Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
WMT	Wal-Mart Stores Inc	2,968,043	$353M	23.6%	$118.84 *	$20.09	+81.2%	COM	931142103
KO	Coca-Cola Company	1,268,949	$70.24M	4.7%	$55.35 *	$28.87	+59.5%	COM	191216100
AAPL	Apple Inc	169,891	$49.89M	3.3%	$293.65 *	$32.43	+118.5%	COM	037833100
MSFT	Microsoft Corp	275,668	$43.47M	2.9%	$157.70 *	$39.17	+282.2%	COM	594918104
SPGI	S&P Global Inc.	122,500	$33.45M	2.2%	$273.05 *	$159.79	+62.6%	COM	78409V104
META	Facebook Inc	125,200	$25.7M	1.7%	$205.25	$107.44	+89.7%	COM	30303M102
DIS	Walt Disney Company	156,938	$22.7M	1.5%	$144.63 *	$93.16	+51.7%	COM	254687106
GOOGL	Alphabet Class A	16,234	$21.74M	1.5%	$1339.41 *	$54.64	+21.6%	COM	02079K305
TFC	Truist Financial Corporation	380,439	$21.43M	1.4%	$56.32 *	$40.89	+4.4%	COM	89832Q109
INTC	Intel Corp	350,659	$20.99M	1.4%	$59.85 *	$29.48	+79.1%	COM	458140100
JNJ	Johnson & Johnson	141,235	$20.6M	1.4%	$145.87 *	$71.42	+72.5%	COM	478160104
PG	Procter & Gamble Co	160,675	$20.07M	1.3%	$124.90 *	$59.51	+80.7%	COM	742718109
VRTX	Vertex Pharmaceutical	91,271	$19.98M	1.3%	$218.95	$124.31	+76.1%	COM	92532F100
JPM	J P Morgan Chase & Co	140,580	$19.6M	1.3%	$139.40 *	$54.09	+118.4%	COM	46625H100
CVX	Chevron Corp	147,241	$17.74M	1.2%	$120.51 *	$78.00	+18.2%	COM	166764100
BMY	Bristol Myers Squibb Company	275,978	$17.71M	1.2%	$64.19 *	$37.59	+34.8%	COM	110122108
UNH	UnitedHealth	59,502	$17.49M	1.2%	$293.97 *	$175.54	+51.9%	COM	91324P102
—	United Tech	103,695	$15.53M	1.0%	$149.76	$108.47	—	COM	913017109
XOM	Exxon Mobil	202,148	$14.11M	0.9%	$69.78 *	$55.47	-4.8%	COM	30231G102
CSCO	Cisco Systems Inc	293,244	$14.06M	0.9%	$47.96 *	$22.47	+77.1%	COM	17275R102
LOW	Lowes Companies Inc	108,271	$12.97M	0.9%	$119.76 *	$58.45	+83.6%	COM	548661107
UPS	United Parcel Service Inc Cl B	110,539	$12.94M	0.9%	$117.06 *	$58.20	+58.3%	COM	911312106
USB	U S Bancorp	213,663	$12.67M	0.8%	$59.29 *	$28.02	+63.4%	COM	902973304
—	Maxim Integrated Prod	205,425	$12.64M	0.8%	$61.51	$40.36	—	COM	57772K101
IBM	Intl Business Machines Corp	92,936	$12.46M	0.8%	$134.04 *	$101.13	-2.1%	COM	459200101
AMGN	Amgen Inc	50,257	$12.12M	0.8%	$241.06 *	$120.70	+66.0%	COM	031162100
ADBE	Adobe	36,609	$12.07M	0.8%	$329.81	$153.28	+115.2%	COM	00724F101
SPY	SPDR S&P 500 Trust	37,437	$12.05M	0.8%	$321.87	$257.36	+25.1%	COM	78462F103
VZ	Verizon Communications Inc	191,627	$11.77M	0.8%	$61.40 *	$32.16	+35.6%	COM	92343V104
INTU	Intuit	43,629	$11.43M	0.8%	$261.94 *	$155.30	+62.2%	COM	461202103
HAS	Hasbro Inc	107,797	$11.38M	0.8%	$105.61 *	$68.61	+21.9%	COM	418056107
UNP	Union Pacific Corp	62,818	$11.36M	0.8%	$180.79 *	$98.74	+60.3%	COM	907818108
MCD	McDonalds Corp	56,168	$11.1M	0.7%	$197.60 *	$141.98	+21.1%	COM	580135101
PYPL	PayPal Hldg Inc	100,370	$10.86M	0.7%	$108.17	$49.82	+116.6%	COM	70450Y103
AFL	AFLAC Inc	199,000	$10.53M	0.7%	$52.90 *	$30.28	+51.3%	COM	001055102
MDT	Medtronic Plc	90,307	$10.24M	0.7%	$113.45 *	$59.04	+62.8%	COM	G5960L103
MRK	Merck & Company Inc	111,715	$10.16M	0.7%	$90.95 *	$40.12	+78.9%	COM	58933Y105
CRM	Salesforce.com Inc	62,090	$10.1M	0.7%	$162.63	$98.22	+63.6%	COM	79466L302
PFE	Pfizer Inc	250,489	$9.814M	0.7%	$39.18 *	$18.24	+53.4%	COM	717081103
ETN	Eaton Corp	102,201	$9.68M	0.6%	$94.72 *	$69.65	+22.4%	COM	G29183103
MMM	3M Company	54,188	$9.56M	0.6%	$176.42 *	$109.02	+8.5%	COM	88579Y101
NKE	Nike Inc Cl B	94,097	$9.533M	0.6%	$101.31 *	$53.70	+74.0%	COM	654106103
CL	Colgate-Palmolive Company	136,649	$9.407M	0.6%	$68.84 *	$53.58	+11.6%	COM	194162103
TXN	Texas Instruments	72,408	$9.289M	0.6%	$128.29 *	$32.61	+231.5%	COM	882508104
TJX	TJX Companies	138,600	$8.463M	0.6%	$61.06 *	$43.79	+29.0%	COM	872540109
CVS	CVS Corp	113,471	$8.43M	0.6%	$74.29 *	$55.38	+10.6%	COM	126650100
CME	CME Group	40,817	$8.193M	0.5%	$200.73 *	$81.66	+96.9%	COM	12572Q105
AXP	American Express Co	64,887	$8.078M	0.5%	$124.49 *	$74.07	+54.9%	COM	025816109
SBUX	Starbucks Corp	91,785	$8.07M	0.5%	$87.92 *	$41.48	+85.5%	COM	855244109
—	Yum China Holdings Inc	164,350	$7.89M	0.5%	$48.01	$39.01	—	COM	95580P109
FISV	Fiserv	66,950	$7.741M	0.5%	$115.62	$61.18	+89.0%	COM	337738108
PSX	Phillips 66	68,462	$7.627M	0.5%	$111.40 *	$71.01	+22.5%	COM	718546104
ABT	Abbott Laboratories	87,620	$7.611M	0.5%	$86.86 *	$62.50	+25.0%	COM	002824100
AMZN	Amazon	4,060	$7.502M	0.5%	$1847.78 *	$79.95	+15.6%	COM	023135106
TROW	T Rowe Price Grp Inc	59,680	$7.271M	0.5%	$121.83 *	$63.33	+49.9%	COM	74144T108
SYK	Stryker	34,622	$7.269M	0.5%	$209.95 *	$165.22	+19.2%	COM	863667101
PAYX	Paychex Inc	85,450	$7.268M	0.5%	$85.06 *	$37.84	+88.8%	COM	704326107
COF	Capital One Financial	69,895	$7.193M	0.5%	$102.91 *	$64.53	+43.9%	COM	14040H105
CMCSA	Comcast Corp	158,399	$7.123M	0.5%	$44.97 *	$26.90	+42.2%	COM	20030N101
DE	Deere & Company	40,335	$6.988M	0.5%	$173.25 *	$116.77	+36.7%	COM	244199105
T	AT&T Inc	177,126	$6.922M	0.5%	$39.08 *	$13.02	+48.4%	COM	00206R102
GIS	General Mills	128,781	$6.897M	0.5%	$53.56 *	$35.90	+21.3%	COM	370334104
EMR	Emerson Electric Company	89,534	$6.828M	0.5%	$76.26 *	$50.64	+31.7%	COM	291011104
—	Cerner Corporation	92,520	$6.79M	0.5%	$73.39	$57.90	—	COM	156782104
FTV	Fortive Corp	86,420	$6.602M	0.4%	$76.39 *	$39.94	+17.6%	COM	34959J108
ACN	Accenture Ltd	31,187	$6.567M	0.4%	$210.57 *	$122.82	+57.1%	COM	G1151C101
SCHW	Charles Schwab Corp	135,800	$6.459M	0.4%	$47.56 *	$33.95	+28.9%	COM	808513105
YUM	YUM Brands	63,188	$6.365M	0.4%	$100.73 *	$53.94	+66.9%	COM	988498101
DUK	Duke Energy Hldg	68,013	$6.203M	0.4%	$91.20 *	$59.42	+20.9%	COM	26441C204
ADP	Automatic Data	35,603	$6.07M	0.4%	$170.49 *	$134.23	+11.8%	COM	053015103
ITW	Illinois Tool Works	33,118	$5.949M	0.4%	$179.63 *	$94.88	+64.4%	COM	452308109
BK	Bank of N.Y.	117,330	$5.905M	0.4%	$50.33 *	$41.00	+2.9%	COM	064058100
MET	Metlife Inc	113,501	$5.785M	0.4%	$50.97 *	$34.53	+20.7%	COM	59156R108
STZ	Constellation Brands	30,113	$5.714M	0.4%	$189.75 *	$166.98	+2.9%	COM	21036P108
BRK/B	Berkshire Hathaway Cl B	25,174	$5.702M	0.4%	$226.50	$182.25	+24.3%	COM	084670702
—	Linde PLC	25,810	$5.495M	0.4%	$212.90	$170.22	—	COM	G5494J103
MPC	Marathon Petroleum Corp	89,684	$5.403M	0.4%	$60.24 *	$36.27	+37.8%	COM	56585A102
—	Alphabet Class C	4,000	$5.348M	0.4%	$1337.00	$921.91	—	COM	38259P706
SNY	Sanofi	104,700	$5.256M	0.4%	$50.20	$42.37	+18.5%	COM	80105N105
JD	JD.com Inc ADS	148,000	$5.214M	0.3%	$35.23	$27.96	+26.0%	COM	47215P106
LLY	Lilly Eli & Company	38,625	$5.076M	0.3%	$131.42 *	$78.57	+55.6%	COM	532457108
WSM	Williams-Sonoma	66,050	$4.851M	0.3%	$73.44 *	$25.52	+27.4%	COM	969904101
CBOE	CBOE Holdings Inc	39,810	$4.777M	0.3%	$119.99 *	$98.77	+12.2%	COM	12503M108
BIIB	Biogen Idec	16,079	$4.771M	0.3%	$296.72	$296.25	+0.2%	COM	09062X103
TRV	The Travelers Companies	33,247	$4.553M	0.3%	$136.94 *	$97.28	+23.9%	COM	89417E109
PM	Philip Morris	52,202	$4.442M	0.3%	$85.09 *	$58.99	+6.3%	COM	718172109
HD	Home Depot	19,404	$4.237M	0.3%	$218.36 *	$91.08	+107.4%	COM	437076102
—	Dow Chemical	77,339	$4.233M	0.3%	$54.73	$49.40	—	COM	260543103
SWK	Stanley Black & Decker	24,620	$4.081M	0.3%	$165.76 *	$73.71	+87.2%	COM	854502101
CMI	Cummins	22,758	$4.073M	0.3%	$178.97 *	$124.95	+23.3%	COM	231021106
LULU	Lululemon	16,425	$3.805M	0.3%	$231.66	$165.66	+39.8%	COM	550021109
FDX	FedEx	21,682	$3.279M	0.2%	$151.23 *	$179.44	-24.6%	COM	31428X106
AEP	American Electric Power	34,400	$3.251M	0.2%	$94.51 *	$66.88	+13.9%	COM	025537101
—	Monster Beverage Corp.	49,885	$3.17M	0.2%	$63.55	$63.29	—	COM	611740101
CTVA	Corteva Inc	104,320	$3.084M	0.2%	$29.56 *	$25.61	+7.2%	COM	22052L104
FDS	FactSet Research Systems	11,120	$2.983M	0.2%	$268.26 *	$190.36	+33.1%	COM	303075105
—	Lam Research Corp	10,000	$2.924M	0.2%	$292.40	$292.40	—	COM	512807108
PNC	PNC Finl	17,920	$2.861M	0.2%	$159.65 *	$69.24	+84.8%	COM	693475105
CSX	CSX Corp	39,021	$2.824M	0.2%	$72.37 *	$11.99	+85.6%	COM	126408103
EPD	Enterprise Products Ptrs	100,110	$2.819M	0.2%	$28.16	$29.49	—	COM	293792107
EOG	EOG Resources	33,408	$2.798M	0.2%	$83.75 *	$74.84	-14.7%	COM	26875P101
GS	Goldman Sachs	11,940	$2.745M	0.2%	$229.90 *	$181.18	+10.0%	COM	38141G104
AMT	American Tower REIT	11,245	$2.584M	0.2%	$229.79 *	$91.07	+113.9%	COM	03027X100
BAC	Bank Of America	71,547	$2.52M	0.2%	$35.22 *	$19.38	+56.8%	COM	060505104
ROST	Ross Stores	21,600	$2.515M	0.2%	$116.44 *	$75.22	+45.9%	COM	778296103
EBAY	EBay	68,650	$2.479M	0.2%	$36.11 *	$31.29	+4.3%	COM	278642103
SPG	Simon Property Group	16,305	$2.429M	0.2%	$148.97 *	$111.88	-4.8%	COM	828806109
NEE	NextEra Energy	9,707	$2.351M	0.2%	$242.20 *	$30.89	+69.0%	COM	65339F101
HON	Honeywell	11,066	$1.959M	0.1%	$177.03 *	$87.26	+68.7%	COM	438516106
—	General Electric Company	174,609	$1.949M	0.1%	$11.16	$24.80	—	COM	369604103
WFC	Wells Fargo & Co	35,064	$1.886M	0.1%	$53.79 *	$40.46	+13.9%	COM	949746101
FITB	Fifth Third Bancorp	61,331	$1.885M	0.1%	$30.73 *	$12.69	+90.8%	COM	316773100
VFC	V F Corp	18,700	$1.864M	0.1%	$99.68	$79.90	+24.7%	COM	918204108
PEP	PepsiCo	13,206	$1.805M	0.1%	$136.68 *	$74.29	+53.2%	COM	713448108
PLD	ProLogis Inc	19,800	$1.765M	0.1%	$89.14 *	$68.91	+9.6%	COM	74340W103
—	DuPont De Nemours & Co	26,913	$1.728M	0.1%	$64.21	$74.54	—	COM	263534109
COP	ConocoPhillips	24,940	$1.622M	0.1%	$65.04 *	$47.16	+10.7%	COM	20825C104
BHC	Bausch Health Companies Inc	47,800	$1.43M	0.1%	$29.92	$22.91	+30.6%	COM	071734107
MA	Mastercard	4,710	$1.406M	0.1%	$298.51 *	$203.73	+41.7%	COM	57636Q104
—	GlaxoSmithkline	27,100	$1.273M	0.1%	$46.97	$39.95	—	COM	37733W105
KLAC	KLA Tencor	7,100	$1.265M	0.1%	$178.17 *	$94.63	+75.2%	COM	482480100
MDLZ	Mondelez Intl	21,641	$1.192M	0.1%	$55.08 *	$33.73	+40.8%	COM	609207105
MO	Altria Group	23,828	$1.189M	0.1%	$49.90 *	$27.02	+14.5%	COM	02209S103
ORCL	Oracle Corp	21,835	$1.157M	0.1%	$52.99 *	$35.27	+37.7%	COM	68389X105
NSC	Norfolk Southern	5,894	$1.144M	0.1%	$194.10 *	$67.53	+154.2%	COM	655844108
ABBV	AbbVie Inc	11,700	$1.036M	0.1%	$88.55 *	$53.39	+29.3%	COM	00287Y109
MS	Morgan Stanley Group	19,700	$1.007M	0.1%	$51.12 *	$41.43	+2.1%	COM	617446448
—	Discover Financial Service	11,026	$935K	0.1%	$84.80	$71.94	—	COM	254709108
QCOM	Qualcomm Inc	9,860	$870K	0.1%	$88.24 *	$47.62	+62.2%	COM	747525103
BP	BP PLC	21,416	$808K	0.1%	$37.73	$36.72	+2.8%	COM	055622104
D	Dominion Energy	9,698	$803K	0.1%	$82.80 *	$46.49	+37.2%	COM	25746U109
GILD	Gilead Sciences	11,400	$741K	0.0%	$65.00 *	$58.67	-12.2%	COM	375558103
—	Ingersoll-Rand PLC	5,000	$665K	0.0%	$133.00	$83.42	—	COM	G47791101
DLTR	Dollar Tree Inc	6,800	$640K	0.0%	$94.12	$84.46	+11.4%	COM	256746108
BA	Boeing	1,855	$604K	0.0%	$325.61	$188.60	+71.7%	COM	097023105
BABA	Alibaba Group Holding	2,825	$599K	0.0%	$212.04	$101.77	+108.4%	COM	01609W102
IFF	Intl Flavors & Frag	4,486	$579K	0.0%	$129.07 *	$114.56	-4.1%	COM	459506101
NVS	Novartis AG	6,076	$575K	0.0%	$94.63	$83.40	+13.5%	COM	66987V109
FULT	Fulton Financial	32,600	$568K	0.0%	$17.42 *	$12.48	+8.0%	COM	360271100
FSLR	First Solar Inc	9,300	$520K	0.0%	$55.91	$49.82	+12.3%	COM	336433107
GLW	Corning	16,700	$486K	0.0%	$29.10 *	$27.05	-9.1%	COM	219350105
SLB	Schlumberger Ltd	11,946	$480K	0.0%	$40.18 *	$58.17	-40.0%	COM	806857108
LMT	Lockheed Martin	1,200	$467K	0.0%	$389.17 *	$212.09	+56.0%	COM	539830109
BOH	Bank of Hawaii	4,587	$436K	0.0%	$95.05 *	$49.30	+50.0%	COM	062540109
SO	Southern Co	6,720	$428K	0.0%	$63.69 *	$36.52	+38.4%	COM	842587107
PRGS	Progress Software	10,230	$425K	0.0%	$41.54	$26.46	+57.0%	COM	743312100
DEO	Diageo PLC	2,500	$421K	0.0%	$168.40	$140.66	+19.7%	COM	25243Q205
—	Ford Motor	44,935	$418K	0.0%	$9.30	$15.06	—	COM	345370100
FAST	Fastenal Company	10,700	$395K	0.0%	$36.92 *	$11.03	+43.7%	COM	311900104
LDOS	Leidos Holdings, Inc.	4,000	$392K	0.0%	$98.00 *	$58.80	+53.7%	COM	525327102
KMI	Kinder Morgan	18,447	$391K	0.0%	$21.20 *	$11.08	+33.2%	COM	49456B101
—	Allergan	2,000	$382K	0.0%	$191.00	$133.50	—	COM	018490102
DBX	Dropbox Inc	21,150	$379K	0.0%	$17.92	$18.84	-4.9%	COM	26210C104
SEE	Sealed Air	9,200	$366K	0.0%	$39.78 *	$37.03	-3.8%	COM	81211K100
—	Chubb Limited	2,335	$363K	0.0%	$155.46	$155.46	—	COM	171232101
—	W R Grace & Co	5,000	$349K	0.0%	$69.80	$98.94	—	COM	38388F108
NOC	Northrop Grumman Corp	1,000	$344K	0.0%	$344.00 *	$220.75	+41.1%	COM	666807102
COST	Costco Wholesale Corp	1,170	$344K	0.0%	$294.02 *	$125.87	+113.5%	COM	22160K105
—	Iron Mountain	10,201	$325K	0.0%	$31.86	$35.66	—	COM	462846106
NYT	The New York Times Company	10,000	$322K	0.0%	$32.20 *	$29.73	+2.2%	COM	650111107
KMB	Kimberly-Clark	2,300	$316K	0.0%	$137.39 *	$78.01	+42.6%	COM	494368103
SAIC	Science Applications Intl Corp	3,500	$305K	0.0%	$87.14	$75.45	+15.3%	COM	808625107
NFLX	Netflix	900	$291K	0.0%	$323.33 *	$31.29	+3.4%	COM	64110L106
MAR	Marriott Intl New Class A	1,900	$288K	0.0%	$151.58 *	$64.65	+125.0%	COM	571903202
TREX	Trex Company Inc	3,200	$288K	0.0%	$90.00 *	$33.89	+32.6%	COM	89531P105
—	Cigna	1,400	$286K	0.0%	$204.29	$76.42	—	COM	125509109
MCHP	Microchip	2,725	$285K	0.0%	$104.59 *	$22.41	+108.4%	COM	595017104
JCI	Johnson Controls Inc	6,960	$283K	0.0%	$40.66 *	$29.59	+21.6%	COM	G51502105
FE	First Energy	5,283	$257K	0.0%	$48.65 *	$32.71	+15.6%	COM	337932107
NVO	Novo Nordisk ADR	4,200	$243K	0.0%	$57.86	$45.19	+28.1%	COM	670100205
MU	Micron Technology	4,490	$241K	0.0%	$53.67 *	$46.59	+12.6%	COM	595112103
WWD	Woodward Governor Co	2,000	$237K	0.0%	$118.50 *	$102.73	+11.0%	COM	980745103
FBIN	Fortune Brands Home & Sec	3,200	$209K	0.0%	$65.31 *	$47.96	+6.4%	COM	34964C106
—	Intercontinental Exchange	2,200	$204K	0.0%	$92.73	$89.45	—	COM	45865V100
—	Canadian Pacific LTD	800	$204K	0.0%	$255.00	$255.00	—	COM	13645T100
—	Royal Dutch Shell	3,400	$201K	0.0%	$59.12	$59.12	—	COM	780259206
SFM	Sprouts Farmers Market, Inc.	10,000	$193K	0.0%	$19.30	$25.59	-24.4%	COM	85208M102
—	UBS AG	10,000	$126K	0.0%	$12.60	$13.71	—	COM	H89231388
—	Southwestern Energy	11,100	$27,000	0.0%	$2.43	$23.22	—	COM	845467109
SHMP	NaturalShrimp Inc	40,000	$4,000	0.0%	$0.10	$0.11	-1.1%	COM	63902N106
QMDT	Quick-Med Technologics	100,577	$0	0.0%	$0.00	$0.01	-48.7%	COM	74837Q106