Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NEM	Newmont	349,800	$21.7M	4.8%	$21.33	+133.7%	COM	651639106
PG	Procter & Gamble	108,931	$17.82M	3.9%	$55.93	+139.8%	COM	742718109
ADP	Automatic Data Processing	66,055	$16.29M	3.6%	$51.30	+304.1%	COM	053015103
—	Merck	205,607	$15.76M	3.5%	$75.13	—	COM	58933y105
FFIV	F5 Networks	64,054	$15.68M	3.5%	$100.91	+120.0%	COM	315616102
INTC	Intel	283,928	$14.62M	3.2%	$21.88	+116.1%	COM	458140100
UPS	United Parcel Service	64,287	$13.78M	3.0%	$58.36	+188.9%	COM	911312106
IFF	International Flavors & Fragra	90,377	$13.62M	3.0%	$71.34	+81.7%	COM	459506101
JNJ	Johnson & Johnson	76,429	$13.07M	2.9%	$66.95	+116.7%	COM	478160104
NTRS	Northern Trust	103,747	$12.41M	2.7%	$42.00	+150.0%	COM	665859104
—	Chubb Limited	62,417	$12.07M	2.7%	$130.70	—	COM	h1467j104
—	Corteva	252,515	$11.94M	2.6%	$42.08	—	COM	22052l104
—	DuPont	146,500	$11.83M	2.6%	$68.30	—	COM	26614n102
WY	Weyerhaeuser	286,810	$11.81M	2.6%	$22.15	+44.3%	COM	962166104
—	Novartis	132,790	$11.62M	2.6%	$73.43	—	COM	66987v109
PEP	PepsiCo	64,902	$11.27M	2.5%	$60.09	+138.7%	COM	713448108
TRMB	Trimble	128,130	$11.17M	2.5%	$27.42	+213.1%	COM	896239100
—	3M	61,702	$10.96M	2.4%	$175.54	—	COM	88579y101
FAST	Fastenal	169,000	$10.83M	2.4%	$11.22	+137.7%	COM	311900104
SYY	Sysco	127,295	$9.999M	2.2%	$25.36	+171.2%	COM	871829107
—	Medtronic PLC	96,350	$9.967M	2.2%	$124.28	—	COM	g5960l103
BP	BP PLC	353,938	$9.425M	2.1%	$34.52	—	COM	055622104
—	Fortinet	25,128	$9.031M	2.0%	$144.99	—	COM	34959e109
—	American Tower	30,310	$8.866M	2.0%	$102.41	—	COM	03027x100
EMR	Emerson Electric	91,475	$8.504M	1.9%	$41.11	+110.5%	COM	291011104
—	Accenture	19,905	$8.252M	1.8%	$319.90	—	COM	g1151c101
WMB	Williams Cos	299,750	$7.805M	1.7%	$17.66	+28.9%	COM	969457100
HSY	Hershey Company	37,339	$7.224M	1.6%	$67.48	+142.4%	COM	427866108
SLB	Schlumberger	239,850	$7.184M	1.6%	$38.83	-26.1%	COM	806857108
—	Aspen Technology	45,415	$6.912M	1.5%	$58.12	—	COM	045327103
IT	Gartner	20,355	$6.805M	1.5%	$230.69	+39.4%	COM	366651107
PFE	Pfizer	113,771	$6.718M	1.5%	$16.91	+137.9%	COM	717081103
—	Splunk	57,135	$6.612M	1.5%	$143.06	—	COM	848637104
—	Cerner Corp	70,820	$6.577M	1.5%	$65.30	—	COM	156782104
CL	Colgate-Palmolive	76,270	$6.509M	1.4%	$48.64	+45.8%	COM	194162103
IBM	International Business Machine	40,435	$5.405M	1.2%	$108.27	-1.6%	COM	459200101
TXN	Texas Instruments	28,470	$5.366M	1.2%	$95.67	+77.8%	COM	882508104
—	C. H. Robinson Worldwide	43,340	$4.665M	1.0%	$87.67	—	COM	12541w209
UNP	Union Pacific	16,000	$4.031M	0.9%	$92.29	+132.9%	COM	907818108
FISV	Fiserv	37,970	$3.941M	0.9%	$103.40	0.0%	COM	337738108
ADSK	Autodesk	13,289	$3.737M	0.8%	$291.58	-0.0%	COM	052769106
GIS	General Mills	49,935	$3.365M	0.7%	$35.04	+57.7%	COM	370334104
—	Skillz	436,000	$3.244M	0.7%	$9.82	—	COM	83067L109
—	Ansys	7,230	$2.9M	0.6%	$91.63	—	COM	03662q105
—	NextEra Energy	27,180	$2.538M	0.6%	$80.02	—	COM	65339f101
HD	Home Depot	5,520	$2.291M	0.5%	$66.34	+417.3%	COM	437076102
CLX	Clorox	10,711	$1.868M	0.4%	$61.89	+135.3%	COM	189054109
STT	State Street	18,000	$1.674M	0.4%	$50.16	+63.4%	COM	857477103
—	Visa	6,925	$1.501M	0.3%	$216.75	—	COM	92826c839
—	AT&T	59,957	$1.475M	0.3%	$27.01	—	COM	00206r102
KO	Coca Cola	24,330	$1.441M	0.3%	$27.50	+78.8%	COM	191216100
MRSH	Marsh & McLennan	8,240	$1.432M	0.3%	$40.51	+285.6%	COM	571748102
—	Exxon Mobil	23,339	$1.428M	0.3%	$58.83	—	COM	30231g102
—	Berkshire Hathaway Class A (3	300	$1.352M	0.3%	$4113.33	—	COM	084990175
—	Comcast Corp	25,000	$1.258M	0.3%	$47.66	—	COM	20030n101
—	Cisco Systems	19,650	$1.245M	0.3%	$54.43	—	COM	17275r102
—	J.P. Morgan Chase	6,354	$1.006M	0.2%	$163.68	—	COM	46625h100
MSFT	Microsoft	2,825	$950K	0.2%	$28.21	+1011.1%	COM	594918104
DIS	Walt Disney	5,800	$898K	0.2%	$68.95	+128.9%	COM	254687106
SHW	Sherwin Williams	2,100	$740K	0.2%	$193.12	+61.2%	COM	824348106
—	Urstadt Biddle Properties	31,950	$681K	0.2%	$20.16	—	COM	917286205
HIG	Hartford Financial	8,400	$580K	0.1%	$22.20	+192.1%	COM	416515104
LLY	Eli Lilly	2,050	$566K	0.1%	$42.21	+477.7%	COM	532457108
AMZN	Amazon.Com	160	$533K	0.1%	$169.85	+0.8%	COM	023135106
APD	Air Products	1,694	$515K	0.1%	$111.62	+136.2%	COM	009158106
DOW	Dow	8,934	$507K	0.1%	$36.37	+23.9%	COM	260557103
NSC	Norfolk Southern	1,700	$506K	0.1%	$75.16	+239.6%	COM	655844108
COP	ConocoPhillips	6,117	$442K	0.1%	$40.60	+54.3%	COM	20825C104
—	Duke Energy	4,121	$432K	0.1%	$97.55	—	COM	26441c204
AMGN	Amgen	1,800	$405K	0.1%	$88.88	+108.3%	COM	031162100
—	Kellogg Company	6,224	$401K	0.1%	$37.53	+36.1%	COM	487836108
VZ	Verizon	7,644	$397K	0.1%	$26.45	+52.7%	COM	92343V104
PSX	Phillips 66	5,070	$367K	0.1%	$40.44	+60.1%	COM	718546104
CVX	Chevron	3,010	$353K	0.1%	$68.22	+40.9%	COM	166764100
AAPL	Apple Computer	1,882	$334K	0.1%	$106.45	+45.3%	COM	037833100
—	Eversource Energy	3,500	$318K	0.1%	$83.43	—	COM	30040w108
—	Walgreens Boots Alliance	5,900	$308K	0.1%	$76.99	—	COM	931427108
ORCL	Oracle	3,300	$288K	0.1%	$52.75	+68.5%	COM	68389X105
—	Cambridge Bancorp	2,500	$234K	0.1%	$93.60	—	COM	132152109
NKE	Nike Cl B	1,374	$229K	0.1%	$154.55	0.0%	COM	654106103
SWK	Stanley Black & Decker	1,200	$226K	0.0%	$131.16	+20.9%	COM	854502101