A Alphabet Inc Class C GOOG
6.48% 7.5% $62.1M 173,030 $67.5M 198,988 -25,958 -13.05% Reduce M MUELLER INDS INC MLI
5.95% 3.44% $57.0M 463,736 $31.0M 253,567 +210,169 +82.88% Add NVIDIA CORPORATION NVDA
4.81% 4.99% $46.1M 225,776 $44.9M 222,748 +3,028 +1.36% Add MICROSOFT CORP MSFT
4.07% 4.75% $39.0M 101,834 $42.8M 101,194 +640 +0.63% Add VISA INC V
3.97% 3.81% $38.0M 109,392 $34.3M 108,141 +1,251 +1.16% Add APPLE INC AAPL
3.85% 3.67% $36.9M 117,646 $33.0M 122,235 -4,589 -3.75% Reduce COSTCO WHOLESALE CORPORATION COST
3.53% 3.9% $33.8M 35,455 $35.1M 35,110 +345 +0.98% Add TJX COS INC NEW TJX
3.34% 3.68% $32.0M 209,411 $33.1M 205,969 +3,442 +1.67% Add ASML HLDG NV ASML
3.07% 3.04% $29.4M 16,634 $27.3M 18,735 -2,101 -11.21% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
2.95% 2.97% $28.3M 57,201 $26.7M 56,327 +874 +1.55% Add WW GRAINGER INC GWW
2.94% 2.68% $28.2M 20,912 $24.1M 20,764 +148 +0.71% Add JPMORGAN CHASE & CO JPM
2.94% 2.91% $28.2M 85,274 $26.2M 84,361 +913 +1.08% Add MCKESSON CORP COM MCK
2.89% 1.66% $27.7M 33,820 $14.9M 17,224 +16,596 +96.35% Add HOULIHAN LOKEY INC HLI
2.88% 3.7% $27.6M 205,696 $33.3M 205,159 +537 +0.26% Add TECHNIPFMC PLC COM FTI
2.86% 3.43% $27.4M 389,000 $30.9M 438,429 -49,429 -11.27% Reduce SCHWAB CHARLES CORP SCHW
2.64% 2.5% $25.3M 248,860 $22.5M 243,993 +4,867 +1.99% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
2.63% 2.4% $25.2M 57,667 $21.6M 58,419 -752 -1.29% Reduce FORTINET INC FTNT
2.58% 1.47% $24.7M 157,525 $13.2M 161,271 -3,746 -2.32% Reduce EMCOR GROUP INC EME
2.57% 3.27% $24.7M 32,066 $29.4M 36,520 -4,454 -12.20% Reduce FERRARI N V COM RACE
2.42% 2.54% $23.2M 61,855 $22.9M 61,293 +562 +0.92% Add ROYAL GOLD INC COM RGLD
2.27% 3.35% $21.7M 113,300 $30.1M 112,426 +874 +0.78% Add TKO GROUP HLDGS INC CLASS A TKO
2.23% 2.62% $21.4M 110,783 $23.6M 126,794 -16,011 -12.63% Reduce UBER TECHNOLOGIES INC UBER
2.21% — $21.2M 288,435 $0 0 +288,435 New Buy BERKLEY W R CORP WRB
2.02% 2.01% $19.3M 271,315 $18.1M 270,284 +1,031 +0.38% Add G GARMIN LTD SHS GRMN
1.94% 2.25% $18.6M 76,268 $20.2M 75,714 +554 +0.73% Add CONSTELLATION ENERGY CORP CEG
1.68% 1.71% $16.1M 66,046 $15.4M 51,932 +14,114 +27.18% Add SALESFORCE INC CRM
1.67% 1.35% $16.0M 95,913 $12.1M 66,620 +29,293 +43.97% Add FAIR ISAAC CORP FICO
1.66% 1.82% $16.0M 12,601 $16.4M 15,275 -2,674 -17.51% Reduce VERTEX PHARMACEUTICALS INC VRTX
1.6% 1.49% $15.3M 30,786 $13.4M 30,411 +375 +1.23% Add INTUIT INTU
1.17% 0.62% $11.2M 41,262 $5.6M 14,151 +27,111 +191.58% Add M MORNINGSTAR INC MORN
0.99% 1.18% $9.5M 57,602 $10.6M 57,720 -118 -0.20% Reduce JOHNSON & JOHNSON JNJ
0.67% 0.63% $6.4M 24,463 $5.6M 24,030 +433 +1.80% Add ALPHABET INC GOOGL
0.65% 0.65% $6.2M 17,090 $5.8M 17,090 0 0.00% Unchanged STOCK YDS BANCORP INC SYBT
0.48% 0.5% $4.6M 61,517 $4.5M 61,517 0 0.00% Unchanged ADOBE INC COM ADBE
0.45% 0.96% $4.3M 19,487 $8.7M 35,519 -16,032 -45.14% Reduce BERKSHIRE HATHAWAY INC CL A BRK.A
0.39% 0.4% $3.7M 5 $3.6M 5 0 0.00% Unchanged SERVICENOW INC NOW
0.35% — $3.3M 30,921 $0 0 +30,921 New Buy EXXON MOBIL CORP XOM
0.29% 0.32% $2.8M 19,597 $2.9M 19,595 +2 +0.01% Add TRANE TECHNOLOGIES PLC TT
0.27% 0.3% $2.6M 5,578 $2.7M 5,639 -61 -1.08% Reduce TEXAS ROADHOUSE INC CLASS A TXRH
0.27% 0.27% $2.6M 14,477 $2.4M 14,477 0 0.00% Unchanged P PNC FINL SVCS GROUP INC COM PNC
0.27% 0.26% $2.6M 10,415 $2.3M 10,391 +24 +0.23% Add APPLIED MATLS INC AMAT
0.26% 0.21% $2.5M 4,378 $1.9M 4,718 -340 -7.21% Reduce CROWDSTRIKE HLDGS INC CRWD
0.25% 0.04% $2.4M 3,152 $334,073 788 +2,364 +300.00% Add AMAZON COM INC AMZN
0.24% 2.5% $2.3M 9,637 $22.5M 89,625 -79,988 -89.25% Reduce AMGEN INC COM AMGN
0.22% 0.23% $2.1M 5,739 $2.0M 5,739 0 0.00% Unchanged ELI LILLY & CO LLY
0.18% 0.15% $1.8M 1,448 $1.3M 1,448 0 0.00% Unchanged MCDONALDS CORP MCD
0.16% 0.19% $1.5M 5,534 $1.7M 5,534 0 0.00% Unchanged ALLSTATE CORP ALL
0.15% 0.14% $1.5M 5,905 $1.3M 5,905 0 0.00% Unchanged FIRST SOLAR INC COM FSLR
0.14% 0.13% $1.4M 6,050 $1.2M 6,050 0 0.00% Unchanged COCA COLA CO KO
0.14% 0.13% $1.3M 16,061 $1.2M 15,561 +500 +3.21% Add 
