$1.48 Billion is the total value of KCM INVESTMENT ADVISORS LLC's 306 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TT | New | TRANE TECHNOLOGIES PLC | $1,409,000 | – | 17,066 | +100.0% | 0.10% | – |
| BCE | New | BCE INC | $1,155,000 | – | 28,273 | +100.0% | 0.08% | – |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $548,000 | – | 16,772 | +100.0% | 0.04% | – |
| SAVE | New | SPIRIT AIRLS INC | $387,000 | – | 30,000 | +100.0% | 0.03% | – |
| SLB | New | SCHLUMBERGER LTD | $382,000 | – | 28,346 | +100.0% | 0.03% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $356,000 | – | 36,667 | +100.0% | 0.02% | – |
| FRT | New | FEDERAL REALTY INVT TRsh ben int new | $301,000 | – | 4,040 | +100.0% | 0.02% | – |
| IR | New | INGERSOLL RAND | $257,000 | – | 10,379 | +100.0% | 0.02% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $111,000 | – | 21,000 | +100.0% | 0.01% | – |
| UWT | New | CITIGROUP GLOBAL MKTS HLDGS | $3,000 | – | 16,667 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 7.8% |
| SPDR Technology Select Sector | 42 | Q3 2023 | 5.4% |
| MICROSOFT CORP | 42 | Q3 2023 | 4.6% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.2% |
| COSTCO WHSL CORP NEW | 42 | Q3 2023 | 3.1% |
| CHEVRON CORP NEW | 42 | Q3 2023 | 2.4% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 2.5% |
| WELLS FARGO CO NEW | 42 | Q3 2023 | 2.7% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 1.8% |
| Vanguard Total Stock Mk Vipers | 42 | Q3 2023 | 3.0% |
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 |
|---|---|
| 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 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
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.