Location: Kansas City, MO
CIK: 0001534561 · Show all filings
Period: Q3 2020 (← Previous) (Next →)
Filing Date: Oct 22, 2020
Total Value: $1.595B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| CNC | CENTENE CORP DEL | 2,875,497 | $168M | 10.5% | $58.33 | $57.72 | +1.1% | COM | 15135B101 |
| UNH | UNITEDHEALTH GROUP I | 500,529 | $156M | 9.8% | $311.77 * | $225.92 | +26.7% | COM | 91324P102 |
| AAPL | APPLE INC | 1,277,107 | $148M | 9.3% | $115.81 * | $88.49 | +27.2% | COM | 037833100 |
| ELAN | ELANCO ANIMAL HEALTH | 5,116,156 | $143M | 9.0% | $27.93 | $26.86 | +4.0% | COM | 28414H103 |
| ORLY | OREILLY AUTOMOTIVE I | 231,746 | $107M | 6.7% | $461.08 * | $25.85 | +18.9% | COM | 67103H107 |
| GOOG | ALPHABET INC | 57,101 | $83.92M | 5.3% | $1469.61 * | $63.14 | +15.5% | COM | 02079K107 |
| Z | ZILLOW GROUP INC | 779,757 | $79.22M | 5.0% | $101.59 | $40.28 | +152.2% | COM | 98954M200 |
| EA | ELECTRONIC ARTS INC | 476,956 | $62.2M | 3.9% | $130.41 * | $98.71 | +28.5% | COM | 285512109 |
| HUM | HUMANA INC | 134,596 | $55.71M | 3.5% | $413.89 * | $288.71 | +36.7% | COM | 444859102 |
| MSFT | MICROSOFT CORP | 212,508 | $44.7M | 2.8% | $210.33 * | $147.19 | +36.8% | COM | 594918104 |
| AMZN | AMAZON COM INC | 12,039 | $37.91M | 2.4% | $3148.77 * | $82.13 | +91.7% | COM | 023135106 |
| WFC | WELLS FARGO CO NEW | 1,191,162 | $28M | 1.8% | $23.51 * | $21.83 | -4.4% | COM | 949746101 |
| CHTR | CHARTER COMMUNICATIO | 32,142 | $20.07M | 1.3% | $624.35 | $354.74 | +76.0% | COM | 16119P108 |
| CMCSA | COMCAST CORP NEW | 348,698 | $16.13M | 1.0% | $46.26 * | $32.76 | +22.2% | COM | 20030N101 |
| IWM | ISHARES TR RUSSELL 2000 | 102,900 | $15.41M | 1.0% | $149.79 | $140.70 | +6.5% | ETF | 464287655 |
| LBRDK | LIBERTY BROADBAND COM SER C | 107,265 | $15.32M | 1.0% | $142.87 * | $92.42 | +44.7% | COM | 530307305 |
| LOW | LOWES COS INC | 91,684 | $15.21M | 1.0% | $165.86 * | $70.10 | +115.1% | COM | 548661107 |
| JPM | JPMORGAN CHASE & CO | 154,122 | $14.84M | 0.9% | $96.27 * | $84.96 | -1.4% | COM | 46625H100 |
| — | AMERICAN WELL CORP | 500,000 | $14.82M | 0.9% | $29.64 | $29.64 | — | COM | 03044L105 |
| CSGP | COSTAR GROUP INC | 17,008 | $14.43M | 0.9% | $848.48 * | $45.12 | +88.0% | COM | 22160N109 |
| PG | PROCTER AND GAMBLE C | 102,446 | $14.24M | 0.9% | $138.99 * | $63.87 | +91.0% | COM | 742718109 |
| SBUX | STARBUCKS CORP | 161,442 | $13.87M | 0.9% | $85.92 * | $48.17 | +58.6% | COM | 855244109 |
| LLY | LILLY ELI & CO | 92,715 | $13.72M | 0.9% | $148.02 * | $74.53 | +87.5% | COM | 532457108 |
| PAYX | PAYCHEX INC | 161,874 | $12.91M | 0.8% | $79.77 * | $59.15 | +16.2% | COM | 704326107 |
| NKE | NIKE INC | 100,792 | $12.65M | 0.8% | $125.54 * | $86.25 | +35.3% | COM | 654106103 |
| CRM | SALESFORCE COM INC | 50,084 | $12.59M | 0.8% | $251.32 | $216.28 | +14.8% | COM | 79466L302 |
| CCI | CROWN CASTLE INTL CO | 75,526 | $12.57M | 0.8% | $166.50 * | $92.76 | +41.2% | COM | 22822V101 |
| NXPI | NXP SEMICONDUCTORS N | 99,625 | $12.43M | 0.8% | $124.81 * | $77.63 | +47.0% | COM | N6596X109 |
| UPS | UNITED PARCEL SERVIC | 74,240 | $12.37M | 0.8% | $166.64 * | $70.37 | +91.5% | COM | 911312106 |
| VEEV | VEEVA SYS INC | 43,491 | $12.23M | 0.8% | $281.18 | $79.73 | +252.7% | COM | 922475108 |
| BX | BLACKSTONE GROUP INC | 230,616 | $12.04M | 0.8% | $52.20 * | $39.89 | +9.1% | COM | 09260D107 |
| LVS | LAS VEGAS SANDS CORP | 255,984 | $11.94M | 0.7% | $46.66 * | $45.24 | -1.5% | COM | 517834107 |
| MCD | MCDONALDS CORP | 53,276 | $11.69M | 0.7% | $219.48 * | $89.75 | +116.9% | COM | 580135101 |
| WMT | WALMART INC | 82,488 | $11.54M | 0.7% | $139.91 * | $37.72 | +15.1% | COM | 931142103 |
| VZ | VERIZON COMMUNICATIO | 185,479 | $11.03M | 0.7% | $59.49 * | $31.38 | +39.0% | COM | 92343V104 |
| TXN | TEXAS INSTRS INC | 77,095 | $11.01M | 0.7% | $142.78 * | $88.93 | +38.3% | COM | 882508104 |
| PEP | PEPSICO INC | 78,892 | $10.93M | 0.7% | $138.59 * | $75.74 | +55.7% | COM | 713448108 |
| LMT | LOCKHEED MARTIN CORP | 27,373 | $10.49M | 0.7% | $383.26 * | $218.96 | +51.5% | COM | 539830109 |
| JNJ | JOHNSON & JOHNSON | 66,884 | $9.958M | 0.6% | $148.88 * | $92.38 | +38.9% | COM | 478160104 |
| HON | HONEYWELL INTL INC | 60,199 | $9.909M | 0.6% | $164.60 * | $84.61 | +64.8% | COM | 438516106 |
| TROW | PRICE T ROWE GROUP I | 76,626 | $9.825M | 0.6% | $128.22 * | $56.40 | +81.5% | COM | 74144T108 |
| CSCO | CISCO SYS INC | 242,146 | $9.538M | 0.6% | $39.39 * | $34.71 | -3.5% | COM | 17275R102 |
| INTC | INTEL CORP | 183,162 | $9.484M | 0.6% | $51.78 * | $31.79 | +46.2% | COM | 458140100 |
| OGE | OGE ENERGY CORP | 308,367 | $9.248M | 0.6% | $29.99 | $31.48 | -4.7% | COM | 670837103 |
| RTX | RAYTHEON TECHNOLOGIE | 153,322 | $8.822M | 0.6% | $57.54 * | $54.54 | -6.6% | COM | 75513E101 |
| IWO | ISHARES TR RUS 200 GRW | 34,000 | $7.532M | 0.5% | $221.53 | $182.54 | +21.4% | ETF | 464287648 |
| SPGI | S&P GLOBAL INC | 20,605 | $7.43M | 0.5% | $360.59 * | $261.77 | +31.9% | COM | 78409V104 |
| EPD | ENTERPRISE PRODS PAR | 401,507 | $6.34M | 0.4% | $15.79 | $24.02 | — | COM | 293792107 |
| IJR | ISHARES TR CORE S&P SCP | 66,060 | $4.639M | 0.3% | $70.22 | $81.30 | -13.6% | ETF | 464287804 |
| ISRG | INTUITIVE SURGICAL I | 5,509 | $3.909M | 0.2% | $709.57 * | $224.54 | +5.3% | COM | 46120E602 |
| NVDA | NVIDIA CORPORATION | 6,972 | $3.773M | 0.2% | $541.16 * | $5.35 | +151.9% | COM | 67066G104 |
| — | CROSSFIRST BANKSHARE | 350,878 | $3.049M | 0.2% | $8.69 | $8.40 | — | COM | 22766M109 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | 16,459 | $2.803M | 0.2% | $170.30 | $146.94 | +15.9% | ETF | 922908769 |
| — | TWITTER INC | 54,000 | $2.403M | 0.2% | $44.50 | $44.50 | — | COM | 90184L102 |
| CZR | CAESARS ENTERTAINMENT | 40,000 | $2.242M | 0.1% | $56.05 | $43.94 | +27.6% | COM | 12769G100 |
| MA | MASTERCARD INCORPORA | 6,444 | $2.179M | 0.1% | $338.14 * | $231.73 | +41.7% | COM | 57636Q104 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | 7,029 | $2.162M | 0.1% | $307.58 | $222.78 | +38.1% | ETF | 922908363 |
| COST | COSTCO WHSL CORP NEW | 5,815 | $2.064M | 0.1% | $354.94 * | $238.88 | +36.8% | COM | 22160K105 |
| VYM | VANGUARD WHITEHALL HIGH DIV YLD | 24,307 | $1.967M | 0.1% | $80.92 | $76.64 | +5.6% | ETF | 921946406 |
| CFFN | CAPITOL FED FINL INC | 203,750 | $1.888M | 0.1% | $9.27 * | $5.66 | +12.7% | COM | 14057J101 |
| VTWO | VANGUARD SCOTTSDALE RUS2000IDX | 15,182 | $1.836M | 0.1% | $120.93 * | $67.83 | -10.8% | ETF | 92206C664 |
| SPYM | SPDR SERIES TRUST PORTFOLIO LR ETF | 45,370 | $1.785M | 0.1% | $39.34 | $32.54 | +20.9% | ETF | 78464A854 |
| V | VISA INC | 8,681 | $1.736M | 0.1% | $199.98 * | $149.25 | +29.0% | COM | 92826C839 |
| FLRN | SPDR SERIES TRUST BLOOMBERG BRC | 45,512 | $1.392M | 0.1% | $30.59 | $30.65 | -0.2% | ETF | 78468R200 |
| SPDW | SPDR INDEX SHS FDS PORTFOLIO DEVLPD | 45,074 | $1.319M | 0.1% | $29.26 | $31.62 | -7.5% | ETF | 78463X889 |
| DIS | DISNEY WALT CO | 8,148 | $1.011M | 0.1% | $124.08 * | $101.21 | +19.8% | COM | 254687106 |
| SPEM | SPDR INDEX SHS FDS PORTFOLIO EMG MKT | 15,647 | $572K | 0.0% | $36.56 | $36.47 | +0.2% | ETF | 78463X509 |
| VEU | VANGUARD INTL EQUITY ALL WRLD EX US | 9,505 | $480K | 0.0% | $50.50 | $46.72 | +8.0% | ETF | 922042775 |
| SPSM | SPDR SERIES TRUST PORTFOLIO SM ETF | 17,421 | $477K | 0.0% | $27.38 | $31.41 | -12.8% | ETF | 78468R853 |
| BND | VANGUARD BD INDEX FD TOTAL BND MRKT | 5,089 | $449K | 0.0% | $88.23 | $81.77 | +7.9% | ETF | 921937835 |
| DVY | ISHARES TR SELECT DIVD ETF | 5,153 | $420K | 0.0% | $81.51 | $79.04 | +3.2% | ETF | 464287168 |
| BRK/B | BERKSHIRE HATHAWAY I | 1,878 | $400K | 0.0% | $212.99 | $202.04 | +5.4% | COM | 084670702 |
| SPYD | SPDR SERIES TRUST PRTFLO S&P 500 HI | 13,952 | $382K | 0.0% | $27.38 | $35.27 | -22.3% | ETF | 78468R788 |
| VEA | VANGUARD TAX MANAGED FTSE DEV MKT | 8,467 | $346K | 0.0% | $40.86 | $45.14 | -9.4% | ETF | 921943858 |
| BAC | BK OF AMERICA CORP | 13,595 | $328K | 0.0% | $24.13 * | $22.91 | -7.4% | COM | 060505104 |
| IEMG | ISHARES INC CORE MSCI EMKT | 5,488 | $290K | 0.0% | $52.84 | $55.83 | -5.4% | ETF | 46434G103 |
| PYPL | PAYPAL HLDGS INC | 1,427 | $281K | 0.0% | $196.92 | $137.88 | +42.6% | COM | 70450Y103 |
| VWO | VANGUARD INTL EQUITY FTSE EMR MKT | 5,418 | $234K | 0.0% | $43.19 | $42.50 | +1.7% | ETF | 922042858 |
| ZTS | ZOETIS INC | 1,328 | $220K | 0.0% | $165.66 * | $146.70 | +7.6% | COM | 98978V103 |
| C | CITIGROUP INC | 4,838 | $209K | 0.0% | $43.20 * | $45.40 | -21.5% | COM | 172967424 |
| TSM | TAIWAN SEMICONDUCTOR | 2,554 | $207K | 0.0% | $81.05 | $75.99 | +6.7% | ADS | 874039100 |
| F | FORD MTR CO DEL | 24,640 | $164K | 0.0% | $6.66 * | $4.45 | +13.5% | COM | 345370860 |