Q1 2015 Holdings
Filed 2015-05-05 | 166 holdings | $282.7K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2015-05-06) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Valspar CorporationA | COMMON STOCK | 920355104 | $9.1K | 108,650 | 3.2% |
| 3M Company(MMM)A | COMMON STOCK | 88579Y101 | $8.9K | 53,797 | 3.1% |
| Berkshire Hathaway BA | COMMON STOCK | 84670702 | $7.1K | 49,072 | 2.5% |
| Danaher Corp(DHR)A | COMMON STOCK | 235851102 | $6.9K | 81,456 | 2.4% |
| Berkshire HathawayA | COMMON STOCK | 84670108 | $6.7K | 31 | 2.4% |
| Intl BUS Machines(IBM)A | COMMON STOCK | 459200101 | $6.4K | 40,005 | 2.3% |
| Graco Incorporated(GGG)A | COMMON STOCK | 384109104 | $6.4K | 88,032 | 2.2% |
| PPG Industries Inc(PPG)A | COMMON STOCK | 693506107 | $5.5K | 24,225 | 1.9% |
| Plum Creek Timber CoA | COMMON STOCK | 729251108 | $5.4K | 124,566 | 1.9% |
| Raven Industries Inc(RAVN)A | COMMON STOCK | 754212108 | $5.0K | 243,946 | 1.8% |
| Zebra Tech CL A(ZBRA)A | COMMON STOCK | 989207105 | $4.9K | 53,708 | 1.7% |
| United Parcel SVC(UPS)A | COMMON STOCK | 911312106 | $4.8K | 49,314 | 1.7% |
| Eaton Corp PLC(ETN)A | COMMON STOCK | G29183103 | $4.6K | 67,578 | 1.6% |
| Lowe's Companies Inc(LOW)A | COMMON STOCK | 548661107 | $4.5K | 60,199 | 1.6% |
| Home Depot(HD)A | COMMON STOCK | 437076102 | $4.4K | 38,762 | 1.6% |
| Linear TechnologyA | COMMON STOCK | 535678106 | $4.4K | 93,211 | 1.5% |
| Becton Dickinson CoA | COMMON STOCK | 75887109 | $4.3K | 29,615 | 1.5% |
| Coca-Cola Co(KO)A | COMMON STOCK | 191216100 | $4.2K | 104,488 | 1.5% |
| Illinois Tool Works(ITW)A | COMMON STOCK | 452308109 | $4.2K | 42,900 | 1.5% |
| Exxon Mobil Corp(XOM)A | COMMON STOCK | 30231G102 | $4.1K | 48,207 | 1.4% |
| Alleghany CorpA | COMMON STOCK | 17175100 | $4.1K | 8,338 | 1.4% |
| Apple IncA | COMMON STOCK | 37833100 | $3.7K | 29,630 | 1.3% |
| BED Bath & BeyondA | COMMON STOCK | 75896100 | $3.6K | 47,200 | 1.3% |
| Johnson & Johnson(JNJ)A | COMMON STOCK | 478160104 | $3.6K | 35,721 | 1.3% |
| Procter & Gamble(PG)A | COMMON STOCK | 742718109 | $3.6K | 43,511 | 1.3% |
| General ElectricA | COMMON STOCK | 369604103 | $3.5K | 142,667 | 1.3% |
| U S Bancorp(USB)A | COMMON STOCK | 902973304 | $3.4K | 77,151 | 1.2% |
| Bofi Holding IncA | COMMON STOCK | 05566U108 | $3.3K | 35,861 | 1.2% |
| Avnet IncA | COMMON STOCK | 53807103 | $3.3K | 73,315 | 1.2% |
| Pepsico Inc(PEP)A | COMMON STOCK | 713448108 | $3.2K | 33,344 | 1.1% |
| TE Connectivity LTD(TEL)A | COMMON STOCK | H84989104 | $3.2K | 44,055 | 1.1% |
| DSM N.V. ORD ShrsA | COMMON STOCK | N5017D122 | $3.0K | 53,447 | 1.1% |
| Genuine Parts Co(GPC)A | COMMON STOCK | 372460105 | $2.8K | 30,457 | 1.0% |
| Costco Whls Corp(COST)A | COMMON STOCK | 22160K105 | $2.8K | 18,271 | 1.0% |
| Colgate-Palmolive Co(CL)A | COMMON STOCK | 194162103 | $2.7K | 38,225 | 0.9% |
| Lincoln Elec Hldgs(LECO)A | COMMON STOCK | 533900106 | $2.5K | 38,896 | 0.9% |
| Tyco Intl LTD New | COMMON STOCK | H89128104 | $2.5K | 55,088 | 0.1% |
| AON PLC Class A(AON)A | COMMON STOCK | G0408V102 | $2.4K | 25,362 | 0.9% |
| Bank of Nova ScotiaA | COMMON STOCK | 64149107 | $2.4K | 47,250 | 0.8% |
| Tyco Int'l PLCA | COMMON STOCK | G91442106 | $2.4K | 54,994 | 0.8% |
| Advance Auto Parts(AAP)A | COMMON STOCK | 00751Y106 | $2.3K | 15,650 | 0.8% |
| Stryker Corp(SYK)A | COMMON STOCK | 863667101 | $2.3K | 24,898 | 0.8% |
| Global Payments(GPN)A | COMMON STOCK | 37940X102 | $2.2K | 24,330 | 0.8% |
| Mcdonalds Corp(MCD)A | COMMON STOCK | 580135101 | $2.2K | 22,653 | 0.8% |
| Cisco Systems(CSCO)A | COMMON STOCK | 17275R102 | $2.2K | 79,827 | 0.8% |
| Edwards Lifesciences(EW)A | COMMON STOCK | 28176E108 | $2.2K | 15,347 | 0.8% |
| ST Jude Medical IncA | COMMON STOCK | 790849103 | $2.2K | 33,269 | 0.8% |
| Equifax Inc(EFX)A | COMMON STOCK | 294429105 | $2.2K | 23,243 | 0.8% |
| Novartis A.G. ADR(NVSN)A | COMMON STOCK | 66987V109 | $2.0K | 20,627 | 0.7% |
| Emerson Electric Co(EMR)A | COMMON STOCK | 291011104 | $2.0K | 35,828 | 0.7% |