Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple	21,500	$2.373M	1.5%	$19.29	+24.9%	COM	037833100
—	Visa	8,954	$2.348M	1.5%	$182.78	—	COM	92826c839
DIS	Walt Disney	24,732	$2.33M	1.5%	$56.57	+43.7%	COM	254687106
SYK	Stryker	24,381	$2.3M	1.5%	$56.92	+36.8%	COM	863667101
—	Sigma-Aldrich Corp.	16,524	$2.268M	1.4%	$80.43	—	COM	826552101
CTSH	Cognizant Tech	42,767	$2.252M	1.4%	$36.71	+20.6%	COM	192446102
—	Oracle Corp.	49,943	$2.246M	1.4%	$30.81	—	COM	68389x105
FISV	Fiserv	31,326	$2.223M	1.4%	$24.54	+39.5%	COM	337738108
CHD	Church & Dwight	28,155	$2.219M	1.4%	$26.18	+21.6%	COM	171340102
COST	Costco	15,576	$2.208M	1.4%	$86.56	+26.4%	COM	22160K105
TMO	Thermo Fisher Scientific	17,594	$2.204M	1.4%	$80.23	+46.5%	COM	883556102
—	Express Scripts	25,893	$2.192M	1.4%	$61.73	—	COM	30219g108
BALL	Ball Corp.	32,023	$2.183M	1.4%	$19.77	+48.8%	COM	058498106
NKE	Nike	22,525	$2.166M	1.4%	$26.77	+52.2%	COM	654106103
CL	Colgate Palmolive	31,307	$2.166M	1.4%	$44.47	+17.4%	COM	194162103
PEP	PepsiCo	22,895	$2.165M	1.4%	$56.00	+22.5%	COM	713448108
PG	Procter & Gamble	23,706	$2.159M	1.4%	$55.00	+17.5%	COM	742718109
AMGN	Amgen	13,550	$2.158M	1.4%	$73.34	+54.5%	COM	031162100
JPM	J.P. Morgan Chase	34,270	$2.145M	1.4%	$36.24	+23.3%	COM	46625H100
—	Allergan, Inc.	10,052	$2.137M	1.4%	$84.21	—	COM	018490102
ITW	Illinois Tool Works	22,531	$2.134M	1.4%	$49.85	+40.6%	COM	452308109
AXP	American Express	22,535	$2.097M	1.3%	$59.62	+28.2%	COM	025816109
—	United Technologies	18,224	$2.096M	1.3%	$92.93	—	COM	913017109
JNJ	Johnson & Johnson	19,957	$2.087M	1.3%	$59.66	+29.6%	COM	478160104
—	Walgreens Alliance Boots	26,610	$2.028M	1.3%	$76.21	—	COM	931427108
XOM	ExxonMobil	21,202	$1.96M	1.2%	$53.69	+8.0%	COM	30231G102
MMM	3M Co.	11,901	$1.956M	1.2%	$61.26	+46.4%	COM	88579Y101
WMT	Wal-Mart	22,718	$1.951M	1.2%	$19.98	+9.2%	COM	931142103
GIS	General Mills	35,183	$1.876M	1.2%	$31.98	+10.2%	COM	370334104
CVX	Chevron Corp.	16,709	$1.874M	1.2%	$71.22	-1.0%	COM	166764100
QCOM	Qualcomm	25,214	$1.874M	1.2%	$47.23	+12.9%	COM	747525103
ECL	Ecolab	17,851	$1.866M	1.2%	$73.48	+31.6%	COM	278865100
AFL	AFLAC	29,894	$1.826M	1.2%	$20.11	+12.9%	COM	001055102
—	ConocoPhillips	25,798	$1.782M	1.1%	$62.84	—	COM	20825c104
APH	Amphenol	32,507	$1.749M	1.1%	$10.06	+14.5%	COM	032095101
ADP	Automatic Data Processing	20,892	$1.742M	1.1%	$45.09	+40.9%	COM	053015103
—	Actavis	6,717	$1.729M	1.1%	$173.95	—	COM	g0083b108
SLB	Schlumberger Ltd.	19,917	$1.701M	1.1%	$53.40	+26.1%	COM	806857108
COR	AmerisourceBergen	18,763	$1.692M	1.1%	$38.92	+61.4%	COM	03073E105
CVS	CVS Health	17,551	$1.69M	1.1%	$42.17	+52.8%	COM	126650100
EMR	Emerson Electric	27,152	$1.676M	1.1%	$40.02	+16.0%	COM	291011104
WFC	Wells Fargo	29,472	$1.616M	1.0%	$30.42	+27.4%	COM	949746101
LOW	Lowes	23,304	$1.603M	1.0%	$32.23	+52.2%	COM	548661107
—	AT&T	47,590	$1.599M	1.0%	$35.34	—	COM	00206r102
MSFT	Microsoft	33,879	$1.574M	1.0%	$26.70	+49.3%	COM	594918104
DOV	Dover	21,429	$1.537M	1.0%	$39.99	+27.1%	COM	260003108
ORLY	O'Reilly Auto	7,918	$1.525M	1.0%	$7.82	+49.9%	COM	67103H107
—	Cerner	23,563	$1.524M	1.0%	$59.61	—	COM	156782104
—	Stericycle	11,586	$1.519M	1.0%	$111.57	—	COM	858912108
—	AGL Resources	27,469	$1.497M	1.0%	$42.92	—	COM	001204106
CSL	Carlisle	16,539	$1.492M	0.9%	$56.18	+33.7%	COM	142339100
IBM	IBM	9,292	$1.491M	0.9%	$118.82	-15.4%	COM	459200101
DHR	Danaher	16,492	$1.414M	0.9%	$25.01	+31.7%	COM	235851102
—	NextEra Energy	13,287	$1.412M	0.9%	$82.18	—	COM	65339f101
VZ	Verizon	29,861	$1.397M	0.9%	$27.08	+2.1%	COM	92343V104
AMZN	Amazon.com	4,390	$1.362M	0.9%	$13.37	+16.5%	COM	023135106
—	C.R. Bard	8,067	$1.344M	0.9%	$108.70	—	COM	067383109
GWW	W.W. Grainger	5,078	$1.294M	0.8%	$202.37	+1.7%	COM	384802104
CLX	Clorox	12,318	$1.284M	0.8%	$60.00	+21.8%	COM	189054109
GPC	Genuine Parts	11,794	$1.257M	0.8%	$54.12	+31.5%	COM	372460105
NOC	Northrop Grumman	8,485	$1.251M	0.8%	$62.64	+82.4%	COM	666807102
—	Anadarko Petroleum	14,707	$1.213M	0.8%	$85.79	—	COM	032511107
—	Jarden	25,136	$1.204M	0.8%	$54.99	—	COM	471109108
SHW	Sherwin-Williams	4,514	$1.187M	0.8%	$55.39	+28.2%	COM	824348106
HD	Home Depot	11,225	$1.178M	0.7%	$60.45	+23.7%	COM	437076102
ROP	Roper Industries	7,530	$1.177M	0.7%	$113.86	+25.9%	COM	776696106
BDX	Becton Dickinson	8,195	$1.14M	0.7%	$78.11	+38.1%	COM	075887109
CSCO	Cisco Systems	40,970	$1.14M	0.7%	$15.24	+20.1%	COM	17275R102
MCD	McDonalds	11,782	$1.104M	0.7%	$71.78	-1.7%	COM	580135101
—	Google Class A	2,030	$1.077M	0.7%	$876.22	—	COM	38259P508
TXN	Texas Instruments	19,531	$1.044M	0.7%	$25.31	+47.6%	COM	882508104
SO	Southern Company	20,879	$1.025M	0.7%	$26.14	+12.8%	COM	842587107
—	Google Class C	1,868	$983K	0.6%	$575.39	—	COM	38259P706
EBAY	Ebay	17,477	$981K	0.6%	$19.76	+2.2%	COM	278642103
—	Royal Dutch Shell 'A'	14,240	$953K	0.6%	$64.02	—	COM	780259206
INTU	Intuit	10,166	$937K	0.6%	$54.39	+49.5%	COM	461202103
—	BB&T Corp.	24,075	$936K	0.6%	$35.62	—	COM	054937107
UNH	UnitedHealth Group	9,142	$924K	0.6%	$50.75	+56.2%	COM	91324P102
LMT	Lockheed Martin	4,704	$906K	0.6%	$79.82	+71.9%	COM	539830109
—	EMC	30,095	$895K	0.6%	$23.70	—	COM	268648102
—	Baker Hughes	14,443	$810K	0.5%	$46.12	—	COM	057224107
HON	Honeywell	7,912	$791K	0.5%	$53.13	+28.5%	COM	438516106
DLTR	Dollar Tree	11,145	$784K	0.5%	$48.85	+29.1%	COM	256746108
ABT	Abbott Laboratories	17,190	$774K	0.5%	$28.84	+22.4%	COM	002824100
SBUX	Starbucks	9,433	$774K	0.5%	$27.56	+13.4%	COM	855244109
BUD	Anheuser-Busch InBev	6,710	$754K	0.5%	$90.56	—	COM	03524A108
FLR	Fluor Corporation	12,432	$754K	0.5%	$56.60	0.0%	COM	343412102
—	St. Jude Medical	11,446	$744K	0.5%	$46.78	—	COM	790849103
LLY	Eli Lilly	10,684	$737K	0.5%	$45.17	+22.2%	COM	532457108
—	Flowserve	12,295	$736K	0.5%	$59.86	—	COM	34354p105
—	Dominion Resources	9,507	$731K	0.5%	$56.86	—	COM	25746u109
—	Bemis	16,140	$730K	0.5%	$39.17	—	COM	081437105
NVO	Novo Nordisk	16,975	$718K	0.5%	$67.77	—	COM	670100205
APD	Air Products & Chem.	4,935	$712K	0.5%	$61.55	+56.4%	COM	009158106
IDXX	IDEXX Laboratories	4,555	$675K	0.4%	$64.73	+8.3%	COM	45168D104
EW	Edwards Lifesciences	5,294	$674K	0.4%	$11.54	+74.1%	COM	28176E108
FAST	Fastenal Co.	14,181	$674K	0.4%	$8.84	-5.7%	COM	311900104
BIIB	Biogen IDEC Inc.	1,967	$668K	0.4%	$262.97	+23.0%	COM	09062X103
TGT	Target	8,775	$666K	0.4%	$47.95	+1.3%	COM	87612E106
DCI	Donaldson	16,225	$627K	0.4%	$29.57	+11.5%	COM	257651109
DE	Deere	6,747	$597K	0.4%	$70.31	+0.4%	COM	244199105
—	Praxair	4,454	$577K	0.4%	$120.99	—	COM	74005P104
MAR	Marriott Intl. Class A	6,797	$530K	0.3%	$36.65	+80.6%	COM	571903202
—	Whole Foods Market	10,155	$512K	0.3%	$43.01	—	COM	966837106
—	Unilever N.V.	12,557	$490K	0.3%	$39.28	—	COM	904784709
MKC	McCormick	5,702	$424K	0.3%	$28.19	+2.6%	COM	579780206
SJM	J.M. Smucker	4,130	$417K	0.3%	$71.06	+2.7%	COM	832696405
FDX	FedEx	2,267	$394K	0.3%	$81.95	+75.6%	COM	31428X106
FDS	Factset Research	2,787	$392K	0.2%	$83.78	+41.1%	COM	303075105
—	Varian Med Sys Inc	4,515	$391K	0.2%	$67.66	—	COM	92220P105
—	GlaxoSmithkline PLC	8,641	$369K	0.2%	$42.70	—	COM	37733W105
—	Freeport-McMoRan	15,020	$351K	0.2%	$31.40	—	COM	35671d857
—	Bed Bath & Beyond	4,215	$321K	0.2%	$76.16	—	COM	075896100
—	Jacobs Engineering	7,182	$321K	0.2%	$54.84	—	COM	469814107
KMB	Kimberly Clark	2,490	$288K	0.2%	$63.06	+20.7%	COM	494368103
GILD	Gilead Sciences	2,824	$266K	0.2%	$71.85	0.0%	COM	375558103
—	Duke Energy	3,156	$264K	0.2%	$75.30	—	COM	26441c204
—	Altria Group	5,230	$258K	0.2%	$46.29	—	COM	02209s103
—	R. R. Donelley	15,160	$255K	0.2%	$16.52	—	COM	257867101
—	Frontier Communications	37,250	$248K	0.2%	$6.32	—	COM	35906A108
—	TECO Energy	12,020	$246K	0.2%	$17.88	—	COM	872375100
—	CenturyLink	6,180	$245K	0.2%	$40.71	—	COM	156700106
ORI	Old Republic Int'l	16,500	$241K	0.2%	$6.80	-2.5%	COM	680223104
BP	BP	6,110	$233K	0.1%	$38.13	—	COM	055622104
HAL	Halliburton	5,935	$233K	0.1%	$39.28	0.0%	COM	406216101
—	PPL Corp	6,320	$230K	0.1%	$36.39	—	COM	69351t106
—	Noble Corp	12,425	$206K	0.1%	$16.58	—	COM	g65431101
BAX	Baxter International	2,793	$205K	0.1%	$32.70	-1.2%	COM	071813109
BA	Boeing	1,557	$202K	0.1%	$110.65	0.0%	COM	097023105
—	Windsteam Holdings	10,225	$84,000	0.1%	$10.76	—	COM	97382A101
AMD	Advanced Micro	28,995	$77,000	0.0%	$4.05	-32.2%	COM	007903107