Stock Taper 
KCM INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Rockwell Automation, Inc. | ROK | 598 | $295.89K |
 Watts Water Technologies, Inc. | WTS | 575 | $225.08K |
 Northrop Grumman Corporation | NOC | 509 | $259.04K |
 Ameriprise Financial, Inc. | AMP | 503 | $230.76K |
 Monolithic Power Systems, Inc. | MPWR | 468 | $646.94K |
 Quanta Services, Inc. | PWR | 291 | $209.53K |
 ASML Holding N.V. | ASML | 277 | $551.08K |
 United Rentals, Inc. | URI | 263 | $297.95K |
 Sandisk Corporation | SNDK | 182 | $413.82K |