The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AT&T Pfd PFD 00206R409   298,920 12,000 SH   SOLE   12,000 0 0
Bank of America Pfd PFD 06055H400   185,700 10,000 SH   SOLE   10,000 0 0
Public Storage Pfd PFD 74460w594   258,840 12,000 SH   SOLE   12,000 0 0
US Bancorp Pfd PFD 902973718   223,200 12,000 SH   SOLE   12,000 0 0
AbbVie Inc. COM 00287y109   14,362,457 90,120 SH   SOLE   90,120 0 0
Accenture LTD COM g1151c101   11,752,793 41,121 SH   SOLE   41,121 0 0
Adobe Systems COM 00724F101   12,907,615 33,494 SH   SOLE   33,494 0 0
Allstate COM 020002101   11,083,922 100,026 SH   SOLE   100,026 0 0
Alphabet Inc. Class A COM 02079k305   18,926,162 182,456 SH   SOLE   182,456 0 0
Amazon.Com Inc. COM 023135106   17,250,879 167,014 SH   SOLE   167,014 0 0
American Electric Power COM 025537101   8,804,738 96,766 SH   SOLE   96,766 0 0
Apple Inc. COM 037833100   24,616,156 149,279 SH   SOLE   149,279 0 0
Applied Materials Inc. COM 038222105   12,240,441 99,653 SH   SOLE   99,653 0 0
Bank Of America Corp. COM 060505104   9,835,223 343,888 SH   SOLE   343,888 0 0
Berkshire Hathaway Inc. Cl B COM 084670702   6,637,320 21,496 SH   SOLE   21,496 0 0
Booking Holdings Inc. COM 09857L108   14,486,139 5,461 SH   SOLE   5,461 0 0
Bristol Myers Squibb COM 110122108   12,632,601 182,262 SH   SOLE   182,262 0 0
Broadcom Inc COM 11135F101   15,999,045 24,938 SH   SOLE   24,938 0 0
CVS Health Corp. COM 126650100   10,984,021 147,813 SH   SOLE   147,813 0 0
Capital One Financial COM 14040h105   8,301,924 86,334 SH   SOLE   86,334 0 0
Caterpillar Inc Del COM 149123101   15,373,674 67,180 SH   SOLE   67,180 0 0
Chevron Corp. COM 166764100   11,333,488 69,462 SH   SOLE   69,462 0 0
Chubb Limited COM h1467j104   10,872,693 55,992 SH   SOLE   55,992 0 0
Cisco Systems COM 17275R102   14,981,128 286,583 SH   SOLE   286,583 0 0
Constellation Brands Inc-A COM 21036p108   6,570,462 29,087 SH   SOLE   29,087 0 0
Eaton Corp. COM G29183103   16,140,185 94,199 SH   SOLE   94,199 0 0
Eli Lilly & Co COM 532457108   417,598 1,216 SH   SOLE   1,216 0 0
Evercore Inc. COM 29977a105   10,026,230 86,897 SH   SOLE   86,897 0 0
Exxon Mobil Corp. COM 30231g102   203,638 1,857 SH   SOLE   1,857 0 0
Fiserv Inc. COM 337738108   11,747,944 103,936 SH   SOLE   103,936 0 0
Gilead Sciences Inc. COM 375558103   11,861,481 142,961 SH   SOLE   142,961 0 0
Home Depot Inc. COM 437076102   15,263,968 51,721 SH   SOLE   51,721 0 0
Honeywell Inc. COM 438516106   352,807 1,846 SH   SOLE   1,846 0 0
Humana Inc. COM 444859102   393,732 811 SH   SOLE   811 0 0
J. P. Morgan COM 46625H100   12,271,107 94,168 SH   SOLE   94,168 0 0
Jabil Circuit, Inc. COM 466313103   18,546,179 210,369 SH   SOLE   210,369 0 0
Lam Research COM 512807108   5,210,144 9,828 SH   SOLE   9,828 0 0
Lowe's Companies Inc. COM 548661107   537,919 2,690 SH   SOLE   2,690 0 0
Marathon Pete Corp. COM 56585a102   12,893,759 95,629 SH   SOLE   95,629 0 0
Merck & Co. COM 58933y105   14,189,002 133,367 SH   SOLE   133,367 0 0
Microsoft Corp. COM 594918104   22,547,468 78,208 SH   SOLE   78,208 0 0
NVIDIA Corp. COM 67066g104   16,917,168 60,903 SH   SOLE   60,903 0 0
Nike Inc. Cl B COM 654106103   14,051,727 114,577 SH   SOLE   114,577 0 0
Nucor Corp. COM 670346105   10,063,180 65,146 SH   SOLE   65,146 0 0
O'Reilly Automotive Inc. COM 67103H107   1,225,927 1,444 SH   SOLE   1,444 0 0
Omnicom Group Inc. COM 681919106   14,742,795 156,273 SH   SOLE   156,273 0 0
PNC Financial Services Group COM 693475105   340,697 2,680 SH   SOLE   2,680 0 0
Pepsico Inc. COM 713448108   10,470,671 57,436 SH   SOLE   57,436 0 0
Pfizer Inc. COM 717081103   11,361,050 278,457 SH   SOLE   278,457 0 0
Phillips 66 COM 718546104   10,161,563 100,232 SH   SOLE   100,232 0 0
Procter & Gamble COM 742718109   9,170,461 61,675 SH   SOLE   61,675 0 0
Prologis Inc COM 74340w103   9,956,895 79,802 SH   SOLE   79,802 0 0
Qualcomm Inc. COM 747525103   9,957,429 78,048 SH   SOLE   78,048 0 0
Raytheon Technologies Corp. COM 75513E101   11,496,982 117,400 SH   SOLE   117,400 0 0
Realty Income Corp. COM 756109104   10,657,199 168,307 SH   SOLE   168,307 0 0
SalesForce Inc. COM 79466L302   15,446,790 77,319 SH   SOLE   77,319 0 0
Seagate Technology Holdings COM G7997r103   9,280,140 140,353 SH   SOLE   140,353 0 0
Sherwin-Williams Co. COM 824348106   8,906,601 39,625 SH   SOLE   39,625 0 0
Southern Company COM 842587107   11,642,612 167,327 SH   SOLE   167,327 0 0
TJX Cos. Inc. COM 872540109   4,383,148 55,936 SH   SOLE   55,936 0 0
Tesla Inc. COM 88160r101   10,186,701 49,102 SH   SOLE   49,102 0 0
Thermo Fisher Scientific COM 883556102   15,022,537 26,064 SH   SOLE   26,064 0 0
Tyson Foods, Inc. COM 902494103   7,055,965 118,947 SH   SOLE   118,947 0 0
United Parcel Service COM 911312106   13,332,019 68,725 SH   SOLE   68,725 0 0
UnitedHealth Group Inc. COM 91324P102   13,642,707 28,867 SH   SOLE   28,867 0 0
Visa Inc. COM 92826c839   13,457,343 59,688 SH   SOLE   59,688 0 0
Wal Mart Stores COM 931142103   9,610,495 65,177 SH   SOLE   65,177 0 0
Walt Disney Co. COM 254687106   9,317,652 93,055 SH   SOLE   93,055 0 0
Zebra Technologies Corp. COM 989207105   652,536 2,052 SH   SOLE   2,052 0 0
Invesco Gold & Special Mnrls MMF 00143N750   431,258 17,999 SH   SOLE   17,999 0 0