KCM INVESTMENT ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 862K | $234.24M |
 | WMT | 565K | $62.91M |
 | NVDA | 368K | $68.72M |
 | NEE | 361K | $28.99M |
 | BAC | 335K | $18.44M |
 | AMZN | 334K | $77.06M |
 | MSFT | 298K | $144.35M |
 | GOOGL | 272K | $85.27M |
 | VZ | 234K | $9.53M |
 | JPM | 219K | $70.66M |
 | O | 193K | $10.88M |
 | WM | 190K | $41.66M |
 | JNJ | 189K | $39.07M |
 | ADP | 168K | $43.31M |
 | GOOG | 148K | $46.44M |
 | HD | 137K | $47.24M |
 | COST | 115K | $99.12M |
 | TT | 97K | $37.64M |
 | AMGN | 88K | $28.65M |
 | VRT | 86K | $14.00M |
Apple Inc.
AAPL
Shares Held
862K
Value
$234.24M
Walmart Inc.
WMT
Shares Held
565K
Value
$62.91M
NVIDIA Corporation
NVDA
Shares Held
368K
Value
$68.72M
NextEra Energy, Inc.
NEE
Shares Held
361K
Value
$28.99M
Bank of America Corporation
BAC
Shares Held
335K
Value
$18.44M
Amazon.com, Inc.
AMZN
Shares Held
334K
Value
$77.06M
Microsoft Corporation
MSFT
Shares Held
298K
Value
$144.35M
Alphabet Inc.
GOOGL
Shares Held
272K
Value
$85.27M
Verizon Communications Inc.
VZ
Shares Held
234K
Value
$9.53M
JPMorgan Chase & Co.
JPM
Shares Held
219K
Value
$70.66M
Realty Income Corporation
O
Shares Held
193K
Value
$10.88M
Waste Management, Inc.
WM
Shares Held
190K
Value
$41.66M
Johnson & Johnson
JNJ
Shares Held
189K
Value
$39.07M
Automatic Data Processing, Inc.
ADP
Shares Held
168K
Value
$43.31M
Alphabet Inc.
GOOG
Shares Held
148K
Value
$46.44M
The Home Depot, Inc.
HD
Shares Held
137K
Value
$47.24M
Costco Wholesale Corporation
COST
Shares Held
115K
Value
$99.12M
Trane Technologies plc
TT
Shares Held
97K
Value
$37.64M
Amgen Inc.
AMGN
Shares Held
88K
Value
$28.65M
Vertiv Holdings Co
VRT
Shares Held
86K
Value
$14.00M