Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	DowDuPont	200,537	$14.28M	4.3%	$69.23	—	COM	26078j100
INTC	Intel	299,935	$13.85M	4.1%	$18.14	+101.4%	COM	458140100
NEM	Newmont Mining	356,735	$13.38M	4.0%	$21.07	+38.3%	COM	651639106
NTRS	Northern Trust	124,605	$12.45M	3.7%	$42.00	+79.2%	COM	665859104
SYY	Sysco	199,475	$12.11M	3.6%	$25.36	+80.6%	COM	871829107
MRK	Merck	214,665	$12.08M	3.6%	$30.72	+40.0%	COM	58933Y105
MMM	3M	47,928	$11.28M	3.4%	$61.72	+134.9%	COM	88579Y101
IFF	International Flavors & Fragra	72,852	$11.12M	3.3%	$59.88	+103.5%	COM	459506101
JNJ	Johnson & Johnson	79,054	$11.04M	3.3%	$62.53	+77.5%	COM	478160104
BP	BP PLC	262,258	$11.02M	3.3%	$39.51	—	COM	055622104
PG	Procter & Gamble	116,719	$10.72M	3.2%	$55.29	+31.4%	COM	742718109
—	Novartis AG (ADR)	116,210	$9.757M	2.9%	$71.85	—	COM	66987v109
PFE	Pfizer	264,114	$9.566M	2.9%	$16.91	+40.8%	COM	717081103
ADP	Automatic Data Processing	79,851	$9.358M	2.8%	$45.39	+111.9%	COM	053015103
GIS	General Mills	148,350	$8.796M	2.6%	$34.60	+17.2%	COM	370334104
SLB	Schlumberger	124,770	$8.408M	2.5%	$55.79	-8.2%	COM	806857108
UPS	United Parcel Service	69,775	$8.314M	2.5%	$56.69	+52.2%	COM	911312106
EMR	Emerson Electric	113,640	$7.92M	2.4%	$41.11	+29.6%	COM	291011104
ACN	Accenture	50,365	$7.71M	2.3%	$63.81	+101.5%	COM	G1151C101
MDT	Medtronic PLC	94,545	$7.635M	2.3%	$59.79	+8.7%	COM	G5960L103
FFIV	F5 Networks	57,685	$7.569M	2.3%	$92.21	+34.7%	COM	315616102
PEP	PepsiCo	61,797	$7.411M	2.2%	$56.94	+56.3%	COM	713448108
—	Chubb Limited	50,327	$7.354M	2.2%	$132.63	—	COM	h1467j104
TRMB	Trimble	174,375	$7.087M	2.1%	$26.14	+56.8%	COM	896239100
HSY	Hershey Foods	58,178	$6.604M	2.0%	$65.81	+37.7%	COM	427866108
CLX	Clorox	40,848	$6.076M	1.8%	$60.90	+76.5%	COM	189054109
FAST	Fastenal	106,125	$5.804M	1.7%	$8.51	+17.9%	COM	311900104
CL	Colgate Palmolive	66,150	$4.991M	1.5%	$44.38	+35.8%	COM	194162103
XOM	Exxon Mobil	57,820	$4.836M	1.4%	$55.36	+3.2%	COM	30231G102
—	American Tower	31,675	$4.519M	1.3%	$73.17	—	COM	03027x100
—	Walgreens Boots Alliance	56,145	$4.077M	1.2%	$76.99	—	COM	931427108
T	AT&T	100,924	$3.924M	1.2%	$11.29	+35.1%	COM	00206R102
—	LogMeIn	30,475	$3.489M	1.0%	$107.94	—	COM	54142l109
—	Aspen Technology	49,050	$3.247M	1.0%	$36.46	—	COM	045327103
CSCO	Cisco Systems	81,721	$3.13M	0.9%	$16.51	+69.4%	COM	17275R102
WY	Weyerhaeuser	87,500	$3.085M	0.9%	$23.03	+11.8%	COM	962166104
STT	State Street	30,100	$2.938M	0.9%	$50.16	+48.4%	COM	857477103
—	General Electric	124,778	$2.177M	0.6%	$24.44	—	COM	369604103
IBM	International Business Machine	13,657	$2.095M	0.6%	$114.23	-10.6%	COM	459200101
—	United Technologies	14,975	$1.91M	0.6%	$111.52	—	COM	913017109
WMB	Williams Cos	61,300	$1.869M	0.6%	$18.59	0.0%	COM	969457100
—	Ansys Inc.	12,530	$1.849M	0.6%	$91.63	—	COM	03662q105
—	Express Scripts	24,111	$1.8M	0.5%	$66.28	—	COM	30219g108
KO	Coca Cola	38,400	$1.762M	0.5%	$27.41	+30.0%	COM	191216100
VZ	Verizon	33,194	$1.757M	0.5%	$26.36	+21.3%	COM	92343V104
—	Comcast Corp	40,000	$1.602M	0.5%	$48.01	—	COM	20030n101
UNP	Union Pacific	11,875	$1.592M	0.5%	$64.66	+55.9%	COM	907818108
DIS	Walt Disney	13,950	$1.5M	0.4%	$68.95	+41.1%	COM	254687106
—	NextEra Energy	9,445	$1.475M	0.4%	$88.57	—	COM	65339f101
—	Red Hat	11,885	$1.427M	0.4%	$74.78	—	COM	756577102
—	Cerner Corp	16,225	$1.093M	0.3%	$50.18	—	COM	156782104
HD	Home Depot	5,650	$1.071M	0.3%	$60.97	+132.4%	COM	437076102
PSX	Phillips 66	9,063	$917K	0.3%	$40.44	+71.3%	COM	718546104
—	Time Warner	10,000	$915K	0.3%	$65.34	—	COM	887317303
BRK/A	Berkshire Hathaway Class A (3	300	$893K	0.3%	$175515.22	+62.3%	COM	084670108
JPM	J.P. Morgan Chase	7,750	$829K	0.2%	$37.31	+118.0%	COM	46625H100
MRSH	Marsh & McLennan	10,000	$814K	0.2%	$38.81	+87.8%	COM	571748102
—	National Grid	13,750	$809K	0.2%	$68.73	—	COM	636274300
—	Bankwell Financial	22,165	$761K	0.2%	$18.95	—	COM	06654a103
AMGN	Amgen	4,000	$696K	0.2%	$88.88	+55.5%	COM	031162100
—	Urstadt Biddle Properties Inc	31,950	$695K	0.2%	$20.16	—	COM	917286205
MSFT	Microsoft	7,995	$684K	0.2%	$28.21	+166.8%	COM	594918104
—	Duke Energy	7,138	$600K	0.2%	$67.48	—	COM	26441c105
CVX	Chevron	4,765	$597K	0.2%	$68.22	+22.5%	COM	166764100
HIG	Hartford Financial	9,400	$529K	0.2%	$22.20	+109.9%	COM	416515104
COP	ConocoPhillips	9,152	$502K	0.1%	$39.96	-0.8%	COM	20825C104
—	Kellogg Company	6,493	$441K	0.1%	$37.53	+19.1%	COM	487836108
APD	Air Products	2,294	$376K	0.1%	$111.62	+16.7%	COM	009158106
ORCL	Oracle	7,200	$340K	0.1%	$32.91	+32.1%	COM	68389X105
SHW	Sherwin Williams	800	$328K	0.1%	$53.48	+128.7%	COM	824348106
NSC	Norfolk Southern	2,200	$319K	0.1%	$75.16	+51.7%	COM	655844108
—	Royal DutchShell Class A (ADR)	4,606	$307K	0.1%	$63.82	—	COM	780259206
MANH	Manhattan Associates	5,400	$268K	0.1%	$43.84	+2.4%	COM	562750109
LLY	Eli Lilly	2,840	$240K	0.1%	$42.21	+78.3%	COM	532457108
BMY	Bristol Myers Squibb	3,754	$230K	0.1%	$34.12	+36.2%	COM	110122108