Fund HoldingsPARTHENON LLC

Total Portfolio Value
$813.15M
Total Bought
$19.38M
Total Sold
$54.08M
Net Transaction
-$34.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL0142,651+142,651075,9739.34%+75,973
CVS HEALTH CORP(CVS)0141,848+141,84809,6101.18%+9,610
PAYCHEX INC(PAYX)258,275254,920-3,35536,21539,3294.84%+3,114
JOHNSON & JOHNSON(JNJ)0125,010+125,010020,7322.55%+20,732
EXXON MOBIL CORP0189,501+189,501022,5372.77%+22,537
FASTENAL CO(FAST)271,505271,515+1019,52421,0562.59%+1,532
MONDELEZ INTL INC(MDLZ)0167,943+167,943011,3951.40%+11,395
PHILIP MORRIS INTL INC(PM)29,14129,14103,5074,6260.57%+1,118
CLARUS CORP NEW0330,040+330,04001,2380.15%+1,238
MEDTRONIC PLC(MDT)089,938+89,93808,0820.99%+8,082
BERKSHIRE HATHAWAY INC DEL7704,7665,5890.69%+823
GE AEROSPACE(GE)022,817+22,81704,5670.56%+4,567
ABBVIE INC(ABBV)021,598+21,59804,5250.56%+4,525
SCHWAB CHARLES CORP(SCHW)141,165141,305+14010,44811,0611.36%+614
COCA COLA CO(KO)065,173+65,17304,6680.57%+4,668
STRYKER CORPORATION(SYK)38,38038,415+3513,81914,3001.76%+481
CISCO SYS INC(CSCO)204,676204,041-63512,11712,5911.55%+475
PROCTER AND GAMBLE CO(PG)0145,398+145,398024,7793.05%+24,779
ALTRIA GROUP INC(MO)49,32749,32702,5792,9610.36%+381
ABBOTT LABS31,56329,563-2,0003,5703,9210.48%+351
SMUCKER J M CO(SJM)042,662+42,66205,0520.62%+5,052
MCDONALDS CORP(MCD)14,48114,465-164,1984,5180.56%+321
VANGUARD TAX-MANAGED FDS081,461+81,46104,1410.51%+4,141
CHEVRON CORP NEW(CVX)11,70111,719+181,6951,9600.24%+266
KENVUE INC(KVUE)0112,780+112,78002,7040.33%+2,704
SOUTHERN CO(SO)02,307+2,30702120.03%+212
THRYV HLDGS INC96,673125,673+29,0001,4311,6100.20%+179
VANGUARD INTL EQUITY INDEX F113,493113,968+4754,9985,1580.63%+160
INTERNATIONAL BUSINESS MACHS(IBM)9,8429,342-5002,1642,3230.29%+159
BOSTON SCIENTIFIC CORP(BSX)13,13313,13301,1731,3250.16%+152
ATLANTA BRAVES HLDGS INC86,44086,44003,3073,4580.43%+151
VANGUARD INTL EQUITY INDEX F22,40022,40001,4221,5730.19%+151
3M CO(MMM)8,0388,03801,0381,1800.15%+143
YUM BRANDS INC(YUM)5,6045,60407528820.11%+130
AT&T INC(T)18,09818,09804125120.06%+100
WALGREENS BOOTS ALLIANCE INC53,64853,64805015990.07%+99
COLGATE PALMOLIVE CO(CL)27,48627,48602,4992,5750.32%+77
WASTE MGMT INC DEL(WM)2,5002,50005045790.07%+74
VANGUARD INTL EQUITY INDEX F19,00319,00301,0911,1530.14%+62
AUTOMATIC DATA PROCESSING IN4,7004,70001,3761,4360.18%+60
AMGEN INC(AMGN)1,1771,17703073670.05%+60
ISHARES TR
MSCI USA MIN ETF
5,8746,174+3005225780.07%+57
VISA INC(V)1,6171,61705115670.07%+56
HERSHEY CO(HSY)024,665+24,66504,2180.52%+4,218
VANGUARD INTL EQUITY INDEX F33,19333,19302,3582,4050.30%+47
MCKESSON CORP(MCK)42642602432870.04%+44
RTX CORPORATION(RTX)2,4282,42802813220.04%+41
MARSH & MCLENNAN COS INC(MRSH)1,2131,21302582960.04%+38
COSTCO WHSL CORP NEW(COST)1,2281,22801,1251,1610.14%+36
ELI LILLY & CO(LLY)05,042+5,04204,1640.51%+4,164
MASTERCARD INCORPORATED(MA)1,2431,24306556810.08%+27
CHUBB LIMITED
COM
1,0271,02702843100.04%+26
KROGER CO(KR)3,6643,66402242480.03%+24
ECOLAB INC(ECL)1,1841,18402773000.04%+23
YUM CHINA HLDGS INC(YUMC)5,4045,40402602810.03%+21
KIMBERLY-CLARK CORP(KMB)1,7831,78302342540.03%+20
CONOCOPHILLIPS(COP)2,7962,79602772940.04%+16
TRACTOR SUPPLY CO(TSCO)6,6256,62503523650.04%+14
CINCINNATI FINL CORP(CINF)3,0003,00004314430.05%+12
ISHARES TR6,2766,27602622740.03%+12
UNITEDHEALTH GROUP INC(UNH)54654602762860.04%+10
GE HEALTHCARE TECHNOLOGIES I(GEHC)3,7093,684-252902970.04%+7
FORD MTR CO(F)11,11911,11901101120.01%+1
SCHWAB STRATEGIC TR9,7629,76202312300.03%-1
COMCAST CORP NEW(CCZ)7,4607,46002802750.03%-5
ZOETIS INC(ZTS)9,5589,410-1481,5571,5490.19%-8
JEWETT CAMERON TRADING LTD217,053217,05301,0069960.12%-10
DUPONT DE NEMOURS INC(DD)6,8096,80905195080.06%-11
JABIL INC(JBL)2,0002,00002882720.03%-16
HONEYWELL INTL INC(HON)1,2511,25102832650.03%-18
GRAINGER W W INC(GWW)30030003162960.04%-20
TRUIST FINL CORP(TFC)9,1559,15503973770.05%-20
INTUIT(INTU)1,6751,67501,0531,0280.13%-24
UNITED GUARDIAN INC51,90951,90904964670.06%-30
ISHARES TR1,9801,98006386070.07%-31
ISHARES TR10,32310,32309138780.11%-34
LOWES COS INC(LOW)2,9712,97107336930.09%-40
ISHARES TR5,1365,13605214770.06%-45
VANGUARD INDEX FDS5,0905,190+1001,4751,4260.18%-49
MOTOROLA SOLUTIONS INC(MSI)2,1432,14309919380.12%-52
AMAZON COM INC(AMZN)2,0702,07004543940.05%-60
SPDR S&P 500 ETF TR(SPY)2,2662,26601,3281,2680.16%-60
BROWN FORMAN CORP(BF-A)17,20017,20006485760.07%-73
ISHARES TR2,9472,937-101,7351,6500.20%-85
EATON CORP PLC(ETN)1,4251,42504733870.05%-86
GE VERNOVA INC(GEV)3,8973,879-181,2821,1840.15%-98
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,9501,700-2504533510.04%-102
ISHARES TR4,8474,84701,0719670.12%-104
PFIZER INC(PFE)96,08996,08902,5492,4350.30%-114
COHERENT CORP(COHR)5,1005,10004833310.04%-152
WATERS CORP(WAT)32,88132,586-29512,19812,0101.48%-188
ORACLE CORP(ORCL)7,0187,01801,1699810.12%-188
US BANCORP DEL(USB)34,21634,21601,6371,4450.18%-192
EMERSON ELEC CO(EMR)1,6160-1,6162000-200
TURNING PT BRANDS INC(TPB)51,77048,770-3,0003,1112,8990.36%-212
DOW INC(DOW)6,5060-6,5062610-261
PEPSICO INC(PEP)0100,385+100,385015,0521.85%+15,052
NIKE INC(NKE)26,33926,299-401,9931,6690.21%-324
RICHARDSON ELECTRS LTD134,316134,31601,8841,4990.18%-385
VANGUARD INDEX FDS14,16314,063-1007,6317,2270.89%-404
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