| Apple Computer Inc(AAPL) | COM | 037833100 | $11.4M | 54,108 | 7.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.6M | 21,521 | 6.1% |
| Select Sector Spdr TR Technolo(XLK) | COM | 81369Y803 | $8.2M | 36,030 | 5.2% |
| Select Sector Spdr TR Communic(XLC) | COM | 81369Y852 | $5.8M | 67,975 | 3.7% |
| Vaneck Vectors ETF TR Semicond(SMH) | COM | 92189F676 | $5.6M | 21,460 | 3.6% |
| Home Depot Inc(HD) | COM | 437076102 | $5.3M | 15,507 | 3.4% |
| Costco Whsl Corp New COM(COST) | COM | 22160K105 | $5.3M | 6,256 | 3.4% |
| United Healthcare(UNH) | COM | 91324P102 | $3.8M | 7,399 | 2.4% |
| Select Sector Spdr TR SBI Cons(XLY) | COM | 81369Y407 | $3.7M | 20,296 | 2.4% |
| Abbvie Inc. COM(ABBV) | COM | 00287Y109 | $3.6M | 20,700 | 2.3% |
| Lockheed Martin Corp COM(LMT) | COM | 539830109 | $3.5M | 7,565 | 2.2% |
| Goldman Sachs Group COM(GS) | COM | 38141G104 | $3.5M | 7,747 | 2.2% |
| Nextera Energy Inc COM(NEE) | COM | 65339F101 | $3.3M | 45,988 | 2.1% |
| Procter & Gamble(PG) | COM | 742718109 | $3.2M | 19,425 | 2.0% |
| Mastercard Inc CL A(MA) | COM | 57636Q104 | $3.2M | 7,162 | 2.0% |
| Alphabet Inc Cap STK CL A(GOOGL) | COM | 02079K305 | $3.1M | 17,070 | 2.0% |
| Chevron Texaco Corp COM(CVX) | COM | 166764100 | $3.0M | 19,404 | 1.9% |
| Texas Instruments(TXN) | COM | 882508104 | $3.0M | 15,372 | 1.9% |
| Union PAC Corp(UNP) | COM | 907818108 | $3.0M | 13,175 | 1.9% |
| Thermo Fisher Scientif COM(TMO) | COM | 883556102 | $3.0M | 5,375 | 1.9% |
| Powershares ETF Trust Aerspc D(PPA) | COM | 46137V100 | $2.8M | 27,711 | 1.8% |
| J P Morgan Chase & Co COM(JPM) | COM | 46625H100 | $2.8M | 13,903 | 1.8% |
| Ishares TR U.S. MED DVC ETF(IHI) | COM | 464288810 | $2.7M | 47,925 | 1.7% |
| Conocophillips COM(COP) | COM | 20825C104 | $2.6M | 22,465 | 1.6% |
| Raytheon Technologies COM(RTX) | COM | 75513E101 | $2.6M | 25,581 | 1.6% |
| Abbott Labs(ABT) | COM | 002824100 | $2.5M | 24,055 | 1.6% |
| Tractor Supply Co COM(TSCO) | COM | 892356106 | $2.5M | 9,195 | 1.6% |
| Caterpillar Inc(CAT) | COM | 149123101 | $2.5M | 7,368 | 1.6% |
| Valero Energy Corp New COM(VLO) | COM | 91913Y100 | $2.4M | 15,130 | 1.5% |
| Duke Power Co(DUK) | COM | 26441C204 | $2.3M | 23,344 | 1.5% |
| Microchip Technology COM(MCHP) | COM | 595017104 | $1.9M | 20,437 | 1.2% |
| Metlife Inc COM(MET) | COM | 59156R108 | $1.9M | 26,608 | 1.2% |
| Enterprise Prods Partn COM(EPD) | COM | 293792107 | $1.9M | 63,888 | 1.2% |
| Berkshire Hathaway Inc CL B(BRK/B) | COM | 084670702 | $1.7M | 4,250 | 1.1% |
| Amazon COM Inc COM(AMZN) | COM | 023135106 | $1.7M | 8,865 | 1.1% |
| Motorola Solutions Inc COM New(MSI) | COM | 620076307 | $1.6M | 4,261 | 1.0% |
| Vanguard World FDS INF Tech ET(VGT) | COM | 92204A702 | $1.5M | 2,629 | 1.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.5M | 8,908 | 0.9% |
| Oil SVC Holdrs TR Depostry RCP(OIH) | COM | 92189H607 | $1.4M | 4,584 | 0.9% |
| Vanguard Index TR STK MRK Vipe(VTI) | COM | 922908769 | $1.4M | 5,120 | 0.9% |
| Zoetis Inc CL A(ZTS) | COM | 98978V103 | $1.4M | 7,861 | 0.9% |
| Linde PLC SHS(LIN) | COM | G54950103 | $1.3M | 3,050 | 0.9% |
| HSBC Hldgs PLC Spon ADR New(HBC2) | COM | 404280406 | $1.3M | 30,555 | 0.8% |
| 1/100 Berkshite Htwy CL A 100S | COM | 084990175 | $1.2M | 200 | 0.8% |
| Progressive Corp Ohio COM(PGR) | COM | 743315103 | $1.2M | 5,562 | 0.7% |
| Stryker Corp COM(SYK) | COM | 863667101 | $1.2M | 3,380 | 0.7% |
| American Express Co(AXP) | COM | 025816109 | $1.0M | 4,365 | 0.6% |
| Verizon Communications COM(VZ) | COM | 92343V104 | $1.0M | 24,374 | 0.6% |
| Spdr S&P 500 ETF TR TR Unit(SPY) | COM | 78462F103 | $1.0M | 1,839 | 0.6% |
| Taiwan Semiconductor Sponsored(TSM) | COM | 874039100 | $858.6K | 4,940 | 0.5% |