Stock Taper 
KCM INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Boston Scientific Corporation | BSX | 9.35K | $399.23K |
 Duke Energy Corporation | DUK | 9.61K | $1.22M |
 Lennar Corporation | LEN | 9.66K | $874.13K |
 International Business Machines Corporation | IBM | 9.71K | $2.73M |
 CEMEX, S.A.B. de C.V. | CX | 10.07K | $120.8K |
 Netflix, Inc. | NFLX | 10.08K | $719.78K |
 Nucor Corporation | NUE | 10.22K | $2.28M |
 American Express Company | AXP | 10.4K | $3.52M |
 Curtiss-Wright Corporation | CW | 10.7K | $8.11M |
 Sysco Corporation | SYY | 10.75K | $898.75K |
 Wells Fargo & Company | WFC-PL | 10.89K | $12.6M |
 Carrier Global Corporation | CARR | 10.92K | $800.75K |
 Companhia de Saneamento Básico do Estado de São Paulo - SABESP | SBS | 11.11K | $64.22K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 11.2K | $5.35M |
 Altria Group, Inc. | MO | 11.26K | $810.39K |
 Emerson Electric Co. | EMR | 11.56K | $1.65M |
 Fastenal Company | FAST | 11.83K | $568.1K |
 Union Pacific Corporation | UNP | 12.15K | $3.31M |
 U.S. Bancorp | USB | 12.18K | $735.61K |
 Booking Holdings Inc. | BKNG | 12.41K | $2.21M |