Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XOM	EXXON MOBIL	207,857	$19.55B	9.8%	$57.25	+7.4%	COMMON STOCK	30231G102
VFH	VANGUARD FINANCIALS ETF	254,584	$11.82B	5.9%	$40310.17	—	COMMON STOCK	92204A405
VGT	VANGUARD INFO TECHNOLOGY ETF	80,667	$8.073B	4.0%	$74969.90	—	COMMON STOCK	92204A702
VCR	VANGUARD CONSUMER DISCRETIONARY ETF	69,502	$7.541B	3.8%	$96059.89	—	COMMON STOCK	92204A108
PEP	PEPSICO	63,595	$5.92B	3.0%	$56.84	+14.2%	COMMON STOCK	713448108
—	EXPRESS SCRIPTS HLDG	76,534	$5.406B	2.7%	$63592.16	—	COMMON STOCK	30219G108
—	UNITED TECHNOLOGIES	44,927	$4.744B	2.4%	$96263.80	—	COMMON STOCK	913017109
—	APPLE INC	47,007	$4.736B	2.4%	$92930.00	—	COMMON STOCK	37833100
CVS	CVS HEALTH CORP	54,854	$4.366B	2.2%	$44.76	+28.4%	COMMON STOCK	126650100
—	GENERAL ELECTRIC	168,390	$4.314B	2.2%	$23755.33	—	COMMON STOCK	369604103
—	ITT CORP NEW	95,926	$4.311B	2.2%	$32885.24	—	COMMON STOCK	450911201
CVX	CHEVRON CORPORATION	35,572	$4.244B	2.1%	$71.98	+9.1%	COMMON STOCK	166764100
IBM	INTERNATIONAL BUSINESS MACHINES	21,132	$4.011B	2.0%	$117.02	-2.3%	COMMON STOCK	459200101
DHR	DANAHER CORP	52,220	$3.968B	2.0%	$26.05	+19.7%	COMMON STOCK	235851102
DIS	DISNEY WALT HOLDING COMPANY	40,804	$3.633B	1.8%	$59.60	+33.1%	COMMON STOCK	254687106
—	CHUBB	36,971	$3.367B	1.7%	$86549.93	—	COMMON STOCK	171232101
—	CELGENE CORP	35,311	$3.347B	1.7%	$98465.51	—	COMMON STOCK	151020104
—	APACHE	33,324	$3.128B	1.6%	$100620.01	—	COMMON STOCK	37411105
—	NOBLE ENERGY	44,795	$3.062B	1.5%	$62663.96	—	COMMON STOCK	655044105
—	COVIDIEN PLC	35,243	$3.049B	1.5%	$69494.14	—	COMMON STOCK	G2554F113
NKE	NIKE INC	32,385	$2.889B	1.4%	$27.72	+24.0%	COMMON STOCK	654106103
UNP	UNION PACIFIC	26,000	$2.819B	1.4%	$65.78	+22.1%	COMMON STOCK	907818108
SLB	SCHLUMBERGER LTD	27,165	$2.762B	1.4%	$57.66	+37.9%	COMMON STOCK	806857108
V	VISA INC CL A	12,917	$2.756B	1.4%	$43.89	+13.0%	COMMON STOCK	92826C839
—	ABBOTT LABORATORIES	60,614	$2.521B	1.3%	$40900.00	—	COMMON STOCK	2824100
ACN	ACCENTURE PLC IRELAND SHS CLASS A	28,907	$2.351B	1.2%	$64.72	+2.2%	COMMON STOCK	G1151C101
NVS	NOVARTIS AG SPONSORED ADR	23,998	$2.259B	1.1%	$77575.63	—	COMMON STOCK	66987V109
NSC	NORFOLK SOUTHERN	19,856	$2.216B	1.1%	$62.49	+32.2%	COMMON STOCK	655844108
COF	CAPITAL ONE FINANCIAL	26,431	$2.157B	1.1%	$56.37	+18.2%	COMMON STOCK	14040H105
QCOM	QUALCOMM	28,642	$2.142B	1.1%	$49.54	+11.9%	COMMON STOCK	747525103
—	BERKSHIRE HATHAWAY INC DEL	15,130	$2.09B	1.0%	$126560.00	—	COMMON STOCK	84670702
OKE	ONEOK	31,257	$2.049B	1.0%	$24.00	+39.2%	COMMON STOCK	682680103
TMO	THERMO FISHER SCIENTIFIC	16,352	$1.99B	1.0%	$104.64	+12.2%	COMMON STOCK	883556102
XLB	MATERIALS SELECT SECTOR SPDRF	39,413	$1.954B	1.0%	$40656.04	—	COMMON STOCK	81369Y100
WMT	WAL-MART	24,880	$1.903B	1.0%	$20.19	+0.6%	COMMON STOCK	931142103
VOX	VANGUARD TELECOMMUNICATION ETF	21,527	$1.879B	0.9%	$84622.03	—	COMMON STOCK	92204A884
—	AMPHENOL CORP	16,825	$1.68B	0.8%	$96340.01	—	COMMON STOCK	32095101
JNJ	JOHNSON & JOHNSON	15,758	$1.68B	0.8%	$68.92	+9.7%	COMMON STOCK	478160104
COST	COSTCO WHOLESALE	12,829	$1.608B	0.8%	$87.39	+11.2%	COMMON STOCK	22160K105
MCD	MCDONALDS	16,468	$1.561B	0.8%	$72.33	-1.5%	COMMON STOCK	580135101
HON	HONEYWELL INTL	16,645	$1.55B	0.8%	$62.76	+6.9%	COMMON STOCK	438516106
INTC	INTEL	43,428	$1.512B	0.8%	$18.45	+39.5%	COMMON STOCK	458140100
PPL	PPL	45,590	$1.497B	0.8%	$16.62	+13.1%	COMMON STOCK	69351T106
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	32,441	$1.452B	0.7%	$40.32	+3.5%	COMMON STOCK	192446102
FISV	FISERV	21,965	$1.42B	0.7%	$25.12	+25.8%	COMMON STOCK	337738108
MSFT	MICROSOFT CORP	29,260	$1.356B	0.7%	$27.20	+38.5%	COMMON STOCK	594918104
—	BARD C R INC	8,437	$1.204B	0.6%	$143010.02	—	COMMON STOCK	67383109
KO	COCA-COLA	27,500	$1.173B	0.6%	$27.90	+3.4%	COMMON STOCK	191216100
MMM	3M	8,261	$1.17B	0.6%	$63.18	+32.2%	COMMON STOCK	88579Y101
PG	PROCTER & GAMBLE	13,335	$1.117B	0.6%	$57.46	+4.0%	COMMON STOCK	742718109
MKC	MCCORMICK & COMPANY NON VOTING	16,095	$1.077B	0.5%	$28.22	-1.9%	COMMON STOCK	579780206
COP	CONOCOPHILLIPS	13,458	$1.03B	0.5%	$41.50	+36.6%	COMMON STOCK	20825C104
PM	PHILIP MORRIS INTL INC	11,990	$1B	0.5%	$48.45	-1.2%	COMMON STOCK	718172109
ABBV	ABBVIE INC	17,149	$991M	0.5%	$31.15	+12.9%	COMMON STOCK	00287Y109
T	AT&T INC	27,132	$956M	0.5%	$11.14	+6.8%	COMMON STOCK	00206R102
—	GOOGLE INC CL A	1,493	$878M	0.4%	$860596.10	—	COMMON STOCK	38259P508
—	XILINX	20,640	$874M	0.4%	$44274.88	—	COMMON STOCK	983919101
—	BANK OF NEW YORK MELLON CORPCOM	21,841	$846M	0.4%	$37559.24	—	COMMON STOCK	64058100
LOW	LOWES	15,750	$833M	0.4%	$36.18	+13.9%	COMMON STOCK	548661107
SJM	JM SMUCKER CO	8,242	$816M	0.4%	$70.86	+3.6%	COMMON STOCK	832696405
—	DIRECTV	9,113	$788M	0.4%	$61552.75	—	COMMON STOCK	25490A309
—	GOOGLE INC CL C	1,362	$786M	0.4%	$575280.20	—	COMMON STOCK	38259P706
WFC	WELLS FARGO	13,700	$711M	0.4%	$28.15	+32.9%	COMMON STOCK	949746101
MO	ALTRIA GROUP	15,340	$705M	0.4%	$17.62	+17.4%	COMMON STOCK	02209S103
—	AMGEN	5,000	$702M	0.4%	$118370.00	—	COMMON STOCK	31162100
TGT	TARGET	11,178	$701M	0.4%	$47.86	-9.7%	COMMON STOCK	87612E106
UPS	UNITED PARCEL SERVICE	6,952	$683M	0.3%	$60.16	+10.3%	COMMON STOCK	911312106
EMR	EMERSON ELECTRIC	10,577	$662M	0.3%	$40.02	+19.4%	COMMON STOCK	291011104
—	USG CORP	24,070	$662M	0.3%	$23469.63	—	COMMON STOCK	903293405
BEN	FRANKLIN RES INC	11,762	$642M	0.3%	$30.39	+10.5%	COMMON STOCK	354613101
ORCL	ORACLE	15,500	$593M	0.3%	$27.65	+23.7%	COMMON STOCK	68389X105
WMB	WILLIAMS COMPANIES	10,600	$587M	0.3%	$18.31	+65.1%	COMMON STOCK	969457100
—	LIBERTY GLOBAL PLC CLASS C	13,300	$546M	0.3%	$41949.75	—	COMMON STOCK	G5480U120
DE	DEERE	6,650	$545M	0.3%	$68.23	+1.7%	COMMON STOCK	244199105
CSCO	CISCO SYSTEMS	20,000	$503M	0.3%	$16.64	+6.3%	COMMON STOCK	17275R102
—	HEWLETT-PACKARD	13,750	$488M	0.2%	$24800.00	—	COMMON STOCK	428236103
DVN	DEVON ENERGY	7,075	$482M	0.2%	$37.41	+34.4%	COMMON STOCK	25179M103
—	NATIONAL OILWELL VARCO	6,280	$478M	0.2%	$70741.38	—	COMMON STOCK	637071101
—	BP PLC	10,803	$475M	0.2%	$51935.39	—	COMMON STOCK	55622104
—	ANADARKO PET	4,666	$473M	0.2%	$109469.99	—	COMMON STOCK	32511107
—	BLACKROCK INC	1,352	$444M	0.2%	$328319.53	—	COMMON STOCK	09247X101
MDLZ	MONDELEZ INTERNATIONAL INC	12,871	$441M	0.2%	$27.06	+4.7%	COMMON STOCK	609207105
—	AIR PRODS & CHEMS INC	3,220	$419M	0.2%	$128620.09	—	COMMON STOCK	9158106
C	CITIGROUP INC	8,065	$418M	0.2%	$37.42	0.0%	COMMON STOCK	172967424
—	KELLOGG CO	6,783	$418M	0.2%	$40.04	+1.2%	COMMON STOCK	487836108
SPY	SPDR r S&P 500r ETF TRUST	2,033	$401M	0.2%	$163051.08	—	COMMON STOCK	78462F103
ICE	INTERCONTINENTAL EXCHANGE	1,915	$374M	0.2%	$34.69	-4.5%	COMMON STOCK	45866F104
—	KINDER MORGAN ENERGY PARTNERS L P	4,000	$373M	0.2%	$82210.00	—	COMMON STOCK	494550106
—	CHESAPEAKE ENERGY CORP	15,919	$366M	0.2%	$20958.54	—	COMMON STOCK	165167107
FMC	F M C CORP	6,000	$343M	0.2%	$50.90	-12.9%	COMMON STOCK	302491303
PB	PROSPERITY BANCSHARES INC	5,924	$339M	0.2%	$44.09	-0.7%	COMMON STOCK	743606105
EPD	ENTERPRISE PRODUCTS PARTNERS L P	8,100	$326M	0.2%	$59295.06	—	COMMON STOCK	293792107
DNOW	NOW INC	10,515	$320M	0.2%	$32.74	0.0%	COMMON STOCK	67011P100
—	LIBERTY MEDIA CORP DELAWARE	6,760	$318M	0.2%	$46989.94	—	COMMON STOCK	531229300
VIG	VANGUARD SPECIALIZED PORTFOL	3,891	$299M	0.2%	$76949.88	—	COMMON STOCK	921908844
—	UNILEVER PLC	6,815	$286M	0.1%	$41900.07	—	COMMON STOCK	904767704
—	ANALOG DEVICES INC	5,645	$279M	0.1%	$54070.11	—	COMMON STOCK	32654105
KMX	CARMAX	5,935	$276M	0.1%	$45.50	+12.6%	COMMON STOCK	143130102
BOKF	BOK FINANCIAL	4,000	$266M	0.1%	$48.64	+2.7%	COMMON STOCK	05561Q201
OGE	OGE ENERGY CORPORATION	6,950	$258M	0.1%	$35.27	+4.4%	COMMON STOCK	670837103
—	WPX ENERGY INC	10,600	$255M	0.1%	$18961.88	—	COMMON STOCK	98212B103
OGS	ONE GAS INC	7,011	$240M	0.1%	$34.82	+5.1%	COMMON STOCK	68235P108
DKS	DICKS SPORTING GOODS	5,327	$234M	0.1%	$36.11	-7.7%	COMMON STOCK	253393102
—	MAGELLAN MIDSTREAM PARTNERS LP	2,600	$219M	0.1%	$84040.00	—	COMMON STOCK	559080106
—	TOTAL S.A.	3,350	$216M	0.1%	$64450.15	—	COMMON STOCK	89151E109
—	PRAXAIR	1,625	$210M	0.1%	$132840.00	—	COMMON STOCK	74005P104
MRK	MERCK & CO INC	3,500	$207M	0.1%	$37.96	+3.7%	COMMON STOCK	58933Y105