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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 | $225K | 0.0% | 1,760 SH | New |
| ABBVIE INC | COM | $818K | 0.1%Prev: 0.1% | 3,575 SH | Decreased-759 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.5M | 0.2%Prev: 0.1% | 5,821 SH | Increased+1,090 SH |
| ADOBE INC | COM | $12.8M | 1.4%Prev: 0.5% | 36,238 SH | Increased+16,751 SH |
| AIR PRODS & CHEMS INC | COM | $273K | 0.0% | 1,077 SH | New |
| ALLSTATE CORP | COM | $1.2M | 0.1%Prev: 0.2% | 5,905 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $4.4M | 0.5%Prev: 0.7% | 17,301 SH | Decreased+211 SH |
| ALPHABET INC | CAP STK CL C | $62.9M | 7.0%Prev: 6.7% | 249,083 SH | Increased+76,053 SH |
| ALTRIA GROUP INC | COM | $305K | 0.0%Prev: 0.0% | 4,741 SH | Decreased |
| AMAZON COM INC | COM | $16.7M | 1.9%Prev: 0.3% | 76,844 SH | Increased+67,207 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $373K | 0.0%Prev: 0.0% | 4,472 SH | Decreased |
| AMERICAN EXPRESS CO | COM | $315K | 0.0%Prev: 0.0% | 896 SH | Increased |
| AMGEN INC | COM | $2.0M | 0.2%Prev: 0.2% | 6,843 SH | Decreased+1,104 SH |
| APPLE INC | COM | $31.3M | 3.5%Prev: 4.0% | 121,111 SH | Decreased+3,465 SH |
| APPLIED MATLS INC | COM | $1.0M | 0.1%Prev: 0.3% | 4,706 SH | Decreased+328 SH |
| APPLOVIN CORP | COM CL A | $330K | 0.0%Prev: 0.0% | 585 SH | Increased-27 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $30.7M | 3.4% | 30,367 SH | New |
| AUTOMATIC DATA PROCESSING IN | COM | $1.3M | 0.1%Prev: 0.1% | 4,607 SH | Increased+38 SH |
| AUTOZONE INC | COM | $568K | 0.1%Prev: 0.0% | 142 SH | Increased |
| BERKLEY W R CORP | COM | $19.9M | 2.2%Prev: 2.1% | 265,705 SH | Increased-5,610 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.7M | 0.4%Prev: 0.4% | 5 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $19.3M | 2.2%Prev: 3.1% | 39,336 SH | Decreased-17,865 SH |
| BLACKROCK INC | COM | $383K | 0.0%Prev: 0.0% | 339 SH | Increased |
| BROADCOM INC | COM | $393K | 0.0%Prev: 0.1% | 1,155 SH | Decreased-283 SH |
| BROWN FORMAN CORP | CL A | $440K | 0.0%Prev: 0.0% | 15,887 SH | Increased+5,118 SH |
| BROWN FORMAN CORP | CL B | $1.4M | 0.2%Prev: 0.1% | 49,477 SH | Increased+9,454 SH |
| CAPITAL ONE FINL CORP | COM | $435K | 0.0%Prev: 0.0% | 1,976 SH | Increased |
| CATERPILLAR INC | COM | $430K | 0.0%Prev: 0.1% | 836 SH | Decreased |
| CBRE GROUP INC | CL A | $219K | 0.0% | 1,339 SH | New |
| CENCORA INC | COM | $419K | 0.0%Prev: 0.0% | 1,268 SH | Increased |
| CHEVRON CORP NEW | COM | $825K | 0.1% | 5,303 SH | New |
| CHURCHILL DOWNS INC | COM | $1.5M | 0.2%Prev: 0.1% | 16,046 SH | Increased+500 SH |
| CINCINNATI FINL CORP | COM | $461K | 0.1%Prev: 0.1% | 2,965 SH | Decreased |
| COCA COLA CO | COM | $1.1M | 0.1%Prev: 0.1% | 15,546 SH | Decreased-515 SH |
| COLGATE PALMOLIVE CO | COM | $535K | 0.1%Prev: 0.1% | 6,696 SH | Decreased+162 SH |
| COMFORT SYS USA INC | COM | $209K | 0.0%Prev: 0.1% | 264 SH | Decreased-86 SH |
| CONSTELLATION ENERGY CORP | COM | $24.1M | 2.7%Prev: 1.7% | 68,894 SH | Increased+2,848 SH |
| COSTCO WHSL CORP NEW | COM | $32.5M | 3.6% | 34,452 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $269K | 0.0%Prev: 0.1% | 538 SH | Decreased-2,614 SH |
| DEERE & CO | COM | $307K | 0.0%Prev: 0.0% | 663 SH | Decreased-4 SH |
| DISNEY WALT CO | COM | $773K | 0.1%Prev: 0.1% | 6,836 SH | Increased+429 SH |
| DOVER CORP | COM | $380K | 0.0%Prev: 0.1% | 2,270 SH | Decreased |
| ELEVANCE HEALTH INC FORMERLY | COM | $763K | 0.1%Prev: 0.1% | 2,209 SH | Decreased+4 SH |
| ELI LILLY & CO | COM | $1.1M | 0.1%Prev: 0.2% | 1,340 SH | Decreased-108 SH |
| EMCOR GROUP INC | COM | $25.9M | 2.9%Prev: 2.7% | 39,067 SH | Increased+7,001 SH |
| EXXON MOBIL CORP | COM | $2.3M | 0.3%Prev: 0.3% | 19,800 SH | Decreased+203 SH |
| F N B CORP | COM | $274K | 0.0%Prev: 0.0% | 17,905 SH | Decreased-386 SH |
| FAIR ISAAC CORP | COM | $12.4M | 1.4%Prev: 1.7% | 7,858 SH | Decreased-4,743 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $327K | 0.0%Prev: 0.0% | 1,459 SH | Decreased-33 SH |
| FIRST CAP INC | COM | $223K | 0.0%Prev: 0.0% | 5,283 SH | Decreased-67 SH |
| FIRST SOLAR INC | COM | $1.4M | 0.2%Prev: 0.1% | 6,050 SH | Decreased |
| FORTINET INC | COM | $15.6M | 1.7%Prev: 2.7% | 183,962 SH | Decreased+26,437 SH |
| GARMIN LTD | SHS | $18.5M | 2.1%Prev: 2.0% | 74,570 SH | Decreased-1,698 SH |
| GENERAL DYNAMICS CORP | COM | $608K | 0.1%Prev: 0.1% | 1,797 SH | Decreased |
| GENUINE PARTS CO | COM | $346K | 0.0%Prev: 0.0% | 2,608 SH | Increased |
| GOLDMAN SACHS GROUP INC | COM | $213K | 0.0%Prev: 0.0% | 286 SH | Decreased |
| GRAINGER W W INC | COM | $19.9M | 2.2% | 20,592 SH | New |
| HOME DEPOT INC | COM | $272K | 0.0%Prev: 0.0% | 698 SH | Increased-77 SH |
| HONEYWELL INTL INC | COM | $663K | 0.1%Prev: 0.0% | 3,210 SH | Increased+1,594 SH |
| HOULIHAN LOKEY INC | CL A | $39.4M | 4.4%Prev: 3.0% | 203,133 SH | Increased-2,563 SH |
| HUMANA INC | COM | $781K | 0.1%Prev: 0.1% | 2,716 SH | Increased+785 SH |
| ILLINOIS TOOL WKS INC | COM | $1.2M | 0.1%Prev: 0.1% | 4,606 SH | Decreased+49 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $241K | 0.0%Prev: 0.0% | 839 SH | Decreased |
| INTUIT | COM | $15.5M | 1.7%Prev: 1.2% | 23,085 SH | Increased-18,177 SH |
| INVESCO QQQ TR | UNIT SER 1 | $630K | 0.1%Prev: 0.1% | 1,040 SH | Decreased+33 SH |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.1%Prev: 0.1% | 1,860 SH | Increased+230 SH |
| JOHNSON & JOHNSON | COM | $4.8M | 0.5%Prev: 0.7% | 24,812 SH | Decreased+349 SH |
| JPMORGAN CHASE & CO. | COM | $25.2M | 2.8% | 85,789 SH | New |
| KIMBERLY-CLARK CORP | COM | $210K | 0.0% | 1,749 SH | New |
| KROGER CO | COM | $1.3M | 0.1%Prev: 0.1% | 18,696 SH | Increased+1,000 SH |
| LOCKHEED MARTIN CORP | COM | $398K | 0.0%Prev: 0.0% | 817 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $550K | 0.1%Prev: 0.1% | 962 SH | Decreased-280 SH |
| MCDONALDS CORP | COM | $1.7M | 0.2%Prev: 0.2% | 5,534 SH | Increased |
| MCKESSON CORP | COM | $12.6M | 1.4%Prev: 3.0% | 15,887 SH | Decreased-17,933 SH |
| MEDPACE HLDGS INC | COM | $232K | 0.0%Prev: 0.0% | 425 SH | Increased-7 SH |
| MEDTRONIC PLC | SHS | $271K | 0.0%Prev: 0.0% | 2,827 SH | Increased |
| MERCADOLIBRE INC | COM | $24.1M | 2.7%Prev: 0.1% | 11,505 SH | Increased+11,117 SH |
| MERCK & CO INC | COM | $668K | 0.1%Prev: 0.1% | 7,625 SH | Decreased+135 SH |
| META PLATFORMS INC | CL A | $25.2M | 2.8%Prev: 0.0% | 34,363 SH | Increased+33,684 SH |
| MICROSOFT CORP | COM | $51.1M | 5.7%Prev: 4.2% | 98,256 SH | Increased-3,578 SH |
| MONDELEZ INTL INC | CL A | $284K | 0.0%Prev: 0.0% | 4,589 SH | Increased |
| MORGAN STANLEY | COM NEW | $785K | 0.1%Prev: 0.1% | 4,964 SH | Decreased |
| MORNINGSTAR INC | COM | $12.6M | 1.4%Prev: 1.0% | 57,475 SH | Increased-127 SH |
| MUELLER INDS INC | COM | $31.2M | 3.5%Prev: 2.8% | 299,174 SH | Increased-164,562 SH |
| NETFLIX INC | COM | $576K | 0.1% | 516 SH | New |
| NEXTERA ENERGY INC | COM | $612K | 0.1%Prev: 0.1% | 7,392 SH | Decreased-240 SH |
| NVIDIA CORPORATION | COM | $40.1M | 4.5%Prev: 5.0% | 222,177 SH | Decreased-3,599 SH |
| OLD NATL BANCORP IND | COM | $256K | 0.0%Prev: 0.0% | 12,309 SH | Decreased |
| ORACLE CORP | COM | $369K | 0.0%Prev: 0.0% | 1,353 SH | Increased-80 SH |
| OREILLY AUTOMOTIVE INC | COM | $707K | 0.1%Prev: 0.1% | 6,990 SH | Decreased-2,475 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $225K | 0.0%Prev: 0.0% | 1,280 SH | Increased-275 SH |
| PEPSICO INC | COM | $339K | 0.0%Prev: 0.0% | 2,216 SH | Increased+362 SH |
| PHILIP MORRIS INTL INC | COM | $471K | 0.1%Prev: 0.1% | 3,000 SH | Decreased |
| PNC FINL SVCS GROUP INC | COM | $1.9M | 0.2%Prev: 0.3% | 10,417 SH | Decreased+2 SH |
| PROCTER AND GAMBLE CO | COM | $1.2M | 0.1% | 8,163 SH | New |
| REPUBLIC BANCORP INC KY | CL A | $213K | 0.0%Prev: 0.0% | 3,045 SH | Decreased |
| ROYAL GOLD INC | COM | $21.2M | 2.4%Prev: 2.3% | 115,610 SH | Decreased+2,310 SH |
| S&P GLOBAL INC | COM | $1.1M | 0.1%Prev: 0.1% | 2,296 SH | Increased+220 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $498K | 0.1%Prev: 0.1% | 15,544 SH | Decreased-3,740 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $717K | 0.1%Prev: 0.1% | 4,425 SH | Increased |
| SOUTHERN CO | COM | $255K | 0.0%Prev: 0.0% | 2,620 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $595K | 0.1%Prev: 0.1% | 1,578 SH | Decreased-68 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.1% | 1,613 SH | New |
| SPROUTS FMRS MKT INC | COM | $16.7M | 1.9% | 154,705 SH | New |
| STOCK YDS BANCORP INC | COM | $4.2M | 0.5%Prev: 0.5% | 61,517 SH | Decreased |
| STRYKER CORPORATION | COM | $993K | 0.1%Prev: 0.1% | 2,556 SH | Increased |
| SYPRIS SOLUTIONS INC | COM | $51K | 0.0% | 25,000 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $24.1M | 2.7% | 83,344 SH | New |
| TECHNIPFMC PLC | COM | $18.0M | 2.0%Prev: 3.0% | 479,766 SH | Decreased+90,766 SH |
| TEXAS INSTRS INC | COM | $247K | 0.0%Prev: 0.0% | 1,447 SH | Decreased-6 SH |
| TEXAS ROADHOUSE INC | COM | $2.6M | 0.3%Prev: 0.3% | 14,477 SH | Decreased |
| TJX COS INC NEW | COM | $29.5M | 3.3%Prev: 3.5% | 206,390 SH | Decreased-3,021 SH |
| TKO GROUP HOLDINGS INC | CL A | $24.3M | 2.7%Prev: 2.3% | 130,200 SH | Increased+19,417 SH |
| TRACTOR SUPPLY CO | COM | $214K | 0.0% | 3,900 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $2.6M | 0.3%Prev: 0.3% | 6,383 SH | Decreased+805 SH |
| TRUSTMARK CORP | COM | $1.0M | 0.1%Prev: 0.1% | 26,864 SH | Decreased |
| UNITED PARCEL SERVICE INC | CL B | $218K | 0.0% | 2,505 SH | New |
| UNITEDHEALTH GROUP INC | COM | $921K | 0.1%Prev: 0.1% | 2,547 SH | Decreased+99 SH |
| US BANCORP DEL | COM NEW | $319K | 0.0% | 6,736 SH | New |
| VANGUARD INDEX FDS | LARGE CAP ETF | $376K | 0.0%Prev: 0.0% | 1,220 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $223K | 0.0%Prev: 0.0% | 765 SH | Decreased-2,295 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $308K | 0.0%Prev: 0.0% | 1,482 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $722K | 0.1%Prev: 0.1% | 2,196 SH | Decreased |
| VANGUARD INDEX FDS | VALUE ETF | $476K | 0.1%Prev: 0.1% | 2,552 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $287K | 0.0%Prev: 0.0% | 3,971 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $904K | 0.1%Prev: 0.1% | 6,525 SH | Decreased |
| VEEVA SYS INC | CL A COM | $15.7M | 1.7% | 53,997 SH | New |
| VERTEX PHARMACEUTICALS INC | COM | $12.7M | 1.4%Prev: 1.7% | 29,880 SH | Decreased-906 SH |
| VISA INC | COM CL A | $35.8M | 4.0%Prev: 4.1% | 103,572 SH | Decreased-5,820 SH |
| WALMART INC | COM | $337K | 0.0%Prev: 0.0% | 3,146 SH | Decreased-180 SH |
| WP CAREY INC | COM | $285K | 0.0%Prev: 0.0% | 4,206 SH | Decreased |
| 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 |