KCM INVESTMENT ADVISORS LLC

RIA/Wealth

KCM INVESTMENT ADVISORS LLC is a RIA/Wealth based in Greenbrae, CA led by Jay Aubrey Kellett, reporting $5.9B in AUM as of Q3 2025 with 34% ETF concentration.

CEOJay Aubrey Kellett

Portfolio Value: $3.1B
Positions: 381
Top Holding: AAPL at 7.23%
Last Reported: Q3 2025

Address300 Drakes Landing Road, Suite 210, Greenbrae, CA, 94904, United States

Top Holdings

Largest long holdings in KCM INVESTMENT ADVISORS LLC's portfolio (35.2% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$223.3M	7.23%	-$1.2M Sold	0.01% 876.9K shares	≤ Q2 2013 Held for 12y 5m+
2 Technology Select Sector SPDR Fund XLK	ETF ETF	$194.5M	6.30%	-$1.5M Sold	— 689.9K shares	≤ Q2 2013 Held for 12y 5m+
3 Microsoft MSFT	Software - Infrastructure Technology	$155.3M	5.03%	+$194.2K Bought	0.00% 299.8K shares	≤ Q2 2013 Held for 12y 5m+
4 Costco Wholesale COST	Discount Stores Consumer Defensive	$107.4M	3.48%	+$43.5K Bought	0.03% 116.0K shares	≤ Q2 2013 Held for 12y 5m+
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$73.5M	2.38%	+$545.0K Bought	0.00% 334.7K shares	Q4 2013 Held for 11y 11m
6 Nvidia NVDA	Semiconductors Technology	$70.3M	2.28%	+$412.3K Bought	0.00% 376.5K shares	Q2 2017 Held for 8y 5m
7 JPMorgan Chase JPM	Banks - Diversified Financial Services	$69.1M	2.24%	+$5.9M Bought	0.01% 219.0K shares	≤ Q2 2013 Held for 12y 5m+
8 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$67.3M	2.18%	+$283.2K Bought	0.00% 276.7K shares	≤ Q2 2013 Held for 12y 5m+
9 Communication Services Select Sector SPDR Fund XLC	ETF ETF	$64.5M	2.09%	-$20.5M Sold	— 544.5K shares	Q3 2018 Held for 7y 2m
10 Vanguard Information Technology VGT	ETF ETF	$62.4M	2.02%	+$904.2K Bought	— 83.6K shares	Q1 2014 Held for 11y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in KCM INVESTMENT ADVISORS LLC's latest filing

See all changes

GthenC

Market Value

$3.1B

Prior: $3.0B

Q/Q Change

+4.21%

+$124.6M

Net Flows % of MV

-3.01%

Turnover Ratio

2.75%

New Purchases

9 stocks

$2.0M

Added To

158 stocks

+$35.1M

Sold Out Of

13 stocks

$7.7M

Reduced Holdings

144 stocks

-$122.5M

Increased Positions

Position	Shares Δ	Change
1 BWX Technologies BWXT	New	0 → 1.9K +$347.5K
2 Fair Isaac FICO	New	0 → 229.0 +$342.7K
3 Seagate Technology Holdings PLC STX	New	0 → 1.2K +$280.4K
4 Circle Internet Group, Inc. CRCL	New	0 → 1.6K +$206.2K
5 SPDR Portfolio S&P 500 Growth ETF SPYG	New	0 → 2.0K +$204.5K

Decreased Positions

Position	Shares Δ	Change
1 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	Sold	40.7K → 0 −$3.0M
2 Datadog, Inc. DDOG	Sold	10.0K → 0 −$1.3M
3 Vanguard FTSE All-World EX-US Small-Cap Index Fund VSS	Sold	5.2K → 0 −$697.1K
4 Constellation Brands STZ	Sold	4.2K → 0 −$675.4K
5 Fiserv FI	Sold	2.0K → 0 −$350.3K