0001941040-23-000133.txt : 20230509 0001941040-23-000133.hdr.sgml : 20230509 20230509123425 ACCESSION NUMBER: 0001941040-23-000133 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230509 DATE AS OF CHANGE: 20230509 EFFECTIVENESS DATE: 20230509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KCM INVESTMENT ADVISORS LLC CENTRAL INDEX KEY: 0001109228 IRS NUMBER: 901252063 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05651 FILM NUMBER: 23901041 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 03-31-2023 03-31-2023 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 05-09-2023 0 406 2468971186 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 9368107 89127 SH SOLE 89127 0 0 ABBOTT LABS COM 002824100 16449705 162450 SH SOLE 162450 0 0 ABBVIE INC COM 00287Y109 14068251 88274 SH SOLE 88274 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6977480 24413 SH SOLE 24413 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 3694542 9587 SH SOLE 9587 0 0 ADVANCED MICRO DEVICES INC COM 007903107 7695353 78516 SH SOLE 78516 0 0 AEVA TECHNOLOGIES INC *W EXP 03/12/202 00835Q111 1486 12500 SH SOLE 12500 0 0 AEVA TECHNOLOGIES INC COM 00835Q103 119196 100165 SH SOLE 100165 0 0 AFLAC INC COM 001055102 250863 3888 SH SOLE 3888 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 1172394 8475 SH SOLE 8475 0 0 AIR PRODS & CHEMS INC COM 009158106 14868548 51769 SH SOLE 51769 0 0 ALBEMARLE CORP COM 012653101 2000737 9051 SH SOLE 9051 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 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MKT ETF 808524102 3779286 78982 SH SOLE 78982 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2821760 58337 SH SOLE 58337 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7317969 100027 SH SOLE 100027 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 556193 8534 SH SOLE 8534 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 1043010 18991 SH SOLE 18991 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 231036 4747 SH SOLE 4747 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 28630889 345658 SH SOLE 345658 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 23376026 727093 SH SOLE 727093 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 39431348 680203 SH SOLE 680203 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 40589163 313527 SH SOLE 313527 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 26136847 258320 SH SOLE 258320 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 29142537 390075 SH SOLE 390075 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 33500289 224022 SH SOLE 224022 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 7482464 110540 SH SOLE 110540 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 5069436 135619 SH SOLE 135619 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 118653708 785734 SH SOLE 785734 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 8939175 110825 SH SOLE 110825 0 0 SELECTQUOTE INC COM 816307300 607600 280000 SH SOLE 280000 0 0 SEMPRA COM 816851109 3050436 20180 SH SOLE 20180 0 0 SERVICENOW INC COM 81762P102 311827 671 SH SOLE 671 0 0 SHELL PLC SPON ADS 780259305 423552 7361 SH SOLE 7361 0 0 SHERWIN WILLIAMS CO COM 824348106 1616156 7190 SH SOLE 7190 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 321412 80960 SH SOLE 80960 0 0 SJW GROUP COM 784305104 316168 4153 SH SOLE 4153 0 0 SMARTSHEET INC COM CL A 83200N103 206544 4321 SH SOLE 4321 0 0 SOUTHERN CO COM 842587107 2674701 38441 SH SOLE 38441 0 0 SOUTHERN COPPER CORP COM 84265V105 709125 9300 SH SOLE 9300 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1753905 5273 SH SOLE 5273 0 0 SPDR GOLD TR GOLD SHS 78463V107 2208717 12055 SH SOLE 12055 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 16755676 40928 SH SOLE 40928 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 8183962 17853 SH SOLE 17853 0 0 SPDR SER TR S&P REGL BKG 78464A698 4772450 108811 SH SOLE 108811 0 0 SPDR SER TR NYSE TECH ETF 78464A102 615145 5075 SH SOLE 5075 0 0 SPDR SER TR S&P DIVID ETF 78464A763 12515803 101171 SH SOLE 101171 0 0 SPDR SER TR AEROSPACE DEF 78464A631 289116 2473 SH SOLE 2473 0 0 STANLEY BLACK & DECKER INC COM 854502101 1370505 17008 SH SOLE 17008 0 0 STARBUCKS CORP COM 855244109 17355115 166668 SH SOLE 166668 0 0 STATE STR CORP COM 857477103 512532 6771 SH SOLE 6771 0 0 STRYKER CORPORATION COM 863667101 455896 1597 SH SOLE 1597 0 0 SYNOPSYS INC COM 871607107 268436 695 SH SOLE 695 0 0 SYSCO CORP COM 871829107 663792 8595 SH SOLE 8595 0 0 T-MOBILE US INC COM 872590104 384405 2654 SH SOLE 2654 0 0 TARGET CORP COM 87612E106 8792193 53083 SH SOLE 53083 0 0 TERADYNE INC COM 880770102 339726 3160 SH SOLE 3160 0 0 TESLA INC COM 88160R101 7323131 35299 SH SOLE 35299 0 0 TEXAS INSTRS INC COM 882508104 1154755 6208 SH SOLE 6208 0 0 THE CIGNA GROUP COM 125523100 548623 2147 SH SOLE 2147 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 6530027 11330 SH SOLE 11330 0 0 TJX COS INC NEW COM 872540109 354873 4529 SH SOLE 4529 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 309563 5168 SH SOLE 5168 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 19882587 108069 SH SOLE 108069 0 0 TRAVELERS COMPANIES INC COM 89417E109 4350492 25381 SH SOLE 25381 0 0 TRUIST FINL CORP COM 89832Q109 406131 11910 SH SOLE 11910 0 0 UDR INC COM 902653104 246360 6000 SH SOLE 6000 0 0 UNILEVER PLC SPON ADR NEW 904767704 1777252 34224 SH SOLE 34224 0 0 UNION PAC CORP COM 907818108 8033011 39914 SH SOLE 39914 0 0 UNITED PARCEL SERVICE INC CL B 911312106 30236820 155868 SH SOLE 155868 0 0 UNITEDHEALTH GROUP INC COM 91324P102 8825580 18675 SH SOLE 18675 0 0 US BANCORP DEL COM NEW 902973304 5172877 143492 SH SOLE 143492 0 0 VALERO ENERGY CORP COM 91913Y100 666590 4775 SH SOLE 4775 0 0 VANECK ETF TRUST PHARMACEUTCL ETF 92189F692 265727 3423 SH SOLE 3423 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 498482 1894 SH SOLE 1894 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 48435939 237315 SH SOLE 237315 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1121870 5918 SH SOLE 5918 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 785427 2089 SH SOLE 2089 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6363098 76627 SH SOLE 76627 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 353631 2561 SH SOLE 2561 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 3135312 12569 SH SOLE 12569 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3169167 15025 SH SOLE 15025 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 385295 2062 SH SOLE 2062 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 322791 5296 SH SOLE 5296 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2597549 16866 SH SOLE 16866 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 502898 11133 SH SOLE 11133 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2055718 19485 SH SOLE 19485 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 274248 1341 SH SOLE 1341 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 21806850 86347 SH SOLE 86347 0 0 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 22449867 232232 SH SOLE 232232 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 24601837 103170 SH SOLE 103170 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 40951925 106239 SH SOLE 106239 0 0 VANGUARD WORLD FDS MATERIALS ETF 92204A801 6927169 38956 SH SOLE 38956 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 7088314 62053 SH SOLE 62053 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 8946873 46232 SH SOLE 46232 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 4379721 29689 SH SOLE 29689 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 23785747 305376 SH SOLE 305376 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 16147423 84759 SH SOLE 84759 0 0 VENTAS INC COM 92276F100 399990 9227 SH SOLE 9227 0 0 VERISK ANALYTICS INC COM 92345Y106 847062 4415 SH SOLE 4415 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 16010843 411696 SH SOLE 411696 0 0 VISA INC COM CL A 92826C839 38483279 170688 SH SOLE 170688 0 0 WALMART INC COM 931142103 26820569 181896 SH SOLE 181896 0 0 WASTE MGMT INC DEL COM 94106L109 33764491 206928 SH SOLE 206928 0 0 WATTS WATER TECHNOLOGIES INC CL A 942749102 305501 1815 SH SOLE 1815 0 0 WEC ENERGY GROUP INC COM 92939U106 2562214 27030 SH SOLE 27030 0 0 WELLS FARGO CO NEW COM 949746101 7637219 204313 SH SOLE 204313 0 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 21228162 18047 SH SOLE 18047 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 330663 10975 SH SOLE 10975 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 431080 8951 SH SOLE 8951 0 0 WHITE MTNS INS GROUP LTD COM G9618E107 396717 288 SH SOLE 288 0 0 WILLIAMS COS INC COM 969457100 806687 27016 SH SOLE 27016 0 0 WORKDAY INC CL A 98138H101 495903 2401 SH SOLE 2401 0 0 XCEL ENERGY INC COM 98389B100 530213 7862 SH SOLE 7862 0 0 XYLEM INC COM 98419M100 2567453 24522 SH SOLE 24522 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 975942 3069 SH SOLE 3069 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 5485627 42458 SH SOLE 42458 0 0 ZOETIS INC CL A 98978V103 545303 3276 SH SOLE 3276 0 0 ZYNEX INC COM 98986M103 207240 17270 SH SOLE 17270 0 0