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Home > Institutional Investor > Kcm Investment Advisors Llc > Profile

Instuitional Investor - Kcm Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Kcm Investment Advisors Llc
Portfolio Value $3,361,234,250
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 818,997 $272,742,454 8.11%
2.
Sector Spdr Trust
 XLE 1,358,079 $265,843,932 7.91%
3.
Microsoft Corp
 MSFT 284,398 $145,867,486 4.34%
4.
Costco Wholesale Corp W
 COST 110,687 $100,762,372 3%
5.
Alphabet Inc.
 GOOGL 266,833 $91,811,740 2.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.