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	2,073,540	300	SH		SOLE		300	0	0
3M Co	COM	88579y101	9,356,085	68,442	SH		SOLE		63,107	0	5,335
ASML Holdings NV NY Reg Shares	COM	N07059210	11,715,495	14,060	SH		SOLE		13,960	0	100
AT&T Inc	COM	00206r102	4,391,420	199,610	SH		SOLE		196,060	0	3,550
AbbVie Inc	COM	00287y109	20,018,820	101,371	SH		SOLE		93,001	0	8,370
Abbott Labs	COM	002824100	7,686,701	67,421	SH		SOLE		59,971	0	7,450
Accenture LTD Cl A	COM	g1151c101	10,643,636	30,111	SH		SOLE		29,721	0	390
Adobe Systems Inc	COM	00724f101	1,189,341	2,297	SH		SOLE		2,297	0	0
Advanced Micro Devices	COM	007903107	9,102,010	55,473	SH		SOLE		55,473	0	0
Aflac Inc	COM	001055102	5,301,556	47,420	SH		SOLE		47,420	0	0
Agilent Technologies	COM	00846u101	7,719,329	51,989	SH		SOLE		51,289	0	700
Air Products & Chem	COM	009158106	3,905,456	13,117	SH		SOLE		13,117	0	0
Airbnb Inc Cl A	COM	009066101	1,268,100	10,000	SH		SOLE		10,000	0	0
Airbus SE	COM	009279100	7,874,948	215,092	SH		SOLE		213,480	0	1,612
Allstate Corp	COM	020002101	834,460	4,400	SH		SOLE		4,400	0	0
Alphabet Inc Cl A	COM	02079k305	49,740,571	299,913	SH		SOLE		297,288	0	2,625
Alphabet Inc Cl C	COM	02079k107	2,840,892	16,992	SH		SOLE		16,092	0	900
Altria Group Inc	COM	02209s103	421,080	8,250	SH		SOLE		8,250	0	0
Amazon.com Inc	COM	023135106	41,258,679	221,428	SH		SOLE		220,428	0	1,000
Amer Electric Power	COM	025537101	210,330	2,050	SH		SOLE		2,050	0	0
American Express	COM	025816109	3,173,040	11,700	SH		SOLE		11,350	0	350
Amgen Inc	COM	031162100	8,082,960	25,086	SH		SOLE		24,891	0	195
Amphenol Corp Cl A	COM	032095101	35,924,467	551,327	SH		SOLE		543,937	0	7,390
Analog Devices	COM	032654105	816,413	3,547	SH		SOLE		3,547	0	0
Apple Computer Inc	COM	037833100	107,368,513	460,809	SH		SOLE		451,859	0	8,950
Applied Materials Inc	COM	038222105	2,876,788	14,238	SH		SOLE		13,863	0	375
AstraZeneca PLC	COM	046353108	3,939,909	50,570	SH		SOLE		50,175	0	395
Atlassian Corp PLC	COM	049468101	4,777,322	30,082	SH		SOLE		29,857	0	225
Autodesk Inc	COM	052769106	9,284,227	33,702	SH		SOLE		33,702	0	0
Automatic Data Proc	COM	053015103	11,226,659	40,569	SH		SOLE		38,419	0	2,150
Avery Dennison Corp	COM	053611109	670,007	3,035	SH		SOLE		3,035	0	0
Axon Enterprise Inc	COM	05464c101	28,860,710	72,224	SH		SOLE		72,224	0	0
BP PLC ADR	COM	055622104	1,920,534	61,183	SH		SOLE		61,183	0	0
Bank of America	COM	060505104	6,594,300	166,187	SH		SOLE		164,687	0	1,500
Bank of NY Mellon	COM	064058100	23,086,031	321,264	SH		SOLE		318,814	0	2,450
Baxter Int'l Inc	COM	071813109	322,745	8,500	SH		SOLE		8,500	0	0
Becton Dickinson	COM	075887109	294,865	1,223	SH		SOLE		1,223	0	0
Berkshire Hathaway Cl B	COM	084670702	6,588,622	14,315	SH		SOLE		14,065	0	250
Best Buy Co	COM	086516101	6,696,113	64,822	SH		SOLE		64,167	0	655
BlackRock, Inc	COM	09290d101	30,828,691	32,468	SH		SOLE		32,308	0	160
Blackstone Group Inc	COM	09260d107	1,194,720	7,802	SH		SOLE		7,802	0	0
Boeing Co	COM	097023105	10,214,807	67,185	SH		SOLE		66,175	0	1,010
Booz Allen Hamilton Cl A	COM	099502106	23,255,963	142,885	SH		SOLE		140,050	0	2,835
Boston Scientific Co	COM	101137107	278,635	3,325	SH		SOLE		3,325	0	0
Bristol-Myers Squibb	COM	110122108	5,766,164	111,445	SH		SOLE		96,313	0	15,132
Broadcom Inc	COM	11135f101	44,356,477	257,139	SH		SOLE		248,014	0	9,125
Brookfield Asset Mgmt Cl A	COM	113004105	8,950,578	189,270	SH		SOLE		187,705	0	1,565
Brown Forman Corp Cl B	COM	115637209	221,400	4,500	SH		SOLE		4,500	0	0
CDW Corp	COM	12514g108	11,797,924	52,134	SH		SOLE		51,264	0	870
CME Group Inc	COM	12572q105	6,725,853	30,482	SH		SOLE		30,212	0	270
CMS Energy Corp	COM	125896100	822,981	11,652	SH		SOLE		11,652	0	0
Cameco Corp	COM	13321l108	249,785	5,230	SH		SOLE		5,230	0	0
Canadian Nat'l Railway	COM	136375102	4,284,058	36,569	SH		SOLE		36,329	0	240
Capgemini	COM	13961r100	4,376,201	101,088	SH		SOLE		100,338	0	750
Cardinal Health	COM	14149y108	1,454,112	13,157	SH		SOLE		12,932	0	225
Carrier Global Corp	COM	14448c104	566,167	7,034	SH		SOLE		4,434	0	2,600
Casey's General Stores	COM	147528103	12,878,963	34,279	SH		SOLE		33,904	0	375
Caterpillar Inc	COM	149123101	4,908,556	12,550	SH		SOLE		12,450	0	100
Charles Schwab Corp	COM	808513105	234,547	3,619	SH		SOLE		3,619	0	0
Check Point Software	COM	m22465104	4,534,313	23,517	SH		SOLE		23,347	0	170
Chevron Corp	COM	166764100	11,594,195	78,727	SH		SOLE		76,252	0	2,475
Chipotle Mexican Grill	COM	169656105	17,792,768	308,795	SH		SOLE		308,795	0	0
Chubb Ltd	COM	h1467j104	15,169,314	52,600	SH		SOLE		51,725	0	875
Cincinnati Financial Corp	COM	172062101	544,208	3,998	SH		SOLE		3,998	0	0
Cintas Corp	COM	172908105	205,880	1,000	SH		SOLE		1,000	0	0
Cisco Systems Inc	COM	17275r102	8,689,283	163,271	SH		SOLE		162,571	0	700
Clorox Co	COM	189054109	5,719,933	35,111	SH		SOLE		34,666	0	445
CoStar Group Inc	COM	22160n109	8,303,228	110,064	SH		SOLE		110,064	0	0
Coca-Cola Co	COM	191216100	9,402,665	130,847	SH		SOLE		126,972	0	3,875
Cogent Communications Hldgs In	COM	19239V302	3,854,458	50,770	SH		SOLE		50,315	0	455
Colgate-Palmolive Co	COM	194162103	5,407,463	52,090	SH		SOLE		46,965	0	5,125
Comcast Corp Cl A	COM	20030n101	789,244	18,895	SH		SOLE		18,895	0	0
Comerica Inc	COM	200340107	1,907,175	31,834	SH		SOLE		29,886	0	1,948
ConocoPhillips	COM	20825c104	1,521,612	14,453	SH		SOLE		13,353	0	1,100
Consolidated Edison	COM	209115104	494,617	4,750	SH		SOLE		4,050	0	700
Constellation Brands Inc Cl A	COM	21036p108	16,246,839	63,048	SH		SOLE		62,348	0	700
Constellation Energy Corp	COM	21037t109	274,061	1,054	SH		SOLE		1,054	0	0
Corning Inc	COM	219350105	311,535	6,900	SH		SOLE		6,900	0	0
Corpay Inc	COM	219948106	11,702,228	37,416	SH		SOLE		37,416	0	0
Corteva Inc	COM	22052l104	7,319,120	124,496	SH		SOLE		122,946	0	1,550
Costco Wholesale	COM	22160k105	29,515,832	33,294	SH		SOLE		33,084	0	210
CrowdStrike Holdings Inc	COM	22788C105	11,359,035	40,500	SH		SOLE		40,500	0	0
D.R. Horton Inc	COM	23331a109	233,121	1,222	SH		SOLE		1,222	0	0
DBS Group	COM	23304y100	5,666,316	47,728	SH		SOLE		47,387	0	341
DT Midstream Inc	COM	23345m107	324,630	4,127	SH		SOLE		3,377	0	750
DTE Energy Co	COM	233331107	1,200,633	9,350	SH		SOLE		8,600	0	750
Daiichi Sankyo Co LTD Spon ADR	COM	23381d102	10,367,481	314,920	SH		SOLE		312,495	0	2,425
Danaher Corp	COM	235851102	604,693	2,175	SH		SOLE		2,175	0	0
Dassault Systems SA	COM	237545108	3,798,631	95,527	SH		SOLE		94,787	0	740
Deere & Co	COM	244199105	1,452,726	3,481	SH		SOLE		3,231	0	250
Delta Air Lines Inc	COM	247361702	227,895	4,487	SH		SOLE		4,487	0	0
Dexcom Inc	COM	252131107	5,540,856	82,650	SH		SOLE		82,650	0	0
Dominion Energy Inc	COM	25746u109	1,068,595	18,491	SH		SOLE		18,491	0	0
Donaldson Co Inc	COM	257651109	427,460	5,800	SH		SOLE		5,800	0	0
Dow Inc	COM	260557103	5,206,184	95,299	SH		SOLE		94,949	0	350
DuPont de Nemours Inc	COM	26614n102	1,105,416	12,405	SH		SOLE		12,405	0	0
Duke Energy Corp	COM	26441c204	10,164,963	88,161	SH		SOLE		80,881	0	7,280
Eaton Corp PLC	COM	g29183103	1,230,637	3,713	SH		SOLE		3,713	0	0
Ecolab Inc	COM	278865100	5,907,060	23,135	SH		SOLE		22,760	0	375
Eli Lilly & Co	COM	532457108	37,422,106	42,240	SH		SOLE		42,240	0	0
Emerson Electric Co	COM	291011104	8,046,351	73,570	SH		SOLE		65,530	0	8,040
Enbridge Inc	COM	29250n105	596,539	14,667	SH		SOLE		14,167	0	500
Esperion Therapeutics	COM	29664w105	36,300	22,000	SH		SOLE		22,000	0	0
Essex Property Trust Inc	COM	297178105	354,504	1,200	SH		SOLE		1,200	0	0
Exelon Corp	COM	30161n101	486,600	12,000	SH		SOLE		12,000	0	0
Expeditors Int'l of WA	COM	302130109	295,650	2,250	SH		SOLE		2,250	0	0
Experian PLC	COM	30215c101	8,372,890	158,794	SH		SOLE		157,874	0	920
Exxon Mobil Corp	COM	30231g102	23,958,306	204,388	SH		SOLE		196,050	0	8,338
Fastenal Co	COM	311900104	16,161,917	226,294	SH		SOLE		224,894	0	1,400
FedEx Corp	COM	31428x106	730,178	2,668	SH		SOLE		2,568	0	100
Fiserv Inc	COM	337738108	29,341,696	163,327	SH		SOLE		163,327	0	0
Flutter Entertainment	COM	g3643j108	275,719	1,162	SH		SOLE		1,162	0	0
Ford Motor Co	COM	345370860	1,744,908	165,238	SH		SOLE		164,438	0	800
Fortinet	COM	34959E109	520,360	6,710	SH		SOLE		6,710	0	0
GE Aerospace	COM	369604301	1,380,783	7,322	SH		SOLE		7,322	0	0
GE Healthcare Technologies	COM	36266g107	222,894	2,375	SH		SOLE		2,375	0	0
GE Vernova Inc	COM	36828a101	499,761	1,960	SH		SOLE		1,960	0	0
Garmin Ltd	COM	h2906t109	229,367	1,303	SH		SOLE		1,303	0	0
General Dynamics	COM	369550108	33,088,180	109,491	SH		SOLE		107,991	0	1,500
General Mills Inc	COM	370334104	421,240	5,704	SH		SOLE		3,329	0	2,375
Gentex Corp	COM	371901109	2,603,813	87,700	SH		SOLE		87,700	0	0
Genuine Parts Co	COM	372460105	672,699	4,816	SH		SOLE		4,816	0	0
Gilead Sciences Inc	COM	375558103	9,259,709	110,445	SH		SOLE		109,775	0	670
GlaxoSmithKline ADR	COM	37733w204	280,437	6,860	SH		SOLE		6,860	0	0
Globant SA	COM	L44385109	11,165,387	56,351	SH		SOLE		56,351	0	0
Globus Medical Inc	COM	379577208	748,595	10,464	SH		SOLE		10,464	0	0
Goldman Sachs Grp	COM	38141g104	768,411	1,552	SH		SOLE		1,552	0	0
Grainger W.W. Inc	COM	384802104	957,783	922	SH		SOLE		922	0	0
HDFC Bank Ltd ADR	COM	40415f101	4,353,550	69,590	SH		SOLE		69,055	0	535
HEICO Corp	COM	422806109	26,172,056	100,092	SH		SOLE		99,412	0	680
Hershey Co	COM	427866108	2,753,002	14,355	SH		SOLE		14,355	0	0
Home Depot Inc	COM	437076102	18,090,199	44,645	SH		SOLE		42,345	0	2,300
Honeywell Int'l Inc	COM	438516106	2,688,264	13,005	SH		SOLE		12,905	0	100
Huntington Bancshares	COM	446150104	621,354	42,269	SH		SOLE		42,269	0	0
IBM	COM	459200101	24,855,484	112,428	SH		SOLE		107,628	0	4,800
IDEXX Laboratories Inc	COM	45168d104	6,666,378	13,195	SH		SOLE		13,195	0	0
Icon PLC	COM	g4705a100	8,323,658	28,971	SH		SOLE		28,751	0	220
Illinois Tool Works	COM	452308109	925,369	3,531	SH		SOLE		2,731	0	800
Ingredion Inc	COM	457187102	839,010	6,105	SH		SOLE		6,105	0	0
Intel Corp	COM	458140100	3,933,702	167,677	SH		SOLE		164,952	0	2,725
Intercontinental Hotels ADR	COM	45857p806	331,470	3,000	SH		SOLE		3,000	0	0
IntercontinentalExchange	COM	45866f104	21,051,390	131,047	SH		SOLE		129,722	0	1,325
Intuit Inc	COM	461202103	10,469,439	16,859	SH		SOLE		16,859	0	0
Intuitive Surgical Inc	COM	46120e602	19,414,499	39,519	SH		SOLE		39,519	0	0
Invesco S&P 500 Eq Wt ETF	COM	46137v357	4,048,120	22,595	SH		SOLE		22,595	0	0
Invesco Van Kampen Muni.Op.Tr	COM	egb32c103	0	43,613	SH		SOLE		43,613	0	0
Iron Mountain Inc	COM	46284v101	7,223,676	60,790	SH		SOLE		60,190	0	600
JP Morgan Chase & Co	COM	46625h100	23,665,450	112,233	SH		SOLE		106,513	0	5,720
Japan Index (ETF)	COM	46434g822	8,681,021	121,345	SH		SOLE		120,445	0	900
Johnson & Johnson	COM	478160104	15,952,862	98,438	SH		SOLE		94,788	0	3,650
Kimberly-Clark Corp	COM	494368103	5,961,959	41,903	SH		SOLE		34,836	0	7,067
Kinder Morgan Inc	COM	49456b101	9,081,508	411,114	SH		SOLE		406,139	0	4,975
Kraft Heinz Co	COM	500754106	316,446	9,013	SH		SOLE		9,013	0	0
Linde PLC F	COM	g54950103	13,533,287	28,380	SH		SOLE		28,040	0	340
Lockheed Martin	COM	539830109	6,063,641	10,373	SH		SOLE		10,308	0	65
London Stock Exchange	COM	54211n101	4,863,466	141,912	SH		SOLE		140,872	0	1,040
Lowe's Companies	COM	548661107	1,116,173	4,121	SH		SOLE		4,121	0	0
MSCI Inc	COM	55354g100	11,199,834	19,213	SH		SOLE		19,143	0	70
MTU Aero Engines AG	COM	62473g102	6,591,280	42,185	SH		SOLE		41,860	0	325
Magna Int'l Cl A	COM	559222401	2,491,333	60,705	SH		SOLE		60,255	0	450
Marathon Petroleum Corp	COM	56585a102	598,694	3,675	SH		SOLE		2,775	0	900
Marsh & McLennan	COM	571748102	12,356,063	55,386	SH		SOLE		54,161	0	1,225
Martin Marietta Materials	COM	573284106	679,271	1,262	SH		SOLE		1,262	0	0
Mastercard Inc-A	COM	57636q104	18,356,027	37,173	SH		SOLE		37,173	0	0
McCormick & Co	COM	579780206	399,978	4,860	SH		SOLE		4,860	0	0
McDonald's Corp	COM	580135101	9,726,049	31,940	SH		SOLE		31,915	0	25
Medtronic PLC	COM	g5960l103	7,622,840	84,670	SH		SOLE		84,030	0	640
MercadoLibre Inc	COM	58733r102	11,304,248	5,509	SH		SOLE		5,469	0	40
Mercantile Bank Corp	COM	587376104	401,743	9,189	SH		SOLE		9,189	0	0
Merck & Co Inc	COM	58933y105	40,312,097	354,985	SH		SOLE		343,235	0	11,750
Meta Platforms	COM	30303m102	38,688,930	67,586	SH		SOLE		67,586	0	0
Microchip Technology	COM	595017104	996,800	12,415	SH		SOLE		12,415	0	0
Microsoft Corp	COM	594918104	93,039,286	216,220	SH		SOLE		213,990	0	2,230
Mondelez Int'l Inc	COM	609207105	12,250,069	166,283	SH		SOLE		164,533	0	1,750
Monolithic Power Sys Inc	COM	609839105	37,642,866	40,717	SH		SOLE		40,347	0	370
Motorola Solutions	COM	620076307	1,737,820	3,865	SH		SOLE		3,865	0	0
NICE Systems Ltd	COM	653656108	8,388,087	48,299	SH		SOLE		47,899	0	400
NVIDIA Corp	COM	67066g104	91,817,168	756,070	SH		SOLE		741,970	0	14,100
Neogen Corp	COM	640491106	2,409,915	143,362	SH		SOLE		140,862	0	2,500
Nestle SA ADR	COM	641069406	2,913,944	28,932	SH		SOLE		28,737	0	195
Netflix Inc	COM	64110l106	9,933,326	14,005	SH		SOLE		14,005	0	0
Neurocrine Biosciences	COM	64125c109	13,293,968	115,379	SH		SOLE		115,379	0	0
Newmont Corp	COM	651639106	411,565	7,700	SH		SOLE		7,700	0	0
NextEra Energy	COM	65339f101	1,993,217	23,580	SH		SOLE		23,580	0	0
Nike Inc	COM	654106103	218,348	2,470	SH		SOLE		2,470	0	0
Nordson Corporation	COM	655663102	2,465,570	9,388	SH		SOLE		9,388	0	0
Oracle Corp	COM	68389x105	3,026,304	17,760	SH		SOLE		17,760	0	0
Otis Worldwide Corp	COM	68902v107	294,670	2,835	SH		SOLE		1,635	0	1,200
PNC Financial	COM	693475105	4,049,139	21,905	SH		SOLE		21,720	0	185
PPG Industries Inc	COM	693506107	755,817	5,706	SH		SOLE		5,706	0	0
Palantir Tech Inc-A	COM	69608a108	418,500	11,250	SH		SOLE		11,250	0	0
Palo Alto Networks	COM	697435105	11,856,700	34,689	SH		SOLE		34,689	0	0
Parker Hannifin Corp	COM	701094104	571,797	905	SH		SOLE		905	0	0
PayPal Holdings Inc	COM	70450y103	736,213	9,435	SH		SOLE		9,435	0	0
Paychex Inc	COM	704326107	7,082,280	52,778	SH		SOLE		52,288	0	490
Pentair Plc	COM	g7s00t104	333,366	3,409	SH		SOLE		3,409	0	0
Penumbra Inc	COM	70975l107	7,756,272	39,917	SH		SOLE		39,917	0	0
Pepsico Inc	COM	713448108	31,105,863	182,922	SH		SOLE		175,837	0	7,085
Pfizer Inc	COM	717081103	13,727,921	474,358	SH		SOLE		467,058	0	7,300
Philip Morris Int'l	COM	718172109	640,385	5,275	SH		SOLE		5,275	0	0
Phillips 66	COM	718546104	280,646	2,135	SH		SOLE		1,535	0	600
Pinnacle West Cap Corp	COM	723484101	1,986,631	22,425	SH		SOLE		22,425	0	0
Principal Financial Group	COM	74251v102	5,945,568	69,215	SH		SOLE		68,505	0	710
Private Bancorp of Amer	COM	74274f100	234,000	5,200	SH		SOLE		5,200	0	0
ProShares S&P 500 Div Aristocr	COM	74348a467	454,371	4,256	SH		SOLE		4,256	0	0
Procter & Gamble Co	COM	742718109	13,093,920	75,600	SH		SOLE		70,670	0	4,930
Progressive Corp	COM	743315103	1,223,123	4,820	SH		SOLE		4,770	0	50
Public Storage REIT	COM	74460d109	3,552,099	9,762	SH		SOLE		9,667	0	95
Qualcomm Inc	COM	747525103	1,797,094	10,568	SH		SOLE		10,568	0	0
RPM Int'l Inc	COM	749685103	774,400	6,400	SH		SOLE		6,400	0	0
RTX Corp	COM	75513e101	6,644,778	54,843	SH		SOLE		50,642	0	4,201
Realty Income Corp	COM	756109104	3,158,633	49,805	SH		SOLE		49,380	0	425
Reins Grp of America	COM	759351604	12,542,558	57,569	SH		SOLE		57,274	0	295
Republic Services	COM	760759100	25,016,630	124,560	SH		SOLE		122,780	0	1,780
ResMed Inc	COM	761152107	15,217,220	62,335	SH		SOLE		62,335	0	0
Rockwell Automation	COM	773903109	5,951,758	22,170	SH		SOLE		21,970	0	200
Roper Industries Inc	COM	776696106	10,077,685	18,111	SH		SOLE		18,029	0	82
Ross Stores	COM	778296103	20,814,630	138,294	SH		SOLE		136,519	0	1,775
S&P Global Inc	COM	78409v104	452,042	875	SH		SOLE		875	0	0
SPDR Gold Trust	COM	78463v107	449,418	1,849	SH		SOLE		1,849	0	0
SPDR Index Dvlpd Wrld Ex-US ET	COM	78463x889	326,810	8,701	SH		SOLE		8,701	0	0
SPDR S&P 500 ETF Trust	COM	78462f103	527,859	920	SH		SOLE		920	0	0
SPDR S&P 600 Small Cap Value E	COM	78464a300	271,312	3,125	SH		SOLE		3,125	0	0
STERIS Plc	COM	g8473t100	358,959	1,480	SH		SOLE		1,480	0	0
Salesforce.com	COM	79466l302	11,612,420	42,426	SH		SOLE		42,426	0	0
Schlumberger Ltd	COM	806857108	15,634,094	372,684	SH		SOLE		370,884	0	1,800
ServiceNow, Inc	COM	81762p102	30,818,891	34,458	SH		SOLE		34,458	0	0
Shell PLC Fun Spon ADR	COM	780259305	4,384,026	66,475	SH		SOLE		66,475	0	0
Sherwin Williams	COM	824348106	24,732,598	64,801	SH		SOLE		64,401	0	400
Shopify Inc Cl A	COM	82509l107	223,190	2,785	SH		SOLE		2,785	0	0
Shyft Group Inc.	COM	825698103	320,025	25,500	SH		SOLE		25,500	0	0
Snap-On Inc	COM	833034101	546,972	1,888	SH		SOLE		1,888	0	0
Southern Co	COM	842587107	8,916,097	98,870	SH		SOLE		97,530	0	1,340
Stanley Black & Decker Inc	COM	854502101	404,728	3,675	SH		SOLE		3,675	0	0
Starbucks Corp	COM	855244109	11,735,792	120,379	SH		SOLE		119,304	0	1,075
State Street Corp	COM	857477103	9,527,334	107,690	SH		SOLE		106,590	0	1,100
Stryker Corp	COM	863667101	34,129,983	94,475	SH		SOLE		93,230	0	1,245
Sysco Corp	COM	871829107	1,135,773	14,550	SH		SOLE		14,550	0	0
T--Mobile US Inc	COM	872590104	21,234,650	102,901	SH		SOLE		102,226	0	675
TJX Companies	COM	872540109	5,258,622	44,739	SH		SOLE		44,414	0	325
Taiwan Semiconductor	COM	874039100	16,970,685	97,718	SH		SOLE		96,843	0	875
Target Corp	COM	87612e106	9,620,926	61,728	SH		SOLE		60,842	0	886
Techtronic INDS LTD SP ADR	COM	87873r101	10,378,752	136,523	SH		SOLE		135,523	0	1,000
Tencent Holdings LTD-UNS ADR	COM	88032Q109	11,594,904	202,570	SH		SOLE		200,845	0	1,725
Terreno Realty Corp	COM	88146m101	19,592,818	293,174	SH		SOLE		290,274	0	2,900
Tesla Inc	COM	88160r101	375,962	1,437	SH		SOLE		1,437	0	0
Texas Instruments	COM	882508104	10,365,269	50,178	SH		SOLE		48,863	0	1,315
The Toro Co	COM	891092108	1,671,287	19,270	SH		SOLE		19,170	0	100
The Trade Desk Inc Cl A	COM	88339j105	11,304,367	103,095	SH		SOLE		103,095	0	0
Thermo Fisher Sci Inc	COM	883556102	1,969,527	3,184	SH		SOLE		3,184	0	0
Travelers Company Inc	COM	89417e109	2,840,812	12,134	SH		SOLE		7,559	0	4,575
Tyler Technologies Inc	COM	902252105	21,658,347	37,104	SH		SOLE		37,104	0	0
Unilever PLC Spons ADR	COM	904767704	242,626	3,735	SH		SOLE		3,735	0	0
Union Pacific Corp	COM	907818108	18,568,817	75,336	SH		SOLE		74,501	0	835
United Health Group	COM	91324p102	31,166,367	53,305	SH		SOLE		52,680	0	625
United Parcel Service	COM	911312106	3,538,841	25,956	SH		SOLE		25,196	0	760
VF Corp	COM	918204108	544,336	27,285	SH		SOLE		26,385	0	900
Valero Energy Corp	COM	91913y100	409,141	3,030	SH		SOLE		3,030	0	0
Vanguard S&P 500 ETF	COM	922908363	810,890	1,537	SH		SOLE		1,537	0	0
Vanguard Total Intl Stk ETF	COM	921909768	3,101,693	47,910	SH		SOLE		47,910	0	0
Vanguard US Tot Mkt ETF	COM	922908769	10,246,428	36,186	SH		SOLE		36,186	0	0
Veeva Systems Inc	COM	922475108	7,288,785	34,730	SH		SOLE		34,730	0	0
Verizon Comm Inc	COM	92343v104	11,080,150	246,719	SH		SOLE		243,919	0	2,800
Vertex Pharmaceuticals	COM	92532f100	9,973,176	21,444	SH		SOLE		21,444	0	0
Visa Inc Cl A	COM	92826c839	25,580,248	93,036	SH		SOLE		91,886	0	1,150
WEC Energy Group Inc	COM	92939u106	7,782,789	80,919	SH		SOLE		80,569	0	350
Wal-Mart De Mexico SA Spon ADR	COM	93114w107	4,917,534	162,252	SH		SOLE		160,952	0	1,300
Walgreens Boots Alliance Inc	COM	931427108	138,880	15,500	SH		SOLE		15,500	0	0
Wallbridge Mining Co Ltd	COM	932397102	481	10,000	SH		SOLE		10,000	0	0
Walmart Inc	COM	931142103	24,225,773	300,010	SH		SOLE		297,310	0	2,700
Walt Disney Co	COM	254687106	10,287,424	106,949	SH		SOLE		105,774	0	1,175
Waste Management Inc	COM	94106l109	373,680	1,800	SH		SOLE		1,800	0	0
Wells Fargo & Co	COM	949746101	1,816,153	32,150	SH		SOLE		31,050	0	1,100
Welltower Inc	COM	95040q104	6,603,787	51,580	SH		SOLE		51,120	0	460
West Pharmaceutical Services	COM	955306105	8,676,725	28,907	SH		SOLE		28,532	0	375
Weyerhaeuser Co	COM	962166104	6,852,621	202,381	SH		SOLE		201,081	0	1,300
WisdomTree Europe Hedged Eq Fu	COM	97717x701	8,365,319	186,310	SH		SOLE		184,900	0	1,410
Workday Inc Cl A	COM	98138h101	16,359,339	66,934	SH		SOLE		66,934	0	0
Xylem Inc	COM	98419m100	19,264,055	142,665	SH		SOLE		141,455	0	1,210
Yum! Brands Inc	COM	988498101	681,785	4,880	SH		SOLE		3,180	0	1,700
Zoetis Inc	COM	98978V103	12,261,463	62,757	SH		SOLE		62,032	0	725
iShares DJ Select DVD Index	COM	464287168	251,635	1,863	SH		SOLE		1,863	0	0
iShares Gold Trust	COM	464285204	846,093	17,024	SH		SOLE		17,024	0	0
iShares MSCI EAFE	COM	464287465	4,183,591	50,025	SH		SOLE		50,025	0	0
iShares MSCI EU Financial	COM	464289180	13,369,780	540,630	SH		SOLE		536,430	0	4,200
iShares MSCI Emerging Mkts	COM	464287234	11,401,438	248,614	SH		SOLE		247,164	0	1,450
iShares S&P 500 Growth	COM	464287309	751,542	7,849	SH		SOLE		7,849	0	0
iShares S&P 500 Val	COM	464287408	1,015,623	5,151	SH		SOLE		5,151	0	0
iShares S&P MidCap 400	COM	464287507	2,153,779	34,560	SH		SOLE		34,560	0	0
iShares S&P Smallcap 600	COM	464287804	294,505	2,518	SH		SOLE		2,518	0	0
iShares S&P Smallcap 600 Growt	COM	464287887	6,784,515	48,638	SH		SOLE		48,638	0	0
iShares S&P Smallcap 600 Value	COM	464287879	5,230,809	48,586	SH		SOLE		48,586	0	0
iShares Trust S&P 500	COM	464287200	534,712	927	SH		SOLE		927	0	0
iShares-Russell 1000	COM	464287622	725,612	2,308	SH		SOLE		2,308	0	0
iShares-Russell 1000 Growth	COM	464287614	5,368,685	14,302	SH		SOLE		14,302	0	0
iShares-Russell 1000 Value	COM	464287598	4,358,377	22,963	SH		SOLE		22,963	0	0
iShares-Russell 2000	COM	464287655	2,134,902	9,665	SH		SOLE		9,665	0	0
1-3yr Treasury Bond ETF	ETF	464287457	547,543	6,585	SH		SOLE		6,585	0	0
Intermediate Gov/Credit ETF	ETF	464288612	985,427	9,201	SH		SOLE		9,201	0	0
Vanguard Intermediate-Term Cor	ETF	92206c870	495,381	5,915	SH		SOLE		5,915	0	0
Vanguard Total Bond Market ETF	ETF	921937835	6,510,159	86,675	SH		SOLE		86,675	0	0
iShares Broad USD Inv Grade C	ETF	464288620	227,934	4,335	SH		SOLE		4,335	0	0
iShares S&P PFD Stock Fund	ETF	464288687	493,465	14,850	SH		SOLE		14,850	0	0