- New Purchases: XLC, KRC, VPU, PSX, SLB, AMT, NOC, SMH, PPH, FTV, DISCA, FDS, XLNX, WPM, BKH, PAYX, ROST, IWS, IJK, FXI, DON, IDXX, PVG,
- Added Positions: XLV, T, SCHD, VZ, VTI, BLK, SPY, V, XLU, AAPL, VHT, VGT, VOX, VFH, CVX, WMT, VIS, IVV, VDC, AMZN, BA, XOM, XLF, XLP, XLI, AMGN, MKC, VCR, XLB, JNJ, VDE, MMM, CAT, NEE, ISRG, JPM, MDT, PEP, DIS, MPC, XLE, COST, GOOGL, LMT, OXY, SCHW, GS, HD, ROK, SYY, USB, UNP, UNH, APTS, MDY, ABT, AFL, APD, AXP, C, KO, CL, DHR, ENB, GE, HRL, IPG, KMB, MPW, MS, MSI, RTN, TSM, TM, EVRG, YUM, BACPL.PFD, TSLA, WDAY, PYPL, RLJPA.PFD, XLRE, AMAT, BAX, CSX, CERN, CTAS, CMCSA, D, DOV, DUK, EMR, FDX, F, ITW, IFF, SPGI, NVS, ORLY, QCOM, DGX, SHW, TOT, UDR, VFC, ZBH, PPT, STWD, FTNT, KMI, BABA, DGRO, DIA, IHF, VIG, VV,
- Reduced Positions: ABBV, VNO, LIN, WBA, LOW, AGN, GLD, MSFT, OEF, ADM, BMY, DWDP, HON, PG, TD, AVGO, PGX, BAC, CVS, ED, EIX, MAR, SRE, UPS, WFCPL.PFD, IBB, KRE, VEA, XAR, ACN, MO, CSCO, DE, LLY, IBM, IR, LLL, MCK, MRK, NVDA, ORCL, PFE, TRV, SWK, UL, WTM, WSM, WEC, KEYS, IGV, IJH, IOO, PFF, QQQ, CB, AEP, BDX, BRK.B, CBS, CELG, CHKP, CI, DEO, DKS, ETN, EW, EA, EPD, ESS, GILD, MDLZ, OKE, PH, ROP, RDS.A, SAP, SO, TROW, TJX, TGT, TXN, TMO, UN, UTX, VLO, AABA, ZBRA, PPR, MA, BX, PM, FB, NYMTO.PFD, EFA, IEV, IHI, IJR, IWF, VGK, VNQ,
- Sold Out: BANCPD.PFD, CHSCL.PFD, CPJ.PFD, PREPH.PFD, GOODM.PFD, MSPE.PFD, BRG.PRA.PFD, NGHCN.PFD, CLNYPH.PFD, SOHOB.PFD, PREPG.PFD, BACPW.PFD, CAIPA.PFD, CORRPA.PFD, NGHCO.PFD, BANCPE.PFD, KTN, RHHBY, GSPJ.PFD, JPMPB.CL.PFD, CLNYPG.PFD, NGHCP.PFD, COFPD.PFD, GNLPA.PFD, USBPM.PFD, SLGPI.PFD, GLOGPA.PFD, BRG.PRC.PFD, GMLPP.PFD, TSCAP, AGNCB.PFD, HMLPPA.PFD, GLOPPB.PFD, WFCPQ.PFD, SOHOO.PFD, CPN.PFD, DLNGPA.PFD, GLOPPA.PFD, OXLCM.PFD, ESGRP.PFD, NSRGY, VERPF.PFD, WFEPA.PFD, SHOPE.PFD, IBKCO.PFD, SUUB.PFD, AEC2.PFD, QTSPA.PFD, ECCA.PFD, SCEPJ.PFD, UMHPB.PFD, KKRPA.PFD, AHTPF.PFD, GAINM.PFD, CLNYPE.PFD, CIMPB.PFD, TWOPA.PFD, GMREPA.PFD, CLNYPJ.PFD, JCAPPB.PFD, FDL, CAG, IVRPA.PFD, MTBPC.PFD, RFPA.PFD, MSPF.PFD, AFSIC.PFD, BACPY.PFD, AMHPD.PFD, JEPA.PFD, PMTPA.PFD, SPKEP.PFD, AIPB.PFD, PLYMPRA.PFD, CSSEP.PFD, XBI, KLAC, FANH, PDM, MFAPB.PFD, CHSCO.PFD, CPL.CL.PFD, ABRPC.PFD, ALLPE.PFD, CHSCM.PFD, CUBIPC.PFD, WTFCM.PFD, AFSIM.PFD, EBAYL.PFD, CIOPA.PFD, CIMPA.PFD, ECCB.PFD, CLNYPI.PFD, TWOPB.PFD, AHTPI.PFD, NLYPG.PFD, PAGP, CHSCN.PFD, AFSIP.PFD, EDTXF,
For the details of KCM INVESTMENT ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kcm+investment+advisors+llc/current-portfolio/portfolio
These are the top 5 holdings of KCM INVESTMENT ADVISORS LLC- SPDR Select Sector Fund - Technology (XLK) - 897,281 shares, 4.31% of the total portfolio. Shares reduced by 0.33%
- Apple Inc (AAPL) - 275,345 shares, 3.39% of the total portfolio. Shares added by 5.09%
- SPDR S&P 500 (SPY) - 148,848 shares, 2.73% of the total portfolio. Shares added by 8.08%
- Microsoft Corp (MSFT) - 339,181 shares, 2.60% of the total portfolio. Shares reduced by 1.6%
- SPDR Select Sector Fund - Health Care (XLV) - 396,753 shares, 2.36% of the total portfolio. Shares added by 14.94%
Kcm Investment Advisors Llc initiated holding in The Communication Services Select Sector SPDR Fund. The purchase prices were between $41.13 and $47.74, with an estimated average price of $45.58. The stock is now traded at around $49.36. The impact to a portfolio due to this purchase was 1.31%. The holding were 432,995 shares as of .
New Purchase: Kilroy Realty Corp (KRC)Kcm Investment Advisors Llc initiated holding in Kilroy Realty Corp. The purchase prices were between $61.44 and $76.5, with an estimated average price of $71.48. The stock is now traded at around $77.28. The impact to a portfolio due to this purchase was 0.26%. The holding were 52,915 shares as of .
New Purchase: Vanguard Utilities (VPU)Kcm Investment Advisors Llc initiated holding in Vanguard Utilities. The purchase prices were between $115.64 and $131.18, with an estimated average price of $123.83. The stock is now traded at around $130.27. The impact to a portfolio due to this purchase was 0.11%. The holding were 12,530 shares as of .
New Purchase: Phillips 66 (PSX)Kcm Investment Advisors Llc initiated holding in Phillips 66. The purchase prices were between $86.15 and $98.89, with an estimated average price of $94.94. The stock is now traded at around $88.30. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,947 shares as of .
New Purchase: Schlumberger Ltd (SLB)Kcm Investment Advisors Llc initiated holding in Schlumberger Ltd. The purchase prices were between $36.08 and $45.9, with an estimated average price of $43.16. The stock is now traded at around $39.86. The impact to a portfolio due to this purchase was 0.05%. The holding were 16,422 shares as of .
New Purchase: American Tower Corp (AMT)Kcm Investment Advisors Llc initiated holding in American Tower Corp. The purchase prices were between $156.74 and $197.06, with an estimated average price of $174.99. The stock is now traded at around $202.02. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,355 shares as of .
Added: AT&T Inc (T)Kcm Investment Advisors Llc added to a holding in AT&T Inc by 239.29%. The purchase prices were between $28.54 and $31.4, with an estimated average price of $30.44. The stock is now traded at around $31.62. The impact to a portfolio due to this purchase was 0.28%. The holding were 196,080 shares as of .
Added: Schwab US Dividend Equity (SCHD)Kcm Investment Advisors Llc added to a holding in Schwab US Dividend Equity by 84.54%. The purchase prices were between $46.05 and $52.53, with an estimated average price of $50.4. The stock is now traded at around $52.33. The impact to a portfolio due to this purchase was 0.28%. The holding were 183,596 shares as of .
Added: Vanguard Total Stock Market (VTI)Kcm Investment Advisors Llc added to a holding in Vanguard Total Stock Market by 20.21%. The purchase prices were between $124.77 and $146.62, with an estimated average price of $139.34. The stock is now traded at around $147.28. The impact to a portfolio due to this purchase was 0.25%. The holding were 156,378 shares as of .
Added: BlackRock Inc (BLK)Kcm Investment Advisors Llc added to a holding in BlackRock Inc by 881.65%. The purchase prices were between $377.98 and $443.77, with an estimated average price of $419.31. The stock is now traded at around $447.24. The impact to a portfolio due to this purchase was 0.2%. The holding were 8,079 shares as of .
Added: Visa Inc (V)Kcm Investment Advisors Llc added to a holding in Visa Inc by 20.39%. The purchase prices were between $128.13 and $156.19, with an estimated average price of $143.85. The stock is now traded at around $164.87. The impact to a portfolio due to this purchase was 0.19%. The holding were 112,690 shares as of .
Added: SPDR Select Sector Fund - Utilities (XLU)Kcm Investment Advisors Llc added to a holding in SPDR Select Sector Fund - Utilities by 92.54%. The purchase prices were between $52 and $58.96, with an estimated average price of $55.53. The stock is now traded at around $58.48. The impact to a portfolio due to this purchase was 0.18%. The holding were 97,907 shares as of .
Sold Out: Banc of California Inc (BANCPD.PFD)Kcm Investment Advisors Llc sold out a holding in Banc of California Inc. The sale prices were between $25.5 and $26.22, with an estimated average price of $25.85.
Sold Out: CHS Inc (CHSCL.PFD)Kcm Investment Advisors Llc sold out a holding in CHS Inc. The sale prices were between $25.26 and $27.71, with an estimated average price of $27.07.
Sold Out: PartnerRe Ltd (PREPH.PFD)Kcm Investment Advisors Llc sold out a holding in PartnerRe Ltd. The sale prices were between $25.19 and $27.37, with an estimated average price of $26.7.
Sold Out: Citigroup Inc (CPJ.PFD)Kcm Investment Advisors Llc sold out a holding in Citigroup Inc. The sale prices were between $26.19 and $28.2, with an estimated average price of $27.12.
Sold Out: Gladstone Commercial Corp (GOODM.PFD)Kcm Investment Advisors Llc sold out a holding in Gladstone Commercial Corp. The sale prices were between $23.28 and $25.8, with an estimated average price of $25.15.
Sold Out: Morgan Stanley (MSPE.PFD)Kcm Investment Advisors Llc sold out a holding in Morgan Stanley. The sale prices were between $26.37 and $28.69, with an estimated average price of $27.89.
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