13F Filings History of KCM INVESTMENT ADVISORS LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • KCM INVESTMENT ADVISORS LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • KCM INVESTMENT ADVISORS LLC reported 400 equity holdings with a total reported market value of $3,367,225,168 for Q2 2026. Top reported holdings included XLK, AAPL, MSFT, COST, and GOOGL.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Loni Tankoos - Chief Compliance Officer
Manager location
Greenbrae, CA

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$3,367,225,168
Quarter delta
+$354,259,972
Accepted
13 Aug 2026, 21:56
Rows shown
1-25 of 51
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 400 $3,367,225,168 +$157,132,940 -$60,260,812 +$96,872,128 XLK, AAPL, MSFT, COST, GOOGL 13F-HR 13 Aug 2026, 21:56
Q1 2026 393 $3,012,965,196 +$33,390,682 -$80,833,917 -$47,443,235 AAPL, XLK, COST, MSFT, GOOGL 13F-HR 15 May 2026, 16:57
Q4 2025 394 $3,118,920,186 +$182,547,255 -$67,372,893 +$115,174,362 AAPL, XLK, MSFT, COST, GOOGL 13F-HR 13 Feb 2026, 15:14
Q3 2025 383 $3,105,123,391 +$39,918,786 -$131,504,520 -$91,585,734 AAPL, XLK, MSFT, COST, AMZN 13F-HR 12 Nov 2025, 16:57
Q2 2025 378 $2,980,841,666 +$74,911,181 -$69,812,804 +$5,098,377 AAPL, XLK, MSFT, COST, XLC 13F-HR 06 Aug 2025, 16:19
Q1 2025 362 $2,783,926,735 +$59,717,508 -$89,409,986 -$29,692,478 AAPL, XLK, MSFT, COST, XLC 13F-HR 14 May 2025, 11:44
Q4 2024 367 $2,900,386,506 +$35,054,851 -$88,567,172 -$53,512,321 AAPL, XLK, MSFT, COST, AMZN 13F-HR 12 Feb 2025, 20:06
Q3 2024 373 $2,952,197,004 +$50,807,885 -$35,619,098 +$15,188,787 AAPL, XLK, MSFT, COST, VTI 13F-HR 06 Nov 2024, 14:07
Q2 2024 367 $2,786,238,709 +$77,172,764 -$45,083,788 +$32,088,976 AAPL, XLK, MSFT, COST, AMZN 13F-HR 29 Jul 2024, 12:15
Q1 2024 376 $2,707,332,106 +$82,668,180 -$57,046,936 +$25,621,244 AAPL, XLK, MSFT, COST, AMZN 13F-HR 07 May 2024, 13:26
Q4 2023 365 $2,511,005,582 +$27,729,961 -$80,373,831 -$52,643,870 AAPL, XLK, MSFT, COST, VTI 13F-HR 13 Feb 2024, 14:04
Q3 2023 365 $2,319,079,336 +$25,261,280 -$94,272,283 -$69,011,003 AAPL, XLK, MSFT, COST, CVX 13F-HR 08 Nov 2023, 16:29
Q2 2023 378 $2,493,535,511 +$31,663,148 -$168,657,941 -$136,994,793 AAPL, XLK, MSFT, COST, CVX 13F-HR 09 Aug 2023, 13:20
Q1 2023 406 $2,468,971,186 +$108,642,283 -$74,310,192 +$34,332,091 AAPL, XLK, MSFT, COST, CVX 13F-HR 09 May 2023, 12:34
Q4 2022 388 $2,323,825,000 +$65,260,919 -$49,908,524 +$15,352,395 AAPL, XLK, MSFT, COST, CVX 13F-HR 31 Jan 2023, 12:28
Q3 2022 377 $2,162,853,000 +$94,385,430 -$62,546,151 +$31,839,279 AAPL, XLK, MSFT, COST, ADP 13F-HR 10 Nov 2022, 11:53
Q2 2022 384 $2,291,105,000 +$88,705,213 -$92,220,559 -$3,515,346 AAPL, XLK, MSFT, COST, JNJ 13F-HR 15 Aug 2022, 14:44
Q1 2022 409 $2,731,285,000 +$88,492,164 -$66,543,530 +$21,948,634 AAPL, XLK, MSFT, COST, AMZN 13F-HR 13 May 2022, 15:52
Q4 2021 419 $2,873,124,000 +$132,290,110 -$51,959,991 +$80,330,119 AAPL, XLK, MSFT, COST, HD 13F-HR 14 Feb 2022, 11:43
Q3 2021 394 $2,512,810,000 +$80,478,363 -$30,796,836 +$49,681,527 AAPL, XLK, MSFT, COST, AMZN 13F-HR 12 Nov 2021, 15:41
Q2 2021 388 $2,472,159,000 +$98,637,669 -$30,995,451 +$67,642,218 AAPL, XLK, MSFT, AMZN, COST Restatement 21 Oct 2021, 13:31
Q1 2021 367 $2,256,802,000 +$131,017,193 -$38,266,617 +$92,750,576 AAPL, XLK, MSFT, AMZN, COST 13F-HR 13 May 2021, 12:25
Q4 2020 354 $2,074,590,000 +$149,638,261 -$24,869,373 +$124,768,888 AAPL, XLK, MSFT, AMZN, COST 13F-HR 18 Feb 2021, 18:04
Q3 2020 317 $1,804,000,000 +$155,923,455 -$176,619,870 -$20,696,415 AAPL, XLK, MSFT, AMZN, COST 13F-HR 13 Nov 2020, 21:06
Q2 2020 337 $1,777,701,000 +$103,583,907 -$82,947,081 +$20,636,826 AAPL, XLK, MSFT, VTI, AMZN 13F-HR 13 Aug 2020, 19:12
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