Instuitional Investor - Kkm Financial Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Palo Alto Networks Inc	PANW	72,971	$24,622,729	3.37%
2.	Intel Corp	INTC	166,641	$23,268,083	3.19%
3.	Microsoft Corp	MSFT	46,104	$19,408,643	2.66%
4.	Eli Lilly & Co	LLY	13,652	$16,018,060	2.19%
5.	Unitedhealth Group Inc	UNH	38,062	$15,798,942	2.16%