Stock Taper 
KCM INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 182 | $413.82K |
 United Rentals, Inc. | URI | 263 | $297.95K |
 ASML Holding N.V. | ASML | 277 | $551.08K |
 Quanta Services, Inc. | PWR | 291 | $209.53K |
 Monolithic Power Systems, Inc. | MPWR | 468 | $646.94K |
 Ameriprise Financial, Inc. | AMP | 503 | $230.76K |
 Northrop Grumman Corporation | NOC | 509 | $259.04K |
 Watts Water Technologies, Inc. | WTS | 575 | $225.08K |
 Rockwell Automation, Inc. | ROK | 598 | $295.89K |
 Aon plc | AON | 618 | $204.98K |
 Synopsys, Inc. | SNPS | 706 | $314.92K |
 Lumentum Holdings Inc. | LITE | 743 | $637.54K |
 Teradyne, Inc. | TER | 828 | $400.62K |
 Charles River Laboratories International, Inc. | CRL | 899 | $203.88K |
 Hubbell Incorporated | HUBB | 1K | $523.2K |
 Intuit Inc. | INTU | 1K | $262.21K |
 AutoZone, Inc. | AZO | 1.11K | $3.55M |
 Dover Corporation | DOV | 1.11K | $250.07K |
 Arthur J. Gallagher & Co. | AJG | 1.18K | $271.35K |
 CrowdStrike Holdings, Inc. | CRWD | 1.21K | $921.87K |