Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MRK	Merck	210,779	$13.39M	4.3%	$30.72	+49.9%	COM	58933Y105
NEM	Newmont Mining	354,600	$11.69M	3.7%	$21.07	+30.7%	COM	651639106
—	Dow Chemical	176,770	$11.23M	3.6%	$34.79	—	COM	260543103
NTRS	Northern Trust	127,925	$11.08M	3.5%	$42.00	+61.4%	COM	665859104
PG	Procter & Gamble	120,986	$10.87M	3.5%	$55.29	+26.7%	COM	742718109
INTC	Intel	300,117	$10.82M	3.5%	$17.86	+66.2%	COM	458140100
IFF	International Flavors & Fragra	80,660	$10.69M	3.4%	$59.88	+64.0%	COM	459506101
SYY	Sysco	204,275	$10.61M	3.4%	$25.36	+65.8%	COM	871829107
JNJ	Johnson & Johnson	83,209	$10.36M	3.3%	$62.53	+49.4%	COM	478160104
MMM	3M	53,643	$10.26M	3.3%	$61.72	+84.1%	COM	88579Y101
PFE	Pfizer	273,678	$9.363M	3.0%	$16.91	+26.6%	COM	717081103
BP	BP P.L.C.	254,068	$8.77M	2.8%	$39.54	—	COM	055622104
—	Novartis AG (ADR)	117,090	$8.696M	2.8%	$71.85	—	COM	66987v109
ADP	Automatic Data Processing	84,256	$8.627M	2.8%	$45.39	+86.0%	COM	053015103
SLB	Schlumberger Ltd	102,285	$7.988M	2.6%	$56.37	+12.4%	COM	806857108
FFIV	F5 Networks	55,710	$7.943M	2.5%	$90.92	+56.9%	COM	315616102
—	Express Scripts	118,336	$7.8M	2.5%	$66.28	—	COM	30219g108
UPS	United Parcel Service	71,675	$7.691M	2.5%	$56.69	+38.2%	COM	911312106
GIS	General Mills	127,150	$7.503M	2.4%	$33.49	+33.2%	COM	370334104
MDT	Medtronic PLC	90,250	$7.271M	2.3%	$59.46	+4.9%	COM	G5960L103
PEP	PepsiCo	64,097	$7.17M	2.3%	$56.94	+43.9%	COM	713448108
—	Chubb Limited	50,806	$6.922M	2.2%	$132.63	—	COM	h1467j104
HSY	Hershey Foods	62,128	$6.787M	2.2%	$65.81	+31.9%	COM	427866108
CLX	Clorox	49,853	$6.722M	2.2%	$60.90	+65.0%	COM	189054109
EMR	Emerson Electric	111,990	$6.704M	2.1%	$40.95	+17.1%	COM	291011104
ACN	Accenture	55,406	$6.642M	2.1%	$63.81	+63.0%	COM	G1151C101
TRMB	Trimble	182,125	$5.83M	1.9%	$26.14	+18.3%	COM	896239100
T	AT&T	134,652	$5.595M	1.8%	$11.29	+48.3%	COM	00206R102
CL	Colgate Palmolive	73,900	$5.409M	1.7%	$44.38	+28.1%	COM	194162103
—	Walgreens Boots Alliance	59,145	$4.912M	1.6%	$76.99	—	COM	931427108
XOM	Exxon Mobil	56,870	$4.664M	1.5%	$55.34	+1.4%	COM	30231G102
—	American Tower	35,550	$4.321M	1.4%	$73.17	—	COM	03027x100
—	General Electric	135,098	$4.026M	1.3%	$24.44	—	COM	369604103
—	Aspen Technology, Inc	49,850	$2.937M	0.9%	$36.46	—	COM	045327103
CSCO	Cisco Systems	85,570	$2.892M	0.9%	$16.51	+49.8%	COM	17275R102
IBM	International Business Machine	15,555	$2.709M	0.9%	$114.23	+0.1%	COM	459200101
STT	State Street	32,100	$2.555M	0.8%	$50.16	+21.5%	COM	857477103
FAST	Fastenal	36,775	$1.894M	0.6%	$8.03	+23.7%	COM	311900104
—	DuPont	23,361	$1.877M	0.6%	$58.34	—	COM	263534109
DIS	Walt Disney	15,576	$1.766M	0.6%	$68.95	+49.4%	COM	254687106
KO	Coca Cola	40,850	$1.734M	0.6%	$27.41	+15.0%	COM	191216100
—	United Technologies	14,975	$1.68M	0.5%	$111.52	—	COM	913017109
VZ	Verizon	34,244	$1.669M	0.5%	$26.36	+19.3%	COM	92343V104
—	Comcast Corp	40,000	$1.504M	0.5%	$48.01	—	COM	20030n101
—	Ansys Inc.	12,530	$1.339M	0.4%	$91.63	—	COM	03662q105
UNP	Union Pacific	11,875	$1.258M	0.4%	$64.66	+35.5%	COM	907818108
—	NextEra Energy, Inc.	9,545	$1.225M	0.4%	$88.57	—	COM	65339f101
JPM	J.P. Morgan Chase	13,850	$1.217M	0.4%	$37.31	+86.8%	COM	46625H100
—	Red Hat Inc.	11,935	$1.032M	0.3%	$74.78	—	COM	756577102
—	Time Warner Inc.	10,000	$977K	0.3%	$65.34	—	COM	887317303
—	National Grid	15,000	$952K	0.3%	$68.73	—	COM	636274300
HD	Home Depot	6,103	$896K	0.3%	$60.97	+87.6%	COM	437076102
—	Cerner Corp	15,225	$896K	0.3%	$49.06	—	COM	156782104
PSX	Phillips 66	9,644	$764K	0.2%	$40.44	+41.6%	COM	718546104
—	Bankwell Financial	22,165	$762K	0.2%	$18.95	—	COM	06654a103
BRK/A	Berkshire Hathaway Class A (3	300	$750K	0.2%	$175515.22	+42.9%	COM	084670108
MRSH	Marsh & McLennan	10,000	$739K	0.2%	$38.81	+59.1%	COM	571748102
AMGN	Amgen	4,225	$693K	0.2%	$88.44	+43.8%	COM	031162100
MSFT	Microsoft	10,200	$672K	0.2%	$26.70	+116.6%	COM	594918104
—	Urstadt Biddle Properties Inc	31,950	$657K	0.2%	$20.16	—	COM	917286205
—	Duke Energy	7,486	$614K	0.2%	$67.48	—	COM	26441c105
CVX	Chevron	5,265	$565K	0.2%	$68.22	+12.5%	COM	166764100
HIG	Hartford Financial	10,400	$500K	0.2%	$22.20	+79.7%	COM	416515104
—	Kellogg Company	6,567	$477K	0.2%	$37.53	+33.4%	COM	487836108
COP	ConocoPhillips	9,152	$456K	0.1%	$39.96	-8.5%	COM	20825C104
WY	Weyerhaeuser	12,800	$435K	0.1%	$18.15	+26.9%	COM	962166104
APD	Air Products	3,200	$433K	0.1%	$111.62	+1.4%	COM	009158106
—	Staples	42,000	$368K	0.1%	$15.89	—	COM	855030102
ORCL	Oracle	8,000	$357K	0.1%	$32.91	+10.9%	COM	68389X105
—	Royal DutchShell Class A ADR	4,906	$259K	0.1%	$63.82	—	COM	780259206
SHW	Sherwin Williams	800	$248K	0.1%	$53.48	+73.9%	COM	824348106
NSC	Norfolk Southern	2,200	$246K	0.1%	$75.16	+30.1%	COM	655844108
LLY	Eli Lilly	2,840	$239K	0.1%	$42.21	+64.7%	COM	532457108
BMY	Bristol Myers Squibb	4,317	$235K	0.1%	$33.57	+18.9%	COM	110122108
—	Allergan	900	$215K	0.1%	$300.61	—	COM	G0177J108