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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $29.1M | 114801 | 0.91% |
| 2 | J P MORGAN CHASE & CO | $28.4M | 96535 | 0.88% |
| 3 | MICROSOFT CORP | $24.6M | 66342 | 0.76% |
| 4 | EXXON MOBIL CORPORATION | $21.2M | 124843 | 0.66% |
| 5 | CHURCHILL DOWNS INC | $18.1M | 201973 | 0.56% |
| 6 | SPDR S&P 500 ETF TRUST | $17.3M | 26675 | 0.54% |
| 7 | NVIDIA CORP | $13.3M | 76251 | 0.41% |
| 8 | ALPHABET INC | $13.1M | 45383 | 0.41% |
| 9 | ELI LILLY CO | $10.5M | 11400 | 0.33% |
| 10 | JOHNSON & JOHNSON | $9.4M | 38616 | 0.29% |
| 11 | VISA INC | $9.4M | 31025 | 0.29% |
| 12 | STOCK YARDS BANCORP INC | $9.3M | 139747 | 0.29% |
| 13 | AMAZON.COM INC | $9.2M | 44396 | 0.29% |
| 14 | CHEVRON CORP | $9.1M | 43978 | 0.28% |
| 15 | PROCTER & GAMBLE CO | $8.8M | 61234 | 0.28% |
| 16 | BROADCOM INC | $8.2M | 26333 | 0.25% |
| 17 | COCA COLA CO | $7.8M | 102169 | 0.24% |
| 18 | ASML HOLDING NV ADR | $7.7M | 5853 | 0.24% |
| 19 | ISHARES | $7.1M | 72595 | 0.22% |
| 20 | BLACKROCK INC | $5.8M | 6071 | 0.18% |
| 21 | NEXTERA ENERGY INC | $5.8M | 62805 | 0.18% |
| 22 | ABBOTT LABORATORIES | $5.6M | 54318 | 0.17% |
| 23 | COSTCO WHOLESALE CORP | $5.6M | 5596 | 0.17% |
| 24 | EMCOR GROUP INC | $5.4M | 7343 | 0.17% |
| 25 | HOME DEPOT INC | $5.3M | 16243 | 0.17% |
| 26 | PHILIP MORRIS INTERNATIONAL | $5.0M | 30276 | 0.16% |
| 27 | ISHARES | $4.9M | 50873 | 0.15% |
| 28 | EXPEDIA GROUP INC | $4.9M | 21181 | 0.15% |
| 29 | ISHARES | $4.9M | 7433 | 0.15% |
| 30 | ANALOG DEVICES INC | $4.5M | 14029 | 0.14% |
| 31 | ISHARES | $4.2M | 17086 | 0.13% |
| 32 | WASTE MANAGEMENT INC | $4.1M | 17993 | 0.13% |
| 33 | ORACLE CORP | $4.1M | 27977 | 0.13% |
| 34 | PALO ALTO NETWORKS INC | $3.9M | 24501 | 0.12% |
| 35 | QUANTA SERVICES | $3.8M | 6943 | 0.12% |
| 36 | LINDE PLC | $3.7M | 7489 | 0.12% |
| 37 | DOVER CORPORATION | $3.5M | 16975 | 0.11% |
| 38 | MCDONALDS CORP | $3.4M | 11079 | 0.11% |
| 39 | META PLATFORMS INC | $3.3M | 5721 | 0.10% |
| 40 | AMGEN INC | $3.0M | 8540 | 0.09% |
| 41 | BRISTOL MYERS SQUIBB CO | $2.9M | 47409 | 0.09% |
| 42 | AMERICAN TOWER CORP | $2.9M | 16630 | 0.09% |
| 43 | DANAHER CORPORATION | $2.8M | 15028 | 0.09% |
| 44 | APPLIED MATERIALS | $2.8M | 8071 | 0.09% |
| 45 | ISHARES | $2.7M | 15080 | 0.09% |
| 46 | AVANTIS | $2.7M | 24534 | 0.08% |
| 47 | SEMPRA ENERGY | $2.7M | 27838 | 0.08% |
| 48 | PNC FINANCIAL SERVICES | $2.7M | 12967 | 0.08% |
| 49 | PEPSICO INC | $2.7M | 17135 | 0.08% |
| 50 | QUALCOMM INC | $2.5M | 19253 | 0.08% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.