Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
PG	Procter & Gamble	11,015,235	$1.146B	14.2%	$104.05 *	$55.60	+47.6%	COM	742718109
PEP	PepsiCo, Inc.	7,486,482	$917M	11.3%	$122.55 *	$56.35	+64.1%	COM	713448108
JNJ	Johnson & Johnson	4,719,806	$660M	8.2%	$139.79 *	$59.86	+84.3%	COM	478160104
KO	Coca-Cola Co.	13,161,957	$617M	7.6%	$46.86 *	$27.47	+37.5%	COM	191216100
ORCL	Oracle Corporation	9,465,958	$508M	6.3%	$53.71 *	$29.91	+54.0%	COM	68389X105
DIS	Walt Disney Company	4,566,930	$507M	6.3%	$111.03 *	$107.88	0.0%	COM	254687106
MSFT	Microsoft Corp.	3,288,475	$388M	4.8%	$117.94 *	$26.70	+283.1%	COM	594918104
BKNG	Booking Hldgs Inc. Com	212,670	$371M	4.6%	$1744.91	$1755.46	0.0%	COM	09857L108
SYY	Sysco Corporation	4,155,469	$277M	3.4%	$66.76 *	$25.68	+110.8%	COM	871829107
CSCO	Cisco Systems Inc.	4,662,509	$252M	3.1%	$53.99 *	$15.23	+159.4%	COM	17275R102
FOX	Fox Corp B	6,982,674	$251M	3.1%	$35.88 *	$34.51	0.0%	COM	35137L204
USB	U.S. Bancorp	4,732,277	$228M	2.8%	$48.19 *	$23.16	+62.3%	COM	902973304
ELV	Anthem Inc.	746,024	$214M	2.6%	$286.98 *	$105.54	+149.9%	COM	036752103
GOOG	Alphabet Inc.	181,353	$213M	2.6%	$1173.31 *	$55.69	0.0%	COM	02079K107
XOM	Exxon Mobil Corp.	2,297,201	$186M	2.3%	$80.80 *	$53.88	+2.9%	COM	30231G102
BK	BNY Mellon Corp.	3,625,480	$183M	2.3%	$50.43 *	$22.26	+90.1%	COM	064058100
STT	State Street Corp	2,609,815	$172M	2.1%	$65.81 *	$52.12	+6.3%	COM	857477103
COP	ConocoPhillips	2,243,297	$150M	1.8%	$66.74 *	$40.39	+31.2%	COM	20825C104
INFY	Infosys Ltd	9,067,325	$99.11M	1.2%	$10.93	$12.54	—	ADR	456788108
CTSH	Cognizant Technology Solutions	1,356,552	$98.28M	1.2%	$72.45 *	$56.73	+11.4%	COM	192446102
WFC	Wells Fargo & Co	2,021,790	$97.69M	1.2%	$48.32 *	$28.11	+45.0%	COM	949746101
CL	Colgate-Palmolive	1,267,600	$86.88M	1.1%	$68.54 *	$44.84	+22.6%	COM	194162103
CMCSA	Comcast Cl A	1,867,500	$74.66M	0.9%	$39.98 *	$26.70	+18.1%	COM	20030N101
UHAL	Amerco	178,495	$66.31M	0.8%	$371.51 *	$34.94	+4.0%	COM	023586100
FOXA	Fox Corp A	1,804,616	$66.25M	0.8%	$36.71 *	$35.41	0.0%	COM	35137L105
GS	Goldman Sachs Grp	256,900	$49.32M	0.6%	$191.99 *	$151.67	+8.2%	COM	38141G104
—	Avon Products, Inc.	15,345,092	$45.12M	0.6%	$2.94	$15.31	—	COM	054303102
GLW	Corning Inc.	1,252,406	$41.45M	0.5%	$33.10 *	$10.49	+157.9%	COM	219350105
ACA	ARCOSA INC	813,747	$24.86M	0.3%	$30.55 *	$26.73	+11.5%	COM	039653100
BRK/B	Berkshire Hath B	120,726	$24.25M	0.3%	$200.89	$182.47	+10.6%	COM	084670702
MU	Micron Technology Inc	521,799	$21.57M	0.3%	$41.33 *	$43.03	-12.4%	COM	595112103
BRK/A	Berkshire Hath A	65	$19.58M	0.2%	$301215.38	$244748.08	+23.7%	COM	084670108
—	Unilever N.V.	256,575	$14.96M	0.2%	$58.29	$58.98	—	ADR	904784709
CLX	Clorox Company	62,432	$10.02M	0.1%	$160.46 *	$62.45	+103.2%	COM	189054109
SYK	Stryker Corporation	26,508	$5.236M	0.1%	$197.53 *	$57.94	+188.4%	COM	863667101
PM	Philip Morris Intl	26,001	$2.298M	0.0%	$88.38 *	$49.85	+12.5%	COM	718172109
RDI	Reading International, Inc.	116,705	$1.863M	0.0%	$15.96	$15.40	+3.0%	COM	755408101
MO	Altria Group Inc.	25,000	$1.436M	0.0%	$57.44 *	$16.28	+82.6%	COM	02209S103
HSY	Hershey Co.	9,500	$1.091M	0.0%	$114.84 *	$77.82	+19.3%	COM	427866108
—	Graftech Internationsl LTD	84,000	$1.074M	0.0%	$12.79	$13.36	—	COM	384313508
—	Otelco Inc.	34,031	$558K	0.0%	$16.40	$13.34	—	COM	688823301
CRMT	America's CAR MART Inc	5,500	$502K	0.0%	$91.27 *	$27.90	+178.9%	COM	03062T105
CHRW	CH Robinson WW	3,900	$339K	0.0%	$86.92 *	$42.78	+74.1%	COM	12541W209
SPY	SPDR S&P 500 ETF	715	$202K	0.0%	$282.52	$250.95	—	COM	78462F103