Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XOM	EXXON MOBIL CORP	278,457	$23.67B	10.9%	$55.91	+4.1%	COMMON STOCK	30231G102
VGT	VANGUARD INFO TECHNOLOGY ETF	80,175	$16.24B	7.5%	$83096.55	—	COMMON STOCK	92204A702
VFH	VANGUARD FINANCIALS ETF	199,174	$13.82B	6.4%	$41039.29	—	COMMON STOCK	92204A405
VCR	VANGUARD CONSUMER DISCR ETF	51,895	$9.364B	4.3%	$99158.63	—	COMMON STOCK	92204A108
AAPL	APPLE INC	33,914	$7.656B	3.5%	$26.68	+84.7%	COMMON STOCK	037833100
V	VISA INC CL A	37,692	$5.657B	2.6%	$62.86	+114.9%	COMMON STOCK	92826C839
MSFT	MICROSOFT CORP	44,022	$5.035B	2.3%	$42.13	+139.3%	COMMON STOCK	594918104
PEP	PEPSICO	44,534	$4.979B	2.3%	$57.40	+57.4%	COMMON STOCK	713448108
—	UNITED TECHNOLOGIES	33,949	$4.746B	2.2%	$97441.89	—	COMMON STOCK	913017109
DHR	DANAHER CORP	37,884	$4.116B	1.9%	$27.33	+222.1%	COMMON STOCK	235851102
VHT	VANGUARD HEALTH CARE ETF	22,325	$4.028B	1.9%	$145550.72	—	COMMON STOCK	92204A504
ACN	ACCENTURE PLC IRELAND SHS CLASS A	20,915	$3.56B	1.6%	$69.28	+115.4%	COMMON STOCK	G1151C101
HON	HONEYWELL INTL	20,125	$3.349B	1.5%	$68.56	+77.4%	COMMON STOCK	438516106
DIS	DISNEY WALT CO NEW	27,350	$3.198B	1.5%	$60.93	+74.9%	COMMON STOCK	254687106
BRK/B	BERKSHIRE HATHAWAY INC DEL	14,310	$3.064B	1.4%	$158.98	+29.1%	COMMON STOCK	084670702
NKE	NIKE INC CL B	35,366	$2.996B	1.4%	$41.90	+74.2%	COMMON STOCK	654106103
GOOGL	ALPHABET INC CL A	2,407	$2.905B	1.3%	$37.69	+59.4%	COMMON STOCK	02079K305
XLE	SELECT SPDR ETF - ENERGY	37,014	$2.803B	1.3%	$68259.80	—	COMMON STOCK	81369Y506
FISV	FISERV	33,290	$2.742B	1.3%	$48.01	+63.5%	COMMON STOCK	337738108
COST	COSTCO WHOLESALE	10,961	$2.575B	1.2%	$108.46	+87.3%	COMMON STOCK	22160K105
TMO	THERMO FISHER SCIENTIFIC	10,461	$2.553B	1.2%	$107.81	+109.3%	COMMON STOCK	883556102
CVX	CHEVRON CORPORATION	20,089	$2.456B	1.1%	$69.28	+26.9%	COMMON STOCK	166764100
SPY	SPDR S&P 500 ETF TRUST	8,407	$2.444B	1.1%	$206552.17	—	COMMON STOCK	78462F103
MKC	MCCORMICK & COMPANY NON VOTING	18,159	$2.392B	1.1%	$30.18	+77.7%	COMMON STOCK	579780206
CB	CHUBB LTD	17,794	$2.378B	1.1%	$96.66	+23.3%	COMMON STOCK	H1467J104
MDT	MEDTRONIC PLC	22,550	$2.218B	1.0%	$58.15	+31.2%	COMMON STOCK	G5960L103
XLB	MATERIALS SELECT SECTOR SPDRF	37,866	$2.194B	1.0%	$43481.29	—	COMMON STOCK	81369Y100
BA	BOEING	5,822	$2.165B	1.0%	$169.55	+100.0%	COMMON STOCK	097023105
CVS	CVS HEALTH CORP	27,352	$2.153B	1.0%	$46.58	+21.3%	COMMON STOCK	126650100
UNP	UNION PACIFIC	13,115	$2.136B	1.0%	$78.51	+62.8%	COMMON STOCK	907818108
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	27,035	$2.086B	1.0%	$43.78	+60.5%	COMMON STOCK	192446102
C	CITIGROUP INC	28,730	$2.061B	0.9%	$39.03	+40.3%	COMMON STOCK	172967424
VOX	VANGUARD COMMUNICATION SERVICES ETF	21,714	$1.889B	0.9%	$86339.71	—	COMMON STOCK	92204A884
XLU	SELECT SPDR ETF - UTILITIES	34,451	$1.814B	0.8%	$51312.25	—	COMMON STOCK	81369Y886
—	CELGENE CORP	20,247	$1.812B	0.8%	$98866.98	—	COMMON STOCK	151020104
BKNG	BOOKING HOLDINGS INC	905	$1.796B	0.8%	$1933.58	+0.2%	COMMON STOCK	09857L108
XLI	INDUSTRIAL SELECT SECTOR SPDR	21,950	$1.721B	0.8%	$74372.35	—	COMMON STOCK	81369Y704
XLY	SPDR CONSUMER DISCRETIONARY ETF	12,660	$1.484B	0.7%	$86862.53	—	COMMON STOCK	81369Y407
MMM	3M	6,729	$1.418B	0.7%	$83.79	+57.8%	COMMON STOCK	88579Y101
VDC	VANGUARD CONSUMER STAPLES ETF	9,525	$1.335B	0.6%	$141294.64	—	COMMON STOCK	92204A207
NVS	NOVARTIS AG SPONSORED ADR	15,013	$1.294B	0.6%	$86307.14	—	COMMON STOCK	66987V109
KO	COCA-COLA	27,832	$1.286B	0.6%	$32.56	+11.5%	COMMON STOCK	191216100
BDX	BECTON DICKINSON & CO	4,923	$1.285B	0.6%	$194.57	+13.2%	COMMON STOCK	075887109
—	XILINX	15,911	$1.276B	0.6%	$46831.79	—	COMMON STOCK	983919101
HD	HOME DEPOT	6,140	$1.272B	0.6%	$111.30	+50.9%	COMMON STOCK	437076102
COF	CAPITAL ONE FINANCIAL	12,359	$1.173B	0.5%	$57.32	+49.5%	COMMON STOCK	14040H105
GOOG	ALPHABET INC CL C	972	$1.16B	0.5%	$39.98	+48.7%	COMMON STOCK	02079K107
BK	BANK OF NEW YORK MELLON CORP	22,731	$1.159B	0.5%	$38.53	+10.8%	COMMON STOCK	064058100
JNJ	JOHNSON & JOHNSON	8,259	$1.141B	0.5%	$82.86	+30.4%	COMMON STOCK	478160104
VNQ	VANGUARD REAL ESTATE ETF	14,019	$1.131B	0.5%	$84582.16	—	COMMON STOCK	922908553
CSX	CSX CORP	13,621	$1.009B	0.5%	$15.87	+36.0%	COMMON STOCK	126408103
ICE	INTERCONTINENTAL EXCHANGE	12,484	$935M	0.4%	$51.14	+33.6%	COMMON STOCK	45866F104
KMI	KINDER MORGAN INC	51,725	$917M	0.4%	$13.22	-11.6%	COMMON STOCK	49456B101
MO	ALTRIA GROUP	14,855	$896M	0.4%	$20.30	+65.3%	COMMON STOCK	02209S103
PM	PHILIP MORRIS INTL INC	10,925	$891M	0.4%	$48.45	+14.5%	COMMON STOCK	718172109
—	EXPRESS SCRIPTS HLDG	9,216	$876M	0.4%	$63592.16	—	COMMON STOCK	30219G108
ABT	ABBOTT LABORATORIES	11,908	$874M	0.4%	$33.65	+71.9%	COMMON STOCK	002824100
—	BLACKROCK INC	1,816	$856M	0.4%	$352230.30	—	COMMON STOCK	09247X101
MTD	METTLER TOLEDO INTERNATIONAL	1,400	$853M	0.4%	$588.39	0.0%	COMMON STOCK	592688105
VOO	VANGUARD S&P 500 ETF	3,176	$848M	0.4%	$216825.55	—	COMMON STOCK	922908363
INTC	INTEL	16,743	$792M	0.4%	$21.30	+94.9%	COMMON STOCK	458140100
IDXX	IDEXX LABORATORIES INC	3,000	$749M	0.3%	$242.74	0.0%	COMMON STOCK	45168D104
APH	AMPHENOL CORP	7,953	$748M	0.3%	$15.27	+41.8%	COMMON STOCK	032095101
NSC	NORFOLK SOUTHERN	4,039	$729M	0.3%	$77.35	+90.3%	COMMON STOCK	655844108
OKE	ONEOK	10,719	$727M	0.3%	$25.23	+69.5%	COMMON STOCK	682680103
ABBV	ABBVIE INC	7,520	$711M	0.3%	$37.33	+85.3%	COMMON STOCK	00287Y109
—	NOBLE ENERGY INC	21,503	$671M	0.3%	$60220.80	—	COMMON STOCK	655044105
ADP	AUTOMATIC DATA PROCESSING	4,394	$662M	0.3%	$116.08	+4.1%	COMMON STOCK	053015103
—	RAYTHEON NEW	3,162	$653M	0.3%	$215819.89	—	COMMON STOCK	755111507
—	GENERAL ELECTRIC CORP	51,303	$579M	0.3%	$24140.62	—	COMMON STOCK	369604103
LEN	LENNAR CORP	12,300	$574M	0.3%	$43.90	+5.3%	COMMON STOCK	526057104
GILD	GILEAD SCIENCES INC	7,329	$566M	0.3%	$59.83	-5.0%	COMMON STOCK	375558103
SHW	SHERWIN WILLIAMS CO	1,208	$550M	0.3%	$109.33	+26.8%	COMMON STOCK	824348106
—	LIBERTY SIRIUSXM GROUP CL C	12,610	$548M	0.3%	$34262.23	—	COMMON STOCK	531229607
—	LIBERTY GLOBAL PLC CL C	18,950	$534M	0.2%	$35822.98	—	COMMON STOCK	G5480U120
ROK	ROCKWELL AUTOMATION	2,825	$530M	0.2%	$163.88	-4.7%	COMMON STOCK	773903109
—	USG CORP	12,200	$528M	0.2%	$25412.99	—	COMMON STOCK	903293405
—	ALLEGHANY CORP DEL	786	$513M	0.2%	$596090.30	—	COMMON STOCK	017175100
CME	CME GROUP INC	3,000	$511M	0.2%	$129.10	0.0%	COMMON STOCK	12572Q105
WHR	WHIRLPOOL CORP	4,295	$510M	0.2%	$157.00	-15.6%	COMMON STOCK	963320106
PG	PROCTER & GAMBLE	5,950	$495M	0.2%	$60.42	+12.2%	COMMON STOCK	742718109
MCD	MCDONALD'S CORP	2,886	$483M	0.2%	$86.90	+55.1%	COMMON STOCK	580135101
SLB	SCHLUMBERGER LTD	7,896	$481M	0.2%	$57.52	-9.5%	COMMON STOCK	806857108
IJH	ISHARES CORE S&P MID-CAP ETF	2,388	$481M	0.2%	$187802.03	—	COMMON STOCK	464287507
BP	BP PLC	10,057	$464M	0.2%	$37773.63	—	COMMON STOCK	055622104
GM	GENERAL MTRS CO	13,650	$460M	0.2%	$28.50	+16.1%	COMMON STOCK	37045V100
WFC	WELLS FARGO	8,625	$453M	0.2%	$36.08	+28.9%	COMMON STOCK	949746101
TXN	TEXAS INSTRUMENTS	4,005	$430M	0.2%	$52.26	+72.7%	COMMON STOCK	882508104
LOW	LOWES	3,741	$430M	0.2%	$40.46	+124.9%	COMMON STOCK	548661107
BAC	BANK OF AMERICA CORP	14,319	$422M	0.2%	$15.76	+61.6%	COMMON STOCK	060505104
WMB	WILLIAMS COMPANIES	14,919	$406M	0.2%	$22.13	-13.1%	COMMON STOCK	969457100
FTV	FORTIVE CORP	4,611	$388M	0.2%	$30.87	+61.1%	COMMON STOCK	34959J108
F	FORD MOTOR CO	41,700	$386M	0.2%	$7.55	-9.2%	COMMON STOCK	345370860
JPM	JPMORGAN CHASE & CO	3,404	$384M	0.2%	$59.45	+55.8%	COMMON STOCK	46625H100
WAB	WABTEC CORP	3,600	$378M	0.2%	$103.16	0.0%	COMMON STOCK	929740108
VIG	VANGUARD DIVIDEND APPRECIATION ETF	3,401	$376M	0.2%	$79341.87	—	COMMON STOCK	921908844
OGS	ONE GAS INC	4,499	$370M	0.2%	$42.89	+82.5%	COMMON STOCK	68235P108
AXTA	AXALTA COATING SYS LTD	12,400	$362M	0.2%	$27.29	+9.9%	COMMON STOCK	G0750C108
GD	GENERAL DYNAMICS CORP	1,735	$355M	0.2%	$170.35	-2.9%	COMMON STOCK	369550108
KMX	CARMAX	4,755	$355M	0.2%	$65.37	+16.7%	COMMON STOCK	143130102
TSN	TYSON FOODS INC	5,952	$354M	0.2%	$61.47	-17.3%	COMMON STOCK	902494103
TGT	TARGET	4,009	$354M	0.2%	$56.00	+21.3%	COMMON STOCK	87612E106
T	AT&T INC	10,321	$347M	0.2%	$12.99	+11.4%	COMMON STOCK	00206R102
MRK	MERCK & CO INC	4,865	$345M	0.2%	$42.98	+17.8%	COMMON STOCK	58933Y105
CBSH	COMMERCE BANCSHARES INC	5,090	$336M	0.2%	$45.32	0.0%	COMMON STOCK	200525103
—	ROCKWELL COLLINS INC	2,364	$332M	0.2%	$134850.05	—	COMMON STOCK	774341101
FIS	FIDELITY NATL INFORMATION SERVICES	2,955	$322M	0.1%	$81.15	+15.7%	COMMON STOCK	31620M106
ITT	ITT INC	5,226	$320M	0.1%	$35.86	+61.0%	COMMON STOCK	45073V108
JLL	JONES LANG LASALLE INC	2,209	$319M	0.1%	$109.10	+42.8%	COMMON STOCK	48020Q107
HSIC	HENRY SCHEIN INC	3,650	$310M	0.1%	$56.36	+10.5%	COMMON STOCK	806407102
CMCSA	COMCAST CORP-CL A	8,457	$299M	0.1%	$28.81	+1.8%	COMMON STOCK	20030N101
PFE	PFIZER INC	6,779	$299M	0.1%	$23.80	+16.2%	COMMON STOCK	717081103
WMT	WALMART INC	3,092	$290M	0.1%	$26.82	+1.9%	COMMON STOCK	931142103
—	RED HAT INC	2,100	$286M	0.1%	$136280.00	—	COMMON STOCK	756577102
DHI	D R HORTON INC	6,750	$285M	0.1%	$34.79	+14.7%	COMMON STOCK	23331A109
FNF	FNF GROUP	7,148	$281M	0.1%	$25.96	+6.9%	COMMON STOCK	31620R303
COP	CONOCOPHILLIPS	3,540	$274M	0.1%	$39.65	+42.1%	COMMON STOCK	20825C104
LKQ	LKQ CORP	8,077	$256M	0.1%	$35.43	-15.8%	COMMON STOCK	501889208
URI	UNITED RENTALS INC	1,527	$250M	0.1%	$153.76	-2.0%	COMMON STOCK	911363109
DUK	DUKE ENERGY CORP NEW	3,028	$242M	0.1%	$62.29	-3.6%	COMMON STOCK	26441C204
—	PRAXAIR	1,500	$241M	0.1%	$139740.00	—	COMMON STOCK	74005P104
NVO	NOVO NORDISK AS SPONS ADR	5,000	$236M	0.1%	$42890.00	—	COMMON STOCK	670100205
STT	STATE STREET	2,800	$235M	0.1%	$69.30	0.0%	COMMON STOCK	857477103
AEP	AMERICAN ELECTRIC POWER	3,186	$226M	0.1%	$50.98	+7.7%	COMMON STOCK	025537101
MDLZ	MONDELEZ INTERNATIONAL INC	5,193	$223M	0.1%	$34.06	+4.5%	COMMON STOCK	609207105
—	TOTAL S.A. SPONS ADR	3,350	$216M	0.1%	$60560.00	—	COMMON STOCK	89151E109
IVV	ISHARES CORE S&P 500 ETF	720	$211M	0.1%	$292730.56	—	COMMON STOCK	464287200
—	AON PLC	1,356	$209M	0.1%	$112718.12	—	COMMON STOCK	G0408V102
BMY	BRISTOL MYERS SQUIBB	3,307	$205M	0.1%	$46.46	-3.2%	COMMON STOCK	110122108
KMB	KIMBERLY CLARK	1,800	$205M	0.1%	$86.55	0.0%	COMMON STOCK	494368103
NEE	NEXTERA ENERGY INC	1,200	$201M	0.1%	$33.41	+6.2%	COMMON STOCK	65339F101
—	SPIRIT RLTY CAP INC NEW	14,579	$118M	0.1%	$8029.97	—	COMMON STOCK	84860W102