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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 $3,012,965,196
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 839,802 $213,133,305 7.07%
2.
Sector Spdr Trust
 XLE 1,348,601 $179,229,044 5.95%
3.
Costco Wholesale Corp W
 COST 112,385 $111,983,662 3.72%
4.
Microsoft Corp
 MSFT 289,473 $107,154,141 3.56%
5.
Alphabet Inc.
 GOOGL 270,345 $77,740,289 2.58%
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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