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Portfolio (Quarterly) Guide ↗

PARTHENON LLC

· CIK 0001088859
13F Portfolio $962M AUM 133 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 10 New 9 Added 61 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 USMV ISHARES TR 6,174 $581K 0.06% SOLD
2 AMGN AMGEN INC Healthcare 1,177 $385K 0.04% SOLD
3 TSCO TRACTOR SUPPLY CO Consumer Cyclical 6,625 $331K 0.04% SOLD
4 WSBC WESBANCO INC Financial Services 7,960 $265K 0.03% SOLD
5 HON HONEYWELL INTL INC Industrials 1,251 $244K 0.03% SOLD
6 EXPE EXPEDIA GROUP INC Consumer Cyclical 790 $224K 0.02% SOLD
7 CMCSA COMCAST CORP NEW Communication Services 7,370 $220K 0.02% SOLD
8 SCHX SCHWAB STRATEGIC TR 7,758 $209K 0.02% SOLD
Sector Allocation
Technology 27.5%
Communication Services 16.8%
Healthcare 14.2%
Industrials 12.2%
Consumer Defensive 11.4%
Financial Services 7.5%
Consumer Cyclical 6.5%
Energy 3.1%
Utilities 0.6%
Basic Materials 0.2%