Location: Leawood, KS
CIK: 0001080351 · Show all filings
Period: Q4 2025 (← Previous) (Next →)
Filing Date: Feb 10, 2026
Total Value: $559M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| — | Nvidia Corp | 263,218 | $49.09M | 8.8% | $186.50 | $132.20 | — | COM | 67066g104 |
| MSFT | Microsoft Corp | 71,917 | $34.78M | 6.2% | $483.62 | $170.61 | +183.5% | COM | 594918104 |
| GOOG | Alphabet Inc CL C | 98,769 | $30.99M | 5.5% | $313.80 | $114.85 | +173.2% | COM | 02079K107 |
| AAPL | Apple Inc | 112,922 | $30.7M | 5.5% | $271.86 | $103.17 | +163.5% | COM | 037833100 |
| — | Broadcom LTD | 66,799 | $23.12M | 4.1% | $346.10 | $191.55 | — | COM | 11135f101 |
| AMZN | Amazon.com Inc | 85,120 | $19.65M | 3.5% | $230.82 | $134.09 | +72.1% | COM | 023135106 |
| — | JP Morgan Chase | 60,303 | $19.43M | 3.5% | $322.22 | $146.42 | — | COM | 46625h100 |
| — | Meta Platforms Inc. | 25,987 | $17.15M | 3.1% | $660.09 | $390.81 | — | COM | 30303m102 |
| BRK/B | Berkshire Hathaway | 25,633 | $12.88M | 2.3% | $502.65 | $334.75 | +50.2% | COM | 084670702 |
| WMT | Wal-Mart Stores | 100,413 | $11.19M | 2.0% | $111.41 | $63.56 | +75.3% | COM | 931142103 |
| LLY | Eli Lilly & Co | 9,983 | $10.73M | 1.9% | $1074.65 | $470.11 | +128.6% | COM | 532457108 |
| — | Visa Inc | 28,920 | $10.14M | 1.8% | $350.70 | $173.39 | — | COM | 92826c839 |
| — | Goldman Sachs Group, Inc. | 11,040 | $9.704M | 1.7% | $879.00 | $595.76 | — | COM | 38141g104 |
| TSM | Taiwan Semiconductor Mfg | 28,810 | $8.755M | 1.6% | $303.89 | $101.58 | +199.2% | COM | 874039100 |
| MA | Mastercard Inc-Cl A | 15,176 | $8.664M | 1.5% | $570.88 | $392.82 | +45.3% | COM | 57636Q104 |
| — | Palantir Technologies Inc-A | 45,290 | $8.05M | 1.4% | $177.75 | $84.40 | — | COM | 69608a108 |
| — | HCA Healthcare Inc. | 16,262 | $7.592M | 1.4% | $466.86 | $346.85 | — | COM | 40412c101 |
| IBM | Intl Business Machines Corp | 22,406 | $6.637M | 1.2% | $296.21 | $256.90 | +15.3% | COM | 459200101 |
| ANET | Arista Networks Inc. | 48,918 | $6.41M | 1.1% | $131.03 | $102.84 | +27.4% | COM | 040413205 |
| APH | Amphenol Corp CL A | 46,140 | $6.235M | 1.1% | $135.14 | $53.48 | +152.7% | COM | 032095101 |
| — | Celestica Inc. | 20,467 | $6.05M | 1.1% | $295.61 | $52.10 | — | COM | 15101q207 |
| AMD | Advanced Micro Devices | 27,244 | $5.835M | 1.0% | $214.16 | $145.64 | +47.0% | COM | 007903107 |
| — | Emcor Group Inc | 9,530 | $5.83M | 1.0% | $611.79 | $320.05 | — | COM | 29084q100 |
| — | O'Reilly Automotive | 62,541 | $5.704M | 1.0% | $91.21 | $160.35 | — | COM | 67103h107 |
| — | Dell Technologies Inc. | 44,794 | $5.639M | 1.0% | $125.88 | $131.54 | — | COM | 24703l202 |
| — | Celsius Holdings Inc. | 120,850 | $5.528M | 1.0% | $45.74 | $45.74 | — | COM | 15118v207 |
| HD | Home Depot | 15,848 | $5.453M | 1.0% | $344.10 | $297.57 | +15.6% | COM | 437076102 |
| IVV | iShares Core S&P 500 Index ETF | 7,941 | $5.439M | 1.0% | $684.94 | $294.99 | +132.2% | COM | 464287200 |
| COST | Costco Wholesale | 6,231 | $5.374M | 1.0% | $862.40 | $303.40 | +184.2% | COM | 22160K105 |
| — | Crowdstrike Holdings Inc. | 11,137 | $5.221M | 0.9% | $468.76 | $304.87 | — | COM | 22788c105 |
| — | Vertiv Holdings Co A | 31,050 | $5.03M | 0.9% | $162.01 | $129.06 | — | COM | 92537n108 |
| MPWR | Monolithic Power Sys | 5,547 | $5.028M | 0.9% | $906.36 | $808.07 | +12.2% | COM | 609839105 |
| HOOD | Robinhood Markets Inc | 44,007 | $4.977M | 0.9% | $113.10 | $130.05 | -13.0% | COM | 770700102 |
| — | SS&C Technologies Holdings | 55,659 | $4.866M | 0.9% | $87.42 | $59.37 | — | COM | 78467j100 |
| — | D.R. Horton Inc. | 31,591 | $4.55M | 0.8% | $144.03 | $153.77 | — | COM | 23331a109 |
| ELV | Elevance Health Inc | 12,916 | $4.528M | 0.8% | $350.55 | $336.70 | +4.1% | COM | 036752103 |
| KR | Kroger Co | 72,272 | $4.516M | 0.8% | $62.48 | $60.66 | +3.0% | COM | 501044101 |
| — | GE Vernova Inc | 6,850 | $4.477M | 0.8% | $653.57 | $614.90 | — | COM | 36828a101 |
| MLM | Martin Marietta | 7,167 | $4.463M | 0.8% | $622.66 | $426.34 | +46.0% | COM | 573284106 |
| UBS | UBS AG-Reg | 95,518 | $4.423M | 0.8% | $46.31 | $20.67 | +124.0% | COM | H42097107 |
| — | Conoco Phillips | 45,913 | $4.298M | 0.8% | $93.61 | $112.21 | — | COM | 20825c104 |
| — | Waste Management | 19,323 | $4.246M | 0.8% | $219.71 | $129.84 | — | COM | 94106l109 |
| TOL | Toll Brothers Inc | 31,373 | $4.242M | 0.8% | $135.22 | $117.71 | +14.9% | COM | 889478103 |
| — | Constellation Energy Corp | 11,580 | $4.091M | 0.7% | $353.27 | $250.71 | — | COM | 21037t109 |
| — | Vistra Corp | 25,280 | $4.078M | 0.7% | $161.33 | $22.88 | — | COM | 92840m102 |
| — | AppLovin Corporation | 5,956 | $4.013M | 0.7% | $673.82 | $364.46 | — | COM | 03831w108 |
| — | Zscaler Inc. | 17,296 | $3.89M | 0.7% | $224.92 | $192.19 | — | COM | 98980g102 |
| URI | United Rentals Inc. | 4,647 | $3.761M | 0.7% | $809.32 | $763.17 | +6.0% | COM | 911363109 |
| — | CRH Public Limited | 30,114 | $3.758M | 0.7% | $124.80 | $78.06 | — | COM | g25508105 |
| ZURVY | Zurich Insurance Group-ADR | 98,383 | $3.742M | 0.7% | $38.03 | $25.27 | +50.5% | COM | 989825104 |
| — | Embraer SA ADR | 53,327 | $3.433M | 0.6% | $64.37 | $51.86 | — | COM | 29082a107 |
| — | Medpace Holdings Inc | 6,024 | $3.383M | 0.6% | $561.65 | $561.65 | — | COM | 58506q109 |
| — | Amer Sports Inc | 86,320 | $3.224M | 0.6% | $37.35 | $38.10 | — | COM | g0260p102 |
| — | Oracle Corp | 16,181 | $3.154M | 0.6% | $194.91 | $281.24 | — | COM | 68389x105 |
| EAT | Brinker Intl | 21,015 | $3.016M | 0.5% | $143.52 | $130.99 | +9.6% | COM | 109641100 |
| — | Sea Ltd ADR | 22,795 | $2.908M | 0.5% | $127.57 | $168.55 | — | COM | 81141r100 |
| — | Intuitive Surgical Inc | 5,106 | $2.892M | 0.5% | $566.36 | $566.36 | — | COM | 46120e602 |
| — | The Ensign Group Inc | 16,492 | $2.873M | 0.5% | $174.20 | $174.20 | — | COM | 29358p101 |
| SHEL | Shell PLC ADR | 38,433 | $2.824M | 0.5% | $73.48 | $59.24 | +24.0% | COM | 780259305 |
| — | Schneider Electric | 50,505 | $2.774M | 0.5% | $54.93 | $29.00 | — | COM | 80687p106 |
| WMB | Williams Cos Inc | 45,943 | $2.762M | 0.5% | $60.11 | $55.55 | +8.2% | COM | 969457100 |
| XOM | Exxon Mobil Corp | 22,874 | $2.753M | 0.5% | $120.34 | $115.49 | +4.2% | COM | 30231G102 |
| — | Netflix | 28,753 | $2.696M | 0.5% | $93.76 | $285.09 | — | COM | 64110l106 |
| EADSY | Airbus SE - Unsp ADR | 46,239 | $2.678M | 0.5% | $57.92 | $35.79 | +61.8% | COM | 009279100 |
| — | Spotify Technology SA | 4,501 | $2.614M | 0.5% | $580.71 | $695.98 | — | COM | l8681t102 |
| MELI | Mercadolibre | 1,262 | $2.542M | 0.5% | $2014.26 | $1325.48 | +52.0% | COM | 58733R102 |
| — | Credo Technology Group Holding | 17,385 | $2.502M | 0.4% | $143.89 | $144.65 | — | COM | g25457105 |
| SCHX | Schwab U S Large Cap ETF | 90,851 | $2.445M | 0.4% | $26.91 | $20.23 | +33.0% | COM | 808524201 |
| UOVEY | United Overseas Bank | 43,004 | $2.341M | 0.4% | $54.44 | $47.02 | +15.8% | COM | 911271302 |
| ADUS | Addus HomeCare Corporation | 21,319 | $2.289M | 0.4% | $107.39 | $114.84 | -6.5% | COM | 006739106 |
| — | Uber Technologies Inc. | 25,998 | $2.124M | 0.4% | $81.71 | $97.97 | — | COM | 90353t100 |
| — | Linde PLC | 4,730 | $2.017M | 0.4% | $426.39 | $366.57 | — | COM | g54950103 |
| — | Super Micro Computer Inc. | 61,812 | $1.809M | 0.3% | $29.27 | $51.77 | — | COM | 86800u302 |
| LVMUY | LVMH Moey Hennessy-Unsp ADR | 10,365 | $1.563M | 0.3% | $150.81 | $142.43 | +5.9% | COM | 502441306 |
| — | Raytheon Tech Corp | 8,138 | $1.493M | 0.3% | $183.40 | $141.60 | — | COM | 75513e101 |
| — | Nebius Group NV | 17,547 | $1.469M | 0.3% | $83.71 | $83.71 | — | COM | n97284108 |
| VEA | Vanguard FTSE Developed Market | 21,029 | $1.314M | 0.2% | $62.47 | $53.30 | +17.2% | COM | 921943858 |
| VO | Vanguard Mid-Cap ETF | 3,768 | $1.094M | 0.2% | $290.22 * | $48.75 | +48.8% | COM | 922908629 |
| — | iShares Core MSCI EAFE ETF | 11,271 | $1.008M | 0.2% | $89.46 | $76.54 | — | COM | 46432f842 |
| IUSG | iShares Core S&P U.S. Growth E | 5,078 | $853K | 0.2% | $167.94 | $88.06 | +90.7% | COM | 464287671 |
| GOOGL | Alphabet Inc CL A | 2,530 | $792K | 0.1% | $313.02 | $144.87 | +116.1% | COM | 02079K305 |
| — | iShares Core Intl Stock ETF | 7,865 | $666K | 0.1% | $84.64 | $60.12 | — | COM | 46432f834 |
| IUSV | iShares Core S&P U.S. Value ET | 5,828 | $598K | 0.1% | $102.54 | $97.57 | +5.1% | COM | 464287663 |
| TMO | Thermo Fisher Scientific Inc | 1,000 | $579K | 0.1% | $579.45 | $253.94 | +128.2% | COM | 883556102 |
| — | Cisco Systems Inc | 7,382 | $569K | 0.1% | $77.03 | $69.98 | — | COM | 17275r102 |
| IJH | iShares Core S&P Mid Cap ETF | 8,254 | $545K | 0.1% | $66.00 | $52.56 | +25.6% | COM | 464287507 |
| VV | Vanguard Large-Cap ETF | 1,604 | $505K | 0.1% | $314.80 | $135.21 | +132.8% | COM | 922908637 |
| ADP | Automatic Data Processing | 1,830 | $471K | 0.1% | $257.23 | $283.40 | -9.2% | COM | 053015103 |
| — | Capital One Financial Corp | 1,769 | $429K | 0.1% | $242.36 | $212.58 | — | COM | 14040h105 |
| LRCX | LAM Research Corp | 2,393 | $410K | 0.1% | $171.18 | $105.52 | +62.2% | COM | 512807306 |
| — | iShares Core MSCI Emerging | 5,934 | $399K | 0.1% | $67.22 | $65.92 | — | COM | 46434g103 |
| MGK | Vanguard Mega Cap Growth ETF | 957 | $395K | 0.1% | $412.77 * | $43.09 | +91.6% | COM | 921910816 |
| CVX | Chevron Corp. | 2,579 | $393K | 0.1% | $152.41 | $151.13 | +0.8% | COM | 166764100 |
| — | Dimensional US Target Value | 6,479 | $386K | 0.1% | $59.54 | $45.65 | — | COM | 25434v609 |
| IJR | iShares Core S&P SmallCap ETF | 3,201 | $385K | 0.1% | $120.18 | $82.44 | +45.8% | COM | 464287804 |
| SCHM | Schwab U S Mid Cap ETF | 12,431 | $374K | 0.1% | $30.07 | $24.79 | +21.3% | COM | 808524508 |
| — | SPDR MSCI ACWI ETF | 10,276 | $369K | 0.1% | $35.92 | $29.84 | — | COM | 78463x848 |
| MTD | Mettler-Toledo Int'l | 262 | $365K | 0.1% | $1394.19 | $246.86 | +464.8% | COM | 592688105 |
| — | Nextera Energy Inc | 4,400 | $353K | 0.1% | $80.28 | $70.89 | — | COM | 65339f101 |
| MCD | McDonald's Corp | 1,074 | $328K | 0.1% | $305.63 | $301.40 | +1.4% | COM | 580135101 |
| RY | Royal Bank of Canada | 1,748 | $298K | 0.1% | $170.49 | $137.85 | +23.7% | COM | 780087102 |
| — | Innovator S&P 500 Power Buffer | 6,754 | $292K | 0.1% | $43.25 | $37.86 | — | COM | 45782c680 |
| ADBE | Adobe Inc | 829 | $290K | 0.1% | $349.99 | $105.35 | +232.2% | COM | 00724F101 |
| — | Innovator S&P 500 Power Buffer | 6,500 | $285K | 0.1% | $43.92 | $43.92 | — | COM | 45782c797 |
| PG | Procter & Gamble Co | 1,950 | $279K | 0.0% | $143.31 | $155.53 | -7.9% | COM | 742718109 |
| — | Innovator S&P 500 Power Buffer | 5,901 | $274K | 0.0% | $46.43 | $41.65 | — | COM | 45782c813 |
| KLAC | KLA Corporation | 224 | $272K | 0.0% | $1215.08 | $930.36 | +30.6% | COM | 482480100 |
| — | Innovator S&P 500 Power Buffer | 6,375 | $267K | 0.0% | $41.88 | $41.15 | — | COM | 45782c748 |
| — | SPDR Portfolio Emerging Market | 5,195 | $243K | 0.0% | $46.81 | $46.81 | — | COM | 78463x509 |
| — | Innovator S&P 500 Power Buffer | 5,500 | $240K | 0.0% | $43.72 | $38.53 | — | COM | 45782c656 |
| AMGN | Amgen Inc | 712 | $233K | 0.0% | $327.31 | $286.59 | +14.2% | COM | 031162100 |
| SCHA | Schwab U S Small Cap ETF | 7,925 | $226K | 0.0% | $28.48 | $24.17 | +17.8% | COM | 808524607 |
| PNC | PNC Financial Services Group | 1,039 | $217K | 0.0% | $208.73 | $195.75 | +6.6% | COM | 693475105 |
| BLK | Blackrock Inc | 202 | $216K | 0.0% | $1070.34 | $1108.77 | -3.5% | COM | 09290D101 |
| JNJ | Johnson & Johnson | 1,033 | $214K | 0.0% | $206.95 | $169.51 | +22.1% | COM | 478160104 |
| — | Novartis AG ADR | 1,498 | $207K | 0.0% | $137.87 | $137.87 | — | COM | 66987v109 |
| — | Duke Energy Corp | 1,753 | $205K | 0.0% | $117.21 | $123.75 | — | COM | 26441c204 |