Bill Lippman

The 10 stocks, with the percentages they recently occupied in the total portfolio, are:

Praxair (PRX), 6.19%;

Walmart Stores (WMT), 5.77%;

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Family Dollar Stores (FDO), 5.65%;

Roper Industries (ROP), 5.64%;

United Technologies (UTX), 4.86%;

Procter Gamble (PG), 4.73%;

Erie Indemnity (ERIE), 4.06%;

Becton Dickinson (BDX), 3.8%;

Dover Corp. (DOV), 3.75%;

and McCormick& Co. (MKC), 3.69%.