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
Estimated average burden
hours per response:		23.8

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	2,042,760	300	SH		SOLE		300	0	0
3M Co	COM	88579y101	9,028,528	69,940	SH		SOLE		64,605	0	5,335
ASML Holdings NV NY Reg Shares	COM	N07059210	8,472,210	12,224	SH		SOLE		12,131	0	93
AT&T Inc	COM	00206r102	4,439,808	194,985	SH		SOLE		191,435	0	3,550
AbbVie Inc	COM	00287y109	19,148,759	107,759	SH		SOLE		99,549	0	8,210
Abbott Labs	COM	002824100	7,614,882	67,323	SH		SOLE		59,873	0	7,450
Accenture LTD Cl A	COM	g1151c101	10,556,866	30,009	SH		SOLE		29,619	0	390
Adobe Systems Inc	COM	00724f101	1,021,430	2,297	SH		SOLE		2,297	0	0
Advanced Micro Devices	COM	007903107	6,476,035	53,614	SH		SOLE		53,614	0	0
Aflac Inc	COM	001055102	4,845,647	46,845	SH		SOLE		46,845	0	0
Agilent Technologies	COM	00846u101	6,974,397	51,916	SH		SOLE		51,216	0	700
Air Products & Chem	COM	009158106	3,640,582	12,552	SH		SOLE		12,552	0	0
Airbnb Inc Cl A	COM	009066101	1,314,100	10,000	SH		SOLE		10,000	0	0
Airbus SE	COM	009279100	4,562,417	113,864	SH		SOLE		112,972	0	892
Allstate Corp	COM	020002101	848,276	4,400	SH		SOLE		4,400	0	0
Alphabet Inc Cl A	COM	02079k305	58,065,125	306,736	SH		SOLE		304,111	0	2,625
Alphabet Inc Cl C	COM	02079k107	3,235,956	16,992	SH		SOLE		16,092	0	900
Altria Group Inc	COM	02209s103	483,682	9,250	SH		SOLE		9,250	0	0
Amazon.com Inc	COM	023135106	48,758,111	222,244	SH		SOLE		221,244	0	1,000
American Express	COM	025816109	3,404,181	11,470	SH		SOLE		11,120	0	350
Amgen Inc	COM	031162100	4,873,707	18,699	SH		SOLE		18,569	0	130
Amphenol Corp Cl A	COM	032095101	38,487,245	554,172	SH		SOLE		546,782	0	7,390
Analog Devices	COM	032654105	753,596	3,547	SH		SOLE		3,547	0	0
Apple Computer Inc	COM	037833100	113,192,008	452,009	SH		SOLE		443,059	0	8,950
Applied Materials Inc	COM	038222105	2,065,889	12,703	SH		SOLE		12,328	0	375
AstraZeneca PLC	COM	046353108	7,834,554	119,575	SH		SOLE		118,610	0	965
Atlassian Corp PLC	COM	049468101	7,237,391	29,737	SH		SOLE		29,512	0	225
Autodesk Inc	COM	052769106	20,246,841	68,501	SH		SOLE		68,501	0	0
Automatic Data Proc	COM	053015103	10,475,050	35,784	SH		SOLE		33,634	0	2,150
Avery Dennison Corp	COM	053611109	567,940	3,035	SH		SOLE		3,035	0	0
Axon Enterprise Inc	COM	05464c101	21,186,914	35,649	SH		SOLE		35,649	0	0
BP PLC ADR	COM	055622104	1,812,264	61,308	SH		SOLE		61,308	0	0
Bank of America	COM	060505104	6,896,942	156,927	SH		SOLE		155,427	0	1,500
Bank of NY Mellon	COM	064058100	31,793,944	413,822	SH		SOLE		408,547	0	5,275
Baxter Int'l Inc	COM	071813109	247,860	8,500	SH		SOLE		8,500	0	0
Becton Dickinson	COM	075887109	277,462	1,223	SH		SOLE		1,223	0	0
Berkshire Hathaway Cl B	COM	084670702	6,285,634	13,867	SH		SOLE		13,617	0	250
Best Buy Co	COM	086516101	5,913,508	68,922	SH		SOLE		68,267	0	655
BlackRock, Inc	COM	09290d101	33,570,302	32,748	SH		SOLE		32,588	0	160
Blackstone Group Inc	COM	09260d107	1,345,221	7,802	SH		SOLE		7,802	0	0
Boeing Co	COM	097023105	16,630,743	93,959	SH		SOLE		92,799	0	1,160
Booz Allen Hamilton Cl A	COM	099502106	18,155,452	141,068	SH		SOLE		139,218	0	1,850
Boston Scientific Co	COM	101137107	288,057	3,225	SH		SOLE		3,225	0	0
Bristol-Myers Squibb	COM	110122108	6,306,723	111,505	SH		SOLE		96,373	0	15,132
Broadcom Inc	COM	11135f101	47,711,513	205,795	SH		SOLE		196,895	0	8,900
Brookfield Asset Mgmt Cl A	COM	113004105	10,162,251	187,530	SH		SOLE		185,965	0	1,565
CME Group Inc	COM	12572q105	7,203,775	31,020	SH		SOLE		30,750	0	270
CMS Energy Corp	COM	125896100	776,606	11,652	SH		SOLE		11,652	0	0
Cameco Corp	COM	13321l108	268,770	5,230	SH		SOLE		5,230	0	0
Canadian Nat'l Railway	COM	136375102	3,474,281	34,226	SH		SOLE		33,986	0	240
Capgemini	COM	13961r100	3,236,750	98,823	SH		SOLE		98,073	0	750
Cardinal Health	COM	14149y108	1,428,465	12,078	SH		SOLE		11,853	0	225
Carrier Global Corp	COM	14448c104	480,141	7,034	SH		SOLE		4,434	0	2,600
Casey's General Stores	COM	147528103	13,862,107	34,985	SH		SOLE		34,610	0	375
Caterpillar Inc	COM	149123101	4,471,017	12,325	SH		SOLE		12,225	0	100
Charles Schwab Corp	COM	808513105	267,842	3,619	SH		SOLE		3,619	0	0
Check Point Software	COM	m22465104	4,406,867	23,604	SH		SOLE		23,434	0	170
Chevron Corp	COM	166764100	11,622,139	80,241	SH		SOLE		77,766	0	2,475
Chipotle Mexican Grill	COM	169656105	18,812,997	311,990	SH		SOLE		311,990	0	0
Chubb Ltd	COM	h1467j104	14,437,228	52,252	SH		SOLE		51,377	0	875
Cincinnati Financial Corp	COM	172062101	570,920	3,973	SH		SOLE		3,973	0	0
Cisco Systems Inc	COM	17275r102	9,394,803	158,696	SH		SOLE		157,996	0	700
Citigroup Inc	COM	172967424	6,642,915	94,373	SH		SOLE		93,423	0	950
Clorox Co	COM	189054109	5,694,907	35,065	SH		SOLE		34,620	0	445
CoStar Group Inc	COM	22160n109	7,591,475	106,041	SH		SOLE		106,041	0	0
Coca-Cola Co	COM	191216100	7,309,884	117,409	SH		SOLE		113,834	0	3,575
Cogent Communications Hldgs In	COM	19239V302	3,312,854	42,985	SH		SOLE		42,560	0	425
Colgate-Palmolive Co	COM	194162103	4,468,226	49,150	SH		SOLE		44,225	0	4,925
Comcast Corp Cl A	COM	20030n101	371,134	9,889	SH		SOLE		9,889	0	0
Comerica Inc	COM	200340107	1,495,966	24,187	SH		SOLE		22,239	0	1,948
ConocoPhillips	COM	20825c104	1,434,792	14,468	SH		SOLE		13,368	0	1,100
Consolidated Edison	COM	209115104	388,329	4,352	SH		SOLE		3,652	0	700
Constellation Brands Inc Cl A	COM	21036p108	10,273,406	46,486	SH		SOLE		45,911	0	575
Constellation Energy Corp	COM	21037t109	235,790	1,054	SH		SOLE		1,054	0	0
Corning Inc	COM	219350105	327,888	6,900	SH		SOLE		6,900	0	0
Corpay Inc	COM	219948106	19,188,752	56,701	SH		SOLE		56,701	0	0
Corteva Inc	COM	22052l104	7,229,705	126,926	SH		SOLE		125,376	0	1,550
Costco Wholesale	COM	22160k105	26,247,507	28,646	SH		SOLE		28,486	0	160
CrowdStrike Holdings Inc	COM	22788C105	10,838,260	31,676	SH		SOLE		31,676	0	0
DBS Group	COM	23304y100	6,097,452	47,565	SH		SOLE		47,224	0	341
DT Midstream Inc	COM	23345m107	508,684	5,116	SH		SOLE		4,366	0	750
DTE Energy Co	COM	233331107	1,129,012	9,350	SH		SOLE		8,600	0	750
Daiichi Sankyo Co LTD Spon ADR	COM	23381d102	7,951,342	287,135	SH		SOLE		284,810	0	2,325
Danaher Corp	COM	235851102	506,617	2,207	SH		SOLE		2,207	0	0
Dassault Systems SA	COM	237545108	3,275,925	94,437	SH		SOLE		93,697	0	740
Deere & Co	COM	244199105	1,464,307	3,456	SH		SOLE		3,206	0	250
Delta Air Lines Inc	COM	247361702	279,026	4,612	SH		SOLE		4,612	0	0
Dominion Energy Inc	COM	25746u109	777,792	14,441	SH		SOLE		14,441	0	0
Donaldson Co Inc	COM	257651109	390,630	5,800	SH		SOLE		5,800	0	0
Dow Inc	COM	260557103	2,999,316	74,740	SH		SOLE		74,390	0	350
DuPont de Nemours Inc	COM	26614n102	838,162	10,992	SH		SOLE		10,992	0	0
Duke Energy Corp	COM	26441c204	9,751,332	90,508	SH		SOLE		83,228	0	7,280
Eaton Corp PLC	COM	g29183103	1,232,233	3,713	SH		SOLE		3,713	0	0
Ecolab Inc	COM	278865100	5,096,929	21,752	SH		SOLE		21,377	0	375
Eli Lilly & Co	COM	532457108	50,058,796	64,843	SH		SOLE		64,518	0	325
Emerson Electric Co	COM	291011104	8,828,030	71,234	SH		SOLE		63,494	0	7,740
Enbridge Inc	COM	29250n105	611,118	14,404	SH		SOLE		13,904	0	500
Esperion Therapeutics	COM	29664w105	48,400	22,000	SH		SOLE		22,000	0	0
Essex Property Trust Inc	COM	297178105	342,528	1,200	SH		SOLE		1,200	0	0
Exelon Corp	COM	30161n101	451,680	12,000	SH		SOLE		12,000	0	0
Expeditors Int'l of WA	COM	302130109	260,309	2,350	SH		SOLE		2,350	0	0
Experian PLC	COM	30215c101	7,010,156	162,479	SH		SOLE		161,559	0	920
Exxon Mobil Corp	COM	30231g102	21,484,944	199,730	SH		SOLE		191,392	0	8,338
Fastenal Co	COM	311900104	15,860,542	220,561	SH		SOLE		219,161	0	1,400
FedEx Corp	COM	31428x106	750,588	2,668	SH		SOLE		2,568	0	100
Fiserv Inc	COM	337738108	33,297,555	162,095	SH		SOLE		162,095	0	0
Flutter Entertainment	COM	g3643j108	352,267	1,363	SH		SOLE		1,363	0	0
Ford Motor Co	COM	345370860	1,630,733	164,721	SH		SOLE		163,921	0	800
Fortinet	COM	34959E109	615,065	6,510	SH		SOLE		6,510	0	0
GE Aerospace	COM	369604301	1,221,236	7,322	SH		SOLE		7,322	0	0
GE Vernova Inc	COM	36828a101	644,703	1,960	SH		SOLE		1,960	0	0
Garmin Ltd	COM	h2906t109	256,381	1,243	SH		SOLE		1,243	0	0
General Dynamics	COM	369550108	15,640,503	59,359	SH		SOLE		58,694	0	665
General Mills Inc	COM	370334104	371,715	5,829	SH		SOLE		3,454	0	2,375
General Motors	COM	37045v100	210,630	3,954	SH		SOLE		3,954	0	0
Gentex Corp	COM	371901109	2,519,621	87,700	SH		SOLE		87,700	0	0
Genuine Parts Co	COM	372460105	562,316	4,816	SH		SOLE		4,816	0	0
Gilead Sciences Inc	COM	375558103	10,309,878	111,615	SH		SOLE		110,945	0	670
GlaxoSmithKline ADR	COM	37733w204	238,769	7,060	SH		SOLE		7,060	0	0
Globant SA	COM	L44385109	11,792,886	54,999	SH		SOLE		54,999	0	0
Globus Medical Inc	COM	379577208	851,499	10,295	SH		SOLE		10,295	0	0
Goldman Sachs Grp	COM	38141g104	888,706	1,552	SH		SOLE		1,552	0	0
Grainger W.W. Inc	COM	384802104	927,564	880	SH		SOLE		880	0	0
HDFC Bank Ltd ADR	COM	40415f101	4,380,477	68,595	SH		SOLE		68,060	0	535
HEICO Corp	COM	422806109	23,966,569	100,810	SH		SOLE		99,955	0	855
Hershey Co	COM	427866108	3,024,591	17,860	SH		SOLE		17,860	0	0
Home Depot Inc	COM	437076102	17,397,621	44,725	SH		SOLE		42,425	0	2,300
Honeywell Int'l Inc	COM	438516106	2,860,897	12,665	SH		SOLE		12,565	0	100
Huntington Bancshares	COM	446150104	687,717	42,269	SH		SOLE		42,269	0	0
IBM	COM	459200101	19,885,392	90,458	SH		SOLE		85,833	0	4,625
IDEXX Laboratories Inc	COM	45168d104	5,125,002	12,396	SH		SOLE		12,396	0	0
Icon PLC	COM	g4705a100	3,800,365	18,122	SH		SOLE		17,997	0	125
Illinois Tool Works	COM	452308109	888,981	3,506	SH		SOLE		2,706	0	800
Ingredion Inc	COM	457187102	726,317	5,280	SH		SOLE		5,280	0	0
Intel Corp	COM	458140100	1,914,875	95,505	SH		SOLE		93,380	0	2,125
Intercontinental Hotels ADR	COM	45857p806	374,760	3,000	SH		SOLE		3,000	0	0
IntercontinentalExchange	COM	45866f104	30,007,634	201,380	SH		SOLE		199,755	0	1,625
Intuit Inc	COM	461202103	11,016,348	17,528	SH		SOLE		17,528	0	0
Intuitive Surgical Inc	COM	46120e602	22,043,415	42,232	SH		SOLE		42,232	0	0
Invesco S&P 500 Eq Wt ETF	COM	46137v357	4,255,461	24,285	SH		SOLE		24,285	0	0
Invesco Van Kampen Muni.Op.Tr	COM	egb32c103	0	43,613	SH		SOLE		43,613	0	0
Iron Mountain Inc	COM	46284v101	3,507,521	33,370	SH		SOLE		33,095	0	275
JP Morgan Chase & Co	COM	46625h100	26,201,981	109,307	SH		SOLE		103,762	0	5,545
Japan Index (ETF)	COM	46434g822	8,010,062	119,375	SH		SOLE		118,475	0	900
Johnson & Johnson	COM	478160104	14,048,821	97,143	SH		SOLE		93,593	0	3,550
Kimberly-Clark Corp	COM	494368103	5,258,242	40,127	SH		SOLE		33,060	0	7,067
Kinder Morgan Inc	COM	49456b101	7,430,606	271,190	SH		SOLE		268,840	0	2,350
Kraft Heinz Co	COM	500754106	276,789	9,013	SH		SOLE		9,013	0	0
Linde PLC F	COM	g54950103	11,861,758	28,332	SH		SOLE		27,992	0	340
Lockheed Martin	COM	539830109	5,228,228	10,759	SH		SOLE		10,694	0	65
London Stock Exchange	COM	54211n101	5,039,086	142,617	SH		SOLE		141,577	0	1,040
Lonza Group AG	COM	54338v101	4,047,561	68,460	SH		SOLE		67,950	0	510
Lowe's Companies	COM	548661107	1,004,723	4,071	SH		SOLE		4,071	0	0
MSCI Inc	COM	55354g100	20,832,347	34,720	SH		SOLE		34,275	0	445
MTU Aero Engines AG	COM	62473g102	7,062,881	42,365	SH		SOLE		42,040	0	325
Marathon Petroleum Corp	COM	56585a102	484,762	3,475	SH		SOLE		2,775	0	700
Marsh & McLennan	COM	571748102	11,988,633	56,441	SH		SOLE		55,216	0	1,225
Martin Marietta Materials	COM	573284106	369,297	715	SH		SOLE		715	0	0
Marvell Tech Grp Ltd	COM	573874104	10,573,599	95,732	SH		SOLE		95,732	0	0
Mastercard Inc-A	COM	57636q104	19,863,800	37,723	SH		SOLE		37,723	0	0
McCormick & Co	COM	579780206	374,338	4,910	SH		SOLE		4,910	0	0
McDonald's Corp	COM	580135101	8,463,049	29,194	SH		SOLE		29,169	0	25
Medtronic PLC	COM	g5960l103	7,023,050	87,920	SH		SOLE		87,280	0	640
MercadoLibre Inc	COM	58733r102	9,337,116	5,491	SH		SOLE		5,451	0	40
Mercantile Bank Corp	COM	587376104	408,819	9,189	SH		SOLE		9,189	0	0
Merck & Co Inc	COM	58933y105	26,124,542	262,611	SH		SOLE		251,411	0	11,200
Meta Platforms	COM	30303m102	26,894,231	45,933	SH		SOLE		45,933	0	0
Microchip Technology	COM	595017104	361,018	6,295	SH		SOLE		6,295	0	0
Microsoft Corp	COM	594918104	91,603,998	217,329	SH		SOLE		215,099	0	2,230
Mondelez Int'l Inc	COM	609207105	9,800,498	164,080	SH		SOLE		162,330	0	1,750
Monolithic Power Sys Inc	COM	609839105	20,350,930	34,394	SH		SOLE		34,139	0	255
Motorola Solutions	COM	620076307	1,690,375	3,657	SH		SOLE		3,657	0	0
NICE Systems Ltd	COM	653656108	7,896,541	46,494	SH		SOLE		46,094	0	400
NVIDIA Corp	COM	67066g104	99,773,606	742,971	SH		SOLE		728,216	0	14,755
Neogen Corp	COM	640491106	1,783,754	146,932	SH		SOLE		144,432	0	2,500
Nestle SA ADR	COM	641069406	2,180,831	26,394	SH		SOLE		26,199	0	195
Netflix Inc	COM	64110l106	13,752,176	15,429	SH		SOLE		15,429	0	0
Neurocrine Biosciences	COM	64125c109	15,739,542	115,308	SH		SOLE		115,308	0	0
Newmont Corp	COM	651639106	305,204	8,200	SH		SOLE		8,200	0	0
NextEra Energy	COM	65339f101	1,654,605	23,080	SH		SOLE		23,080	0	0
Nike Inc	COM	654106103	202,039	2,670	SH		SOLE		2,670	0	0
Nordson Corporation	COM	655663102	2,019,794	9,653	SH		SOLE		9,653	0	0
Oracle Corp	COM	68389x105	2,646,243	15,880	SH		SOLE		15,880	0	0
Otis Worldwide Corp	COM	68902v107	248,658	2,685	SH		SOLE		1,485	0	1,200
PNC Financial	COM	693475105	10,015,665	51,935	SH		SOLE		51,450	0	485
PPG Industries Inc	COM	693506107	660,678	5,531	SH		SOLE		5,531	0	0
Palantir Tech Inc-A	COM	69608a108	952,938	12,600	SH		SOLE		12,600	0	0
Palo Alto Networks	COM	697435105	12,910,790	70,954	SH		SOLE		70,954	0	0
Parker Hannifin Corp	COM	701094104	543,806	855	SH		SOLE		855	0	0
PayPal Holdings Inc	COM	70450y103	803,570	9,415	SH		SOLE		9,415	0	0
Paychex Inc	COM	704326107	7,519,718	53,628	SH		SOLE		53,138	0	490
Pentair Plc	COM	g7s00t104	343,082	3,409	SH		SOLE		3,409	0	0
Penumbra Inc	COM	70975l107	9,303,754	39,177	SH		SOLE		39,177	0	0
Pepsico Inc	COM	713448108	27,300,071	179,535	SH		SOLE		172,450	0	7,085
Pfizer Inc	COM	717081103	12,505,579	471,375	SH		SOLE		464,075	0	7,300
Philip Morris Int'l	COM	718172109	580,689	4,825	SH		SOLE		4,825	0	0
Phillips 66	COM	718546104	220,682	1,937	SH		SOLE		1,337	0	600
Pinnacle West Cap Corp	COM	723484101	1,888,252	22,275	SH		SOLE		22,275	0	0
Principal Financial Group	COM	74251v102	5,573,520	72,000	SH		SOLE		71,290	0	710
Private Bancorp of Amer	COM	74274f100	300,248	5,200	SH		SOLE		5,200	0	0
ProShares S&P 500 Div Aristocr	COM	74348a467	403,775	4,056	SH		SOLE		4,056	0	0
Procter & Gamble Co	COM	742718109	12,575,426	75,010	SH		SOLE		70,080	0	4,930
Progressive Corp	COM	743315103	1,085,433	4,530	SH		SOLE		4,480	0	50
Public Storage REIT	COM	74460d109	3,027,039	10,109	SH		SOLE		10,014	0	95
Qualcomm Inc	COM	747525103	1,592,277	10,365	SH		SOLE		10,365	0	0
RPM Int'l Inc	COM	749685103	775,278	6,300	SH		SOLE		6,300	0	0
RTX Corp	COM	75513e101	6,269,131	54,175	SH		SOLE		49,974	0	4,201
Realty Income Corp	COM	756109104	2,793,877	52,310	SH		SOLE		51,885	0	425
Reins Grp of America	COM	759351604	12,368,963	57,899	SH		SOLE		57,604	0	295
Republic Services	COM	760759100	24,908,297	123,811	SH		SOLE		122,031	0	1,780
ResMed Inc	COM	761152107	13,986,680	61,160	SH		SOLE		61,160	0	0
Rockwell Automation	COM	773903109	6,237,367	21,825	SH		SOLE		21,625	0	200
Roper Industries Inc	COM	776696106	9,473,746	18,224	SH		SOLE		18,142	0	82
Ross Stores	COM	778296103	20,840,317	137,769	SH		SOLE		135,994	0	1,775
S&P Global Inc	COM	78409v104	435,776	875	SH		SOLE		875	0	0
SPDR Gold Trust	COM	78463v107	462,226	1,909	SH		SOLE		1,909	0	0
SPDR Index Dvlpd Wrld Ex-US ET	COM	78463x889	300,045	8,791	SH		SOLE		8,791	0	0
SPDR S&P 500 ETF Trust	COM	78462f103	607,179	1,036	SH		SOLE		1,036	0	0
SPDR S&P 500 Growth	COM	78464a409	1,048,207	11,925	SH		SOLE		11,925	0	0
SPDR S&P 600 Small Cap Value E	COM	78464a300	244,300	2,800	SH		SOLE		2,800	0	0
STERIS Plc	COM	g8473t100	304,229	1,480	SH		SOLE		1,480	0	0
Salesforce.com	COM	79466l302	14,153,192	42,333	SH		SOLE		42,333	0	0
Schlumberger Ltd	COM	806857108	12,176,171	317,584	SH		SOLE		315,859	0	1,725
ServiceNow, Inc	COM	81762p102	32,404,688	30,567	SH		SOLE		30,567	0	0
Shell PLC Fun Spon ADR	COM	780259305	3,956,974	63,160	SH		SOLE		63,160	0	0
Sherwin Williams	COM	824348106	21,644,363	63,673	SH		SOLE		63,273	0	400
Shopify Inc Cl A	COM	82509l107	296,129	2,785	SH		SOLE		2,785	0	0
Shyft Group Inc.	COM	825698103	299,370	25,500	SH		SOLE		25,500	0	0
Snap-On Inc	COM	833034101	640,938	1,888	SH		SOLE		1,888	0	0
Southern Co	COM	842587107	8,266,163	100,415	SH		SOLE		99,075	0	1,340
Stanley Black & Decker Inc	COM	854502101	295,066	3,675	SH		SOLE		3,675	0	0
Starbucks Corp	COM	855244109	10,756,499	117,879	SH		SOLE		116,804	0	1,075
State Street Corp	COM	857477103	11,102,728	113,120	SH		SOLE		112,020	0	1,100
Stryker Corp	COM	863667101	34,349,624	95,402	SH		SOLE		94,157	0	1,245
Sysco Corp	COM	871829107	1,112,493	14,550	SH		SOLE		14,550	0	0
T--Mobile US Inc	COM	872590104	23,391,420	105,973	SH		SOLE		105,298	0	675
TJX Companies	COM	872540109	5,076,315	42,019	SH		SOLE		41,694	0	325
Taiwan Semiconductor	COM	874039100	19,086,026	96,643	SH		SOLE		95,768	0	875
Target Corp	COM	87612e106	6,968,259	51,548	SH		SOLE		50,737	0	811
Techtronic INDS LTD SP ADR	COM	87873r101	8,992,727	136,303	SH		SOLE		135,303	0	1,000
Tencent Holdings LTD-UNS ADR	COM	88032Q109	10,809,944	201,370	SH		SOLE		199,645	0	1,725
Terreno Realty Corp	COM	88146m101	17,377,402	293,835	SH		SOLE		290,935	0	2,900
Tesla Inc	COM	88160r101	598,491	1,482	SH		SOLE		1,482	0	0
Texas Instruments	COM	882508104	9,623,201	51,321	SH		SOLE		50,006	0	1,315
The Toro Co	COM	891092108	1,512,288	18,880	SH		SOLE		18,780	0	100
The Trade Desk Inc Cl A	COM	88339j105	12,319,024	104,816	SH		SOLE		104,816	0	0
Thermo Fisher Sci Inc	COM	883556102	1,656,412	3,184	SH		SOLE		3,184	0	0
Travelers Company Inc	COM	89417e109	2,698,932	11,204	SH		SOLE		6,804	0	4,400
Tyler Technologies Inc	COM	902252105	21,855,233	37,901	SH		SOLE		37,901	0	0
Unilever PLC Spons ADR	COM	904767704	211,774	3,735	SH		SOLE		3,735	0	0
Union Pacific Corp	COM	907818108	10,957,778	48,052	SH		SOLE		47,367	0	685
United Health Group	COM	91324p102	27,248,655	53,866	SH		SOLE		53,241	0	625
United Parcel Service	COM	911312106	3,176,837	25,193	SH		SOLE		24,433	0	760
VF Corp	COM	918204108	513,109	23,910	SH		SOLE		23,010	0	900
Valero Energy Corp	COM	91913y100	371,448	3,030	SH		SOLE		3,030	0	0
Vanguard S&P 500 ETF	COM	922908363	897,516	1,666	SH		SOLE		1,666	0	0
Vanguard Total Intl Stk ETF	COM	921909768	3,715,536	63,050	SH		SOLE		63,050	0	0
Vanguard US Tot Mkt ETF	COM	922908769	10,671,094	36,821	SH		SOLE		36,821	0	0
Veeva Systems Inc	COM	922475108	9,386,401	44,644	SH		SOLE		44,644	0	0
Verizon Comm Inc	COM	92343v104	10,209,007	255,289	SH		SOLE		252,889	0	2,400
Vertex Pharmaceuticals	COM	92532f100	8,916,181	22,141	SH		SOLE		22,141	0	0
Visa Inc Cl A	COM	92826c839	36,853,740	116,611	SH		SOLE		115,361	0	1,250
WEC Energy Group Inc	COM	92939u106	21,259,341	226,067	SH		SOLE		225,042	0	1,025
Wal-Mart De Mexico SA Spon ADR	COM	93114w107	3,650,950	138,325	SH		SOLE		137,175	0	1,150
Walgreens Boots Alliance Inc	COM	931427108	113,826	12,200	SH		SOLE		12,200	0	0
Wallbridge Mining Co Ltd	COM	932397102	452	10,000	SH		SOLE		10,000	0	0
Walmart Inc	COM	931142103	25,258,026	279,558	SH		SOLE		276,858	0	2,700
Walt Disney Co	COM	254687106	11,591,424	104,099	SH		SOLE		102,924	0	1,175
Waste Management Inc	COM	94106l109	363,222	1,800	SH		SOLE		1,800	0	0
Wells Fargo & Co	COM	949746101	22,306,468	317,575	SH		SOLE		315,175	0	2,400
Welltower Inc	COM	95040q104	6,840,908	54,280	SH		SOLE		53,820	0	460
West Pharmaceutical Services	COM	955306105	9,437,986	28,813	SH		SOLE		28,438	0	375
Weyerhaeuser Co	COM	962166104	6,172,028	219,255	SH		SOLE		217,605	0	1,650
WisdomTree Europe Hedged Eq Fu	COM	97717x701	7,861,512	179,815	SH		SOLE		178,405	0	1,410
Workday Inc Cl A	COM	98138h101	17,339,874	67,201	SH		SOLE		67,201	0	0
Xylem Inc	COM	98419m100	11,149,290	96,098	SH		SOLE		94,888	0	1,210
Yum! Brands Inc	COM	988498101	654,701	4,880	SH		SOLE		3,180	0	1,700
Zoetis Inc	COM	98978V103	10,234,122	62,813	SH		SOLE		62,088	0	725
iShares DJ Select DVD Index	COM	464287168	231,464	1,763	SH		SOLE		1,763	0	0
iShares Gold Trust	COM	464285204	941,878	19,024	SH		SOLE		19,024	0	0
iShares MSCI EAFE	COM	464287465	4,184,938	55,349	SH		SOLE		55,349	0	0
iShares MSCI EU Financial	COM	464289180	12,559,865	539,050	SH		SOLE		534,850	0	4,200
iShares MSCI Emerging Mkts	COM	464287234	10,532,158	251,845	SH		SOLE		250,395	0	1,450
iShares S&P 500 Growth	COM	464287309	798,432	7,864	SH		SOLE		7,864	0	0
iShares S&P 500 Val	COM	464287408	984,941	5,160	SH		SOLE		5,160	0	0
iShares S&P MidCap 400	COM	464287507	2,059,969	33,060	SH		SOLE		33,060	0	0
iShares S&P Smallcap 600	COM	464287804	267,195	2,319	SH		SOLE		2,319	0	0
iShares S&P Smallcap 600 Growt	COM	464287887	6,584,126	48,638	SH		SOLE		48,638	0	0
iShares S&P Smallcap 600 Value	COM	464287879	5,059,746	46,586	SH		SOLE		46,586	0	0
iShares Trust S&P 500	COM	464287200	568,621	966	SH		SOLE		966	0	0
iShares-Russell 1000	COM	464287622	843,737	2,619	SH		SOLE		2,619	0	0
iShares-Russell 1000 Growth	COM	464287614	4,559,539	11,354	SH		SOLE		11,354	0	0
iShares-Russell 1000 Value	COM	464287598	4,288,907	23,167	SH		SOLE		23,167	0	0
iShares-Russell 2000	COM	464287655	2,121,879	9,603	SH		SOLE		9,603	0	0
1-3yr Treasury Bond ETF	ETF	464287457	510,325	6,225	SH		SOLE		6,225	0	0
Intermediate Gov/Credit ETF	ETF	464288612	957,457	9,186	SH		SOLE		9,186	0	0
Vanguard Intermediate-Term Cor	ETF	92206c870	470,784	5,865	SH		SOLE		5,865	0	0
Vanguard Total Bond Market ETF	ETF	921937835	8,388,301	116,650	SH		SOLE		116,650	0	0
iShares Broad USD Inv Grade C	ETF	464288620	213,187	4,240	SH		SOLE		4,240	0	0
iShares S&P PFD Stock Fund	ETF	464288687	315,972	10,050	SH		SOLE		10,050	0	0