Louisville, KYCIK 11627814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
98 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Oreilly Automotive Inc | 959.2K | $87.5K | 9.3% | −7.3K | Reduced |
| 2 | Tjx Cos Inc New | 352.2K | $54.1K | 5.8% | −1.8K | Reduced |
| 3 | Berkshire Hathaway Inc Del | 100.2K | $50.4K | 5.4% | −1.7K | Reduced |
| 4 | Johnson & Johnson |
| 201.3K |
| $41.7K |
| 4.4% |
| −650 |
| Reduced |
| 5 | Fastenal Co | 1.01M | $40.5K | 4.3% | −5.1K | Reduced |
| 6 | Idexx Labs Inc | 52.3K | $35.4K | 3.8% | −60 | Reduced |
| 7 | Alphabet Inc | 106.4K | $33.4K | 3.6% | −1.9K | Reduced |
| 8 | Amphenol Corp New | 235.5K | $31.8K | 3.4% | −9.2K | Reduced |
| 9 | Agilent Technologies Inc | 229.5K | $31.2K | 3.3% | −1.2K | Reduced |
| 10 | Abbott Labs | 241.8K | $30.3K | 3.2% | −1.7K | Reduced |
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