Stock Taper 
KCM INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Sherwin-Williams Company | SHW | 3.58K | $1.23M |
 ONEOK, Inc. | OKE | 3.64K | $316.52K |
 Texas Instruments Incorporated | TXN | 3.65K | $1.09M |
 Xylem Inc. | XYL | 3.66K | $432.29K |
 Amphenol Corporation | APH | 3.7K | $651.68K |
 AppFolio Inc. | APPF | 3.72K | $595.86K |
 Lockheed Martin Corporation | LMT | 3.73K | $1.9M |
 Evergy, Inc. | EVRG | 3.95K | $341.32K |
 KKR & Co. Inc. | KKR | 3.99K | $366.02K |
 Arm Holdings plc American Depositary Shares | ARM | 4.14K | $1.47M |
 Uber Technologies, Inc. | UBER | 4.39K | $316.57K |
 Circle Internet Group | CRCL | 4.41K | $275.88K |
 Jabil Inc. | JBL | 4.53K | $1.75M |
 Philip Morris International Inc. | PM | 4.53K | $819.2K |
 ServiceNow, Inc. | NOW | 4.68K | $464.33K |
 Elevance Health Inc. | ELV | 4.75K | $1.84M |
 Target Corporation | TGT | 4.83K | $630.72K |
 Phillips 66 | PSX | 4.92K | $831.34K |
 monday.com Ltd. | MNDY | 4.94K | $357.39K |
 Aflac Incorporated | AFL | 5.11K | $599.22K |