KCM INVESTMENT ADVISORS LLC

$3.0B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1109228 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.0B
ALL retained default holdings for this (filer, period), including NULL-value ones: 393
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 14
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 15

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$21.1M	−21,818	$234M	$213M	861,620	839,802
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	ADD	−$14.2M	+5,110	$193M	$179M	1,343,491	1,348,601
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$12.9M	−2,553	$99.1M	$112M	114,938	112,385
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$37.2M	−8,999	$144M	$107M	298,472	289,473
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$7.5M	−2,077	$85.3M	$77.7M	272,422	270,345
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$6.4M	−7,324	$62.9M	$69.3M	564,680	557,356
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$8.5M	−4,757	$77.1M	$68.5M	333,864	329,107
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$4.5M	+5,458	$70.7M	$66.1M	219,296	224,754
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$17.2M	+634	$47.9M	$65.1M	313,966	314,600
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$4.2M	+1,622	$68.7M	$64.5M	368,450	370,072
position key `sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32` · issuer key `cusip6:81369Y` STATE STREET COM	TRIM	−$7.5M	−35,018	$62.7M	$55.2M	532,986	497,968
position key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `cusip6:81369Y` STATE STREET CON	ADD	−$4.3M	+7,203	$58.4M	$54.1M	488,994	496,197
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	TRIM	−$8.4M	−5,515	$61.7M	$53.3M	81,904	76,389
position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `cusip6:81369Y` STATE STREET HEA	TRIM	−$3.4M	−4,711	$51.3M	$47.9M	331,326	326,615
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$7.4M	−277	$53.2M	$45.8M	151,682	151,405
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$6.5M	−2,516	$39.1M	$45.5M	188,796	186,280
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$2.3M	−658	$47.2M	$44.9M	137,290	136,632
position key `sid:sec:prov:c8e45de6b263686115eaf9d9b99abe85` · issuer key `cusip6:92204A` COMM SRVC ETF	TRIM	−$7.9M	−22,927	$52.5M	$44.6M	270,951	248,024
position key `sid:sec:prov:edca92b17408f6ec66bf562ad9cadafa` · issuer key `cusip6:81369Y` STATE STREET IND	ADD	+$4.4M	+16,811	$39.8M	$44.3M	256,851	273,662
position key `pos:14916` · issuer key `iss:1946` COM	TRIM	+$861K	−4,572	$41.7M	$42.5M	189,636	185,064
position key `sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28` · issuer key `cusip6:81369Y` STATE STREET FIN	ADD	−$3.8M	+16,300	$46.2M	$42.5M	843,733	860,033
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$4.6M	−2,237	$46.4M	$41.8M	148,004	145,767
position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `cusip6:81369Y` STATE STREET ENE	TRIM	+$10.2M	−11,358	$29.4M	$39.6M	657,883	646,525
position key `pos:14081` · issuer key `iss:2235` SHS	TRIM	+$1.8M	−2,121	$37.6M	$39.4M	96,700	94,579
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$6.5M	−344	$28.4M	$34.9M	49,619	49,275
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	−$2.0M	+399	$36.1M	$34.1M	58,725	59,124
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$1.5M	−34	$35.0M	$33.5M	104,380	104,346
position key `pos:12477` · issuer key `cusip6:81369Y` STATE STREET CON	TRIM	+$1.6M	−1,950	$31.8M	$33.4M	409,784	407,834
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$3.9M	−7,483	$29.0M	$32.8M	361,049	353,566
position key `sid:sec:prov:519902191eab5520c75b9ee010e71ebf` · issuer key `cusip6:92204A` CONSUM DIS ETF	ADD	−$2.9M	+203	$34.0M	$31.1M	86,283	86,486
position key `pos:11671` · issuer key `iss:122` COM	TRIM	+$2.1M	−270	$28.6M	$30.7M	87,521	87,251
position key `pos:10793` · issuer key `iss:195` COM	TRIM	−$13.5M	−21,505	$43.3M	$29.8M	168,378	146,873
position key `sid:sec:prov:49a45377778bd6d152e29c0a0468d04f` · issuer key `cusip6:92204A` INDUSTRIAL ETF	ADD	+$1.3M	+186	$25.9M	$27.1M	86,647	86,833
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$831K	−7,183	$26.2M	$25.3M	182,472	175,289
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$6.0M	−7,089	$30.3M	$24.2M	44,364	37,275
position key `pos:15622` · issuer key `iss:282` COM	TRIM	−$8.7M	−3,194	$32.7M	$24.1M	212,406	209,212
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	+$267K	−407	$23.3M	$23.6M	76,241	75,834
position key `pos:10721` · issuer key `cusip6:92204A` FINANCIALS ETF	TRIM	−$3.7M	−9,630	$27.1M	$23.4M	203,114	193,484
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$4.6M	−807	$26.9M	$22.3M	25,026	24,219
position key `pos:18187` · issuer key `iss:1040` COM NEW	TRIM	+$3.5M	−242	$18.3M	$21.9M	15,088	14,846
position key `pos:16193` · issuer key `iss:1909` COM CL A	TRIM	+$7.3M	−1,420	$14.0M	$21.3M	86,429	85,009
position key `pos:10146` · issuer key `iss:397` COM	TRIM	+$791K	−40	$18.7M	$19.5M	58,434	58,394
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$1.4M	+2,598	$20.6M	$19.2M	59,460	62,058
position key `pos:16716` · issuer key `iss:633` COM	TRIM	−$495K	−2,793	$18.6M	$18.1M	70,730	67,937
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$717K	+559	$17.4M	$16.7M	76,232	76,791
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$2.8M	−15,270	$18.4M	$15.6M	335,262	319,992
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$3.4M	−1,005	$11.4M	$14.9M	44,550	43,545
position key `pos:10662` · issuer key `iss:1699` COM	ADD	+$3.3M	+5,951	$11.5M	$14.8M	80,131	86,082
position key `sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909` · issuer key `cusip6:92204A` HEALTH CAR ETF	TRIM	−$1.3M	−1,764	$15.9M	$14.6M	55,397	53,633
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	−$290K	+781	$14.2M	$14.0M	28,336	29,117
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	ADD	+$1.9M	+21,071	$11.9M	$13.8M	278,630	299,701
position key `pos:14990` · issuer key `iss:1602` STATE STREET SPD	ADD	+$636K	+51	$12.9M	$13.5M	92,651	92,702
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$5.0M	−16,437	$18.2M	$13.2M	145,490	129,053
position key `sid:sec:prov:60ffabd9670c9af8e52da3a6a1a7ffbc` · issuer key `cusip6:92204A` CONSUM STP ETF	TRIM	+$646K	−586	$12.3M	$13.0M	58,249	57,663
position key `pos:15428` · issuer key `iss:1955` PERP PFD CNV A	TRIM	−$1.2M	−460	$14.0M	$12.8M	11,576	11,116
position key `pos:15144` · issuer key `iss:556` COM	TRIM	−$3.3M	−3,072	$15.6M	$12.4M	68,339	65,267
position key `pos:17516` · issuer key `iss:1012` ISHARES SEMICDTR	TRIM	+$928K	−194	$10.9M	$11.8M	36,067	35,873
position key `pos:10935` · issuer key `iss:1902` COM	TRIM	+$2.1M	−2,510	$9.5M	$11.6M	234,094	231,584
position key `pos:16525` · issuer key `iss:58` COM	TRIM	+$1.3M	−1,764	$10.3M	$11.6M	41,663	39,899
position key `sid:sec:prov:72acab7490a2ded7deae19179db769f5` · issuer key `cusip6:92189F` URANIUM AND NUCL	ADD	+$4.5M	+29,933	$7.0M	$11.5M	56,055	85,988
position key `pos:12216` · issuer key `iss:1531` COM	TRIM	+$564K	−5,952	$10.9M	$11.4M	192,958	187,006
position key `sid:sec:prov:62eb42e14503968141857c62d67e1607` · issuer key `cusip6:81369Y` STATE STREET MAT	ADD	+$1.4M	+7,919	$9.8M	$11.2M	215,866	223,785
position key `sid:sec:prov:0efbc7d8375878c220f88f3581748a46` · issuer key `cusip6:92204A` MATERIALS ETF	ADD	+$1.9M	+5,579	$7.7M	$9.6M	36,913	42,492
position key `pos:16131` · issuer key `iss:1632` COM	ADD	−$550K	+35	$9.3M	$8.8M	93,308	93,343
position key `pos:16012` · issuer key `iss:1713` COM	TRIM	+$1.6K	−6,227	$8.8M	$8.8M	103,990	97,763
position key `pos:16172` · issuer key `iss:1141` COM	TRIM	−$258K	−322	$9.0M	$8.7M	37,322	37,000
position key `pos:10743` · issuer key `iss:1088` COM	TRIM	+$1.3M	−140	$7.5M	$8.7M	25,408	25,268
position key `pos:17758` · issuer key `iss:1605` UTSER1 S&PDCRP	TRIM	−$79.2K	−444	$8.7M	$8.6M	14,456	14,012
position key `sid:sec:prov:89cc3441e94df1e6ade34b90004054c1` · issuer key `cusip6:92204A` ENERGY ETF	TRIM	+$1.9M	−3,228	$6.7M	$8.6M	52,996	49,768
position key `pos:15938` · issuer key `cusip6:92189F` SEMICONDUCTR ETF	ADD	+$1.2M	+1,748	$7.5M	$8.6M	20,711	22,459
position key `pos:11901` · issuer key `iss:1012` SELECT DIVID ETF	ADD	+$545K	+13	$7.5M	$8.0M	52,834	52,847
position key `pos:11064` · issuer key `iss:1089` COM SHS	TRIM	+$59.6K	−1,642	$7.8M	$7.9M	31,242	29,600
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$166K	+1,435	$7.5M	$7.7M	97,927	99,362
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	TRIM	−$460K	−127	$8.1M	$7.7M	11,883	11,756
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	TRIM	−$879K	−10,128	$8.4M	$7.5M	94,411	84,283
position key `pos:17976` · issuer key `iss:547` COM	ADD	+$1.4M	+157	$5.7M	$7.1M	10,288	10,445
position key `sid:sec:prov:b00f08276bb93613a202dd40306a3c2a` · issuer key `cusip6:92204A` UTILITIES ETF	TRIM	+$287K	−972	$6.8M	$7.1M	36,614	35,642
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$1.0M	+135	$6.0M	$7.0M	13,990	14,125
position key `pos:11588` · issuer key `iss:1058` COM	TRIM	−$745K	−4,217	$7.7M	$7.0M	76,450	72,233
position key `pos:17281` · issuer key `iss:809` COM	ADD	+$142K	+39	$6.6M	$6.7M	19,600	19,639
position key `pos:10663` · issuer key `iss:1575` COM	TRIM	+$1.0M	−703	$5.7M	$6.7M	31,633	30,930
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$798K	−86	$5.7M	$6.5M	53,754	53,668
position key `pos:16439` · issuer key `iss:520` COM	TRIM	+$2.2M	−694	$4.1M	$6.3M	46,913	46,219
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	+$673K	−11	$5.5M	$6.2M	17,288	17,277
position key `pos:15909` · issuer key `iss:1633` US BRD MKT ETF	ADD	−$255K	+338	$6.1M	$5.9M	232,990	233,328
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$1.7M	+967	$3.8M	$5.6M	31,750	32,717
position key `pos:11938` · issuer key `iss:834` COM	ADD	−$10.5K	+234	$5.6M	$5.5M	6,316	6,550
position key `pos:11267` · issuer key `iss:2257` COM	ADD	+$293K	+198	$5.2M	$5.4M	16,515	16,713
position key `sid:sec:prov:3c7254bf686fe138e5a2df2aa1be5a39` · issuer key `cusip6:81369Y` STATE STREET REA	TRIM	−$70.6K	−3,335	$5.5M	$5.4M	136,603	133,268
position key `pos:15193` · issuer key `iss:1500` COM	TRIM	−$65.8K	−1,354	$5.4M	$5.3M	67,331	65,977
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$994K	+250	$6.3M	$5.3M	13,943	14,193
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	TRIM	+$363K	−6,148	$4.7M	$5.0M	169,879	163,731
position key `pos:17573` · issuer key `iss:815` COM	TRIM	−$1.5M	−5,715	$6.4M	$4.9M	51,752	46,037
position key `pos:12766` · issuer key `iss:1817` COM	TRIM	−$421K	−1,543	$5.2M	$4.8M	17,875	16,332
position key `sid:sec:prov:eee1f1517a209f14ed92e48ed7ba1725` · issuer key `cusip6:316092` MSCI CONSM DIS	ADD	−$447K	+42	$5.2M	$4.7M	50,632	50,674
position key `pos:17845` · issuer key `iss:455` COM	TRIM	−$862K	−1,893	$5.4M	$4.5M	28,642	26,749
position key `pos:13471` · issuer key `iss:562` COM	ADD	+$864K	+171	$3.7M	$4.5M	7,854	8,025
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	ADD	+$869K	+1,299	$3.6M	$4.5M	9,139	10,438
position key `sid:sec:prov:8211e6b282fa3553725a07b2ca3df9b1` · issuer key `cusip6:316092` MSCI ENERGY IDX	TRIM	+$627K	−23,949	$3.9M	$4.5M	155,912	131,963
position key `pos:17533` · issuer key `iss:1509` COM	TRIM	−$1.6M	−1,068	$6.0M	$4.4M	35,363	34,295

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 58

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11838` · issuer key `iss:1000` S&P 500 TOP 50	NO CHANGE	−$283K	$3.5M	$3.3M	59,775	59,775
position key `pos:18043` · issuer key `cusip6:46434V` CORE DIV GRWTH	NO CHANGE	+$29.6K	$2.7M	$2.7M	38,992	38,992
position key `pos:16793` · issuer key `iss:1633` US MID-CAP ETF	NO CHANGE	+$56.5K	$1.9M	$2.0M	63,459	63,459
position key `pos:16094` · issuer key `iss:512` COM	NO CHANGE	+$261K	$1.6M	$1.9M	47,395	47,395
position key `pos:10899` · issuer key `iss:1013` MSCI ACWI ETF	NO CHANGE	−$37.1K	$1.7M	$1.6M	11,895	11,895
position key `pos:17452` · issuer key `iss:1604` UT SER 1	NO CHANGE	−$57.6K	$1.6M	$1.5M	3,314	3,314
position key `pos:11556` · issuer key `iss:1854` SPON ADR NEW	NO CHANGE	−$205K	$1.6M	$1.4M	24,344	24,344
position key `pos:15250` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$112K	$1.4M	$1.3M	4,950	4,950
position key `pos:12665` · issuer key `iss:1026` COM	NO CHANGE	+$170K	$1.0M	$1.2M	4,527	4,527
position key `pos:14444` · issuer key `iss:1633` FUNDAMENTAL US L	NO CHANGE	+$27.0K	$1.1M	$1.2M	42,262	42,262
position key `pos:12752` · issuer key `iss:1028` COM	NO CHANGE	−$45.2K	$1.2M	$1.1M	8,721	8,721
position key `pos:14439` · issuer key `iss:66` COM	NO CHANGE	+$208K	$773K	$981K	5,466	5,466
position key `pos:11321` · issuer key `iss:239` COM SHS	NO CHANGE	−$64.1K	$1.0M	$947K	23,221	23,221
position key `sid:sec:prov:4a1959ef1e5863d1104d1e33c5f236d6` · issuer key `cusip6:46431W` U.S. TECH INDEPD	NO CHANGE	−$127K	$979K	$852K	9,636	9,636
position key `sid:sec:prov:157e765e027bcd1a38568d30becf283d` · issuer key `cusip6:315912` NASDAQ COMPSIT	NO CHANGE	−$64.7K	$911K	$846K	9,967	9,967
position key `pos:16768` · issuer key `iss:1903` COM	NO CHANGE	−$122K	$802K	$680K	3,586	3,586
position key `pos:11903` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$31.5K	$597K	$628K	2,473	2,473
position key `pos:13049` · issuer key `iss:926` COM	NO CHANGE	+$46.6K	$444K	$491K	1,000	1,000
position key `pos:15578` · issuer key `iss:2205` ORD SHS	NO CHANGE	+$143K	$340K	$483K	1,233	1,233
position key `pos:14503` · issuer key `iss:1578` SPON ADS	NO CHANGE	+$100K	$377K	$477K	5,126	5,126
position key `pos:17268` · issuer key `iss:1012` GLOB HLTHCRE ETF	NO CHANGE	−$18.5K	$467K	$448K	4,790	4,790
position key `sid:sec:prov:003ec1a792a63a6ca1608977e0029001` · issuer key `cusip6:574795` COM	NO CHANGE	+$120K	$327K	$447K	2,515	2,515
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	NO CHANGE	+$14.8K	$430K	$445K	3,578	3,578
position key `pos:13906` · issuer key `iss:1012` S&P 500 VAL ETF	NO CHANGE	−$1.8K	$424K	$422K	2,000	2,000
position key `pos:14021` · issuer key `iss:186` CL A	NO CHANGE	−$565K	$976K	$411K	6,022	6,022
position key `pos:13240` · issuer key `iss:1000` RAFI US 1000 ETF	NO CHANGE	+$5.2K	$402K	$407K	8,565	8,565
position key `pos:16747` · issuer key `iss:1013` U.S. MED DVC ETF	NO CHANGE	−$66.6K	$470K	$404K	7,566	7,566
position key `sid:sec:prov:313203439bdea9467d2130d0a7787fcf` · issuer key `cusip6:00326A` PHYSCL GOLD SHS	NO CHANGE	+$31.3K	$364K	$395K	8,850	8,850
position key `sid:sec:prov:39e408469d02226a8e7a6e70cae0b2be` · issuer key `cusip6:74316P` AKRE FOCUS ETF	NO CHANGE	−$94.4K	$489K	$394K	7,457	7,457
position key `pos:12684` · issuer key `iss:650` COM	NO CHANGE	+$44.3K	$336K	$380K	7,022	7,022
position key `pos:18087` · issuer key `iss:578` COM	NO CHANGE	+$611	$379K	$379K	1,912	1,912
position key `pos:12280` · issuer key `iss:218` COM	NO CHANGE	+$56.6K	$309K	$365K	1,787	1,787
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	NO CHANGE	−$17.1K	$378K	$361K	1,012	1,012
position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `cusip6:922042` FTSE EUROPE ETF	NO CHANGE	−$5.1K	$365K	$360K	4,363	4,363
position key `pos:12699` · issuer key `iss:1012` S&P MC 400GR ETF	NO CHANGE	+$13.3K	$344K	$357K	3,550	3,550
position key `pos:12630` · issuer key `iss:1633` FUNDAMENTAL US S	NO CHANGE	+$9.8K	$336K	$346K	10,661	10,661
position key `sid:sec:prov:329f9ca8856a4994587a14e5811018e8` · issuer key `cusip6:M7S64H` SHS	NO CHANGE	−$387K	$729K	$341K	4,937	4,937
position key `pos:17250` · issuer key `iss:54` COM	NO CHANGE	+$56.1K	$284K	$340K	1,677	1,677
position key `pos:11488` · issuer key `iss:1012` US INDUSTRIALS	NO CHANGE	−$1.3K	$316K	$315K	2,135	2,135
position key `pos:13200` · issuer key `iss:1012` US TRSPRTION	NO CHANGE	+$422	$308K	$308K	4,131	4,131
position key `pos:11810` · issuer key `iss:1633` 1000 INDEX ETF	NO CHANGE	−$14.3K	$319K	$304K	9,712	9,712
position key `pos:16599` · issuer key `iss:689` COM	NO CHANGE	−$24.5K	$326K	$301K	1,245	1,245
position key `pos:11479` · issuer key `iss:2017` ACT	NO CHANGE	+$84.2K	$215K	$300K	3,294	3,294
position key `sid:sec:prov:aaa17390f3f0b986b3620de2f386fd2d` · issuer key `cusip6:92189F` PHARMACEUTCL ETF	NO CHANGE	+$2.0K	$296K	$298K	2,873	2,873
position key `pos:17285` · issuer key `iss:1013` US HLTHCR PR ETF	NO CHANGE	−$42.4K	$334K	$291K	6,957	6,957
position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B` MSCI USA MIN VOL	NO CHANGE	−$4.3K	$284K	$280K	3,020	3,020
position key `pos:16000` · issuer key `iss:215` SPONSORED ADR	NO CHANGE	+$73.1K	$207K	$280K	5,957	5,957
position key `pos:18221` · issuer key `iss:1739` COM	NO CHANGE	−$51.3K	$329K	$278K	700	700
position key `pos:16608` · issuer key `iss:1012` EUROPE ETF	NO CHANGE	−$2.6K	$265K	$263K	3,865	3,865
position key `sid:sec:prov:6d0050e035d8d64a730c529e5e172d4f` · issuer key `cusip6:46138E` S&P500 LOW VOL	NO CHANGE	+$6.1K	$253K	$259K	3,537	3,537
position key `pos:18169` · issuer key `iss:1577` COM	NO CHANGE	−$13.8K	$271K	$257K	1,589	1,589
position key `sid:sec:prov:544cdf21c22543ecb53452a4d3ac8b99` · issuer key `cusip6:063425` COM	NO CHANGE	−$3.5K	$240K	$237K	9,240	9,240
position key `pos:13275` · issuer key `iss:1000` WATER RES ETF	NO CHANGE	−$12.5K	$248K	$235K	3,518	3,518
position key `pos:16180` · issuer key `iss:1012` US HLTHCARE ETF	NO CHANGE	−$12.6K	$238K	$225K	3,650	3,650
position key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910` MEGA GRWTH IND	NO CHANGE	−$27.6K	$251K	$224K	609	609
position key `sid:sec:prov:3b7987afbdf6570bc53bb49acd909763` · issuer key `cusip6:46138E` RAFI EMRGNG MRKT	NO CHANGE	+$8.8K	$206K	$215K	8,000	8,000
position key `pos:17507` · issuer key `iss:418` SPON ADR NEW	NO CHANGE	−$504	$116K	$115K	10,067	10,067
position key `pos:12527` · issuer key `iss:818` SPON ADR REP PFD	NO CHANGE	−$1.2K	$53.8K	$52.6K	14,576	14,576

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 307 issuers · $3.0B disclosed value over 393 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

SELECT SECTOR SPDR TR

11 positions · 11 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$179M	1,348,601
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$55.2M	497,968
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$54.1M	496,197
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$47.9M	326,615
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$44.3M	273,662
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$42.5M	860,033
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$39.6M	646,525
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$33.4M	407,834
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$13.8M	299,701
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$11.2M	223,785
SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 src ↗	$5.4M	133,268

ticker not yet mapped

$527M

5,514,189

17.5%

—

VANGUARD WORLD FD

10 positions · 10 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$53.3M	76,389
VANGUARD WORLD FD · COMM SRVC ETF CUSIP 92204A884 src ↗	$44.6M	248,024
VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 src ↗	$31.1M	86,486
VANGUARD WORLD FD · INDUSTRIAL ETF CUSIP 92204A603 src ↗	$27.1M	86,833
VANGUARD WORLD FD · FINANCIALS ETF CUSIP — src ↗	$23.4M	193,484
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$14.6M	53,633
VANGUARD WORLD FD · CONSUM STP ETF CUSIP 92204A207 src ↗	$13.0M	57,663
VANGUARD WORLD FD · MATERIALS ETF CUSIP 92204A801 src ↗	$9.6M	42,492
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$8.6M	49,768
VANGUARD WORLD FD · UTILITIES ETF CUSIP 92204A876 src ↗	$7.1M	35,642

ticker not yet mapped

$232M

930,414

7.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$213M

839,802

7.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$77.7M	270,345
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$41.8M	145,767

$120M

416,112

4.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$112M

112,385

3.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$107M

289,473

3.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$69.3M

557,356

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$68.5M

329,107

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$66.1M

224,754

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$65.1M

314,600

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$64.5M

370,072

2.1%

—

VANGUARD INDEX FDS

8 positions · 8 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$33.5M	104,346
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$7.5M	84,283
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$4.3M	9,794
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$1.4M	2,281
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$594K	2,069
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$554K	2,115
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$420K	2,139
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$219K	725

ticker not yet mapped

$48.4M

207,752

1.6%

—

ISHARES TR

24 positions · 24 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for ISHARES TR, as it reported them
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$11.8M	35,873
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$8.0M	52,847
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$7.7M	11,756
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$2.8M	8,935
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$2.7M	39,766
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$2.4M	9,678
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$2.3M	13,742
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$1.7M	3,918
ISHARES TR · U.S. FINLS ETF CUSIP — src ↗	$1.4M	11,892
ISHARES TR · GLOBAL 100 ETF CUSIP — src ↗	$1.2M	9,737
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$750K	9,374
ISHARES TR · GLOBAL FINLS ETF CUSIP — src ↗	$742K	6,510
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$609K	6,270
ISHARES TR · GLOBAL TECH ETF CUSIP — src ↗	$552K	5,526
ISHARES TR · GLOB HLTHCRE ETF CUSIP — src ↗	$448K	4,790
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$445K	3,578
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$422K	2,000
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$361K	1,012
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$357K	3,550
ISHARES TR · US INDUSTRIALS CUSIP — src ↗	$315K	2,135
ISHARES TR · US TRSPRTION CUSIP — src ↗	$308K	4,131
ISHARES TR · EUROPE ETF CUSIP — src ↗	$263K	3,865
ISHARES TR · US HLTHCARE ETF CUSIP — src ↗	$225K	3,650
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$218K	1,649

ticker not yet mapped

$48.0M

256,184

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$45.8M

151,405

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$45.5M

186,280

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$44.9M

136,632

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$42.5M

185,064

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$39.4M

94,579

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$34.9M

49,275

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$34.1M

59,124

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$32.8M

353,566

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$30.7M

87,251

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$29.8M

146,873

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$25.3M

175,289

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$24.2M

37,275

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$24.1M

209,212

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$23.6M

75,834

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$22.3M

24,219

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$21.9M

14,846

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTIV HOLDINGS CO · COM CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$21.3M

85,009

0.7%

—

VANECK ETF TRUST

3 positions · 3 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · URANIUM AND NUCL CUSIP 92189F601 src ↗	$11.5M	85,988
VANECK ETF TRUST · SEMICONDUCTR ETF CUSIP — src ↗	$8.6M	22,459
VANECK ETF TRUST · PHARMACEUTCL ETF CUSIP 92189F692 src ↗	$298K	2,873

ticker not yet mapped

$20.4M

111,320

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARLISLE COS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$19.5M

58,394

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$19.2M

62,058

0.6%

—

SCHWAB STRATEGIC TR

11 positions · 11 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$5.9M	233,328
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$5.0M	163,731
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$2.0M	63,459
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$1.4M	56,237
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$1.2M	42,262
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$1.2M	40,103
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$896K	36,185
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$445K	9,088
SCHWAB STRATEGIC TR · FUNDAMENTAL US S CUSIP — src ↗	$346K	10,661
SCHWAB STRATEGIC TR · 1000 INDEX ETF CUSIP — src ↗	$304K	9,712
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$272K	8,928

ticker not yet mapped

$18.9M

673,694

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP

2 positions · 2 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for BANK AMERICA CORP, as it reported them
BANK AMERICA CORP · COM CUSIP — src ↗	$15.6M	319,992
BANK AMERICA CORP · 7.25%CNV PFD L CUSIP — src ↗	$2.8M	2,330

$18.4M

322,322

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$18.1M

67,937

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$16.7M

76,791

0.6%

—

SPDR SERIES TRUST

6 positions · 6 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$13.5M	92,702
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.3M	4,950
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$628K	2,473
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$451K	3,533
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$401K	4,100
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$348K	5,345

ticker not yet mapped

$16.6M

113,103

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO

2 positions · 2 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for WELLS FARGO & CO, as it reported them
WELLS FARGO & CO · PERP PFD CNV A CUSIP — src ↗	$12.8M	11,116
WELLS FARGO & CO · COM CUSIP — src ↗	$3.3M	41,783

$16.2M

52,899

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.9M

43,545

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN COPPER CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.8M

86,082

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.0M

29,117

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.2M

129,053

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.4M

65,267

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.6M

231,584

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODUCTS AND CHEMICALS I · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.6M

39,899

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REALTY INCOME CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.4M

187,006

0.4%

—

FIDELITY COVINGTON TRUST

6 positions · 6 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for FIDELITY COVINGTON TRUST, as it reported them
FIDELITY COVINGTON TRUST · MSCI CONSM DIS CUSIP 316092204 src ↗	$4.7M	50,674
FIDELITY COVINGTON TRUST · MSCI ENERGY IDX CUSIP 316092402 src ↗	$4.5M	131,963
FIDELITY COVINGTON TRUST · MSCI INFO TECH I CUSIP 316092808 src ↗	$613K	2,947
FIDELITY COVINGTON TRUST · MSCI COMMNTN SVC CUSIP 316092873 src ↗	$501K	7,352
FIDELITY COVINGTON TRUST · MSCI FINLS IDX CUSIP 316092501 src ↗	$234K	3,330
FIDELITY COVINGTON TRUST · MSCI HLTH CARE I CUSIP 316092600 src ↗	$211K	3,001

ticker not yet mapped

$10.8M

199,267

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.8M

93,343

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STARBUCKS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.8M

97,763

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.7M

37,000

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

L3HARRIS TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.7M

25,268

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.6M

14,012

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LABCORP HOLDINGS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.9M

29,600

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.7M

99,362

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CURTISS WRIGHT CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.1M

10,445

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.0M

14,125

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KIMBERLY-CLARK CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.0M

72,233

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL DYNAMICS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.7M

19,639

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROSS STORES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.7M

30,930

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.5M

53,668

0.2%

—

ISHARES TR

6 positions · 6 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for ISHARES TR, as it reported them
ISHARES TR · US REGNL BKS ETF CUSIP — src ↗	$3.1M	58,452
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$1.6M	11,895
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$558K	18,412
ISHARES TR · U.S. MED DVC ETF CUSIP — src ↗	$404K	7,566
ISHARES TR · US HLTHCR PR ETF CUSIP — src ↗	$291K	6,957
ISHARES TR · GLB CNSM STP ETF CUSIP — src ↗	$286K	4,266

ticker not yet mapped

$6.3M

107,548

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.3M

46,219

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.2M

17,277

0.2%

—

INVESCO EXCHANGE TRADED FD T

5 positions · 5 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P 500 TOP 50 CUSIP — src ↗	$3.3M	59,775
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$1.3M	6,724
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$407K	8,565
INVESCO EXCHANGE TRADED FD T · INVESCO MSCI CUSIP — src ↗	$363K	7,652
INVESCO EXCHANGE TRADED FD T · WATER RES ETF CUSIP — src ↗	$235K	3,518

ticker not yet mapped

$5.6M

86,234

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.6M

32,717

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.5M

6,550

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.4M

16,713

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PUBLIC SVC ENTERPRISE GROUP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.3M

65,977

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.3M

14,193

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENUINE PARTS CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.9M

46,037

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRAVELERS COMPANIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.8M

16,332

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINTAS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

26,749

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

8,025

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

10,438

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.4M

34,295

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.3M

10,107

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.3M

50,276

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.2M

7,320

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.1M

53,938

0.1%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$4.1M

18,953

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NIKE INC · CL B CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.1M

76,964

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.9M

19,698

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOZONE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.8M

1,112

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.7M

11,049

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.6M

18,578

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FREEPORT MCMORAN INC · CL B CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.6M

60,569

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARDINAL HEALTH INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.4M

16,258

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FORTINET INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.4M

41,857

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.3M

34,328

0.1%

—

FIRST TR EXCHANGE-TRADED ALP · MID CP GR ALPH CUSIP 33737M102
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$3.2M

35,798

0.1%

—

INVESCO EXCH TRADED FD TR II

3 positions · 3 reported rows

Rows KCM INVESTMENT ADVISORS LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · PFD ETF CUSIP 46138E511 src ↗	$2.7M	248,499
INVESCO EXCH TRADED FD TR II · S&P500 LOW VOL CUSIP 46138E354 src ↗	$259K	3,537
INVESCO EXCH TRADED FD TR II · RAFI EMRGNG MRKT CUSIP 46138E727 src ↗	$215K	8,000

ticker not yet mapped

$3.2M

260,036

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.2M

10,491

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.1M

18,858

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.1M

21,924

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CLOROX CO DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

29,324

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

20,533

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

12,408

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.9M

12,773

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROLOGIS INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.9M

21,614

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 56.4%below median 80.0%
Concentration index: 198 bpsbelow median 446 bps
Positions with value: 393 / 393median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 56.4% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 198 · QoQ moves: 408

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open KCM INVESTMENT ADVISORS LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).