KCM INVESTMENT ADVISORS LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$2.95B
Signature - Title
Loni Tankoos - Chief Compliance Officer
Location
Greenbrae, CA
Summary
This page shows a list of all the recent 13F filings made by KCM INVESTMENT ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KCM INVESTMENT ADVISORS LLC reported 373 stock holdings with total value $2.95B as of Q3 2024. Top holdings included AAPL, XLK, MSFT, COST, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 373 $2.95B +$50.8M -$35.6M +$15.2M AAPL, XLK, MSFT, COST, VTI 13F-HR 11/6/2024, 02:07 PM
Q2 2024 367 $2.79B +$77.2M -$45.1M +$32.1M AAPL, XLK, MSFT, COST, AMZN 13F-HR 7/29/2024, 12:15 PM
Q1 2024 376 $2.71B +$82.7M -$57M +$25.6M AAPL, XLK, MSFT, COST, AMZN 13F-HR 5/7/2024, 01:26 PM
Q4 2023 365 $2.51B +$27.7M -$80.4M -$52.6M AAPL, XLK, MSFT, COST, VTI 13F-HR 2/13/2024, 02:04 PM
Q3 2023 365 $2.32B +$25.3M -$94.3M -$69M AAPL, XLK, MSFT, COST, CVX 13F-HR 11/8/2023, 04:29 PM
Q2 2023 378 $2.49B +$31.7M -$169M -$137M AAPL, XLK, MSFT, COST, CVX 13F-HR 8/9/2023, 01:20 PM
Q1 2023 406 $2.47B +$109M -$74.3M +$34.3M AAPL, XLK, MSFT, COST, CVX 13F-HR 5/9/2023, 12:34 PM
Q4 2022 388 $2.32B +$65.3M -$49.9M +$15.4M AAPL, XLK, MSFT, COST, CVX 13F-HR 1/31/2023, 12:28 PM
Q3 2022 377 $2.16B +$94.4M -$62.5M +$31.8M AAPL, XLK, MSFT, COST, ADP 13F-HR 11/10/2022, 11:53 AM
Q2 2022 384 $2.29B +$88.7M -$92.2M -$3.52M AAPL, XLK, MSFT, COST, JNJ 13F-HR 8/15/2022, 02:44 PM
Q1 2022 409 $2.73B +$88.5M -$66.5M +$21.9M AAPL, XLK, MSFT, COST, AMZN 13F-HR 5/13/2022, 03:52 PM
Q4 2021 419 $2.87B +$132M -$52M +$80.3M AAPL, XLK, MSFT, COST, HD 13F-HR 2/14/2022, 11:43 AM
Q3 2021 394 $2.51B +$80.5M -$30.8M +$49.7M AAPL, XLK, MSFT, COST, AMZN 13F-HR 11/12/2021, 03:41 PM
Q2 2021 388 $2.47B +$98.6M -$31M +$67.6M AAPL, XLK, MSFT, AMZN, COST Restatement 10/21/2021, 01:31 PM
Q1 2021 367 $2.26B +$131M -$38.3M +$92.8M AAPL, XLK, MSFT, AMZN, COST 13F-HR 5/13/2021, 12:25 PM
Q4 2020 354 $2.07B +$150M -$24.9M +$125M AAPL, XLK, MSFT, AMZN, COST 13F-HR 2/18/2021, 06:04 PM
Q3 2020 317 $1.8B +$156M -$177M -$20.7M AAPL, XLK, MSFT, AMZN, COST 13F-HR 11/13/2020, 09:06 PM
Q2 2020 337 $1.78B +$104M -$82.9M +$20.6M AAPL, XLK, MSFT, VTI, AMZN 13F-HR 8/13/2020, 07:12 PM
Q1 2020 306 $1.48B +$120M -$147M -$26.6M XLK, AAPL, MSFT, VTI, COST 13F-HR 4/27/2020, 02:22 PM
Q4 2019 340 $1.84B +$37.9M -$39.4M -$1.54M XLK, AAPL, MSFT, SPY, XLV 13F-HR 2/18/2020, 02:38 PM
Q3 2019 324 $1.72B +$48.8M -$38M +$10.8M XLK, AAPL, MSFT, SPY, XLV 13F-HR 11/14/2019, 08:11 PM
Q2 2019 324 $1.67B +$107M -$33.7M +$73.3M XLK, AAPL, MSFT, SPY, XLV 13F-HR 8/14/2019, 01:57 PM
Q1 2019 316 $1.55B +$99.3M -$227M -$128M XLK, AAPL, SPY, MSFT, XLV 13F-HR 5/15/2019, 08:31 PM
Q4 2018 481 $1.51B +$77.3M -$117M -$39.8M XLK, AAPL, MSFT, SPY, XLV 13F-HR 2/12/2019, 01:27 PM
Q3 2018 512 $1.75B +$91M -$73.9M +$17.2M XLK, AAPL, XLY, MSFT, XLV 13F-HR 11/7/2018, 02:59 PM
Q2 2018 523 $1.62B +$142M -$206M -$63.9M XLK, AAPL, XLY, MSFT, CVX 13F-HR 8/10/2018, 03:15 PM
Q1 2018 521 $1.65B +$67.8M -$76.6M -$8.84M XLK, META, AAPL, JNJ, MSFT Restatement 5/9/2018, 01:32 PM
Q4 2017 514 $1.71B +$72M -$66.2M +$5.82M META, XLK, AAPL, WFC, JNJ 13F-HR 2/22/2018, 09:51 AM
Q3 2017 520 $1.64B +$70.4M -$71.8M -$1.4M META, AAPL, WFC, JNJ, XLK 13F-HR 11/13/2017, 02:21 PM
Q2 2017 531 $1.6B +$69.8M -$62.5M +$7.26M META, AAPL, WFC, JNJ, CVX 13F-HR 8/10/2017, 03:15 PM
Q1 2017 538 $1.56B +$81.5M -$59.9M +$21.7M META, AAPL, WFC, JNJ, VZ 13F-HR 5/15/2017, 10:34 AM
Q4 2016 533 $1.49B +$51.1M -$32.2M +$18.9M WFC, META, VZ, AAPL, CVX Restatement 2/22/2017, 01:52 PM
Q3 2016 536 $1.46B +$66.9M -$44.1M +$22.8M META, VZ, AAPL, WFC, JNJ 13F-HR 11/15/2016, 11:38 AM
Q2 2016 522 $1.43B +$59.1M -$28.3M +$30.8M META, VZ, WFC, JNJ, AAPL 13F-HR 8/15/2016, 02:54 PM
Q1 2016 515 $1.36B +$116M -$40.8M +$75.1M META, WFC, VZ, AAPL, JNJ 13F-HR 5/10/2016, 09:52 AM
Q4 2015 516 $1.27B +$66.3M -$52.8M +$13.5M WFC, AAPL, VZ, JNJ, GE 13F-HR 2/12/2016, 03:16 PM
Q3 2015 521 $1.21B +$73.4M -$54.5M +$18.8M WFC, AAPL, VZ, JNJ, CVX 13F-HR 11/12/2015, 02:02 PM
Q2 2015 541 $1.26B +$75.6M -$45.9M +$29.7M WFC, AAPL, CVX, VZ, JNJ 13F-HR 8/14/2015, 02:08 PM
Q1 2015 534 $1.25B +$94.6M -$39.9M +$54.7M WFC, AAPL, CVX, VZ, JNJ 13F-HR 5/14/2015, 05:00 PM
Q4 2014 514 $1.19B +$108M -$42.5M +$65.6M WFC, CVX, AAPL, VZ, JNJ 13F-HR 2/12/2015, 12:20 PM
Q3 2014 502 $1.09B +$61.8M -$29.9M +$31.9M WFC, VZ, CVX, JNJ, AAPL 13F-HR 11/10/2014, 12:14 PM
Q2 2014 489 $1.07B +$105M -$24.8M +$79.9M WFC, CVX, VZ, JNJ, AAPL 13F-HR 8/1/2014, 01:51 PM
Q1 2014 453 $968M +$55.3M -$20.5M +$34.8M WFC, CVX, VZ, JNJ, PG 13F-HR 5/20/2014, 03:07 PM
Q4 2013 448 $919M $0 $0 WFC, CVX, VZ, JNJ, GE 13F-HR 2/10/2014, 10:37 AM