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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AT&T Pfd PFD 00206R409   276,960 12,000 SH   SOLE   12,000 0 0
Bank of America Pfd PFD 06055H400   176,100 10,000 SH   SOLE   10,000 0 0
Public Storage Pfd PFD 74460w594   234,840 12,000 SH   SOLE   12,000 0 0
US Bancorp Pfd PFD 902973718   192,120 12,000 SH   SOLE   12,000 0 0
AbbVie Inc. COM 00287y109   14,008,838 93,981 SH   SOLE   93,981 0 0
Abbott Laboratories COM 002824100   12,880,663 132,996 SH   SOLE   132,996 0 0
Accenture LTD COM g1151c101   13,098,241 42,650 SH   SOLE   42,650 0 0
Adobe Systems COM 00724F101   16,085,781 31,546 SH   SOLE   31,546 0 0
Allstate COM 020002101   3,274,785 29,394 SH   SOLE   29,394 0 0
Alphabet Inc. Class A COM 02079k305   21,975,453 167,931 SH   SOLE   167,931 0 0
Amazon.Com Inc. COM 023135106   20,453,227 160,897 SH   SOLE   160,897 0 0
American Electric Power COM 025537101   8,225,382 109,351 SH   SOLE   109,351 0 0
Apple Inc. COM 037833100   22,833,195 133,363 SH   SOLE   133,363 0 0
Applied Materials Inc. COM 038222105   13,975,075 100,939 SH   SOLE   100,939 0 0
Bank Of America Corp. COM 060505104   9,465,102 345,694 SH   SOLE   345,694 0 0
Berkshire Hathaway Inc. Cl B COM 084670702   11,036,201 31,505 SH   SOLE   31,505 0 0
Booking Holdings Inc. COM 09857L108   16,577,776 5,375 SH   SOLE   5,375 0 0
Bristol Myers Squibb COM 110122108   11,319,153 195,023 SH   SOLE   195,023 0 0
Broadcom Inc COM 11135F101   18,059,717 21,743 SH   SOLE   21,743 0 0
CVS Health Corp. COM 126650100   11,966,066 171,384 SH   SOLE   171,384 0 0
Capital One Financial COM 14040h105   8,154,479 84,023 SH   SOLE   84,023 0 0
Caterpillar Inc Del COM 149123101   18,204,701 66,683 SH   SOLE   66,683 0 0
Chevron Corp. COM 166764100   11,361,770 67,380 SH   SOLE   67,380 0 0
Chubb Limited COM h1467j104   11,555,001 55,504 SH   SOLE   55,504 0 0
Cisco Systems COM 17275R102   15,445,868 287,311 SH   SOLE   287,311 0 0
Constellation Brands Inc-A COM 21036p108   7,181,503 28,574 SH   SOLE   28,574 0 0
Eaton Corp. COM G29183103   19,591,634 91,858 SH   SOLE   91,858 0 0
Eli Lilly & Co COM 532457108   545,724 1,016 SH   SOLE   1,016 0 0
Evercore Inc. COM 29977a105   11,934,728 86,558 SH   SOLE   86,558 0 0
Fiserv Inc. COM 337738108   11,484,022 101,664 SH   SOLE   101,664 0 0
Gilead Sciences Inc. COM 375558103   11,604,615 154,852 SH   SOLE   154,852 0 0
Home Depot Inc. COM 437076102   15,761,640 52,163 SH   SOLE   52,163 0 0
Honeywell Inc. COM 438516106   234,619 1,270 SH   SOLE   1,270 0 0
Humana Inc. COM 444859102   387,294 796 SH   SOLE   796 0 0
J. P. Morgan COM 46625H100   13,465,698 92,854 SH   SOLE   92,854 0 0
Jabil Circuit, Inc. COM 466313103   23,257,484 183,288 SH   SOLE   183,288 0 0
Lam Research COM 512807108   4,169,900 6,653 SH   SOLE   6,653 0 0
Lowe's Companies Inc. COM 548661107   550,776 2,650 SH   SOLE   2,650 0 0
Marathon Pete Corp. COM 56585a102   13,992,253 92,455 SH   SOLE   92,455 0 0
Merck & Co. COM 58933y105   13,764,190 133,697 SH   SOLE   133,697 0 0
Microsoft Corp. COM 594918104   22,125,661 70,073 SH   SOLE   70,073 0 0
NVIDIA Corp. COM 67066g104   17,609,922 40,483 SH   SOLE   40,483 0 0
Nike Inc. Cl B COM 654106103   10,927,743 114,283 SH   SOLE   114,283 0 0
Nucor Corp. COM 670346105   10,070,425 64,409 SH   SOLE   64,409 0 0
O'Reilly Automotive Inc. COM 67103H107   1,266,950 1,394 SH   SOLE   1,394 0 0
Omnicom Group Inc. COM 681919106   12,087,731 162,295 SH   SOLE   162,295 0 0
Pepsico Inc. COM 713448108   9,758,132 57,590 SH   SOLE   57,590 0 0
Pfizer Inc. COM 717081103   216,666 6,532 SH   SOLE   6,532 0 0
Phillips 66 COM 718546104   12,039,165 100,201 SH   SOLE   100,201 0 0
Procter & Gamble COM 742718109   8,925,102 61,189 SH   SOLE   61,189 0 0
Prologis Inc COM 74340w103   9,366,168 83,470 SH   SOLE   83,470 0 0
Qualcomm Inc. COM 747525103   9,609,856 86,528 SH   SOLE   86,528 0 0
RTX Corp COM 75513E101   9,253,830 128,579 SH   SOLE   128,579 0 0
Realty Income Corp. COM 756109104   8,664,090 173,490 SH   SOLE   173,490 0 0
SalesForce Inc. COM 79466L302   15,325,504 75,577 SH   SOLE   75,577 0 0
Seagate Technology Holdings COM G7997r103   9,684,559 146,847 SH   SOLE   146,847 0 0
Sherwin-Williams Co. COM 824348106   10,249,286 40,185 SH   SOLE   40,185 0 0
Southern Company COM 842587107   11,155,009 172,358 SH   SOLE   172,358 0 0
TJX Cos. Inc. COM 872540109   4,663,166 52,465 SH   SOLE   52,465 0 0
Tesla Inc. COM 88160r101   12,793,999 51,131 SH   SOLE   51,131 0 0
Thermo Fisher Scientific COM 883556102   14,431,945 28,512 SH   SOLE   28,512 0 0
Tyson Foods, Inc. COM 902494103   6,100,212 120,820 SH   SOLE   120,820 0 0
United Parcel Service COM 911312106   10,877,277 69,784 SH   SOLE   69,784 0 0
UnitedHealth Group Inc. COM 91324P102   15,892,299 31,520 SH   SOLE   31,520 0 0
Visa Inc. COM 92826c839   13,403,231 58,272 SH   SOLE   58,272 0 0
Wal Mart Stores COM 931142103   10,407,773 65,077 SH   SOLE   65,077 0 0
Walt Disney Co. COM 254687106   8,760,901 108,092 SH   SOLE   108,092 0 0
Invesco Gold & Special Mnrls MMF 00143N750   365,921 17,999 SH   SOLE   17,999 0 0