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KC Investment Advisors, LLC
KC Investment Advisors, LLC is an institution, managing $361.0M across 166 long positions as of Q3 2025 with 70% ETF concentration, 51% concentrated in top 10 holdings, and 23% allocation to VOO.
- Portfolio Value
- $361.0M
- Positions
- 166
- Top Holding
- VOO at 23.49%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KC Investment Advisors, LLC's portfolio (51.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $84.8M | 23.49% | +$9.8M Bought | — 136.2K shares | |
ETF ETF | $23.4M | 6.48% | +$4.7M Bought | — 34.4K shares | |
ETF ETF | $20.7M | 5.74% | +$921.9K Bought | — 42.3K shares | |
ETF ETF | $11.6M | 3.20% | +$3.1M Bought | — 130.4K shares | |
ETF ETF | $11.4M | 3.17% | +$1.9M Bought | — 100.2K shares | |
ETF ETF | $9.5M | 2.64% | +$515.7K Bought | — 280.0K shares | |
ETF ETF | $6.9M | 1.91% | -$111.9K Sold | — 87.4K shares | |
Auto - Manufacturers Consumer Cyclical | $6.2M | 1.72% | +$37.7K Bought | 0.00% 14.3K shares | |
Software - Infrastructure Technology | $5.6M | 1.54% | +$145.0K Bought | 0.00% 10.6K shares | |
ETF ETF | $5.4M | 1.50% | +$3.4M Bought | — 116.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KC Investment Advisors, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for KC Investment Advisors, LLC
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