KCM INVESTMENT ADVISORS LLC
CIK 1109228 · Holdings on Dec 31, 2024 · First reported Feb 13, 2025
Top ten holdings
Q4 2024- AAPL7.94%
- XLK5.55%
- MSFT4.50%
- COST3.79%
- AMZN2.58%
- VTI2.22%
- XLC2.15%
- GOOGL1.85%
- ADP1.83%
- WMT1.82%
Share classes counted separately34.23%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight increased · +0.61 pp7.33% → 7.94%Shares -9.37K (-1.01%)
- AMZNWeight increased · +0.45 pp2.13% → 2.58%Shares +4.19K (+1.25%)
- GOOGLWeight increased · +0.26 pp1.59% → 1.85%Shares +801 (+0.28%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $230.19M | 7.94% | 919.21K shares | 7.33% → 7.94%+0.61 pp -9.37K (-1.01%) | Reduced | ↗▾ |
| 02 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $161.08M | 5.55% | 692.75K shares | 5.39% → 5.55%+0.16 pp -12.15K (-1.72%) | Reduced | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $130.56M | 4.50% | 309.76K shares | 4.60% → 4.50%-0.10 pp -5.82K (-1.84%) | Reduced | ↗▾ |
| 04 | COSTCOSTCO WHOLESALE CORP View history and evidence | $109.80M | 3.79% | 119.83K shares | 3.65% → 3.79%+0.14 pp -1.70K (-1.40%) | Reduced | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $74.79M | 2.58% | 340.89K shares | 2.13% → 2.58%+0.45 pp +4.19K (+1.25%) | Added | ↗▾ |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $64.25M | 2.22% | 221.69K shares | 2.13% → 2.22%+0.09 pp -869 (-0.39%) | Reduced | ↗▾ |
| 07 | XLCSS COMM SELECT SECTOR SPDRCOMMUNICATION View history and evidence | $62.49M | 2.15% | 645.49K shares | 1.97% → 2.15%+0.18 pp +3.73K (+0.58%) | Added | ↗▾ |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $53.70M | 1.85% | 283.67K shares | 1.59% → 1.85%+0.26 pp +801 (+0.28%) | Added | ↗▾ |
| 09 | ADPAUTOMATIC DATA PROCESSING View history and evidence | $53.19M | 1.83% | 181.71K shares | 1.72% → 1.83%+0.11 pp -2.13K (-1.16%) | Reduced | ↗▾ |
| 10 | WMTWALMART INC View history and evidence | $52.85M | 1.82% | 584.95K shares | 1.61% → 1.82%+0.21 pp -2.31K (-0.39%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 23
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FIDU FIDELITY MSCI INDUST INDX | Non-derivative | -21,548 | -$1.56M | SEC filing ↗ | SEC filing ↗ |
| LRCX LAM RESEARCH CORP | Non-derivative | -1,234 | -$1.01M | SEC filing ↗ | SEC filing ↗ |
| TROW T ROWE PRICE GROUP INC | Non-derivative | -7,552 | -$822.64K | SEC filing ↗ | SEC filing ↗ |
3 / 23 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1109228 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2900386506
}Research all 367 reported holdings.
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