$572 Million is the total value of KCM INVESTMENT ADVISORS LLC's 281 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 7.8% |
| SPDR Technology Select Sector | 45 | Q2 2024 | 5.7% |
| MICROSOFT CORP | 45 | Q2 2024 | 5.1% |
| COSTCO WHSL CORP NEW | 45 | Q2 2024 | 3.8% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 2.2% |
| CHEVRON CORP NEW | 45 | Q2 2024 | 2.4% |
| VERIZON COMMUNICATIONS INC | 45 | Q2 2024 | 2.5% |
| Vanguard Total Stock Mk Vipers | 45 | Q2 2024 | 3.0% |
| PROCTER & GAMBLE CO | 45 | Q2 2024 | 1.8% |
| WELLS FARGO CO NEW | 45 | Q2 2024 | 2.7% |
View KCM INVESTMENT ADVISORS LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| NETWORK EQUIPMENT TECHNOLOGIES INC | August 15, 2007 | 11,000 | 0.0% |
| ALEXANDERS J CORP | February 14, 2006 | 177,100 | 2.7% |
| ALEXANDERS J CORP | February 20, 2004 | 846,200 | 13.2% |
View KCM INVESTMENT ADVISORS LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-15 |
View KCM INVESTMENT ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.