The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 | 1,155,834 | 4,334 | SH | SOLE | 0 | 0 | 4,334 | ||
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 849,606 | 4,393 | SH | SOLE | 0 | 0 | 4,393 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 280,549 | 432 | SH | SOLE | 0 | 0 | 432 | ||
| AFLAC INC | COM | 001055102 | 201,125 | 1,770 | SH | SOLE | 0 | 0 | 1,770 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 209,969 | 1,240 | SH | SOLE | 0 | 0 | 1,240 | ||
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | 253,462 | 902 | SH | SOLE | 0 | 0 | 902 | ||
| ALLSTATE CORP | COM | 020002101 | 1,324,314 | 5,905 | SH | SOLE | 0 | 0 | 5,905 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,941,851 | 17,090 | SH | SOLE | 0 | 0 | 17,090 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 59,852,022 | 173,691 | SH | SOLE | 0 | 0 | 173,691 | ||
| ALTRIA GROUP INC | COM | 02209S103 | 317,661 | 4,634 | SH | SOLE | 0 | 0 | 4,634 | ||
| AMAZON COM INC | COM | 023135106 | 2,428,091 | 9,474 | SH | SOLE | 0 | 0 | 9,474 | ||
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 | 447,496 | 4,472 | SH | SOLE | 0 | 0 | 4,472 | ||
| AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | 242,545 | 2,043 | SH | SOLE | 0 | 0 | 2,043 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 274,095 | 900 | SH | SOLE | 0 | 0 | 900 | ||
| AMGEN INC | COM | 031162100 | 2,310,521 | 5,739 | SH | SOLE | 0 | 0 | 5,739 | ||
| AMPHENOL CORP | CL A | 032095101 | 26,368,358 | 297,544 | SH | SOLE | 0 | 0 | 297,544 | ||
| APPLE INC | COM | 037833100 | 39,878,801 | 119,530 | SH | SOLE | 0 | 0 | 119,530 | ||
| APPLIED MATLS INC | COM | 038222105 | 2,321,522 | 4,378 | SH | SOLE | 0 | 0 | 4,378 | ||
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 30,687,303 | 16,732 | SH | SOLE | 0 | 0 | 16,732 | ||
| AT&T INC | COM | 00206R102 | 228,249 | 9,343 | SH | SOLE | 0 | 0 | 9,343 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 1,189,803 | 4,535 | SH | SOLE | 0 | 0 | 4,535 | ||
| AUTOZONE INC | COM | 053332102 | 411,597 | 142 | SH | SOLE | 0 | 0 | 142 | ||
| BERKLEY W R CORP | COM | 084423102 | 19,098,435 | 274,206 | SH | SOLE | 0 | 0 | 274,206 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 3,790,830 | 5 | SH | SOLE | 0 | 0 | 5 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 29,124,945 | 57,612 | SH | SOLE | 0 | 0 | 57,612 | ||
| BLACKROCK INC | COM | 09290D101 | 365,923 | 339 | SH | SOLE | 0 | 0 | 339 | ||
| BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 | 667,973 | 10,478 | SH | SOLE | 0 | 0 | 10,478 | ||
| BROADCOM INC | COM | 11135F101 | 540,437 | 1,438 | SH | SOLE | 0 | 0 | 1,438 | ||
| BROWN FORMAN CORP | CL B | 115637209 | 1,080,967 | 41,023 | SH | SOLE | 0 | 0 | 41,023 | ||
| BROWN FORMAN CORP | CL A | 115637100 | 289,686 | 10,769 | SH | SOLE | 0 | 0 | 10,769 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 386,940 | 1,976 | SH | SOLE | 0 | 0 | 1,976 | ||
| CATERPILLAR INC | COM | 149123101 | 798,682 | 925 | SH | SOLE | 0 | 0 | 925 | ||
| CENCORA INC | COM | 03073E105 | 390,401 | 1,234 | SH | SOLE | 0 | 0 | 1,234 | ||
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | 24,437,287 | 252,451 | SH | SOLE | 0 | 0 | 252,451 | ||
| CHEVRON CORPORATION | COM | 166764100 | 1,177,186 | 5,671 | SH | SOLE | 0 | 0 | 5,671 | ||
| CHUBB LIMITED | COM | H1467J104 | 224,923 | 673 | SH | SOLE | 0 | 0 | 673 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 1,188,636 | 15,198 | SH | SOLE | 0 | 0 | 15,198 | ||
| CINCINNATI FINL CORP | COM | 172062101 | 483,532 | 2,965 | SH | SOLE | 0 | 0 | 2,965 | ||
| CISCO SYS INC | COM | 17275R102 | 220,902 | 1,873 | SH | SOLE | 0 | 0 | 1,873 | ||
| COCA COLA CO | COM | 191216100 | 1,419,823 | 16,477 | SH | SOLE | 0 | 0 | 16,477 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 570,092 | 6,534 | SH | SOLE | 0 | 0 | 6,534 | ||
| COMFORT SYS USA INC | COM | 199908104 | 636,286 | 350 | SH | SOLE | 0 | 0 | 350 | ||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 20,011,892 | 66,617 | SH | SOLE | 0 | 0 | 66,617 | ||
| CORNING INC | COM | 219350105 | 359,230 | 2,126 | SH | SOLE | 0 | 0 | 2,126 | ||
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 34,016,015 | 36,354 | SH | SOLE | 0 | 0 | 36,354 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 878,967 | 3,152 | SH | SOLE | 0 | 0 | 3,152 | ||
| DEERE & CO | COM | 244199105 | 796,816 | 1,167 | SH | SOLE | 0 | 0 | 1,167 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 289,870 | 505 | SH | SOLE | 0 | 0 | 505 | ||
| DISNEY WALT CO | COM | 254687106 | 687,437 | 6,608 | SH | SOLE | 0 | 0 | 6,608 | ||
| DOVER CORP | COM | 260003108 | 435,568 | 2,270 | SH | SOLE | 0 | 0 | 2,270 | ||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 397,639 | 3,438 | SH | SOLE | 0 | 0 | 3,438 | ||
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | 882,198 | 2,205 | SH | SOLE | 0 | 0 | 2,205 | ||
| ELI LILLY & CO | COM | 532457108 | 3,008,317 | 2,599 | SH | SOLE | 0 | 0 | 2,599 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 26,615,793 | 32,280 | SH | SOLE | 0 | 0 | 32,280 | ||
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | 3,299,362 | 20,059 | SH | SOLE | 0 | 0 | 20,059 | ||
| F N B CORP | COM | 302520101 | 318,307 | 18,421 | SH | SOLE | 0 | 0 | 18,421 | ||
| FASTENAL CO | COM | 311900104 | 303,285 | 5,969 | SH | SOLE | 0 | 0 | 5,969 | ||
| FERRARI N V | COM | N3167Y103 | 24,154,466 | 62,495 | SH | SOLE | 0 | 0 | 62,495 | ||
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | 462,445 | 1,492 | SH | SOLE | 0 | 0 | 1,492 | ||
| FIRST CAP INC | COM | 31942S104 | 346,971 | 5,372 | SH | SOLE | 0 | 0 | 5,372 | ||
| FIRST SOLAR INC | COM | 336433107 | 1,087,790 | 6,050 | SH | SOLE | 0 | 0 | 6,050 | ||
| FORTINET INC | COM | 34959E109 | 26,583,844 | 138,986 | SH | SOLE | 0 | 0 | 138,986 | ||
| GARMIN LTD | SHS | H2906T109 | 21,504,376 | 77,019 | SH | SOLE | 0 | 0 | 77,019 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 589,767 | 1,780 | SH | SOLE | 0 | 0 | 1,780 | ||
| GENUINE PARTS CO | COM | 372460105 | 332,207 | 2,608 | SH | SOLE | 0 | 0 | 2,608 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 256,593 | 286 | SH | SOLE | 0 | 0 | 286 | ||
| HANCOCK WHITNEY CORPORATION | COM | 410120109 | 250,884 | 3,450 | SH | SOLE | 0 | 0 | 3,450 | ||
| HOME DEPOT INC | COM | 437076102 | 222,185 | 775 | SH | SOLE | 0 | 0 | 775 | ||
| HONEYWELL AEROSPACE INC | COM | 43849R105 | 254,342 | 1,616 | SH | SOLE | 0 | 0 | 1,616 | ||
| HONEYWELL INTL INC | COM | 438516205 | 343,998 | 1,616 | SH | SOLE | 0 | 0 | 1,616 | ||
| HOULIHAN LOKEY INC | CL A | 441593100 | 23,033,559 | 180,034 | SH | SOLE | 0 | 0 | 180,034 | ||
| HUMANA INC | COM | 444859102 | 774,059 | 1,915 | SH | SOLE | 0 | 0 | 1,915 | ||
| ILLINOIS TOOL WKS INC | COM | 452308109 | 1,217,357 | 4,557 | SH | SOLE | 0 | 0 | 4,557 | ||
| INTEL CORP | COM | 458140100 | 241,088 | 2,143 | SH | SOLE | 0 | 0 | 2,143 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 209,783 | 948 | SH | SOLE | 0 | 0 | 948 | ||
| INTUIT | COM | 461202103 | 264,050 | 911 | SH | SOLE | 0 | 0 | 911 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 768,016 | 1,011 | SH | SOLE | 0 | 0 | 1,011 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,282,967 | 1,639 | SH | SOLE | 0 | 0 | 1,639 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 6,228,861 | 24,448 | SH | SOLE | 0 | 0 | 24,448 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 28,448,613 | 85,875 | SH | SOLE | 0 | 0 | 85,875 | ||
| KROGER CO | COM | 501044101 | 1,033,623 | 17,696 | SH | SOLE | 0 | 0 | 17,696 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 416,768 | 817 | SH | SOLE | 0 | 0 | 817 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 703,692 | 1,242 | SH | SOLE | 0 | 0 | 1,242 | ||
| MCDONALDS CORP | COM | 580135101 | 1,286,378 | 5,534 | SH | SOLE | 0 | 0 | 5,534 | ||
| MCKESSON CORP | COM | 58155Q103 | 31,478,465 | 34,154 | SH | SOLE | 0 | 0 | 34,154 | ||
| MEDPACE HLDGS INC | COM | 58506Q109 | 260,453 | 432 | SH | SOLE | 0 | 0 | 432 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 246,203 | 2,827 | SH | SOLE | 0 | 0 | 2,827 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 720,900 | 388 | SH | SOLE | 0 | 0 | 388 | ||
| MERCK & CO INC | COM | 58933Y105 | 1,077,325 | 7,590 | SH | SOLE | 0 | 0 | 7,590 | ||
| META PLATFORMS INC | CL A | 30303M102 | 492,094 | 666 | SH | SOLE | 0 | 0 | 666 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 204,775 | 2,520 | SH | SOLE | 0 | 0 | 2,520 | ||
| MICROSOFT CORP | COM | 594918104 | 54,465,293 | 102,901 | SH | SOLE | 0 | 0 | 102,901 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 273,596 | 4,589 | SH | SOLE | 0 | 0 | 4,589 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 948,223 | 4,964 | SH | SOLE | 0 | 0 | 4,964 | ||
| MUELLER INDS INC | COM | 624756102 | 29,586,113 | 468,654 | SH | SOLE | 0 | 0 | 468,654 | ||
| NETFLIX INC. | COM | 64110L106 | 338,642 | 4,930 | SH | SOLE | 0 | 0 | 4,930 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 594,380 | 7,632 | SH | SOLE | 0 | 0 | 7,632 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 54,420,733 | 227,473 | SH | SOLE | 0 | 0 | 227,473 | ||
| OLD NATL BANCORP IND | COM | 680033107 | 306,433 | 12,309 | SH | SOLE | 0 | 0 | 12,309 | ||
| ONTO INNOVATION INC | COM | 683344105 | 385,863 | 1,230 | SH | SOLE | 0 | 0 | 1,230 | ||
| ORACLE CORP | COM | 68389X105 | 207,455 | 1,433 | SH | SOLE | 0 | 0 | 1,433 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 805,850 | 9,465 | SH | SOLE | 0 | 0 | 9,465 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 236,438 | 1,231 | SH | SOLE | 0 | 0 | 1,231 | ||
| PEPSICO INC | COM | 713448108 | 309,624 | 2,463 | SH | SOLE | 0 | 0 | 2,463 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 571,200 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
| PHILLIPS 66 | COM | 718546104 | 294,611 | 1,092 | SH | SOLE | 0 | 0 | 1,092 | ||
| PNC FINL SVCS GROUP INC | COM | 693475105 | 2,295,277 | 10,425 | SH | SOLE | 0 | 0 | 10,425 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 1,128,276 | 7,602 | SH | SOLE | 0 | 0 | 7,602 | ||
| REPUBLIC BANCORP INC KY | CL A | 760281204 | 284,068 | 3,045 | SH | SOLE | 0 | 0 | 3,045 | ||
| ROYAL GOLD INC | COM | 780287108 | 19,864,302 | 84,763 | SH | SOLE | 0 | 0 | 84,763 | ||
| S&P GLOBAL INC | COM | 78409V104 | 23,580,841 | 59,528 | SH | SOLE | 0 | 0 | 59,528 | ||
| SALESFORCE INC | COM | 79466L302 | 24,770,123 | 110,094 | SH | SOLE | 0 | 0 | 110,094 | ||
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 305,422 | 11,066 | SH | SOLE | 0 | 0 | 11,066 | ||
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 712,158 | 19,284 | SH | SOLE | 0 | 0 | 19,284 | ||
| SHELL PLC | SPON ADS | 780259305 | 239,169 | 2,450 | SH | SOLE | 0 | 0 | 2,450 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 723,536 | 4,400 | SH | SOLE | 0 | 0 | 4,400 | ||
| SHORE BANCSHARES INC | COM | 825107105 | 220,921 | 9,754 | SH | SOLE | 0 | 0 | 9,754 | ||
| SOUTHERN CO | COM | 842587107 | 223,853 | 2,620 | SH | SOLE | 0 | 0 | 2,620 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 629,216 | 1,646 | SH | SOLE | 0 | 0 | 1,646 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 1,262,192 | 1,620 | SH | SOLE | 0 | 0 | 1,620 | ||
| STOCK YDS BANCORP INC | COM | 861025104 | 4,658,727 | 60,448 | SH | SOLE | 0 | 0 | 60,448 | ||
| STRYKER CORPORATION | COM | 863667101 | 705,237 | 2,535 | SH | SOLE | 0 | 0 | 2,535 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 27,998,856 | 58,053 | SH | SOLE | 0 | 0 | 58,053 | ||
| TECHNIPFMC PLC | COM | G87110105 | 20,122,285 | 287,914 | SH | SOLE | 0 | 0 | 287,914 | ||
| TESLA INC | COM | 88160R101 | 220,033 | 578 | SH | SOLE | 0 | 0 | 578 | ||
| TEXAS INSTRS INC | COM | 882508104 | 640,566 | 2,155 | SH | SOLE | 0 | 0 | 2,155 | ||
| TEXAS ROADHOUSE INC | COM | 882681109 | 2,368,003 | 14,477 | SH | SOLE | 0 | 0 | 14,477 | ||
| TJX COS INC NEW | COM | 872540109 | 29,260,435 | 213,533 | SH | SOLE | 0 | 0 | 213,533 | ||
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | 15,501,251 | 87,846 | SH | SOLE | 0 | 0 | 87,846 | ||
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 2,554,013 | 5,361 | SH | SOLE | 0 | 0 | 5,361 | ||
| TRUSTMARK CORP | COM | 898402102 | 1,213,984 | 26,864 | SH | SOLE | 0 | 0 | 26,864 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 20,161,600 | 291,859 | SH | SOLE | 0 | 0 | 291,859 | ||
| UNITED CMNTY BKS BLAIRSVLE G | COM | 90984P303 | 288,171 | 8,546 | SH | SOLE | 0 | 0 | 8,546 | ||
| UNITED PARCEL SVCS INC | CL B | 911312106 | 302,142 | 3,245 | SH | SOLE | 0 | 0 | 3,245 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 932,521 | 2,478 | SH | SOLE | 0 | 0 | 2,478 | ||
| US BANCORP | COM NEW | 902973304 | 385,905 | 6,736 | SH | SOLE | 0 | 0 | 6,736 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 215,576 | 301 | SH | SOLE | 0 | 0 | 301 | ||
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | 558,914 | 2,552 | SH | SOLE | 0 | 0 | 2,552 | ||
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | 247,799 | 3,060 | SH | SOLE | 0 | 0 | 3,060 | ||
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | 348,685 | 1,482 | SH | SOLE | 0 | 0 | 1,482 | ||
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | 861,480 | 2,252 | SH | SOLE | 0 | 0 | 2,252 | ||
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | 214,554 | 2,316 | SH | SOLE | 0 | 0 | 2,316 | ||
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | 438,700 | 1,220 | SH | SOLE | 0 | 0 | 1,220 | ||
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 332,810 | 3,971 | SH | SOLE | 0 | 0 | 3,971 | ||
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 1,048,640 | 6,525 | SH | SOLE | 0 | 0 | 6,525 | ||
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 16,047,349 | 31,947 | SH | SOLE | 0 | 0 | 31,947 | ||
| VISA INC | COM CL A | 92826C839 | 41,091,869 | 110,867 | SH | SOLE | 0 | 0 | 110,867 | ||
| WALMART INC | COM | 931142103 | 534,178 | 4,983 | SH | SOLE | 0 | 0 | 4,983 | ||
| WATERS CORP | COM | 941848103 | 255,748 | 586 | SH | SOLE | 0 | 0 | 586 | ||
| WOODWARD INC | COM | 980745103 | 341,207 | 1,026 | SH | SOLE | 0 | 0 | 1,026 | ||
| WP CAREY INC | COM | 92936U109 | 269,226 | 4,206 | SH | SOLE | 0 | 0 | 4,206 | ||
| WW GRAINGER INC | COM | 384802104 | 26,861,473 | 21,059 | SH | SOLE | 0 | 0 | 21,059 | ||