Institutional Fund
Kcm Investment Advisors LLC
Greenbrae, CACIK 11092285 filings on record
Portfolio Value
$3.01B
Q1 2026
Holdings
393
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-3.4%
from $3.12B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc7.1%
- Select Sector Spdr Tr5.9%
- Costco Whsl Corp New3.7%
- Microsoft Corp3.6%
- Alphabet Inc2.6%
- Walmart Inc2.3%
- Other74.8%
Portfolio Holdings
393 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 839.8K | $213.13M | 7.1% | −21.8K | Reduced |
| 2 | Select Sector Spdr Tr | 1.35M | $179.23M | 5.9% | +5.1K | Added |
| 3 | Costco Whsl Corp New | 112.4K | $111.98M | 3.7% | −2.6K | Reduced |
| 4 | Microsoft Corp | 289.5K | $107.15M | 3.6% | −9.0K | Reduced |
| 5 | Alphabet Inc | 270.3K | $77.74M | 2.6% | −2.1K | Reduced |
| 6 | Walmart Inc | 557.4K | $69.27M | 2.3% | −7.3K | Reduced |
| 7 | Amazon Com Inc | 329.1K | $68.54M | 2.3% | −4.8K | Reduced |
| 8 | Jpmorgan Chase & Co. | 224.8K | $66.11M | 2.2% | +5.5K | Added |
| 9 | Chevron Corp New | 314.6K | $65.09M | 2.2% | +634 | Added |
| 10 | Nvidia Corporation | 370.1K | $64.54M | 2.1% | +1.6K | Added |
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