KCM INVESTMENT ADVISORS LLC
Q3 2026 Form 13-F
GREENBRAE, CALIFORNIA
CIK 0001109228
· CRD 109629
· SEC-registered investment adviser
$3.4B Reported Value Total
KCM INVESTMENT ADVISORS reports 3,432 total accounts under management (AUM). There are 3,432 discretionary accounts valued at $6,018,305,492, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $14.3M gross asset value
Hedge Fund: $14.3M
Source: Form ADV filed 2026-03-30
Reported value
$3.4B
Quarter over quarter
+0.5%
Holdings
411
Top-10 concentration
37.6%
Key People
Form ADV owners & control persons
Jay Aubrey Kellett
CEO AND CIO
Jason Love
CHIEF TECHNOLOGY OFFICER
John Crawford Pogue
PRESIDENT
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 27, 2026 |
| Form | 13F-HR |
| Reported value | $3.4B |
| Positions | 411 |
| Change in reported value | -0.2% |
| New positions | 25 |
| Exited positions | 14 |
| Position turnover | 9.2% |
| Top-10 concentration | 37.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 27, 2026
|
411 | $3.4B |
|
Q2 2026 13F
Filed Aug 14, 2026
|
400 | $3.4B |
|
Q1 2026 13F
Filed May 15, 2026
|
393 | $3.0B |
|
Q4 2025 13F
Filed Feb 13, 2026
|
394 | $3.1B |
|
Q3 2025 13F
Filed Nov 12, 2025
|
383 | $3.1B |
|
Q2 2025 13F
Filed Aug 6, 2025
|
378 | $3.0B |
|
Q1 2025 13F
Filed May 14, 2025
|
362 | $2.8B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
367 | $2.9B |
|
Q3 2024 13F
Filed Nov 6, 2024
|
373 | $3.0B |
|
Q2 2024 13F
Filed Jul 29, 2024
|
367 | $2.8B |
|
Q1 2024 13F
Filed May 7, 2024
|
376 | $2.7B |
|
Q4 2023 13F
Filed Feb 13, 2024
|
365 | $2.5B |
|
Q3 2023 13F
Filed Nov 8, 2023
|
365 | $2.3B |
|
Q2 2023 13F
Filed Aug 9, 2023
|
378 | $2.5B |
|
Q1 2023 13F
Filed May 9, 2023
|
406 | $2.5B |
|
Q4 2022 13F
Filed Jan 31, 2023
|
388 | $2.3B |
|
Q3 2022 13F
Filed Nov 10, 2022
|
377 | $2.2B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
384 | $2.3B |
|
Q1 2022 13F
Filed May 13, 2022
|
409 | $2.7B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
419 | $2.9B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $272.7M | 8.11% |
| 2 | XLK SELECT SECTOR SPDR TR | $265.8M | 7.91% |
| 3 | MSFT MICROSOFT CORP | $145.9M | 4.34% |
| 4 | COST COSTCO WHOLESALE CORPORATION | $100.8M | 3.0% |
| 5 | GOOGL ALPHABET INC | $91.8M | 2.73% |
| 6 | NVDA NVIDIA CORPORATION | $87.7M | 2.61% |
| 7 | AMZN AMAZON COM INC | $82.1M | 2.44% |
| 8 | VGT VANGUARD WORLD FD | $77.6M | 2.31% |
| 9 | JPM JPMORGAN CHASE & CO | $74.8M | 2.22% |
| 10 | CVX CHEVRON CORPORATION | $63.5M | 1.89% |
| 11 | XLV SELECT SECTOR SPDR TR | $57.8M | 1.72% |
| 12 | WMT WALMART INC | $57.4M | 1.71% |
| 13 | XLY SELECT SECTOR SPDR TR | $55.3M | 1.64% |
| 14 | XLC SELECT SECTOR SPDR TR | $55.3M | 1.64% |
| 15 | V VISA INC | $53.6M | 1.59% |
| 16 | JNJ JOHNSON & JOHNSON | $49.5M | 1.47% |
| 17 | GOOG ALPHABET INC | $48.8M | 1.45% |
| 18 | VOX VANGUARD WORLD FD | $47.2M | 1.4% |
| 19 | XLF SELECT SECTOR SPDR TR | $46.4M | 1.38% |
| 20 | TT TRANE TECHNOLOGIES PLC | $43.6M | 1.3% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.