KCM INVESTMENT ADVISORS LLC
•CIK: 1109228•Filing: Q4 2025
KCM Investment Advisors LLC, with $3.1 billion in assets under management, is known for its concentrated, high-conviction equity strategy, focusing on technology and consumer discretionary sectors, as evidenced by top holdings like AAPL and XLK. Recently, the fund has made notable shifts by adding OMC and NLR significantly, while cutting TMUS and HTD, reflecting a strategic pivot towards growth-oriented sectors.
Total AUM
$3.1B
QoQ Performance
+0.4%
Positions
302
Top 10 Concentration
36.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
XLK
AAPL7.5%
XLK6.2%
MSFT4.6%
COST3.2%
GOOGL2.7%
AMZN2.5%
JPM2.3%
NVDA2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.0%
Technology21.1%
Consumer11.4%
Financial6.5%
Healthcare5.4%
Industrial1.8%
Materials1.3%
ETF1.3%
🚪 Exited Positionssold since Q3 2025
+180 more exited positions
Changes from Q3 2025
NEW2 new positions
↑56 increased
↓134 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023