PARTHENON LLC Diversified Active

CIK: 0001088859 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 23, 2014

Total Value ($000): $346,197 (100.0% shares, 0.0% debt)

Holdings (97)

BRK/B BERKSHIRE HATHAWAY INC DEL 7.0%
Value ($000) $24,347 Shares 176,252 Est. Cost $110.02 Unrealized +21.1%
EXXON MOBIL CORP 6.0%
Value ($000) $20,881 Shares 222,023 Est. Cost $90.39 Unrealized
MSFT MICROSOFT CORP 5.7%
Value ($000) $19,780 Shares 426,659 Est. Cost $26.70 Unrealized +41.0%
JNJ JOHNSON & JOHNSON 5.2%
Value ($000) $18,116 Shares 169,963 Est. Cost $59.66 Unrealized +26.7%
PG PROCTER & GAMBLE CO 5.1%
Value ($000) $17,810 Shares 212,688 Est. Cost $55.06 Unrealized +8.5%
PAYX PAYCHEX INC 4.1%
Value ($000) $14,320 Shares 323,985 Est. Cost $25.13 Unrealized +18.4%
GENERAL ELECTRIC CO 3.4%
Value ($000) $11,821 Shares 461,385 Est. Cost $23.26 Unrealized
CVS CVS HEALTH CORP 3.4%
Value ($000) $11,758 Shares 147,730 Est. Cost $41.44 Unrealized +38.7%
MRK MERCK & CO INC NEW 3.0%
Value ($000) $10,513 Shares 177,348 Est. Cost $30.02 Unrealized +31.2%
PEP PEPSICO INC 2.7%
Value ($000) $9,375 Shares 100,711 Est. Cost $56.00 Unrealized +15.9%
MDLZ MONDELEZ INTL INC 2.3%
Value ($000) $8,128 Shares 237,211 Est. Cost $23.16 Unrealized +22.3%
DOV DOVER CORP 2.3%
Value ($000) $7,828 Shares 97,442 Est. Cost $40.24 Unrealized +42.7%
WMT WAL-MART STORES INC 2.3%
Value ($000) $7,816 Shares 102,208 Est. Cost $19.98 Unrealized +1.6%
IBM INTERNATIONAL BUSINESS MACHS 2.2%
Value ($000) $7,655 Shares 40,326 Est. Cost $118.94 Unrealized -3.9%
WALGREEN CO 1.9%
Value ($000) $6,494 Shares 109,574 Est. Cost $48.67 Unrealized
MEDTRONIC INC 1.7%
Value ($000) $6,013 Shares 97,055 Est. Cost $51.47 Unrealized
FAST FASTENAL CO 1.7%
Value ($000) $5,973 Shares 133,020 Est. Cost $8.84 Unrealized -4.3%
GLW CORNING INC 1.7%
Value ($000) $5,837 Shares 301,790 Est. Cost $10.49 Unrealized +47.5%
LSTR LANDSTAR SYS INC 1.6%
Value ($000) $5,687 Shares 78,775 Est. Cost $51.58 Unrealized
WAT WATERS CORP 1.6%
Value ($000) $5,646 Shares 56,966 Est. Cost $95.86 Unrealized +7.5%
KRAFT FOODS GROUP INC 1.5%
Value ($000) $5,140 Shares 91,127 Est. Cost $55.87 Unrealized
BF/B BROWN FORMAN CORP 1.4%
Value ($000) $4,865 Shares 53,924 Est. Cost $22.68 Unrealized +33.0%
PFE PFIZER INC 1.4%
Value ($000) $4,768 Shares 161,229 Est. Cost $16.46 Unrealized +6.0%
PM PHILIP MORRIS INTL INC 1.4%
Value ($000) $4,698 Shares 56,326 Est. Cost $49.85 Unrealized -3.9%
CSCO CISCO SYS INC 1.3%
Value ($000) $4,519 Shares 179,535 Est. Cost $15.29 Unrealized +15.8%
KO COCA COLA CO 1.3%
Value ($000) $4,464 Shares 104,648 Est. Cost $27.87 Unrealized +3.5%
SJM SMUCKER J M CO 1.1%
Value ($000) $3,891 Shares 39,304 Est. Cost $70.85 Unrealized +3.7%
MO ALTRIA GROUP INC 1.1%
Value ($000) $3,654 Shares 79,545 Est. Cost $16.28 Unrealized +27.0%
GOOGLE INC 1.0%
Value ($000) $3,616 Shares 6,145 Est. Cost $870.75 Unrealized
WKC WORLD FUEL SVCS CORP 1.0%
Value ($000) $3,596 Shares 90,075 Est. Cost $40.34 Unrealized +10.9%
GOOGLE INC 1.0%
Value ($000) $3,575 Shares 6,192 Est. Cost $575.23 Unrealized
WU WESTERN UN CO 1.0%
Value ($000) $3,536 Shares 220,465 Est. Cost $17.13 Unrealized
PNC PNC FINL SVCS GROUP INC 0.9%
Value ($000) $3,225 Shares 37,680 Est. Cost $47.39 Unrealized +26.3%
SYK STRYKER CORP 0.9%
Value ($000) $3,219 Shares 39,865 Est. Cost $57.66 Unrealized +24.8%
CHDN CHURCHILL DOWNS INC 0.9%
Value ($000) $3,140 Shares 32,205 Est. Cost $11.99 Unrealized +20.3%
ABBV ABBVIE INC 0.9%
Value ($000) $3,032 Shares 52,491 Est. Cost $26.68 Unrealized +31.8%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $3,024 Shares 50,200 Est. Cost $36.56 Unrealized +18.0%
CL COLGATE PALMOLIVE CO 0.7%
Value ($000) $2,440 Shares 37,414 Est. Cost $44.60 Unrealized +13.6%
COACH INC 0.7%
Value ($000) $2,319 Shares 65,125 Est. Cost $56.82 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,220 Shares 18,604 Est. Cost $71.43 Unrealized +9.9%
VPL VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $2,210 Shares 37,274 Est. Cost $57.07 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $2,169 Shares 23,643 Est. Cost $57.64 Unrealized +14.0%
ABT ABBOTT LABS 0.6%
Value ($000) $2,157 Shares 51,867 Est. Cost $28.89 Unrealized +18.1%
MMM 3M CO 0.6%
Value ($000) $2,086 Shares 14,721 Est. Cost $83.50 Unrealized 0.0%
T AT&T INC 0.6%
Value ($000) $2,024 Shares 57,440 Est. Cost $11.46 Unrealized +3.8%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $2,012 Shares 48,235 Est. Cost $39.64 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $1,955 Shares 20,624 Est. Cost $71.78 Unrealized -0.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,862 Shares 9 Est. Cost $165023.42 Unrealized +21.1%
USB US BANCORP DEL 0.5%
Value ($000) $1,860 Shares 44,468 Est. Cost $22.45 Unrealized +26.6%
SMG SCOTTS MIRACLE GRO CO 0.5%
Value ($000) $1,568 Shares 28,500 Est. Cost $31.13 Unrealized +22.3%
DU PONT E I DE NEMOURS & CO 0.4%
Value ($000) $1,512 Shares 21,077 Est. Cost $52.51 Unrealized
ESCA ESCALADE INC 0.4%
Value ($000) $1,502 Shares 124,504 Est. Cost $5.01 Unrealized +88.7%
CABELAS INC 0.4%
Value ($000) $1,502 Shares 25,500 Est. Cost $58.90 Unrealized
TFX TELEFLEX INC 0.4%
Value ($000) $1,405 Shares 13,375 Est. Cost $72.98 Unrealized +36.3%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $1,351 Shares 25,818 Est. Cost $31.19 Unrealized +37.0%
BF/A BROWN FORMAN CORP 0.4%
Value ($000) $1,324 Shares 14,850 Est. Cost $17.20 Unrealized +29.6%
KN KNOWLES CORP 0.4%
Value ($000) $1,245 Shares 46,976 Est. Cost $30.49 Unrealized +0.1%
TECHNE CORP 0.3%
Value ($000) $1,204 Shares 12,871 Est. Cost $69.10 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,168 Shares 21,144 Est. Cost $50.52 Unrealized
VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $941 Shares 18,815 Est. Cost $50.31 Unrealized
AIRT AIR T INC 0.2%
Value ($000) $804 Shares 61,746 Est. Cost $6.41 Unrealized +25.2%
AAPL APPLE INC 0.2%
Value ($000) $765 Shares 7,590 Est. Cost $19.18 Unrealized +12.7%
ZTS ZOETIS INC 0.2%
Value ($000) $760 Shares 20,557 Est. Cost $29.32 Unrealized +6.9%
JCTC JEWETT CAMERON TRADING LTD 0.2%
Value ($000) $730 Shares 72,831 Est. Cost $5.17 Unrealized -4.2%
MEAD JOHNSON NUTRITION CO 0.2%
Value ($000) $730 Shares 7,588 Est. Cost $79.26 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $685 Shares 13,920 Est. Cost $44.69 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $627 Shares 9,664 Est. Cost $42.15 Unrealized +21.9%
IJR ISHARES TR 0.2%
Value ($000) $625 Shares 5,990 Est. Cost $95.44 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $538 Shares 10,515 Est. Cost $28.67 Unrealized +19.4%
DIS DISNEY WALT CO 0.2%
Value ($000) $524 Shares 5,883 Est. Cost $56.11 Unrealized +41.3%
BB&T CORP 0.1%
Value ($000) $503 Shares 13,516 Est. Cost $34.10 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $462 Shares 4,378 Est. Cost $99.20 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $430 Shares 4,224 Est. Cost $54.09 Unrealized +47.0%
HOSPIRA INC 0.1%
Value ($000) $426 Shares 8,196 Est. Cost $38.29 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $421 Shares 5,065 Est. Cost $45.17 Unrealized +24.6%
MPAA MOTORCAR PTS AMER INC 0.1%
Value ($000) $361 Shares 13,263 Est. Cost $8.38 Unrealized +217.8%
YUM YUM BRANDS INC 0.1%
Value ($000) $357 Shares 4,954 Est. Cost $39.49 Unrealized +8.7%
COVIDIEN PLC 0.1%
Value ($000) $333 Shares 3,852 Est. Cost $62.82 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $329 Shares 6,996 Est. Cost $32.92 Unrealized +4.8%
LOW LOWES COS INC 0.1%
Value ($000) $324 Shares 6,117 Est. Cost $33.63 Unrealized +22.5%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $323 Shares 3,004 Est. Cost $63.64 Unrealized +11.3%
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $280 Shares 3,964 Est. Cost $63.13 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $262 Shares 1,865 Est. Cost $76.98 Unrealized +22.8%
FUEL SYS SOLUTIONS INC 0.1%
Value ($000) $249 Shares 28,000 Est. Cost $11.14 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $245 Shares 7,025 Est. Cost $25.75 Unrealized 0.0%
SUTRON CORP 0.1%
Value ($000) $245 Shares 48,134 Est. Cost $5.64 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $241 Shares 6,291 Est. Cost $27.58 Unrealized +24.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $238 Shares 1,900 Est. Cost $86.56 Unrealized +12.2%
SPDR S&P 500 ETF TR 0.1%
Value ($000) $215 Shares 1,090 Est. Cost $184.40 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $208 Shares 3,285 Est. Cost $52.10 Unrealized +0.1%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $207 Shares 3,841 Est. Cost $21.17 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $202 Shares 2,646 Est. Cost $56.68 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value ($000) $200 Shares 2,100 Est. Cost $72.20 Unrealized -2.2%
FRD FRIEDMAN INDS INC 0.1%
Value ($000) $175 Shares 22,002 Est. Cost $7.38 Unrealized +0.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $161 Shares 13,620 Est. Cost $13.00 Unrealized -3.2%
SYNERGY RES CORP 0.0%
Value ($000) $122 Shares 10,000 Est. Cost $13.30 Unrealized
SERVOTRONICS INC 0.0%
Value ($000) $94 Shares 12,219 Est. Cost $7.69 Unrealized