Louisville, KYCIK 19999284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
135 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 235.8K | $77.60M | 8.4% | −13.3K | Reduced |
| 2 | Microsoft Corp | 99.3K | $47.59M | 5.1% | +1.0K | Added |
| 3 | Nvidia Corporation | 222.4K | $41.11M | 4.4% | +217 | Added |
| 4 | Houlihan Lokey Inc |
| 204.4K |
| $37.15M |
| 4.0% |
| +1.3K |
| Added |
| 5 | Visa Inc | 105.5K | $36.90M | 4.0% | +1.9K | Added |
| 6 | Tjx Cos Inc New | 205.2K | $32.38M | 3.5% | −1.2K | Reduced |
| 7 | Costco Whsl Corp New | 34.8K | $32.21M | 3.5% | +375 | Added |
| 8 | Apple Inc | 122.1K | $31.68M | 3.4% | +1.0K | Added |
| 9 | Mueller Inds Inc | 255.0K | $31.51M | 3.4% | −44.2K | Reduced |
| 10 | Asml Holding N V | 23.8K | $30.28M | 3.3% | −6.6K | Reduced |
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