Empfehlung
5,7
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
25.1
1 neu, 4 erhöht, -2615K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | KCM INVESTMENT ADVISORS LLC |
|---|---|
| Ticker | |
| CIK | 0001109228 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:21:34.762681 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Miller Investment Management, LP | 152,936 | 181,918 | -28,982 | 15,778,407 | Reduziert | -15,9% | |
| Moloney Securities Asset Management, LLC | 18,132 | 17,247 | 885 | 1,386,446 | Aufgestockt | +5,1% | |
| SVB WEALTH LLC | 25,781 | 27,606 | -1,825 | 1,182,052 | Reduziert | -6,6% | |
| Sandhill Capital Partners LLC | 45,769 | 45,769 | 0 | 795,008 | Unverändert | 0,0% | |
| Summit Creek Advisors LLC | 1,552 | 1,552 | 0 | 229,013 | Unverändert | 0,0% | |
| Sincerus Advisory, LLC | 12,782 | 0 | 12,782 | 228,411 | Neu | +100,0% | |
| EdgeRock Capital LLC | 3,982 | 0 | 3,982 | 200,057 | Neu | +100,0% | |
| Pinnacle Wealth Management Advisory Group, LLC | 15,914 | 20,954 | -5,040 | 178,875 | Reduziert | -24,1% | |
| Ancora Advisors LLC | 4,013 | 2,149 | 1,864 | 116,326 | Aufgestockt | +86,7% | |
| Capco Asset Management, LLC | 577 | 321 | 256 | 85,142 | Aufgestockt | +79,8% | |
| Pinnacle Holdings, LLC | 122 | 122 | 0 | 18,002 | Unverändert | 0,0% | |
| Tieton Capital Management, LLC | 111,920 | 112,505 | -585 | 10,133 | Reduziert | -0,5% | |
| Brick & Kyle, Associates | 108,031 | 106,086 | 1,945 | 2,202 | Aufgestockt | +1,8% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Miller Investment Management, LP | 152,936 | 15,778,407 | 85.77 |
| SVB WEALTH LLC | 25,781 | 1,182,052 | 6.43 |
| Sandhill Capital Partners LLC | 45,769 | 795,008 | 4.32 |
| Summit Creek Advisors LLC | 1,552 | 229,013 | 1.24 |
| Pinnacle Wealth Management Advisory Group, LLC | 15,914 | 178,875 | 0.97 |
| Ancora Advisors LLC | 4,013 | 116,326 | 0.63 |
| Capco Asset Management, LLC | 577 | 85,142 | 0.46 |
| Pinnacle Holdings, LLC | 122 | 18,002 | 0.10 |
| Tieton Capital Management, LLC | 111,920 | 10,133 | 0.06 |
| Brick & Kyle, Associates | 108,031 | 2,202 | 0.01 |