ALPHABET INC GOOGL
4.65% 4.13% $162.4M 454,539 $132.8M 461,731 -7,192 -1.56% Reduce APPLE INC AAPL
4.25% 4.42% $148.4M 512,988 $142.1M 559,986 -46,998 -8.39% Reduce I ISHARES TR IVV
4.14% 3.8% $144.5M 192,974 $122.2M 187,139 +5,835 +3.12% Add ELI LILLY & CO LLY
3.98% 3.31% $138.9M 115,822 $106.3M 115,579 +243 +0.21% Add MICROSOFT CORP MSFT
3.61% 4.1% $126.1M 338,045 $131.8M 356,026 -17,981 -5.05% Reduce JPMORGAN CHASE & CO JPM
3.21% 3.17% $112.1M 342,484 $101.9M 346,491 -4,007 -1.16% Reduce BROADCOM INC AVGO
3.03% 2.72% $105.9M 280,242 $87.4M 282,406 -2,164 -0.77% Reduce ASML HLDG NV ASML
2.86% 2.11% $99.9M 50,234 $67.7M 51,265 -1,031 -2.01% Reduce NVIDIA CORPORATION NVDA
2.76% 2.38% $96.3M 481,229 $76.4M 437,899 +43,330 +9.89% Add STOCK YDS BANCORP INC SYBT
2.75% 2.72% $96.0M 1.3M $87.4M 1.3M -63,590 -4.82% Reduce I ISHARES MSCI EAFE ETF EFA
2.6% 2.56% $90.8M 874,038 $82.3M 847,346 +26,692 +3.15% Add AMAZON COM INC AMZN
2.59% 2.49% $90.5M 379,919 $80.0M 384,068 -4,149 -1.08% Reduce PALO ALTO PANW
2.04% 1.06% $71.2M 208,789 $34.0M 211,951 -3,162 -1.49% Reduce VISA INC V
1.96% 1.96% $68.5M 199,580 $63.1M 208,838 -9,258 -4.43% Reduce I ISHARES RUSSELL MIDCAP ETF IWR
1.85% 1.67% $64.7M 586,685 $53.8M 553,628 +33,057 +5.97% Add I ISHARES RUSSELL IWM
1.74% 1.53% $60.7M 202,126 $49.3M 198,597 +3,529 +1.78% Add S STATE STR SPDR S&P 500 ETF T SPY
1.52% 1.82% $53.2M 71,199 $58.6M 90,129 -18,930 -21.00% Reduce N NEXTERA ENERGY INC NEE
1.49% 1.55% $52.2M 594,580 $49.9M 537,624 +56,956 +10.59% Add QUANTA SVCS INC PWR
1.37% 1.22% $47.8M 66,396 $39.2M 71,472 -5,076 -7.10% Reduce EMCOR GROUP INC EME
1.35% 1.43% $47.3M 56,989 $45.9M 62,142 -5,153 -8.29% Reduce COSTCO WHOLESALE CORPORATION COST
1.35% 1.56% $47.2M 50,411 $50.3M 50,471 -60 -0.12% Reduce EXPEDIA GROUP INC EXPE
1.32% 1.3% $46.1M 180,133 $41.6M 180,324 -191 -0.11% Reduce I ISHARES TR ICSH
1.29% 1.43% $45.1M 890,317 $45.9M 907,031 -16,714 -1.84% Reduce ORACLE CORP ORCL
1.16% 1.27% $40.7M 277,471 $40.9M 278,267 -796 -0.29% Reduce META PLATFORMS INC META
1.12% 1.07% $39.1M 69,502 $34.5M 60,246 +9,256 +15.36% Add F FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND FTGC
1.07% 1.18% $37.5M 1.4M $38.1M 1.3M +61,043 +4.60% Add WASTE MGMT INC DEL WM
1.05% 1.18% $36.7M 164,569 $37.8M 164,573 -4 -0.00% Reduce PHILIP MORRIS INTL INC PM
1.02% 0.79% $35.7M 197,591 $25.3M 153,130 +44,461 +29.03% Add HOME DEPOT INC HD
0.99% 1.1% $34.7M 98,409 $35.5M 107,928 -9,519 -8.82% Reduce LINDE PLC LIN
0.92% 0.98% $32.1M 61,929 $31.4M 63,289 -1,360 -2.15% Reduce EXXON MOBIL CORP XOM
0.91% 1.24% $31.8M 232,431 $39.7M 234,131 -1,700 -0.73% Reduce BLACKROCK INC COM BLK
0.88% 1.03% $30.7M 31,896 $33.0M 34,302 -2,406 -7.01% Reduce CHEVRON CORPORATION CVX
0.77% 1.2% $26.9M 162,167 $38.7M 186,946 -24,779 -13.25% Reduce CHURCHILL DOWNS INC CHDN
0.73% 0.82% $25.5M 284,306 $26.5M 295,156 -10,850 -3.68% Reduce UNITEDHEALTH GROUP INC UNH
0.69% 0.51% $24.0M 57,834 $16.3M 60,191 -2,357 -3.92% Reduce JOHNSON & JOHNSON JNJ
0.69% 0.81% $24.0M 94,450 $26.0M 106,204 -11,754 -11.07% Reduce PROCTER & GAMBLE CO PG
0.67% 0.72% $23.5M 159,949 $23.2M 160,822 -873 -0.54% Reduce EQUINIX INC EQIX
0.67% 0.69% $23.4M 22,435 $22.2M 22,602 -167 -0.74% Reduce CHENIERE ENERGY INC LNG
0.65% 0.62% $22.7M 95,130 $20.0M 70,340 +24,790 +35.24% Add A AVANTIS U S AVUV
0.65% 0.63% $22.6M 181,132 $20.1M 182,196 -1,064 -0.58% Reduce A Alphabet Inc Class C GOOG
0.63% 0.55% $22.0M 62,293 $17.7M 61,663 +630 +1.02% Add BERKSHIRE HATHAWAY INC CL A BRK.A
0.62% 0.65% $21.7M 29 $20.8M 29 0 0.00% Unchanged SERVICENOW INC NOW
0.61% 0.55% $21.4M 215,699 $17.8M 170,468 +45,231 +26.53% Add STRYKER CORPORATION SYK
0.61% 0.41% $21.3M 67,680 $13.2M 40,286 +27,394 +68.00% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.54% 0.56% $19.0M 37,978 $18.0M 37,617 +361 +0.96% Add I ISHARES TR EEM
0.53% 0.45% $18.6M 272,321 $14.5M 255,047 +17,274 +6.77% Add APOLLO GLOBAL MGMT INC COM APO
0.53% 0.46% $18.4M 155,915 $14.6M 131,452 +24,463 +18.61% Add COCA COLA CO KO
0.51% 0.53% $17.7M 217,490 $17.0M 223,633 -6,143 -2.75% Reduce CATERPILLAR INC CAT
0.5% 0.38% $17.5M 16,400 $12.2M 17,249 -849 -4.92% Reduce SLB LIMITED SLB
0.47% 0.58% $16.3M 350,721 $18.5M 359,925 -9,204 -2.56% Reduce 
