Fund HoldingsPARTHENON LLC

Total Portfolio Value
$826.73M
Total Bought
$16.21M
Total Sold
$52.09M
Net Transaction
-$35.89M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ALPHABET INC(GOOG)0168,012+168,012031,8053.85%+31,805
APPLE INC(AAPL)126,393132,329+5,93629,45033,1384.01%+3,688
ALPHABET INC(GOOG)0138,891+138,891026,4503.20%+26,450
BOOKING HOLDINGS INC(BKNG)3,5093,558+4914,78017,6782.14%+2,897
WALMART INC(WMT)235,967234,017-1,95019,05421,1432.56%+2,089
AMERICAN EXPRESS CO(AXP)68,84069,632+79218,66920,6662.50%+1,997
JPMORGAN CHASE & CO.(JPM)44,57345,813+1,2409,39910,9821.33%+1,583
PAYCHEX INC(PAYX)259,195258,275-92034,78136,2154.38%+1,434
THRYV HLDGS INC096,673+96,67301,4310.17%+1,431
SCHWAB CHARLES CORP(SCHW)0141,165+141,165010,4481.26%+10,448
CISCO SYS INC(CSCO)206,281204,676-1,60510,97812,1171.47%+1,139
DISNEY WALT CO(DIS)074,230+74,23008,2661.00%+8,266
TURNING PT BRANDS INC(TPB)51,77051,77002,2343,1110.38%+878
RESEARCH SOLUTIONS INC366,284392,284+26,0001,0001,6280.20%+628
WATERS CORP(WAT)32,18132,881+70011,58212,1981.48%+617
VANGUARD INDEX FDS13,67314,163+4907,2157,6310.92%+416
GE VERNOVA INC(GEV)3,8813,897+169901,2820.16%+292
CORNING INC(GLW)253,404246,579-6,82511,44111,7171.42%+276
PNC FINL SVCS GROUP INC(PNC)33,52533,52506,1976,4650.78%+268
META PLATFORMS INC(META)75,20473,924-1,28043,05043,2835.24%+233
RICHARDSON ELECTRS LTD134,316134,31601,6571,8840.23%+227
EMERSON ELEC CO(EMR)01,616+1,61602000.02%+200
NVIDIA CORPORATION(NVDA)023,950+23,95003,2160.39%+3,216
VISA INC(V)1,3521,617+2653725110.06%+139
AMAZON COM INC(AMZN)1,9702,070+1003674540.05%+87
VANGUARD INDEX FDS4,9405,090+1501,3991,4750.18%+76
AUTOMATIC DATA PROCESSING IN4,7004,70001,3011,3760.17%+75
BOSTON SCIENTIFIC CORP(BSX)13,13313,13301,1011,1730.14%+72
US BANCORP DEL(USB)34,30834,216-921,5691,6370.20%+68
ALTRIA GROUP INC(MO)49,32749,32702,5182,5790.31%+62
FASTENAL CO(FAST)272,598271,505-1,09319,46919,5242.36%+55
JABIL INC(JBL)2,0002,00002402880.03%+48
MASTERCARD INCORPORATED(MA)1,2431,24306146550.08%+41
CHURCHILL DOWNS INC(CHDN)073,086+73,08609,7601.18%+9,760
COSTCO WHSL CORP NEW(COST)1,2281,22801,0891,1250.14%+37
ISHARES TR2,9512,947-41,7021,7350.21%+33
MCKESSON CORP(MCK)0426+42602430.03%+243
SPDR S&P 500 ETF TR(SPY)2,2662,26601,3001,3280.16%+28
AT&T INC(T)17,49818,098+6003854120.05%+27
MOTOROLA SOLUTIONS INC(MSI)2,1432,14309649910.12%+27
HONEYWELL INTL INC(HON)01,251+1,25102830.03%+283
CINCINNATI FINL CORP(CINF)3,0003,00004084310.05%+23
YUM CHINA HLDGS INC(YUMC)5,4045,40402432600.03%+17
KROGER CO(KR)3,6643,66402102240.03%+14
INTUIT(INTU)01,675+1,67501,0530.13%+1,053
RTX CORPORATION(RTX)2,2172,428+2112692810.03%+12
TRUIST FINL CORP(TFC)9,1559,15503923970.05%+6
GRAINGER W W INC(GWW)30030003123160.04%+5
WALGREENS BOOTS ALLIANCE INC053,648+53,64805010.06%+501
COHERENT CORP(COHR)5,4005,100-3004804830.06%+3
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,950+1,95004530.05%+453
EATON CORP PLC(ETN)1,4251,42504724730.06%+1
ISHARES TR4,8474,84701,0711,0710.13%0
SCHWAB STRATEGIC TR09,762+9,76202310.03%+231
ISHARES TR5,7766,276+5002652620.03%-2
FORD MTR CO(F)11,01611,119+1031161100.01%-6
CHEVRON CORP NEW(CVX)011,701+11,70101,6950.20%+1,695
UNITEDHEALTH GROUP INC(UNH)486546+602842760.03%-8
ISHARES TR2,0601,980-806486380.08%-10
INTERNATIONAL BUSINESS MACHS(IBM)9,8429,84202,1762,1640.26%-12
CHUBB LIMITED
COM
1,0271,02702962840.03%-12
MARSH & MCLENNAN COS INC(MRSH)01,213+1,21302580.03%+258
WASTE MGMT INC DEL(WM)02,500+2,50005040.06%+504
ISHARES TR
MSCI USA MIN ETF
5,8745,87405365220.06%-15
CONOCOPHILLIPS(COP)2,7962,79602942770.03%-17
KIMBERLY-CLARK CORP(KMB)01,783+1,78302340.03%+234
ECOLAB INC(ECL)1,1841,18403022770.03%-25
ORACLE CORP(ORCL)7,0187,01801,1961,1690.14%-26
PHILIP MORRIS INTL INC(PM)29,14129,14103,5383,5070.42%-31
YUM BRANDS INC(YUM)5,6045,60407837520.09%-31
TRACTOR SUPPLY CO(TSCO)1,3256,625+5,3003853520.04%-34
COMCAST CORP NEW(CCZ)07,460+7,46002800.03%+280
ISHARES TR51,09751,527+4305,9765,9370.72%-39
GE HEALTHCARE TECHNOLOGIES I(GEHC)3,8313,709-1223602900.04%-70
BERKSHIRE HATHAWAY INC DEL7704,8384,7660.58%-72
AMGEN INC(AMGN)01,177+1,17703070.04%+307
JEWETT CAMERON TRADING LTD217,053217,05301,0811,0060.12%-75
3M CO(MMM)8,1888,038-1501,1191,0380.13%-82
ABBOTT LABS32,06331,563-5003,6553,5700.43%-85
ISHARES TR11,32310,323-1,0009989130.11%-85
DUPONT DE NEMOURS INC(DD)6,8096,80906075190.06%-88
DOW INC(DOW)06,506+6,50602610.03%+261
ISHARES TR6,5165,136-1,3806245210.06%-102
VANGUARD INTL EQUITY INDEX F19,00319,00301,1971,0910.13%-106
ATLANTA BRAVES HLDGS INC86,44086,44003,4403,3070.40%-133
MCDONALDS CORP(MCD)14,31314,481+1684,3584,1980.51%-161
BROWN FORMAN CORP(BF-A)17,20017,20008276480.08%-179
ISHARES TR2,4130-2,4132020-202
VANGUARD INTL EQUITY INDEX F23,20022,400-8001,6501,4220.17%-228
APPLIED MATLS INC000000
VANGUARD INTL EQUITY INDEX F33,20733,193-142,6032,3580.29%-245
ISHARES TR000000
STRYKER CORPORATION(SYK)38,99038,380-61014,08613,8191.67%-267
PFIZER INC(PFE)97,60296,089-1,5132,8252,5490.31%-275
LOWES COS INC(LOW)3,7712,971-8001,0217330.09%-288
UNITED GUARDIAN INC51,90951,90908244960.06%-328
ZOETIS INC(ZTS)9,7439,558-1851,9041,5570.19%-346
NIKE INC(NKE)26,46926,339-1302,3401,9930.24%-347
COLGATE PALMOLIVE CO(CL)27,48627,48602,8532,4990.30%-355
VANGUARD INTL EQUITY INDEX F113,063113,493+4305,4104,9980.60%-412
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