KCM INVESTMENT ADVISORS LLC

Q3 2025 13F-HR Holdings

Location
Greenbrae, CA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
383
Total value ($000)
$3,105,123
Net value change ($000)
+124,281 (4.2%)
New positions
19
Sold out positions
14
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
AAPL 42,365 23.4%
GOOGL 18,709 38.5%
XLK 18,396 10.4%
NVDA 11,114 18.8%
JPM 10,976 18.9%
GOOGL 10,555 40.2%
VGT 7,775 14.2%
MSFT 6,344 4.3%
HD 5,672 11.2%
JNJ 5,630 19.1%
Top Reduces (Value $000, Stocks/ETFs)
VTI -31,436 -46.9%
VFH -16,963 -38.8%
XLC -13,412 -17.2%
VHT -11,700 -44.7%
COST -7,414 -6.5%
DE -3,782 -51.4%
UPS -3,450 -60.4%
SPTM -3,048 -100.0%
ADP -2,853 -5.3%
V -2,210 -4.0%
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