Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NEM	Newmont Mining	334,100	$13.07M	4.4%	$20.70	+25.6%	COM	651639106
MRK	Merck	206,254	$11.88M	4.0%	$30.30	+30.3%	COM	58933Y105
PG	Procter & Gamble	122,298	$10.36M	3.5%	$55.29	+14.5%	COM	742718109
SYY	Sysco	202,375	$10.27M	3.5%	$24.68	+52.7%	COM	871829107
IFF	International Flavors & Fragra	80,592	$10.16M	3.4%	$58.18	+67.5%	COM	459506101
JNJ	Johnson & Johnson	80,530	$9.768M	3.3%	$61.21	+42.2%	COM	478160104
MMM	3M	55,118	$9.652M	3.3%	$61.72	+66.0%	COM	88579Y101
INTC	Intel	289,627	$9.5M	3.2%	$17.48	+43.7%	COM	458140100
PFE	Pfizer	255,340	$8.991M	3.0%	$16.67	+26.3%	COM	717081103
—	Dow Chemical	173,095	$8.605M	2.9%	$34.13	—	COM	260543103
GIS	General Mills	119,590	$8.529M	2.9%	$32.45	+40.1%	COM	370334104
BP	BP P.L.C.	229,642	$8.155M	2.8%	$39.98	—	COM	055622104
NTRS	Northern Trust	121,850	$8.074M	2.7%	$41.10	+30.1%	COM	665859104
ADP	Automatic Data Processing	86,131	$7.913M	2.7%	$45.39	+58.1%	COM	053015103
—	Express Scripts	103,187	$7.822M	2.6%	$66.15	—	COM	30219g108
—	Novartis AG (ADR)	94,150	$7.768M	2.6%	$71.46	—	COM	66987v109
SLB	Schlumberger Ltd	96,400	$7.623M	2.6%	$56.06	+3.9%	COM	806857108
UPS	United Parcel Service	70,450	$7.589M	2.6%	$56.13	+30.2%	COM	911312106
HSY	Hershey Foods	63,018	$7.152M	2.4%	$65.81	+13.1%	COM	427866108
—	Linear Technology	150,035	$6.981M	2.4%	$38.22	—	COM	535678106
CLX	Clorox	49,588	$6.862M	2.3%	$60.00	+64.5%	COM	189054109
PEP	PepsiCo	62,147	$6.584M	2.2%	$56.10	+37.4%	COM	713448108
—	Chubb Limited	50,148	$6.555M	2.2%	$132.64	—	COM	h1467j104
ACN	Accenture	56,265	$6.374M	2.2%	$63.81	+56.5%	COM	G1151C101
FFIV	F5 Networks	55,160	$6.279M	2.1%	$90.17	+19.2%	COM	315616102
T	AT&T	140,270	$6.061M	2.1%	$11.29	+33.9%	COM	00206R102
CL	Colgate Palmolive	74,750	$5.472M	1.9%	$44.38	+28.2%	COM	194162103
EMR	Emerson Electric	102,740	$5.359M	1.8%	$40.80	+1.8%	COM	291011104
MDT	Medtronic PLC	61,448	$5.332M	1.8%	$58.10	+9.3%	COM	G5960L103
XOM	Exxon Mobil	52,362	$4.908M	1.7%	$55.07	+5.1%	COM	30231G102
—	Walgreens Boots Alliance	54,345	$4.525M	1.5%	$76.43	—	COM	931427108
TRMB	Trimble Navigation	174,925	$4.261M	1.4%	$26.04	-3.9%	COM	896239100
—	American Tower	35,700	$4.056M	1.4%	$73.17	—	COM	03027x100
—	General Electric	125,933	$3.964M	1.3%	$23.82	—	COM	369604103
IBM	International Business Machine	17,295	$2.625M	0.9%	$114.23	-16.7%	COM	459200101
CSCO	Cisco Systems	72,970	$2.094M	0.7%	$15.36	+35.8%	COM	17275R102
—	Aspen Technology, Inc	49,250	$1.982M	0.7%	$36.34	—	COM	045327103
VZ	Verizon	35,394	$1.976M	0.7%	$26.36	+19.4%	COM	92343V104
STT	State Street	36,180	$1.951M	0.7%	$50.16	-10.0%	COM	857477103
KO	Coca Cola	42,150	$1.911M	0.6%	$27.41	+21.6%	COM	191216100
DIS	Walt Disney	18,500	$1.81M	0.6%	$68.95	+33.7%	COM	254687106
—	United Technologies	14,975	$1.536M	0.5%	$111.52	—	COM	913017109
—	DuPont	23,361	$1.514M	0.5%	$58.34	—	COM	263534109
—	Comcast Corp	22,100	$1.441M	0.5%	$56.44	—	COM	20030n101
—	NextEra Energy, Inc.	9,745	$1.271M	0.4%	$88.57	—	COM	65339f101
FAST	Fastenal	28,300	$1.256M	0.4%	$7.88	+12.5%	COM	311900104
—	National Grid	15,000	$1.115M	0.4%	$68.73	—	COM	636274300
UNP	Union Pacific	11,975	$1.045M	0.4%	$64.66	+5.5%	COM	907818108
JPM	J.P. Morgan Chase	16,626	$1.033M	0.3%	$37.31	+29.5%	COM	46625H100
—	Time Warner Inc.	11,999	$882K	0.3%	$65.34	—	COM	887317303
—	FEI Company	8,050	$860K	0.3%	$85.93	—	COM	30241l109
—	Urstadt Biddle Properties Inc	31,950	$792K	0.3%	$20.16	—	COM	917286205
HD	Home Depot	6,103	$779K	0.3%	$60.97	+72.2%	COM	437076102
HIG	Hartford Financial	17,348	$770K	0.3%	$22.20	+63.3%	COM	416515104
PSX	Phillips 66	9,644	$765K	0.3%	$40.44	+40.2%	COM	718546104
—	Questar	28,360	$719K	0.2%	$23.84	—	COM	748356102
—	Ansys Inc.	7,725	$701K	0.2%	$90.74	—	COM	03662q105
MRSH	Marsh & McLennan	10,000	$685K	0.2%	$38.81	+40.9%	COM	571748102
BRK/A	Berkshire Hathaway Class A (3	300	$651K	0.2%	$175515.22	+22.2%	COM	084670108
—	Duke Energy	7,486	$642K	0.2%	$67.48	—	COM	26441c105
AMGN	Amgen	4,075	$620K	0.2%	$87.33	+33.6%	COM	031162100
CVX	Chevron	5,365	$562K	0.2%	$68.22	-2.1%	COM	166764100
MSFT	Microsoft	10,700	$548K	0.2%	$26.70	+72.2%	COM	594918104
—	Kellogg Company	6,567	$536K	0.2%	$37.53	+35.7%	COM	487836108
—	Bankwell Financial	22,165	$489K	0.2%	$18.95	—	COM	06654a103
BMY	Bristol Myers Squibb	5,867	$432K	0.1%	$33.57	+50.4%	COM	110122108
COP	ConocoPhillips	9,152	$399K	0.1%	$39.96	-17.9%	COM	20825C104
WY	Weyerhaeuser	12,800	$381K	0.1%	$18.15	+16.3%	COM	962166104
—	Staples	44,000	$379K	0.1%	$15.89	—	COM	855030102
ORCL	Oracle	8,500	$348K	0.1%	$32.91	+5.1%	COM	68389X105
CHTR	Charter Communications	1,473	$337K	0.1%	$214.89	0.0%	COM	16119P108
LLY	Eli Lilly	3,740	$295K	0.1%	$42.21	+51.8%	COM	532457108
—	Royal DutchShell Class A ADR	4,906	$271K	0.1%	$63.82	—	COM	780259206
SHW	Sherwin Williams	900	$264K	0.1%	$53.48	+66.7%	COM	824348106
—	Allergan	1,115	$258K	0.1%	$300.61	—	COM	G0177J108