PARTHENON LLC Diversified Active

CIK: 0001088859 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 17, 2013

Total Value ($000): $301,871 (100.0% shares, 0.0% debt)

Holdings (90)

BRK/B BERKSHIRE HATHAWAY INC DEL 6.8%
Value ($000) $20,385 Shares 179,592 Est. Cost $110.02 Unrealized +4.9%
EXXON MOBIL CORP 6.5%
Value ($000) $19,539 Shares 227,092 Est. Cost $90.35 Unrealized
PG PROCTER & GAMBLE CO 5.4%
Value ($000) $16,290 Shares 215,501 Est. Cost $55.00 Unrealized +2.2%
JNJ JOHNSON & JOHNSON 5.0%
Value ($000) $15,205 Shares 175,396 Est. Cost $59.66 Unrealized +6.5%
MSFT MICROSOFT CORP 4.8%
Value ($000) $14,355 Shares 431,329 Est. Cost $26.70 Unrealized +1.1%
PAYX PAYCHEX INC 4.3%
Value ($000) $12,886 Shares 317,070 Est. Cost $25.02 Unrealized +8.0%
GENERAL ELECTRIC CO 3.5%
Value ($000) $10,658 Shares 446,126 Est. Cost $23.19 Unrealized
DOV DOVER CORP 2.9%
Value ($000) $8,737 Shares 97,262 Est. Cost $39.99 Unrealized +15.6%
MRK MERCK & CO INC NEW 2.8%
Value ($000) $8,568 Shares 179,973 Est. Cost $30.02 Unrealized +3.2%
CVS CVS CAREMARK CORPORATION 2.8%
Value ($000) $8,473 Shares 149,305 Est. Cost $41.44 Unrealized +3.2%
PEP PEPSICO INC 2.8%
Value ($000) $8,391 Shares 105,546 Est. Cost $56.00 Unrealized +1.4%
MDLZ MONDELEZ INTL INC 2.5%
Value ($000) $7,692 Shares 244,811 Est. Cost $23.16 Unrealized +2.4%
WMT WAL-MART STORES INC 2.5%
Value ($000) $7,657 Shares 103,532 Est. Cost $19.98 Unrealized -1.0%
IBM INTERNATIONAL BUSINESS MACHS 2.5%
Value ($000) $7,468 Shares 40,326 Est. Cost $118.94 Unrealized -6.2%
FAST FASTENAL CO 2.2%
Value ($000) $6,630 Shares 131,880 Est. Cost $8.84 Unrealized -2.8%
WAT WATERS CORP 2.0%
Value ($000) $6,126 Shares 57,682 Est. Cost $95.76 Unrealized +7.1%
MEDTRONIC INC 1.7%
Value ($000) $5,248 Shares 98,555 Est. Cost $51.47 Unrealized
GOOGLE INC 1.7%
Value ($000) $5,189 Shares 5,924 Est. Cost $880.39 Unrealized
PM PHILIP MORRIS INTL INC 1.7%
Value ($000) $4,981 Shares 57,526 Est. Cost $49.85 Unrealized -5.0%
KRAFT FOODS GROUP INC 1.6%
Value ($000) $4,847 Shares 92,350 Est. Cost $55.87 Unrealized
PFE PFIZER INC 1.5%
Value ($000) $4,645 Shares 161,714 Est. Cost $16.46 Unrealized -0.6%
WALGREEN CO 1.5%
Value ($000) $4,482 Shares 83,301 Est. Cost $44.20 Unrealized
LSTR LANDSTAR SYS INC 1.5%
Value ($000) $4,480 Shares 80,025 Est. Cost $51.50 Unrealized
WU WESTERN UN CO 1.5%
Value ($000) $4,478 Shares 239,985 Est. Cost $17.13 Unrealized
GLW CORNING INC 1.4%
Value ($000) $4,360 Shares 298,840 Est. Cost $10.49 Unrealized +2.4%
KO COCA COLA CO 1.4%
Value ($000) $4,226 Shares 111,574 Est. Cost $27.85 Unrealized -3.9%
CSCO CISCO SYS INC 1.4%
Value ($000) $4,193 Shares 178,935 Est. Cost $15.26 Unrealized +11.0%
SJM SMUCKER J M CO 1.4%
Value ($000) $4,085 Shares 38,888 Est. Cost $70.84 Unrealized +6.9%
BF/B BROWN FORMAN CORP 1.3%
Value ($000) $4,054 Shares 59,509 Est. Cost $22.68 Unrealized +0.6%
COACH INC 1.1%
Value ($000) $3,377 Shares 61,925 Est. Cost $57.08 Unrealized
CHDN CHURCHILL DOWNS INC 1.0%
Value ($000) $3,003 Shares 34,705 Est. Cost $11.99 Unrealized +7.4%
WKC WORLD FUEL SVCS CORP 1.0%
Value ($000) $2,928 Shares 78,475 Est. Cost $39.76 Unrealized -3.1%
PNC PNC FINL SVCS GROUP INC 0.9%
Value ($000) $2,793 Shares 38,547 Est. Cost $47.39 Unrealized +8.3%
MO ALTRIA GROUP INC 0.9%
Value ($000) $2,759 Shares 80,322 Est. Cost $16.28 Unrealized -0.7%
SYK STRYKER CORP 0.8%
Value ($000) $2,561 Shares 37,890 Est. Cost $56.92 Unrealized +4.4%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $2,516 Shares 48,670 Est. Cost $36.24 Unrealized +6.3%
ABBV ABBVIE INC 0.8%
Value ($000) $2,317 Shares 51,791 Est. Cost $26.57 Unrealized +2.2%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $2,311 Shares 19,019 Est. Cost $71.30 Unrealized +2.5%
CL COLGATE PALMOLIVE CO 0.8%
Value ($000) $2,270 Shares 38,286 Est. Cost $44.38 Unrealized +0.4%
MCD MCDONALDS CORP 0.7%
Value ($000) $2,044 Shares 21,249 Est. Cost $71.80 Unrealized -1.7%
MMM 3M CO 0.6%
Value ($000) $1,820 Shares 15,244 Est. Cost $61.26 Unrealized +7.7%
VPL VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $1,790 Shares 29,474 Est. Cost $56.13 Unrealized
ABT ABBOTT LABS 0.6%
Value ($000) $1,689 Shares 50,880 Est. Cost $28.81 Unrealized -3.8%
T AT&T INC 0.6%
Value ($000) $1,671 Shares 49,407 Est. Cost $11.40 Unrealized -3.9%
USB US BANCORP DEL 0.5%
Value ($000) $1,646 Shares 45,002 Est. Cost $22.45 Unrealized +8.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,534 Shares 9 Est. Cost $165023.42 Unrealized +4.8%
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,513 Shares 37,693 Est. Cost $38.91 Unrealized
TECHNE CORP 0.5%
Value ($000) $1,417 Shares 17,700 Est. Cost $69.10 Unrealized
SMG SCOTTS MIRACLE GRO CO 0.4%
Value ($000) $1,354 Shares 24,600 Est. Cost $29.98 Unrealized +13.9%
DU PONT E I DE NEMOURS & CO 0.4%
Value ($000) $1,275 Shares 21,777 Est. Cost $52.51 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,183 Shares 15,603 Est. Cost $56.05 Unrealized +3.2%
TFX TELEFLEX INC 0.4%
Value ($000) $1,158 Shares 14,075 Est. Cost $72.98 Unrealized -1.6%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $1,124 Shares 25,818 Est. Cost $31.19 Unrealized +8.1%
BF/A BROWN FORMAN CORP 0.3%
Value ($000) $983 Shares 14,850 Est. Cost $17.20 Unrealized -1.2%
VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $982 Shares 21,041 Est. Cost $50.32 Unrealized
MPAA MOTORCAR PTS AMER INC 0.3%
Value ($000) $982 Shares 77,511 Est. Cost $8.38 Unrealized +14.7%
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $918 Shares 16,844 Est. Cost $48.15 Unrealized
ESCA ESCALADE INC 0.3%
Value ($000) $826 Shares 95,889 Est. Cost $4.50 Unrealized 0.0%
AIRT AIR T INC 0.2%
Value ($000) $679 Shares 60,346 Est. Cost $6.39 Unrealized +10.0%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $654 Shares 13,459 Est. Cost $44.50 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $649 Shares 20,865 Est. Cost $29.32 Unrealized -5.2%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $647 Shares 13,976 Est. Cost $28.67 Unrealized +1.9%
MEAD JOHNSON NUTRITION CO 0.2%
Value ($000) $563 Shares 7,588 Est. Cost $79.26 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $507 Shares 10,064 Est. Cost $42.15 Unrealized -2.8%
IJR ISHARES 0.1%
Value ($000) $443 Shares 4,440 Est. Cost $90.32 Unrealized
BB&T CORP 0.1%
Value ($000) $431 Shares 12,766 Est. Cost $33.92 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $411 Shares 5,675 Est. Cost $45.09 Unrealized +7.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $404 Shares 6,258 Est. Cost $56.11 Unrealized +1.5%
YUM YUM BRANDS INC 0.1%
Value ($000) $379 Shares 5,304 Est. Cost $38.97 Unrealized +5.2%
AAPL APPLE INC 0.1%
Value ($000) $368 Shares 771 Est. Cost $14.28 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $353 Shares 3,998 Est. Cost $52.90 Unrealized +11.5%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $350 Shares 7,426 Est. Cost $32.92 Unrealized +1.0%
LOW LOWES COS INC 0.1%
Value ($000) $330 Shares 6,926 Est. Cost $32.16 Unrealized +13.2%
JCTC JEWETT CAMERON TRADING LTD 0.1%
Value ($000) $324 Shares 28,764 Est. Cost $5.05 Unrealized +24.5%
HOSPIRA INC 0.1%
Value ($000) $318 Shares 8,103 Est. Cost $38.26 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $264 Shares 2,804 Est. Cost $63.06 Unrealized -3.1%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $248 Shares 2,300 Est. Cost $93.04 Unrealized
COVIDIEN PLC 0.1%
Value ($000) $235 Shares 3,852 Est. Cost $62.82 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $221 Shares 6,650 Est. Cost $27.58 Unrealized -1.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $219 Shares 1,900 Est. Cost $86.56 Unrealized +5.9%
SUTRON CORP 0.1%
Value ($000) $218 Shares 43,513 Est. Cost $5.70 Unrealized
CHUBB CORP 0.1%
Value ($000) $213 Shares 2,390 Est. Cost $84.52 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $209 Shares 1,865 Est. Cost $76.98 Unrealized 0.0%
STR HLDGS INC 0.1%
Value ($000) $205 Shares 91,826 Est. Cost $2.23 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $204 Shares 3,296 Est. Cost $61.61 Unrealized
DEO DIAGEO P L C 0.1%
Value ($000) $203 Shares 1,600 Est. Cost $126.88 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $201 Shares 2,980 Est. Cost $46.56 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $160 Shares 13,620 Est. Cost $10.82 Unrealized 0.0%
SYNERGY RES CORP 0.0%
Value ($000) $98 Shares 10,000 Est. Cost $9.80 Unrealized
IMAGE SENSING SYS INC 0.0%
Value ($000) $91 Shares 12,870 Est. Cost $7.07 Unrealized