GKM ADVISERS LLC [Rocket]

Holdings

GKM ADVISERS LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
MEDTRONIC INC	MDT	Common	329,665	-37,864	9,715,000	-1,833,000	4.06		Hist	03/31/2009
MICROSOFT CORP	MSFT	Common	521,168	-38,931	9,574,000	-1,314,000	4.00		Hist	03/31/2009
TEVA PHARMACEUTICAL INDUSTRIES LTD	TEVA	ADR	203,948	-10,420	9,188,000	62,000	3.84		Hist	03/31/2009
SCOTTS MIRACLE-GRO CO	SMG	CL A	236,024	-31,375	8,190,000	243,000	3.42		Hist	03/31/2009
JOHNSON & JOHNSON	JNJ	Common	143,862	-19,893	7,567,000	-2,230,000	3.16		Hist	03/31/2009
GOOGLE INC.	GOOG	CL A	21,442	-3,675	7,463,000	-264,000	3.12		Hist	03/31/2009
INTERNATIONAL BUSINESS MACHINES CORP	IBM	Common	72,520	-6,399	7,026,000	384,000	2.94		Hist	03/31/2009
SYSCO CORP	SYY	Common	270,193	-19,751	6,160,000	-491,000	2.57		Hist	03/31/2009
ORACLE CORP	ORCL	Common	322,843	-14,000	5,834,000	-138,000	2.44		Hist	03/31/2009
ABBOTT LABORATORIES	ABT	Common	120,781	-9,409	5,761,000	-1,187,000	2.41		Hist	03/31/2009
INTEL CORP	INTC	Common	373,654	-30,624	5,623,000	-304,000	2.35		Hist	03/31/2009
CISCO SYSTEMS, INC.	CSCO	Common	316,559	-20,875	5,309,000	-191,000	2.22		Hist	03/31/2009
Apple Inc.	AAPL	Common	49,380	-5,715	5,191,000	489,000	2.17		Hist	03/31/2009
INTUIT INC.	INTU	Common	186,505	-26,995	5,036,000	-43,000	2.10		Hist	03/31/2009
GARMIN LTD	GRMN	Common	233,255	-18,700	4,947,000	117,000	2.07		Hist	03/31/2009
TRIMBLE INC.	TRMB	Common	318,157	-65,440	4,861,000	-3,429,000	2.03		Hist	03/31/2009
HP INC	HPQ	Common	130,605	-13,825	4,187,000	-1,054,000	1.75		Hist	03/31/2009
ADOBE INC.	ADBE	Common	187,930	-16,205	4,020,000	-326,000	1.68		Hist	03/31/2009
QUALCOMM INC/DE	QCOM	Common	99,032	-1,513	3,853,000	250,000	1.61		Hist	03/31/2009
PEPSICO INC	PEP	Common	66,999	-5,090	3,449,000	-499,000	1.44		Hist	03/31/2009
W.W. GRAINGER, INC.	GWW	Common	48,076	-6,158	3,374,000	-902,000	1.41		Hist	03/31/2009
AUTOMATIC DATA PROCESSING INC	ADP	Common	91,228	-2,684	3,208,000	-487,000	1.34		Hist	03/31/2009
PROCTER & GAMBLE Co	PG	Common	67,747	-540	3,190,000	-1,032,000	1.33		Hist	03/31/2009
NOVARTIS AG	NVS	ADR	83,490	-20,825	3,158,000	-2,033,000	1.32		Hist	03/31/2009
BAXTER INTERNATIONAL INC	BAX	Common	61,047	-6,025	3,127,000	-467,000	1.31		Hist	03/31/2009
APPLIED MATERIALS INC /DE	AMAT	Common	287,615	-24,050	3,092,000	-65,000	1.29		Hist	03/31/2009
CITRIX SYSTEMS INC	CTXS	Common	135,760	-17,185	3,074,000	-531,000	1.28		Hist	03/31/2009
DIONEX CORP /DE	DNEX	Common	64,630	-12,175	3,054,000	-391,000	1.28		Hist	03/31/2009
COSTCO WHOLESALE CORP /NEW	COST	Common	61,069	-5,525	2,829,000	-667,000	1.18		Hist	03/31/2009
ECOLAB INC.	ECL	Common	77,357	-5,950	2,687,000	-241,000	1.12		Hist	03/31/2009
ACCENTURE LTD	ACN	Common	97,121	-4,775	2,670,000	-671,000	1.12		Hist	03/31/2009
HOME DEPOT, INC.	HD	Common	112,919	1,400	2,660,000	93,000	1.11		Hist	03/31/2009
Alberto-Culver CO	ACV	COM	111,631	-2,500	2,524,000	-273,000	1.05		Hist	03/31/2009
COCA COLA CO	KO	Common	57,142	-5,225	2,511,000	-312,000	1.05		Hist	03/31/2009
ALCON INC	ACL	Common	27,332	-1,025	2,485,000	-44,000	1.04		Hist	03/31/2009
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