KCM INVESTMENT ADVISORS LLC

Q3 2026 13F-HR Holdings

Location
Greenbrae, CA
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
411
Total value ($000)
$3,361,234
Net value change ($000)
-5,991 (-0.2%)
New positions
25
Sold out positions
14
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 36,840 33.8%
AAPL 32,392 13.5%
NVDA 13,132 17.6%
CVX 11,763 22.7%
XLK 7,527 2.9%
FCX 6,052 153.5%
EXXONMOBIL HOLDINGS CORP 5,377 NEW
XLE 5,025 14.7%
AMGN 4,925 15.5%
XBI 4,310 211.5%
Top Reduces (Value $000, Stocks/ETFs)
KLAC -23,146 -53.8%
CAT -13,709 -25.9%
AMAT -10,291 -33.2%
HD -9,624 -20.2%
VRT -7,920 -27.9%
XLY -6,517 -10.5%
XLI -5,797 -11.9%
WMT -5,710 -9.1%
LIN -5,567 -77.2%
NEE -4,757 -15.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type