Q4 2025 Holdings
Filed 2026-02-13 | 3132 holdings | $7.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| UMB Finl Corp(UMBF) | COM | 902788108 | $553.3M | 4,809,824 | 7.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $472.5M | 689,788 | 6.3% |
| Apple Inc(AAPL) | COM | 037833100 | $333.6M | 1,226,949 | 4.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $252.1M | 521,247 | 3.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $249.7M | 1,338,897 | 3.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $228.4M | 729,683 | 3.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $173.0M | 499,934 | 2.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $156.7M | 679,088 | 2.1% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $143.2M | 444,320 | 1.9% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $120.2M | 1,820,602 | 1.6% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $115.2M | 1,287,524 | 1.5% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $109.4M | 145 | 1.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $98.5M | 196,023 | 1.3% |
| Progressive Corp(PGR) | COM | 743315103 | $98.4M | 432,009 | 1.3% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $93.0M | 965,862 | 1.2% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $84.5M | 78,640 | 1.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $82.5M | 169,023 | 1.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $80.1M | 121,307 | 1.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $77.6M | 89,959 | 1.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $77.1M | 372,325 | 1.0% |
| Walmart Inc(WMT) | COM | 931142103 | $74.1M | 664,814 | 1.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $73.7M | 386,078 | 1.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $73.6M | 479,097 | 1.0% |
| Ishares TR(GVI) | INTRM GOV CR ETF | 464288612 | $72.0M | 670,953 | 1.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $69.1M | 575,314 | 0.9% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $66.6M | 116,670 | 0.9% |
| Tesla Inc(TSLA) | COM | 88160R101 | $65.4M | 145,431 | 0.9% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $60.4M | 966,458 | 0.8% |
| Chevron Corp New(CVX) | COM | 166764100 | $58.8M | 385,654 | 0.8% |
| Visa Inc(V) | COM CL A | 92826C839 | $57.2M | 163,046 | 0.8% |
| Home Depot Inc(HD) | COM | 437076102 | $56.4M | 164,046 | 0.8% |
| Amphenol Corp New(APH) | CL A | 032095101 | $49.7M | 367,694 | 0.7% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $49.1M | 408,404 | 0.7% |
| Vaneck ETF Trust(ITM) | INTRMDT MUNI ETF | 92189H201 | $48.3M | 1,024,052 | 0.6% |
| J P Morgan Exchange Traded F(JQUA) | US QUALTY FCTR | 46641Q761 | $47.4M | 750,679 | 0.6% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $47.0M | 191,055 | 0.6% |
| Ishares TR(QUAL) | MSCI USA QLT FCT | 46432F339 | $44.8M | 225,611 | 0.6% |
| BlackRock Inc(BLK) | COM | 09290D101 | $42.7M | 39,915 | 0.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $41.9M | 133,542 | 0.6% |
| Procter and Gamble Co(PG) | COM | 742718109 | $41.3M | 288,239 | 0.5% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $41.3M | 452,257 | 0.5% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $40.6M | 132,920 | 0.5% |
| Bank America Corp(BAC) | COM | 060505104 | $40.4M | 733,919 | 0.5% |
| Parker-Hannifin Corp(PH) | COM | 701094104 | $39.2M | 44,544 | 0.5% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $37.9M | 531,265 | 0.5% |
| Abbott Labs(ABT) | COM | 002824100 | $37.9M | 302,157 | 0.5% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $37.8M | 470,691 | 0.5% |
| Caterpillar Inc(CAT) | COM | 149123101 | $37.0M | 64,643 | 0.5% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $36.1M | 113,421 | 0.5% |
| Linde PLC(LIN) | SHS | G54950103 | $35.9M | 84,110 | 0.5% |