Location: Salina, KS
CIK: 0001753219 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: May 11, 2026
Total Value: $660M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | 240,676 | $35.21M | 5.3% | $19.75 | +680.8% | CL A | 69608A108 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 563,747 | $33.28M | 5.0% | $59.93 | — | SHS | 315948109 |
| SCHO | SCHWAB STRATEGIC TR | 1,173,541 | $28.48M | 4.3% | $33.96 | — | SHT TM US TRES | 808524862 |
| IEF | ISHARES TR | 259,245 | $24.74M | 3.7% | $95.81 | — | 7-10 YR TRSY BD | 464287440 |
| TSLA | TESLA INC | 63,789 | $23.71M | 3.6% | $219.15 | +94.4% | COM | 88160R101 |
| IESC | IES HOLDINGS INC | 44,486 | $21.2M | 3.2% | $237.14 | +92.6% | COM | 44951W106 |
| VLO | VALERO ENERGY CORP | 85,234 | $21.06M | 3.2% | $92.71 | +105.0% | COM | 91913Y100 |
| NVDA | NVIDIA CORPORATION | 116,025 | $20.23M | 3.1% | $125.63 | +48.6% | COM | 67066G104 |
| AMZN | AMAZON COM INC | 86,956 | $18.11M | 2.7% | $136.86 | +65.7% | COM | 023135106 |
| XBI | SPDR SERIES TRUST | 141,504 | $18.07M | 2.7% | $93.02 | — | STATE STREET SPD | 78464A870 |
| GOOGL | ALPHABET INC | 61,853 | $17.79M | 2.7% | $183.24 | +76.4% | CAP STK CL A | 02079K305 |
| ARM | ARM HOLDINGS PLC | 114,976 | $17.39M | 2.6% | $157.83 | — | SPONSORED ADS | 042068205 |
| DUK | DUKE ENERGY CORP NEW | 123,781 | $16.21M | 2.5% | $119.86 | +0.9% | COM NEW | 26441C204 |
| AAPL | APPLE INC | 61,190 | $15.53M | 2.4% | $105.03 | +150.2% | COM | 037833100 |
| IBM | INTERNATIONAL BUSINESS MACHS | 62,945 | $15.26M | 2.3% | $237.37 | +19.6% | COM | 459200101 |
| NUE | NUCOR CORP | 84,687 | $14.32M | 2.2% | $126.75 | +40.8% | COM | 670346105 |
| RKLB | ROCKET LAB CORP | 214,508 | $13.78M | 2.1% | $24.48 | +223.9% | COM | 773121108 |
| COST | COSTCO WHOLESALE CORPORATION | 13,737 | $13.69M | 2.1% | $609.96 | +58.0% | COM | 22160K105 |
| SANM | SANMINA CORP | 104,093 | $13.49M | 2.0% | $110.52 | +41.8% | COM | 801056102 |
| CEG | CONSTELLATION ENERGY CORP | 44,184 | $12.34M | 1.9% | $266.97 | +12.8% | COM | 21037T109 |
| MPC | MARATHON PETE CORP | 48,011 | $11.72M | 1.8% | $118.89 | +55.4% | COM | 56585A102 |
| LLY | ELI LILLY & CO | 12,517 | $11.51M | 1.7% | $361.44 | +189.7% | COM | 532457108 |
| WMT | WALMART INC | 87,371 | $10.86M | 1.6% | $50.28 | +142.7% | COM | 931142103 |
| FETH | FIDELITY ETHEREUM FD | 507,843 | $10.6M | 1.6% | $18.78 | — | SHS | 31613E103 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 26,517 | $10.39M | 1.6% | $376.45 | 0.0% | ORD SHS | G7997R103 |
| VMBS | VANGUARD SCOTTSDALE FDS | 220,453 | $10.35M | 1.6% | $46.48 | — | MTG-BKD SECS ETF | 92206C771 |
| ASTS | AST SPACEMOBILE INC | 119,297 | $9.886M | 1.5% | $98.13 | 0.0% | COM CL A | 00217D100 |
| EWY | ISHARES INC | 79,695 | $9.803M | 1.5% | $123.01 | — | MSCI STH KOR ETF | 464286772 |
| CVX | CHEVRON CORPORATION | 46,708 | $9.664M | 1.5% | $147.51 | +16.5% | COM | 166764100 |
| MLI | MUELLER INDS INC | 87,100 | $9.651M | 1.5% | $42.59 | +192.1% | COM | 624756102 |
| TJX | TJX COS INC NEW | 55,504 | $8.864M | 1.3% | $114.78 | +34.4% | COM | 872540109 |
| WSM | WILLIAMS SONOMA INC | 48,025 | $8.756M | 1.3% | $207.86 | 0.0% | COM | 969904101 |
| META | META PLATFORMS INC | 15,220 | $8.708M | 1.3% | $666.84 | -1.7% | CL A | 30303M102 |
| QQQ | INVESCO QQQ TR | 13,818 | $7.975M | 1.2% | $399.22 | — | UNIT SER 1 | 46090E103 |
| AVGO | BROADCOM INC | 24,161 | $7.478M | 1.1% | $145.47 | +129.7% | COM | 11135F101 |
| LNG | CHENIERE ENERGY INC | 23,148 | $6.569M | 1.0% | $179.56 | +16.8% | COM NEW | 16411R208 |
| ISRG | INTUITIVE SURGICAL INC | 13,713 | $6.322M | 1.0% | $528.49 | -1.4% | COM NEW | 46120E602 |
| HII | HUNTINGTON INGALLS INDS INC | 16,282 | $6.186M | 0.9% | $379.51 | +8.2% | COM | 446413106 |
| TFC | TRUIST FINL CORP | 133,234 | $6.125M | 0.9% | $39.22 | +30.4% | COM | 89832Q109 |
| CAT | CATERPILLAR INC | 8,438 | $5.978M | 0.9% | $229.80 | +197.8% | COM | 149123101 |
| ABBV | ABBVIE INC | 27,419 | $5.963M | 0.9% | $100.08 | +122.4% | COM | 00287Y109 |
| BKR | BAKER HUGHES COMPANY | 96,047 | $5.864M | 0.9% | $43.81 | +28.0% | CL A | 05722G100 |
| SNA | SNAP ON INC | 15,082 | $5.478M | 0.8% | $270.20 | +37.4% | COM | 833034101 |
| WEC | WEC ENERGY GROUP INC | 41,561 | $4.812M | 0.7% | $74.26 | +48.0% | COM | 92939U106 |
| MU | MICRON TECHNOLOGY INC | 13,002 | $4.393M | 0.7% | $387.04 | 0.0% | COM | 595112103 |
| MSTR | STRATEGY INC | 31,428 | $3.922M | 0.6% | $168.03 | -12.6% | CL A NEW | 594972408 |
| NRG | NRG ENERGY INC | 26,666 | $3.897M | 0.6% | $30.60 | +417.9% | COM NEW | 629377508 |
| ALAB | ASTERA LABS INC | 33,817 | $3.706M | 0.6% | $80.75 | +95.2% | COM | 04626A103 |
| MRVL | MARVELL TECHNOLOGY INC | 34,060 | $3.374M | 0.5% | $58.52 | +38.5% | COM | 573874104 |
| FTNT | FORTINET INC | 37,615 | $3.074M | 0.5% | $55.80 | +43.3% | COM | 34959E109 |
| IVV | ISHARES TR | 3,783 | $2.471M | 0.4% | $291.99 | — | CORE S&P500 ETF | 464287200 |
| COIN | COINBASE GLOBAL INC | 13,977 | $2.441M | 0.4% | $125.12 | +60.3% | COM CL A | 19260Q107 |
| SCCO | SOUTHERN COPPER CORP | 12,660 | $2.178M | 0.3% | $87.38 | +114.4% | COM | 84265V105 |
| GEV | GE VERNOVA INC | 2,218 | $1.936M | 0.3% | $650.21 | +13.3% | COM | 36828A101 |
| CSCO | CISCO SYS INC | 23,674 | $1.837M | 0.3% | $48.87 | +59.4% | COM | 17275R102 |
| CMI | CUMMINS INC | 3,124 | $1.681M | 0.3% | $439.09 | +31.1% | COM | 231021106 |
| AEE | AMEREN CORP | 14,932 | $1.641M | 0.2% | $63.27 | +65.4% | COM | 023608102 |
| V | VISA INC | 5,429 | $1.641M | 0.2% | $187.93 | +75.2% | COM CL A | 92826C839 |
| WM | WASTE MGMT INC DEL | 6,900 | $1.586M | 0.2% | $101.61 | +122.5% | COM | 94106L109 |
| QCOM | QUALCOMM INC | 11,532 | $1.485M | 0.2% | $107.86 | +42.7% | COM | 747525103 |
| LMND | LEMONADE INC | 23,168 | $1.452M | 0.2% | $34.71 | +116.8% | COM | 52567D107 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4,180 | $1.413M | 0.2% | $161.55 | — | SPONSORED ADS | 874039100 |
| PANW | PALO ALTO NETWORKS INC | 7,045 | $1.218M | 0.2% | $157.83 | +9.1% | COM | 697435105 |
| FPEI | FIRST TR EXCH TRADED FD III | 53,362 | $1.014M | 0.2% | $19.61 | — | INSTL PFD SECS | 33739P855 |
| MSFT | MICROSOFT CORP | 2,593 | $960K | 0.1% | $181.57 | +139.4% | COM | 594918104 |
| NEM | NEWMONT CORP | 8,633 | $935K | 0.1% | $53.69 | +120.0% | COM | 651639106 |
| AMD | ADVANCED MICRO DEVICES INC | 4,061 | $826K | 0.1% | $222.71 | -0.5% | COM | 007903107 |
| DPZ | DOMINOS PIZZA INC | 2,226 | $799K | 0.1% | $377.57 | +6.2% | COM | 25754A201 |
| IBIT | ISHARES BITCOIN TRUST ETF | 19,900 | $765K | 0.1% | — | — | Call | 46438F101 |
| GD | GENERAL DYNAMICS CORP | 2,161 | $742K | 0.1% | $226.03 | +56.8% | COM | 369550108 |
| CRCL | CIRCLE INTERNET GROUP INC | 7,464 | $712K | 0.1% | $69.72 | 0.0% | COM CL A | 172573107 |
| IYW | ISHARES TR | 3,671 | $666K | 0.1% | $115.98 | — | U.S. TECH ETF | 464287721 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 1,385 | $664K | 0.1% | $322.28 | +53.1% | CL B NEW | 084670702 |
| SO | SOUTHERN CO | 6,377 | $615K | 0.1% | $47.24 | +89.6% | COM | 842587107 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 8,725 | $615K | 0.1% | $102.40 | 0.0% | COM NEW | 50077B207 |
| LOW | LOWES COS INC | 2,569 | $607K | 0.1% | $152.63 | +77.9% | COM | 548661107 |
| XOM | EXXON MOBIL CORP | 3,541 | $601K | 0.1% | $115.49 | +20.1% | COM | 30231G102 |
| TRV | TRAVELERS COMPANIES INC | 2,058 | $600K | 0.1% | $266.74 | +8.2% | COM | 89417E109 |
| MO | ALTRIA GROUP INC | 9,081 | $599K | 0.1% | $46.27 | +36.2% | COM | 02209S103 |
| CIEN | CIENA CORP | 1,500 | $582K | 0.1% | $270.92 | 0.0% | COM NEW | 171779309 |
| FIX | COMFORT SYS USA INC | 400 | $552K | 0.1% | $1196.06 | 0.0% | COM | 199908104 |
| VRT | VERTIV HOLDINGS CO | 2,000 | $501K | 0.1% | $199.85 | 0.0% | COM CL A | 92537N108 |
| LRCX | LAM RESEARCH CORP | 2,300 | $491K | 0.1% | $155.36 | +45.4% | COM NEW | 512807306 |
| DE | DEERE & CO | 819 | $461K | 0.1% | $551.35 | 0.0% | COM | 244199105 |
| CLSK | CLEANSPARK INC | 53,401 | $454K | 0.1% | $12.50 | -9.4% | COM NEW | 18452B209 |
| BTE | BAYTEX ENERGY CORP | 100,000 | $447K | 0.1% | $2.21 | +56.1% | COM | 07317Q105 |
| NFLX | NETFLIX INC. | 4,075 | $392K | 0.1% | $102.58 | -18.3% | COM | 64110L106 |
| GLD | SPDR GOLD TR | 907 | $390K | 0.1% | $236.34 | — | GOLD SHS | 78463V107 |
| MARA | MARA HOLDINGS INC | 46,045 | $376K | 0.1% | $15.86 | -41.6% | COM | 565788106 |
| VONG | VANGUARD SCOTTSDALE FDS | 3,410 | $374K | 0.1% | $78.02 | — | VNG RUS1000GRW | 92206C680 |
| GMAB | GENMAB A/S | 12,000 | $370K | 0.1% | $30.80 | — | SPONSORED ADS | 372303206 |
| NOBL | PROSHARES TR | 3,173 | $336K | 0.1% | $65.64 | — | S&P 500 DV ARIST | 74348A467 |
| SLV | ISHARES SILVER TR | 4,855 | $331K | 0.1% | $28.66 | — | ISHARES | 46428Q109 |
| MAIN | MAIN STR CAP CORP | 6,064 | $321K | 0.0% | $56.11 | +9.6% | COM | 56035L104 |
| IWP | ISHARES TR | 2,476 | $317K | 0.0% | $126.41 | — | RUS MD CP GR ETF | 464287481 |
| ADM | ARCHER DANIELS MIDLAND CO | 4,363 | $317K | 0.0% | $48.86 | +34.3% | COM | 039483102 |
| LUV | SOUTHWEST AIRLS CO | 7,604 | $286K | 0.0% | $47.34 | 0.0% | COM | 844741108 |
| UMAC | UNUSUAL MACHS INC | 22,973 | $285K | 0.0% | $14.58 | 0.0% | COM SHS | 91532F102 |
| WFRD | WEATHERFORD INTL PLC | 3,000 | $284K | 0.0% | $94.99 | 0.0% | ORD SHS | G48833118 |
| STEX | STREAMEX CORP | 247,733 | $280K | 0.0% | $3.01 | 0.0% | COM | 09073N300 |
| GDX | VANECK ETF TRUST | 2,953 | $271K | 0.0% | $85.77 | — | GOLD MINERS ETF | 92189F106 |
| ASML | ASML HLDG NV | 200 | $264K | 0.0% | $1320.83 | — | N Y REGISTRY SHS | N07059210 |
| RCAT | RED CAT HLDGS INC | 18,323 | $240K | 0.0% | $13.00 | 0.0% | COM | 75644T100 |
| SIL | GLOBAL X FDS | 2,531 | $228K | 0.0% | $90.08 | — | GLOBAL X SILVER | 37954Y848 |
| T | AT&T INC | 7,059 | $205K | 0.0% | $25.75 | 0.0% | COM | 00206R102 |
| SMH | VANECK ETF TRUST | 530 | $203K | 0.0% | $383.40 | — | SEMICONDUCTR ETF | 92189F676 |
| BITO | PROSHARES TR | 16,310 | $152K | 0.0% | $27.04 | — | BITCOIN ETF | 74347G440 |
| OPEN | OPENDOOR TECHNOLOGIES INC | 16,657 | $77,955 | 0.0% | $4.88 | +14.4% | COM | 683712103 |
| DVLT | DATAVAULT AI INC | 80,500 | $49,773 | 0.0% | $0.80 | 0.0% | COM SHS | 86633R609 |
| ONDS | ONDAS INC | 32,351 | $21,253 | 0.0% | $11.33 | 0.0% | COM NEW | 68236H204 |
| DEFT | DEFI TECHNOLOGIES INC | 32,552 | $17,985 | 0.0% | $0.84 | 0.0% | COM | 244916102 |