Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KCM INVESTMENT ADVISORS LLC | 02-13-2024 | 12-31-2023 | 365 | 2,511,005,582 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $183,001,879 | 950,511 | 0.01 | 0.01 | -21,993 | -2.26 | 12-31-2023 |
SELECT SECTOR SPDR TR | TECHNOLOGY | 2 | $139,597,476 | 725,257 | 0.01 | 0.01 | 3,583 | 0.50 | 12-31-2023 |
MICROSOFT CORP | COM | 3 | $121,103,425 | 322,049 | 0.00 | 0.00 | -7,595 | -2.30 | 12-31-2023 |
COSTCO WHSL CORP NEW | COM | 4 | $83,026,445 | 125,782 | 0.00 | 0.00 | -2,043 | -1.60 | 12-31-2023 |