KCM INVESTMENT ADVISORS LLC

All 13F Filings

Location
Greenbrae, CA
Most recent 13F
Q3 2026
Holdings value ($000)
3,361,234
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/27/2026 411 3,361,234 13F-HR KCM INVESTMENT ADVISORS LLC
Q2 2026 8/13/2026 400 3,367,225 13F-HR KCM INVESTMENT ADVISORS LLC
Q1 2026 5/15/2026 393 3,012,965 13F-HR KCM INVESTMENT ADVISORS LLC
Q4 2025 2/13/2026 394 3,118,920 13F-HR KCM INVESTMENT ADVISORS LLC
Q3 2025 11/12/2025 383 3,105,123 13F-HR KCM INVESTMENT ADVISORS LLC
Q2 2025 8/6/2025 378 2,980,842 13F-HR KCM INVESTMENT ADVISORS LLC
Q2 2014 8/1/2014 495 1,069,947 13F-HR KCM INVESTMENT ADVISORS LLC
Q1 2014 5/20/2014 457 968,019 13F-HR KCM INVESTMENT ADVISORS LLC
Q4 2013 2/10/2014 454 919,139 13F-HR KCM INVESTMENT ADVISORS LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.16 M 64.3% 0 6.365 K -6.365 K
ETFs 1.201 M 35.7% 375 0 375
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Fund Snapshot

Q3 2026
Latest filed
10/27/2026
Total value ($000)
3,361,234
Holdings
411
QoQ value change ($000)
-5,991 (-0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.