Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc	9,031	$4.305M	3.5%	$13.20	+8.2%	COM	037833100
BRK/B	Berkshire Hathaway Cl B	37,448	$4.251M	3.4%	$110.12	+4.8%	COM	084670702
BAC	Bank of America	287,563	$3.968M	3.2%	$10.03	+12.0%	COM	060505104
—	United Technologies	33,222	$3.582M	2.9%	$92.95	—	COM	913017109
MSFT	Microsoft	104,775	$3.487M	2.8%	$26.71	+1.1%	COM	594918104
JPM	JP Morgan Chase & Co	67,318	$3.48M	2.8%	$36.28	+6.2%	COM	46625H100
TJX	TJX Companies	60,783	$3.428M	2.8%	$20.82	+8.2%	COM	872540109
—	Vodafone Group (ADR)	96,276	$3.387M	2.7%	$29.08	—	COM	92857W209
CSCO	Cisco Systems	136,568	$3.2M	2.6%	$15.31	+10.6%	COM	17275R102
BUD	Anheuser Busch	31,816	$3.156M	2.5%	$90.45	—	COM	03524A108
DIS	Disney	48,487	$3.127M	2.5%	$56.13	+1.4%	COM	254687106
—	EMC Corp	121,440	$3.104M	2.5%	$23.62	—	COM	268648102
WMT	Wal-Mart Stores	41,782	$3.09M	2.5%	$19.98	-1.0%	COM	931142103
QCOM	Qualcomm Inc	45,146	$3.039M	2.4%	$45.06	+3.3%	COM	747525103
DUK	Duke Energy	45,319	$3.026M	2.4%	$41.78	-2.3%	COM	26441C204
—	Potash Corp	93,808	$2.934M	2.4%	$34.22	—	COM	73755L107
XOM	Exxon Mobil	34,080	$2.932M	2.4%	$53.95	+0.4%	COM	30231G102
—	General Electric	120,523	$2.879M	2.3%	$23.19	—	COM	369604103
PNC	PNC Finl Svcs Group	37,967	$2.751M	2.2%	$47.41	+8.3%	COM	693475105
—	National Oilwell Varco	34,615	$2.704M	2.2%	$72.20	—	COM	637071101
GME	Gamestop	54,207	$2.691M	2.2%	$6.27	+36.1%	COM	36467W109
PFE	Pfizer	86,357	$2.481M	2.0%	$16.46	-0.6%	COM	717081103
PG	Procter & Gamble	31,643	$2.392M	1.9%	$55.00	+2.2%	COM	742718109
—	Ensco Intl	40,572	$2.181M	1.8%	$58.13	—	COM	G3157S106
KMI	Kinder Morgan Inc	58,370	$2.076M	1.7%	$20.63	-2.2%	COM	49456B101
DRI	Darden Restaurants	43,166	$1.998M	1.6%	$31.23	-4.7%	COM	237194105
DVN	Devon Energy	33,995	$1.964M	1.6%	$37.03	+2.9%	COM	25179M103
CSX	CSX Corp	74,785	$1.925M	1.6%	$6.67	+2.9%	COM	126408103
CAT	Caterpillar Inc	23,007	$1.919M	1.5%	$61.55	+0.1%	COM	149123101
ABBV	Abbvie Inc	42,868	$1.917M	1.5%	$26.57	+2.2%	COM	00287Y109
VGT	Technology (Vanguard)	23,664	$1.91M	1.5%	$73.98	—	ETF	92204A702
XLY	Consumer Discretionary (SPDR)	31,463	$1.908M	1.5%	$56.49	—	ETF	81369Y407
XLF	Financials (SPDR)	93,654	$1.864M	1.5%	$19.45	—	ETF	81369Y605
PTEN	Patterson-UTI Energy	85,488	$1.828M	1.5%	$21.79	-5.7%	COM	703481101
AIG	Amer Intl Group Inc	37,420	$1.82M	1.5%	$35.06	+2.8%	COM	026874784
ABT	Abbott Laboratories	50,924	$1.69M	1.4%	$28.81	-3.8%	COM	002824100
RGA	Reinsurance Group of America	24,974	$1.673M	1.3%	$63.40	+6.5%	COM	759351604
CVS	CVS Corp	29,216	$1.658M	1.3%	$41.47	+3.2%	COM	126650100
VDE	Energy (Vanguard)	12,986	$1.549M	1.2%	$112.62	—	ETF	92204A306
JNJ	Johnson & Johnson	16,562	$1.436M	1.2%	$59.81	+6.2%	COM	478160104
XLI	Industrials (SPDR)	29,932	$1.389M	1.1%	$42.70	—	ETF	81369Y704
—	Ascena Retail Group	61,016	$1.216M	1.0%	$17.51	—	COM	04351G101
XLV	Health Care (SPDR)	23,687	$1.198M	1.0%	$47.67	—	ETF	81369Y209
AXP	American Express	14,355	$1.084M	0.9%	$59.62	+6.1%	COM	025816109
XLP	Consumer Staples (SPDR)	26,809	$1.067M	0.9%	$39.67	—	ETF	81369Y308
IBM	Int'l Business Machines	4,411	$817K	0.7%	$118.77	-6.1%	COM	459200101
BRK/A	Berkshire Hathaway Inc Del Cl	4	$682K	0.5%	$169022.62	+2.4%	COM	084670108
KMB	Kimberly Clark	6,626	$624K	0.5%	$62.83	-2.8%	COM	494368103
IWV	iShares Russell 3000 Index	6,105	$617K	0.5%	$96.75	—	ETF	464287689
SPY	S&P 500	3,660	$615K	0.5%	$160.38	—	ETF	78462F103
PHM	Pulte Homes Inc	36,426	$601K	0.5%	$17.74	-17.8%	COM	745867101
PPG	Ppg Industries	3,500	$585K	0.5%	$59.61	+8.4%	COM	693506107
FCNCA	First Citizens Bancshares CL A	2,000	$411K	0.3%	$182.75	+7.4%	COM	31946M103
EFA	EAFE Index (Dev Int'l)	5,959	$380K	0.3%	$63.77	—	ETF	464287465
IXP	Global Telecom (ishares)	5,373	$345K	0.3%	$59.45	—	ETF	464287275
—	Spectra Energy	9,491	$325K	0.3%	$34.35	—	COM	847560109
VZ	Verizon Communications	6,883	$321K	0.3%	$26.13	0.0%	COM	92343V104
T	AT&T	9,339	$316K	0.3%	$11.40	-3.9%	COM	00206R102
CAG	Conagra Foods Inc	10,367	$315K	0.3%	$17.76	0.0%	COM	205887102
MXI	Global Materials (ishares)	5,263	$315K	0.3%	$53.23	—	ETF	464288695
ADP	Automatic Data Processing Inc	4,340	$314K	0.3%	$48.32	0.0%	COM	053015103
AMGN	Amgen Inc	2,794	$313K	0.3%	$73.34	+5.0%	COM	031162100
—	Medtronic	5,868	$312K	0.3%	$51.83	—	COM	585055106
CFFI	C & F Finl Corp	6,320	$306K	0.2%	$30.94	+18.6%	COM	12466Q104
CVX	Chevron Corp	2,484	$302K	0.2%	$71.35	+2.4%	COM	166764100
BMY	Bristol Myers Squibb	6,201	$287K	0.2%	$28.77	+1.5%	COM	110122108
—	Suntrust Banks Inc	8,865	$287K	0.2%	$31.58	—	COM	867914103
—	Harris	4,695	$278K	0.2%	$49.20	—	COM	413875105
SLB	Schlumberger Ltd	3,101	$274K	0.2%	$58.98	0.0%	COM	806857108
NSC	Norfolk Southern Crp	3,516	$272K	0.2%	$56.99	0.0%	COM	655844108
EWY	South Korea Index Fund	3,960	$244K	0.2%	$61.62	—	COM	464286772
XLU	Utilities (SPDR)	6,495	$243K	0.2%	$37.59	—	ETF	81369Y886
—	Precision Castparts Corp	1,055	$240K	0.2%	$225.59	—	COM	740189105
EPD	Enterprise Products Pptns Lp	3,883	$237K	0.2%	$62.07	—	COM	293792107
UNP	Union Pacific Corp	1,460	$227K	0.2%	$57.06	+5.4%	COM	907818108
MCD	Mcdonalds Corp	2,335	$225K	0.2%	$70.55	0.0%	COM	580135101
RY	Royal Bk Of Canada	3,470	$223K	0.2%	$62.10	0.0%	COM	780087102
BHP	Bhp Billiton (ADR)	3,332	$222K	0.2%	$66.63	—	COM	088606108
—	Chicago Bridge & Iron Compa	3,260	$221K	0.2%	$59.69	—	COM	167250109
—	Seadrill Ltd	4,644	$209K	0.2%	$45.00	—	COM	G7945E105
NVDA	Nvidia Corp	13,420	$209K	0.2%	$0.32	+8.2%	COM	67066G104
GPC	Genuine Parts Co	2,576	$208K	0.2%	$57.02	0.0%	COM	372460105
FLR	Fluor Corp New	2,919	$207K	0.2%	$57.29	0.0%	COM	343412102
—	Swiss Helvetia Index Fund	12,463	$177K	0.1%	$12.57	—	COM	870875101
—	Rentech Inc	54,740	$108K	0.1%	$2.10	—	COM	760112102
—	Key Energy Services Inc	10,320	$75,000	0.1%	$5.97	—	COM	492914106