KCM INVESTMENT ADVISORS LLC

Q4 2025 13F-HR Holdings

Location
Greenbrae, CA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
394
Total value ($000)
$3,118,920
Net value change ($000)
+13,797 (0.4%)
New positions
22
Sold out positions
11
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 18,000 26.8%
AAPL 10,959 4.9%
GOOGL 9,632 26.2%
LLY 7,869 41.4%
APPF 4,580 NEW
CAT 4,484 18.7%
NLR 4,309 162.4%
WMT 4,018 6.8%
XLV 3,993 8.4%
JNJ 3,901 11.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -10,938 -7.0%
HD -9,139 -16.2%
COST -8,267 -7.7%
ADP -7,445 -14.7%
BX -4,982 -13.2%
TMUS -3,884 -76.5%
TT -3,646 -8.8%
KMB -2,999 -28.0%
PG -2,932 -10.1%
VZ -2,875 -23.2%
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