KCM INVESTMENT ADVISORS LLC

All 13F Filings

Location
Greenbrae, CA
Most recent 13F
Q1 2026
Holdings value ($000)
3,012,965
Description
Website
Founded
Chairman
CEO
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
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 1.996 M 66.3% 0 768.9 K -768.9 K
ETFs 1.017 M 33.7% 662.8 K 0 662.8 K
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Fund Snapshot

Q1 2026
Latest filed
5/15/2026
Total value ($000)
3,012,965
Holdings
393
QoQ value change ($000)
-105,955 (-3.4%)
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.