Universe · entity
KCM INVESTMENT ADVISORS LLC
Institutional manager (13F) · CIK 1109228
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $213M | 839,802 |
| 2 | SELECT SECTOR SPDR TR | $179M | 1,348,601 |
| 3 | COSTCO WHOLESALE CORPORATION | $112M | 112,385 |
| 4 | MICROSOFT CORP | $107M | 289,473 |
| 5 | ALPHABET INC | $78M | 270,345 |
| 6 | WALMART INC | $69M | 557,356 |
| 7 | AMAZON COM INC | $69M | 329,107 |
| 8 | JPMORGAN CHASE & CO | $66M | 224,754 |
| 9 | CHEVRON CORPORATION | $65M | 314,600 |
| 10 | NVIDIA CORPORATION | $65M | 370,072 |
| 11 | SELECT SECTOR SPDR TR | $55M | 497,968 |
| 12 | SELECT SECTOR SPDR TR | $54M | 496,197 |
| 13 | VANGUARD WORLD FD | $53M | 76,389 |
| 14 | SELECT SECTOR SPDR TR | $48M | 326,615 |
| 15 | VISA INC | $46M | 151,405 |
| 16 | JOHNSON & JOHNSON | $46M | 186,280 |
| 17 | HOME DEPOT INC | $45M | 136,632 |
| 18 | VANGUARD WORLD FD | $45M | 248,024 |
| 19 | SELECT SECTOR SPDR TR | $44M | 273,662 |
| 20 | WASTE MGMT INC DEL | $43M | 185,064 |
| 21 | SELECT SECTOR SPDR TR | $42M | 860,033 |
| 22 | ALPHABET INC | $42M | 145,767 |
| 23 | SELECT SECTOR SPDR TR | $40M | 646,525 |
| 24 | TRANE TECHNOLOGIES PLC | $39M | 94,579 |
| 25 | CATERPILLAR INC | $35M | 49,275 |
| 26 | INVESCO QQQ TR | $34M | 59,124 |
| 27 | VANGUARD INDEX FDS | $33M | 104,346 |
| 28 | SELECT SECTOR SPDR TR | $33M | 407,834 |
| 29 | NEXTERA ENERGY INC | $33M | 353,566 |
| 30 | VANGUARD WORLD FD | $31M | 86,486 |
| 31 | AMGEN INC | $31M | 87,251 |
| 32 | AUTOMATIC DATA PROCESSING IN | $30M | 146,873 |
| 33 | VANGUARD WORLD FD | $27M | 86,833 |
| 34 | PROCTER & GAMBLE CO | $25M | 175,289 |
| 35 | STATE STR SPDR S&P 500 ETF T | $24M | 37,275 |
| 36 | BLACKSTONE INC | $24M | 209,212 |
| 37 | MCDONALDS CORP | $24M | 75,834 |
| 38 | VANGUARD WORLD FD | $23M | 193,484 |
| 39 | ELI LILLY & CO | $22M | 24,219 |
| 40 | KLA CORP | $22M | 14,846 |
| 41 | VERTIV HOLDINGS CO | $21M | 85,009 |
| 42 | CARLISLE COS INC | $19M | 58,394 |
| 43 | BROADCOM INC | $19M | 62,058 |
| 44 | ECOLAB INC | $18M | 67,937 |
| 45 | ABBVIE INC | $17M | 76,791 |
| 46 | BANK AMERICA CORP | $16M | 319,992 |
| 47 | APPLIED MATLS INC | $15M | 43,545 |
| 48 | SOUTHERN COPPER CORP | $15M | 86,082 |
| 49 | VANGUARD WORLD FD | $15M | 53,633 |
| 50 | BERKSHIRE HATHAWAY INC DEL | $14M | 29,117 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.