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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Chubb Limited COM H1467J104 107,125 819,563 SH   SOLE   816,975 0 2,588
Eaton Corporation, plc COM G29183103 18,323 306,760 SH   SOLE   306,760 0 0
Ensco plc Cl A COM G3157S106 29,945 3,083,899 SH   SOLE   3,073,940 0 9,959
Ingersoll-Rand Plc COM G47791101 15,506 243,500 SH   SOLE   243,500 0 0
Magna International Inc COM 559222401 90,092 2,568,915 SH   SOLE   2,560,630 0 8,285
Seagate Technology Plc COM G7945M107 978 40,137 SH   SOLE   39,817 0 320
Willis Towers Watson PLC COM G96629103 311 2,500 SH   SOLE   2,500 0 0
AT&T Inc. COM 00206R102 413 9,554 SH   SOLE   9,354 0 200
Alphabet Inc Class A COM 02079K305 116,040 164,939 SH   SOLE   164,405 0 534
Alphabet Inc Class C COM 02079K107 429 620 SH   SOLE   593 0 27
American Express Co. COM 025816109 61,095 1,005,509 SH   SOLE   1,002,391 0 3,118
Amgen Inc. COM 031162100 369 2,428 SH   SOLE   2,428 0 0
Apple Inc. COM 037833100 68,696 718,578 SH   SOLE   716,369 0 2,209
B/E Aerospace, Inc. COM 073302101 807 17,485 SH   SOLE   17,485 0 0
Boeing Company COM 097023105 82,936 638,605 SH   SOLE   636,180 0 2,425
BorgWarner Inc. COM 099724106 68,824 2,331,433 SH   SOLE   2,324,188 0 7,245
Bristol-Myers Squibb Co. COM 110122108 676 9,193 SH   SOLE   9,193 0 0
Capital One Financial Corp. COM 14040H105 105,140 1,655,491 SH   SOLE   1,650,218 0 5,273
CenturyLink, Inc. COM 156700106 1,040 35,849 SH   SOLE   35,684 0 165
Chevron Corp COM 166764100 122,807 1,171,485 SH   SOLE   1,167,772 0 3,713
Cisco Systems Inc. COM 17275R102 136,000 4,740,324 SH   SOLE   4,725,464 0 14,860
Citigroup Inc. COM 172967424 114,935 2,711,371 SH   SOLE   2,702,868 0 8,503
Coach Inc COM 189754104 1,160 28,485 SH   SOLE   28,325 0 160
ConAgra Foods, Inc. COM 205887102 1,145 23,950 SH   SOLE   23,950 0 0
ConocoPhillips COM 20825C104 1,372 31,477 SH   SOLE   31,307 0 170
Cummins Inc. COM 231021106 107,300 954,283 SH   SOLE   951,245 0 3,038
Denbury Resources Inc. COM 247916208 38 10,502 SH   SOLE   10,502 0 0
Dollar General Corp. COM 256677105 71,698 762,742 SH   SOLE   760,402 0 2,340
EMC Corporation COM 268648102 1,955 71,970 SH   SOLE   71,970 0 0
Eli Lilly & Co. COM 532457108 1,114 14,144 SH   SOLE   14,144 0 0
Exelon Corp COM 30161N101 359 9,865 SH   SOLE   9,865 0 0
Fifth Third Bancorp COM 316773100 724 41,150 SH   SOLE   40,695 0 455
Ford Motor Company COM 345370860 58,296 4,637,695 SH   SOLE   4,623,331 0 14,364
General Dynamics Corp. COM 369550108 796 5,716 SH   SOLE   5,716 0 0
Hasbro Inc. COM 418056107 328 3,901 SH   SOLE   3,901 0 0
Hess Corporation COM 42809H107 550 9,145 SH   SOLE   9,145 0 0
Honeywell Intl Inc COM 438516106 103,819 892,532 SH   SOLE   889,178 0 3,354
IBM Corp COM 459200101 495 3,259 SH   SOLE   3,259 0 0
Intel Corporation COM 458140100 5,508 167,916 SH   SOLE   167,736 0 180
JPMorgan Chase & Co COM 46625H100 116,743 1,878,712 SH   SOLE   1,872,850 0 5,862
Johnson & Johnson COM 478160104 156,549 1,290,593 SH   SOLE   1,286,382 0 4,211
Kohl's Corporation COM 500255104 891 23,496 SH   SOLE   23,358 0 138
Lear Corporation COM 521865204 3,139 30,851 SH   SOLE   30,851 0 0
Lincoln National Corp COM 534187109 76,427 1,971,286 SH   SOLE   1,964,985 0 6,301
Mattel Inc. COM 577081102 1,581 50,535 SH   SOLE   50,195 0 340
McKesson Corp COM 58155Q103 85,444 457,779 SH   SOLE   456,350 0 1,429
Merck & Co. Inc. COM 58933Y105 976 16,950 SH   SOLE   16,950 0 0
MetLife, Inc. COM 59156R108 679 17,037 SH   SOLE   16,847 0 190
Microsoft Corporation COM 594918104 132,957 2,598,346 SH   SOLE   2,590,187 0 8,159
Morgan Stanley COM 617446448 406 15,632 SH   SOLE   15,632 0 0
Murphy Oil Corp. COM 626717102 643 20,249 SH   SOLE   20,134 0 115
Noble Corporation plc (UK) COM G65431101 571 69,340 SH   SOLE   68,705 0 635
Norfolk Southern Corp COM 655844108 97,993 1,151,101 SH   SOLE   1,147,448 0 3,653
Oracle Corporation COM 68389X105 136,967 3,346,375 SH   SOLE   3,335,890 0 10,485
PNC Financial Services COM 693475105 94,324 1,158,916 SH   SOLE   1,155,239 0 3,677
Parker-Hannifin Corp. COM 701094104 61,764 571,620 SH   SOLE   569,873 0 1,747
Prudential Financial Inc COM 744320102 467 6,549 SH   SOLE   6,549 0 0
Qualcomm Inc. COM 747525103 1,657 30,927 SH   SOLE   30,750 0 177
Ryder System Inc. COM 783549108 861 14,090 SH   SOLE   14,090 0 0
SPDR DJIA ETF Trust COM 78467X109 613 3,425 SH   SOLE   3,425 0 0
Staples Inc. COM 855030102 772 89,577 SH   SOLE   89,072 0 505
State Street Corp COM 857477103 77,586 1,438,914 SH   SOLE   1,434,331 0 4,583
Stryker Corp COM 863667101 924 7,714 SH   SOLE   7,714 0 0
T Rowe Price Group Inc COM 74144T108 408 5,595 SH   SOLE   5,560 0 35
Tyson Foods Inc COM 902494103 4,055 60,720 SH   SOLE   60,720 0 0
U.S. Bancorp COM 902973304 96,052 2,381,654 SH   SOLE   2,374,184 0 7,470
Unum Group COM 91529Y106 1,497 47,087 SH   SOLE   47,087 0 0
V.F. Corporation COM 918204108 97,234 1,581,292 SH   SOLE   1,576,296 0 4,996
Vanguard Value ETF COM 922908744 205 2,412 SH   SOLE   2,372 0 40
Wal-Mart Stores, Inc. COM 931142103 1,489 20,389 SH   SOLE   20,389 0 0
Western Digital Corp. COM 958102105 48,049 1,016,689 SH   SOLE   1,013,488 0 3,201
Zimmer Biomet Holdings Inc COM 98956P102 346 2,875 SH   SOLE   2,875 0 0
BP PLC ADS ADR 055622104 1,056 29,738 SH   SOLE   29,513 0 225
Barclays PLC ADR ADR 06738E204 78 10,318 SH   SOLE   10,318 0 0
Ericsson ADS ADR 294821608 81 10,525 SH   SOLE   10,525 0 0
J Sainsbury Plc Spon ADR ADR 466249208 999 80,370 SH   SOLE   79,920 0 450
KDDI Corp Unsp ADR ADR 48667L106 191 12,639 SH   SOLE   12,639 0 0
Royal Dutch Shell plc Cl A ADR 780259206 72,136 1,306,340 SH   SOLE   1,302,256 0 4,084
Sanofi ADS ADR 80105N105 422 10,091 SH   SOLE   10,091 0 0
Taiwan Semiconductor ADR 874039100 205 7,803 SH   SOLE   7,718 0 85
Teva Pharmaceutical ADR 881624209 1,780 35,429 SH   SOLE   35,339 0 90
Vale S.A. ADR 91912E105 286 56,487 SH   SOLE   56,487 0 0
Aston/Cornerstone Large Cap Va MF 00080Y207 399 30,462 SH   SOLE   30,462 0 0
Vanguard Intermediate Term Bon MF 921937306 465 39,129 SH   SOLE   39,129 0 0