3M COCOM88579Y101274616483SHSOLE 1648300ABB LTDSPONSORED ADR000375204104920515SHSOLE 2051500ABBOTT LABSCOM002824100131631466SHSOLE 3146600ABBVIE INCCOM00287Y109126922216SHSOLE 2221600AMERICAN EXPRESS COCOM025816109198432327SHSOLE 3232700AMGEN INCCOM031162100256517112SHSOLE 1711200APPLE INCCOM037833100372034132SHSOLE 3413200AT&T INCCOM00206R1025438138849SHSOLE 13884900BANK AMER CORPCOM0605051042119156761SHSOLE 15676100BANK NEW YORK MELLON CORPCOM064058100108129350SHSOLE 2935000BOEING COCOM097023105184514539SHSOLE 1453900BRISTOL MYERS SQUIBB COCOM110122108241637823SHSOLE 3782300CANADIAN NAT RES LTDCOM13638510133012250SHSOLE 1225000CATERPILLAR INC DELCOM149123101158020641SHSOLE 2064100CHEVRON CORP NEWCOM166764100455047700SHSOLE 4770000CISCO SYS INCCOM17275R10278327500SHSOLE 2750000COCA COLA COCOM19121610076216440SHSOLE 1644000COMCAST CORP NEWCL A20030N101134422000SHSOLE 2200000CONAGRA FOODS INCCOM205887102161328450SHSOLE 2845000CONOCOPHILLIPSCOM20825C10466416481SHSOLE 1648100CSX CORPCOM12640810355521545SHSOLE 2154500DOW CHEM COCOM260543103152630000SHSOLE 3000000DU PONT E I DE NEMOURS & COCOM263534109139622050SHSOLE 2205000DUKE ENERGY CORP NEWCOM NEW26441C204145017980SHSOLE 1798000E M C CORP MASSCOM268648102153557633SHSOLE 5763300EXXON MOBIL CORPCOM30231G102401648046SHSOLE 4804600FORD MTR CO DELCOM PAR $0.0134537086039229075SHSOLE 2907500FREEPORT-MCMORAN INCCL B35671D85740238986SHSOLE 3898600GENERAL ELECTRIC COCOM3696041034904154264SHSOLE 15426400GLAXOSMITHKLINE PLCSPONSORED ADR37733W10584720900SHSOLE 2090000ILLINOIS TOOL WKS INCCOM452308109113711100SHSOLE 1110000INTEL CORPCOM4581401003540112542SHSOLE 11254200JOHNSON & JOHNSONCOM478160104363233568SHSOLE 3356800JPMORGAN CHASE & COCOM46625H10085914500SHSOLE 1450000KRAFT HEINZ COCOM500754106110614080SHSOLE 1408000LAUDER ESTEE COS INCCL A518439104112711950SHSOLE 1195000MICROSOFT CORPCOM594918104149427050SHSOLE 2705000MONDELEZ INTL INCCL A609207105114128450SHSOLE 2845000OCCIDENTAL PETE CORP DELCOM67459910586412615SHSOLE 1261500PEOPLES UNITED FINANCIAL INCCOM71270410528818136SHSOLE 1813600PEPSICO INCCOM713448108121911900SHSOLE 1190000PFIZER INCCOM717081103188863712SHSOLE 6371200POTASH CORP SASK INCCOM73755L10786450730SHSOLE 5073000POWERSHARES ETF TRUSTWATER RESOURCE73935X57530113700SHSOLE 1370000PROCTER & GAMBLE COCOM742718109267332978SHSOLE 3297800SCHLUMBERGER LTDCOM80685710895412925SHSOLE 1292500SMITH & WESSON HLDG CORPCOM83175610137214000SHSOLE 1400000TEVA PHARMACEUTICAL INDS LTDADR88162420972113465SHSOLE 1346500TEXAS INSTRS INCCOM88250810463611078SHSOLE 1107800TOTAL S ASPONSORED ADR89151E10949911000SHSOLE 1100000TRINITY INDS INCCOM89652210963034400SHSOLE 3440000VISA INCCOM CL A92826C839194736007SHSOLE 3600700WELLS FARGO & CO NEWCOM949746101246050871SHSOLE 5087100WEYERHAEUSER COCOM96216610470322704SHSOLE 2270400