KCM Investment Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing, signed by Chief Compliance Officer Loni Lovae, lists a total of 411 holdings.
The report provides a detailed breakdown of the firm's positions, including the names of the issuers, the number of shares held, and the total value of the position. The data indicates a diversified portfolio spanning various sectors, including technology, healthcare, finance, and energy.
Major positions listed in the filing include Apple Inc. with 818,997 shares, Alphabet Inc. Class A with 266,833 shares, and Amazon.com Inc. with 329,674 shares. Significant financial sector holdings include Bank of America Corp. with 311,362 shares and Blackstone Inc. with 201,558 shares. The filing also includes various exchange-traded funds (ETFs) and preferred stocks.
The document serves as a public record of the firm's investment holdings and is required to be filed quarterly by investment managers with more than $100 million in assets under management.
