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CIK 0000894205 • 6 13F filings • Apr 14, 2025 – Jul 8, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $398 | 0.1% | 3,000 SH | |
| ABBVIE INC. | COM | $631 | 0.1% | 3,011 SH | |
| ACCENTURE PLC | COM | $21K | 2.9% | 67,278 SH | |
| ADVANCED MICRO DEVICES | COM | $14K | 2.0% | 140,161 SH | |
| ALPHABET, INC. CLASS A | COM | $2K | 0.2% | 10,967 SH | |
| ALPHABET, INC. CLASS C | COM | $29K | 4.0% | 184,628 SH | |
| AMAZON | COM | $28K | 3.9% | 147,385 SH | |
| AMERICAN EXPRESS CO | COM | $404 | 0.1% | 1,500 SH | |
| AMETEK INC NEW | COM | $232 | 0.0% | 1,350 SH | |
| ANALOG DEVICES | COM | $13K | 1.8% | 63,614 SH | |
| APPLE | COM | $16K | 2.3% | 73,621 SH | |
| APPLIED MATERIALS | COM | $6K | 0.8% | 41,275 SH | |
| ARTHUR J. GALLAGHER | COM | $22K | 3.1% | 64,760 SH | |
| ASML HLDG NV NY REGISTRY | COM | $6K | 0.9% | 9,568 SH | |
| ASTRAZENECA PLC | COM | $22K | 3.1% | 305,433 SH | |
| AT&T | COM | $23K | 3.2% | 800,528 SH | |
| AUTOZONE | COM | $381 | 0.1% | 100 SH | |
| BANK OF AMERICA CORP | COM | $260 | 0.0% | 6,242 SH | |
| BERKSHIRE A (1SH /100) | COM | $798 | 0.1% | 100 SH | |
| BERKSHIRE HATHAWAY INC-B | COM | $29K | 4.0% | 54,236 SH | |
| BOEING | COM | $631 | 0.1% | 3,697 SH | |
| BOOKING HOLDINGS | COM | $29K | 4.1% | 6,338 SH | |
| CARRIER GLOBAL CORP | COM | $20K | 2.8% | 320,273 SH | |
| CHEVRON-TEXACO CORP | COM | $686 | 0.1% | 4,100 SH | |
| CIGNA CORP | COM | $502 | 0.1% | 1,525 SH | |
| CISCO SYSTEMS | COM | $465 | 0.1% | 7,528 SH | |
| COMMUNITY TRUST BANCORP | COM | $314 | 0.0% | 6,232 SH | |
| CSW INDUSTRIALS INC | COM | $233 | 0.0% | 800 SH | |
| DISNEY (THE WALT) CO. | COM | $396 | 0.1% | 4,012 SH | |
| DOLLAR GENERAL | COM | $12K | 1.6% | 133,211 SH | |
| ELEVANCE HEALTH INC | COM | $31K | 4.3% | 70,167 SH | |
| EXXON MOBIL CORP | COM | $931 | 0.1% | 7,831 SH | |
| FIDELITY DIVR INTL FD#325 | COM | $208 | 0.0% | 4,700 SH | |
| FISERV INC | COM | $28K | 3.9% | 125,922 SH | |
| FORTUNE BRANDS INNOVATION | COM | $20K | 2.8% | 324,411 SH | |
| GENERAL DYNAMICS COPR | COM | $22K | 3.1% | 81,929 SH | |
| HOME DEPOT INC | COM | $660 | 0.1% | 1,800 SH | |
| INT'L BUSINESS MACHINES | COM | $729 | 0.1% | 2,933 SH | |
| INVESCO S&P 500 EW ETF | COM | $873 | 0.1% | 5,037 SH | |
| ISHARES MSCI EM EX CHINA | COM | $20K | 2.8% | 360,549 SH | |
| ISHARES RUSSELL 2000 | COM | $346 | 0.0% | 1,735 SH | |
| ISHARES TR RUS 1000 GRW | COM | $418 | 0.1% | 1,158 SH | |
| ISHARES TR S&P MID ETF | COM | $19K | 2.6% | 323,999 SH | |
| IZOTROPIC CORP | COM | $4 | 0.0% | 17,000 SH | |
| JOHNSON & JOHNSON | COM | $3K | 0.4% | 19,016 SH | |
| LAM RESEARCH CORP | COM | $7K | 0.9% | 89,989 SH | |
| LOWE'S COMPANIES, INC. | COM | $548 | 0.1% | 2,350 SH | |
| MARATHON PETROLEUM CORP | COM | $231 | 0.0% | 1,584 SH | |
| MERCK & CO. | COM | $787 | 0.1% | 8,766 SH | |
| MICROSOFT | COM | $35K | 5.0% | 94,197 SH | |
| NEXTERA ENERGY INC | COM | $470 | 0.1% | 6,624 SH | |
| NIKE, INC. | COM | $310 | 0.0% | 4,890 SH | |
| NIKOLA CORP | COM | $1 | 0.0% | 10,000 SH | |
| NVIDIA CORP | COM | $908 | 0.1% | 8,380 SH | |
| ONCOLYTICS BIOTECH INC | COM | $8 | 0.0% | 15,000 SH | |
| ORACLE CORPORATION | COM | $815 | 0.1% | 5,830 SH | |
| PAYCHEX, INC. | COM | $525 | 0.1% | 3,400 SH | |
| PEPSICO | COM | $26K | 3.6% | 173,114 SH | |
| PFIZER INC | COM | $623 | 0.1% | 24,598 SH | |
| PHILIP MORRIS INT'L | COM | $238 | 0.0% | 1,500 SH | |
| PROCTER & GAMBLE | COM | $2K | 0.3% | 11,493 SH | |
| ROCKWELL AUTOMATION INC. | COM | $220 | 0.0% | 850 SH | |
| S&P GLOBAL, INC. | COM | $14K | 2.0% | 27,754 SH | |
| SIGHTLOGIX | COM | $16 | 0.0% | 80,000 SH | |
| SPDR S&P500 ETF TRUST | COM | $1K | 0.2% | 2,427 SH | |
| STRYKER | COM | $21K | 3.0% | 57,017 SH | |
| SYSCO CORP | COM | $21K | 3.0% | 286,274 SH | |
| THERMO FISHER SCIENTIFIC | COM | $26K | 3.7% | 53,198 SH | |
| TJX COMPANIES | COM | $21K | 3.0% | 176,197 SH | |
| TRUIST FINANCIAL CORP | COM | $18K | 2.6% | 443,667 SH | |
| UNITED PARCEL SERVICE | COM | $23K | 3.2% | 208,030 SH | |
| US BANCORP | COM | $18K | 2.6% | 436,557 SH | |
| VANGUARD 500 IND ADMIRAL | COM | $1K | 0.1% | 1,966 SH | |
| VANGUARD EXTENDED MK | COM | $259 | 0.0% | 1,979 SH | |
| VANGUARD REIT | COM | $393 | 0.1% | 4,336 SH | |
| VANGUARD RUS2K GROWTH | COM | $312 | 0.0% | 1,675 SH | |
| VANGUARD S&P 500 ETF | COM | $2K | 0.2% | 3,052 SH | |
| VANGUARD TOT STK MKT IDX | COM | $493 | 0.1% | 3,683 SH | |
| VANGUARD TOTAL STK MKT | COM | $3K | 0.4% | 11,260 SH | |
| VEEVA SYS INC | COM | $232 | 0.0% | 1,000 SH | |
| VISA INC | COM | $19K | 2.7% | 55,160 SH | |
| WAL-MART | COM | $250 | 0.0% | 2,850 SH |
| Q3 2025 |
| 13F-HR |
| 0000894205-25-000014 |
| $768K |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0000894205-26-000007 | $836K | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0000894205-25-000008 | $737K | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0000894205-26-000005 | $724K | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0000894205-25-000006 | $714K | View |