Disclosed positions
| ALPHABET INC-CL C | GOOG | Common Stock | $900,183,788 | 2,547,714 | SH | None |
| MICROSOFT CORP | MSFT | Common Stock | $834,320,237 | 2,236,664 | SH | None |
| APPLE INC | AAPL | Common Stock | $737,664,063 | 2,549,295 | SH | None |
| CINTAS CORP | CTAS | Common Stock | $723,262,989 | 4,252,487 | SH | None |
| NVIDIA CORP | NVDA | Common Stock | $553,172,416 | 2,764,618 | SH | None |
| AMAZON.COM INC | AMZN | Common Stock | $542,131,024 | 2,274,612 | SH | None |
| META PLATFORMS INC-CLASS A | META | Common Stock | $524,403,838 | 930,966 | SH | None |
| ISHARES CORE S&P 500 ETF | IVV | Mutual Fund | $409,935,646 | 547,391 | SH | None |
| BANK OF AMERICA CORP | BAC | Common Stock | $327,530,936 | 5,748,174 | SH | None |
| APPLIED MATERIALS INC | AMAT | Common Stock | $321,941,778 | 445,286 | SH | None |
| FIFTH THIRD BANCORP | FITB | Common Stock | $316,500,045 | 5,614,689 | SH | None |
| TAIWAN SEMICONDUCTOR-SP ADR | TSM | Common Stock | $312,235,266 | 653,800 | SH | None |
| VISA INC-CLASS A SHARES | V | Common Stock | $302,774,180 | 882,492 | SH | None |
| CINCINNATI FINANCIAL CORP | CINF | Common Stock | $276,884,461 | 1,495,541 | SH | None |
| BROADCOM INC | AVGO | Common Stock | $275,835,695 | 730,207 | SH | None |
| EXXON MOBIL CORP | XOM | Common Stock | $267,928,817 | 1,959,690 | SH | None |
| PHILIP MORRIS INTERNATIONAL | PM | Common Stock | $255,938,804 | 1,414,730 | SH | None |
| JOHNSON & JOHNSON | JNJ | Common Stock | $239,876,958 | 944,509 | SH | None |
| SCHWAB (CHARLES) CORP | SCHW | Common Stock | $235,319,226 | 2,550,333 | SH | None |
| MEDTRONIC PLC | MDT | Common Stock | $205,524,057 | 2,627,177 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | Common Stock | $198,656,177 | 477,964 | SH | None |
| DEERE & CO | DE | Common Stock | $184,530,403 | 290,906 | SH | None |
| ORACLE CORP | ORCL | Common Stock | $183,370,101 | 1,251,246 | SH | None |
| BECTON DICKINSON AND CO | BDX | Common Stock | $167,650,789 | 1,107,849 | SH | None |
| BOEING CO/THE | BA | Common Stock | $163,514,586 | 755,368 | SH | None |
| MARKEL GROUP INC | MKL | Common Stock | $160,039,404 | 81,945 | SH | None |
| TEXAS INSTRUMENTS INC | TXN | Common Stock | $160,033,783 | 536,900 | SH | None |
| TOUCHSTONE STRTG IN ETF-IUSD | SIO | Mutual Fund | $148,230,659 | 5,772,154 | SH | None |
| SALESFORCE INC | CRM | Common Stock | $141,038,021 | 900,281 | SH | None |
| AIRBNB INC-CLASS A | ABNB | Common Stock | $138,008,645 | 964,421 | SH | None |
| ISHARES RUSSELL 2500 ETF | SMMD | Mutual Fund | $137,871,080 | 1,504,650 | SH | None |
| BRISTOL-MYERS SQUIBB CO | BMY | Common Stock | $132,803,901 | 2,304,823 | SH | None |
| STANLEY BLACK & DECKER INC | SWK | Common Stock | $131,445,639 | 1,396,575 | SH | None |
| BERKSHIRE HATHAWAY INC-CL B | BRK.B | Common Stock | $128,056,306 | 255,913 | SH | None |
| JONES LANG LASALLE INC | JLL | Common Stock | $125,619,016 | 405,288 | SH | None |
| PROCTER & GAMBLE CO/THE | PG | Common Stock | $116,392,219 | 793,728 | SH | None |
| CISCO SYSTEMS INC | CSCO | Common Stock | $114,044,733 | 970,924 | SH | None |
| INTL FLAVORS & FRAGRANCES | IFF | Common Stock | $113,924,618 | 1,438,079 | SH | None |
| MICRON TECHNOLOGY INC | MU | Common Stock | $112,149,662 | 97,159 | SH | None |
| KLA CORP | KLAC | Common Stock | $109,725,893 | 363,680 | SH | None |
| WALT DISNEY CO/THE | DIS | Common Stock | $108,929,645 | 1,131,737 | SH | None |
| COMCAST CORP-CLASS A | CMCSA | Common Stock | $106,296,173 | 4,329,783 | SH | None |
| FIRST FINANCIAL BANCORP | FFBC | Common Stock | $104,511,222 | 3,089,306 | SH | None |
| JPMORGAN CHASE & CO | JPM | Common Stock | $104,127,601 | 318,112 | SH | None |
| TOUCHSTONE SECURITIZED INC | TSEC | Mutual Fund | $101,334,408 | 3,925,408 | SH | None |
| MONSTER BEVERAGE CORP | MNST | Common Stock | $98,709,569 | 1,026,941 | SH | None |
| LPL FINANCIAL HOLDINGS INC | LPLA | Common Stock | $98,376,177 | 349,248 | SH | None |
| INTL BUSINESS MACHINES CORP | IBM | Common Stock | $92,855,261 | 330,199 | SH | None |
| QUALCOMM INC | QCOM | Common Stock | $89,889,248 | 486,440 | SH | None |
| HOME DEPOT INC | HD | Common Stock | $88,052,205 | 249,666 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.