KCM INVESTMENT ADVISORS LLC

Q1 2026 13F-HR Holdings

Location
Greenbrae, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
393
Total value ($000)
$3,012,965
Net value change ($000)
-105,955 (-3.4%)
New positions
14
Sold out positions
15
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 17,240 36.0%
COST 12,869 13.0%
XLE 10,192 34.7%
VRT 7,300 52.1%
CAT 6,484 22.8%
JNJ 6,463 16.5%
WMT 6,357 10.1%
NLR 4,491 64.5%
XLI 4,416 11.1%
NEE 3,854 13.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -37,193 -25.8%
AAPL -21,107 -9.0%
XLK -14,193 -7.3%
ADP -13,470 -31.1%
BX -8,683 -26.5%
AMZN -8,519 -11.1%
VGT -8,440 -13.7%
VOX -7,859 -15.0%
XLC -7,538 -12.0%
GOOGL -7,528 -8.8%
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