Stock Taper

KCM INVESTMENT ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Intuitive Surgical, Inc.ISRG1.79K$710.26K
BWX Technologies, Inc.BWXT1.79K$347.84K
State Street CorporationSTT1.79K$303.15K
Flex Ltd.FLEX1.9K$307.45K
Shopify Inc.SHOP1.91K$218.2K
DICK'S Sporting Goods, Inc.DKS1.91K$433.66K
The PNC Financial Services Group, Inc.PNC1.95K$480.87K
Cigna CorporationCI2.03K$560.46K
NRG Energy, Inc.NRG2.11K$308.04K
BlackRock, Inc.BLK2.16K$2.08M
Canadian Imperial Bank of CommerceCM2.18K$251.16K
Delta Air Lines, Inc.DAL2.25K$211.2K
Bank of America CorporationBAC-PL2.33K$2.92M
Space Exploration Technologies Corp.SPCX2.33K$398.45K
Micron Technology, Inc.MU2.33K$2.69M
Palo Alto Networks, Inc.PANW2.35K$801.4K
Keysight Technologies, Inc.KEYS2.36K$824.76K
Paychex, Inc.PAYX2.38K$234.03K
The Toronto-Dominion BankTD2.42K$294.35K
Coinbase Global, Inc.COIN2.47K$360.8K