Portfolio (Quarterly) Guide ↗

KCM INVESTMENT ADVISORS LLC

· CIK 0001109228

13F Portfolio $3.4B AUM 400 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 29 New 95 Added 168 Reduced 22 Exited

Page 2 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	CENCORA INC	—	651	$205K	0.01%	SOLD
22	AWK	AMERICAN WTR WKS CO INC NEW	Utilities	1,500	$204K	0.01%	SOLD

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Sector Allocation

Technology 28.1%

Financial Services 14.5%

Industrials 14.1%

Consumer Defensive 10.3%

Healthcare 9.1%

Consumer Cyclical 9.1%

Communication Services 5.4%

Basic Materials 3.1%

Energy 2.9%

Utilities 2.4%