Stock Taper 
KCM INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Norfolk Southern Corporation | NSC | 1.57K | $493.63K |
 McKesson Corporation | MCK | 1.56K | $1.18M |
 GE Vernova Inc. | GEV | 1.55K | $1.82M |
 Welltower Inc. | WELL | 1.51K | $342.95K |
 Analog Devices, Inc. | ADI | 1.44K | $569.94K |
 Public Storage | PSA | 1.39K | $441.18K |
 Ciena Corporation | CIEN | 1.29K | $632.33K |
 Essex Property Trust, Inc. | ESS | 1.25K | $363.03K |
 Seagate Technology Holdings plc | STX | 1.24K | $1.2M |
 CrowdStrike Holdings, Inc. | CRWD | 1.21K | $921.87K |
 Arthur J. Gallagher & Co. | AJG | 1.18K | $271.35K |
 Dover Corporation | DOV | 1.11K | $250.07K |
 AutoZone, Inc. | AZO | 1.11K | $3.55M |
 Intuit Inc. | INTU | 1K | $262.21K |
 Hubbell Incorporated | HUBB | 1K | $523.2K |
 Charles River Laboratories International, Inc. | CRL | 899 | $203.88K |
 Teradyne, Inc. | TER | 828 | $400.62K |
 Lumentum Holdings Inc. | LITE | 743 | $637.54K |
 Synopsys, Inc. | SNPS | 706 | $314.92K |
 Aon plc | AON | 618 | $204.98K |