Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
PG	Procter & Gamble	28,638,888	$2.241B	12.0%	$78.24 *	$55.42	+8.2%	COM	742718109
PEP	PepsiCo, Inc.	22,349,418	$2.086B	11.1%	$93.34 *	$56.35	+23.0%	COM	713448108
—	TwentyFirst Cen Fox A	38,175,697	$1.242B	6.6%	$32.54	$33.50	—	COM	90130A101
SYY	Sysco Corporation	33,960,032	$1.226B	6.5%	$36.10 *	$24.69	+14.5%	COM	871829107
ORCL	Oracle Corporation	30,055,101	$1.211B	6.5%	$40.30 *	$29.49	+25.5%	COM	68389X105
KO	Coca-Cola Co.	30,495,596	$1.196B	6.4%	$39.23 *	$27.47	+5.7%	COM	191216100
CSCO	Cisco Systems Inc.	42,100,813	$1.156B	6.2%	$27.46 *	$15.23	+35.5%	COM	17275R102
—	TwentyFirst Cen Fox B	28,311,645	$912M	4.9%	$32.22	$33.73	—	COM	90130A200
MSFT	Microsoft Corp.	18,129,351	$800M	4.3%	$44.15 *	$26.70	+47.1%	COM	594918104
JNJ	Johnson & Johnson	7,441,948	$725M	3.9%	$97.46 *	$59.66	+24.9%	COM	478160104
—	Viacom Inc Cl B	9,270,516	$599M	3.2%	$64.64	$68.05	—	COM	92553P201
XOM	Exxon Mobil Corp.	6,002,640	$499M	2.7%	$83.20 *	$53.80	+0.9%	COM	30231G102
—	Bard, Inc., C.R.	2,773,248	$473M	2.5%	$170.70	$108.68	—	COM	067383109
SYK	Stryker Corporation	4,883,871	$467M	2.5%	$95.57 *	$56.92	+47.2%	COM	863667101
USB	U.S. Bancorp	9,590,640	$416M	2.2%	$43.40 *	$22.41	+33.4%	COM	902973304
EBAY	Ebay Inc.	6,170,639	$372M	2.0%	$60.24 *	$19.78	+12.2%	COM	278642103
COP	ConocoPhillips	5,843,605	$359M	1.9%	$61.41 *	$39.96	+16.1%	COM	20825C104
CHRW	CH Robinson WW	5,462,748	$341M	1.8%	$62.39 *	$42.78	+19.6%	COM	12541W209
BK	BNY Mellon Corp.	6,881,548	$289M	1.5%	$41.97 *	$21.22	+54.0%	COM	064058100
—	Avon Products, Inc.	38,341,852	$240M	1.3%	$6.26	$15.84	—	COM	054303102
—	Sigma-Aldrich Corp.	1,408,946	$196M	1.0%	$139.35	$80.36	—	COM	826552101
—	Comcast Cl A	3,267,200	$196M	1.0%	$59.94	$39.67	—	COM	20030N200
ELV	Anthem Inc.	1,103,020	$181M	1.0%	$164.14 *	$105.54	+30.3%	COM	036752103
—	Unilever N.V.	4,260,621	$178M	1.0%	$41.84	$39.54	—	COM	904784709
STT	State Street Corp	1,999,500	$154M	0.8%	$77.00 *	$44.60	+29.2%	COM	857477103
WMT	Wal-Mart Stores	2,077,532	$147M	0.8%	$70.93 *	$19.98	+4.5%	COM	931142103
WFC	Wells Fargo & Co	2,458,660	$138M	0.7%	$56.24 *	$27.36	+51.2%	COM	949746101
CLX	Clorox Company	1,076,804	$112M	0.6%	$104.02 *	$60.00	+33.4%	COM	189054109
CL	Colgate-Palmolive	1,475,000	$96.48M	0.5%	$65.41 *	$44.38	+19.4%	COM	194162103
—	Hewlett-Packard	2,979,164	$89.41M	0.5%	$30.01	$24.80	—	COM	428236103
BAC	Bank of America Corp	4,330,000	$73.7M	0.4%	$17.02 *	$12.76	+2.9%	COM	060505104
INTC	Intel Corporation	2,382,000	$72.45M	0.4%	$30.42 *	$17.18	+46.1%	COM	458140100
GLW	Corning Inc.	3,523,631	$69.52M	0.4%	$19.73 *	$10.49	+53.7%	COM	219350105
GS	Goldman Sachs Grp	285,000	$59.51M	0.3%	$208.79 *	$120.06	+37.1%	COM	38141G104
MZTI	Lancaster Colony	525,000	$47.7M	0.3%	$90.85	$79.95	+14.7%	COM	513847103
—	Staples Inc.	2,270,000	$34.75M	0.2%	$15.31	$15.86	—	COM	855030102
—	Apollo Education Grp	2,161,625	$27.84M	0.1%	$12.88	$17.72	—	COM	037604105
BRK/A	Berkshire Hath A	30	$6.145M	0.0%	$204833.33 *	$165023.42	+30.0%	COM	084670108
PM	Philip Morris Intl	28,784	$2.308M	0.0%	$80.18 *	$49.85	-3.1%	COM	718172109
BRK/B	Berkshire Hath B	15,079	$2.052M	0.0%	$136.08 *	$110.02	+29.6%	COM	084670702
MO	Altria Group Inc.	25,900	$1.267M	0.0%	$48.92 *	$16.28	+55.2%	COM	02209S103
TBBK	Bancorp Inc., The	131,350	$1.219M	0.0%	$9.28 *	$13.53	-28.6%	COM	05969A105
CRMT	America's CAR MART Inc	14,600	$720K	0.0%	$49.32 *	$39.89	+31.1%	COM	03062T105
—	Raven Industries Inc.	31,000	$630K	0.0%	$20.32	$20.43	—	COM	754212108
—	MOCON Inc.	36,364	$580K	0.0%	$15.95	$14.93	—	COM	607494101
VMI	Valmont Industries Inc.	4,000	$475K	0.0%	$118.75 *	$142.52	-13.5%	COM	920253101
—	Martha Stewart Living Omnimedi	25,000	$156K	0.0%	$6.24	$3.73	—	COM	573083102