Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple	327,190	$44.73M	5.7%	$83.44	+78.1%	COMM	037833100
MA	Mastercard	132,145	$41.69M	5.3%	$72.81	+363.2%	COMM	57636Q104
ADP	Automatic Data Processing	189,584	$39.82M	5.1%	$45.45	+345.6%	COMM	053015103
MSFT	Microsoft	137,714	$35.37M	4.5%	$45.66	+476.9%	COMM	594918104
SYK	Stryker	126,853	$25.23M	3.2%	$71.12	+217.6%	COMM	863667101
ABT	Abbott Labs	222,034	$24.12M	3.1%	$41.16	+157.7%	COMM	002824100
TJX	TJX Companies	417,462	$23.32M	3.0%	$34.69	+65.5%	COMM	872540109
DHR	Danaher	78,716	$19.96M	2.5%	$49.81	+354.2%	COMM	235851102
NKE	NIKE 'B'	189,595	$19.38M	2.5%	$43.43	+156.3%	COMM	654106103
JNJ	Johnson & Johnson	108,947	$19.34M	2.5%	$62.43	+156.2%	COMM	478160104
MCD	McDonald's	76,954	$19M	2.4%	$73.60	+207.6%	COMM	580135101
CHD	Church & Dwight	199,460	$18.48M	2.4%	$36.24	+149.5%	COMM	171340102
MKC	McCormick	208,856	$17.39M	2.2%	$57.05	+52.6%	COMM	579780206
NEE	NextEra Energy	221,689	$17.17M	2.2%	$56.19	+22.5%	COMM	65339F101
FISV	Fiserv	177,928	$15.83M	2.0%	$50.77	+91.0%	COMM	337738108
ABBV	AbbVie	102,399	$15.68M	2.0%	$32.49	+312.8%	COMM	00287Y109
PEP	PepsiCo	89,536	$14.92M	1.9%	$74.39	+101.4%	COMM	713448108
BR	Broadridge Financial Solutions	102,530	$14.62M	1.9%	$70.41	+93.5%	COMM	11133T103
ECL	Ecolab	89,004	$13.69M	1.7%	$74.34	+113.9%	COMM	278865100
INTU	Intuit	35,183	$13.56M	1.7%	$65.82	+514.5%	COMM	461202103
PG	Procter & Gamble	93,218	$13.4M	1.7%	$58.81	+133.4%	COMM	742718109
GOOGL	Alphabet Class A	6,032	$13.14M	1.7%	$44.72	+161.3%	COMM	02079K305
LLY	Lilly, Eli	40,091	$13M	1.7%	$46.12	+530.8%	COMM	532457108
AMT	American Tower	48,965	$12.52M	1.6%	$99.30	+123.8%	COMM	03027X100
FDS	FactSet Research Systems	31,530	$12.13M	1.5%	$93.65	+303.4%	COMM	303075105
KO	Coca-Cola	188,338	$11.85M	1.5%	$27.85	+103.8%	COMM	191216100
XOM	ExxonMobil	95,889	$8.212M	1.0%	$53.89	+47.7%	COMM	30231G102
HD	Home Depot	28,892	$7.924M	1.0%	$124.85	+115.5%	COMM	437076102
PFF	iShares S&P US Pfd ETF	223,986	$7.365M	0.9%	$37.44	—	DEBT	464288687
ACN	Accenture 'A'	26,238	$7.285M	0.9%	$83.90	+239.2%	COMM	G1151C101
WSO	Watsco	30,440	$7.27M	0.9%	$183.15	+43.7%	COMM	942622200
CL	Colgate-Palmolive	89,335	$7.159M	0.9%	$44.45	+61.6%	COMM	194162103
COST	Costco Wholesale	14,713	$7.052M	0.9%	$284.58	+70.4%	COMM	22160K105
IDXX	IDEXX Labs	20,046	$7.031M	0.9%	$66.90	+509.5%	COMM	45168D104
EW	Edwards Lifesciences	71,320	$6.782M	0.9%	$72.35	+43.1%	COMM	28176E108
QCOM	QUALCOMM	52,208	$6.669M	0.8%	$73.36	+70.3%	COMM	747525103
RTX	Raytheon Technologies	66,630	$6.404M	0.8%	$57.69	+53.4%	COMM	75513E101
BF/B	Brown-Forman 'B'	91,233	$6.401M	0.8%	$32.20	+94.1%	COMM	115637209
MPC	Marathon Petroleum	77,647	$6.383M	0.8%	$37.92	+127.5%	COMM	56585A102
AMZN	Amazon.com	56,600	$6.011M	0.8%	$121.25	+3.2%	COMM	023135106
DG	Dollar General	24,136	$5.924M	0.8%	$185.89	+17.8%	COMM	256677105
SYY	Sysco	65,400	$5.54M	0.7%	$24.84	+204.9%	COMM	871829107
SHW	Sherwin-Williams	24,638	$5.517M	0.7%	$238.51	+4.1%	COMM	824348106
EL	Estee Lauder	20,234	$5.153M	0.7%	$87.13	+173.7%	COMM	518439104
PAYX	Paychex	43,012	$4.898M	0.6%	$28.28	+299.1%	COMM	704326107
MRK	Merck	50,814	$4.633M	0.6%	$41.45	+91.1%	COMM	58933Y105
LOW	Lowe's	24,451	$4.271M	0.5%	$44.88	+300.1%	COMM	548661107
NVO	Novo Nordisk ADR	37,719	$4.203M	0.5%	$68.86	—	COMM	670100205
ITW	Illinois Tool Works	22,770	$4.15M	0.5%	$66.37	+175.7%	COMM	452308109
APD	Air Products & Chemicals	17,167	$4.128M	0.5%	$69.50	+217.8%	COMM	009158106
BDX	Becton, Dickinson	16,459	$4.058M	0.5%	$170.84	+39.6%	COMM	075887109
VZ	Verizon Communications	78,484	$3.983M	0.5%	$30.64	+30.9%	COMM	92343V104
BRK/B	Berkshire Hathaway 'B'	14,043	$3.834M	0.5%	$161.09	+94.7%	COMM	084670702
HON	Honeywell Int'l	21,809	$3.791M	0.5%	$115.21	+44.3%	COMM	438516106
WMT	Walmart	30,756	$3.739M	0.5%	$20.96	+110.1%	COMM	931142103
V	Visa	18,638	$3.67M	0.5%	$110.00	+82.8%	COMM	92826C839
POOL	Pool	9,496	$3.335M	0.4%	$441.88	-14.5%	COMM	73278L105
ZTS	Zoetis	19,377	$3.331M	0.4%	$93.92	+77.5%	COMM	98978V103
UNP	Union Pacific	14,765	$3.149M	0.4%	$75.59	+176.2%	COMM	907818108
BCPC	Balchem	23,377	$3.033M	0.4%	$48.33	+153.2%	COMM	057665200
PFE	Pfizer	55,434	$2.906M	0.4%	$18.34	+129.0%	COMM	717081103
EMR	Emerson Electric	36,268	$2.885M	0.4%	$41.53	+97.2%	COMM	291011104
AMGN	Amgen	11,530	$2.805M	0.4%	$79.51	+174.9%	COMM	031162100
DE	Deere & Company	8,294	$2.484M	0.3%	$68.53	+410.2%	COMM	244199105
CSCO	Cisco Systems	56,101	$2.392M	0.3%	$15.93	+168.8%	COMM	17275R102
GWW	Grainger, W.W.	5,016	$2.279M	0.3%	$211.11	+122.4%	COMM	384802104
ORLY	O'Reilly Automotive	3,586	$2.265M	0.3%	$30.50	+41.1%	COMM	67103H107
SBUX	Starbucks	26,364	$2.014M	0.3%	$42.97	+63.8%	COMM	855244109
FAST	Fastenal	40,000	$1.997M	0.3%	$11.42	+115.7%	COMM	311900104
ULTA	Ulta Beauty	5,135	$1.979M	0.3%	$276.39	+43.8%	COMM	90384S303
INTC	Intel	49,336	$1.846M	0.2%	$19.71	+106.1%	COMM	458140100
EXPD	Expeditors Int'l	17,886	$1.743M	0.2%	$39.62	+147.0%	COMM	302130109
TMO	Thermo Fisher Scientific	3,119	$1.694M	0.2%	$441.27	+23.4%	COMM	883556102
DIS	Disney, Walt	17,363	$1.639M	0.2%	$92.70	+17.0%	COMM	254687106
ISRG	Intuitive Surgical	7,800	$1.566M	0.2%	$262.44	-10.6%	COMM	46120E602
JKHY	Jack Henry & Associates	8,635	$1.554M	0.2%	$57.63	+210.2%	COMM	426281101
PM	Philip Morris Int'l	15,329	$1.514M	0.2%	$53.36	+60.1%	COMM	718172109
PPG	PPG Industries	12,457	$1.424M	0.2%	$91.06	+27.0%	COMM	693506107
BMY	Bristol-Myers Squibb	18,299	$1.409M	0.2%	$45.68	+42.2%	COMM	110122108
—	Walgreens Boots Alliance	33,224	$1.259M	0.2%	$75.46	—	COMM	931427108
ADBE	Adobe	3,302	$1.209M	0.2%	$405.81	+0.3%	COMM	00724F101
—	CDK Global	21,047	$1.153M	0.1%	$59.68	—	COMM	12508E101
ADI	Analog Devices	7,723	$1.128M	0.1%	$147.64	0.0%	COMM	032654105
MMM	3M Company	8,644	$1.119M	0.1%	$78.27	+34.4%	COMM	88579Y101
HSY	Hershey Company	5,080	$1.093M	0.1%	$72.89	+172.6%	COMM	427866108
IBM	IBM	7,632	$1.078M	0.1%	$118.23	-0.6%	COMM	459200101
CSX	CSX	34,904	$1.014M	0.1%	$26.09	+18.6%	COMM	126408103
FLO	Flowers Foods	38,500	$1.013M	0.1%	$13.95	+59.3%	COMM	343498101
CVX	Chevron	6,453	$934K	0.1%	$74.20	+92.3%	COMM	166764100
CVS	CVS Health	10,064	$933K	0.1%	$58.63	+46.5%	COMM	126650100
—	Kellogg	13,000	$927K	0.1%	$38.92	+47.2%	COMM	487836108
HPQ	HP	27,700	$908K	0.1%	$11.22	+185.8%	COMM	40434L105
GILD	Gilead Sciences	14,235	$880K	0.1%	$55.92	-3.3%	COMM	375558103
—	Marathon Oil	33,588	$755K	0.1%	$13.56	—	COMM	565849106
RHHBY	Roche Holding Ltd ADR	17,500	$730K	0.1%	$48.75	—	COMM	771195104
T	AT&T	34,211	$717K	0.1%	$12.62	+29.2%	COMM	00206R102
BAC	Bank of America	22,318	$695K	0.1%	$23.90	+37.0%	COMM	060505104
CARR	Carrier Global	18,870	$673K	0.1%	$18.65	+99.9%	COMM	14448C104
NOC	Northrop Grumman	1,366	$654K	0.1%	$122.55	+253.2%	COMM	666807102
ALCO	Alico	17,866	$637K	0.1%	$27.33	+38.5%	COMM	016230104
—	Fortune Brands Home & Security	10,347	$620K	0.1%	$66.64	—	COMM	34964c106
JPM	JPMorgan Chase	5,391	$607K	0.1%	$67.99	+66.2%	COMM	46625H100
EOG	EOG Resources	5,359	$592K	0.1%	$60.19	+75.7%	COMM	26875P101
GNRC	Generac Holdings	2,768	$583K	0.1%	$292.89	-16.0%	COMM	368736104
TRMB	Trimble	9,935	$579K	0.1%	$30.56	+114.8%	COMM	896239100
PRU	Prudential Financial	6,000	$574K	0.1%	$44.25	+99.9%	COMM	744320102
DUK	Duke Energy	4,697	$504K	0.1%	$61.94	+54.0%	COMM	26441C204
EQR	Equity Residential Properties	6,830	$493K	0.1%	$43.71	+55.9%	COMM	29476L107
PGR	Progressive	4,028	$468K	0.1%	$29.31	+252.6%	COMM	743315103
ROST	Ross Stores	6,655	$467K	0.1%	$38.79	+120.2%	COMM	778296103
NSC	Norfolk Southern	1,935	$440K	0.1%	$110.70	+104.6%	COMM	655844108
OTIS	Otis Worldwide	6,227	$440K	0.1%	$50.32	+38.0%	COMM	68902V107
TECH	Bio-Techne	1,250	$433K	0.1%	$33.97	+171.3%	COMM	09073M104
GPC	Genuine Parts	3,255	$433K	0.1%	$62.69	+91.9%	COMM	372460105
HSIC	Henry Schein	5,554	$426K	0.1%	$52.84	+58.6%	COMM	806407102
UNH	UnitedHealth Group	815	$419K	0.1%	$326.05	+44.5%	COMM	91324P102
BRK/A	Berkshire Hathaway 'A'	1	$409K	0.1%	$199512.94	+136.2%	COMM	084670108
MDLZ	Mondelez Int'l	6,302	$391K	0.0%	$30.32	+88.8%	COMM	609207105
LHX	L3 Harris Technologies	1,570	$379K	0.0%	$180.55	+23.8%	COMM	502431109
COP	ConocoPhillips	4,051	$364K	0.0%	$41.39	+117.3%	COMM	20825C104
CMI	Cummins	1,779	$344K	0.0%	$104.10	+75.8%	COMM	231021106
PYPL	PayPal Holdings	4,923	$344K	0.0%	$118.89	-27.2%	COMM	70450Y103
FPE	1st Trust Pfd Sec & Inc ETF	19,500	$336K	0.0%	$19.65	—	DEBT	33739E108
WELL	Welltower	3,850	$317K	0.0%	$62.08	+30.8%	COMM	95040Q104
EQIX	Equinix REIT	459	$302K	0.0%	$698.05	-7.9%	COMM	29444U700
CAT	Caterpillar	1,682	$301K	0.0%	$129.46	+52.4%	COMM	149123101
GOOG	Alphabet Class C	133	$291K	0.0%	$124.37	-5.7%	COMM	02079K107
USB	US Bancorp	6,121	$282K	0.0%	$47.15	-11.1%	COMM	902973304
ORCL	Oracle	4,013	$280K	0.0%	$50.50	+38.3%	COMM	68389X105
TSCO	Tractor Supply Company	1,400	$271K	0.0%	$30.72	+24.1%	COMM	892356106
DOC	Healthpeak Properties	10,400	$269K	0.0%	$25.15	-2.6%	COMM	42250P103
INGR	Ingredion	3,000	$264K	0.0%	$80.34	+11.4%	COMM	457187102
HEI	HEICO	1,985	$260K	0.0%	$130.56	+7.9%	COMM	422806109
HPE	Hewlett Packard Enterprise	19,200	$255K	0.0%	$6.50	+109.7%	COMM	42824C109
TXN	Texas Instruments	1,650	$254K	0.0%	$102.42	+47.4%	COMM	882508104
ALL	Allstate	2,000	$253K	0.0%	$86.64	+38.5%	COMM	020002101
CNMD	Conmed	2,625	$251K	0.0%	$77.85	+48.9%	COMM	207410101
MO	Altria	5,800	$242K	0.0%	$25.84	+48.8%	COMM	02209S103
BMO	Bank of Montreal	2,500	$240K	0.0%	$84.52	+7.6%	COMM	063671101
O	Realty Income REIT	3,455	$236K	0.0%	$55.46	+1.9%	COMM	756109104
—	Linde plc	811	$233K	0.0%	$344.24	—	COMM	G5494J103
CTSH	Cognizant Technology	3,404	$230K	0.0%	$68.84	+4.7%	COMM	192446102
WSM	Williams Sonoma	2,000	$222K	0.0%	$46.50	+29.6%	COMM	969904101
WY	Weyerhaeuser	6,680	$221K	0.0%	$24.49	+37.0%	COMM	962166104
EFX	Equifax	1,200	$219K	0.0%	$162.01	+20.3%	COMM	294429105
CHTR	Charter Communications	461	$216K	0.0%	$518.66	-6.0%	COMM	16119P108
CTAS	Cintas	563	$210K	0.0%	$56.51	+66.8%	COMM	172908105
KMI	Kinder Morgan Delaware	10,000	$168K	0.0%	$13.20	+16.1%	COMM	49456B101
—	Laidlaw EGY Group	1,350,000	$0	0.0%	—	—	COMM	50730N101