Stock Taper 
KCM INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Seagate Technology Holdings plc | STX | 1.24K | $1.2M |
 Essex Property Trust, Inc. | ESS | 1.25K | $363.03K |
 Ciena Corporation | CIEN | 1.29K | $632.33K |
 Public Storage | PSA | 1.39K | $441.18K |
 Analog Devices, Inc. | ADI | 1.44K | $569.94K |
 Welltower Inc. | WELL | 1.51K | $342.95K |
 GE Vernova Inc. | GEV | 1.55K | $1.82M |
 McKesson Corporation | MCK | 1.56K | $1.18M |
 Norfolk Southern Corporation | NSC | 1.57K | $493.63K |
 AstraZeneca PLC | AZN | 1.58K | $299.03K |
 Western Digital Corporation | WDC | 1.58K | $1.01M |
 Okta, Inc. | OKTA | 1.59K | $216.55K |
 Royal Bank of Canada | RY | 1.59K | $328.88K |
 The Hershey Company | HSY | 1.59K | $279.14K |
 Targa Resources Corp. | TRGP | 1.62K | $433.31K |
 First Solar, Inc. | FSLR | 1.64K | $387.21K |
 Stryker Corporation | SYK | 1.68K | $527.74K |
 Agnico Eagle Mines Limited | AEM | 1.7K | $264.03K |
 Cummins Inc. | CMI | 1.73K | $1.24M |
 Arista Networks, Inc. | ANET | 1.74K | $296.1K |