Stock Taper 
KCM INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Curtiss-Wright Corporation | CW | 10.7K | $8.11M |
 American Express Company | AXP | 10.4K | $3.52M |
 Nucor Corporation | NUE | 10.22K | $2.28M |
 Netflix, Inc. | NFLX | 10.08K | $719.78K |
 CEMEX, S.A.B. de C.V. | CX | 10.07K | $120.8K |
 International Business Machines Corporation | IBM | 9.71K | $2.73M |
 Lennar Corporation | LEN | 9.66K | $874.13K |
 Duke Energy Corporation | DUK | 9.61K | $1.22M |
 Boston Scientific Corporation | BSX | 9.35K | $399.23K |
 Bank of Marin Bancorp | BMRC | 9.24K | $255.95K |
 S&P Global Inc. | SPGI | 9.22K | $3.76M |
 Novartis AG | NVS | 9.07K | $1.42M |
 Wheaton Precious Metals Corp. | WPM | 9.04K | $1.02M |
 Hewlett Packard Enterprise Company | HPE | 8.9K | $401.57K |
 Jacobs Solutions Inc. | J | 8.6K | $1.08M |
 Deere & Company | DE | 7.97K | $5.06M |
 T-Mobile US, Inc. | TMUS | 7.95K | $1.33M |
 ConocoPhillips | COP | 7.92K | $823.31K |
 UnitedHealth Group Incorporated | UNH | 7.9K | $3.28M |
 Eversource Energy | ES | 7.71K | $557.42K |