SEC 13F Intelligence

Managers / Q4 2025 · view latest →

KCM INVESTMENT ADVISORS LLC

CIK 0001109228 · 300 DRAKES LANDING ROAD, SUITE 210, GREENBRAE, CA, 94904 · 415-461-7788

Reported Value
$3.1B
Q4 2025
Positions
394
Filings on Record
31
2019–present window
Filed
Feb 13, 2026
original filing

Summary

Kcm Investment Advisors Llc reported $3.1B in U.S.-listed holdings across 394 positions for Q4 2025.

Its largest position, AAPL, represents 7.5% of the portfolio.

Compared with Q3 2025, the fund opened 22 new positions and exited 11.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.5BQ4 ’18Q1 ’19: $1.5BQ2 ’19: $1.7BQ3 ’19: $1.7BQ4 ’19: $1.8BQ4 ’19Q1 ’20: $1.5BQ2 ’20: $1.8BQ3 ’20: $1.8BQ4 ’20: $2.1BQ4 ’20Q1 ’21: $2.3BQ2 ’21: $2.6BQ3 ’21: $2.5BQ4 ’21: $2.9BQ4 ’21Q1 ’22: $2.7BQ2 ’22: $2.3BQ3 ’22: $2.2BQ4 ’22: $2.3BQ4 ’22Q1 ’23: $2.5BQ2 ’23: $2.5BQ3 ’23: $2.3BQ4 ’23: $2.5BQ4 ’23Q1 ’24: $2.7BQ2 ’24: $2.8BQ3 ’24: $3.0BQ4 ’24: $2.9BQ4 ’24Q1 ’25: $2.8BQ2 ’25: $3.0BQ3 ’25: $3.1BQ4 ’25: $3.1BQ4 ’25Q1 ’26: $3.0Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 61.9%ETP: 34.5%Other: 2.1%REIT: 0.6%PUBLIC: 0.5%Other: 0.3%
  • Common Stock · 61.9% · $1.9B
  • ETP · 34.5% · $1.1B
  • Other · 2.1% · $67M
  • REIT · 0.6% · $20M
  • PUBLIC · 0.5% · $17M
  • Other · 0.3% · $10M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.0B393May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.1B394Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$3.1B383Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.0B378Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.8B362May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.9B367Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$3.0B373Nov 6, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.8B367Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.7B376May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.5B365Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.3B365Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.5B378Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$2.5B406May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.3B388Jan 31, 202313F-HRchanges · EDGAR ↗
Q3 2022$2.2B377Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.3B384Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.7B409May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.9B419Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.5B394Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.6B464Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.3B367May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.1B354Feb 19, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.8B317Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.8B337Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.5B306Apr 27, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.8B340Feb 18, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.7B324Nov 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.7B324Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.5B316May 16, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.5B483Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.