Stock Taper 
KCM INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The TJX Companies, Inc. | TJX | 14.17K | $2.15M |
 Medtronic plc | MDT | 14.03K | $1.1M |
 PepsiCo, Inc. | PEP | 14.03K | $1.9M |
 Tesla, Inc. | TSLA | 13.95K | $5.87M |
 Linde plc | LIN | 13.9K | $7.21M |
 Sensata Technologies Holding plc | ST | 13.74K | $656.04K |
 Lam Research Corporation | LRCX | 13.49K | $5.84M |
 The Allstate Corporation | ALL | 13.24K | $3.15M |
 The Boeing Company | BA | 12.51K | $2.71M |
 Booking Holdings Inc. | BKNG | 12.41K | $2.21M |
 U.S. Bancorp | USB | 12.18K | $735.61K |
 Union Pacific Corporation | UNP | 12.15K | $3.31M |
 Fastenal Company | FAST | 11.83K | $568.1K |
 Emerson Electric Co. | EMR | 11.56K | $1.65M |
 Altria Group, Inc. | MO | 11.26K | $810.39K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 11.2K | $5.35M |
 Companhia de Saneamento Básico do Estado de São Paulo - SABESP | SBS | 11.11K | $64.22K |
 Carrier Global Corporation | CARR | 10.92K | $800.75K |
 Wells Fargo & Company | WFC-PL | 10.89K | $12.6M |
 Sysco Corporation | SYY | 10.75K | $898.75K |