LEAWOOD, KS
Allocation by class
Portfolio Concentration
Top 3 weight
19.1%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 3.32M
Full voting authority
3.32M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorpSOLE | COM | 267.90K | SH | $46.72M 8.57% | 267.90K | 0.00 | 0.00 |
Alphabet Inc CL CSOLE | COM | 100.24K | SH | $28.76M 5.28% | 100.24K | 0.00 | 0.00 |
Apple IncSOLE | COM | 112.62K | SH | $28.58M 5.24% | 112.62K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 69.28K | SH | $25.64M 4.71% | 69.28K | 0.00 | 0.00 |
Broadcom LTDSOLE | COM | 67.84K | SH | $21.00M 3.85% | 67.84K | 0.00 | 0.00 |
JP Morgan ChaseSOLE | COM | 61.09K | SH | $17.97M 3.30% | 61.09K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 86.21K | SH | $17.96M 3.29% | 86.21K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 26.20K | SH | $14.99M 2.75% | 26.20K | 0.00 | 0.00 |
Wal-Mart StoresSOLE | COM | 106.42K | SH | $13.23M 2.43% | 106.42K | 0.00 | 0.00 |
Berkshire HathawaySOLE | COM | 27.49K | SH | $13.17M 2.42% | 27.49K | 0.00 | 0.00 |
Taiwan Semiconductor MfgSOLE | COM | 29.86K | SH | $10.09M 1.85% | 29.86K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 10.03K | SH | $9.23M 1.69% | 10.03K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 52.57K | SH | $8.92M 1.64% | 52.57K | 0.00 | 0.00 |
Visa IncSOLE | COM | 28.70K | SH | $8.68M 1.59% | 28.70K | 0.00 | 0.00 |
Emcor Group IncSOLE | COM | 9.82K | SH | $7.25M 1.33% | 9.82K | 0.00 | 0.00 |
Vertiv Holdings Co ASOLE | COM | 28.83K | SH | $7.23M 1.33% | 28.83K | 0.00 | 0.00 |
Conoco PhillipsSOLE | COM | 49.69K | SH | $6.56M 1.20% | 49.69K | 0.00 | 0.00 |
Caterpillar IncSOLE | COM | 9.15K | SH | $6.48M 1.19% | 9.15K | 0.00 | 0.00 |
Costco WholesaleSOLE | COM | 6.45K | SH | $6.43M 1.18% | 6.45K | 0.00 | 0.00 |
Western Digital CorpSOLE | COM | 23.45K | SH | $6.34M 1.16% | 23.45K | 0.00 | 0.00 |
GE Vernova IncSOLE | COM | 7.08K | SH | $6.18M 1.13% | 7.08K | 0.00 | 0.00 |
Arista Networks Inc.SOLE | COM | 49.74K | SH | $6.11M 1.12% | 49.74K | 0.00 | 0.00 |
Amphenol Corp CL ASOLE | COM | 47.56K | SH | $6.01M 1.10% | 47.56K | 0.00 | 0.00 |
Comfort Systems USA IncSOLE | COM | 4.33K | SH | $5.97M 1.10% | 4.33K | 0.00 | 0.00 |
Monolithic Power SysSOLE | COM | 5.38K | SH | $5.89M 1.08% | 5.38K | 0.00 | 0.00 |