| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALSPAR CORP | 102,500 | 8,387,000 | 3.20% | ||
| 2 | 3M CO | 49,746 | 7,676,000 | 2.92% | ||
| 3 | DANAHER CORP DEL | 79,390 | 6,795,000 | 2.59% | ||
| 4 | BERKSHIRE HATHAWAY INC DE CL B NEW | 46,972 | 6,393,000 | 2.44% | ||
| 5 | BERKSHIRE HATHAWAY INC-DEL CL | 31 | 6,350,000 | 2.42% | ||
| 6 | INTERNATIONAL BUSINESS MACHS | 37,017 | 6,021,000 | 2.29% | ||
| 7 | GRACO INC COM | 83,862 | 5,957,000 | 2.27% | ||
| 8 | PPG INDS INC | 46,050 | 5,283,000 | 2.01% | ||
| 9 | ZEBRA TECHNOLOGIES CORPORATION CL A | 47,033 | 5,223,000 | 1.99% | ||
| 10 | PLUM CREEK TIMBER | 118,168 | 4,794,000 | 1.83% | ||
| 11 | COCA COLA CO | 118,585 | 4,652,000 | 1.77% | ||
| 12 | UNITED PARCEL SERVICE INC | 45,165 | 4,377,000 | 1.67% | ||
| 13 | RAVEN INDS INC | 210,196 | 4,273,000 | 1.63% | ||
| 14 | HOME DEPOT INC | 38,026 | 4,226,000 | 1.61% | ||
| 15 | EATON CORP PLC | 61,578 | 4,156,000 | 1.58% | ||
| 16 | Becton Dickinson & C | 28,268 | 4,004,000 | 1.53% | ||
| 17 | LINEAR TECH | 89,911 | 3,977,000 | 1.52% | ||
| 18 | Alleghany Corp Del | 7,948 | 3,726,000 | 1.42% | ||
| 19 | ILLINOIS TOOL WKS INC | 40,408 | 3,709,000 | 1.41% | ||
| 20 | LOWES COS INC | 55,299 | 3,703,000 | 1.41% | ||
| 21 | BOFI HLDG INC | 34,104 | 3,605,000 | 1.37% | ||
| 22 | GENERAL ELECTRIC CO | 133,182 | 3,539,000 | 1.35% | ||
| 23 | EXXON MOBIL CORP | 42,424 | 3,530,000 | 1.34% | ||
| 24 | APPLE COMPUTER INC | 27,497 | 3,449,000 | 1.31% | ||
| 25 | JOHNSON & JOHNSON | 33,251 | 3,241,000 | 1.23% | ||
| 26 | PROCTER AND GAMBLE CO | 40,116 | 3,139,000 | 1.20% | ||
| 27 | US BANCORP DEL | 72,064 | 3,128,000 | 1.19% | ||
| 28 | BED BATH & BEYOND INC | 44,650 | 3,080,000 | 1.17% | ||
| 29 | PEPSICO INC | 32,083 | 2,995,000 | 1.14% | ||
| 30 | Avnet Inc | 70,315 | 2,891,000 | 1.10% | ||
| 31 | DSM N.V. ORD SHRS | 46,881 | 2,716,000 | 1.03% | ||
| 32 | GENUINE PARTS CO | 30,157 | 2,700,000 | 1.03% | ||
| 33 | TE CONNECTIVITY LTD | 40,655 | 2,614,000 | 1.00% | ||
| 34 | AON PLC | 24,687 | 2,461,000 | 0.94% | ||
| 35 | COLGATE PALMOLIVE CO | 37,275 | 2,438,000 | 0.93% | ||
| 36 | LINCOLN ELEC HLDGS INC | 39,546 | 2,408,000 | 0.92% | ||
| 37 | ST JUDE | 32,019 | 2,340,000 | 0.89% | ||
| 38 | GLOBAL PAYMENTS | 22,530 | 2,331,000 | 0.89% | ||
| 39 | ADVANCE AUTO PARTS INC | 14,600 | 2,326,000 | 0.89% | ||
| 40 | COSTCO WHSL CORP NEW | 17,213 | 2,325,000 | 0.89% | ||
| 41 | BANK OF NOVA SCOTIA F | 44,950 | 2,321,000 | 0.88% | ||
| 42 | STRYKER CORP | 23,673 | 2,262,000 | 0.86% | ||
| 43 | CISCO SYS INC | 77,319 | 2,123,000 | 0.81% | ||
| 44 | EQUIFAX INC | 21,743 | 2,111,000 | 0.80% | ||
| 45 | COCA COLA BOTTLING CO CONS | 13,867 | 2,095,000 | 0.80% | ||
| 46 | UNITED TECHNOLOGIES CORP | 54,194 | 2,085,000 | 0.79% | ||
| 47 | MCDONALDS CORP | 21,774 | 2,070,000 | 0.79% | ||
| 48 | TIFFANY | 21,769 | 1,998,000 | 0.76% | ||
| 49 | NOVARTIS A G | 20,127 | 1,979,000 | 0.75% | ||
| 50 | EMERSON ELEC CO | 34,814 | 1,930,000 | 0.74% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000884310-15-000005, filed 2015.08.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
