13F Insight
DOSSIER · 13F-HR · Q2 2026

KCM INVESTMENT ADVISORS LLC

$3.4B in tracked AUM across 400 positions as of Q2 2026.

KI
CIK 0001109228 · last filed Jun 30, 2026
Total AUM
$3.4B
as of Q2 2026
Holdings
400
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

KCM INVESTMENT ADVISORS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XLK
SELECT SECTOR SPDR TR
$258M1.4M7.7%02
AAPL
APPLE INC
$240M831K7.1%03
MSFT
MICROSOFT CORP
$109M292K3.2%04
COST
COSTCO WHOLESALE CORPORATION
$104M111K3.1%05
GOOGL
ALPHABET INC
$96M268K2.8%06
AMZN
AMAZON COM INC
$79M330K2.3%07
NVDA
NVIDIA CORPORATION
$75M373K2.2%08
JPM
JPMORGAN CHASE & CO
$74M228K2.2%09
VGT
VANGUARD WORLD FD
$74M617K2.2%10
WMT
WALMART INC
$63M557K1.9%

Filing history

2026Q2Jun 30
$3.4B▲ 11.8%
400 positionsView →2026Q1Mar 31
$3.0B▼ 3.4%
393 positionsView →2025Q4Dec 31
$3.1B▲ 0.4%
394 positionsView →2025Q3Sep 30
$3.1B▲ 4.2%
383 positionsView →2025Q2Jun 30
$3.0B▲ 7.1%
378 positionsLocked2025Q1Mar 31
$2.8B▼ 4.0%
362 positionsLocked2024Q4Dec 31
$2.9B▼ 1.8%
367 positionsLocked2024Q3Sep 30
$3.0B▲ 6.0%
373 positionsLocked2024Q2Jun 30
$2.8B▲ 2.9%
367 positionsLocked2024Q1Mar 31
$2.7B▲ 7.8%
376 positionsLocked2023Q4Dec 31
$2.5B▲ 8.3%
365 positionsLocked2023Q3Sep 30
$2.3B▼ 7.0%
365 positionsLocked
Showing 12 of 100