PARTHENON LLC Diversified Active

CIK: 0001088859 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 22, 2013

Total Value ($000): $297,949 (100.0% shares, 0.0% debt)

Holdings (83)

EXXON MOBIL CORP 7.0%
Value ($000) $20,870 Shares 230,992 Est. Cost $90.35 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 6.8%
Value ($000) $20,285 Shares 181,242 Est. Cost $110.02 Unrealized 0.0%
PG PROCTER & GAMBLE CO 5.7%
Value ($000) $17,040 Shares 221,325 Est. Cost $55.00 Unrealized 0.0%
MSFT MICROSOFT CORP 5.2%
Value ($000) $15,456 Shares 447,429 Est. Cost $26.70 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 5.1%
Value ($000) $15,244 Shares 177,546 Est. Cost $59.66 Unrealized 0.0%
PAYX PAYCHEX INC 3.9%
Value ($000) $11,669 Shares 319,620 Est. Cost $25.02 Unrealized 0.0%
GENERAL ELECTRIC CO 3.6%
Value ($000) $10,592 Shares 456,742 Est. Cost $23.19 Unrealized
CVS CVS CAREMARK CORPORATION 2.9%
Value ($000) $8,780 Shares 153,555 Est. Cost $41.44 Unrealized 0.0%
PEP PEPSICO INC 2.9%
Value ($000) $8,721 Shares 106,621 Est. Cost $56.00 Unrealized 0.0%
MRK MERCK & CO INC NEW 2.9%
Value ($000) $8,494 Shares 182,873 Est. Cost $30.02 Unrealized 0.0%
WMT WAL-MART STORES INC 2.6%
Value ($000) $7,820 Shares 104,982 Est. Cost $19.98 Unrealized 0.0%
DOV DOVER CORP 2.6%
Value ($000) $7,709 Shares 99,262 Est. Cost $39.99 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 2.6%
Value ($000) $7,707 Shares 40,326 Est. Cost $118.94 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 2.4%
Value ($000) $7,027 Shares 246,311 Est. Cost $23.16 Unrealized 0.0%
FAST FASTENAL CO 2.0%
Value ($000) $6,098 Shares 133,180 Est. Cost $8.84 Unrealized 0.0%
WAT WATERS CORP 1.9%
Value ($000) $5,801 Shares 57,982 Est. Cost $95.76 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.8%
Value ($000) $5,329 Shares 61,526 Est. Cost $49.85 Unrealized 0.0%
GOOGLE INC 1.8%
Value ($000) $5,226 Shares 5,936 Est. Cost $880.39 Unrealized
KRAFT FOODS GROUP INC 1.7%
Value ($000) $5,199 Shares 93,059 Est. Cost $55.87 Unrealized
MEDTRONIC INC 1.7%
Value ($000) $5,085 Shares 98,805 Est. Cost $51.47 Unrealized
KO COCA COLA CO 1.5%
Value ($000) $4,491 Shares 111,974 Est. Cost $27.85 Unrealized 0.0%
PFE PFIZER INC 1.5%
Value ($000) $4,387 Shares 156,634 Est. Cost $16.46 Unrealized 0.0%
CSCO CISCO SYS INC 1.4%
Value ($000) $4,294 Shares 176,435 Est. Cost $15.24 Unrealized 0.0%
GLW CORNING INC 1.4%
Value ($000) $4,190 Shares 294,440 Est. Cost $10.49 Unrealized 0.0%
LSTR LANDSTAR SYS INC 1.4%
Value ($000) $4,152 Shares 80,625 Est. Cost $51.50 Unrealized
SJM SMUCKER J M CO 1.4%
Value ($000) $4,076 Shares 39,513 Est. Cost $70.84 Unrealized 0.0%
BF/B BROWN FORMAN CORP 1.4%
Value ($000) $4,070 Shares 60,259 Est. Cost $22.68 Unrealized 0.0%
WU WESTERN UN CO 1.4%
Value ($000) $4,056 Shares 237,035 Est. Cost $17.11 Unrealized
WALGREEN CO 1.3%
Value ($000) $3,737 Shares 84,551 Est. Cost $44.20 Unrealized
COACH INC 1.2%
Value ($000) $3,629 Shares 63,575 Est. Cost $57.08 Unrealized
WKC WORLD FUEL SVCS CORP 1.0%
Value ($000) $3,059 Shares 76,525 Est. Cost $39.79 Unrealized 0.0%
CHDN CHURCHILL DOWNS INC 1.0%
Value ($000) $2,949 Shares 37,405 Est. Cost $11.99 Unrealized 0.0%
MO ALTRIA GROUP INC 0.9%
Value ($000) $2,808 Shares 80,264 Est. Cost $16.28 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.9%
Value ($000) $2,777 Shares 38,082 Est. Cost $47.34 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $2,569 Shares 48,670 Est. Cost $36.24 Unrealized 0.0%
SYK STRYKER CORP 0.8%
Value ($000) $2,451 Shares 37,890 Est. Cost $56.92 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $2,339 Shares 19,761 Est. Cost $71.30 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.8%
Value ($000) $2,302 Shares 40,186 Est. Cost $44.38 Unrealized 0.0%
MCD MCDONALDS CORP 0.7%
Value ($000) $2,128 Shares 21,499 Est. Cost $71.80 Unrealized 0.0%
ABBV ABBVIE INC 0.7%
Value ($000) $2,076 Shares 50,213 Est. Cost $26.55 Unrealized 0.0%
T AT&T INC 0.6%
Value ($000) $1,805 Shares 50,996 Est. Cost $11.40 Unrealized 0.0%
ABT ABBOTT LABS 0.6%
Value ($000) $1,727 Shares 49,502 Est. Cost $28.85 Unrealized 0.0%
MMM 3M CO 0.6%
Value ($000) $1,667 Shares 15,244 Est. Cost $61.26 Unrealized 0.0%
USB US BANCORP DEL 0.5%
Value ($000) $1,596 Shares 44,159 Est. Cost $22.41 Unrealized 0.0%
VPL VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,545 Shares 27,674 Est. Cost $55.83 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,517 Shares 9 Est. Cost $165023.42 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,337 Shares 34,463 Est. Cost $38.80 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,247 Shares 16,103 Est. Cost $56.05 Unrealized 0.0%
TECHNE CORP 0.4%
Value ($000) $1,223 Shares 17,700 Est. Cost $69.10 Unrealized
DU PONT E I DE NEMOURS & CO 0.4%
Value ($000) $1,217 Shares 23,177 Est. Cost $52.51 Unrealized
SMG SCOTTS MIRACLE GRO CO 0.4%
Value ($000) $1,188 Shares 24,600 Est. Cost $29.98 Unrealized 0.0%
VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,166 Shares 23,172 Est. Cost $50.32 Unrealized
TFX TELEFLEX INC 0.4%
Value ($000) $1,160 Shares 14,975 Est. Cost $72.98 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $1,031 Shares 25,818 Est. Cost $31.19 Unrealized 0.0%
BF/A BROWN FORMAN CORP 0.3%
Value ($000) $1,025 Shares 15,150 Est. Cost $17.20 Unrealized 0.0%
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $811 Shares 16,844 Est. Cost $48.15 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $650 Shares 21,044 Est. Cost $29.32 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $641 Shares 14,345 Est. Cost $28.67 Unrealized 0.0%
MEAD JOHNSON NUTRITION CO 0.2%
Value ($000) $623 Shares 7,860 Est. Cost $79.26 Unrealized
AIRT AIR T INC 0.2%
Value ($000) $610 Shares 59,346 Est. Cost $6.38 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $560 Shares 12,657 Est. Cost $44.24 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $470 Shares 9,564 Est. Cost $42.21 Unrealized 0.0%
JCTC JEWETT CAMERON TRADING LTD 0.2%
Value ($000) $451 Shares 38,864 Est. Cost $5.05 Unrealized 0.0%
BB&T CORP 0.1%
Value ($000) $433 Shares 12,766 Est. Cost $33.92 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $425 Shares 6,175 Est. Cost $45.09 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $403 Shares 6,383 Est. Cost $56.11 Unrealized 0.0%
IJR ISHARES TR 0.1%
Value ($000) $401 Shares 4,440 Est. Cost $90.32 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $369 Shares 8,026 Est. Cost $32.92 Unrealized 0.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $368 Shares 5,304 Est. Cost $38.97 Unrealized 0.0%
BAKER MICHAEL CORP 0.1%
Value ($000) $328 Shares 12,099 Est. Cost $27.11 Unrealized
HOSPIRA INC 0.1%
Value ($000) $310 Shares 8,103 Est. Cost $38.26 Unrealized
MPAA MOTORCAR PTS AMER INC 0.1%
Value ($000) $307 Shares 33,531 Est. Cost $6.77 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $296 Shares 7,226 Est. Cost $32.16 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $286 Shares 3,998 Est. Cost $52.90 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $272 Shares 2,804 Est. Cost $63.06 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value ($000) $259 Shares 2,900 Est. Cost $65.69 Unrealized 0.0%
SUTRON CORP 0.1%
Value ($000) $248 Shares 43,513 Est. Cost $5.70 Unrealized
COVIDIEN PLC 0.1%
Value ($000) $239 Shares 3,803 Est. Cost $62.85 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $216 Shares 3,506 Est. Cost $61.61 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $214 Shares 2,300 Est. Cost $93.04 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $210 Shares 1,900 Est. Cost $86.56 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $204 Shares 6,650 Est. Cost $27.58 Unrealized 0.0%
CHUBB CORP 0.1%
Value ($000) $202 Shares 2,390 Est. Cost $84.52 Unrealized