Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc.	457,512	$46.09M	4.1%	$17.78	+21.6%	COM	037833100
—	SanDisk Corp.	275,821	$27.02M	2.4%	$83.31	—	COM	80004C101
—	PTC Inc.	707,835	$26.12M	2.3%	$28.91	—	COM	69370c100
DIS	Walt Disney Co.	291,278	$25.93M	2.3%	$56.91	+39.4%	COM	254687106
HAL	Halliburton Co.	395,367	$25.5M	2.3%	$35.44	+55.8%	COM	406216101
QCOM	Qualcomm Inc.	339,078	$25.35M	2.3%	$45.88	+20.8%	COM	747525103
WFC	Wells Fargo & Co.	474,563	$24.61M	2.2%	$27.83	+34.4%	COM	949746101
CSCO	Cisco Systems	961,171	$24.19M	2.2%	$15.95	+11.0%	COM	17275R102
ALL	Allstate	389,778	$23.92M	2.1%	$37.21	+26.2%	COM	020002101
HD	Home Depot Inc.	259,673	$23.82M	2.1%	$57.31	+14.7%	COM	437076102
—	Celgene	251,338	$23.82M	2.1%	$103.59	—	COM	151020104
GS	Goldman Sachs Group	127,165	$23.34M	2.1%	$121.33	+15.9%	COM	38141G104
CVS	CVS Health Corp	290,898	$23.15M	2.1%	$41.68	+37.9%	COM	126650100
WMT	Wal Mart Stores	302,040	$23.1M	2.1%	$20.02	+1.4%	COM	931142103
TSN	Tyson Foods, Inc.	584,778	$23.02M	2.1%	$20.99	+41.1%	COM	902494103
—	Baker Hughes Inc.	348,122	$22.65M	2.0%	$64.12	—	COM	057224107
USB	U.S. Bancorp	537,035	$22.46M	2.0%	$22.84	+24.4%	COM	902973304
—	Valero Energy Corp.	481,416	$22.27M	2.0%	$41.43	—	COM	91913y100
DAL	Delta Air Lines	615,995	$22.27M	2.0%	$29.91	+11.6%	COM	247361702
—	Verizon Communications	443,825	$22.19M	2.0%	$49.90	—	COM	92343v104
AMGN	Amgen	156,473	$21.98M	2.0%	$74.02	+27.7%	COM	031162100
—	AbbVie Inc.	374,559	$21.63M	1.9%	$43.57	—	COM	00287y109
—	Merck & Co.	363,372	$21.54M	1.9%	$46.58	—	COM	58933y105
—	Visa Inc.	100,029	$21.34M	1.9%	$185.08	—	COM	92826c839
UNP	Union Pacific Corp.	193,734	$21M	1.9%	$76.14	+5.5%	COM	907818108
PSX	Phillips 66	256,039	$20.82M	1.9%	$54.36	+1.4%	COM	718546104
CVX	Chevron Corp	173,472	$20.7M	1.8%	$71.92	+9.2%	COM	166764100
MSFT	Microsoft Corp.	445,786	$20.67M	1.8%	$35.60	+5.8%	COM	594918104
BWA	BorgWarner Inc.	390,638	$20.55M	1.8%	$36.48	+27.0%	COM	099724106
—	Ingram Micro Inc.	796,030	$20.55M	1.8%	$26.87	—	COM	457153104
ORCL	Oracle Systems Corp	523,860	$20.05M	1.8%	$31.74	+7.8%	COM	68389X105
GD	General Dynamics	157,343	$20M	1.8%	$78.77	+20.7%	COM	369550108
GILD	Gilead Sciences Inc.	185,642	$19.76M	1.8%	$53.58	+27.0%	COM	375558103
—	Cardinal Health Inc.	261,203	$19.57M	1.7%	$49.16	—	COM	14149y108
—	Medtronic Inc.	303,687	$18.81M	1.7%	$52.34	—	COM	585055106
C	Citigroup Inc.	359,439	$18.63M	1.7%	$36.58	+2.3%	COM	172967424
—	Foot Locker, Inc.	334,107	$18.59M	1.7%	$51.97	—	COM	344849104
CAT	Caterpillar Inc Del	182,268	$18.05M	1.6%	$67.48	+17.5%	COM	149123101
LYB	Lyondell Basell Ind.	161,067	$17.5M	1.6%	$49.63	+19.3%	COM	N53745100
—	Anheuser-Busch InBev	153,176	$16.98M	1.5%	$96.43	—	COM	03524a108
—	Mylan Labs	338,724	$15.41M	1.4%	$49.33	—	COM	628530107
—	SunTrust Banks Inc.	384,950	$14.64M	1.3%	$39.55	—	COM	867914103
—	Rock-Tenn Company	300,525	$14.3M	1.3%	$70.77	—	COM	772739207
LNC	Lincoln National Corporation	257,657	$13.8M	1.2%	$33.87	+5.2%	COM	534187109
—	Precision Castparts Corp.	58,029	$13.74M	1.2%	$236.86	—	COM	740189105
—	Lam Research	170,510	$12.74M	1.1%	$74.70	—	COM	512807108
MCHP	Microchip Technology Inc.	235,563	$11.13M	1.0%	$18.87	0.0%	COM	595017104
GT	Goodyear Tire & Rubber	475,143	$10.73M	1.0%	$26.07	-1.5%	COM	382550101
SYF	Synchrony Financial	372,295	$9.139M	0.8%	$19.48	0.0%	COM	87165B103
CMI	Cummins Engine	68,200	$9.001M	0.8%	$106.06	0.0%	COM	231021106
—	General Elec Co.	315,635	$8.086M	0.7%	$23.29	—	COM	369604103
—	Conversant, Inc.	208,667	$7.146M	0.6%	$27.41	—	COM	21249J105
—	United Technologies	52,467	$5.54M	0.5%	$93.53	—	COM	913017109
—	Kinder Morgan Energy Partners	56,710	$5.289M	0.5%	$81.65	—	COM	494550106
UGI	UGI Corp.	148,907	$5.076M	0.5%	$34.01	0.0%	COM	902681105
—	Google Cl A	8,147	$4.793M	0.4%	$736.48	—	COM	38259p508
—	BB&T Corporation	106,652	$3.968M	0.4%	$34.08	—	COM	054937107
NVR	NVR Inc.	3,374	$3.812M	0.3%	$981.59	+16.6%	COM	62944T105
EFA	MSCI EAFE ETF	53,952	$3.459M	0.3%	$58.64	—	COM	464287465
WDC	Western Digital Corp.	33,758	$3.285M	0.3%	$35.86	+74.0%	COM	958102105
IWM	R2000 ETF	25,964	$2.839M	0.3%	$98.35	—	COM	464287655
IWR	IShares Russell Mid-Cap Index	17,511	$2.772M	0.2%	$131.15	—	COM	464287499
PNW	Pinnacle West Capital	48,606	$2.655M	0.2%	$34.96	+2.2%	COM	723484101
—	Marathon Oil Group	66,585	$2.502M	0.2%	$34.61	—	COM	565849106
CSX	CSX Corp.	72,270	$2.316M	0.2%	$7.54	+14.4%	COM	126408103
KO	Coca-Cola Co.	51,047	$2.177M	0.2%	$27.85	+3.6%	COM	191216100
—	Google Cl C	3,052	$1.762M	0.2%	$575.27	—	COM	38259p706
JPM	J. P. Morgan	26,628	$1.604M	0.1%	$36.52	+18.1%	COM	46625H100
IJH	S&P 400 ETF	10,295	$1.407M	0.1%	$116.50	—	COM	464287507
FCX	Freeport McMoran Copper & Gold	40,625	$1.326M	0.1%	$25.52	+23.9%	COM	35671D857
VWO	Vanguard Emerging	30,995	$1.292M	0.1%	$39.14	—	COM	922042858
DFIEX	DFA Inv. Dimension Grp	103,394	$1.274M	0.1%	$12.81	—	MMF	233203371
—	Manitowoc Inc Com	46,500	$1.09M	0.1%	$17.91	—	COM	563571108
—	DFA Core Equity 2	57,904	$980K	0.1%	$14.05	—	MMF	23320339p
—	Du Pont	13,452	$965K	0.1%	$54.60	—	COM	263534109
—	DFA Inv. Dimension Grp	31,329	$927K	0.1%	$30.98	—	MMF	23320384p
IBM	Int'l. Business Machines	4,382	$831K	0.1%	$116.12	-1.5%	COM	459200101
DFCEX	DFA Inv. Dimension Grp	36,229	$723K	0.1%	$19.44	—	MMF	233203421
—	3M Company	5,004	$708K	0.1%	$109.35	—	COM	88579y101
IP	International Paper	14,320	$683K	0.1%	$25.91	+10.5%	COM	460146103
SPG	Simon PPTY Group	4,000	$657K	0.1%	$88.80	+9.1%	COM	828806109
TJX	TJX Cos. Inc.	9,920	$586K	0.1%	$25.55	-5.6%	COM	872540109
COP	ConocoPhillips	7,505	$574K	0.1%	$42.63	+33.0%	COM	20825C104
SBUX	Starbucks Corp.	7,050	$531K	0.0%	$24.54	+25.7%	COM	855244109
BMY	Bristol Myers Squibb	9,725	$497K	0.0%	$28.67	+19.4%	COM	110122108
—	DFA Inv. US Small Cap.	12,998	$445K	0.0%	$35.37	—	MMF	23320381p
—	National-Oilwell Varco Inc.	5,791	$440K	0.0%	$69.24	—	COM	637071101
LOW	Lowe's Companies Inc.	7,862	$416K	0.0%	$32.16	+28.1%	COM	548661107
FBNC	First Bancorp NC	25,886	$414K	0.0%	$11.26	+20.8%	COM	318910106
—	DFA Intl. Value Port.	21,410	$402K	0.0%	$19.81	—	MMF	25434d203
—	Nuveen Investment Trust	11,429	$391K	0.0%	$34.21	—	MMF	67065w571
DFQTX	DFA Invt. Grp	22,547	$381K	0.0%	$14.05	—	MMF	233203397
HUM	Humana Inc.	2,816	$366K	0.0%	$71.14	+63.2%	COM	444859102
PFE	Pfizer Inc.	12,130	$358K	0.0%	$16.47	+5.9%	COM	717081103
—	Exxon Mobil Corp.	3,673	$345K	0.0%	$90.35	—	COM	30231g102
KLAC	KLA-Tencor Corp.	4,030	$317K	0.0%	$33.95	+43.3%	COM	482480100
—	MFS Intl. Value Fund	9,234	$314K	0.0%	$34.00	—	MMF	55273e301
—	Stanley Black & Decker 5.75%	12,000	$296K	0.0%	$24.42	—	PFD	854502705
—	Carolina Financial Group	11,000	$292K	0.0%	$29.54	—	COM	143873107
—	Duke Energy Corp.	3,909	$292K	0.0%	$67.97	—	COM	26441c204
FRDPX	Franklin Rising Dvd Fd	5,483	$272K	0.0%	$49.61	—	MMF	353825102
FISV	Fiserv Inc.	4,170	$269K	0.0%	$21.93	+44.1%	COM	337738108
—	BB&T Pfd 5.2%	12,000	$259K	0.0%	$23.08	—	PFD	054937602
FRINX	Fidelity Advisor Real Estate	22,648	$259K	0.0%	$11.44	—	MMF	316389477
—	Nuveen Symphony Large Cap	7,466	$250K	0.0%	$33.49	—	MMF	67065w449
—	Nuveen Santa Barbara Dvd	7,188	$249K	0.0%	$34.64	—	MMF	67065w662
—	Express Scripts, Inc.	3,480	$245K	0.0%	$61.71	—	COM	30219g108
—	Chubb Corp	2,596	$236K	0.0%	$84.36	—	COM	171232101
MFEGX	MFS Ser. Tr. Grw. Fd.	3,321	$224K	0.0%	$67.45	—	MMF	552985103
—	Japan (iShares MSCI Index)	18,950	$223K	0.0%	$11.35	—	COM	464286848
FKDNX	Franklin Custodian Fds	4,761	$219K	0.0%	$46.00	—	MMF	353496201
—	DFA Inv. Dim. Micro	11,292	$213K	0.0%	$20.10	—	MMF	23320350r
IWC	Ishares Micro-Cap	3,022	$210K	0.0%	$77.10	—	COM	464288869
—	Vanguard MidCap Fd	4,578	$209K	0.0%	$45.65	—	MMF	922908447
—	Principal MidCap Blend	9,685	$209K	0.0%	$21.58	—	MMF	74253q747
—	HollyFrontier Corp.	4,765	$208K	0.0%	$42.78	—	COM	436106108
—	JP Morgan PFD C 6.7%	8,100	$207K	0.0%	$25.31	—	PFD	48125e207
—	Ace Limited	1,975	$207K	0.0%	$90.64	—	COM	H0023R105
XEL	Xcel Energy Inc.	6,700	$203K	0.0%	$19.31	+12.7%	COM	98389B100
ROST	Ross Stores Inc.	2,690	$203K	0.0%	$28.52	+9.1%	COM	778296103
PG	Procter & Gamble	2,412	$201K	0.0%	$55.00	+8.6%	COM	742718109
F	Ford Motor Co.	12,655	$187K	0.0%	$9.38	0.0%	COM	345370860
FKINX	Franklin Cust Fd Income Cl A	70,208	$174K	0.0%	$2.48	—	MMF	353496300
TPINX	Templeton Global Bond Fd-A	11,738	$155K	0.0%	$13.20	—	MMF	880208103
—	Energy Finders Inc.	10,000	$0	0.0%	—	—	COM	29268c109