KCM INVESTMENT ADVISORS LLC

Q3 2025 13F Holdings

  • Location
    greenbrae, CA
  • Num holdings

    383

  • Value ($000)

    $3,105,123

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001109228
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$223.28M
7 %

876,885

X
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$194.46M
6 %

689,908

M
MSFT

MICROSOFT CORP

COM
594918104
$155.28M
5 %

299,807

C
COST

COSTCO WHSL CORP NEW

COM
22160K105
$107.38M
4 %

116,010

A
AMZN

AMAZON COM INC

COM
023135106
$73.49M
2 %

334,715

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$70.25M
2 %

376,523

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$69.09M
2 %

219,025

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$67.27M
2 %

276,710

X
XLC

SELECT SECTOR SPDR TR

COMMUNICATION
81369Y852
$64.46M
2 %

544,529

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$62.45M
2 %

83,638

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