Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	BANK OF THE OZARKS INC	1,625,164	$111M	39.8%	$45.19	—	COM	063904106
MUR	MURPHY OIL CORP	879,476	$55.28M	19.9%	$34.50	+12.8%	COM	626717102
MUSA	MURPHY USA INC	219,869	$8.925M	3.2%	$38.02	+3.4%	COM	626755102
XOM	EXXON MOBIL CORP	52,547	$5.133M	1.8%	$54.14	+7.3%	COM	30231G102
—	DELTIC TIMBER CORP	66,451	$4.335M	1.6%	$57.82	—	COM	247850100
USB	US BANCORP DEL	77,228	$3.31M	1.2%	$22.78	+20.0%	COM NEW	902973304
—	GENERAL ELECTRIC CO	126,185	$3.267M	1.2%	$23.60	—	COM	369604103
T	AT&T INC	90,709	$3.181M	1.1%	$11.20	-3.1%	COM	00206R102
JNJ	JOHNSON & JOHNSON	27,746	$2.726M	1.0%	$61.44	+8.5%	COM	478160104
WMT	WAL-MART STORES INC	33,893	$2.591M	0.9%	$19.93	-0.1%	COM	931142103
VZ	VERIZON COMMUNICATIONS INC	49,079	$2.335M	0.8%	$26.77	-3.4%	COM	92343V104
MRK	MERCK & CO INC NEW	39,411	$2.238M	0.8%	$30.53	+17.1%	COM	58933Y105
BMY	BRISTOL MYERS SQUIBB CO	40,779	$2.119M	0.8%	$29.61	+21.3%	COM	110122108
LNC	LINCOLN NATL CORP IND	41,376	$2.096M	0.8%	$27.94	+19.8%	COM	534187109
PEP	PEPSICO INC	24,073	$2.01M	0.7%	$56.42	+0.8%	COM	713448108
INTC	INTEL CORP	75,274	$1.943M	0.7%	$17.13	+9.0%	COM	458140100
IBM	INTERNATIONAL BUSINESS MACHS	10,091	$1.942M	0.7%	$115.15	-5.2%	COM	459200101
CVX	CHEVRON CORP NEW	15,364	$1.827M	0.7%	$71.87	-2.1%	COM	166764100
—	BB&T CORP	44,346	$1.781M	0.6%	$33.75	—	COM	054937107
KO	COCA COLA CO	45,596	$1.763M	0.6%	$27.54	-3.6%	COM	191216100
PFE	PFIZER INC	54,608	$1.754M	0.6%	$16.46	+10.6%	COM	717081103
MSFT	MICROSOFT CORP	39,959	$1.638M	0.6%	$27.06	+15.5%	COM	594918104
AAPL	APPLE INC	2,791	$1.498M	0.5%	$14.03	+18.2%	COM	037833100
NUE	NUCOR CORP	28,600	$1.446M	0.5%	$34.71	+8.1%	COM	670346105
DUK	DUKE ENERGY CORP NEW	19,971	$1.423M	0.5%	$41.22	+3.5%	COM NEW	26441C204
COP	CONOCOPHILLIPS	19,894	$1.399M	0.5%	$42.81	+6.1%	COM	20825C104
PG	PROCTER & GAMBLE CO	17,345	$1.398M	0.5%	$55.74	+1.4%	COM	742718109
MO	ALTRIA GROUP INC	36,340	$1.36M	0.5%	$16.36	+4.7%	COM	02209S103
AMGN	AMGEN INC	10,488	$1.294M	0.5%	$77.58	+12.0%	COM	031162100
ORCL	ORACLE CORP	29,371	$1.201M	0.4%	$27.64	+15.7%	COM	68389X105
RY	ROYAL BK CDA MONTREAL QUE	18,082	$1.193M	0.4%	$62.39	+3.6%	COM	780087102
CL	COLGATE PALMOLIVE CO	16,452	$1.067M	0.4%	$45.31	+5.7%	COM	194162103
CVS	CVS CAREMARK CORPORATION	14,084	$1.055M	0.4%	$42.65	+19.8%	COM	126650100
UNP	UNION PAC CORP	5,467	$1.026M	0.4%	$58.76	+16.2%	COM	907818108
AFL	AFLAC INC	15,469	$975K	0.4%	$22.55	+6.3%	COM	001055102
LMT	LOCKHEED MARTIN CORP	5,941	$970K	0.3%	$86.94	+30.4%	COM	539830109
—	MONSANTO CO NEW	8,356	$950K	0.3%	$103.61	—	COM	61166W101
MCD	MCDONALDS CORP	9,363	$918K	0.3%	$71.62	-1.9%	COM	580135101
MCK	MCKESSON CORP	5,187	$916K	0.3%	$113.42	+41.2%	COM	58155Q103
LLY	LILLY ELI & CO	15,180	$894K	0.3%	$41.41	+7.6%	COM	532457108
LOW	LOWES COS INC	17,705	$865K	0.3%	$36.54	+6.8%	COM	548661107
WFC	WELLS FARGO & CO NEW	17,378	$865K	0.3%	$28.63	+16.7%	COM	949746101
DIS	DISNEY WALT CO	10,666	$854K	0.3%	$57.19	+21.8%	COM DISNEY	254687106
—	DIRECTV	10,721	$819K	0.3%	$60.05	—	COM	25490A309
—	EXPRESS SCRIPTS HLDG CO	10,767	$808K	0.3%	$62.01	—	COM	30219G108
—	BAKER HUGHES INC	12,331	$802K	0.3%	$51.09	—	COM	057224107
CBSH	COMMERCE BANCSHARES INC	17,238	$800K	0.3%	$21.59	+13.6%	COM	200525103
—	E M C CORP MASS	27,971	$767K	0.3%	$25.42	—	COM	268648102
SO	SOUTHERN CO	16,755	$736K	0.3%	$26.32	-4.0%	COM	842587107
FLR	FLUOR CORP NEW	9,323	$724K	0.3%	$57.29	+20.8%	COM	343412102
—	MYLAN INC	14,731	$719K	0.3%	$38.40	—	COM	628530107
—	PENTAIR LTD	8,910	$707K	0.3%	$65.93	—	SHS	H6169Q108
IVZ	INVESCO LTD	18,635	$689K	0.2%	$19.12	+9.1%	SHS	G491BT108
—	PRECISION CASTPARTS CORP	2,714	$686K	0.2%	$228.00	—	COM	740189105
DHI	D R HORTON INC	28,645	$672K	0.2%	$19.87	0.0%	COM	23331A109
JBHT	HUNT J B TRANS SVCS INC	9,196	$661K	0.2%	$64.12	+2.7%	COM	445658107
ABT	ABBOTT LABS	17,158	$661K	0.2%	$29.07	+5.7%	COM	002824100
KMB	KIMBERLY CLARK CORP	5,845	$644K	0.2%	$61.47	+12.9%	COM	494368103
BAC	BANK OF AMERICA CORPORATION	37,173	$639K	0.2%	$11.32	+17.1%	COM	060505104
QCOM	QUALCOMM INC	7,579	$598K	0.2%	$49.27	+9.6%	COM	747525103
—	FMC TECHNOLOGIES INC	11,130	$582K	0.2%	$54.98	—	COM	30249U101
TJX	TJX COS INC NEW	9,182	$557K	0.2%	$22.73	+13.3%	COM	872540109
TEVA	TEVA PHARMACEUTICAL INDS LTD	10,515	$555K	0.2%	$42.02	—	ADR	881624209
PPL	PPL CORP	16,127	$534K	0.2%	$16.44	+3.9%	COM	69351T106
DFGFX	DFA INVT DIMENSIONS GROUP IN	52,784	$528K	0.2%	$10.00	—	TWO YR GLOBAL	233203645
DFGBX	DFA INVT DIMENSIONS GROUP IN	47,975	$523K	0.2%	$10.90	—	GLOBAL FIX INCM	233203884
BWA	BORGWARNER INC	8,430	$518K	0.2%	$37.50	+14.6%	COM	099724106
DRI	DARDEN RESTAURANTS INC	10,110	$513K	0.2%	$30.94	+1.3%	COM	237194105
CTBI	COMMUNITY TR BANCORP INC	12,302	$510K	0.2%	$22.60	+6.3%	COM	204149108
WM	WASTE MGMT INC DEL	11,941	$502K	0.2%	$32.39	+1.1%	COM	94106L109
—	UNITED TECHNOLOGIES CORP	4,204	$491K	0.2%	$96.32	—	COM	913017109
—	APACHE CORP	5,775	$479K	0.2%	$83.87	—	COM	037411105
ACN	ACCENTURE PLC IRELAND	5,465	$435K	0.2%	$59.85	+11.8%	SHS CLASS A	G1151C101
AEP	AMERICAN ELEC PWR INC	8,541	$432K	0.2%	$28.73	+10.8%	COM	025537101
—	WALGREEN CO	6,544	$432K	0.2%	$59.44	—	COM	931422109
MOS	MOSAIC CO NEW	8,586	$429K	0.2%	$36.36	+3.2%	COM	61945C103
—	BANCORPSOUTH INC	17,058	$426K	0.2%	$17.70	—	COM	059692103
ABBV	ABBVIE INC	7,965	$409K	0.1%	$27.65	+13.9%	COM	00287Y109
MMM	3M CO	3,012	$409K	0.1%	$66.12	+15.3%	COM	88579Y101
—	PIEDMONT NAT GAS INC	11,179	$396K	0.1%	$32.93	—	COM	720186105
—	KRAFT FOODS GROUP INC	6,999	$393K	0.1%	$52.71	—	COM	50076Q106
MAT	MATTEL INC	9,600	$385K	0.1%	$42.87	-7.4%	COM	577081102
JPM	JPMORGAN CHASE & CO	6,341	$385K	0.1%	$39.18	+7.4%	COM	46625H100
TMO	THERMO FISHER SCIENTIFIC INC	3,195	$384K	0.1%	$84.11	+36.1%	COM	883556102
KMI	KINDER MORGAN INC DEL	11,690	$380K	0.1%	$19.00	-3.0%	COM	49456B101
MET	METLIFE INC	6,998	$370K	0.1%	$30.36	+2.3%	COM	59156R108
—	HCP INC	9,530	$370K	0.1%	$38.82	—	COM	40414L109
—	DU PONT E I DE NEMOURS & CO	5,410	$363K	0.1%	$53.17	—	COM	263534109
—	DOW CHEM CO	7,190	$349K	0.1%	$38.38	—	COM	260543103
—	TRANSCANADA CORP	7,550	$344K	0.1%	$44.17	—	COM	89353D107
TRV	TRAVELERS COMPANIES INC	3,954	$337K	0.1%	$63.36	+2.0%	COM	89417E109
FDX	FEDEX CORP	2,420	$320K	0.1%	$82.35	+39.8%	COM	31428X106
IVV	ISHARES	1,697	$319K	0.1%	$169.08	—	CORE S&P500 ETF	464287200
D	DOMINION RES INC VA NEW	4,446	$315K	0.1%	$35.75	+16.0%	COM	25746U109
—	MEDTRONIC INC	4,929	$304K	0.1%	$53.81	—	COM	585055106
HON	HONEYWELL INTL INC	3,051	$283K	0.1%	$53.61	+20.7%	COM	438516106
AXP	AMERICAN EXPRESS CO	3,009	$271K	0.1%	$75.50	0.0%	COM	025816109
NVO	NOVO-NORDISK A S	5,905	$270K	0.1%	$74.53	—	ADR	670100205
BMO	BANK MONTREAL QUE	3,930	$263K	0.1%	$38.55	+4.2%	COM	063671101
APD	AIR PRODS & CHEMS INC	2,155	$257K	0.1%	$62.54	+26.8%	COM	009158106
BA	BOEING CO	1,948	$244K	0.1%	$91.56	+22.0%	COM	097023105
F	FORD MTR CO DEL	15,606	$243K	0.1%	$8.37	0.0%	COM PAR $0.01	345370860
SFNC	SIMMONS 1ST NATL CORP	6,378	$238K	0.1%	$16.87	+6.7%	CL A $1 PAR	828730200
ETR	ENTERGY CORP NEW	3,520	$235K	0.1%	$19.64	0.0%	COM	29364G103
—	RAYTHEON CO	2,373	$234K	0.1%	$90.54	—	COM NEW	755111507
MCHP	MICROCHIP TECHNOLOGY INC	4,895	$233K	0.1%	$16.17	+9.8%	COM	595017104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,747	$218K	0.1%	$115.36	+1.3%	CL B NEW	084670702
HD	HOME DEPOT INC	2,741	$217K	0.1%	$57.92	+4.0%	COM	437076102
DHR	DANAHER CORP DEL	2,850	$214K	0.1%	$27.44	+12.1%	COM	235851102
COST	COSTCO WHSL CORP NEW	1,903	$213K	0.1%	$91.29	0.0%	COM	22160K105
TGT	TARGET CORP	3,500	$212K	0.1%	$46.39	-10.2%	COM	87612E106
—	GOOGLE INC	187	$208K	0.1%	$1112.30	—	CL A	38259P508
NSC	NORFOLK SOUTHERN CORP	2,107	$205K	0.1%	$71.41	0.0%	COM	655844108
UNH	UNITEDHEALTH GROUP INC	2,460	$201K	0.1%	$62.13	0.0%	COM	91324P102
—	RED MTN RES INC	30,359	$129K	0.0%	$4.25	—	COM NEW	75678V302
—	ADVISORS DISCIPLINED TR	12,075	$123K	0.0%	$10.10	—	UT939EQTYDIV&INC	00771C183