 MICROSOFT CORPMSFT |
| 8.81% | 9.64% | $84.8M | 227,288 | $84.3M | 227,868 | -580-0.25% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 7.11% | 7.58% | $68.4M | 136,778 | $66.3M | 138,348 | -1,570-1.13% | Reduce |
 CORNING INCGLW |
| 6.08% | 3.58% | $58.5M | 228,865 | $31.4M | 230,615 | -1,750-0.76% | Reduce |
 ALPHABET INCGOOGL |
| 5.63% | 5.16% | $54.1M | 151,488 | $45.2M | 157,083 | -5,595-3.56% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.02% | 3.7% | $38.7M | 109,471 | $32.4M | 112,836 | -3,365-2.98% | Reduce |
 META PLATFORMS INCMETA |
| 3.96% | 4.42% | $38.0M | 67,543 | $38.7M | 67,643 | -100-0.15% | Reduce |
 APPLE INCAAPL |
| 3.82% | 3.69% | $36.8M | 127,020 | $32.3M | 127,221 | -201-0.16% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 3.17% | 3.38% | $30.5M | 120,079 | $29.5M | 120,839 | -760-0.63% | Reduce |
 WALMART INCWMT |
| 2.65% | 3.22% | $25.5M | 225,415 | $28.1M | 226,440 | -1,025-0.45% | Reduce |
| FFASTENAL CO COMFAST |
| 2.63% | 2.88% | $25.3M | 527,272 | $25.2M | 543,072 | -15,800-2.91% | Reduce |
 PAYCHEX INC COMPAYX |
| 2.54% | 2.59% | $24.4M | 248,007 | $22.7M | 246,323 | +1,684+0.68% | Add |
 EXXON MOBIL CORPXOM |
| 2.44% | 3.39% | $23.5M | 171,640 | $29.7M | 174,820 | -3,180-1.82% | Reduce |
 DOVER CORPDOV |
| 2.43% | 2.5% | $23.4M | 104,228 | $21.9M | 105,018 | -790-0.75% | Reduce |
 CISCO SYS INCCSCO |
| 2.39% | 1.76% | $23.0M | 195,450 | $15.4M | 198,090 | -2,640-1.33% | Reduce |
 AMERICAN EXPRESS COAXP |
| 2.34% | 2.29% | $22.5M | 66,425 | $20.0M | 66,125 | +300+0.45% | Add |
 MERCK & CO INCMRK |
| 2% | 2.1% | $19.2M | 149,637 | $18.4M | 153,062 | -3,425-2.24% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.93% | 2.19% | $18.5M | 126,415 | $19.2M | 132,802 | -6,387-4.81% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 1.77% | 1.83% | $17.0M | 95,400 | $16.0M | 3,797 | +91,603+2,412.51% | Add |
 LANDSTAR SYS INCLSTR |
| 1.44% | 1.23% | $13.9M | 67,134 | $10.7M | 66,909 | +225+0.34% | Add |
 JPMORGAN CHASE & COJPM |
| 1.42% | 1.41% | $13.7M | 41,853 | $12.3M | 41,938 | -85-0.20% | Reduce |
 PEPSICO INCPEP |
| 1.42% | 1.77% | $13.7M | 101,089 | $15.5M | 99,973 | +1,116+1.12% | Add |
 ICON PUB LTD COICLR |
| 1.42% | 1% | $13.7M | 78,653 | $8.8M | 79,203 | -550-0.69% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.27% | 1.41% | $12.2M | 132,340 | $12.4M | 131,490 | +850+0.65% | Add |
 STRYKER CORPORATIONSYK |
| 1.23% | 1.4% | $11.8M | 37,477 | $12.2M | 37,200 | +277+0.74% | Add |
 CVS HEALTH CORPCVS |
| 1.21% | 0.93% | $11.6M | 112,171 | $8.1M | 113,371 | -1,200-1.06% | Reduce |
 ATLANTA BRAVES HLDGS INCBATRK |
| 1.14% | 1.09% | $11.0M | 211,315 | $9.6M | 223,665 | -12,350-5.52% | Reduce |
 WATERS CORPWAT |
| 1.13% | 0.99% | $10.9M | 28,978 | $8.6M | 29,003 | -25-0.09% | Reduce |
| YYETI HLDGS INCYETI |
| 1.1% | 0.91% | $10.6M | 213,830 | $8.0M | 217,430 | -3,600-1.66% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.09% | 1.02% | $10.5M | 15,319 | $9.0M | 14,995 | +324+2.16% | Add |
 SALESFORCE INCCRM |
| 0.93% | 1.2% | $8.9M | 56,805 | $10.5M | 56,355 | +450+0.80% | Add |
| IISHARES COREIJR |
| 0.86% | 0.8% | $8.3M | 55,967 | $7.0M | 56,117 | -150-0.27% | Reduce |
 GE AEROSPACEGE |
| 0.86% | 0.72% | $8.2M | 22,067 | $6.3M | 22,204 | -137-0.62% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.86% | 0.8% | $8.2M | 33,424 | $7.0M | 33,424 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.85% | 0.87% | $8.1M | 23,058 | $7.6M | 23,098 | -40-0.17% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 0.81% | 0.91% | $7.8M | 134,998 | $8.0M | 138,378 | -3,380-2.44% | Reduce |
 DISNEY WALT CODIS |
| 0.72% | 0.81% | $7.0M | 72,381 | $7.1M | 73,666 | -1,285-1.74% | Reduce |
| VVANGUARD FSTEVWO |
| 0.7% | 0.71% | $6.7M | 112,336 | $6.3M | 115,636 | -3,300-2.85% | Reduce |
 CHURCHILL DOWNS INCCHDN |
| 0.68% | 0.75% | $6.5M | 72,654 | $6.5M | 72,654 | 00.00% | Unchanged |
| VVANGUARD FTSEVEA |
| 0.64% | 0.61% | $6.1M | 86,150 | $5.3M | 82,625 | +3,525+4.27% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.55% | 0.56% | $5.3M | 29,441 | $4.9M | 29,441 | 00.00% | Unchanged |
 COCA COLA COKO |
| 0.49% | 0.54% | $4.8M | 58,529 | $4.7M | 61,690 | -3,161-5.12% | Reduce |
 ELI LILLY & COLLY |
| 0.49% | 0.43% | $4.7M | 3,923 | $3.8M | 4,083 | -160-3.92% | Reduce |
 MEDTRONIC PLCMDT |
| 0.49% | 0.61% | $4.7M | 59,803 | $5.3M | 61,403 | -1,600-2.61% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.47% | 0.49% | $4.5M | 6 | $4.3M | 6 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 0.46% | 0.38% | $4.4M | 3,732 | $3.3M | 3,763 | -31-0.82% | Reduce |
 HERSHEY CO COMHSY |
| 0.41% | 0.55% | $3.9M | 22,340 | $4.8M | 23,215 | -875-3.77% | Reduce |
| CCLARUS CORP NEW COMCLAR |
| 0.41% | 0.36% | $3.9M | 1.2M | $3.1M | 1.1M | +94,923+8.28% | Add |
| VVANGUARD INTL EQUITY INDEX FVPL |
| 0.38% | 0.36% | $3.6M | 31,229 | $3.2M | 32,429 | -1,200-3.70% | Reduce |
 ABBVIE INCABBV |
| 0.37% | 0.38% | $3.6M | 14,215 | $3.3M | 15,215 | -1,000-6.57% | Reduce |
 SMUCKER J M COSJM |
| 0.36% | 0.35% | $3.5M | 31,148 | $3.0M | 31,348 | -200-0.64% | Reduce |
