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CIK 0001999928 • 3 13F filings • Apr 28, 2025 – Nov 3, 2025
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $276K | 0.0% | 2,140 SH | |
| ABBVIE INC | COM | $651K | 0.1% | 3,499 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $15.5M | 2.0% | 52,875 SH | |
| ADOBE INC | COM | $12.4M | 1.6% | 33,846 SH | |
| AIR PRODS & CHEMS INC | COM | $283K | 0.0% | 1,061 SH | |
| ALLSTATE CORP | COM | $1.1M | 0.1% | 5,882 SH | |
| ALPHABET INC | CAP STK CL A | $2.8M | 0.4% | 17,275 SH | |
| ALPHABET INC | CAP STK CL C | $42.9M | 5.6% | 261,706 SH | |
| ALTRIA GROUP INC | COM | $299K | 0.0% | 5,137 SH | |
| AMAZON COM INC | COM | $2.4M | 0.3% | 12,521 SH | |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $314K | 0.0% | 4,472 SH | |
| AMERICAN EXPRESS CO | COM | $237K | 0.0% | 896 SH | |
| AMGEN INC | COM | $2.0M | 0.3% | 6,995 SH | |
| APPLE INC | COM | $27.0M | 3.5% | 129,136 SH | |
| APPLIED MATLS INC | COM | $713K | 0.1% | 4,706 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $17.8M | 2.3% | 26,253 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $1.5M | 0.2% | 5,068 SH | |
| AUTOZONE INC | COM | $513K | 0.1% | 142 SH | |
| BERKLEY W R CORP | COM | $18.3M | 2.4% | 259,058 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $4.0M | 0.5% | 5 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.8M | 0.5% | 7,111 SH | |
| BLACKROCK INC | COM | $308K | 0.0% | 339 SH | |
| BROADCOM INC | COM | $200K | 0.0% | 1,040 SH | |
| BROWN FORMAN CORP | CL A | $537K | 0.1% | 15,887 SH | |
| BROWN FORMAN CORP | CL B | $1.5M | 0.2% | 42,952 SH | |
| CATERPILLAR INC | COM | $256K | 0.0% | 836 SH | |
| CENCORA INC | COM | $383K | 0.1% | 1,339 SH | |
| CHEVRON CORP NEW | COM | $827K | 0.1% | 5,961 SH | |
| CHUBB LIMITED | COM | $262K | 0.0% | 937 SH | |
| CHURCHILL DOWNS INC | COM | $11.1M | 1.5% | 126,121 SH | |
| CINCINNATI FINL CORP | COM | $396K | 0.1% | 2,965 SH | |
| COCA COLA CO | COM | $1.1M | 0.1% | 15,560 SH | |
| COLGATE PALMOLIVE CO | COM | $629K | 0.1% | 6,696 SH | |
| CONSTELLATION BRANDS INC | CL A | $233K | 0.0% | 1,257 SH | |
| CONSTELLATION ENERGY CORP | COM | $20.3M | 2.7% | 91,128 SH | |
| COSTCO WHSL CORP NEW | COM | $32.7M | 4.3% | 33,473 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $229K | 0.0% | 538 SH | |
| CUMMINS INC | COM | $12.4M | 1.6% | 42,320 SH | |
| DECKERS OUTDOOR CORP | COM | $899K | 0.1% | 8,235 SH | |
| DEERE & CO | COM | $305K | 0.0% | 663 SH | |
| DISCOVER FINL SVCS | COM | $359K | 0.0% | 1,940 SH | |
| DISNEY WALT CO | COM | $328K | 0.0% | 3,628 SH | |
| DOVER CORP | COM | $350K | 0.0% | 2,070 SH | |
| ELEVANCE HEALTH INC | COM | $961K | 0.1% | 2,280 SH | |
| ELI LILLY & CO | COM | $18.9M | 2.5% | 21,365 SH | |
| EMCOR GROUP INC | COM | $15.5M | 2.0% | 37,743 SH | |
| EXXON MOBIL CORP | COM | $12.7M | 1.7% | 116,669 SH | |
| F N B CORP | COM | $234K | 0.0% | 17,622 SH | |
| FAIR ISAAC CORP | COM | $9.3M | 1.2% | 4,777 SH | |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $237K | 0.0% | 1,459 SH | |
| FIRST CAP INC | COM | $256K | 0.0% | 5,253 SH | |
| FIRST SOLAR INC | COM | $986K | 0.1% | 6,950 SH | |
| FORTINET INC | COM | $18.0M | 2.4% | 177,055 SH | |
| GARMIN LTD | SHS | $14.4M | 1.9% | 72,512 SH | |
| GENERAL DYNAMICS CORP | COM | $543K | 0.1% | 1,997 SH | |
| GENUINE PARTS CO | COM | $304K | 0.0% | 2,608 SH | |
| GRAINGER W W INC | COM | $14.1M | 1.9% | 13,909 SH | |
| HERSHEY CO | COM | $11.0M | 1.4% | 67,596 SH | |
| HOME DEPOT INC | COM | $240K | 0.0% | 672 SH | |
| HONEYWELL INTL INC | COM | $647K | 0.1% | 3,249 SH | |
| HOULIHAN LOKEY INC | CL A | $32.5M | 4.3% | 203,814 SH | |
| HUMANA INC | COM | $720K | 0.1% | 2,723 SH | |
| ILLINOIS TOOL WKS INC | COM | $1.2M | 0.2% | 4,813 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $244K | 0.0% | 1,052 SH | |
| INTUIT | COM | $10.9M | 1.4% | 17,444 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $446K | 0.1% | 944 SH | |
| ISHARES TR | CORE S&P500 ETF | $898K | 0.1% | 1,623 SH | |
| JOHNSON & JOHNSON | COM | $4.0M | 0.5% | 25,734 SH | |
| JPMORGAN CHASE & CO. | COM | $21.2M | 2.8% | 86,992 SH | |
| KIMBERLY-CLARK CORP | COM | $230K | 0.0% | 1,749 SH | |
| KROGER CO | COM | $1.4M | 0.2% | 19,696 SH | |
| LOCKHEED MARTIN CORP | COM | $390K | 0.1% | 817 SH | |
| LOWES COS INC | COM | $220K | 0.0% | 994 SH | |
| LULULEMON ATHLETICA INC | COM | $7.6M | 1.0% | 28,376 SH | |
| MASTERCARD INCORPORATED | CL A | $620K | 0.1% | 1,162 SH | |
| MCCORMICK & CO INC | COM NON VTG | $220K | 0.0% | 2,950 SH | |
| MCDONALDS CORP | COM | $1.8M | 0.2% | 5,599 SH | |
| MEDTRONIC PLC | SHS | $238K | 0.0% | 2,827 SH | |
| MERCADOLIBRE INC | COM | $832K | 0.1% | 374 SH | |
| MERCK & CO INC | COM | $712K | 0.1% | 8,607 SH | |
| META PLATFORMS INC | CL A | $14.8M | 1.9% | 27,033 SH | |
| MICROSOFT CORP | COM | $37.5M | 4.9% | 95,753 SH | |
| MONDELEZ INTL INC | CL A | $345K | 0.0% | 5,255 SH | |
| MORGAN STANLEY | COM NEW | $634K | 0.1% | 5,464 SH | |
| MORNINGSTAR INC | COM | $10.3M | 1.4% | 36,722 SH | |
| MUELLER INDS INC | COM | $16.6M | 2.2% | 226,837 SH | |
| NETFLIX INC | COM | $593K | 0.1% | 538 SH | |
| NEXTERA ENERGY INC | COM | $555K | 0.1% | 8,392 SH | |
| NVIDIA CORPORATION | COM | $21.0M | 2.8% | 188,896 SH | |
| OLD NATL BANCORP IND | COM | $257K | 0.0% | 12,309 SH | |
| OREILLY AUTOMOTIVE INC | COM | $628K | 0.1% | 466 SH | |
| PAYCOM SOFTWARE INC | COM | $22.5M | 3.0% | 98,737 SH | |
| PAYPAL HLDGS INC | COM | $297K | 0.0% | 4,548 SH | |
| PEPSICO INC | COM | $375K | 0.0% | 2,809 SH | |
| PHILIP MORRIS INTL INC | COM | $511K | 0.1% | 3,000 SH | |
| PHILLIPS EDISON & CO INC | COMMON STOCK | $212K | 0.0% | 6,033 SH | |
| PINNACLE FINL PARTNERS INC | COM | $18.2M | 2.4% | 181,128 SH | |
| PNC FINL SVCS GROUP INC | COM | $1.6M | 0.2% | 10,342 SH | |
| PROCTER AND GAMBLE CO | COM | $1.5M | 0.2% | 9,027 SH | |
| QUALCOMM INC | COM | $201K | 0.0% | 1,350 SH | |
| REPUBLIC BANCORP INC KY | CL A | $264K | 0.0% | 3,940 SH | |
| ROYAL GOLD INC | COM | $20.1M | 2.6% | 112,174 SH | |
| S&P GLOBAL INC | COM | $1.2M | 0.2% | 2,427 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $207K | 0.0% | 10,134 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $393K | 0.1% | 15,544 SH | |
| SERVICENOW INC | COM | $5.2M | 0.7% | 5,466 SH | |
| SHELL PLC | SPON ADS | $215K | 0.0% | 3,272 SH | |
| SHOPIFY INC | CL A | $430K | 0.1% | 4,425 SH | |
| SOUTHERN CO | COM | $240K | 0.0% | 2,653 SH | |
| SPDR GOLD TR | GOLD SHS | $510K | 0.1% | 1,674 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $804K | 0.1% | 1,460 SH | |
| STOCK YDS BANCORP INC | COM | $4.6M | 0.6% | 61,517 SH | |
| STRYKER CORPORATION | COM | $1.0M | 0.1% | 2,856 SH | |
| SYPRIS SOLUTIONS INC | COM | $43K | 0.0% | 25,000 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $573K | 0.1% | 3,472 SH | |
| TESLA INC | COM | $260K | 0.0% | 911 SH | |
| TEXAS INSTRS INC | COM | $235K | 0.0% | 1,442 SH | |
| TJX COS INC NEW | COM | $25.6M | 3.4% | 202,010 SH | |
| TKO GROUP HOLDINGS INC | CL A | $19.8M | 2.6% | 126,133 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $2.3M | 0.3% | 6,473 SH | |
| TRUSTMARK CORP | COM | $896K | 0.1% | 26,864 SH | |
| UNITEDHEALTH GROUP INC | COM | $19.9M | 2.6% | 47,460 SH | |
| US BANCORP DEL | COM NEW | $269K | 0.0% | 6,736 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $309K | 0.0% | 1,220 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $265K | 0.0% | 1,478 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $622K | 0.1% | 2,297 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $420K | 0.1% | 2,552 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $246K | 0.0% | 3,971 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $756K | 0.1% | 6,525 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $24.7M | 3.2% | 50,093 SH | |
| VISA INC | COM CL A | $34.8M | 4.6% | 103,839 SH | |
| WALMART INC | COM | $466K | 0.1% | 4,898 SH | |
| WATERS CORP | COM | $237K | 0.0% | 700 SH | |
| WP CAREY INC | COM | $306K | 0.0% | 5,049 SH |
| 13F-HR |
| 0001951757-25-001236 |
| $898.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000999 | $925.5M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000980 | $835.7M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000665 | $900.0M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000466 | $761.4M | View |