2013
AMATApplied Materials Inc	$9.36M	0.30%	0.01%	-0.1%	Q1 2018
SCCOSouthern Copper Corp/	$9.16M	0.29%	0.01%	+2.3%	Q4 2014
LHLabcorp Holdings Inc.	$9.08M	0.29%	0.04%	-1.1%	Q3 2024
SCHWSchwab Charles Corp	$8.99M	0.29%	0.01%	+0.5%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$8.93M	0.29%	Not reported	+6.8%	Q2 2013
GPCGenuine Parts Co	$7.69M	0.25%	0.04%	-1.4%	Q2 2013
LHXL3harris Technologies, Inc.	$7.67M	0.25%	0.01%	+1.0%	Q3 2019
GDGeneral Dynamics Corp	$6.82M	0.22%	0.01%	+0.6%	Q2 2013
LINLinde PLC	$6.77M	0.22%	0.00%	-1.3%	Q1 2019

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