Fund HoldingsPARTHENON LLC

Total Portfolio Value
$666.50M
Total Bought
$8.95M
Total Sold
$45.01M
Net Transaction
-$36.07M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
KENVUE INC(KVUE)0152,403+152,40303,0600.46%+3,060
ATLANTA BRAVES HLDGS INC079,754+79,75402,8500.43%+2,850
YETI HLDGS INC(YETI)0220,115+220,115010,6141.59%+10,614
EXXON MOBIL CORP0186,485+186,485021,9273.29%+21,927
ALPHABET INC(GOOG)170,305168,805-1,50020,38622,0903.31%+1,704
ALPHABET INC(GOOG)144,840143,035-1,80517,52118,8592.83%+1,338
BOOKING HOLDINGS INC(BKNG)3,6423,591-519,83511,0741.66%+1,240
BERKSHIRE HATHAWAY INC DEL156,005154,710-1,29553,19854,1958.13%+997
META PLATFORMS INC(META)80,01179,386-62522,96223,8323.58%+871
PAYCHEX INC(PAYX)0262,282+262,282030,2494.54%+30,249
RICHARDSON ELECTRS LTD053,204+53,20405820.09%+582
ELI LILLY & CO(LLY)5,6675,66702,6583,0440.46%+386
ABBVIE INC(ABBV)024,566+24,56603,6620.55%+3,662
CISCO SYS INC(CSCO)216,557214,157-2,40011,20511,5131.73%+308
ARGAN INC34,65734,65701,3661,5780.24%+212
WATERS CORP(WAT)033,496+33,49609,1851.38%+9,185
RESEARCH SOLUTIONS INC366,284366,28407479160.14%+168
CHEVRON CORP NEW(CVX)12,12112,12101,9072,0440.31%+137
AUTOMATIC DATA PROCESSING IN4,7004,70001,0331,1310.17%+98
BERKSHIRE HATHAWAY INC DEL7703,6253,7200.56%+96
INTERNATIONAL BUSINESS MACHS(IBM)13,84213,84201,8521,9420.29%+90
INTUIT(INTU)1,6751,67507678560.13%+88
AMGEN INC(AMGN)1,2271,22702723300.05%+57
JEWETT CAMERON TRADING LTD217,053217,05309541,0090.15%+55
WALMART INC(WMT)81,64580,505-1,14012,83312,8751.93%+42
NVIDIA CORPORATION(NVDA)3,3453,34501,4151,4550.22%+40
JABIL INC(JBL)2,0002,00002162540.04%+38
COSTCO WHSL CORP NEW(COST)1,1981,19806456770.10%+32
DUPONT DE NEMOURS INC(DD)7,1507,15005115330.08%+23
COMCAST CORP NEW(CCZ)7,5507,55003143350.05%+21
CHUBB LIMITED
COM
1,1741,17402262440.04%+18
ZOETIS INC(ZTS)10,20710,20701,7581,7760.27%+18
CINCINNATI FINL CORP(CINF)3,0003,00002923070.05%+15
EATON CORP PLC(ETN)1,2001,20002412560.04%+15
CONOCOPHILLIPS(COP)2,1301,896-2342212270.03%+6
GENERAL ELECTRIC CO(GE)024,001+24,00102,6530.40%+2,653
MASTERCARD INCORPORATED(MA)86886803413440.05%+2
SCHWAB CHARLES CORP(SCHW)136,610141,060+4,4507,7437,7441.16%+1
CVS HEALTH CORP(CVS)0161,808+161,808011,2971.70%+11,297
YUM CHINA HLDGS INC(YUMC)5,4045,40403053010.05%-4
AMAZON COM INC(AMZN)2,2502,25002932860.04%-7
ISHARES TR1,4221,42202292190.03%-10
ISHARES TR5,4805,48003863750.06%-11
ISHARES TR
MSCI USA MIN ETF
5,8745,87404374250.06%-11
TRUIST FINL CORP(TFC)9,1129,11202772610.04%-16
BOSTON SCIENTIFIC CORP(BSX)13,13313,13307106930.10%-17
ISHARES TR2,0602,06005024840.07%-18
JPMORGAN CHASE & CO(JPM)44,51944,51906,4756,4560.97%-19
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,0002,00003483280.05%-20
ECOLAB INC(ECL)1,2011,20102242030.03%-21
US BANCORP DEL(USB)35,77635,054-7221,1821,1590.17%-23
BRISTOL-MYERS SQUIBB CO(BMY)04,023+4,02302330.04%+233
TRACTOR SUPPLY CO(TSCO)1,3251,32502932690.04%-24
HONEYWELL INTL INC(HON)1,1821,18202452180.03%-27
DOW INC(DOW)6,8646,556-3083663380.05%-28
GRAINGER W W INC(GWW)30030002372080.03%-29
AMERICAN OUTDOOR BRANDS INC115,30099,320-15,9801,0019710.15%-29
ISHARES TR8,0978,09705915610.08%-31
AT&T INC(T)30,21629,758-4584824470.07%-35
SPDR S&P 500 ETF TR(SPY)2,2722,27201,0079710.15%-36
UNITED GUARDIAN INC53,00953,00904383990.06%-39
VANGUARD INDEX FDS4,9604,96001,0931,0540.16%-39
ISHARES TR2,5622,56201,1421,1000.17%-42
MOTOROLA SOLUTIONS INC(MSI)2,1432,14306285830.09%-45
TURNING PT BRANDS INC(TPB)51,77051,77001,2431,1950.18%-48
VANGUARD INTL EQUITY INDEX F20,51520,51501,1161,0640.16%-52
WASTE MGMT INC DEL(WM)2,5002,50004343810.06%-52
LOWES COS INC(LOW)3,2883,28807426830.10%-59
ORACLE CORP(ORCL)4,9034,90305845190.08%-65
WHOLE EARTH BRANDS INC170,229170,22906846130.09%-71
3M CO(MMM)8,4888,288-2008507760.12%-74
YUM BRANDS INC(YUM)5,6045,60407767000.11%-76
SUPERIOR GROUP OF CO INC52,79152,79104934110.06%-82
VANGUARD INTL EQUITY INDEX F111,694113,494+1,8004,5444,4500.67%-94
ISHARES TR5,3495,099-2501,0029010.14%-101
PNC FINL SVCS GROUP INC(PNC)32,97432,97404,1534,0480.61%-105
VANGUARD TAX-MANAGED FDS66,01167,311+1,3003,0482,9430.44%-106
VANGUARD INTL EQUITY INDEX F24,30023,700-6001,4991,3730.21%-126
HERSHEY CO(HSY)2,6002,60006495200.08%-129
VANGUARD INTL EQUITY INDEX F34,12933,629-5002,3792,2490.34%-130
ISHARES TR42,68043,580+9004,2534,1110.62%-142
COLGATE PALMOLIVE CO(CL)27,48627,48602,1181,9550.29%-163
PHILIP MORRIS INTL INC(PM)32,84532,84503,2063,0410.46%-166
VANGUARD INDEX FDS11,12311,108-154,5304,3620.65%-168
BROWN FORMAN CORP(BF-A)17,20017,20001,1719990.15%-171
ALTRIA GROUP INC(MO)53,29553,29502,4142,2410.34%-173
GE HEALTHCARE TECHNOLOGIES I(GEHC)04,107+4,10702790.04%+279
KIMBERLY-CLARK CORP(KMB)1,5350-1,5352120-212
DIAGEO PLC(DEO)1,3000-1,3002260-226
HOME DEPOT INC(HD)23,53423,434-1007,3117,0811.06%-230
COHERENT CORP(COHR)5,5500-5,5502830-283
COCA COLA CO(KO)70,93570,93504,2723,9710.60%-301
CLARUS CORP NEW121,16495,164-26,0001,1077190.11%-388
DISNEY WALT CO(DIS)074,557+74,55706,0430.91%+6,043
ABBOTT LABS33,02933,02903,6013,1990.48%-402
PFIZER INC(PFE)0104,775+104,77503,4750.52%+3,475
WALGREENS BOOTS ALLIANCE INC057,243+57,24301,2730.19%+1,273
MCDONALDS CORP(MCD)14,20314,20304,2383,7420.56%-497
TELEFLEX INCORPORATED(TFX)11,98311,98302,9002,3540.35%-547
SCOTTS MIRACLE-GRO CO(SMG)049,957+49,95702,5820.39%+2,582
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