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   301,560 12,000 SH   SOLE   12,000 0 0
Bank of America Pfd PFD 06055H400   190,600 10,000 SH   SOLE   10,000 0 0
Public Storage Pfd PFD 74460w594   270,120 12,000 SH   SOLE   12,000 0 0
US Bancorp Pfd PFD 902973718   201,960 12,000 SH   SOLE   12,000 0 0
AbbVie Inc. COM 00287y109   12,585,022 93,409 SH   SOLE   93,409 0 0
Abbott Laboratories COM 002824100   6,708,982 61,539 SH   SOLE   61,539 0 0
Accenture LTD COM g1151c101   13,186,240 42,732 SH   SOLE   42,732 0 0
Adobe Systems COM 00724F101   15,805,102 32,321 SH   SOLE   32,321 0 0
Allstate COM 020002101   10,852,791 99,530 SH   SOLE   99,530 0 0
Alphabet Inc. Class A COM 02079k305   20,296,813 169,564 SH   SOLE   169,564 0 0
Amazon.Com Inc. COM 023135106   21,840,514 167,540 SH   SOLE   167,540 0 0
American Electric Power COM 025537101   8,470,688 100,602 SH   SOLE   100,602 0 0
Apple Inc. COM 037833100   26,770,513 138,013 SH   SOLE   138,013 0 0
Applied Materials Inc. COM 038222105   14,665,247 101,461 SH   SOLE   101,461 0 0
Bank Of America Corp. COM 060505104   9,832,441 342,713 SH   SOLE   342,713 0 0
Berkshire Hathaway Inc. Cl B COM 084670702   7,913,246 23,206 SH   SOLE   23,206 0 0
Booking Holdings Inc. COM 09857L108   14,658,744 5,428 SH   SOLE   5,428 0 0
Bristol Myers Squibb COM 110122108   12,171,304 190,325 SH   SOLE   190,325 0 0
Broadcom Inc COM 11135F101   19,400,506 22,365 SH   SOLE   22,365 0 0
CVS Health Corp. COM 126650100   11,554,976 167,148 SH   SOLE   167,148 0 0
Capital One Financial COM 14040h105   9,074,591 82,971 SH   SOLE   82,971 0 0
Caterpillar Inc Del COM 149123101   16,835,452 68,422 SH   SOLE   68,422 0 0
Chevron Corp. COM 166764100   10,695,145 67,970 SH   SOLE   67,970 0 0
Chubb Limited COM h1467j104   10,710,352 55,620 SH   SOLE   55,620 0 0
Cisco Systems COM 17275R102   14,920,214 288,369 SH   SOLE   288,369 0 0
Constellation Brands Inc-A COM 21036p108   7,138,262 29,002 SH   SOLE   29,002 0 0
Eaton Corp. COM G29183103   19,043,919 94,698 SH   SOLE   94,698 0 0
Eli Lilly & Co COM 532457108   476,483 1,016 SH   SOLE   1,016 0 0
Evercore Inc. COM 29977a105   10,748,475 86,968 SH   SOLE   86,968 0 0
Fiserv Inc. COM 337738108   12,901,929 102,274 SH   SOLE   102,274 0 0
Gilead Sciences Inc. COM 375558103   11,452,146 148,594 SH   SOLE   148,594 0 0
Home Depot Inc. COM 437076102   16,224,176 52,228 SH   SOLE   52,228 0 0
Honeywell Inc. COM 438516106   284,275 1,370 SH   SOLE   1,370 0 0
Humana Inc. COM 444859102   362,644 811 SH   SOLE   811 0 0
J. P. Morgan COM 46625H100   13,445,576 92,447 SH   SOLE   92,447 0 0
Jabil Circuit, Inc. COM 466313103   21,443,376 198,678 SH   SOLE   198,678 0 0
Lam Research COM 512807108   4,460,315 6,938 SH   SOLE   6,938 0 0
Lowe's Companies Inc. COM 548661107   607,133 2,690 SH   SOLE   2,690 0 0
Marathon Pete Corp. COM 56585a102   11,128,041 95,437 SH   SOLE   95,437 0 0
Merck & Co. COM 58933y105   15,372,466 133,221 SH   SOLE   133,221 0 0
Microsoft Corp. COM 594918104   24,437,271 71,760 SH   SOLE   71,760 0 0
NVIDIA Corp. COM 67066g104   20,010,754 47,304 SH   SOLE   47,304 0 0
NVR Inc. COM 62944T105   203,219 32 SH   SOLE   32 0 0
Nike Inc. Cl B COM 654106103   12,805,462 116,023 SH   SOLE   116,023 0 0
Nucor Corp. COM 670346105   10,711,420 65,321 SH   SOLE   65,321 0 0
O'Reilly Automotive Inc. COM 67103H107   1,331,688 1,394 SH   SOLE   1,394 0 0
Omnicom Group Inc. COM 681919106   14,910,956 156,710 SH   SOLE   156,710 0 0
Pepsico Inc. COM 713448108   10,593,748 57,195 SH   SOLE   57,195 0 0
Pfizer Inc. COM 717081103   5,676,633 154,761 SH   SOLE   154,761 0 0
Phillips 66 COM 718546104   9,686,995 101,562 SH   SOLE   101,562 0 0
Procter & Gamble COM 742718109   9,250,987 60,966 SH   SOLE   60,966 0 0
Prologis Inc COM 74340w103   10,063,017 82,060 SH   SOLE   82,060 0 0
Qualcomm Inc. COM 747525103   10,433,441 87,646 SH   SOLE   87,646 0 0
RTX Corp COM 75513E101   12,392,625 126,507 SH   SOLE   126,507 0 0
Realty Income Corp. COM 756109104   10,335,000 172,855 SH   SOLE   172,855 0 0
SalesForce Inc. COM 79466L302   16,188,643 76,629 SH   SOLE   76,629 0 0
Seagate Technology Holdings COM G7997r103   9,001,157 145,485 SH   SOLE   145,485 0 0
Sherwin-Williams Co. COM 824348106   10,677,993 40,215 SH   SOLE   40,215 0 0
Southern Company COM 842587107   11,802,702 168,010 SH   SOLE   168,010 0 0
TJX Cos. Inc. COM 872540109   4,609,258 54,360 SH   SOLE   54,360 0 0
Tesla Inc. COM 88160r101   13,666,227 52,207 SH   SOLE   52,207 0 0
Thermo Fisher Scientific COM 883556102   14,355,456 27,514 SH   SOLE   27,514 0 0
Tyson Foods, Inc. COM 902494103   6,085,115 119,222 SH   SOLE   119,222 0 0
United Parcel Service COM 911312106   12,523,174 69,864 SH   SOLE   69,864 0 0
UnitedHealth Group Inc. COM 91324P102   14,691,702 30,566 SH   SOLE   30,566 0 0
Visa Inc. COM 92826c839   13,908,582 58,567 SH   SOLE   58,567 0 0
Wal Mart Stores COM 931142103   10,187,784 64,816 SH   SOLE   64,816 0 0
Walt Disney Co. COM 254687106   8,726,811 97,746 SH   SOLE   97,746 0 0
Invesco Gold & Special Mnrls MMF 00143N750   409,659 17,999 SH   SOLE   17,999 0 0