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Loni Tankoos

Kcm Investment Advisors Llc

Assets Managed
$3.013B
Holdings
393
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-3.39%(2Q avg: -1.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kcm Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 393 positions.

Assets under management

The assets under management (AUM) of Kcm Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.013B in assets, with a quarterly growth rate of -3.39% and a 2-quarter average growth rate of -1.47%. The portfolio is managed by Loni Tankoos, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.53%
7.08%
$213.133M
839,802 shares@ $253.79 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 0.39%
5.95%
$179.229M
1.349M shares@ $132.9 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -2.22%
3.72%
$111.984M
112,385 shares@ $996.43 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.01%
3.56%
$107.154M
289,473 shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.76%
2.59%
$77.74M
270,345 shares@ $287.56 avg price
WMT
Walmart Inc
Recent Activity
Decreased -1.29%
2.3%
$69.268M
557,356 shares@ $124.28 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.42%
2.28%
$68.543M
329,107 shares@ $208.28 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.49%
2.2%
$66.114M
224,754 shares@ $294.17 avg price
CVX
Chevron Corp
Recent Activity
Increased 0.21%
2.17%
$65.091M
314,600 shares@ $206.9 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.45%
2.15%
$64.54M
370,072 shares@ $174.4 avg price

1-10 of 393