Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KCM INVESTMENT ADVISORS LLC 02-13-2024 12-31-2023 365 2,511,005,582
Institutional Holdings
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
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6