KCM INVESTMENT ADVISORS LLC
CIK 1109228 · Holdings on Jun 30, 2025 · First reported Aug 6, 2025
Top ten holdings
Q2 2025- AAPL6.07%
- XLK5.91%
- MSFT5.00%
- COST3.85%
- XLC2.61%
- AMZN2.45%
- VTI2.25%
- NVDA1.98%
- JPM1.95%
- WMT1.87%
Share classes counted separately33.94%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -1.08 pp7.15% → 6.07%Shares -14.21K (-1.59%)
- MSFTWeight increased · +0.90 pp4.10% → 5.00%Shares -4.37K (-1.44%)
- XLKWeight increased · +0.63 pp5.28% → 5.91%Shares -16.44K (-2.31%)
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 | $180.92M | 6.07% | 881.79K shares | 7.15% → 6.07%-1.08 pp -14.21K (-1.59%) | Reduced | ↗▾ |
| 02 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $176.06M | 5.91% | 695.26K shares | 5.28% → 5.91%+0.63 pp -16.44K (-2.31%) | Reduced | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $148.94M | 5.00% | 299.43K shares | 4.10% → 5.00%+0.90 pp -4.37K (-1.44%) | Reduced | ↗▾ |
| 04 | COSTCOSTCO WHOLESALE CORP View history and evidence | $114.80M | 3.85% | 115.96K shares | 3.98% → 3.85%-0.13 pp -1.17K (-1.00%) | Reduced | ↗▾ |
| 05 | XLCSS COMM SELECT SECTOR SPDRCOMMUNICATION View history and evidence | $77.87M | 2.61% | 717.48K shares | 2.34% → 2.61%+0.27 pp +42.67K (+6.32%) | Added | ↗▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $72.89M | 2.45% | 332.23K shares | 2.30% → 2.45%+0.15 pp -4.68K (-1.39%) | Reduced | ↗▾ |
| 07 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $67.00M | 2.25% | 220.46K shares | 2.19% → 2.25%+0.06 pp -1.60K (-0.72%) | Reduced | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $59.14M | 1.98% | 374.31K shares | 1.48% → 1.98%+0.50 pp -4.70K (-1.24%) | Reduced | ↗▾ |
| 09 | JPMJPMORGAN CHASE & CO View history and evidence | $58.11M | 1.95% | 200.45K shares | 1.60% → 1.95%+0.35 pp +18.97K (+10.45%) | Added | ↗▾ |
| 10 | WMTWALMART INC View history and evidence | $55.67M | 1.87% | 569.30K shares | 1.82% → 1.87%+0.05 pp -6.90K (-1.20%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VEEV VEEVA SYSTEMS INC-CLASS A | Non-derivative | -2,947 | -$682.61K | SEC filing ↗ | SEC filing ↗ |
| JWN NORDSTROM INC | Non-derivative | -19,751 | -$482.91K | SEC filing ↗ | SEC filing ↗ |
| FDS FACTSET RESEARCH SYSTEMS INC | Non-derivative | -639 | -$290.51K | SEC filing ↗ | SEC filing ↗ |
3 / 14 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 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2980841666
}Research all 378 reported holdings.
This page includes 30 of 378 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 378 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1109228","quarter":"2025Q2","page_size":100}
get_institutional_manager_history
{"cik":"1109228","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.