Long-term investor
Kcm Investment Advisors LLC @kcminvestmentadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001109228).
Record
- Tracked since 2025-12-31 (257 days), 18 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.4%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- XLK · 7.7% · long · since 2025-12-31
- AAPL · 7.1% · long · since 2025-12-31
- MSFT · 3.2% · long · since 2025-12-31
- COST · 3.1% · long · since 2025-12-31
- GOOGL · 2.8% · long · since 2025-12-31
- AMZN · 2.3% · long · since 2025-12-31
- NVDA · 2.2% · long · since 2025-12-31
- JPM · 2.2% · long · since 2025-12-31
- VGT · 2.2% · long · since 2025-12-31
- WMT · 1.9% · long · since 2025-12-31
- XLY · 1.8% · long · since 2025-12-31
- XLV · 1.6% · long · since 2025-12-31