Stock Taper 
KCM INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NRG Energy, Inc. | NRG | 2.11K | $308.04K |
 Cigna Corporation | CI | 2.03K | $560.46K |
 The PNC Financial Services Group, Inc. | PNC | 1.95K | $480.87K |
 DICK'S Sporting Goods, Inc. | DKS | 1.91K | $433.66K |
 Shopify Inc. | SHOP | 1.91K | $218.2K |
 Flex Ltd. | FLEX | 1.9K | $307.45K |
 BWX Technologies, Inc. | BWXT | 1.79K | $347.84K |
 State Street Corporation | STT | 1.79K | $303.15K |
 Intuitive Surgical, Inc. | ISRG | 1.79K | $710.26K |
 Arista Networks, Inc. | ANET | 1.74K | $296.1K |
 Cummins Inc. | CMI | 1.73K | $1.24M |
 Agnico Eagle Mines Limited | AEM | 1.7K | $264.03K |
 Stryker Corporation | SYK | 1.68K | $527.74K |
 First Solar, Inc. | FSLR | 1.64K | $387.21K |
 Targa Resources Corp. | TRGP | 1.62K | $433.31K |
 The Hershey Company | HSY | 1.59K | $279.14K |
 Royal Bank of Canada | RY | 1.59K | $328.88K |
 Okta, Inc. | OKTA | 1.59K | $216.55K |
 Western Digital Corporation | WDC | 1.58K | $1.01M |
 AstraZeneca PLC | AZN | 1.58K | $299.03K |