KCM INVESTMENT ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 840K | $213.13M |
 | WMT | 557K | $69.27M |
 | NVDA | 370K | $64.54M |
 | NEE | 354K | $32.84M |
 | AMZN | 329K | $68.54M |
 | BAC | 320K | $15.60M |
 | CVX | 315K | $65.09M |
 | MSFT | 289K | $107.15M |
 | GOOGL | 270K | $77.74M |
 | VZ | 232K | $11.63M |
 | JPM | 225K | $66.11M |
 | BX | 209K | $24.06M |
 | O | 187K | $11.44M |
 | JNJ | 186K | $45.53M |
 | WM | 185K | $42.53M |
 | PG | 175K | $25.32M |
 | V | 151K | $45.76M |
 | ADP | 147K | $29.84M |
 | GOOG | 146K | $41.81M |
 | HD | 137K | $44.94M |
Apple Inc.
AAPL
Shares Held
840K
Value
$213.13M
Walmart Inc.
WMT
Shares Held
557K
Value
$69.27M
NVIDIA Corporation
NVDA
Shares Held
370K
Value
$64.54M
NextEra Energy, Inc.
NEE
Shares Held
354K
Value
$32.84M
Amazon.com, Inc.
AMZN
Shares Held
329K
Value
$68.54M
Bank of America Corporation
BAC
Shares Held
320K
Value
$15.60M
Chevron Corporation
CVX
Shares Held
315K
Value
$65.09M
Microsoft Corporation
MSFT
Shares Held
289K
Value
$107.15M
Alphabet Inc.
GOOGL
Shares Held
270K
Value
$77.74M
Verizon Communications Inc.
VZ
Shares Held
232K
Value
$11.63M
JPMorgan Chase & Co.
JPM
Shares Held
225K
Value
$66.11M
Blackstone Inc.
BX
Shares Held
209K
Value
$24.06M
Realty Income Corporation
O
Shares Held
187K
Value
$11.44M
Johnson & Johnson
JNJ
Shares Held
186K
Value
$45.53M
Waste Management, Inc.
WM
Shares Held
185K
Value
$42.53M
The Procter & Gamble Company
PG
Shares Held
175K
Value
$25.32M
Visa Inc.
V
Shares Held
151K
Value
$45.76M
Automatic Data Processing, Inc.
ADP
Shares Held
147K
Value
$29.84M
Alphabet Inc.
GOOG
Shares Held
146K
Value
$41.81M
The Home Depot, Inc.
HD
Shares Held
137K
Value
$44.94M