Fund HoldingsPARTHENON LLC

Total Portfolio Value
$837.40M
Total Bought
$33.36M
Total Sold
$39.82M
Net Transaction
-$6.46M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL0149,172+149,172068,6588.20%+68,658
META PLATFORMS INC(META)76,92875,204-1,72438,78943,0505.14%+4,261
PAYCHEX INC(PAYX)0259,195+259,195034,7814.15%+34,781
APPLE INC(AAPL)124,815126,393+1,57826,28929,4503.52%+3,161
WALMART INC(WMT)235,492235,967+47515,94519,0542.28%+3,109
AMERICAN EXPRESS CO(AXP)68,74068,840+10015,91718,6692.23%+2,753
FASTENAL CO(FAST)0272,598+272,598019,4692.32%+19,469
NIKE INC(NKE)026,469+26,46902,3400.28%+2,340
WATERS CORP(WAT)032,181+32,181011,5821.38%+11,582
JOHNSON & JOHNSON(JNJ)0126,275+126,275020,4642.44%+20,464
CORNING INC(GLW)258,377253,404-4,97310,03811,4411.37%+1,403
MONDELEZ INTL INC(MDLZ)0172,108+172,108012,6791.51%+12,679
DOVER CORP(DOV)108,780108,950+17019,62920,8902.49%+1,261
HOME DEPOT INC(HD)023,841+23,84109,6601.15%+9,660
PNC FINL SVCS GROUP INC(PNC)33,07533,525+4505,1436,1970.74%+1,055
PROCTER AND GAMBLE CO(PG)149,247148,084-1,16324,61425,6483.06%+1,034
MEDTRONIC PLC(MDT)091,061+91,06108,1980.98%+8,198
BOOKING HOLDINGS INC(BKNG)3,4983,509+1113,85714,7801.77%+923
EXXON MOBIL CORP0191,590+191,590022,4582.68%+22,458
VANGUARD INDEX FDS12,70313,673+9706,3537,2150.86%+862
STRYKER CORPORATION(SYK)038,990+38,990014,0861.68%+14,086
SCOTTS MIRACLE-GRO CO(SMG)040,775+40,77503,5350.42%+3,535
MCDONALDS CORP(MCD)014,313+14,31304,3580.52%+4,358
GE AEROSPACE(GE)023,189+23,18904,3730.52%+4,373
YETI HLDGS INC(YETI)222,660223,185+5258,4949,1571.09%+663
ARGAN INC21,65721,65701,5842,1970.26%+612
BROWN FORMAN CORP(BF-A)0104,097+104,09705,1220.61%+5,122
ISHARES TR50,35351,097+7445,3715,9760.71%+606
CISCO SYS INC(CSCO)0206,281+206,281010,9781.31%+10,978
ABBVIE INC(ABBV)23,68823,488-2004,0634,6380.55%+575
TURNING PT BRANDS INC(TPB)51,77051,77001,6612,2340.27%+573
KENVUE INC(KVUE)0125,801+125,80102,9100.35%+2,910
BERKSHIRE HATHAWAY INC DEL7704,2864,8380.58%+553
COCA COLA CO(KO)66,17366,17304,2124,7550.57%+543
SMUCKER J M CO(SJM)044,537+44,53705,3930.64%+5,393
INTERNATIONAL BUSINESS MACHS(IBM)9,8479,842-51,7032,1760.26%+473
PEPSICO INC(PEP)0101,288+101,288017,2242.06%+17,224
TELEFLEX INCORPORATED(TFX)11,98311,98302,5202,9640.35%+443
VANGUARD INTL EQUITY INDEX F113,734113,063-6714,9775,4100.65%+433
JPMORGAN CHASE & CO.(JPM)44,33944,573+2348,9689,3991.12%+431
PHILIP MORRIS INTL INC(PM)31,14129,141-2,0003,1563,5380.42%+382
CVS HEALTH CORP(CVS)0148,461+148,46109,3351.11%+9,335
ABBOTT LABS032,063+32,06303,6550.44%+3,655
UNITED GUARDIAN INC53,00951,909-1,1004748240.10%+350
ZOETIS INC(ZTS)9,1819,743+5621,5921,9040.23%+312
LANDSTAR SYS INC(LSTR)066,775+66,775012,6121.51%+12,612
VANGUARD TAX-MANAGED FDS81,70182,011+3104,0384,3310.52%+293
LOWES COS INC(LOW)3,3213,771+4507321,0210.12%+289
UNITEDHEALTH GROUP INC(UNH)0486+48602840.03%+284
3M CO(MMM)8,1888,18808371,1190.13%+283
ALTRIA GROUP INC(MO)49,32749,32702,2472,5180.30%+271
RTX CORPORATION(RTX)02,217+2,21702690.03%+269
YUM CHINA HLDGS INC(YUMC)05,404+5,40402430.03%+243
KROGER CO(KR)03,664+3,66402100.03%+210
MASTERCARD INCORPORATED(MA)9181,243+3254056140.07%+209
US BANCORP DEL(USB)34,30834,30801,3621,5690.19%+207
HERSHEY CO(HSY)24,16524,240+754,4424,6490.56%+206
ORACLE CORP(ORCL)7,0317,018-139931,1960.14%+203
ISHARES TR02,413+2,41302020.02%+202
COLGATE PALMOLIVE CO(CL)27,48627,48602,6672,8530.34%+186
AUTOMATIC DATA PROCESSING IN4,7004,70001,1221,3010.16%+179
VISA INC(V)8141,352+5382143720.04%+158
VANGUARD INTL EQUITY INDEX F33,20733,20702,4632,6030.31%+140
MOTOROLA SOLUTIONS INC(MSI)2,1432,14308279640.12%+136
FORD MTR CO(F)011,016+11,01601160.01%+116
AMAZON COM INC(AMZN)1,3901,970+5802693670.04%+98
EATON CORP PLC(ETN)1,2001,425+2253764720.06%+96
BOSTON SCIENTIFIC CORP(BSX)13,13313,13301,0111,1010.13%+89
COHERENT CORP(COHR)5,4005,40003914800.06%+89
VANGUARD INTL EQUITY INDEX F23,40023,200-2001,5621,6500.20%+87
VANGUARD INTL EQUITY INDEX F19,00319,00301,1141,1970.14%+83
ISHARES TR11,32311,32309189980.12%+80
VANGUARD INDEX FDS4,9364,940+41,3201,3990.17%+78
CONOCOPHILLIPS(COP)1,8962,796+9002172940.04%+77
ISHARES TR2,9742,951-231,6271,7020.20%+75
BROWN FORMAN CORP(BF-A)17,20017,20007598270.10%+68
SPDR S&P 500 ETF TR(SPY)2,2662,26601,2331,3000.16%+67
RESEARCH SOLUTIONS INC366,284366,28409341,0000.12%+66
ISHARES TR4,9724,847-1251,0091,0710.13%+62
RICHARDSON ELECTRS LTD134,316134,31601,5971,6570.20%+60
GE HEALTHCARE TECHNOLOGIES I(GEHC)3,8453,831-143003600.04%+60
DUPONT DE NEMOURS INC(DD)6,8096,80905486070.07%+59
GE VERNOVA INC(GEV)5,4483,881-1,5679349900.12%+55
CINCINNATI FINL CORP(CINF)3,0003,00003544080.05%+54
AT&T INC(T)17,39217,498+1063323850.05%+53
COSTCO WHSL CORP NEW(COST)1,2281,22801,0441,0890.13%+45
ISHARES TR
MSCI USA MIN ETF
5,8745,87404935360.06%+43
GRAINGER W W INC(GWW)30030002713120.04%+41
YUM BRANDS INC(YUM)5,6045,60407427830.09%+41
TRUIST FINL CORP(TFC)9,1559,15503563920.05%+36
ISHARES TR2,0602,06006136480.08%+35
CHUBB LIMITED
COM
1,0271,02702622960.04%+34
ATLANTA BRAVES HLDGS INC86,44086,44003,4093,4400.41%+31
JEWETT CAMERON TRADING LTD217,053217,05301,0531,0810.13%+28
TRACTOR SUPPLY CO(TSCO)1,3251,32503583850.05%+28
PFIZER INC(PFE)100,15297,602-2,5502,8022,8250.34%+22
JABIL INC(JBL)2,0002,00002182400.03%+22
ISHARES TR6,5166,51606036240.07%+21
ECOLAB INC(ECL)1,1841,18402823020.04%+21
ISHARES TR5,7765,77602462650.03%+19
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