Instuitional Investor - Kcm Investment Advisors Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	919,211	$230,188,854	7.93%
2.	Sector Spdr Trust	XLB	692,754	$161,079,132	5.55%
3.	Microsoft Corp	MSFT	309,763	$130,564,913	4.5%
4.	Costco Wholesale Corp W	COST	119,830	$109,796,773	3.78%
5.	Amazon Com Inc	AMZN	340,893	$74,788,515	2.57%