KANSAS CITY, MO
Allocation by class
Portfolio Concentration
Top 3 weight
17.2%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 7.91M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.91M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | COM | 367.42K | SH | $105.40M 7.27% | 0.00 | 0.00 | 367.42K |
UNITEDHEALTH GROUP INCSOLE | COM | 301.25K | SH | $81.51M 5.62% | 0.00 | 0.00 | 301.25K |
WATSCO INCSOLE | COM | 171.86K | SH | $62.52M 4.31% | 0.00 | 0.00 | 171.86K |
EQT CORPSOLE | COM | 927.04K | SH | $59.00M 4.07% | 0.00 | 0.00 | 927.04K |
MICROSOFT CORPSOLE | COM | 149.92K | SH | $55.50M 3.83% | 0.00 | 0.00 | 149.92K |
NORTHROP GRUMMAN CORPSOLE | COM | 76.58K | SH | $52.25M 3.60% | 0.00 | 0.00 | 76.58K |
WABTECSOLE | COM | 205.09K | SH | $51.26M 3.54% | 0.00 | 0.00 | 205.09K |
CORPAY INCSOLE | COM | 171.57K | SH | $49.93M 3.44% | 0.00 | 0.00 | 171.57K |
NVIDIA CORPORATIONSOLE | COM | 279.44K | SH | $48.74M 3.36% | 0.00 | 0.00 | 279.44K |
ASML HOLDING N VSOLE | SHS | 34.70K | SH | $45.84M 3.16% | 0.00 | 0.00 | 34.70K |
ELI LILLY & COSOLE | COM | 47.89K | SH | $44.05M 3.04% | 0.00 | 0.00 | 47.89K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | ADS | 127.78K | SH | $43.18M 2.98% | 0.00 | 0.00 | 127.78K |
APPLE INCSOLE | COM | 169.65K | SH | $43.06M 2.97% | 0.00 | 0.00 | 169.65K |
AMAZON COM INCSOLE | COM | 202.27K | SH | $42.13M 2.91% | 0.00 | 0.00 | 202.27K |
OREILLY AUTOMOTIVE INCSOLE | COM | 430.33K | SH | $39.72M 2.74% | 0.00 | 0.00 | 430.33K |
META PLATFORMS INCSOLE | COM | 68.62K | SH | $39.26M 2.71% | 0.00 | 0.00 | 68.62K |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 76.62K | SH | $36.72M 2.53% | 0.00 | 0.00 | 76.62K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 1.09M | SH | $34.90M 2.41% | 0.00 | 0.00 | 1.09M |
BOOKING HOLDINGS INCSOLE | COM | 8K | SH | $33.67M 2.32% | 0.00 | 0.00 | 8K |
UBER TECHNOLOGIES INCSOLE | COM | 454.88K | SH | $32.72M 2.26% | 0.00 | 0.00 | 454.88K |
IDEXX LABS INCSOLE | COM | 54.07K | SH | $30.38M 2.10% | 0.00 | 0.00 | 54.07K |
CATERPILLAR INCSOLE | COM | 29.95K | SH | $21.22M 1.46% | 0.00 | 0.00 | 29.95K |
SOUTHERN COPPER CORPSOLE | COM | 114.98K | SH | $19.78M 1.36% | 0.00 | 0.00 | 114.98K |
RTX CORPORATIONSOLE | COM | 98.46K | SH | $18.99M 1.31% | 0.00 | 0.00 | 98.46K |
CISCO SYS INCSOLE | COM | 240.27K | SH | $18.64M 1.29% | 0.00 | 0.00 | 240.27K |