| AAlphabet Inc Class CGOOG |
| 4.38% | 3.91% | $900.2M | 2.5M | $737.0M | 2.6M | -21,360-0.83% | Reduce |
 MICROSOFT CORPMSFT |
| 4.06% | 4.26% | $834.3M | 2.2M | $804.3M | 2.2M | +63,992+2.95% | Add |
 APPLE INCAAPL |
| 3.59% | 3.55% | $737.7M | 2.5M | $670.3M | 2.6M | -91,948-3.48% | Reduce |
 CINTAS CORP COMCTAS |
| 3.52% | 3.81% | $723.3M | 4.3M | $719.3M | 4.3M | -54-0.00% | Reduce |
| CCABLE ONE INCCABO |
| 3.3% | 4.12% | $678.3M | 1.0M | $777.7M | 1.0M | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 2.69% | 2.53% | $553.2M | 2.8M | $477.9M | 2.7M | +24,571+0.90% | Add |
 AMAZON COM INCAMZN |
| 2.64% | 2.36% | $542.1M | 2.3M | $444.7M | 2.1M | +139,353+6.53% | Add |
 META PLATFORMS INCMETA |
| 2.55% | 2.79% | $524.4M | 930,966 | $525.8M | 919,047 | +11,919+1.30% | Add |
| IISHARES TRIVV |
| 1.99% | 1.9% | $409.9M | 547,391 | $357.9M | 547,923 | -532-0.10% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.59% | 1.5% | $327.5M | 5.7M | $282.3M | 5.8M | -41,990-0.73% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.57% | 0.81% | $321.9M | 445,286 | $152.2M | 445,323 | -37-0.01% | Reduce |
 FIFTH THIRD BANCORP COMFITB |
| 1.54% | 1.38% | $316.5M | 5.6M | $260.7M | 5.6M | +2,553+0.05% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.52% | 1.17% | $312.2M | 653,800 | $220.8M | 653,469 | +331+0.05% | Add |
 VISA INCV |
| 1.47% | 1.34% | $302.8M | 882,492 | $253.1M | 837,287 | +45,205+5.40% | Add |
 CINCINNATI FINL CORP COMCINF |
| 1.35% | 1.25% | $276.9M | 1.5M | $235.8M | 1.5M | -3,135-0.21% | Reduce |
 BROADCOM INCAVGO |
| 1.34% | 0.95% | $275.8M | 730,207 | $179.5M | 580,017 | +150,190+25.89% | Add |
 EXXON MOBIL CORPXOM |
| 1.3% | 1.92% | $267.9M | 2.0M | $362.4M | 2.1M | -176,626-8.27% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 1.24% | 1.36% | $255.9M | 1.4M | $255.7M | 1.5M | -131,821-8.52% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.17% | 1.38% | $239.9M | 944,509 | $260.2M | 1.1M | -119,795-11.26% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.14% | 1.27% | $235.3M | 2.6M | $238.8M | 2.5M | +8,921+0.35% | Add |
 MEDTRONIC PLCMDT |
| 1% | 1.2% | $205.5M | 2.6M | $225.5M | 2.6M | +24,993+0.96% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.97% | 0.68% | $198.7M | 477,964 | $128.5M | 474,885 | +3,079+0.65% | Add |
 DEERE & CODE |
| 0.9% | 0.87% | $184.5M | 290,906 | $163.4M | 290,035 | +871+0.30% | Add |
 ORACLE CORPORCL |
| 0.89% | 0.98% | $183.4M | 1.3M | $185.1M | 1.3M | -7,001-0.56% | Reduce |
| BBECTON DICKINSON & CO COMBDX |
| 0.82% | 0.82% | $167.7M | 1.1M | $154.4M | 981,876 | +125,973+12.83% | Add |
 BOEING COBA |
| 0.8% | 0.8% | $163.5M | 755,368 | $150.3M | 755,092 | +276+0.04% | Add |
 Markel Group Inc.MKL |
| 0.78% | 0.81% | $160.0M | 81,945 | $152.7M | 79,800 | +2,145+2.69% | Add |
 TEXAS INSTRS INCTXN |
| 0.78% | 1.07% | $160.0M | 536,900 | $201.2M | 1.0M | -499,539-48.20% | Reduce |
| TTOUCHSTONE ETF TRUSTSIO |
| 0.72% | 0.78% | $148.2M | 5.8M | $146.4M | 5.7M | +59,184+1.04% | Add |
 SALESFORCE INCCRM |
| 0.69% | 0.85% | $141.0M | 900,281 | $159.7M | 855,312 | +44,969+5.26% | Add |
 AIRBNB INC COM CL AABNB |
| 0.67% | 0.64% | $138.0M | 964,421 | $121.6M | 962,886 | +1,535+0.16% | Add |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.67% | 0.61% | $137.9M | 1.5M | $114.9M | 1.5M | 00.00% | Unchanged |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.65% | 0.84% | $132.8M | 2.3M | $158.0M | 2.6M | -301,104-11.55% | Reduce |
 STANLEY BLACK & DECKER INCSWK |
| 0.64% | 0.54% | $131.4M | 1.4M | $101.8M | 1.4M | -35,929-2.51% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.62% | 0.68% | $128.1M | 255,913 | $128.3M | 267,701 | -11,788-4.40% | Reduce |
 JONES LANG LASALLE INCJLL |
| 0.61% | 0.65% | $125.6M | 405,288 | $123.2M | 404,872 | +416+0.10% | Add |
 PROCTER & GAMBLE COPG |
| 0.57% | 0.58% | $116.4M | 793,728 | $109.9M | 760,982 | +32,746+4.30% | Add |
 CISCO SYS INCCSCO |
| 0.55% | 0.47% | $114.0M | 970,924 | $88.0M | 1.1M | -162,819-14.36% | Reduce |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.55% | 0.55% | $113.9M | 1.4M | $103.6M | 1.4M | +10,480+0.73% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.55% | 0.3% | $112.2M | 97,159 | $57.5M | 170,106 | -72,947-42.88% | Reduce |
 KLA CORPKLAC |
| 0.53% | 0.41% | $109.7M | 363,680 | $76.8M | 52,164 | +311,516+597.19% | Add |
 DISNEY WALT CODIS |
| 0.53% | 0.55% | $108.9M | 1.1M | $103.7M | 1.1M | +55,877+5.19% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 0.52% | 0.63% | $106.3M | 4.3M | $118.0M | 4.1M | +218,553+5.32% | Add |
 1ST FINL BANCORPFFBC |
| 0.51% | 0.41% | $104.5M | 3.1M | $76.7M | 2.8M | +337,837+12.28% | Add |
 JPMORGAN CHASE & COJPM |
| 0.51% | 0.49% | $104.1M | 318,112 | $92.8M | 315,309 | +2,803+0.89% | Add |
 TOUCHSTONE ETF TRUSTAPOS |
| 0.49% | 0.53% | $101.3M | 3.9M | $100.6M | 3.9M | +24,995+0.64% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.48% | 0.43% | $98.7M | 1.0M | $80.3M | 1.1M | -81,876-7.38% | Reduce |
 LPL FINL HLDGS INCLPLA |
| 0.48% | 0.56% | $98.4M | 349,248 | $104.7M | 348,101 | +1,147+0.33% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.45% | 0.38% | $92.9M | 330,199 | $71.3M | 294,079 | +36,120+12.28% | Add |
| QQUALCOMM INCQCOM |
| 0.44% | 0.34% | $89.9M | 486,440 | $64.3M | 499,232 | -12,792-2.56% | Reduce |
