Abbott Laboratories EQCOM 002824100 102296 2272230 SH SOLE 2272230 0 0 Abb Vie Inc. EQCOM 00287Y109 109816 1678122 SH SOLE 1678122 0 0 Ametek Inc EQCOM 031100100 75950 1443085 SH SOLE 1443085 0 0 Amgen Inc EQCOM 031162100 124327 780508 SH SOLE 780508 0 0 Amphenol Corp EQCOM 032095101 82204 1527670 SH SOLE 1527670 0 0 Apple Inc. EQCOM 037833100 77188 699291 SH SOLE 699291 0 0 BB&T Corp EQCOM 054937107 47443 1219937 SH SOLE 1176837 0 43100 Bank of New York Mellon Corp EQCOM 064058100 43278 1066749 SH SOLE 1066749 0 0 Cenovus Energy EQCOM 15135U109 55674 2700017 SH SOLE 1981717 0 718300 Charter Communications EQCOM 16117M305 17046 102306 SH SOLE 102306 0 0 Cisco Systems Inc EQCOM 17275R102 83732 3010330 SH SOLE 3010330 0 0 Comcast Corp Cl A Special Non-Voting EQCOM 20030N200 75862 1317851 SH SOLE 0 0 1317851 Diageo PLC ADR EQCOM 25243Q205 67769 594000 SH SOLE 594000 0 0 Disney Walt Co EQCOM 254687106 56328 598023 SH SOLE 598023 0 0 Discovery Communications C EQCOM 25470F302 110364 3272954 SH SOLE 3272954 0 0 Dover Corp EQCOM 260003108 50134 699025 SH SOLE 699025 0 0 Enbridge Inc EQCOM 29250N105 140015 2723500 SH SOLE 2723500 0 0 Exxon Mobil Corp EQCOM 30231G102 146632 1586068 SH SOLE 1586068 0 0 Glaxosmithkline Spnsrd ADR EQADR 37733W105 59999 1403823 SH SOLE 1368223 0 35600 Google Inc EQCOM 38259P508 41421 78055 SH SOLE 78055 0 0 Google Inc - Class C EQCOM 38259P706 41088 78055 SH SOLE 78055 0 0 Graco Inc EQCOM 384109104 52117 650000 SH SOLE 650000 0 0 International Paper Co EQCOM 460146103 55989 1044960 SH SOLE 1044960 0 0 JP Morgan Chase & Co EQCOM 46625H100 131654 2103765 SH SOLE 2103765 0 0 Johnson & Johnson EQCOM 478160104 144737 1384118 SH SOLE 1384118 0 0 Liberty Broadband Co Series A EQCOM 530307107 4109 82026 SH SOLE 82026 0 0 Liberty Broadband Corp RTS EQCOM 530307115 468 49217 SH SOLE 49217 0 0 Liberty Broadband Co Series C EQCOM 530307305 8173 164053 SH SOLE 53 0 164000 Liberty Interactive Corp Series A EQCOM 53071M104 91384 3106172 SH SOLE 3106172 0 0 M&T Bank Corp EQCOM 55261F104 75372 600000 SH SOLE 145801 0 454199 Mcdonald`s Corp EQCOM 580135101 52050 555494 SH SOLE 555494 0 0 Merck & Co Inc EQCOM 58933Y105 88660 1561191 SH SOLE 1561191 0 0 Microsoft Corp EQCOM 594918104 110449 2377812 SH SOLE 2377812 0 0 Nike Inc EQCOM 654106103 121079 1259270 SH SOLE 1259270 0 0 Novartis ADR EQADR 66987V109 132563 1430642 SH SOLE 1430642 0 0 Oracle Corp EQCOM 68389X105 81621 1815000 SH SOLE 1815000 0 0 Pepsico Inc EQCOM 713448108 101445 1072816 SH SOLE 1072816 0 0 Philip Morris EQCOM 718172109 112312 1378911 SH SOLE 1378911 0 0 Praxair EQCOM 74005P104 79772 615717 SH SOLE 615717 0 0 QUALCOMM Inc EQCOM 747525103 77424 1041629 SH SOLE 1041629 0 0 Royal Dutch Shell Spnsrd ADR EQADR 780259206 113759 1699161 SH SOLE 915161 0 784000 SPDR Trust Series 1 EQETF 78462F103 232433 1130839 SH SOLE 1130839 0 0 Schlumberger Ltd EQCOM 806857108 118939 1392560 SH SOLE 1392560 0 0 Simon Property Group EQCOM 828806109 25149 138100 SH SOLE 138100 0 0 Spectra Energy Corp EQCOM 847560109 79902 2201170 SH SOLE 2201170 0 0 State Street Corp EQCOM 857477103 116007 1477795 SH SOLE 1477795 0 0 TJX Cos Inc EQCOM 872540109 97006 1414500 SH SOLE 1414500 0 0 US Bancorp EQCOM 902973304 98438 2189941 SH SOLE 2189941 0 0 Unilever N V - NY Shares EQCOM 904784709 116798 2991762 SH SOLE 2955562 0 36200 UnitedHealth Group Inc EQCOM 91324P102 95875 948412 SH SOLE 948412 0 0 VF Corp EQCOM 918204108 7490 100000 SH SOLE 100000 0 0 Weingarten Realty Investors EQCOM 948741103 99309 2843907 SH SOLE 2444307 0 399600 Wells Fargo & Co EQCOM 949746101 127267 2321546 SH SOLE 2321546 0 0 Wyndham Worldwide Corp EQCOM 98310W108 45453 530000 SH SOLE 530000 0 0 Zoetis Inc EQCOM 98978V103 63818 1483113 SH SOLE 1483113 0 0 Covidien Ltd EQCOM G2554F113 104933 1025943 SH SOLE 1025943 0 0 Eaton Corp EQCOM G29183103 93581 1377000 SH SOLE 1377000 0 0 Liberty Global PLC EQCOM G5480U104 44556 887478 SH SOLE 589478 0 298000 Liberty Global PLC Class C EQCOM G5480U120 42874 887478 SH SOLE 887478 0 0 Checkpoint Software EQCOM M22465104 82250 1046831 SH SOLE 338614 0 708217 NXP Semiconductor NV EQCOM N6596X109 61884 810000 SH SOLE 810000 0 0