 ALPHABET INCGOOGL |
| 4.65% | 4.13% | $162.4M | 454,539 | $132.8M | 461,731 | -7,192-1.56% | Reduce |
 APPLE INCAAPL |
| 4.25% | 4.42% | $148.4M | 512,988 | $142.1M | 559,986 | -46,998-8.39% | Reduce |
| IISHARES TRIVV |
| 4.14% | 3.8% | $144.5M | 192,974 | $122.2M | 187,139 | +5,835+3.12% | Add |
 ELI LILLY & COLLY |
| 3.98% | 3.31% | $138.9M | 115,822 | $106.3M | 115,579 | +243+0.21% | Add |
 MICROSOFT CORPMSFT |
| 3.61% | 4.1% | $126.1M | 338,045 | $131.8M | 356,026 | -17,981-5.05% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.21% | 3.17% | $112.1M | 342,484 | $101.9M | 346,491 | -4,007-1.16% | Reduce |
 BROADCOM INCAVGO |
| 3.03% | 2.72% | $105.9M | 280,242 | $87.4M | 282,406 | -2,164-0.77% | Reduce |
 ASML HLDG NVASML |
| 2.86% | 2.11% | $99.9M | 50,234 | $67.7M | 51,265 | -1,031-2.01% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.76% | 2.38% | $96.3M | 481,229 | $76.4M | 437,899 | +43,330+9.89% | Add |
 STOCK YDS BANCORP INCSYBT |
| 2.75% | 2.72% | $96.0M | 1.3M | $87.4M | 1.3M | -63,590-4.82% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 2.6% | 2.56% | $90.8M | 874,038 | $82.3M | 847,346 | +26,692+3.15% | Add |
 AMAZON COM INCAMZN |
| 2.59% | 2.49% | $90.5M | 379,919 | $80.0M | 384,068 | -4,149-1.08% | Reduce |
 PALO ALTOPANW |
| 2.04% | 1.06% | $71.2M | 208,789 | $34.0M | 211,951 | -3,162-1.49% | Reduce |
 VISA INCV |
| 1.96% | 1.96% | $68.5M | 199,580 | $63.1M | 208,838 | -9,258-4.43% | Reduce |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 1.85% | 1.67% | $64.7M | 586,685 | $53.8M | 553,628 | +33,057+5.97% | Add |
| IISHARES RUSSELLIWM |
| 1.74% | 1.53% | $60.7M | 202,126 | $49.3M | 198,597 | +3,529+1.78% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.52% | 1.82% | $53.2M | 71,199 | $58.6M | 90,129 | -18,930-21.00% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.49% | 1.55% | $52.2M | 594,580 | $49.9M | 537,624 | +56,956+10.59% | Add |
 QUANTA SVCS INCPWR |
| 1.37% | 1.22% | $47.8M | 66,396 | $39.2M | 71,472 | -5,076-7.10% | Reduce |
 EMCOR GROUP INCEME |
| 1.35% | 1.43% | $47.3M | 56,989 | $45.9M | 62,142 | -5,153-8.29% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.35% | 1.56% | $47.2M | 50,411 | $50.3M | 50,471 | -60-0.12% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 1.32% | 1.3% | $46.1M | 180,133 | $41.6M | 180,324 | -191-0.11% | Reduce |
| IISHARES TRICSH |
| 1.29% | 1.43% | $45.1M | 890,317 | $45.9M | 907,031 | -16,714-1.84% | Reduce |
 ORACLE CORPORCL |
| 1.16% | 1.27% | $40.7M | 277,471 | $40.9M | 278,267 | -796-0.29% | Reduce |
 META PLATFORMS INCMETA |
| 1.12% | 1.07% | $39.1M | 69,502 | $34.5M | 60,246 | +9,256+15.36% | Add |
| FFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC |
| 1.07% | 1.18% | $37.5M | 1.4M | $38.1M | 1.3M | +61,043+4.60% | Add |
 WASTE MGMT INC DELWM |
| 1.05% | 1.18% | $36.7M | 164,569 | $37.8M | 164,573 | -4-0.00% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 1.02% | 0.79% | $35.7M | 197,591 | $25.3M | 153,130 | +44,461+29.03% | Add |
 HOME DEPOT INCHD |
| 0.99% | 1.1% | $34.7M | 98,409 | $35.5M | 107,928 | -9,519-8.82% | Reduce |
 LINDE PLCLIN |
| 0.92% | 0.98% | $32.1M | 61,929 | $31.4M | 63,289 | -1,360-2.15% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.91% | 1.24% | $31.8M | 232,431 | $39.7M | 234,131 | -1,700-0.73% | Reduce |
 BLACKROCK INC COMBLK |
| 0.88% | 1.03% | $30.7M | 31,896 | $33.0M | 34,302 | -2,406-7.01% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.77% | 1.2% | $26.9M | 162,167 | $38.7M | 186,946 | -24,779-13.25% | Reduce |
 CHURCHILL DOWNS INCCHDN |
| 0.73% | 0.82% | $25.5M | 284,306 | $26.5M | 295,156 | -10,850-3.68% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.69% | 0.51% | $24.0M | 57,834 | $16.3M | 60,191 | -2,357-3.92% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.69% | 0.81% | $24.0M | 94,450 | $26.0M | 106,204 | -11,754-11.07% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.67% | 0.72% | $23.5M | 159,949 | $23.2M | 160,822 | -873-0.54% | Reduce |
 EQUINIX INCEQIX |
| 0.67% | 0.69% | $23.4M | 22,435 | $22.2M | 22,602 | -167-0.74% | Reduce |
 CHENIERE ENERGY INCLNG |
| 0.65% | 0.62% | $22.7M | 95,130 | $20.0M | 70,340 | +24,790+35.24% | Add |
| AAVANTIS U SAVUV |
| 0.65% | 0.63% | $22.6M | 181,132 | $20.1M | 182,196 | -1,064-0.58% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.63% | 0.55% | $22.0M | 62,293 | $17.7M | 61,663 | +630+1.02% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.62% | 0.65% | $21.7M | 29 | $20.8M | 29 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 0.61% | 0.55% | $21.4M | 215,699 | $17.8M | 170,468 | +45,231+26.53% | Add |
 STRYKER CORPORATIONSYK |
| 0.61% | 0.41% | $21.3M | 67,680 | $13.2M | 40,286 | +27,394+68.00% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.54% | 0.56% | $19.0M | 37,978 | $18.0M | 37,617 | +361+0.96% | Add |
| IISHARES TREEM |
| 0.53% | 0.45% | $18.6M | 272,321 | $14.5M | 255,047 | +17,274+6.77% | Add |
 APOLLO GLOBAL MGMT INC COMAPO |
| 0.53% | 0.46% | $18.4M | 155,915 | $14.6M | 131,452 | +24,463+18.61% | Add |
 COCA COLA COKO |
| 0.51% | 0.53% | $17.7M | 217,490 | $17.0M | 223,633 | -6,143-2.75% | Reduce |
 CATERPILLAR INCCAT |
| 0.5% | 0.38% | $17.5M | 16,400 | $12.2M | 17,249 | -849-4.92% | Reduce |
 SLB LIMITEDSLB |
| 0.47% | 0.58% | $16.3M | 350,721 | $18.5M | 359,925 | -9,204-2.56% | Reduce |
