Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	BANK OF THE OZARKS INC	2,898,320	$107M	38.5%	$39.33	—	COM	063904106
MUR	MURPHY OIL CORP	879,741	$41M	14.7%	$34.50	-7.2%	COM	626717102
MUSA	MURPHY USA INC	217,869	$15.77M	5.7%	$38.02	+79.6%	COM	626755102
—	DELTIC TIMBER CORP	66,451	$4.402M	1.6%	$57.82	—	COM	247850100
XOM	EXXON MOBIL CORP	49,998	$4.25M	1.5%	$54.24	+2.5%	COM	30231G102
T	AT&T INC	113,991	$3.722M	1.3%	$11.32	+4.1%	COM	00206R102
BMY	BRISTOL MYERS SQUIBB CO	52,240	$3.369M	1.2%	$31.29	+38.9%	COM	110122108
AAPL	APPLE INC	26,735	$3.326M	1.2%	$18.85	+42.4%	COM	037833100
USB	US BANCORP DEL	75,099	$3.279M	1.2%	$22.89	+30.1%	COM NEW	902973304
VZ	VERIZON COMMUNICATIONS INC	63,531	$3.089M	1.1%	$26.91	+2.6%	COM	92343V104
—	GENERAL ELECTRIC CO	114,695	$2.846M	1.0%	$23.69	—	COM	369604103
JNJ	JOHNSON & JOHNSON	27,712	$2.787M	1.0%	$61.68	+21.8%	COM	478160104
MRK	MERCK & CO INC NEW	44,895	$2.581M	0.9%	$32.33	+24.7%	COM	58933Y105
PEP	PEPSICO INC	25,479	$2.436M	0.9%	$56.80	+22.7%	COM	713448108
MO	ALTRIA GROUP INC	44,553	$2.229M	0.8%	$17.27	+51.7%	COM	02209S103
WMT	WAL-MART STORES INC	26,744	$2.2M	0.8%	$19.93	+15.6%	COM	931142103
AMGN	AMGEN INC	12,838	$2.052M	0.7%	$80.98	+42.1%	COM	031162100
INTC	INTEL CORP	64,076	$2.004M	0.7%	$17.45	+49.0%	COM	458140100
CVX	CHEVRON CORP NEW	19,064	$2.001M	0.7%	$72.30	-7.5%	COM	166764100
PFE	PFIZER INC	56,889	$1.979M	0.7%	$16.52	+21.7%	COM	717081103
—	BB&T CORP	49,990	$1.949M	0.7%	$34.83	—	COM	054937107
LNC	LINCOLN NATL CORP IND	30,745	$1.767M	0.6%	$27.94	+34.9%	COM	534187109
MSFT	MICROSOFT CORP	42,678	$1.735M	0.6%	$27.82	+33.8%	COM	594918104
KMI	KINDER MORGAN INC DEL	38,469	$1.618M	0.6%	$21.16	+12.8%	COM	49456B101
MCK	MCKESSON CORP	6,626	$1.498M	0.5%	$129.49	+57.7%	COM	58155Q103
KO	COCA COLA CO	36,569	$1.483M	0.5%	$27.61	+7.3%	COM	191216100
PG	PROCTER & GAMBLE CO	18,045	$1.479M	0.5%	$55.88	+13.8%	COM	742718109
COP	CONOCOPHILLIPS	23,618	$1.471M	0.5%	$43.82	+4.0%	COM	20825C104
CVS	CVS HEALTH CORP	13,985	$1.443M	0.5%	$43.40	+71.1%	COM	126650100
NUE	NUCOR CORP	29,080	$1.382M	0.5%	$34.86	+3.1%	COM	670346105
QCOM	QUALCOMM INC	19,542	$1.355M	0.5%	$53.38	-3.2%	COM	747525103
DUK	DUKE ENERGY CORP NEW	17,348	$1.332M	0.5%	$41.32	+25.3%	COM NEW	26441C204
UNP	UNION PAC CORP	11,705	$1.268M	0.5%	$68.20	+34.7%	COM	907818108
WFC	WELLS FARGO & CO NEW	22,298	$1.213M	0.4%	$30.60	+30.2%	COM	949746101
IBM	INTERNATIONAL BUSINESS MA	7,083	$1.137M	0.4%	$115.15	-16.2%	CHS COM	459200101
TEVA	TEVA PHARMACEUTICAL INDS	16,910	$1.054M	0.4%	$47.37	—	LTD ADR	881624209
ABBV	ABBVIE INC	17,982	$1.052M	0.4%	$32.94	+17.9%	COM	00287Y109
CL	COLGATE PALMOLIVE CO	15,026	$1.042M	0.4%	$45.49	+18.0%	COM	194162103
—	MONSANTO CO NEW	9,097	$1.024M	0.4%	$105.42	—	COM	61166W101
ORCL	ORACLE CORP	23,599	$1.018M	0.4%	$28.31	+30.1%	COM	68389X105
DIS	DISNEY WALT CO	9,429	$989K	0.4%	$57.19	+60.6%	COM DISNEY	254687106
LOW	LOWES COS INC	12,805	$952K	0.3%	$36.59	+61.1%	COM	548661107
ABT	ABBOTT LABS	20,472	$949K	0.3%	$29.87	+25.3%	COM	002824100
LMT	LOCKHEED MARTIN CORP	4,667	$947K	0.3%	$86.94	+69.2%	COM	539830109
TMO	THERMO FISHER SCIENTIFIC INC	6,975	$937K	0.3%	$105.65	+18.1%	COM	883556102
HON	HONEYWELL INTL INC	8,853	$924K	0.3%	$61.82	+18.1%	COM	438516106
MCD	MCDONALDS CORP	9,045	$881K	0.3%	$71.47	+0.9%	COM	580135101
—	WALGREENS BOOTS ALLIANCE INC	9,577	$811K	0.3%	$84.68	—	COM	931427108
—	E M C CORP MASS	30,394	$777K	0.3%	$25.53	—	COM	268648102
CBSH	COMMERCE BANCSHARES INC	18,099	$766K	0.3%	$21.75	+13.1%	COM	200525103
—	DIRECTV	8,792	$749K	0.3%	$60.05	—	COM	25490A309
AFL	AFLAC INC	11,695	$749K	0.3%	$22.55	+4.7%	COM	001055102
RY	ROYAL BK CDA MONTREAL QUE	12,228	$738K	0.3%	$62.39	-1.4%	COM	780087102
—	MYLAN N V	11,894	$706K	0.3%	$59.36	—	SHS EURO	N59465109
FDX	FEDEX CORP	4,250	$703K	0.3%	$110.94	+33.3%	COM	31428X106
—	DOW CHEM CO	14,028	$673K	0.2%	$43.59	—	COM	260543103
DHI	D R HORTON INC	23,385	$666K	0.2%	$19.87	+16.3%	COM	23331A109
—	EXPRESS SCRIPTS HLDG CO	7,461	$648K	0.2%	$62.01	—	COM	30219G108
LLY	LILLY ELI & CO	8,845	$643K	0.2%	$41.41	+41.6%	COM	532457108
IVZ	INVESCO LTD	15,040	$597K	0.2%	$19.12	+26.3%	SHS	G491BT108
KMB	KIMBERLY CLARK CORP	5,466	$585K	0.2%	$62.63	+21.9%	COM	494368103
MMM	3M CO	3,538	$584K	0.2%	$68.81	+40.8%	COM	88579Y101
JPM	JPMORGAN CHASE & CO	9,392	$569K	0.2%	$41.28	+7.3%	COM	46625H100
—	UNITED TECHNOLOGIES CORP	4,726	$554K	0.2%	$99.43	—	COM	913017109
—	KRAFT FOODS GROUP INC	6,266	$546K	0.2%	$54.06	—	COM	50076Q106
SFNC	SIMMONS 1ST NATL CORP	11,577	$526K	0.2%	$18.35	+10.9%	CL A $1 PAR	828730200
SO	SOUTHERN CO	11,575	$512K	0.2%	$26.32	+13.8%	COM	842587107
WM	WASTE MGMT INC DEL	8,965	$486K	0.2%	$32.39	+32.7%	COM	94106L109
BAC	BANK AMER CORP	31,169	$479K	0.2%	$11.36	+12.3%	COM	060505104
DFGBX	DFA INVT DIMENSIONS GROUP	42,892	$475K	0.2%	$10.90	—	IN GLOBAL FIX INCM	233203884
DRI	DARDEN RESTAURANTS INC	6,755	$469K	0.2%	$30.94	+32.4%	COM	237194105
PPL	PPL CORP	13,929	$469K	0.2%	$16.44	+20.0%	COM	69351T106
DFGFX	DFA INVT DIMENSIONS GROUP	47,084	$468K	0.2%	$10.00	—	IN TWO YR GLOBAL	233203645
AEP	AMERICAN ELEC PWR INC	8,039	$452K	0.2%	$28.73	+40.4%	COM	025537101
PNR	PENTAIR PLC	7,040	$443K	0.2%	$41.76	-13.4%	SHS	G7S00T104
—	PRECISION CASTPARTS CORP	2,041	$429K	0.2%	$228.00	—	COM	740189105
BWA	BORGWARNER INC	7,020	$425K	0.2%	$37.50	+15.3%	COM	099724106
HD	HOME DEPOT INC	3,731	$424K	0.2%	$58.61	+45.6%	COM	437076102
MET	METLIFE INC	8,338	$422K	0.2%	$30.67	+1.8%	COM	59156R108
ACN	ACCENTURE PLC IRELAND	4,485	$421K	0.2%	$61.27	+21.8%	SHS CLASS A	G1151C101
TRV	TRAVELERS COMPANIES INC	3,867	$418K	0.2%	$64.00	+31.2%	COM	89417E109
—	HCP INC	9,660	$418K	0.2%	$38.82	—	COM	40414L109
JBHT	HUNT J B TRANS SVCS INC	4,870	$416K	0.1%	$64.40	+17.2%	COM	445658107
—	PIEDMONT NAT GAS INC	11,109	$410K	0.1%	$32.93	—	COM	720186105
D	DOMINION RES INC VA NEW	5,632	$399K	0.1%	$37.96	+22.7%	COM	25746U109
—	BANCORPSOUTH INC	17,058	$396K	0.1%	$17.70	—	COM	059692103
MDT	MEDTRONIC PLC	4,935	$384K	0.1%	$58.10	0.0%	SHS	G5960L103
UNH	UNITEDHEALTH GROUP INC	3,140	$372K	0.1%	$63.20	+47.4%	COM	91324P102
IVV	ISHARES TR	1,755	$365K	0.1%	$172.78	—	CORE S&P500 ETF	464287200
—	DU PONT E I DE NEMOURS &	5,075	$363K	0.1%	$59.76	—	CO COM	263534109
DHR	DANAHER CORP DEL	4,190	$356K	0.1%	$30.52	+14.2%	COM	235851102
AXP	AMERICAN EXPRESS CO	4,544	$355K	0.1%	$73.73	-3.7%	COM	025816109
BA	BOEING CO	2,348	$352K	0.1%	$94.86	+34.7%	COM	097023105
DG	DOLLAR GEN CORP NEW	4,485	$338K	0.1%	$56.60	+8.7%	COM	256677105
MA	MASTERCARD INC	3,890	$336K	0.1%	$81.25	0.0%	CL A	57636Q104
EOG	EOG RES INC	3,638	$333K	0.1%	$74.35	-10.9%	COM	26875P101
—	TRANSCANADA CORP	7,695	$328K	0.1%	$44.24	—	COM	89353D107
—	BROADCOM CORP	7,509	$325K	0.1%	$38.21	—	CL A	111320107
APD	AIR PRODS & CHEMS INC	2,115	$320K	0.1%	$62.54	+69.2%	COM	009158106
SBUX	STARBUCKS CORP	3,280	$311K	0.1%	$36.12	0.0%	COM	855244109
COST	COSTCO WHSL CORP NEW	2,018	$306K	0.1%	$91.32	+32.4%	COM	22160K105
EZU	ISHARES	7,823	$302K	0.1%	$42.37	—	EMU ETF	464286608
CMCSA	COMCAST CORP NEW	5,304	$300K	0.1%	$20.12	+11.3%	CL A	20030N101
—	APACHE CORP	4,975	$300K	0.1%	$80.26	—	COM	037411105
ALL	ALLSTATE CORP	4,145	$295K	0.1%	$51.69	+7.7%	COM	020002101
CSX	CSX CORP	8,180	$270K	0.1%	$9.84	-1.4%	COM	126408103
TJX	TJX COS INC NEW	3,823	$268K	0.1%	$29.28	0.0%	COM	872540109
—	CELGENE CORP	2,278	$263K	0.1%	$94.87	—	COM	151020104
BDX	BECTON DICKINSON & CO	1,752	$252K	0.1%	$94.73	+25.1%	COM	075887109
ETR	ENTERGY CORP NEW	3,189	$247K	0.1%	$19.86	+34.1%	COM	29364G103
SLB	SCHLUMBERGER LTD	2,886	$241K	0.1%	$61.34	0.0%	COM	806857108
—	JOHNSON CTLS INC	4,760	$240K	0.1%	$48.32	—	COM	478366107
GS	GOLDMAN SACHS GROUP INC	1,263	$237K	0.1%	$128.71	+16.4%	COM	38141G104
VNQ	VANGUARD INDEX FDS	2,805	$236K	0.1%	$84.14	—	REIT ETF	922908553
NKE	NIKE INC	2,350	$235K	0.1%	$41.68	0.0%	CL B	654106103
EMR	EMERSON ELEC CO	4,100	$232K	0.1%	$48.60	-10.7%	COM	291011104
IWO	ISHARES TR	1,518	$230K	0.1%	$142.29	—	RUS 2000 GRW ETF	464287648
MCHP	MICROCHIP TECHNOLOGY INC	4,610	$225K	0.1%	$16.17	+19.6%	COM	595017104
—	SPECTRA ENERGY CORP	6,029	$218K	0.1%	$42.00	—	COM	847560109
NVO	NOVO-NORDISK A S	4,057	$217K	0.1%	$53.49	—	ADR	670100205
GILD	GILEAD SCIENCES INC	2,195	$215K	0.1%	$54.08	+30.5%	COM	375558103
KR	KROGER CO	2,786	$214K	0.1%	$28.91	0.0%	COM	501044101
EPD	ENTERPRISE PRODS PARTNERS	6,268	$207K	0.1%	$70.39	—	L COM	293792107