Location: Kansas City, MO
CIK: 0001534561 · Show all filings
Period: Q4 2020 (← Previous) (Next →)
Filing Date: Jan 25, 2021
Total Value: $1.727B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP I | 639,375 | $224M | 13.0% | $350.68 * | $243.79 | +32.6% | COM | 91324P102 |
| CNC | CENTENE CORP DEL | 2,877,412 | $173M | 10.0% | $60.03 | $57.72 | +4.0% | COM | 15135B101 |
| ELAN | ELANCO ANIMAL HEALTH | 5,238,569 | $161M | 9.3% | $30.67 | $26.95 | +13.8% | COM | 28414H103 |
| AAPL | APPLE INC | 1,071,390 | $142M | 8.2% | $132.69 * | $88.49 | +46.0% | COM | 037833100 |
| ORLY | OREILLY AUTOMOTIVE I | 229,777 | $104M | 6.0% | $452.57 * | $25.85 | +16.7% | COM | 67103H107 |
| Z | ZILLOW GROUP INC | 738,398 | $95.84M | 5.6% | $129.80 | $40.28 | +222.2% | COM | 98954M200 |
| GOOG | ALPHABET INC | 54,500 | $95.48M | 5.5% | $1751.87 * | $63.14 | +37.7% | COM | 02079K107 |
| EA | ELECTRONIC ARTS INC | 514,239 | $73.84M | 4.3% | $143.60 * | $100.64 | +38.9% | COM | 285512109 |
| HUM | HUMANA INC | 132,522 | $54.37M | 3.1% | $410.27 * | $288.71 | +35.7% | COM | 444859102 |
| MSFT | MICROSOFT CORP | 189,687 | $42.19M | 2.4% | $222.42 * | $147.19 | +45.0% | COM | 594918104 |
| AMZN | AMAZON COM INC | 11,312 | $36.84M | 2.1% | $3256.90 * | $82.13 | +98.3% | COM | 023135106 |
| WFC | WELLS FARGO CO NEW | 1,023,108 | $30.88M | 1.8% | $30.18 * | $21.83 | +23.2% | COM | 949746101 |
| CHTR | CHARTER COMMUNICATIO | 31,839 | $21.06M | 1.2% | $661.55 | $354.74 | +86.5% | COM | 16119P108 |
| IWM | ISHARES TR RUSSELL 2000 | 102,900 | $20.18M | 1.2% | $196.06 | $140.70 | +39.3% | ETF | 464287655 |
| C | CITIGROUP INC | 306,978 | $18.93M | 1.1% | $61.66 * | $42.42 | +21.6% | COM | 172967424 |
| LVS | LAS VEGAS SANDS CORP | 290,335 | $17.3M | 1.0% | $59.60 * | $45.91 | +23.9% | COM | 517834107 |
| — | BLACK KNIGHT INC | 194,092 | $17.15M | 1.0% | $88.35 | $88.35 | — | COM | 09215C105 |
| JPM | JPMORGAN CHASE & CO | 134,496 | $17.09M | 1.0% | $127.07 * | $84.96 | +31.4% | COM | 46625H100 |
| LBRDK | LIBERTY BROADBAND COM SER C | 106,325 | $16.84M | 1.0% | $158.37 * | $92.42 | +60.4% | COM | 530307305 |
| CMCSA | COMCAST CORP NEW | 290,683 | $15.23M | 0.9% | $52.40 * | $32.76 | +39.1% | COM | 20030N101 |
| SBUX | STARBUCKS CORP | 127,497 | $13.64M | 0.8% | $106.98 * | $48.17 | +98.4% | COM | 855244109 |
| CSGP | COSTAR GROUP INC | 14,259 | $13.18M | 0.8% | $924.26 * | $45.12 | +104.8% | COM | 22160N109 |
| — | AMERICAN WELL CORP | 500,230 | $12.67M | 0.7% | $25.33 | $29.64 | — | COM | 03044L105 |
| LLY | LILLY ELI & CO | 74,338 | $12.55M | 0.7% | $168.84 * | $74.53 | +115.0% | COM | 532457108 |
| NXPI | NXP SEMICONDUCTORS N | 75,106 | $11.94M | 0.7% | $159.02 * | $77.63 | +87.7% | COM | N6596X109 |
| PAYX | PAYCHEX INC | 127,612 | $11.89M | 0.7% | $93.18 * | $59.15 | +36.8% | COM | 704326107 |
| BX | BLACKSTONE GROUP INC | 181,742 | $11.78M | 0.7% | $64.81 * | $39.89 | +36.7% | COM | 09260D107 |
| WMT | WALMART INC | 80,003 | $11.53M | 0.7% | $144.14 * | $37.72 | +19.0% | COM | 931142103 |
| LOW | LOWES COS INC | 71,645 | $11.5M | 0.7% | $160.51 * | $70.10 | +108.9% | COM | 548661107 |
| NKE | NIKE INC | 80,390 | $11.37M | 0.7% | $141.47 * | $86.25 | +52.7% | COM | 654106103 |
| PG | PROCTER AND GAMBLE C | 80,107 | $11.15M | 0.6% | $139.14 * | $63.87 | +92.2% | COM | 742718109 |
| CRM | SALESFORCE COM INC | 50,084 | $11.14M | 0.6% | $222.53 | $216.28 | +1.7% | COM | 79466L302 |
| ADNT | ADIENT PLC | 303,342 | $10.55M | 0.6% | $34.77 | $28.19 | +23.3% | COM | G0084W101 |
| IWO | ISHARES TR RUS 200 GRW | 35,350 | $10.13M | 0.6% | $286.70 | $185.30 | +54.7% | ETF | 464287648 |
| UPS | UNITED PARCEL SERVIC | 59,818 | $10.07M | 0.6% | $168.39 * | $70.37 | +94.7% | COM | 911312106 |
| HON | HONEYWELL INTL INC | 47,164 | $10.03M | 0.6% | $212.70 * | $84.61 | +114.0% | COM | 438516106 |
| TXN | TEXAS INSTRS INC | 60,839 | $9.986M | 0.6% | $164.14 * | $88.93 | +60.1% | COM | 882508104 |
| CCI | CROWN CASTLE INTL CO | 61,298 | $9.758M | 0.6% | $159.19 * | $92.76 | +36.1% | COM | 22822V101 |
| RTX | RAYTHEON TECHNOLOGIE | 135,388 | $9.682M | 0.6% | $71.51 * | $54.54 | +16.9% | COM | 75513E101 |
| VEEV | VEEVA SYS INC | 33,746 | $9.187M | 0.5% | $272.24 | $79.73 | +241.5% | COM | 922475108 |
| PEP | PEPSICO INC | 61,533 | $9.125M | 0.5% | $148.29 * | $75.74 | +67.8% | COM | 713448108 |
| MCD | MCDONALDS CORP | 41,337 | $8.87M | 0.5% | $214.58 * | $89.75 | +113.3% | COM | 580135101 |
| TROW | PRICE T ROWE GROUP I | 57,771 | $8.746M | 0.5% | $151.39 * | $56.40 | +115.6% | COM | 74144T108 |
| VZ | VERIZON COMMUNICATIO | 147,942 | $8.692M | 0.5% | $58.75 * | $31.38 | +38.8% | COM | 92343V104 |
| CSCO | CISCO SYS INC | 190,836 | $8.54M | 0.5% | $44.75 * | $34.71 | +10.6% | COM | 17275R102 |
| JNJ | JOHNSON & JOHNSON | 52,104 | $8.2M | 0.5% | $157.38 * | $92.38 | +47.8% | COM | 478160104 |
| OGE | OGE ENERGY CORP | 253,181 | $8.066M | 0.5% | $31.86 | $31.48 | +1.2% | COM | 670837103 |
| EPD | ENTERPRISE PRODS PAR | 395,209 | $7.742M | 0.4% | $19.59 | $24.02 | — | COM | 293792107 |
| LMT | LOCKHEED MARTIN CORP | 21,501 | $7.632M | 0.4% | $354.96 * | $218.96 | +41.3% | COM | 539830109 |
| INTC | INTEL CORP | 138,497 | $6.9M | 0.4% | $49.82 * | $31.79 | +41.7% | COM | 458140100 |
| ISRG | INTUITIVE SURGICAL I | 8,182 | $6.694M | 0.4% | $818.14 * | $232.31 | +17.4% | COM | 46120E602 |
| SPGI | S&P GLOBAL INC | 19,994 | $6.573M | 0.4% | $328.75 * | $261.77 | +20.5% | COM | 78409V104 |
| IJR | ISHARES TR CORE S&P SCP | 66,060 | $6.071M | 0.4% | $91.90 | $81.30 | +13.0% | ETF | 464287804 |
| — | CROSSFIRST BANKSHARE | 350,878 | $3.772M | 0.2% | $10.75 | $8.40 | — | COM | 22766M109 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | 15,190 | $2.957M | 0.2% | $194.67 | $146.94 | +32.5% | ETF | 922908769 |
| — | TWITTER INC | 54,000 | $2.924M | 0.2% | $54.15 | $44.50 | — | COM | 90184L102 |
| CFFN | CAPITOL FED FINL INC | 200,000 | $2.5M | 0.1% | $12.50 * | $5.66 | +54.8% | COM | 14057J101 |
| NVDA | NVIDIA CORPORATION | 3,196 | $1.669M | 0.1% | $522.22 * | $5.35 | +143.1% | COM | 67066G104 |
| VYM | VANGUARD WHITEHALL HIGH DIV YLD | 17,777 | $1.627M | 0.1% | $91.52 | $76.64 | +19.4% | ETF | 921946406 |
| COST | COSTCO WHSL CORP NEW | 3,628 | $1.367M | 0.1% | $376.79 * | $238.88 | +49.2% | COM | 22160K105 |
| MA | MASTERCARD INCORPORA | 3,600 | $1.285M | 0.1% | $356.94 * | $231.73 | +49.7% | COM | 57636Q104 |
| SPYM | SPDR SERIES TRUST PRTFLO S&P 500 | 23,288 | $1.024M | 0.1% | $43.97 | $32.54 | +35.1% | ETF | 78464A854 |
| V | VISA INC | 4,517 | $988K | 0.1% | $218.73 * | $149.25 | +41.3% | COM | 92826C839 |
| FLRN | SPDR SERIES TRUST BLOOMBERG BRC | 29,694 | $908K | 0.1% | $30.58 | $30.65 | -0.2% | ETF | 78468R200 |
| VTWO | VANGUARD SCOTTSDALE RUS2000IDX | 4,533 | $717K | 0.0% | $158.17 * | $67.83 | +16.7% | ETF | 92206C664 |
| DVY | ISHARES TR SELECT DIVD ETF | 4,473 | $430K | 0.0% | $96.13 | $79.04 | +21.7% | ETF | 464287168 |
| VEU | VANGUARD INTL EQUITY ALL WRLD EX US | 6,177 | $360K | 0.0% | $58.28 | $46.72 | +24.9% | ETF | 922042775 |
| SPDW | SPDR INDEX SHS FDS PORTFOLIO DEVLPD | 10,308 | $348K | 0.0% | $33.76 | $31.62 | +6.7% | ETF | 78463X889 |
| BND | VANGUARD BD INDEX FD TOTAL BND MRKT | 3,710 | $327K | 0.0% | $88.14 | $81.77 | +7.9% | ETF | 921937835 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | 813 | $279K | 0.0% | $343.17 | $222.78 | +54.3% | ETF | 922908363 |
| SPEM | SPDR INDEX SHS FDS PORTFOLIO EMG MKT | 6,376 | $269K | 0.0% | $42.19 | $36.47 | +15.6% | ETF | 78463X509 |
| DIS | DISNEY WALT CO | 1,480 | $268K | 0.0% | $181.08 * | $101.21 | +74.9% | COM | 254687106 |
| SPSM | SPDR SER TR PORTFOLIO S&P600 | 5,668 | $203K | 0.0% | $35.82 | $31.41 | +14.0% | ETF | 78468R853 |