Stock Taper 
PARTHENON LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Flex Ltd. | FLEX | 2K | $324.14K |
 Jabil Inc. | JBL | 2K | $770.96K |
 Amazon.com, Inc. | AMZN | 2.17K | $516.01K |
 The Southern Company | SO | 2.31K | $220.8K |
 RTX Corporation | RTX | 2.43K | $460.66K |
 Waste Management, Inc. | WM | 2.5K | $557.2K |
 Edwards Lifesciences Corporation | EW | 2.53K | $228.5K |
 Republic Bancorp, Inc. | RBCAA | 2.55K | $230.6K |
 Lam Research Corporation | LRCX | 2.58K | $1.12M |
 ConocoPhillips | COP | 2.8K | $290.67K |
 Lowe's Companies, Inc. | LOW | 2.97K | $655.08K |
 Cincinnati Financial Corporation | CINF | 3K | $555.42K |
 The Kroger Co. | KR | 3.66K | $203.46K |
 GE Vernova Inc. | GEV | 3.73K | $4.38M |
 Eli Lilly and Company | LLY | 3.92K | $4.71M |
 NVIDIA Corporation | NVDA | 4K | $800.36K |
 Coherent, Inc. | COHR | 4.6K | $1.81M |
 Automatic Data Processing, Inc. | ADP | 4.7K | $1.05M |
 Yum China Holdings, Inc. | YUMC | 5.4K | $220.86K |
 Yum! Brands, Inc. | YUM | 5.6K | $895.86K |