Location: Leawood, KS
CIK: 0001080351 · Show all filings
Period: Q4 2020 (← Previous) (Next →)
Filing Date: Feb 8, 2021
Total Value: $398M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 187,161 | $24.83M | 6.2% | $132.69 * | $88.65 | +45.7% | COM | 037833100 |
| MSFT | Microsoft Corp | 81,250 | $18.07M | 4.5% | $222.42 * | $99.92 | +113.6% | COM | 594918104 |
| AMZN | Amazon.com Inc | 5,497 | $17.9M | 4.5% | $3256.87 * | $41.98 | +287.9% | COM | 023135106 |
| GOOG | Alphabet Inc CL C | 5,898 | $10.33M | 2.6% | $1751.95 * | $38.33 | +126.8% | COM | 02079K107 |
| TMO | Thermo Fisher Scientific Inc | 18,143 | $8.451M | 2.1% | $465.80 | $153.97 | +198.6% | COM | 883556102 |
| ADBE | Adobe Inc | 15,504 | $7.754M | 1.9% | $500.13 | $105.35 | +374.7% | COM | 00724F101 |
| — | Facebook Inc-A | 27,277 | $7.451M | 1.9% | $273.16 | $114.15 | — | COM | 30303m102 |
| IUSG | iShares Core S&P U.S. Growth E | 82,919 | $7.354M | 1.8% | $88.69 | $58.81 | +50.8% | COM | 464287671 |
| — | Epam Systems Inc | 19,679 | $7.052M | 1.8% | $358.35 | $116.69 | — | COM | 29414b104 |
| NKE | Nike Inc Cl B | 46,306 | $6.551M | 1.6% | $141.47 * | $56.14 | +134.7% | COM | 654106103 |
| HON | Honeywell Int'l Inc | 29,544 | $6.284M | 1.6% | $212.70 * | $56.92 | +218.1% | COM | 438516106 |
| — | Enphase Energy Inc. | 35,260 | $6.187M | 1.6% | $175.47 | $82.60 | — | COM | 29355a107 |
| — | Idexx Laboratories | 12,220 | $6.108M | 1.5% | $499.84 | $197.91 | — | COM | 45168d104 |
| — | Paypal Holdings Inc | 25,671 | $6.012M | 1.5% | $234.19 | $76.14 | — | COM | 70450y103 |
| — | Nvidia Corp | 11,065 | $5.778M | 1.5% | $522.19 | $159.28 | — | COM | 67066g104 |
| MA | Mastercard Inc-Cl A | 15,951 | $5.694M | 1.4% | $356.97 * | $289.45 | +19.9% | COM | 57636Q104 |
| MTD | Mettler-Toledo International I | 4,883 | $5.565M | 1.4% | $1139.67 | $218.30 | +422.1% | COM | 592688105 |
| QCOM | Qualcomm Inc | 35,982 | $5.481M | 1.4% | $152.33 * | $71.62 | +91.0% | COM | 747525103 |
| COST | Costco Wholesale | 13,980 | $5.267M | 1.3% | $376.75 * | $213.63 | +66.9% | COM | 22160K105 |
| IWF | iShares Russell 1000 Growth ET | 20,560 | $4.958M | 1.2% | $241.15 * | $43.15 | +39.7% | COM | 464287614 |
| — | Visa Inc | 22,630 | $4.95M | 1.2% | $218.74 | $75.87 | — | COM | 92826c839 |
| HD | Home Depot | 18,520 | $4.919M | 1.2% | $265.60 * | $167.83 | +40.1% | COM | 437076102 |
| — | Broadcom LTD | 10,321 | $4.519M | 1.1% | $437.85 | $235.65 | — | COM | 11135f101 |
| TGT | Target Corp | 24,951 | $4.405M | 1.1% | $176.55 * | $76.19 | +101.7% | COM | 87612E106 |
| BURL | Burlington Stores | 16,607 | $4.344M | 1.1% | $261.58 | $160.23 | +63.2% | COM | 122017106 |
| CRM | Salesforce.com Inc | 19,413 | $4.32M | 1.1% | $222.53 | $145.82 | +50.8% | COM | 79466L302 |
| DIS | Disney Walt | 23,564 | $4.269M | 1.1% | $181.17 * | $113.26 | +56.3% | COM | 254687106 |
| — | NV5 Global, Inc. | 53,503 | $4.215M | 1.1% | $78.78 | $52.92 | — | COM | 62945v109 |
| — | Netflix | 7,617 | $4.119M | 1.0% | $540.76 | $404.06 | — | COM | 64110l106 |
| DHR | Danaher Corp | 18,293 | $4.064M | 1.0% | $222.16 * | $103.83 | +85.6% | COM | 235851102 |
| TYL | Tyler Technologies Inc | 8,977 | $3.919M | 1.0% | $436.56 | $220.47 | +98.0% | COM | 902252105 |
| — | JP Morgan Chase | 30,531 | $3.88M | 1.0% | $127.08 | $107.61 | — | COM | 46625h100 |
| IVV | iShares Core S&P 500 Index ETF | 10,006 | $3.756M | 0.9% | $375.37 | $270.37 | +38.8% | COM | 464287200 |
| WMT | Wal-Mart Stores | 25,536 | $3.681M | 0.9% | $144.15 * | $30.39 | +47.7% | COM | 931142103 |
| UNP | Union Pacific Corp | 17,646 | $3.674M | 0.9% | $208.21 * | $141.57 | +31.5% | COM | 907818108 |
| SCHX | Schwab U S Large Cap ETF | 40,147 | $3.651M | 0.9% | $90.94 * | $9.82 | +54.3% | COM | 808524201 |
| — | United Health | 10,198 | $3.576M | 0.9% | $350.66 | $260.34 | — | COM | 91324p102 |
| IUSV | iShares Core S&P U.S. Value ET | 57,074 | $3.549M | 0.9% | $62.18 | $55.00 | +13.1% | COM | 464287663 |
| LDOS | Leidos Holdings Inc. | 33,503 | $3.522M | 0.9% | $105.12 * | $69.30 | +42.1% | COM | 525327102 |
| — | S & P Global Inc. | 10,619 | $3.491M | 0.9% | $328.75 | $264.21 | — | COM | 78409v104 |
| PEP | Pepsico Inc | 22,083 | $3.275M | 0.8% | $148.30 * | $98.87 | +28.6% | COM | 713448108 |
| BRK/B | Berkshire Hathaway | 14,074 | $3.263M | 0.8% | $231.85 | $202.24 | +14.7% | COM | 084670702 |
| AVAV | Aerovironment Inc | 37,188 | $3.232M | 0.8% | $86.91 | $60.52 | +43.6% | COM | 008073108 |
| SBUX | Starbucks Corp | 29,497 | $3.156M | 0.8% | $106.99 * | $70.86 | +34.9% | COM | 855244109 |
| SYK | Stryker Corporation | 12,737 | $3.121M | 0.8% | $245.03 * | $190.85 | +21.9% | COM | 863667101 |
| IPGP | IPG Photonics Corp | 13,918 | $3.115M | 0.8% | $223.81 | $117.70 | +90.1% | COM | 44980X109 |
| — | Intuitive Surgical Inc | 3,520 | $2.88M | 0.7% | $818.18 | $496.41 | — | COM | 46120e602 |
| AMGN | Amgen Inc | 12,364 | $2.843M | 0.7% | $229.94 * | $154.56 | +27.1% | COM | 031162100 |
| AXP | American Express | 23,206 | $2.806M | 0.7% | $120.92 * | $98.46 | +15.2% | COM | 025816109 |
| ULTA | Ulta Beauty Inc | 9,673 | $2.778M | 0.7% | $287.19 | $252.99 | +13.5% | COM | 90384S303 |
| — | Activision Blizzard | 29,036 | $2.696M | 0.7% | $92.85 | $46.73 | — | COM | 00507v109 |
| — | MKS Instruments Inc | 17,388 | $2.616M | 0.7% | $150.45 | $77.71 | — | COM | 55306n104 |
| TTWO | Take-Two Interactive Software | 12,414 | $2.58M | 0.6% | $207.83 | $114.89 | +80.9% | COM | 874054109 |
| TMUS | T-Mobile US Inc | 19,047 | $2.568M | 0.6% | $134.82 * | $77.90 | +67.2% | COM | 872590104 |
| CMCSA | Comcast Corp. | 48,861 | $2.56M | 0.6% | $52.39 * | $36.77 | +23.9% | COM | 20030N101 |
| BMY | Bristol Myers Squibb Co | 41,120 | $2.551M | 0.6% | $62.04 * | $41.90 | +21.4% | COM | 110122108 |
| — | Rexnord Corp | 64,079 | $2.53M | 0.6% | $39.48 | $39.48 | — | COM | 76169b102 |
| — | IntercontinentalExchange Group | 21,628 | $2.493M | 0.6% | $115.27 | $75.68 | — | COM | 45866f104 |
| SCL | Stepan Co | 20,685 | $2.468M | 0.6% | $119.31 | $117.73 | +1.4% | COM | 858586100 |
| FISV | Fiserv Inc | 21,559 | $2.455M | 0.6% | $113.87 | $54.82 | +107.7% | COM | 337738108 |
| — | Zimmer Biomet | 15,387 | $2.371M | 0.6% | $154.09 | $123.39 | — | COM | 98956p102 |
| MS | Morgan Stanley | 32,670 | $2.239M | 0.6% | $68.53 * | $45.98 | +27.1% | COM | 617446448 |
| — | Goldman Sachs Group | 8,177 | $2.156M | 0.5% | $263.67 | $235.09 | — | COM | 38141g104 |
| — | Blackrock Inc | 2,969 | $2.142M | 0.5% | $721.46 | $550.07 | — | COM | 09247x101 |
| MPWR | Monolithic Power Systems Inc | 5,804 | $2.126M | 0.5% | $366.30 * | $166.47 | +112.2% | COM | 609839105 |
| — | Emcor Group Inc | 22,053 | $2.017M | 0.5% | $91.46 | $79.23 | — | COM | 29084q100 |
| CVS | CVS Caremark Corp. | 29,158 | $1.991M | 0.5% | $68.28 * | $54.92 | +5.8% | COM | 126650100 |
| — | KBR Inc | 64,309 | $1.989M | 0.5% | $30.93 | $23.28 | — | COM | 48242w106 |
| NICE | Nice LTD | 6,853 | $1.943M | 0.5% | $283.53 | $115.66 | +145.1% | COM | 653656108 |
| LLY | Lilly, Eli & Co | 11,096 | $1.873M | 0.5% | $168.80 * | $101.56 | +57.8% | COM | 532457108 |
| FDX | Fedex Corp | 7,116 | $1.847M | 0.5% | $259.56 * | $186.80 | +26.2% | COM | 31428X106 |
| — | Nextera Energy Inc | 23,216 | $1.791M | 0.4% | $77.15 | $101.58 | — | COM | 65339f101 |
| MELI | Mercadolibre | 1,058 | $1.772M | 0.4% | $1674.86 | $415.67 | +303.0% | COM | 58733R102 |
| CAT | Caterpillar Inc | 9,727 | $1.771M | 0.4% | $182.07 * | $111.86 | +48.0% | COM | 149123101 |
| — | Waste Management Inc. | 14,960 | $1.764M | 0.4% | $117.91 | $115.59 | — | COM | 94106l109 |
| DG | Dollar General Corp | 8,311 | $1.748M | 0.4% | $210.32 * | $165.50 | +17.8% | COM | 256677105 |
| JNJ | Johnson & Johnson | 10,717 | $1.687M | 0.4% | $157.41 * | $111.26 | +22.7% | COM | 478160104 |
| ACN | Accenture PLC-Cl A | 6,425 | $1.678M | 0.4% | $261.17 * | $148.30 | +63.9% | COM | G1151C101 |
| — | KC Southern Ind | 8,173 | $1.668M | 0.4% | $204.09 | $155.85 | — | COM | 485170302 |
| — | Cerner Corp | 20,724 | $1.626M | 0.4% | $78.46 | $50.20 | — | COM | 156782104 |
| — | Verizon Comm | 27,482 | $1.615M | 0.4% | $58.77 | $56.53 | — | COM | 92343v104 |
| — | Skyworks Solutions, Inc. | 10,544 | $1.612M | 0.4% | $152.88 | $84.65 | — | COM | 83088m102 |
| AKAM | Akamai Technologies | 14,862 | $1.56M | 0.4% | $104.97 | $102.88 | +2.0% | COM | 00971T101 |
| — | Du Pont (E.I.) De Nemours | 21,570 | $1.534M | 0.4% | $71.12 | $57.07 | — | COM | 26614n102 |
| IWD | iShares Russell 1000 Value ETF | 10,569 | $1.445M | 0.4% | $136.72 | $122.41 | +11.7% | COM | 464287598 |
| — | LAM Research Corp | 2,858 | $1.35M | 0.3% | $472.36 | $261.31 | — | COM | 512807108 |
| EL | Estee Lauder Inc | 5,071 | $1.35M | 0.3% | $266.22 * | $179.27 | +38.2% | COM | 518439104 |
| — | Aon PLC | 6,370 | $1.346M | 0.3% | $211.30 | $169.02 | — | COM | g0403h108 |
| — | Adidas AG | 7,019 | $1.284M | 0.3% | $182.93 | $118.29 | — | COM | 00687a107 |
| — | Medtronic PLC | 10,668 | $1.25M | 0.3% | $117.17 | $89.74 | — | COM | g5960l103 |
| — | Duke Energy Corp | 13,228 | $1.211M | 0.3% | $91.55 | $85.16 | — | COM | 26441c204 |
| OMRNY | Omron Corp. | 13,493 | $1.207M | 0.3% | $89.45 | $58.32 | +53.4% | COM | 682151303 |
| TSM | Taiwan Semiconductor Mfg ADR | 10,960 | $1.195M | 0.3% | $109.03 | $43.85 | +148.7% | COM | 874039100 |
| — | SPDR MSCI ACWI ETF | 42,620 | $1.178M | 0.3% | $27.64 | $30.72 | — | COM | 78463x848 |
| — | Alibaba Group | 4,747 | $1.105M | 0.3% | $232.78 | $190.77 | — | COM | 01609w102 |
| DEO | Diageo PLC | 6,789 | $1.078M | 0.3% | $158.79 | $144.84 | +9.6% | COM | 25243Q205 |
| ACWX | iShares MSCI ACWI ETF | 19,992 | $1.06M | 0.3% | $53.02 | $45.38 | +16.9% | COM | 464288240 |
| — | Solaredge Technologies Inc | 3,321 | $1.06M | 0.3% | $319.18 | $97.71 | — | COM | 83417m104 |
| — | ETSY Inc. | 5,813 | $1.034M | 0.3% | $177.88 | $177.88 | — | COM | 29786a106 |
| OTEX | Open Text Corporation | 22,015 | $1.001M | 0.3% | $45.47 * | $30.78 | +28.7% | COM | 683715106 |
| — | Tencent Holdings | 13,746 | $988K | 0.2% | $71.88 | $51.42 | — | COM | 88032q109 |
| KAOOY | Kao Corporation | 62,560 | $966K | 0.2% | $15.44 | $28.06 | -45.0% | COM | 485537401 |
| VWDRY | Vestas Wind Systems | 11,842 | $926K | 0.2% | $78.20 | $39.86 | +96.2% | COM | 925458101 |
| TXN | Texas Instruments Inc | 5,552 | $911K | 0.2% | $164.09 * | $134.60 | +5.8% | COM | 882508104 |
| SCHM | Schwab U S Mid Cap ETF | 13,294 | $906K | 0.2% | $68.15 * | $15.75 | +44.3% | COM | 808524508 |
| CVX | Chevron Corp. | 10,334 | $873K | 0.2% | $84.48 * | $65.02 | +5.0% | COM | 166764100 |
| BAC | Bank of America | 28,244 | $856K | 0.2% | $30.31 * | $24.80 | +8.3% | COM | 060505104 |
| — | Neste Oyj | 22,723 | $830K | 0.2% | $36.53 | $32.51 | — | COM | 64104y106 |
| — | Elbit Systems Ltd | 6,259 | $819K | 0.2% | $130.85 | $123.99 | — | COM | m3760d101 |
| — | Vivendi SA | 24,635 | $791K | 0.2% | $32.11 | $26.60 | — | COM | 92852t201 |
| — | Schneider Electric | 26,256 | $760K | 0.2% | $28.95 | $20.32 | — | COM | 80687p106 |
| — | WRAP Technologies Inc | 149,864 | $724K | 0.2% | $4.83 | $9.52 | — | COM | 98212n107 |
| KUBTY | Kubota Corp | 6,546 | $722K | 0.2% | $110.30 | $84.02 | +31.3% | COM | 501173207 |
| VO | Vanguard Mid-Cap ETF | 3,420 | $707K | 0.2% | $206.73 * | $42.94 | +20.4% | COM | 922908629 |
| — | ICON PLC | 3,580 | $698K | 0.2% | $194.97 | $133.88 | — | COM | g4705a100 |
| — | iShares Core Intl Stock ETF | 9,884 | $664K | 0.2% | $67.18 | $56.07 | — | COM | 46432f834 |
| — | Linde PLC | 2,495 | $657K | 0.2% | $263.33 | $205.34 | — | COM | g5494j103 |
| BHP | BHP Group | 9,450 | $617K | 0.2% | $65.29 | $51.57 | +26.7% | COM | 088606108 |
| AZN | Astrazeneca Plc | 12,237 | $612K | 0.2% | $50.01 | $37.54 | — | COM | 046353108 |
| SCHA | Schwab U S Small Cap ETF | 6,795 | $605K | 0.2% | $89.04 * | $15.55 | +43.1% | COM | 808524607 |
| — | Sunrun Inc | 8,535 | $592K | 0.1% | $69.36 | $69.36 | — | COM | 86771w105 |
| NVO | Novo-Nordisk Spons ADR | 8,365 | $584K | 0.1% | $69.81 | $61.78 | +13.1% | COM | 670100205 |
| MLM | Martin Marietta | 1,966 | $558K | 0.1% | $283.83 * | $190.75 | +44.3% | COM | 573284106 |
| AKZOY | Akzo Nobel NV | 15,156 | $547K | 0.1% | $36.09 | $30.01 | +20.2% | COM | 010199503 |
| CNI | Canadian National Railway Co | 4,982 | $547K | 0.1% | $109.80 * | $91.11 | +9.6% | COM | 136375102 |
| — | Unilever PLC-Sp ADR | 9,015 | $544K | 0.1% | $60.34 | $60.34 | — | COM | 904767704 |
| TD | Toronto-Dominion | 9,366 | $528K | 0.1% | $56.37 | $56.07 | +0.6% | COM | 891160509 |
| IJH | iShares Core S&P Mid Cap ETF | 2,272 | $522K | 0.1% | $229.75 * | $32.61 | +41.0% | COM | 464287507 |
| SAP | SAP AG-Sp ADR | 3,688 | $481K | 0.1% | $130.42 | $132.93 | -1.9% | COM | 803054204 |
| HXGBY | Hexagon AB | 4,919 | $446K | 0.1% | $90.67 | $55.97 | +62.0% | COM | 428263107 |
| VEA | Vanguard FTSE Developed Market | 7,889 | $372K | 0.1% | $47.15 | $42.64 | +10.7% | COM | 921943858 |
| — | Orsted A/S-UNSP ADR | 5,301 | $362K | 0.1% | $68.29 | $68.29 | — | COM | 68750l102 |
| EADSY | Airbus SE - Unsp ADR | 11,587 | $317K | 0.1% | $27.36 | $23.80 | +14.8% | COM | 009279100 |
| IJR | iShares Core S&P SmallCap ETF | 3,442 | $316K | 0.1% | $91.81 | $65.43 | +40.4% | COM | 464287804 |
| RY | Royal Bank of Canada | 3,742 | $307K | 0.1% | $82.04 | $72.27 | +13.5% | COM | 780087102 |
| — | New Oriental Education & Techn | 1,643 | $305K | 0.1% | $185.64 | $152.65 | — | COM | 647581107 |
| CM | Canadian Imperial Bank of Comm | 3,550 | $303K | 0.1% | $85.35 * | $29.05 | +18.6% | COM | 136069101 |
| VV | Vanguard Large-Cap ETF | 1,595 | $280K | 0.1% | $175.55 | $135.21 | +30.0% | COM | 922908637 |
| MGK | Vanguard Mega Cap Growth ETF | 1,357 | $276K | 0.1% | $203.39 * | $27.62 | +47.5% | COM | 921910816 |
| — | iShares Core MSCI EAFE ETF | 3,924 | $271K | 0.1% | $69.06 | $65.30 | — | COM | 46432f842 |
| — | Nomad Foods LTD | 10,647 | $271K | 0.1% | $25.45 | $25.52 | — | COM | g6564a105 |
| — | Novartis AG ADR | 2,526 | $239K | 0.1% | $94.62 | $87.69 | — | COM | 66987v109 |
| — | Twilio Inc - A | 660 | $223K | 0.1% | $337.88 | $337.88 | — | COM | 90138f102 |