KCM Investment Advisors LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison: Analyzing the Changes in Top Stock Holdings

As we head into the final quarter of 2022, it's always intriguing to see how analysts and investors adjust their portfolios based on available financial data. One way to check if they're shifting their focus and priorities in the market is by looking at the 13F filings from various top investment advisors. In this article, we will take a deep dive into the 13F holdings comparison analysis between KCM Investment Advisors LLC's top stock holdings from Q3 to Q4 2022. To provide valuable insights, let's start by defining what 13F filings are and why investors track these reports.

Understanding 13F Filings

Any institutional investment manager that manages over $100 million in assets must file a quarterly report, 13F, with the Security and Exchange Commission (SEC). This report, which is public, discloses the firm's or fund's equity holdings of exchange-traded securities as at the end of the quarter. Although the filing gives investors an opportunity to monitor hedge fund and institutional investor trading activities, it's not intended to show all of their securities transactions. Investors often scrutinize 13F filings to track the investment strategies of their favored fund managers eventually. It also sounds reasonable to discuss how KCM Investment Advisors LLC invested its Q3 equity holdings across its top 10 stock picks and how it changed in Q4 2022.

Analysing KCM Investment Advisors' Top 10 Stock Holdings

From the above CSV summary, we see that KCM investment Advisors LLC holdings reflect changes across several sectors, most notably in Staples, Energy, and Healthcare. Apple Inc (AAPL) remained the clear top choice in KCM's stock picks, but it saw a 6.9% drop in Q4 2022 compared to the previous quarter. The investment firm decreased their exposure to Microsoft Corporation (MSFT) by -3%, which was surprising considering the stock's continued growth and stability in recent quarters. Looking at the Energy sector, KCM increased their holding of Chevron Corporation (CVX) by 30.2% in Q4 2022, and NextEra Energy, Inc. (NEE) saw a 5.6% increase in holdings. Other notable holdings include Costco Wholesale Corporation (COST), which saw a slight decrease of -3.2%, and Johnson & Johnson (JNJ), which saw an increase of 8.5% in Q4 2022. Overall, it's interesting to observe how KCM Investment Advisors LLC shifted their stock picks across various sectors in Q4 2022. We can see their increased focus on the Energy sector, especially with their significant increase in holdings for Chevron Corporation.

Conclusion

In conclusion, understanding a fund's 13F holdings is critical for investors. By comparing Q3 2022 data to Q4 2022, we see how KCM Investment Advisors LLC adjusted their stock picks in different sectors based on various market factors. This analysis provides valuable insights for investors who are tracking fund manager's activities as they make important investment decisions. Understanding their investment strategies can help us make informed decisions while investing or consider an investment in the future.