Location: Leawood, KS
CIK: 0001080351 · Show all filings
Period: Q3 2025 (← Previous) (Next →)
Filing Date: Nov 6, 2025
Total Value: $584M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| — | Nvidia Corp | 290,512 | $54.2M | 9.3% | $186.58 | $132.20 | — | COM | 67066g104 |
| MSFT | Microsoft Corp | 74,867 | $38.78M | 6.6% | $517.95 | $170.61 | +203.0% | COM | 594918104 |
| AAPL | Apple Inc | 121,554 | $30.95M | 5.3% | $254.63 | $103.17 | +146.6% | COM | 037833100 |
| GOOG | Alphabet Inc CL C | 102,186 | $24.89M | 4.3% | $243.55 | $114.85 | +111.9% | COM | 02079K107 |
| — | Broadcom LTD | 69,728 | $23M | 3.9% | $329.91 | $191.55 | — | COM | 11135f101 |
| — | Meta Platforms Inc. | 26,423 | $19.4M | 3.3% | $734.38 | $390.81 | — | COM | 30303m102 |
| AMZN | Amazon.com Inc | 88,368 | $19.4M | 3.3% | $219.57 | $134.09 | +63.8% | COM | 023135106 |
| — | JP Morgan Chase | 60,860 | $19.2M | 3.3% | $315.43 | $146.42 | — | COM | 46625h100 |
| BRK/B | Berkshire Hathaway | 22,669 | $11.4M | 2.0% | $502.74 | $313.47 | +60.4% | COM | 084670702 |
| — | Visa Inc | 30,796 | $10.51M | 1.8% | $341.38 | $173.39 | — | COM | 92826c839 |
| WMT | Wal-Mart Stores | 94,088 | $9.697M | 1.7% | $103.06 | $60.63 | +69.6% | COM | 931142103 |
| — | Goldman Sachs Group, Inc. | 11,011 | $8.769M | 1.5% | $796.35 | $595.76 | — | COM | 38141g104 |
| MA | Mastercard Inc-Cl A | 15,154 | $8.62M | 1.5% | $568.81 | $392.82 | +44.6% | COM | 57636Q104 |
| — | Crowdstrike Holdings Inc. | 17,392 | $8.529M | 1.5% | $490.38 | $304.87 | — | COM | 22788c105 |
| TSM | Taiwan Semiconductor Mfg | 29,557 | $8.255M | 1.4% | $279.29 | $101.58 | +174.9% | COM | 874039100 |
| — | Palantir Technologies Inc-A | 45,022 | $8.213M | 1.4% | $182.42 | $84.40 | — | COM | 69608a108 |
| ANET | Arista Networks Inc. | 51,755 | $7.541M | 1.3% | $145.71 | $102.84 | +41.7% | COM | 040413205 |
| — | Netflix | 5,898 | $7.071M | 1.2% | $1198.92 | $1026.48 | — | COM | 64110l106 |
| — | HCA Healthcare Inc. | 16,534 | $7.047M | 1.2% | $426.20 | $346.85 | — | COM | 40412c101 |
| — | O'Reilly Automotive | 63,902 | $6.889M | 1.2% | $107.81 | $160.35 | — | COM | 67103h107 |
| — | Vertiv Holdings Co A | 44,715 | $6.746M | 1.2% | $150.86 | $129.06 | — | COM | 92537n108 |
| MLM | Martin Marietta | 10,623 | $6.695M | 1.1% | $630.28 | $426.34 | +47.6% | COM | 573284106 |
| — | Dell Technologies Inc. | 47,133 | $6.682M | 1.1% | $141.77 | $131.54 | — | COM | 24703l202 |
| — | Emcor Group Inc | 10,251 | $6.658M | 1.1% | $649.54 | $320.05 | — | COM | 29084q100 |
| HD | Home Depot | 15,801 | $6.402M | 1.1% | $405.19 | $297.57 | +35.3% | COM | 437076102 |
| IBM | Intl Business Machines Corp | 22,459 | $6.337M | 1.1% | $282.16 | $256.90 | +9.2% | COM | 459200101 |
| COST | Costco Wholesale | 6,807 | $6.301M | 1.1% | $925.68 | $303.40 | +204.7% | COM | 22160K105 |
| — | Constellation Energy Corp | 18,207 | $5.991M | 1.0% | $329.07 | $250.71 | — | COM | 21037t109 |
| — | Tempus AI Inc. | 70,338 | $5.677M | 1.0% | $80.71 | $80.71 | — | COM | 88023b103 |
| APH | Amphenol Corp CL A | 44,931 | $5.56M | 1.0% | $123.75 | $51.32 | +140.6% | COM | 032095101 |
| — | Zscaler Inc. | 18,388 | $5.51M | 0.9% | $299.66 | $192.19 | — | COM | 98980g102 |
| — | D.R. Horton Inc. | 31,960 | $5.416M | 0.9% | $169.47 | $153.77 | — | COM | 23331a109 |
| IVV | iShares Core S&P 500 Index ETF | 7,922 | $5.302M | 0.9% | $669.30 | $294.99 | +126.9% | COM | 464287200 |
| LLY | Eli Lilly & Co | 6,827 | $5.209M | 0.9% | $762.97 | $245.70 | +210.1% | COM | 532457108 |
| — | Vistra Corp | 26,415 | $5.175M | 0.9% | $195.92 | $22.88 | — | COM | 92840m102 |
| MPWR | Monolithic Power Sys | 5,549 | $5.109M | 0.9% | $920.64 | $808.07 | +13.7% | COM | 609839105 |
| — | Celestica Inc. | 20,512 | $5.054M | 0.9% | $246.38 | $52.10 | — | COM | 15101q207 |
| — | SS&C Technologies Holdings | 56,319 | $4.999M | 0.9% | $88.76 | $59.37 | — | COM | 78467j100 |
| — | Oracle Corp | 17,007 | $4.783M | 0.8% | $281.24 | $281.24 | — | COM | 68389x105 |
| — | Conoco Phillips | 49,281 | $4.661M | 0.8% | $94.59 | $112.21 | — | COM | 20825c104 |
| CORT | Corcept Therapeutics Inc. | 55,454 | $4.609M | 0.8% | $83.11 | $60.87 | +36.5% | COM | 218352102 |
| — | Duolingo Inc. A | 14,259 | $4.589M | 0.8% | $321.84 | $321.84 | — | COM | 26603r106 |
| TOL | Toll Brothers Inc | 31,891 | $4.405M | 0.8% | $138.14 | $117.71 | +17.4% | COM | 889478103 |
| URI | United Rentals Inc. | 4,600 | $4.391M | 0.8% | $954.66 | $762.11 | +25.0% | COM | 911363109 |
| — | Waste Management | 19,863 | $4.386M | 0.8% | $220.83 | $129.84 | — | COM | 94106l109 |
| AMD | Advanced Micro Devices | 26,956 | $4.361M | 0.7% | $161.79 | $144.80 | +11.7% | COM | 007903107 |
| — | AppLovin Corporation | 5,929 | $4.26M | 0.7% | $718.54 | $364.46 | — | COM | 03831w108 |
| — | GE Vernova Inc | 6,877 | $4.229M | 0.7% | $614.90 | $614.90 | — | COM | 36828a101 |
| — | Sea Ltd ADR | 22,836 | $4.081M | 0.7% | $178.73 | $168.55 | — | COM | 81141r100 |
| UBS | UBS AG-Reg | 97,877 | $4.013M | 0.7% | $41.00 | $20.67 | +98.4% | COM | H42097107 |
| VEEV | Veeva Systems Inc. | 12,570 | $3.745M | 0.6% | $297.91 | $229.90 | +29.6% | COM | 922475108 |
| — | ServiceNow Inc. | 4,047 | $3.725M | 0.6% | $920.34 | $817.21 | — | COM | 81762p102 |
| — | Loar Holdings Inc. | 46,445 | $3.716M | 0.6% | $80.00 | $76.15 | — | COM | 53947r105 |
| — | CRH Public Limited | 30,987 | $3.715M | 0.6% | $119.90 | $78.06 | — | COM | g25508105 |
| — | Super Micro Computer Inc. | 76,601 | $3.672M | 0.6% | $47.94 | $51.77 | — | COM | 86800u302 |
| ZURVY | Zurich Insurance Group-ADR | 98,524 | $3.524M | 0.6% | $35.77 | $25.27 | +41.6% | COM | 989825104 |
| — | Embraer SA ADR | 53,389 | $3.227M | 0.6% | $60.45 | $51.86 | — | COM | 29082a107 |
| — | Spotify Technology SA | 4,501 | $3.142M | 0.5% | $698.00 | $695.98 | — | COM | l8681t102 |
| WMB | Williams Cos Inc | 49,371 | $3.128M | 0.5% | $63.35 | $55.55 | +13.1% | COM | 969457100 |
| KR | Kroger Co | 45,199 | $3.047M | 0.5% | $67.41 | $57.93 | +15.7% | COM | 501044101 |
| MELI | Mercadolibre | 1,257 | $2.938M | 0.5% | $2336.94 | $1325.48 | +76.3% | COM | 58733R102 |
| — | Schneider Electric | 50,721 | $2.841M | 0.5% | $56.02 | $29.00 | — | COM | 80687p106 |
| SHEL | Shell PLC ADR | 38,783 | $2.774M | 0.5% | $71.53 | $59.24 | +20.7% | COM | 780259305 |
| EADSY | Airbus SE - Unsp ADR | 46,091 | $2.683M | 0.5% | $58.22 | $35.79 | +62.7% | COM | 009279100 |
| BRO | Brown & Brown Inc | 27,591 | $2.588M | 0.4% | $93.79 | $111.44 | -16.0% | COM | 115236101 |
| — | Uber Technologies Inc. | 26,061 | $2.553M | 0.4% | $97.97 | $97.97 | — | COM | 90353t100 |
| SCHX | Schwab U S Large Cap ETF | 93,307 | $2.458M | 0.4% | $26.34 | $20.23 | +30.2% | COM | 808524201 |
| — | Linde PLC | 4,981 | $2.366M | 0.4% | $475.00 | $366.57 | — | COM | g54950103 |
| OXY | Occidental Petro | 49,911 | $2.358M | 0.4% | $47.25 | $52.37 | -10.3% | COM | 674599105 |
| UOVEY | United Overseas Bank | 43,459 | $2.329M | 0.4% | $53.58 | $47.02 | +14.0% | COM | 911271302 |
| — | Aon PLC | 5,966 | $2.127M | 0.4% | $356.58 | $203.50 | — | COM | g0403h108 |
| — | Amer Sports Inc | 60,188 | $2.092M | 0.4% | $34.75 | $38.42 | — | COM | g0260p102 |
| — | Cinemark Holdings Inc | 74,542 | $2.089M | 0.4% | $28.02 | $15.04 | — | COM | 17243v102 |
| ADP | Automatic Data Processing | 6,800 | $1.996M | 0.3% | $293.50 | $283.40 | +2.9% | COM | 053015103 |
| — | ICON PLC | 9,297 | $1.627M | 0.3% | $175.00 | $175.00 | — | COM | g4705a100 |
| — | Raytheon Tech Corp | 8,138 | $1.362M | 0.2% | $167.33 | $141.60 | — | COM | 75513e101 |
| VEA | Vanguard FTSE Developed Market | 21,029 | $1.26M | 0.2% | $59.92 | $53.30 | +12.4% | COM | 921943858 |
| — | Credo Technology Group Holding | 7,694 | $1.12M | 0.2% | $145.61 | $145.61 | — | COM | g25457105 |
| VO | Vanguard Mid-Cap ETF | 3,768 | $1.107M | 0.2% | $293.74 * | $48.75 | +50.6% | COM | 922908629 |
| — | iShares Core MSCI EAFE ETF | 11,271 | $984K | 0.2% | $87.31 | $76.54 | — | COM | 46432f842 |
| IUSG | iShares Core S&P U.S. Growth E | 5,729 | $943K | 0.2% | $164.54 | $88.06 | +86.8% | COM | 464287671 |
| JNJ | Johnson & Johnson | 4,771 | $885K | 0.2% | $185.42 | $169.51 | +8.7% | COM | 478160104 |
| PG | Procter & Gamble Co | 5,165 | $794K | 0.1% | $153.65 | $155.53 | -1.9% | COM | 742718109 |
| CVX | Chevron Corp. | 4,979 | $773K | 0.1% | $155.29 | $151.13 | +1.6% | COM | 166764100 |
| SYK | Stryker Corporation | 2,000 | $739K | 0.1% | $369.67 | $384.53 | -4.1% | COM | 863667101 |
| PEP | Pepsico Inc | 5,000 | $702K | 0.1% | $140.44 | $140.43 | -1.0% | COM | 713448108 |
| GOOGL | Alphabet Inc CL A | 2,850 | $693K | 0.1% | $243.12 | $144.87 | +67.7% | COM | 02079K305 |
| — | iShares Core Intl Stock ETF | 7,725 | $638K | 0.1% | $82.58 | $59.67 | — | COM | 46432f834 |
| IJH | iShares Core S&P Mid Cap ETF | 8,476 | $553K | 0.1% | $65.26 | $52.56 | +24.2% | COM | 464287507 |
| IUSV | iShares Core S&P U.S. Value ET | 5,502 | $550K | 0.1% | $99.95 | $97.35 | +2.7% | COM | 464287663 |
| VV | Vanguard Large-Cap ETF | 1,595 | $491K | 0.1% | $307.86 | $135.21 | +127.7% | COM | 922908637 |
| TMO | Thermo Fisher Scientific Inc | 898 | $436K | 0.1% | $485.02 | $218.59 | +121.7% | COM | 883556102 |
| — | Cisco Systems Inc | 6,046 | $414K | 0.1% | $68.42 | $68.42 | — | COM | 17275r102 |
| IJR | iShares Core S&P SmallCap ETF | 3,360 | $399K | 0.1% | $118.83 | $82.44 | +44.1% | COM | 464287804 |
| — | iShares Core MSCI Emerging | 5,934 | $391K | 0.1% | $65.92 | $65.92 | — | COM | 46434g103 |
| MGK | Vanguard Mega Cap Growth ETF | 957 | $385K | 0.1% | $402.42 * | $43.09 | +86.8% | COM | 921910816 |
| — | SPDR MSCI ACWI ETF | 10,937 | $382K | 0.1% | $34.92 | $29.84 | — | COM | 78463x848 |
| SCHM | Schwab U S Mid Cap ETF | 12,871 | $381K | 0.1% | $29.64 | $24.79 | +19.5% | COM | 808524508 |
| — | Dimensional US Target Value | 6,479 | $377K | 0.1% | $58.21 | $45.65 | — | COM | 25434v609 |
| — | Capital One Financial Corp | 1,769 | $376K | 0.1% | $212.58 | $212.58 | — | COM | 14040h105 |
| ADBE | Adobe Inc | 979 | $345K | 0.1% | $352.75 | $105.35 | +234.8% | COM | 00724F101 |
| — | Nextera Energy Inc | 4,406 | $333K | 0.1% | $75.49 | $70.89 | — | COM | 65339f101 |
| MCD | McDonald's Corp | 1,074 | $326K | 0.1% | $303.89 | $301.40 | +0.2% | COM | 580135101 |
| MTD | Mettler-Toledo Int'l | 262 | $322K | 0.1% | $1227.61 | $246.86 | +397.3% | COM | 592688105 |
| LRCX | LAM Research Corp | 2,393 | $320K | 0.1% | $133.90 | $105.52 | +26.7% | COM | 512807306 |
| — | Innovator S&P 500 Power Buffer | 6,754 | $287K | 0.0% | $42.47 | $37.86 | — | COM | 45782c680 |
| — | Innovator S&P 500 Power Buffer | 5,901 | $269K | 0.0% | $45.60 | $41.65 | — | COM | 45782c813 |
| KO | Coca Cola | 4,000 | $265K | 0.0% | $66.32 | $67.92 | -3.0% | COM | 191216100 |
| — | Innovator S&P 500 Power Buffer | 6,375 | $262K | 0.0% | $41.15 | $41.15 | — | COM | 45782c748 |
| RY | Royal Bank of Canada | 1,748 | $258K | 0.0% | $147.32 | $137.85 | +6.9% | COM | 780087102 |
| — | Eaton Corp PLC | 675 | $253K | 0.0% | $374.25 | $374.25 | — | COM | g29183103 |
| — | SPDR Portfolio Emerging Market | 5,195 | $243K | 0.0% | $46.81 | $46.81 | — | COM | 78463x509 |
| KLAC | KLA Corporation | 224 | $242K | 0.0% | $1078.60 | $930.36 | +15.7% | COM | 482480100 |
| CPRT | Copart Inc. | 5,306 | $239K | 0.0% | $44.97 | $37.92 | +18.6% | COM | 217204106 |
| — | Innovator S&P 500 Power Buffer | 5,500 | $236K | 0.0% | $42.95 | $38.53 | — | COM | 45782c656 |
| BLK | Blackrock Inc | 202 | $236K | 0.0% | $1165.87 | $1108.77 | +4.6% | COM | 09290D101 |
| SCHA | Schwab U S Small Cap ETF | 8,407 | $235K | 0.0% | $27.90 | $24.17 | +15.4% | COM | 808524607 |
| PAYX | Paychex Inc | 1,750 | $222K | 0.0% | $126.76 | $137.17 | -8.5% | COM | 704326107 |
| BR | Broadridge Financial Solutions | 928 | $221K | 0.0% | $238.17 | $247.24 | -4.1% | COM | 11133T103 |
| — | Medtronic PLC | 2,304 | $219K | 0.0% | $95.24 | $95.24 | — | COM | g5960l103 |
| — | Duke Energy Corp | 1,753 | $217K | 0.0% | $123.75 | $123.75 | — | COM | 26441c204 |
| TMUS | T-Mobile US Inc | 890 | $213K | 0.0% | $239.38 | $240.31 | -0.9% | COM | 872590104 |
| HON | Honeywell Int'l Inc | 1,007 | $212K | 0.0% | $210.50 * | $56.92 | +246.5% | COM | 438516106 |
| ABT | Abbott Labs | 1,564 | $209K | 0.0% | $133.94 | $130.61 | +2.1% | COM | 002824100 |
| PNC | PNC Financial Services Group | 1,039 | $209K | 0.0% | $200.93 | $195.75 | +1.7% | COM | 693475105 |
| AMGN | Amgen Inc | 712 | $201K | 0.0% | $282.20 | $286.59 | -2.2% | COM | 031162100 |