| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 123 | 90,275 | PNFP, AAPL, BRK-A, BN.TO | 13F-HR | 10/21/2025 | 000205517825000002 |
| Q2 2025 | 122 | 86,258 | PNFP, AAPL, BRK-A, ET | 13F-HR | 7/22/2025 | 000108514625004032 |
| Q1 2025 | 119 | 78,884 | PNFP, AAPL, BRK-A, BRK-B | 13F-HR | 4/23/2025 | 000108514625002268 |
| Q4 2024 | 120 | 76,740 | PNFP, AAPL, BRK-A, ET | 13F-HR | 2/5/2025 | 000108514625000817 |