Stocks Owned At One Point
30 POSITIONS ON RECORD
DOV Dover Corporation SOLD
HD The Home Depot, Inc. SOLD
ANET Arista Networks, Inc. SOLD
CRM Salesforce, Inc. SOLD
CHDN Churchill Downs Incorporated SOLD
VRSN VeriSign, Inc. SOLD
AVGO Broadcom Inc. SOLD
MRVL Marvell Technology, Inc. SOLD
T AT&T Inc. SOLD
PYPL PayPal Holdings, Inc. SOLD
TTD The Trade Desk, Inc. SOLD (FULL)
PLTR Palantir Technologies Inc. PURCHASE
NVDA NVIDIA Corporation PURCHASE
PANW Palo Alto Networks, Inc. PURCHASE
APH Amphenol Corporation PURCHASE
AMZN Amazon.com, Inc. PURCHASE
NFLX Netflix, Inc. PURCHASE
AAPL Apple Inc. PURCHASE
UBER Uber Technologies, Inc. PURCHASE
GOOGL Alphabet Inc. PURCHASE
SOFI SoFi Technologies, Inc. PURCHASE
COST Costco Wholesale Corporation PURCHASE
BLK BlackRock, Inc. PURCHASE
MSFT Microsoft Corporation PURCHASE
LUV Southwest Airlines Co. SOLD
RBCAA Republic Bancorp, Inc. SOLD (FULL)
WLK Westlake Corporation SOLD (FULL)
SYPR Sypris Solutions, Inc. SOLD (FULL)
BAC Bank of America Corporation PURCHASE
CTBI Community Trust Bancorp, Inc. PURCHASE