$2.07 Billion is the total value of KCM INVESTMENT ADVISORS LLC's 354 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MRO | Exit | MARATHON OIL CORP | $0 | – | -14,875 | -100.0% | -0.00% | – |
UN | Exit | UNILEVER N V | $0 | – | -25,173 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-19
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 | 2024-02-13 |
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 |
13F-HR | 2021-11-12 |
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.