0001941040-24-000238.txt : 20240507 0001941040-24-000238.hdr.sgml : 20240507 20240507132614 ACCESSION NUMBER: 0001941040-24-000238 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240507 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KCM INVESTMENT ADVISORS LLC CENTRAL INDEX KEY: 0001109228 ORGANIZATION NAME: IRS NUMBER: 901252063 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05651 FILM NUMBER: 24920974 BUSINESS ADDRESS: STREET 1: 300 DRAKES LANDING ROAD STREET 2: SUITE 210 CITY: GREENBRAE STATE: CA ZIP: 94904 BUSINESS PHONE: 415-461-7788 MAIL ADDRESS: STREET 1: 300 DRAKES LANDING ROAD STREET 2: SUITE 210 CITY: GREENBRAE STATE: CA ZIP: 94904 FORMER COMPANY: FORMER CONFORMED NAME: KCM INVESTMENT ADVISORS/CA DATE OF NAME CHANGE: 20000413 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001109228 XXXXXXXX 03-31-2024 03-31-2024 false KCM INVESTMENT ADVISORS LLC

300 DRAKES LANDING ROAD SUITE 210 GREENBRAE CA 94904

13F HOLDINGS REPORT 028-05651 000109629 801-55395 N Loni Tankoos 415-461-7788 Loni Tankoos Greenbrae CA 05-07-2024 0 376 2707332106 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 2896363 27306 SH SOLE 27306 0 0 ABBOTT LABS COM 002824100 16653054 146516 SH SOLE 146516 0 0 ABBVIE INC COM 00287Y109 14484256 79540 SH SOLE 79540 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7990747 23054 SH SOLE 23054 0 0 ADOBE INC COM 00724F101 4636769 9189 SH SOLE 9189 0 0 ADVANCED MICRO DEVICES INC COM 007903107 12625276 69950 SH SOLE 69950 0 0 AFLAC INC COM 001055102 468756 5460 SH SOLE 5460 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 1119337 7693 SH SOLE 7693 0 0 AIR PRODS & CHEMS INC COM 009158106 11185826 46171 SH SOLE 46171 0 0 ALBEMARLE CORP COM 012653101 1457176 11061 SH SOLE 11061 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 267746 2077 SH SOLE 2077 0 0 ALLSTATE CORP COM 020002101 2016309 11654 SH SOLE 11654 0 0 ALPHABET INC CAP STK CL A 02079K305 42229761 279797 SH SOLE 279797 0 0 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COM 74340W103 3632689 27897 SH SOLE 27897 0 0 PUBLIC STORAGE COM 74460D109 1563423 5390 SH SOLE 5390 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 4484101 67147 SH SOLE 67147 0 0 QUALCOMM INC COM 747525103 7241170 42771 SH SOLE 42771 0 0 REALTY INCOME CORP COM 756109104 11852072 219077 SH SOLE 219077 0 0 ROPER TECHNOLOGIES INC COM 776696106 2036971 3632 SH SOLE 3632 0 0 ROSS STORES INC COM 778296103 4735798 32269 SH SOLE 32269 0 0 RTX CORPORATION COM 75513E101 1673030 17154 SH SOLE 17154 0 0 S&P GLOBAL INC COM 78409V104 5444909 12798 SH SOLE 12798 0 0 SALESFORCE INC COM 79466L302 4659556 15471 SH SOLE 15471 0 0 SCHWAB CHARLES CORP COM 808513105 6915983 95604 SH SOLE 95604 0 0 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 246054 4856 SH SOLE 4856 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 737726 7956 SH SOLE 7956 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 929544 14978 SH SOLE 14978 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5223767 64787 SH SOLE 64787 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1780168 21861 SH SOLE 21861 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4511217 73894 SH SOLE 73894 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 1126049 16709 SH SOLE 16709 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 6265576 95439 SH SOLE 95439 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 31941401 253584 SH SOLE 253584 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 9326016 100398 SH SOLE 100398 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 35943779 853366 SH SOLE 853366 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 32961361 349130 SH SOLE 349130 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 31821853 416735 SH SOLE 416735 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 41202889 224063 SH SOLE 224063 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 3774540 95485 SH SOLE 95485 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 51974726 636477 SH SOLE 636477 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 146147105 701719 SH SOLE 701719 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 45993004 311332 SH SOLE 311332 0 0 SEMPRA COM 816851109 2298286 31996 SH SOLE 31996 0 0 SERVICENOW INC COM 81762P102 684635 898 SH SOLE 898 0 0 SHELL PLC SPON ADS 780259305 383067 5714 SH SOLE 5714 0 0 SHERWIN WILLIAMS CO COM 824348106 2049340 5900 SH SOLE 5900 0 0 SOUTHERN CO COM 842587107 2441861 34038 SH SOLE 34038 0 0 SOUTHERN COPPER CORP COM 84265V105 2100574 19720 SH SOLE 19720 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 2114492 5316 SH SOLE 5316 0 0 SPDR GOLD TR GOLD SHS 78463V107 479533 2331 SH SOLE 2331 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 25388885 48538 SH SOLE 48538 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 8893431 15984 SH SOLE 15984 0 0 SPDR SER TR AEROSPACE DEF 78464A631 347479 2473 SH SOLE 2473 0 0 SPDR SER TR NYSE TECH ETF 78464A102 909249 4985 SH SOLE 4985 0 0 SPDR SER TR S&P DIVID ETF 78464A763 12751468 97161 SH SOLE 97161 0 0 STANLEY BLACK & DECKER INC COM 854502101 1548698 15814 SH SOLE 15814 0 0 STARBUCKS CORP COM 855244109 13334290 145905 SH SOLE 145905 0 0 STATE STR CORP COM 857477103 215140 2782 SH SOLE 2782 0 0 STRYKER CORPORATION COM 863667101 587623 1642 SH SOLE 1642 0 0 SYNOPSYS INC COM 871607107 397181 695 SH SOLE 695 0 0 SYSCO CORP COM 871829107 872673 10750 SH SOLE 10750 0 0 T-MOBILE US INC COM 872590104 2302883 14109 SH SOLE 14109 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1005954 7394 SH SOLE 7394 0 0 TARGET CORP COM 87612E106 3981731 22469 SH SOLE 22469 0 0 TESLA INC COM 88160R101 3587522 20408 SH SOLE 20408 0 0 TEXAS INSTRS INC COM 882508104 557234 3199 SH SOLE 3199 0 0 THE CIGNA GROUP COM 125523100 759793 2092 SH SOLE 2092 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5978986 10287 SH SOLE 10287 0 0 TJX COS INC NEW COM 872540109 481720 4750 SH SOLE 4750 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 380213 6297 SH SOLE 6297 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 244553 3553 SH SOLE 3553 0 0 TOYOTA MOTOR CORP ADS 892331307 331211 1316 SH SOLE 1316 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 30984004 103211 SH SOLE 103211 0 0 TRAVELERS COMPANIES INC COM 89417E109 3373305 14658 SH SOLE 14658 0 0 UNILEVER PLC SPON ADR NEW 904767704 1766286 35192 SH SOLE 35192 0 0 UNION PAC CORP COM 907818108 8117696 33008 SH SOLE 33008 0 0 UNITED PARCEL SERVICE INC CL B 911312106 22303473 150060 SH SOLE 150060 0 0 UNITEDHEALTH GROUP INC COM 91324P102 9847425 19906 SH SOLE 19906 0 0 US BANCORP DEL COM NEW 902973304 4943641 110596 SH SOLE 110596 0 0 VALERO ENERGY CORP COM 91913Y100 903462 5293 SH SOLE 5293 0 0 VANECK ETF TRUST PHARMACEUTCL ETF 92189F692 265116 2923 SH SOLE 2923 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 837863 3724 SH SOLE 3724 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 484195 2019 SH SOLE 2019 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 57766543 222264 SH SOLE 222264 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 9255296 107022 SH SOLE 107022 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 850274 1769 SH SOLE 1769 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1115519 4880 SH SOLE 4880 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3660949 14652 SH SOLE 14652 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 4000431 11622 SH SOLE 11622 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 354545 5265 SH SOLE 5265 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 260443 3005 SH SOLE 3005 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3506533 19202 SH SOLE 19202 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1123910 22402 SH SOLE 22402 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1823205 15069 SH SOLE 15069 0 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 11606288 56855 SH SOLE 56855 0 0 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 26588007 83681 SH SOLE 83681 0 0 VANGUARD WORLD FD COMM SRVC ETF 92204A884 33095127 252211 SH SOLE 252211 0 0 VANGUARD WORLD FD ENERGY ETF 92204A306 8861171 67283 SH SOLE 67283 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 36548099 356950 SH SOLE 356950 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 28450227 105169 SH SOLE 105169 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 42604053 81253 SH SOLE 81253 0 0 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 20065232 82184 SH SOLE 82184 0 0 VANGUARD WORLD FD MATERIALS ETF 92204A801 8316197 40680 SH SOLE 40680 0 0 VANGUARD WORLD FD UTILITIES ETF 92204A876 4651680 32625 SH SOLE 32625 0 0 VEEVA SYS INC CL A COM 922475108 675840 2917 SH SOLE 2917 0 0 VENTAS INC COM 92276F100 381802 8769 SH SOLE 8769 0 0 VERISK ANALYTICS INC COM 92345Y106 890824 3779 SH SOLE 3779 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 12963164 308941 SH SOLE 308941 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 1436984 17595 SH SOLE 17595 0 0 VISA INC COM CL A 92826C839 45351056 162502 SH SOLE 162502 0 0 WALMART INC COM 931142103 35264567 586082 SH SOLE 586082 0 0 WASTE MGMT INC DEL COM 94106L109 42006332 197074 SH SOLE 197074 0 0 WATTS WATER TECHNOLOGIES INC CL A 942749102 207236 975 SH SOLE 975 0 0 WEC ENERGY GROUP INC COM 92939U106 1760599 21439 SH SOLE 21439 0 0 WELLS FARGO CO NEW COM 949746101 2353659 40608 SH SOLE 40608 0 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 16293013 13362 SH SOLE 13362 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 369067 10278 SH SOLE 10278 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 239232 5076 SH SOLE 5076 0 0 WILLIAMS COS INC COM 969457100 1081364 27749 SH SOLE 27749 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 1376517 19068 SH SOLE 19068 0 0 WORKDAY INC CL A 98138H101 579867 2126 SH SOLE 2126 0 0 XCEL ENERGY INC COM 98389B100 398234 7409 SH SOLE 7409 0 0 XYLEM INC COM 98419M100 1187586 9189 SH SOLE 9189 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 5127873 38853 SH SOLE 38853 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 179600 11204 SH SOLE 11204 0 0 ZYNEX INC COM 98986M103 213630 17270 SH SOLE 17270 0 0