Location: Kansas City, MO
CIK: 0001534561 · Show all filings
Period: Q2 2020 (← Previous) (Next →)
Filing Date: Aug 10, 2020
Total Value: $1.325B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| CNC | CENTENE CORP DEL | 2,433,662 | $155M | 11.7% | $63.55 | $56.92 | +11.6% | COM | 15135B101 |
| UNH | UNITEDHEALTH GROUP I | 523,434 | $154M | 11.6% | $294.95 * | $225.92 | +19.4% | COM | 91324P102 |
| AAPL | APPLE INC | 359,222 | $131M | 9.9% | $364.80 * | $43.85 | +101.8% | COM | 037833100 |
| ORLY | O REILLY AUTOMOTIVE | 218,499 | $92.13M | 7.0% | $421.67 * | $25.58 | +9.9% | COM | 67103H107 |
| GOOG | ALPHABET INC | 56,885 | $80.41M | 6.1% | $1413.61 * | $63.14 | +11.1% | COM | 02079K107 |
| ELAN | ELANCO ANIMAL HEALTH | 3,147,496 | $67.51M | 5.1% | $21.45 | $27.81 | -22.9% | COM | 28414H103 |
| EA | ELECTRONIC ARTS INC | 510,062 | $67.35M | 5.1% | $132.05 * | $98.71 | +30.1% | COM | 285512109 |
| HUM | HUMANA INC | 143,063 | $55.47M | 4.2% | $387.75 * | $288.71 | +27.9% | COM | 444859102 |
| Z | ZILLOW GROUP INC | 869,601 | $50.1M | 3.8% | $57.61 | $40.28 | +43.0% | COM | 98954M200 |
| AMZN | AMAZON COM INC | 14,062 | $38.8M | 2.9% | $2758.85 * | $82.13 | +67.9% | COM | 023135106 |
| MSFT | MICROSOFT CORP | 133,623 | $27.19M | 2.1% | $203.51 * | $115.56 | +68.1% | COM | 594918104 |
| CHTR | CHARTER COMMUNICATIO | 32,129 | $16.39M | 1.2% | $510.04 | $354.74 | +43.8% | COM | 16119P108 |
| LLY | LILLY ELI & CO | 90,375 | $14.84M | 1.1% | $164.18 * | $72.68 | +112.2% | COM | 532457108 |
| IWM | ISHARES TR RUSSELL 2000 | 102,900 | $14.73M | 1.1% | $143.18 | $140.70 | +1.8% | ETF | 464287655 |
| JPM | JPMORGAN CHASE & CO | 144,906 | $13.63M | 1.0% | $94.06 * | $84.93 | -4.6% | COM | 46625H100 |
| CMCSA | COMCAST CORP NEW | 349,283 | $13.62M | 1.0% | $38.98 * | $32.76 | +3.0% | COM | 20030N101 |
| LBRDK | LIBERTY BROADBAND COM SER C | 107,265 | $13.3M | 1.0% | $123.96 * | $92.42 | +25.6% | COM | 530307305 |
| BX | BLACKSTONE GROUP INC | 226,001 | $12.8M | 1.0% | $56.66 * | $39.80 | +17.9% | COM | 09260D107 |
| CCI | CROWN CASTLE INTL CO | 75,336 | $12.61M | 1.0% | $167.36 * | $92.76 | +40.8% | COM | 22822V101 |
| LOW | LOWES COS INC | 90,470 | $12.22M | 0.9% | $135.12 * | $69.16 | +76.9% | COM | 548661107 |
| PG | PROCTER & GAMBLE CO | 102,062 | $12.2M | 0.9% | $119.57 * | $63.87 | +63.3% | COM | 742718109 |
| CSGP | COSTAR GROUP INC | 16,997 | $12.08M | 0.9% | $710.65 * | $45.12 | +57.5% | COM | 22160N109 |
| PAYX | PAYCHEX INC | 156,216 | $11.83M | 0.9% | $75.75 * | $58.96 | +9.8% | COM | 704326107 |
| SBUX | STARBUCKS CORP | 158,905 | $11.69M | 0.9% | $73.59 * | $47.81 | +36.1% | COM | 855244109 |
| NXPI | NXP SEMICONDUCTORS N | 97,911 | $11.17M | 0.8% | $114.04 * | $77.04 | +34.9% | COM | N6596X109 |
| INTC | INTEL CORP | 176,570 | $10.56M | 0.8% | $59.83 * | $31.24 | +70.7% | COM | 458140100 |
| CSCO | CISCO SYS INC | 220,445 | $10.28M | 0.8% | $46.64 * | $34.48 | +14.1% | COM | 17275R102 |
| PEP | PEPSICO INC | 77,501 | $10.25M | 0.8% | $132.26 * | $75.03 | +48.9% | COM | 713448108 |
| VEEV | VEEVA SYS INC | 43,451 | $10.19M | 0.8% | $234.42 | $79.73 | +194.0% | COM | 922475108 |
| VZ | VERIZON COMMUNICATIO | 181,567 | $10.01M | 0.8% | $55.13 * | $31.13 | +28.4% | COM | 92343V104 |
| WMT | WALMART INC | 82,488 | $9.88M | 0.7% | $119.77 * | $37.72 | -1.9% | COM | 931142103 |
| MCD | MCDONALDS CORP | 53,469 | $9.863M | 0.7% | $184.46 * | $89.75 | +81.2% | COM | 580135101 |
| TXN | TEXAS INSTRS INC | 77,381 | $9.825M | 0.7% | $126.97 * | $88.93 | +22.1% | COM | 882508104 |
| LMT | LOCKHEED MARTIN CORP | 26,409 | $9.637M | 0.7% | $364.91 * | $214.94 | +46.1% | COM | 539830109 |
| NKE | NIKE INC | 96,974 | $9.508M | 0.7% | $98.05 * | $85.73 | +6.1% | COM | 654106103 |
| TROW | PRICE T ROWE GROUP I | 76,902 | $9.497M | 0.7% | $123.49 * | $56.40 | +73.6% | COM | 74144T108 |
| OGE | OGE ENERGY CORP | 309,508 | $9.397M | 0.7% | $30.36 | $31.48 | -3.5% | COM | 670837103 |
| JNJ | JOHNSON & JOHNSON | 65,444 | $9.203M | 0.7% | $140.62 * | $91.61 | +31.4% | COM | 478160104 |
| RTX | RAYTHEON TECHNOLOGIES | 142,778 | $8.798M | 0.7% | $61.62 * | $54.61 | -0.8% | COM | 75513E101 |
| HON | HONEYWELL INTL INC | 57,320 | $8.288M | 0.6% | $144.59 * | $82.17 | +48.2% | COM | 438516106 |
| UPS | UNITED PARCEL SERVIC | 73,564 | $8.179M | 0.6% | $111.18 * | $70.37 | +26.9% | COM | 911312106 |
| EPD | ENTERPRISE PRODS PAR | 401,619 | $7.297M | 0.6% | $18.17 | $24.02 | — | COM | 293792107 |
| IWO | ISHARES TR RUS 200 GRW | 34,000 | $7.034M | 0.5% | $206.88 | $182.54 | +13.3% | ETF | 464287648 |
| SPGI | S&P GLOBAL INC | 20,460 | $6.741M | 0.5% | $329.47 * | $261.77 | +20.3% | COM | 78409V104 |
| LVS | LAS VEGAS SANDS CORP | 127,763 | $5.818M | 0.4% | $45.54 * | $44.86 | -3.1% | COM | 517834107 |
| PTON | PELOTON INTERACTIVE | 79,369 | $4.585M | 0.3% | $57.77 | $27.41 | +110.8% | COM | 70614W100 |
| IJR | ISHARES TR CORE S&P SCP | 66,060 | $4.511M | 0.3% | $68.29 | $81.30 | -16.0% | ETF | 464287804 |
| — | CROSSFIRST BANKSHARE | 350,878 | $3.432M | 0.3% | $9.78 | $8.40 | — | COM | 22766M109 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | 16,451 | $2.575M | 0.2% | $156.53 | $146.94 | +6.5% | ETF | 922908769 |
| NVDA | NVIDIA CORP | 6,715 | $2.551M | 0.2% | $379.90 * | $5.12 | +85.0% | COM | 67066G104 |
| CFFN | CAPITOL FED FINL INC | 200,000 | $2.202M | 0.2% | $11.01 * | $5.64 | +33.2% | COM | 14057J101 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | 7,239 | $2.052M | 0.2% | $283.46 | $222.78 | +27.2% | ETF | 922908363 |
| VYM | VANGUARD WHITEHALL HIGH DIV YLD | 24,113 | $1.9M | 0.1% | $78.80 | $76.64 | +2.8% | ETF | 921946406 |
| VTWO | VANGUARD SCOTTSDALE RUS2000IDX | 15,422 | $1.78M | 0.1% | $115.42 * | $67.83 | -14.9% | ETF | 92206C664 |
| MA | MASTERCARD INC | 5,819 | $1.721M | 0.1% | $295.76 * | $222.71 | +28.7% | COM | 57636Q104 |
| SPYM | SPDR SERIES TRUST PORTFOLIO LR ETF | 46,198 | $1.675M | 0.1% | $36.26 | $32.54 | +11.4% | ETF | 78464A854 |
| V | VISA INC | 8,643 | $1.67M | 0.1% | $193.22 * | $149.25 | +24.4% | COM | 92826C839 |
| COST | COSTCO WHSL CORP NEW | 5,370 | $1.628M | 0.1% | $303.17 * | $233.06 | +19.5% | COM | 22160K105 |
| — | ELDORADO RESORTS INC | 40,000 | $1.602M | 0.1% | $40.05 | $39.98 | — | COM | 28470R102 |
| FLRN | SPDR SERIES TRUST BLOOMBERG BRC | 45,441 | $1.385M | 0.1% | $30.48 | $30.65 | -0.6% | ETF | 78468R200 |
| SPDW | SPDR INDEX SHS FDS PORTFOLIO DEVLPD | 45,852 | $1.266M | 0.1% | $27.61 | $31.62 | -12.6% | ETF | 78463X889 |
| DIS | DISNEY WALT CO | 9,838 | $1.097M | 0.1% | $111.51 * | $101.21 | +7.6% | COM | 254687106 |
| SPEM | SPDR INDEX SHS FDS PORTFOLIO EMG MKT | 16,831 | $563K | 0.0% | $33.45 | $36.47 | -8.3% | ETF | 78463X509 |
| SPSM | SPDR SERIES TRUST PORTFOLIO SM ETF | 17,889 | $475K | 0.0% | $26.55 | $31.41 | -15.4% | ETF | 78468R853 |
| BND | VANGUARD BD INDEX FD TOTAL BND MRKT | 5,155 | $455K | 0.0% | $88.26 | $81.77 | +8.0% | ETF | 921937835 |
| VEU | VANGUARD INTL EQUITY ALL WRLD EX US | 9,485 | $452K | 0.0% | $47.65 | $46.72 | +1.9% | ETF | 922042775 |
| BRK/B | BERKSHIRE HATHAWAY I | 2,498 | $446K | 0.0% | $178.54 | $202.04 | -11.6% | COM | 084670702 |
| VEA | VANGUARD TAX MANAGED FTSE DEV MKT | 10,787 | $418K | 0.0% | $38.75 | $45.14 | -14.1% | ETF | 921943858 |
| DVY | ISHARES TR SELECT DIVD ETF | 5,153 | $416K | 0.0% | $80.73 | $79.04 | +2.1% | ETF | 464287168 |
| SPYD | SPDR SERIES TRUST PRTFLO S&P 500 HI | 13,788 | $384K | 0.0% | $27.85 | $35.35 | -21.2% | ETF | 78468R788 |
| BAC | BK OF AMERICA CORP | 13,440 | $319K | 0.0% | $23.74 * | $22.92 | -9.4% | COM | 060505104 |
| VWO | VANGUARD INTL EQUITY FTSE EMR MKT | 7,090 | $281K | 0.0% | $39.63 | $42.50 | -6.8% | ETF | 922042858 |
| IEMG | ISHARES INC CORE MSCI EMKT | 5,488 | $261K | 0.0% | $47.56 | $55.83 | -14.7% | ETF | 46434G103 |
| PYPL | PAYPAL HLDGS INC | 1,427 | $249K | 0.0% | $174.49 | $137.88 | +26.1% | COM | 70450Y103 |
| C | CITIGROUP INC | 4,838 | $247K | 0.0% | $51.05 * | $45.40 | -7.9% | COM | 172967424 |
| COP | CONOCOPHILLIPS | 5,844 | $246K | 0.0% | $42.09 * | $32.91 | +4.3% | COM | 20825C104 |
| F | FORD MTR CO DEL | 18,100 | $110K | 0.0% | $6.08 * | $4.20 | +9.8% | COM | 345370860 |