KCM INVESTMENT ADVISORS LLC

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CIK 1109228

13F portfolio (2026-Q1)

$3.0B

Positions

393

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

393

Top 5

22.9%

Top 10

33.9%

Effective N

50.5

HHI

0.020

This quarter

14 new · 0 exit →

By sector

Unclassified34.9%

Information Technology19.8%

Consumer Discretionary12.6%

Financials7.2%

Industrials5.3%

Health Care5.3%

Communication Services4.8%

Materials4.4%

Other5.6%

By market cap

Mega (>$200B)43.5%

Unknown35.3%

Large ($10–200B)21.0%

Mid ($2–10B)0.1%

Small ($300M–2B)0.0%

By region

North America64.8%

Other34.9%

Europe0.1%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	35.39%	129
Specialty Retail	10.73%	14
Technology Hardware & Equipment	10.22%	17
Software & IT Services	5.12%	5
Pharmaceuticals & Biotechnology	4.84%	15
Semiconductors & Semiconductor Equipment	4.33%	16
Software	3.94%	14
Commercial Services & Supplies	3.26%	6
Chemicals	3.16%	10
Banks	3.09%	16
Oil, Gas & Consumable Fuels	2.61%	13
Machinery	2.18%	14
Utilities	1.86%	20
Capital Markets	1.48%	8
Hotels, Restaurants & Leisure	1.13%	3
Metals & Mining	1.05%	9
Aerospace & Defense	0.90%	7
Equity Real Estate Investment Trusts (REITs)	0.68%	10
Insurance	0.63%	10
Diversified Telecommunication Services	0.48%	3
Distributors	0.37%	6
Health Care Providers & Services	0.26%	1
Paper & Forest Products	0.23%	1
Health Care Equipment & Supplies	0.22%	7
Beverages	0.21%	2
Automobiles & Components	0.21%	5
Road & Rail	0.18%	4
Communications Equipment	0.18%	3
Textiles, Apparel & Luxury Goods	0.17%	2
Media & Entertainment	0.16%	4
Electrical Equipment & Components	0.15%	3
Food & Staples Retailing	0.13%	2
Food Products	0.09%	4
Airlines	0.08%	1
Entertainment	0.08%	1
Transportation Infrastructure	0.07%	1
Construction & Engineering	0.07%	2
Tobacco	0.05%	2
Life Sciences Tools & Services	0.02%	1
Professional Services	0.01%	1
Construction Materials	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	7.07%
2	XLK	SELECT SECTOR SPDR TR	Unclassified	5.95%
3	COST	COSTCO WHOLESALE CORP /NEW	Consumer Discretionary	3.72%
4	MSFT	MICROSOFT CORP	Information Technology	3.56%
5	GOOGL	Alphabet Inc.	Communication Services	2.58%
6	WMT	Walmart Inc.	Consumer Discretionary	2.30%
7	AMZN	AMAZON COM INC	Consumer Discretionary	2.27%
8	JPM	JPMORGAN CHASE & CO	Financials	2.19%
9	CVX	CHEVRON CORP	Energy	2.16%
10	NVDA	NVIDIA CORP	Information Technology	2.14%

265/393 names classified · sector 65.1% of weight · industry 64.6% · mkt cap 64.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, MSFT, ADP, GE, NVDA · other

Consumer DiscretionaryCOST, HD, AMZN, MCD, WMT · other

Health CareJNJ, ABT, BMY, AMGN, LLY · other

FinancialsWFC, JPM, V, BAC, BX · other

IndustrialsWM, MMM, UPS, CAT, BA · other

MaterialsPG, KMB, ECL, NKE, CLX · other

Communication ServicesVZ, GOOGL, DIS, META, GOOG · other

EnergyCVX, XOM, COP, OXY, SLB · other

UtilitiesNEE, EIX, WMB, WEC, KMI · other

Real EstateCCI, O, VNO, KRC, DEI · other

Consumer StaplesPEP, MO, KO, GIS, CVS · other

UnclassifiedXLK, VTI, XLY, XLC, SPY · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 65.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (238 classified)KCM INVESTMENT ADVISORS LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsIndustrialsHealth CareCommunication ServicesMaterialsEnergyUtilitiesReal EstateConsumer Staples

Style box summary for KCM INVESTMENT ADVISORS LLC: centroid Large Core. Heaviest cells: Large Growth 26.0%, Large Core 22.0%, Large Value 10.1%.

Classified: 64.0% of book weight (238/392 names) · unclassified 36.0%: XLK, XLC, XLY, VGT, XLV, VOX, XLI, XLF, XLE, QQQ +144 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 393 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	839,802	$213M	7.1%	TRIM −3%
2	XLKSELECT SECTOR SPDR TR	1,348,601	$179M	5.9%	HOLD
3	COSTCOSTCO WHSL CORP NEW	112,385	$112M	3.7%	TRIM −2%
4	MSFTMICROSOFT CORP	289,473	$107M	3.6%	TRIM −3%
5	GOOGLALPHABET INC	270,345	$78M	2.6%	HOLD
6	WMTWALMART INC	557,356	$69M	2.3%	HOLD
7	AMZNAMAZON COM INC	329,107	$69M	2.3%	HOLD
8	JPMJPMORGAN CHASE & CO	224,754	$66M	2.2%	ADD 2%
9	CVXCHEVRON CORP NEW	314,600	$65M	2.2%	HOLD
10	NVDANVIDIA CORPORATION	370,072	$65M	2.1%	HOLD
11	XLCSELECT SECTOR SPDR TR	497,968	$55M	1.8%	TRIM −7%
12	XLYSELECT SECTOR SPDR TR	496,197	$54M	1.8%	HOLD
13	VGTVANGUARD WORLD FD	76,389	$53M	1.8%	TRIM −7%
14	XLVSELECT SECTOR SPDR TR	326,615	$48M	1.6%	HOLD
15	VVISA INC	151,405	$46M	1.5%	HOLD
16	JNJJOHNSON & JOHNSON	186,280	$46M	1.5%	HOLD
17	HDHOME DEPOT INC	136,632	$45M	1.5%	HOLD
18	VOXVANGUARD WORLD FD	248,024	$45M	1.5%	TRIM −8%
19	XLISELECT SECTOR SPDR TR	273,662	$44M	1.5%	ADD 7%
20	WMWASTE MGMT INC DEL	185,064	$43M	1.4%	TRIM −2%
21	XLFSELECT SECTOR SPDR TR	860,033	$42M	1.4%	HOLD
22	GOOGALPHABET INC	145,767	$42M	1.4%	HOLD
23	XLESELECT SECTOR SPDR TR	646,525	$40M	1.3%	HOLD
24	TTTRANE TECHNOLOGIES PLC	94,579	$39M	1.3%	TRIM −2%
25	CATCATERPILLAR INC	49,275	$35M	1.2%	HOLD
26	QQQINVESCO QQQ TR	59,124	$34M	1.1%	HOLD
27	VTIVANGUARD INDEX FDS	104,346	$33M	1.1%	HOLD
28	XLPSELECT SECTOR SPDR TR	407,834	$33M	1.1%	HOLD
29	NEENEXTERA ENERGY INC	353,566	$33M	1.1%	TRIM −2%
30	VCRVANGUARD WORLD FD	86,486	$31M	1.0%	HOLD
31	AMGNAMGEN INC	87,251	$31M	1.0%	HOLD
32	ADPAUTOMATIC DATA PROCESSING IN	146,873	$30M	1.0%	TRIM −13%
33	VISVANGUARD WORLD FD	86,833	$27M	0.9%	HOLD
34	PGPROCTER AND GAMBLE CO	175,289	$25M	0.8%	TRIM −4%
35	SPYSTATE STR SPDR S&P 500 ETF T	37,275	$24M	0.8%	TRIM −16%
36	BXBLACKSTONE INC	209,212	$24M	0.8%	HOLD
37	MCDMCDONALDS CORP	75,834	$24M	0.8%	HOLD
38	VFHVANGUARD WORLD FD	193,484	$23M	0.8%	TRIM −5%
39	LLYELI LILLY & CO	24,219	$22M	0.7%	TRIM −3%
40	KLACKLA CORP	14,846	$22M	0.7%	HOLD
41	VRTVERTIV HOLDINGS CO	85,009	$21M	0.7%	HOLD
42	CSLCARLISLE COS INC	58,394	$19M	0.6%	HOLD
43	AVGOBROADCOM INC	62,058	$19M	0.6%	ADD 4%
44	ECLECOLAB INC	67,937	$18M	0.6%	TRIM −4%
45	ABBVABBVIE INC	76,791	$17M	0.6%	HOLD
46	BACBANK AMERICA CORP	319,992	$16M	0.5%	TRIM −5%
47	AMATAPPLIED MATLS INC	43,545	$15M	0.5%	TRIM −2%
48	SCCOSOUTHERN COPPER CORP	86,082	$15M	0.5%	ADD 7%
49	VHTVANGUARD WORLD FD	53,633	$15M	0.5%	TRIM −3%
50	BRK.BBERKSHIRE HATHAWAY INC DEL	29,117	$14M	0.5%	ADD 3%
51	XLUSELECT SECTOR SPDR TR	299,701	$14M	0.5%	ADD 8%
52	SDYSPDR SER TR	92,702	$14M	0.4%	HOLD
53	ABTABBOTT LABS	129,053	$13M	0.4%	TRIM −11%
54	VDCVANGUARD WORLD FD	57,663	$13M	0.4%	HOLD
55	WELLS FARGO CO NEW	11,116	$13M	0.4%	TRIM −4%
56	DHRDANAHER CORP DEL	65,267	$12M	0.4%	TRIM −4%
57	SOXXISHARES TR	35,873	$12M	0.4%	HOLD
58	VZVERIZON COMMUNICATIONS INC	231,584	$12M	0.4%	HOLD
59	APDAIR PRODS & CHEMS INC	39,899	$12M	0.4%	TRIM −4%
60	NLRVANECK ETF TRUST	85,988	$11M	0.4%	ADD 53%
61	OREALTY INCOME CORP	187,006	$11M	0.4%	TRIM −3%
62	XLBSELECT SECTOR SPDR TR	223,785	$11M	0.4%	ADD 4%
63	VAWVANGUARD WORLD FD	42,492	$10M	0.3%	ADD 15%
64	SCHWSCHWAB CHARLES CORP	93,343	$9M	0.3%	HOLD
65	SBUXSTARBUCKS CORP	97,763	$9M	0.3%	TRIM −6%
66	LOWLOWES COS INC	37,000	$9M	0.3%	HOLD
67	LHXL3HARRIS TECHNOLOGIES INC	25,268	$9M	0.3%	HOLD
68	MDYSPDR S&P MIDCAP 400 ETF TR	14,012	$9M	0.3%	TRIM −3%
69	VDEVANGUARD WORLD FD	49,768	$9M	0.3%	TRIM −6%
70	SMHVANECK ETF TRUST	22,459	$9M	0.3%	ADD 8%
71	DVYISHARES TR	52,847	$8M	0.3%	HOLD
72	LHLABCORP HOLDINGS INC	29,600	$8M	0.3%	TRIM −5%
73	CSCOCISCO SYS INC	99,362	$8M	0.3%	HOLD
74	IVVISHARES TR	11,756	$8M	0.3%	HOLD
75	VNQVANGUARD INDEX FDS	84,283	$7M	0.2%	TRIM −11%
76	CWCURTISS WRIGHT CORP	10,445	$7M	0.2%	HOLD
77	VPUVANGUARD WORLD FD	35,642	$7M	0.2%	TRIM −3%
78	LINLINDE PLC	14,125	$7M	0.2%	HOLD
79	KMBKIMBERLY-CLARK CORP	72,233	$7M	0.2%	TRIM −6%
80	GDGENERAL DYNAMICS CORP	19,639	$7M	0.2%	HOLD
81	ROSTROSS STORES INC	30,930	$7M	0.2%	TRIM −2%
82	MRKMERCK & CO INC	53,668	$6M	0.2%	HOLD
83	GLWCORNING INC	46,219	$6M	0.2%	HOLD
84	ETNEATON CORP PLC	17,277	$6M	0.2%	HOLD
85	SCHBSCHWAB STRATEGIC TR	233,328	$6M	0.2%	HOLD
86	XOMEXXON MOBIL CORP	32,717	$6M	0.2%	ADD 3%
87	GSGOLDMAN SACHS GROUP INC	6,550	$6M	0.2%	ADD 4%
88	CBCHUBB LIMITED	16,713	$5M	0.2%	HOLD
89	XLRESELECT SECTOR SPDR TR	133,268	$5M	0.2%	TRIM −2%
90	PEGPUBLIC SVC ENTERPRISE GROUP	65,977	$5M	0.2%	TRIM −2%
91	TSLATESLA INC	14,193	$5M	0.2%	HOLD
92	SCHDSCHWAB STRATEGIC TR	163,731	$5M	0.2%	TRIM −4%
93	GPCGENUINE PARTS CO	46,037	$5M	0.2%	TRIM −11%
94	TRVTRAVELERS COMPANIES INC	16,332	$5M	0.2%	TRIM −9%
95	FDISFIDELITY COVINGTON TRUST	50,674	$5M	0.2%	HOLD
96	CTASCINTAS CORP	26,749	$5M	0.2%	TRIM −7%
97	DEDEERE & CO	8,025	$5M	0.2%	ADD 2%
98	GLDSPDR GOLD TR	10,438	$4M	0.1%	ADD 14%
99	FENYFIDELITY COVINGTON TRUST	131,963	$4M	0.1%	TRIM −15%
100	QCOMQUALCOMM INC	34,295	$4M	0.1%	TRIM −3%
101	SPGIS&P GLOBAL INC	10,107	$4M	0.1%	TRIM −12%
102	CLCOLGATE PALMOLIVE CO	50,276	$4M	0.1%	TRIM −7%
103	VUGVANGUARD INDEX FDS	9,794	$4M	0.1%	HOLD
104	METAMETA PLATFORMS INC	7,320	$4M	0.1%	HOLD
105	KOCOCA COLA CO	53,938	$4M	0.1%	ADD 4%
106	VIGVANGUARD SPECIALIZED FUNDS	18,953	$4M	0.1%	HOLD
107	NKENIKE INC	76,964	$4M	0.1%	TRIM −5%
108	ACNACCENTURE PLC IRELAND	19,698	$4M	0.1%	TRIM −8%
109	AZOAUTOZONE INC	1,112	$4M	0.1%	HOLD
110	TSMTAIWAN SEMICONDUCTOR MFG LTD	11,049	$4M	0.1%	ADD 2%
111	RTXRTX CORPORATION	18,578	$4M	0.1%	ADD 9%
112	FCXFREEPORT MCMORAN INC	60,569	$4M	0.1%	ADD 14%
113	CAHCARDINAL HEALTH INC	16,258	$3M	0.1%	HOLD
114	FTNTFORTINET INC	41,857	$3M	0.1%	ADD 3%
115	WFCWELLS FARGO CO NEW	41,783	$3M	0.1%	HOLD
116	SOSOUTHERN CO	34,328	$3M	0.1%	HOLD
117	XLGINVESCO EXCHANGE TRADED FD T	59,775	$3M	0.1%	HOLD
118	FNYFIRST TR EXCHANGE-TRADED ALP	35,798	$3M	0.1%	TRIM −5%
119	AXPAMERICAN EXPRESS CO	10,491	$3M	0.1%	HOLD
120	IATISHARES TR	58,452	$3M	0.1%	ADD 2%
121	MSMORGAN STANLEY	18,858	$3M	0.1%	TRIM −6%
122	GILDGILEAD SCIENCES INC	21,924	$3M	0.1%	ADD 70%
123	CLXCLOROX CO DEL	29,324	$3M	0.1%	TRIM −12%
124	ORCLORACLE CORP	20,533	$3M	0.1%	HOLD
125	UNPUNION PAC CORP	12,408	$3M	0.1%	HOLD
126	HONHONEYWELL INTL INC	12,773	$3M	0.1%	TRIM −9%
127	PLDPROLOGIS INC.	21,614	$3M	0.1%	ADD 7%
128	OEFISHARES TR	8,935	$3M	0.1%	HOLD
129	JCIJOHNSON CONTROLS INTERNATION	21,564	$3M	0.1%	TRIM −3%
130	BANK AMERICA CORP	2,330	$3M	0.1%	TRIM −4%
131	ALLALLSTATE CORP	13,372	$3M	0.1%	HOLD
132	DGROISHARES CORE DIVIDEND GROWTH ETF	38,992	$3M	0.1%	HOLD
133	ORLYOREILLY AUTOMOTIVE INC	29,595	$3M	0.1%	HOLD
134	LRCXLAM RESEARCH CORP	12,723	$3M	0.1%	ADD 7%
135	PGXINVESCO EXCH TRADED FD TR II	248,499	$3M	0.1%	TRIM −3%
136	IJHISHARES TR	39,766	$3M	0.1%	HOLD
137	PPLPPL CORP	70,007	$3M	0.1%	HOLD
138	NEMNEWMONT CORP	24,302	$3M	0.1%	ADD 17%
139	PHPARKER-HANNIFIN CORP	2,885	$3M	0.1%	ADD 2%
140	TMOTHERMO FISHER SCIENTIFIC INC	5,220	$3M	0.1%	TRIM −2%
141	FDXFEDEX CORP	7,059	$3M	0.1%	HOLD
142	BABOEING CO	12,084	$2M	0.1%	ADD 18%
143	IWMISHARES TR	9,678	$2M	0.1%	ADD 6%
144	MMM3M CO	16,415	$2M	0.1%	TRIM −4%
145	UNHUNITEDHEALTH GROUP INC	8,606	$2M	0.1%	TRIM −3%
146	LMTLOCKHEED MARTIN CORP	3,853	$2M	0.1%	HOLD
147	IBBISHARES TR	13,742	$2M	0.1%	HOLD
148	DISDISNEY WALT CO	23,892	$2M	0.1%	TRIM −4%
149	IBMINTERNATIONAL BUSINESS MACHS	9,498	$2M	0.1%	HOLD
150	CDNSCADENCE DESIGN SYSTEM INC	8,013	$2M	0.1%	HOLD
151	PEPPEPSICO INC	14,166	$2M	0.1%	HOLD
152	ROPROPER TECHNOLOGIES INC	6,189	$2M	0.1%	HOLD
153	IRMIRON MTN INC DEL	21,311	$2M	0.1%	HOLD
154	BLKBLACKROCK INC	2,212	$2M	0.1%	TRIM −7%
155	ITWILLINOIS TOOL WKS INC	8,084	$2M	0.1%	HOLD
156	CCICROWN CASTLE INC	25,722	$2M	0.1%	HOLD
157	BKNGBOOKING HOLDINGS INC	482	$2M	0.1%	TRIM −2%
158	CVSCVS HEALTH CORP	28,061	$2M	0.1%	ADD 30%
159	SCHMSCHWAB STRATEGIC TR	63,459	$2M	0.1%	HOLD
160	TJXTJX COS INC NEW	12,291	$2M	0.1%	ADD 25%
161	WECWEC ENERGY GROUP INC	16,743	$2M	0.1%	TRIM −4%
162	CORTCORCEPT THERAPEUTICS INC	47,395	$2M	0.1%	HOLD
163	MPCMARATHON PETE CORP	7,664	$2M	0.1%	HOLD
164	WMBWILLIAMS COS INC	25,468	$2M	0.1%	HOLD
165	MARMARRIOTT INTL INC NEW	5,594	$2M	0.1%	TRIM −13%
166	BLDRBUILDERS FIRSTSOURCE INC	22,140	$2M	0.1%	HOLD
167	NUENUCOR CORP	10,731	$2M	0.1%	ADD 4%
168	VLOVALERO ENERGY CORP	7,263	$2M	0.1%	ADD 11%
169	KRKROGER CO	24,715	$2M	0.1%	HOLD
170	QUALISHARES TR	9,254	$2M	0.1%	HOLD
171	GEGE AEROSPACE	6,180	$2M	0.1%	ADD 11%
172	VYMVANGUARD WHITEHALL FDS	11,416	$2M	0.1%	TRIM −9%
173	UPSUNITED PARCEL SERVICE INC	17,179	$2M	0.1%	TRIM −3%
174	IWFISHARES TR	3,918	$2M	0.1%	HOLD
175	OMCOMNICOM GROUP INC	22,084	$2M	0.1%	TRIM −62%
176	ACWIISHARES TR	11,895	$2M	0.1%	HOLD
177	ADBEADOBE INC	6,760	$2M	0.1%	HOLD
178	LBRDALIBERTY BROADBAND CORP	31,643	$2M	0.1%	NEW
179	DLNWISDOMTREE TR	17,273	$2M	0.1%	HOLD
180	DIASPDR DOW JONES INDL AVERAGE	3,314	$2M	0.1%	HOLD
181	EMREMERSON ELEC CO	11,639	$2M	0.1%	TRIM −5%
182	VEAVANGUARD TAX-MANAGED FDS	23,736	$2M	0.1%	HOLD
183	TMUST-MOBILE US INC	7,215	$2M	0.1%	ADD 23%
184	MKCMCCORMICK & CO INC	29,901	$2M	0.1%	HOLD
185	MAMASTERCARD INCORPORATED	2,992	$1M	0.0%	ADD 6%
186	PFEPFIZER INC	52,827	$1M	0.0%	TRIM −8%
187	ELVELEVANCE HEALTH INC FORMERLY	4,958	$1M	0.0%	TRIM −3%
188	SCHXSCHWAB U.S. LARGE-CAP ETF	56,237	$1M	0.0%	HOLD
189	IYFISHARES TR	11,892	$1M	0.0%	TRIM −2%
190	NVSNOVARTIS AG	9,098	$1M	0.0%	HOLD
191	ULUNILEVER PLC	24,344	$1M	0.0%	HOLD
192	BMYBRISTOL-MYERS SQUIBB CO	22,809	$1M	0.0%	ADD 9%
193	VOOVANGUARD INDEX FDS	2,281	$1M	0.0%	TRIM −11%
194	CRMSALESFORCE INC	7,202	$1M	0.0%	TRIM −4%
195	GEVGE VERNOVA INC	1,523	$1M	0.0%	HOLD
196	DUKDUKE ENERGY CORP NEW	9,982	$1M	0.0%	HOLD
197	RSPINVESCO EXCHANGE TRADED FD T	6,724	$1M	0.0%	ADD 10%
198	MCKMCKESSON CORP	1,472	$1M	0.0%	HOLD
199	TAT&T INC	43,715	$1M	0.0%	HOLD
200	XNTKSPDR SERIES TRUST	4,950	$1M	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

919K

896K

882K

877K

862K

840K

$213M

XLKSELECT SECTOR SPDR TR

693K

712K

695K

690K

1.3M

$179M

COSTCOSTCO WHSL CORP NEW

120K

117K

116K

115K

112K

$112M

MSFTMICROSOFT CORP

310K

304K

299K

300K

298K

289K

$107M

GOOGLALPHABET INC

284K

278K

276K

277K

272K

270K

$78M

WMTWALMART INC

585K

576K

569K

571K

565K

557K

$69M

AMZNAMAZON COM INC

341K

337K

332K

335K

334K

329K

$69M

JPMJPMORGAN CHASE & CO

178K

181K

200K

219K

225K

$66M

CVXCHEVRON CORP NEW

334K

324K

316K

314K

315K

$65M

NVDANVIDIA CORPORATION

385K

379K

374K

377K

368K

370K

$65M

XLCSELECT SECTOR SPDR TR

645K

675K

717K

545K

533K

498K

$55M

XLYSELECT SECTOR SPDR TR

226K

239K

251K

250K

489K

496K

$54M

VGTVANGUARD WORLD FD

73K

78K

82K

84K

82K

76K

$53M

XLVSELECT SECTOR SPDR TR

321K

338K

362K

340K

331K

327K

$48M

VVISA INC

161K

156K

154K

152K

151K

$46M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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