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Home > Institutional Investor > Kcm Investment Advisors Llc > Profile

Instuitional Investor - Kcm Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Kcm Investment Advisors Llc
Portfolio Value $3,118,920,186
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 861,620 $234,239,890 7.51%
2.
Sector Spdr Trust
 XLB 1,343,491 $193,422,333 6.2%
3.
Microsoft Corp
 MSFT 298,472 $144,346,961 4.63%
4.
Costco Wholesale Corp W
 COST 114,938 $99,115,463 3.18%
5.
Alphabet Inc.
 GOOGL 272,422 $85,267,956 2.73%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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