Kcm Investment Advisors LLC 13F Holdings · Q2 2026
Kcm Investment Advisors LLC reported 400 securities worth $3.37B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: XLK (7.67%), AAPL (7.14%), MSFT (3.24%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $258.3M | 7.67% | 1.4M | Added |
| 2 | AAPL | APPLE INC | $240.3M | 7.14% | 830,626 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $109.0M | 3.24% | 292,283 | Added |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $104.1M | 3.09% | 111,264 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $95.7M | 2.84% | 267,785 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $78.7M | 2.34% | 330,195 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $74.6M | 2.22% | 372,859 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $74.5M | 2.21% | 227,545 | Added |
| 9 | VGT | VANGUARD WORLD FD | $73.8M | 2.19% | 617,483 | Added |
| 10 | WMT | WALMART INC | $63.1M | 1.87% | 556,905 | Trimmed |
| 11 | XLY | SELECT SECTOR SPDR TR | $61.8M | 1.84% | 526,859 | Added |
| 12 | XLV | SELECT SECTOR SPDR TR | $55.4M | 1.65% | 349,376 | Added |
| 13 | XLC | SELECT SECTOR SPDR TR | $54.2M | 1.61% | 505,901 | Added |
| 14 | CAT | CATERPILLAR INC | $53.0M | 1.57% | 49,787 | Added |
| 15 | CVX | CHEVRON CORPORATION | $51.7M | 1.54% | 312,016 | Trimmed |
| 16 | V | VISA INC | $51.5M | 1.53% | 150,051 | Trimmed |
| 17 | GOOG | ALPHABET INC | $51.0M | 1.51% | 144,364 | Trimmed |
| 18 | XLI | SELECT SECTOR SPDR TR | $48.9M | 1.45% | 263,844 | Trimmed |
| 19 | HD | HOME DEPOT INC | $47.7M | 1.42% | 135,391 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $47.7M | 1.42% | 187,862 | Added |
| 21 | VOX | VANGUARD WORLD FD | $46.4M | 1.38% | 252,428 | Added |
| 22 | XLF | SELECT SECTOR SPDR TR | $46.6M | 1.38% | 868,463 | Added |
| 23 | TT | TRANE TECHNOLOGIES PLC | $46.2M | 1.37% | 94,156 | Trimmed |
| 24 | KLAC | KLA CORP | $43.0M | 1.28% | 142,507 | Added |
| 25 | QQQ | INVESCO QQQ TR | $42.8M | 1.27% | 58,141 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR