Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	DowDuPont	204,637	$14.17M	4.3%	$69.23	—	COM	26078j100
MRK	Merck	213,829	$13.69M	4.2%	$30.72	+52.0%	COM	58933Y105
NEM	Newmont Mining	358,235	$13.44M	4.1%	$21.07	+36.3%	COM	651639106
INTC	Intel	307,652	$11.71M	3.6%	$18.14	+63.1%	COM	458140100
NTRS	Northern Trust	127,055	$11.68M	3.6%	$42.00	+69.1%	COM	665859104
SYY	Sysco	203,515	$10.98M	3.3%	$25.36	+64.9%	COM	871829107
PG	Procter & Gamble	119,534	$10.88M	3.3%	$55.29	+32.1%	COM	742718109
IFF	International Flavors & Fragra	75,660	$10.81M	3.3%	$59.88	+84.9%	COM	459506101
JNJ	Johnson & Johnson	81,851	$10.64M	3.2%	$62.53	+67.9%	COM	478160104
MMM	3M	49,678	$10.43M	3.2%	$61.72	+110.4%	COM	88579Y101
—	Novartis AG (ADR)	117,690	$10.1M	3.1%	$71.85	—	COM	66987v109
BP	BP P.L.C.	262,708	$10.1M	3.1%	$39.51	—	COM	055622104
PFE	Pfizer	272,042	$9.712M	3.0%	$16.91	+31.6%	COM	717081103
ADP	Automatic Data Processing	81,876	$8.951M	2.7%	$45.39	+97.4%	COM	053015103
UPS	United Parcel Service	71,675	$8.607M	2.6%	$56.69	+46.2%	COM	911312106
SLB	Schlumberger Ltd	115,385	$8.049M	2.4%	$56.17	-7.6%	COM	806857108
—	Express Scripts	119,686	$7.579M	2.3%	$66.28	—	COM	30219g108
GIS	General Mills	144,875	$7.499M	2.3%	$34.46	+18.1%	COM	370334104
MDT	Medtronic PLC	94,150	$7.322M	2.2%	$59.79	+12.0%	COM	G5960L103
EMR	Emerson Electric	114,440	$7.191M	2.2%	$41.11	+19.8%	COM	291011104
ACN	Accenture	53,015	$7.161M	2.2%	$63.81	+79.7%	COM	G1151C101
—	Chubb Limited	50,018	$7.13M	2.2%	$132.63	—	COM	h1467j104
PEP	PepsiCo	63,497	$7.075M	2.2%	$56.94	+57.0%	COM	713448108
TRMB	Trimble	178,475	$7.005M	2.1%	$26.14	+45.5%	COM	896239100
FFIV	F5 Networks	57,760	$6.964M	2.1%	$92.21	+30.9%	COM	315616102
HSY	Hershey Foods	59,478	$6.493M	2.0%	$65.81	+32.5%	COM	427866108
CLX	Clorox	41,448	$5.467M	1.7%	$60.90	+73.3%	COM	189054109
CL	Colgate Palmolive	68,050	$4.957M	1.5%	$44.38	+33.4%	COM	194162103
FAST	Fastenal	107,675	$4.908M	1.5%	$8.51	+1.9%	COM	311900104
—	American Tower	35,200	$4.811M	1.5%	$73.17	—	COM	03027x100
XOM	Exxon Mobil	57,220	$4.691M	1.4%	$55.34	-1.8%	COM	30231G102
—	Walgreens Boots Alliance	59,295	$4.579M	1.4%	$76.99	—	COM	931427108
T	AT&T	111,149	$4.354M	1.3%	$11.29	+38.3%	COM	00206R102
—	General Electric	131,178	$3.172M	1.0%	$24.44	—	COM	369604103
—	LogMeIn Inc.	28,685	$3.157M	1.0%	$107.53	—	COM	54142l109
—	Aspen Technology, Inc	49,550	$3.112M	0.9%	$36.46	—	COM	045327103
STT	State Street	30,100	$2.876M	0.9%	$50.16	+43.9%	COM	857477103
CSCO	Cisco Systems	85,021	$2.859M	0.9%	$16.51	+49.7%	COM	17275R102
WY	Weyerhaeuser	80,050	$2.724M	0.8%	$22.78	+3.9%	COM	962166104
IBM	International Business Machine	14,240	$2.066M	0.6%	$114.23	-15.2%	COM	459200101
KO	Coca Cola	40,000	$1.8M	0.5%	$27.41	+27.5%	COM	191216100
—	United Technologies	14,975	$1.738M	0.5%	$111.52	—	COM	913017109
VZ	Verizon	33,894	$1.677M	0.5%	$26.36	+14.7%	COM	92343V104
—	Comcast Corp	40,000	$1.539M	0.5%	$48.01	—	COM	20030n101
—	Ansys Inc.	12,530	$1.538M	0.5%	$91.63	—	COM	03662q105
DIS	Walt Disney	14,450	$1.424M	0.4%	$68.95	+40.6%	COM	254687106
—	NextEra Energy, Inc.	9,445	$1.384M	0.4%	$88.57	—	COM	65339f101
UNP	Union Pacific	11,875	$1.377M	0.4%	$64.66	+37.8%	COM	907818108
—	Red Hat Inc.	11,935	$1.323M	0.4%	$74.78	—	COM	756577102
JPM	J.P. Morgan Chase	13,150	$1.256M	0.4%	$37.31	+97.4%	COM	46625H100
—	Cerner Corp	15,225	$1.086M	0.3%	$49.06	—	COM	156782104
—	Time Warner Inc.	10,000	$1.024M	0.3%	$65.34	—	COM	887317303
HD	Home Depot	6,103	$998K	0.3%	$60.97	+105.3%	COM	437076102
PSX	Phillips 66	9,663	$885K	0.3%	$40.44	+51.5%	COM	718546104
—	National Grid	13,750	$862K	0.3%	$68.73	—	COM	636274300
MRSH	Marsh & McLennan	10,000	$838K	0.3%	$38.81	+78.3%	COM	571748102
BRK/A	Berkshire Hathaway Class A (3	300	$824K	0.3%	$175515.22	+51.2%	COM	084670108
—	Bankwell Financial	22,165	$819K	0.2%	$18.95	—	COM	06654a103
AMGN	Amgen	4,275	$797K	0.2%	$88.88	+54.7%	COM	031162100
MSFT	Microsoft	10,495	$782K	0.2%	$28.21	+136.4%	COM	594918104
—	Urstadt Biddle Properties Inc	31,950	$693K	0.2%	$20.16	—	COM	917286205
—	Duke Energy	7,486	$628K	0.2%	$67.48	—	COM	26441c105
HIG	Hartford Financial	10,400	$576K	0.2%	$22.20	+103.7%	COM	416515104
CVX	Chevron	4,815	$566K	0.2%	$68.22	+11.7%	COM	166764100
COP	ConocoPhillips	9,152	$458K	0.1%	$39.96	-13.8%	COM	20825C104
—	Kellogg Company	6,493	$405K	0.1%	$37.53	+23.9%	COM	487836108
ORCL	Oracle	7,200	$348K	0.1%	$32.91	+33.5%	COM	68389X105
APD	Air Products	2,294	$347K	0.1%	$111.62	+6.8%	COM	009158106
—	Royal DutchShell Class A ADR	4,906	$297K	0.1%	$63.82	—	COM	780259206
NSC	Norfolk Southern	2,200	$291K	0.1%	$75.16	+36.7%	COM	655844108
SHW	Sherwin Williams	800	$286K	0.1%	$53.48	+99.1%	COM	824348106
BMY	Bristol Myers Squibb	4,261	$272K	0.1%	$34.12	+26.4%	COM	110122108
LLY	Eli Lilly	2,840	$243K	0.1%	$42.21	+70.9%	COM	532457108
MANH	Manhattan Associates	5,100	$212K	0.1%	$43.78	0.0%	COM	562750109