Azimuth Capital Investment Management 13F-HR Quarterly holdings report by institutional manager

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

OMB Number:		3235-0006
Expires:	Oct 31, 2018
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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
1/100 Berkshire CLA 100=1 BRK	COM	084990175	1,594,431	300	SH		SOLE		300	0	0
3M Co	COM	88579y101	6,300,401	67,298	SH		SOLE		61,813	0	5,485
ASML Holdings NV NY Reg Shares	COM	N07059210	7,044,494	11,967	SH		SOLE		11,812	0	155
AT&T Inc	COM	00206r102	3,988,696	265,559	SH		SOLE		262,009	0	3,550
AbbVie Inc	COM	00287y109	13,262,729	88,976	SH		SOLE		79,876	0	9,100
Abbott Labs	COM	002824100	6,573,304	67,871	SH		SOLE		60,421	0	7,450
Accenture LTD Cl A	COM	g1151c101	9,887,406	32,195	SH		SOLE		31,720	0	475
Adobe Systems Inc	COM	00724f101	959,632	1,882	SH		SOLE		1,882	0	0
Aflac Inc	COM	001055102	3,895,062	50,750	SH		SOLE		50,750	0	0
Agilent Technologies	COM	00846u101	7,364,020	65,856	SH		SOLE		64,781	0	1,075
Air Products & Chem	COM	009158106	3,550,719	12,529	SH		SOLE		12,529	0	0
Airbnb Inc Cl A	COM	009066101	1,396,112	10,175	SH		SOLE		10,175	0	0
Allstate Corp	COM	020002101	670,800	6,021	SH		SOLE		6,021	0	0
Alphabet Inc Cl A	COM	02079k305	34,509,745	263,715	SH		SOLE		260,575	0	3,140
Alphabet Inc Cl C	COM	02079k107	1,901,936	14,425	SH		SOLE		13,425	0	1,000
Altria Group Inc	COM	02209s103	334,297	7,950	SH		SOLE		7,950	0	0
Amazon.com Inc	COM	023135106	21,593,112	169,864	SH		SOLE		168,514	0	1,350
American Express	COM	025816109	2,719,734	18,230	SH		SOLE		17,795	0	435
Amgen Inc	COM	031162100	6,199,487	23,067	SH		SOLE		22,782	0	285
Amphenol Corp Cl A	COM	032095101	9,135,508	108,769	SH		SOLE		107,794	0	975
Analog Devices	COM	032654105	605,811	3,460	SH		SOLE		3,460	0	0
Apache Corp	COM	03743q108	205,500	5,000	SH		SOLE		5,000	0	0
Apple Computer Inc	COM	037833100	59,306,240	346,395	SH		SOLE		337,175	0	9,220
Applied Materials Inc	COM	038222105	3,482,017	25,150	SH		SOLE		24,500	0	650
Aptiv PLC	COM	g6095l109	279,996	2,840	SH		SOLE		2,840	0	0
Atlassian Corp PLC	COM	049468101	4,907,373	24,353	SH		SOLE		24,003	0	350
Automatic Data Proc	COM	053015103	10,265,789	42,671	SH		SOLE		40,521	0	2,150
Avery Dennison Corp	COM	053611109	590,937	3,235	SH		SOLE		3,235	0	0
Axon Enterprise Inc	COM	05464c101	22,188,380	111,505	SH		SOLE		111,240	0	265
BP PLC ADR	COM	055622104	2,465,806	63,683	SH		SOLE		63,683	0	0
Bank of America	COM	060505104	5,896,885	215,372	SH		SOLE		213,672	0	1,700
Bank of Montreal	COM	063671101	3,408,126	40,395	SH		SOLE		39,670	0	725
Bank of NY Mellon	COM	064058100	7,326,417	171,780	SH		SOLE		169,405	0	2,375
Baxter Int'l Inc	COM	071813109	321,998	8,532	SH		SOLE		8,532	0	0
Becton Dickinson	COM	075887109	240,433	930	SH		SOLE		930	0	0
Berkshire Hathaway Cl B	COM	084670702	6,612,613	18,877	SH		SOLE		18,627	0	250
BlackRock, Inc	COM	09247x101	13,907,939	21,513	SH		SOLE		21,358	0	155
Blackstone Group Inc	COM	09260d107	786,408	7,340	SH		SOLE		7,340	0	0
Boeing Co	COM	097023105	12,942,809	67,523	SH		SOLE		66,288	0	1,235
Booz Allen Hamilton Cl A	COM	099502106	21,777,183	199,297	SH		SOLE		196,197	0	3,100
Bristol-Myers Squibb	COM	110122108	7,566,210	130,362	SH		SOLE		113,789	0	16,573
Broadcom Inc	COM	11135f101	32,753,922	39,435	SH		SOLE		38,340	0	1,095
Brookfield Asset Mgmt Cl A	COM	113004105	3,290,358	98,691	SH		SOLE		97,549	0	1,142
CDW Corp	COM	12514g108	20,108,209	99,664	SH		SOLE		97,969	0	1,695
CME Group Inc	COM	12572q105	1,908,697	9,533	SH		SOLE		9,408	0	125
CVS Health Corp	COM	126650100	233,408	3,343	SH		SOLE		3,343	0	0
Canadian Nat'l Railway	COM	136375102	3,928,262	36,262	SH		SOLE		35,847	0	415
Capgemini	COM	13961r100	7,631,145	217,362	SH		SOLE		214,337	0	3,025
Cardinal Health	COM	14149y108	2,411,252	27,773	SH		SOLE		27,548	0	225
Carrier Global Corp	COM	14448c104	402,684	7,295	SH		SOLE		4,595	0	2,700
Caterpillar Inc	COM	149123101	3,463,005	12,685	SH		SOLE		12,585	0	100
Check Point Software	COM	m22465104	4,115,820	30,881	SH		SOLE		30,476	0	405
Chevron Corp	COM	166764100	13,388,599	79,401	SH		SOLE		76,706	0	2,695
Chipotle Mexican Grill	COM	169656105	12,643,291	6,902	SH		SOLE		6,885	0	17
Chubb Ltd	COM	h1467j104	26,160,523	125,663	SH		SOLE		123,263	0	2,400
Cincinnati Financial Corp	COM	172062101	444,757	4,348	SH		SOLE		4,348	0	0
Cisco Systems Inc	COM	17275r102	12,975,084	241,352	SH		SOLE		239,327	0	2,025
Clorox Co	COM	189054109	7,542,110	57,547	SH		SOLE		56,577	0	970
CoStar Group Inc	COM	22160n109	7,328,540	95,312	SH		SOLE		95,112	0	200
Coca-Cola Co	COM	191216100	7,159,786	127,899	SH		SOLE		123,574	0	4,325
Cogent Communications Hldgs In	COM	19239V302	5,599,164	90,455	SH		SOLE		89,155	0	1,300
Colgate-Palmolive Co	COM	194162103	3,764,563	52,940	SH		SOLE		47,465	0	5,475
Comcast Corp Cl A	COM	20030n101	8,786,858	198,170	SH		SOLE		195,945	0	2,225
Comerica Inc	COM	200340107	1,128,623	27,163	SH		SOLE		25,215	0	1,948
Conagra Foods Inc	COM	205887102	258,433	9,425	SH		SOLE		6,875	0	2,550
ConocoPhillips	COM	20825c104	2,808,352	23,442	SH		SOLE		22,242	0	1,200
Consolidated Edison	COM	209115104	389,161	4,550	SH		SOLE		3,850	0	700
Constellation Brands Inc Cl A	COM	21036p108	15,534,707	61,810	SH		SOLE		60,935	0	875
Corteva Inc	COM	22052l104	6,288,331	122,915	SH		SOLE		120,690	0	2,225
Costco Wholesale	COM	22160k105	18,364,612	32,506	SH		SOLE		32,206	0	300
DBS Group	COM	23304y100	4,189,412	42,495	SH		SOLE		41,960	0	535
DT Midstream Inc	COM	23345m107	321,754	6,080	SH		SOLE		5,330	0	750
DTE Energy Co	COM	233331107	1,182,226	11,908	SH		SOLE		11,158	0	750
Danaher Corp	COM	235851102	241,153	972	SH		SOLE		972	0	0
Dassault Systems SA	COM	237545108	3,836,899	102,676	SH		SOLE		101,336	0	1,340
Deere & Co	COM	244199105	2,168,803	5,747	SH		SOLE		5,497	0	250
Delta Air Lines Inc	COM	247361702	215,821	5,833	SH		SOLE		5,833	0	0
Dexcom Inc	COM	252131107	18,292,958	196,066	SH		SOLE		195,606	0	460
Diageo PLC ADR	COM	25243q205	3,168,285	21,238	SH		SOLE		20,943	0	295
Dominion Energy Inc	COM	25746u109	835,686	18,708	SH		SOLE		18,708	0	0
Donaldson Co Inc	COM	257651109	363,804	6,100	SH		SOLE		6,100	0	0
Dow Inc	COM	260557103	6,296,353	122,117	SH		SOLE		121,417	0	700
DuPont de Nemours Inc	COM	26614n102	943,558	12,650	SH		SOLE		12,650	0	0
Duke Energy Corp	COM	26441c204	3,083,804	34,940	SH		SOLE		28,210	0	6,730
Eaton Corp PLC	COM	g29183103	1,280,107	6,002	SH		SOLE		6,002	0	0
Ecolab Inc	COM	278865100	5,257,668	31,037	SH		SOLE		30,662	0	375
Edwards Lifesciences	COM	28176e108	6,268,662	90,483	SH		SOLE		90,358	0	125
Eli Lilly & Co	COM	532457108	27,413,504	51,037	SH		SOLE		51,037	0	0
Emerson Electric Co	COM	291011104	7,476,932	77,425	SH		SOLE		68,985	0	8,440
Enbridge Inc	COM	29250n105	517,785	15,537	SH		SOLE		15,000	0	537
Endava Plc	COM	29260v105	2,697,744	47,040	SH		SOLE		46,390	0	650
Essex Property Trust Inc	COM	297178105	254,508	1,200	SH		SOLE		1,200	0	0
Estee Lauder Cl A	COM	518439104	5,172,288	35,782	SH		SOLE		35,257	0	525
Exelon Corp	COM	30161n101	419,129	11,091	SH		SOLE		11,091	0	0
Expeditors Int'l of WA	COM	302130109	236,023	2,059	SH		SOLE		2,059	0	0
Experian PLC	COM	30215c101	3,504,956	106,712	SH		SOLE		105,287	0	1,425
Exxon Mobil Corp	COM	30231g102	25,793,347	219,368	SH		SOLE		210,785	0	8,583
F5 Networks Inc	COM	315616102	944,603	5,862	SH		SOLE		5,862	0	0
Fastenal Co	COM	311900104	13,760,374	251,837	SH		SOLE		249,237	0	2,600
FedEx Corp	COM	31428x106	746,545	2,818	SH		SOLE		2,718	0	100
Fleetcor Technologies	COM	339041105	10,743,175	42,074	SH		SOLE		41,974	0	100
Ford Motor Co	COM	345370860	2,037,569	164,056	SH		SOLE		163,256	0	800
Fortinet	COM	34959E109	358,828	6,115	SH		SOLE		6,115	0	0
Garmin Ltd	COM	h2906t109	5,862,375	55,726	SH		SOLE		55,091	0	635
General Dynamics	COM	369550108	17,725,992	80,219	SH		SOLE		79,394	0	825
General Electric Co	COM	369604301	892,360	8,072	SH		SOLE		8,072	0	0
General Mills Inc	COM	370334104	363,591	5,682	SH		SOLE		3,307	0	2,375
Gentex Corp	COM	371901109	2,922,905	89,825	SH		SOLE		89,825	0	0
Genuine Parts Co	COM	372460105	764,636	5,296	SH		SOLE		5,296	0	0
Gilead Sciences Inc	COM	375558103	9,627,767	128,473	SH		SOLE		126,708	0	1,765
Global Pmts Inc	COM	37940x102	9,793,611	84,874	SH		SOLE		83,769	0	1,105
Globant SA	COM	L44385109	12,497,591	63,167	SH		SOLE		62,992	0	175
Globus Medical Inc	COM	379577208	627,228	12,633	SH		SOLE		12,633	0	0
Goldman Sachs Grp	COM	38141g104	492,797	1,523	SH		SOLE		1,523	0	0
Graco Inc	COM	384109104	8,244,696	113,127	SH		SOLE		111,232	0	1,895
Grainger W.W. Inc	COM	384802104	821,906	1,188	SH		SOLE		1,188	0	0
Grupo Aeroportuario Cen-ADR	COM	400501102	8,027,008	92,360	SH		SOLE		91,185	0	1,175
HDFC Bank Ltd ADR	COM	40415f101	6,802,555	115,278	SH		SOLE		113,778	0	1,500
HEICO Corp	COM	422806109	6,907,934	42,660	SH		SOLE		42,180	0	480
Hershey Co	COM	427866108	1,451,780	7,256	SH		SOLE		7,256	0	0
Home Depot Inc	COM	437076102	14,260,172	47,194	SH		SOLE		44,744	0	2,450
Honeywell Int'l Inc	COM	438516106	4,510,797	24,417	SH		SOLE		23,272	0	1,145
Huntington Bancshares	COM	446150104	442,718	42,569	SH		SOLE		42,569	0	0
IBM	COM	459200101	18,792,920	133,948	SH		SOLE		128,883	0	5,065
IDEXX Laboratories Inc	COM	45168d104	12,959,371	29,637	SH		SOLE		29,567	0	70
Icon PLC	COM	g4705a100	8,089,805	32,852	SH		SOLE		32,412	0	440
Illinois Tool Works	COM	452308109	900,973	3,912	SH		SOLE		3,112	0	800
Ingredion Inc	COM	457187102	1,735,284	17,635	SH		SOLE		17,435	0	200
Intel Corp	COM	458140100	8,295,984	233,361	SH		SOLE		229,836	0	3,525
Intercontinental Hotels ADR	COM	45857p806	224,250	3,000	SH		SOLE		3,000	0	0
Intuit Inc	COM	461202103	8,777,949	17,180	SH		SOLE		17,145	0	35
Intuitive Surgical Inc	COM	46120e602	15,336,164	52,469	SH		SOLE		52,344	0	125
Invesco Van Kampen Muni.Op.Tr	COM	egb32c103	0	43,613	SH		SOLE		43,613	0	0
Iron Mountain Inc	COM	46284v101	6,162,587	103,660	SH		SOLE		101,910	0	1,750
J M Smucker Co	COM	832696405	338,002	2,750	SH		SOLE		2,750	0	0
JP Morgan Chase & Co	COM	46625h100	19,249,520	132,737	SH		SOLE		126,217	0	6,520
Japan Index (ETF)	COM	46434g822	10,894,704	180,705	SH		SOLE		178,305	0	2,400
Johnson & Johnson	COM	478160104	24,980,587	160,389	SH		SOLE		155,820	0	4,569
Kimberly-Clark Corp	COM	494368103	6,563,001	54,307	SH		SOLE		46,705	0	7,602
Kinder Morgan Inc	COM	49456b101	4,938,502	297,859	SH		SOLE		292,419	0	5,440
Kraft Heinz Co	COM	500754106	5,089,799	151,302	SH		SOLE		148,777	0	2,525
Lamb Weston Holdings	COM	513272104	359,022	3,883	SH		SOLE		3,083	0	800
Linde PLC F	COM	g54950103	24,324,508	65,327	SH		SOLE		64,277	0	1,050
Lockheed Martin	COM	539830109	6,425,171	15,711	SH		SOLE		15,501	0	210
Lonza Group AG	COM	54338v101	3,634,455	78,120	SH		SOLE		77,095	0	1,025
Lowe's Companies	COM	548661107	937,774	4,512	SH		SOLE		4,512	0	0
Lululemon Athletica Inc	COM	550021109	8,639,592	22,405	SH		SOLE		22,355	0	50
MSC Industrial Direct Co-A	COM	553530106	4,828,784	49,198	SH		SOLE		48,373	0	825
MSCI Inc	COM	55354g100	7,827,035	15,255	SH		SOLE		15,125	0	130
MTU Aero Engines AG	COM	62473g102	3,925,926	43,180	SH		SOLE		42,630	0	550
Magna Int'l Cl A	COM	559222401	7,297,125	136,115	SH		SOLE		134,300	0	1,815
Marathon Petroleum Corp	COM	56585a102	650,913	4,301	SH		SOLE		3,301	0	1,000
Marsh & McLennan	COM	571748102	18,911,824	99,379	SH		SOLE		97,649	0	1,730
Martin Marietta Materials	COM	573284106	21,737,789	52,957	SH		SOLE		52,407	0	550
Mastercard Inc-A	COM	57636q104	22,891,516	57,820	SH		SOLE		57,695	0	125
McCormick & Co	COM	579780206	299,534	3,960	SH		SOLE		3,960	0	0
McDonald's Corp	COM	580135101	9,187,997	34,877	SH		SOLE		34,852	0	25
Medtronic PLC	COM	g5960l103	4,206,130	53,677	SH		SOLE		53,177	0	500
MercadoLibre Inc	COM	58733r102	11,683,514	9,215	SH		SOLE		9,093	0	122
Mercantile Bank Corp	COM	587376104	284,032	9,189	SH		SOLE		9,189	0	0
Merck & Co Inc	COM	58933y105	28,936,259	281,071	SH		SOLE		269,046	0	12,025
Meta Platforms	COM	30303m102	22,390,863	74,584	SH		SOLE		74,424	0	160
Microchip Technology	COM	595017104	1,613,137	20,668	SH		SOLE		20,588	0	80
Microsoft Corp	COM	594918104	62,668,418	198,475	SH		SOLE		195,845	0	2,630
Mondelez Int'l Inc	COM	609207105	23,442,418	337,787	SH		SOLE		333,537	0	4,250
Monolithic Power Sys Inc	COM	609839105	11,762,982	25,461	SH		SOLE		25,201	0	260
Motorola Solutions	COM	620076307	1,053,841	3,871	SH		SOLE		3,871	0	0
NICE Systems Ltd	COM	653656108	3,814,460	22,438	SH		SOLE		22,143	0	295
NVIDIA Corp	COM	67066g104	40,153,067	92,308	SH		SOLE		90,383	0	1,925
Neogen Corp	COM	640491106	2,120,642	114,382	SH		SOLE		111,882	0	2,500
Nestle SA ADR	COM	641069406	3,995,266	35,231	SH		SOLE		34,896	0	335
Newmont Corp	COM	651639106	5,175,402	140,065	SH		SOLE		138,090	0	1,975
NextEra Energy	COM	65339f101	1,358,919	23,720	SH		SOLE		23,720	0	0
Nike Inc	COM	654106103	11,159,619	116,708	SH		SOLE		115,418	0	1,290
Nordson Corporation	COM	655663102	1,954,969	8,760	SH		SOLE		8,760	0	0
Oracle Corp	COM	68389x105	2,223,790	20,995	SH		SOLE		20,995	0	0
Otis Worldwide Corp	COM	68902v107	300,440	3,741	SH		SOLE		2,391	0	1,350
PNC Financial	COM	693475105	352,350	2,870	SH		SOLE		2,870	0	0
PPG Industries Inc	COM	693506107	772,829	5,954	SH		SOLE		5,954	0	0
Palantir Tech Inc-A	COM	69608a108	169,600	10,600	SH		SOLE		10,600	0	0
Palo Alto Networks	COM	697435105	21,653,582	92,363	SH		SOLE		92,163	0	200
Parker Hannifin Corp	COM	701094104	488,458	1,254	SH		SOLE		1,254	0	0
PayPal Holdings Inc	COM	70450y103	5,071,463	86,751	SH		SOLE		86,576	0	175
Paychex Inc	COM	704326107	3,783,977	32,810	SH		SOLE		32,405	0	405
Pentair Plc	COM	g7s00t104	443,537	6,850	SH		SOLE		6,850	0	0
Penumbra Inc	COM	70975l107	13,090,476	54,113	SH		SOLE		53,988	0	125
Pepsico Inc	COM	713448108	38,839,216	229,221	SH		SOLE		221,411	0	7,810
Pfizer Inc	COM	717081103	17,191,049	518,271	SH		SOLE		508,946	0	9,325
Philip Morris Int'l	COM	718172109	568,534	6,141	SH		SOLE		6,141	0	0
Phillips 66	COM	718546104	281,511	2,343	SH		SOLE		1,743	0	600
Pinnacle West Cap Corp	COM	723484101	1,692,798	22,975	SH		SOLE		22,975	0	0
Private Bancorp of Amer	COM	74274f100	359,258	11,548	SH		SOLE		11,548	0	0
ProShares S&P 500 Div Aristocr	COM	74348a467	4,367,729	49,325	SH		SOLE		49,325	0	0
Procter & Gamble Co	COM	742718109	11,517,835	78,965	SH		SOLE		74,035	0	4,930
Progressive Corp	COM	743315103	2,124,325	15,250	SH		SOLE		14,875	0	375
Public Storage REIT	COM	74460d109	3,562,000	13,517	SH		SOLE		13,207	0	310
Qualcomm Inc	COM	747525103	1,135,815	10,227	SH		SOLE		10,227	0	0
RPM Int'l Inc	COM	749685103	618,446	6,523	SH		SOLE		6,523	0	0
RTX Corp	COM	75513e101	5,136,643	71,372	SH		SOLE		65,576	0	5,796
Realty Income Corp	COM	756109104	4,106,816	82,235	SH		SOLE		80,835	0	1,400
Reins Grp of America	COM	759351604	16,583,166	114,217	SH		SOLE		113,222	0	995
Republic Services	COM	760759100	18,103,900	127,036	SH		SOLE		124,731	0	2,305
ResMed Inc	COM	761152107	9,837,791	66,530	SH		SOLE		66,530	0	0
Rockwell Automation	COM	773903109	7,698,765	26,931	SH		SOLE		26,706	0	225
Roper Industries Inc	COM	776696106	219,379	453	SH		SOLE		453	0	0
Ross Stores	COM	778296103	8,382,810	74,217	SH		SOLE		73,017	0	1,200
S&P Global Inc	COM	78409v104	283,558	776	SH		SOLE		776	0	0
SPDR Gold Trust	COM	78463v107	278,606	1,625	SH		SOLE		1,625	0	0
SPDR S&P 500 ETF Trust	COM	78462f103	421,495	986	SH		SOLE		986	0	0
SPDR S&P 600 Small Cap Value E	COM	78464a300	253,295	3,500	SH		SOLE		3,500	0	0
STERIS Plc	COM	g8473t100	298,411	1,360	SH		SOLE		1,360	0	0
Salesforce.com	COM	79466l302	14,156,072	69,810	SH		SOLE		69,660	0	150
Schlumberger Ltd	COM	806857108	20,216,225	346,762	SH		SOLE		344,037	0	2,725
ServiceNow, Inc	COM	81762p102	17,094,115	30,582	SH		SOLE		30,512	0	70
Shell PLC Fun Spon ADR	COM	780259305	5,319,076	82,620	SH		SOLE		82,620	0	0
Sherwin Williams	COM	824348106	16,323,455	64,001	SH		SOLE		63,376	0	625
Shyft Group Inc.	COM	825698103	381,735	25,500	SH		SOLE		25,500	0	0
Snap-On Inc	COM	833034101	459,363	1,801	SH		SOLE		1,801	0	0
Southern Co	COM	842587107	1,660,715	25,660	SH		SOLE		25,160	0	500
Stanley Black & Decker Inc	COM	854502101	311,335	3,725	SH		SOLE		3,725	0	0
Starbucks Corp	COM	855244109	16,978,359	186,023	SH		SOLE		183,388	0	2,635
Stryker Corp	COM	863667101	25,225,141	92,308	SH		SOLE		90,888	0	1,420
Sysco Corp	COM	871829107	1,006,470	15,238	SH		SOLE		15,238	0	0
TELUS Corp	COM	87971m103	3,060,270	187,287	SH		SOLE		184,737	0	2,550
TJX Companies	COM	872540109	5,105,001	57,437	SH		SOLE		57,112	0	325
Taiwan Semiconductor	COM	874039100	7,304,814	84,060	SH		SOLE		82,760	0	1,300
Target Corp	COM	87612e106	5,023,637	45,434	SH		SOLE		44,518	0	916
Techtronic INDS LTD SP ADR	COM	87873r101	2,975,149	61,318	SH		SOLE		60,458	0	860
Tencent Holdings LTD-UNS ADR	COM	88032Q109	2,992,875	76,550	SH		SOLE		75,520	0	1,030
Terreno Realty Corp	COM	88146m101	6,192,904	109,030	SH		SOLE		107,370	0	1,660
Tesla Inc	COM	88160r101	250,470	1,001	SH		SOLE		1,001	0	0
Texas Instruments	COM	882508104	7,781,631	48,938	SH		SOLE		47,308	0	1,630
The Toro Co	COM	891092108	2,912,655	35,050	SH		SOLE		34,600	0	450
The Trade Desk Inc Cl A	COM	88339j105	8,326,492	106,545	SH		SOLE		106,325	0	220
Thermo Fisher Sci Inc	COM	883556102	8,544,656	16,881	SH		SOLE		16,866	0	15
Travelers Company Inc	COM	89417e109	2,038,272	12,481	SH		SOLE		7,806	0	4,675
Tyler Technologies Inc	COM	902252105	7,413,502	19,199	SH		SOLE		19,154	0	45
Union Pacific Corp	COM	907818108	7,560,986	37,131	SH		SOLE		36,721	0	410
United Health Group	COM	91324p102	17,410,185	34,531	SH		SOLE		33,941	0	590
United Parcel Service	COM	911312106	4,669,242	29,956	SH		SOLE		28,846	0	1,110
VF Corp	COM	918204108	4,837,162	273,750	SH		SOLE		260,650	0	13,100
Valero Energy Corp	COM	91913y100	3,210,298	22,654	SH		SOLE		22,324	0	330
Vanguard Mid-Cap ETF	COM	922908629	1,542,017	7,405	SH		SOLE		7,405	0	0
Vanguard S&P 500 ETF	COM	922908363	3,722,403	9,479	SH		SOLE		9,479	0	0
Vanguard Small Cap ETF	COM	922908751	1,499,905	7,933	SH		SOLE		7,933	0	0
Vanguard Total Intl Stk ETF	COM	921909768	2,522,398	47,130	SH		SOLE		47,130	0	0
Vanguard US Tot Mkt ETF	COM	922908769	7,533,333	35,466	SH		SOLE		35,466	0	0
Veeva Systems Inc	COM	922475108	7,694,682	37,821	SH		SOLE		37,746	0	75
Verizon Comm Inc	COM	92343v104	6,765,134	208,736	SH		SOLE		205,776	0	2,960
Vertex Pharmaceuticals	COM	92532f100	14,794,598	42,545	SH		SOLE		42,445	0	100
Visa Inc Cl A	COM	92826c839	28,259,719	122,863	SH		SOLE		121,088	0	1,775
WEC Energy Group Inc	COM	92939u106	6,640,542	82,440	SH		SOLE		81,915	0	525
WNS Holdings Ltd-ADR	COM	92932M101	8,094,573	118,238	SH		SOLE		116,703	0	1,535
Wal-Mart De Mexico SA Spon ADR	COM	93114w107	6,539,139	172,760	SH		SOLE		170,360	0	2,400
Walgreens Boots Alliance Inc	COM	931427108	3,915,174	176,042	SH		SOLE		162,952	0	13,090
Wallbridge Mining Co Ltd	COM	932397102	880	10,000	SH		SOLE		10,000	0	0
Walmart Inc	COM	931142103	18,672,616	116,755	SH		SOLE		115,705	0	1,050
Walt Disney Co	COM	254687106	9,760,365	120,424	SH		SOLE		119,099	0	1,325
Waste Management Inc	COM	94106l109	200,306	1,314	SH		SOLE		1,314	0	0
Wells Fargo & Co	COM	949746101	1,493,882	36,561	SH		SOLE		35,461	0	1,100
Welltower Inc	COM	95040q104	4,951,163	60,439	SH		SOLE		59,414	0	1,025
West Pharmaceutical Services	COM	955306105	12,317,394	32,828	SH		SOLE		32,378	0	450
Weyerhaeuser Co	COM	962166104	7,792,331	254,153	SH		SOLE		251,353	0	2,800
Whirlpool Corp	COM	963320106	3,938,133	29,455	SH		SOLE		28,970	0	485
WisdomTree Europe Hedged Eq Fu	COM	97717x701	7,179,915	181,770	SH		SOLE		179,360	0	2,410
Workday Inc Cl A	COM	98138h101	9,125,969	42,476	SH		SOLE		42,376	0	100
Xylem Inc	COM	98419m100	11,921,744	130,965	SH		SOLE		129,455	0	1,510
Yum! Brands Inc	COM	988498101	607,583	4,863	SH		SOLE		3,163	0	1,700
Zoetis Inc	COM	98978V103	16,714,259	96,070	SH		SOLE		94,845	0	1,225
iShares DJ Select DVD Index	COM	464287168	206,411	1,918	SH		SOLE		1,918	0	0
iShares Gold Trust	COM	464285204	412,637	11,793	SH		SOLE		11,793	0	0
iShares MSCI EAFE	COM	464287465	1,630,785	23,662	SH		SOLE		23,662	0	0
iShares MSCI EU Financial	COM	464289180	8,395,132	443,952	SH		SOLE		437,652	0	6,300
iShares MSCI Emerging Mkts	COM	464287234	5,109,626	134,641	SH		SOLE		133,341	0	1,300
iShares S&P 500 Growth	COM	464287309	573,360	8,380	SH		SOLE		8,380	0	0
iShares S&P 500 Val	COM	464287408	893,195	5,806	SH		SOLE		5,806	0	0
iShares S&P MidCap 400	COM	464287507	1,945,525	7,802	SH		SOLE		7,802	0	0
iShares S&P Smallcap 600	COM	464287804	345,719	3,665	SH		SOLE		3,665	0	0
iShares S&P Smallcap 600 Value	COM	464287879	445,598	4,994	SH		SOLE		4,994	0	0
iShares Trust S&P 500	COM	464287200	645,004	1,502	SH		SOLE		1,502	0	0
iShares-Russell 1000	COM	464287622	683,353	2,909	SH		SOLE		2,909	0	0
iShares-Russell 1000 Growth	COM	464287614	215,186	809	SH		SOLE		809	0	0
iShares-Russell 2000	COM	464287655	1,763,335	9,977	SH		SOLE		9,977	0	0
1-3yr Treasury Bond ETF	ETF	464287457	556,426	6,872	SH		SOLE		6,872	0	0
Intermediate Gov/Credit ETF	ETF	464288612	1,007,828	9,946	SH		SOLE		9,946	0	0
SPDR Barclays Capital HY	ETF	78468r622	208,462	2,306	SH		SOLE		2,306	0	0
Vanguard Intermediate-Term Cor	ETF	92206c870	316,457	4,165	SH		SOLE		4,165	0	0
Vanguard Short-Term Corp Bond	ETF	92206c409	1,295,887	17,244	SH		SOLE		17,244	0	0
Vanguard Short-Term Treas ETF	ETF	92206c102	776,678	13,484	SH		SOLE		13,484	0	0
Vanguard Total Bond Market ETF	ETF	921937835	3,959,666	56,745	SH		SOLE		56,745	0	0
iShares Broad USD Inv Grade C	ETF	464288620	210,787	4,385	SH		SOLE		4,385	0	0
iShares S&P PFD Stock Fund	ETF	464288687	826,110	27,400	SH		SOLE		27,400	0	0