Q1 2026 Holdings
Filed 2026-05-11 | 3145 holdings | $7.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| UMB Finl Corp(UMBF) | COM | 902788108 | $532.8M | 4,723,573 | 7.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $470.8M | 720,762 | 6.6% |
| Apple Inc(AAPL) | COM | 037833100 | $307.3M | 1,210,735 | 4.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $232.0M | 1,330,446 | 3.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $206.9M | 719,498 | 2.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $191.2M | 516,618 | 2.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $152.0M | 729,701 | 2.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $146.6M | 473,588 | 2.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $128.7M | 437,638 | 1.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $123.1M | 1,359,924 | 1.7% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $119.3M | 1,765,898 | 1.7% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $104.1M | 145 | 1.5% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $93.8M | 964,881 | 1.3% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $89.9M | 367,699 | 1.3% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $88.1M | 88,440 | 1.2% |
| Progressive Corp(PGR) | COM | 743315103 | $85.5M | 431,450 | 1.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $78.8M | 164,465 | 1.1% |
| Chevron Corporation(CVX) | COM | 166764100 | $78.5M | 379,258 | 1.1% |
| Walmart Inc(WMT) | COM | 931142103 | $77.8M | 626,291 | 1.1% |
| TJX COS Inc New(TJX) | COM | 872540109 | $76.5M | 478,857 | 1.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $75.2M | 172,205 | 1.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $74.7M | 380,500 | 1.0% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $71.7M | 77,979 | 1.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $68.9M | 120,478 | 1.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $68.2M | 548,310 | 1.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $67.6M | 398,629 | 0.9% |
| Ishares TR(GVI) | INTRM GOV CR ETF | 464288612 | $65.4M | 613,117 | 0.9% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $62.1M | 968,323 | 0.9% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $54.3M | 108,704 | 0.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $54.0M | 145,145 | 0.8% |
| Home Depot Inc(HD) | COM | 437076102 | $53.2M | 161,783 | 0.7% |
| J P Morgan Exchange Traded F(JQUA) | US QUALTY FCTR | 46641Q761 | $53.1M | 865,784 | 0.7% |
| Caterpillar Inc(CAT) | COM | 149123101 | $48.8M | 68,895 | 0.7% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $47.5M | 191,731 | 0.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $45.4M | 150,128 | 0.6% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $43.6M | 469,444 | 0.6% |
| Linde PLC(LIN) | SHS | G54950103 | $41.8M | 84,405 | 0.6% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $41.5M | 449,410 | 0.6% |
| Procter & Gamble Co(PG) | COM | 742718109 | $41.1M | 284,840 | 0.6% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $40.9M | 131,513 | 0.6% |
| Amphenol Corp(APH) | CL A | 032095101 | $40.4M | 319,514 | 0.6% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $40.1M | 112,214 | 0.6% |
| Parker-Hannifin Corp(PH) | COM | 701094104 | $39.6M | 44,223 | 0.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $38.0M | 132,361 | 0.5% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $37.5M | 504,891 | 0.5% |
| BlackRock Inc(BLK) | COM | 09290D101 | $37.4M | 38,891 | 0.5% |
| GE Vernova Inc(GEV) | COM | 36828A101 | $36.8M | 42,141 | 0.5% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $36.8M | 527,146 | 0.5% |
| Bank America Corp(BAC) | COM | 060505104 | $35.3M | 723,806 | 0.5% |
| Welltower Inc(WELL) | COM | 95040Q104 | $34.0M | 172,083 | 0.5% |