| Apple Computer Inc(AAPL) | COM | 037833100 | $12.7M | 65,503 | 9.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.5M | 24,997 | 6.0% |
| Select Sector Spdr TR Technolo(XLK) | COM | 81369Y803 | $7.2M | 41,420 | 5.1% |
| Home Depot Inc(HD) | COM | 437076102 | $5.3M | 16,917 | 3.7% |
| Chevron Texaco Corp COM(CVX) | COM | 166764100 | $4.4M | 27,731 | 3.1% |
| United Healthcare(UNH) | COM | 91324P102 | $4.2M | 8,827 | 3.0% |
| Conocophillips COM(COP) | COM | 20825C104 | $3.6M | 35,025 | 2.6% |
| Lockheed Martin Corp COM(LMT) | COM | 539830109 | $3.6M | 7,735 | 2.5% |
| Select Sector Spdr TR Communic(XLC) | COM | 81369Y852 | $3.5M | 54,414 | 2.5% |
| Procter & Gamble(PG) | COM | 742718109 | $3.4M | 22,506 | 2.4% |
| Costco Whsl Corp New COM(COST) | COM | 22160K105 | $3.4M | 6,293 | 2.4% |
| Texas Instruments(TXN) | COM | 882508104 | $3.3M | 18,250 | 2.3% |
| Thermo Fisher Scientif COM(TMO) | COM | 883556102 | $3.1M | 6,030 | 2.2% |
| Nextera Energy Inc COM(NEE) | COM | 65339F101 | $3.1M | 41,720 | 2.2% |
| Abbvie Inc. COM(ABBV) | COM | 00287Y109 | $3.0M | 22,438 | 2.1% |
| Vaneck Vectors ETF TR Semicond(SMH) | COM | 92189F676 | $3.0M | 19,704 | 2.1% |
| Union PAC Corp(UNP) | COM | 907818108 | $3.0M | 14,482 | 2.1% |
| Raytheon Technologies COM(RTX) | COM | 75513E101 | $2.8M | 28,931 | 2.0% |
| Goldman Sachs Group COM(GS) | COM | 38141G104 | $2.8M | 8,604 | 2.0% |
| Ishares TR U.S. MED DVC ETF(IHI) | COM | 464288810 | $2.7M | 47,950 | 1.9% |
| Abbott Labs(ABT) | COM | 002824100 | $2.6M | 23,960 | 1.9% |
| Valero Energy Corp New COM(VLO) | COM | 91913Y100 | $2.4M | 20,435 | 1.7% |
| Powershares ETF Trust Aerspc D(PPA) | COM | 46137V100 | $2.3M | 27,201 | 1.6% |
| Duke Power Co(DUK) | COM | 26441C204 | $2.2M | 24,793 | 1.6% |
| Tractor Supply Co COM(TSCO) | COM | 892356106 | $2.1M | 9,595 | 1.5% |
| Microchip Technology COM(MCHP) | COM | 595017104 | $2.1M | 23,302 | 1.5% |
| Bristol Myers Squibb(BMY) | COM | 110122108 | $2.1M | 32,408 | 1.5% |
| Select Sector Spdr TR SBI Cons(XLY) | COM | 81369Y407 | $1.9M | 11,205 | 1.4% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.9M | 10,133 | 1.3% |
| Enterprise Prods Partn COM(EPD) | COM | 293792107 | $1.9M | 70,988 | 1.3% |
| Mastercard Inc CL A(MA) | COM | 57636Q104 | $1.9M | 4,712 | 1.3% |
| J P Morgan Chase & Co COM(JPM) | COM | 46625H100 | $1.6M | 10,727 | 1.1% |
| Travelers Corp(TRV) | COM | 89417E109 | $1.6M | 8,980 | 1.1% |
| Select Sector Spdr TR SBI Cons(XLP) | COM | 81369Y308 | $1.5M | 20,700 | 1.1% |
| Berkshire Hathaway Inc CL B(BRK/B) | COM | 084670702 | $1.4M | 4,250 | 1.0% |
| Oil SVC Holdrs TR Depostry RCP(OIH) | COM | 92189H607 | $1.3M | 4,534 | 0.9% |
| Vanguard Index TR STK MRK Vipe(VTI) | COM | 922908769 | $1.2M | 5,580 | 0.9% |
| Alphabet Inc Cap STK CL A(GOOGL) | COM | 02079K305 | $1.1M | 9,430 | 0.8% |
| Caterpillar Inc(CAT) | COM | 149123101 | $1.1M | 4,565 | 0.8% |
| Motorola Solutions Inc COM New(MSI) | COM | 620076307 | $1.1M | 3,796 | 0.8% |
| 1/100 Berkshite Htwy CL A 100S | COM | 084990175 | $1.0M | 200 | 0.7% |
| Mondelez Intl Inc CL A(MDLZ) | COM | 609207105 | $994.2K | 13,630 | 0.7% |
| Vanguard Index FDS REIT ETF(VNQ) | COM | 922908553 | $962.9K | 11,523 | 0.7% |
| HSBC Hldgs PLC Spon ADR New(HBC2) | COM | 404280406 | $913.8K | 23,065 | 0.6% |
| Vanguard World FDS INF Tech ET(VGT) | COM | 92204A702 | $899.8K | 2,035 | 0.6% |
| Zoetis Inc CL A(ZTS) | COM | 98978V103 | $869.0K | 5,046 | 0.6% |
| OGE Energy Corp(OGE) | COM | 670837103 | $705.1K | 19,635 | 0.5% |
| Verizon Communications COM(VZ) | COM | 92343V104 | $653.0K | 17,559 | 0.5% |
| Waste Mgmt Inc del COM(WM) | COM | 94106L109 | $644.6K | 3,717 | 0.5% |
| Select Sector Spdr TR SBI Heal(XLV) | COM | 81369Y209 | $634.3K | 4,779 | 0.5% |