$1.78 Billion is the total value of KCM INVESTMENT ADVISORS LLC's 337 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UWT | Exit | CITIGROUP GLOBAL MKTS HLDGS | $0 | – | -16,667 | -100.0% | 0.00% | – |
| SPLV | Exit | INVESCO EXCHANGE-TRADED FD Ts&p500 low vol | $0 | – | -4,601 | -100.0% | -0.02% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -2,910 | -100.0% | -0.02% | – |
| DOW | Exit | DOW INC | $0 | – | -9,661 | -100.0% | -0.02% | – |
| VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -2,130 | -100.0% | -0.02% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -9,852 | -100.0% | -0.02% | – |
| PCAR | Exit | PACCAR INC | $0 | – | -5,582 | -100.0% | -0.02% | – |
| DISCA | Exit | DISCOVERY INC | $0 | – | -18,599 | -100.0% | -0.02% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -5,036 | -100.0% | -0.03% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -5,556 | -100.0% | -0.03% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -37,352 | -100.0% | -0.04% | – |
| VFC | Exit | V F CORP | $0 | – | -11,167 | -100.0% | -0.04% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -5,609 | -100.0% | -0.05% | – |
| TM | Exit | TOYOTA MOTOR CORP | $0 | – | -11,376 | -100.0% | -0.09% | – |
| RTN | Exit | RAYTHEON CO COM NEW | $0 | – | -15,179 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
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.