Instuitional Investor - Kcm Investment Advisors Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	876,885	$223,281,177	7.19%
2.	Sector Spdr Trust	XLB	1,379,816	$194,457,374	6.26%
3.	Microsoft Corp	MSFT	299,807	$155,284,874	5%
4.	Costco Wholesale Corp W	COST	116,010	$107,382,386	3.46%
5.	Amazon Com Inc	AMZN	334,715	$73,493,373	2.37%