Q1 2025 Holdings
Filed 2025-05-08 | 319 holdings | $179.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $6.3M | 58,052 | 3.5% |
| West Bancorporation Inc(WTBA) | CAP STK | 95123P106 | $5.2M | 262,501 | 2.9% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $4.9M | 58,582 | 2.8% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $4.8M | 28,750 | 2.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.9M | 7,256 | 2.2% |
| GE Vernova Inc(GEV) | COM | 36828A101 | $3.4M | 11,170 | 1.9% |
| Walmart Inc(WMT) | COM | 931142103 | $3.2M | 36,222 | 1.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.2M | 16,580 | 1.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.0M | 7,930 | 1.7% |
| Arista Networks Inc(ANET) | COM SHS | 040413205 | $3.0M | 38,294 | 1.7% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $2.9M | 3,463 | 1.6% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $2.6M | 9,588 | 1.5% |
| Principal Exchange Traded FD(PREF) | SPECTRUM PFD | 74255Y888 | $2.6M | 136,465 | 1.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $2.5M | 2,663 | 1.4% |
| Caterpillar Inc(CAT) | COM | 149123101 | $2.3M | 6,972 | 1.3% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $2.2M | 9,115 | 1.2% |
| Sterling Infrastructure Inc(STRL) | COM | 859241101 | $2.1M | 18,736 | 1.2% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $2.0M | 4,090 | 1.1% |
| Home Depot Inc(HD) | COM | 437076102 | $2.0M | 5,417 | 1.1% |
| Parker-Hannifin Corp(PH) | COM | 701094104 | $2.0M | 3,219 | 1.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $1.9M | 11,284 | 1.1% |
| Apple Inc(AAPL) | COM | 037833100 | $1.9M | 8,636 | 1.1% |
| Deere & Co(DE) | COM | 244199105 | $1.9M | 4,066 | 1.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.9M | 8,136 | 1.1% |
| Johnson Ctls Intl PLC(JCI) | SHS | G51502105 | $1.9M | 23,674 | 1.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $1.9M | 11,168 | 1.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $1.8M | 6,930 | 1.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.8M | 9,259 | 1.0% |
| Ishares TR(IWO) | RUS 2000 GRW ETF | 464287648 | $1.8M | 7,206 | 1.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $1.8M | 32,890 | 1.0% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $1.8M | 3,414 | 1.0% |
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $1.7M | 23,573 | 0.9% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $1.7M | 32,820 | 0.9% |
| Insight Enterprises Inc(NSIT) | COM | 45765U103 | $1.6M | 10,986 | 0.9% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $1.6M | 10,396 | 0.9% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.6M | 13,355 | 0.9% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.6M | 18,439 | 0.9% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.6M | 10,162 | 0.9% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $1.6M | 25,058 | 0.9% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.5M | 9,730 | 0.8% |
| Spdr SER TR(XBI) | S&P BIOTECH | 78464A870 | $1.5M | 18,554 | 0.8% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.5M | 8,858 | 0.8% |
| Celestica Inc(CLS) | COM | 15101Q207 | $1.5M | 18,735 | 0.8% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $1.5M | 9,730 | 0.8% |
| Equinix Inc(EQIX) | COM | 29444U700 | $1.5M | 1,794 | 0.8% |
| BlackRock Inc(BLK) | COM | 09290D101 | $1.4M | 1,506 | 0.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $1.4M | 14,023 | 0.8% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $1.4M | 16,788 | 0.8% |
| National Fuel Gas Co(NFG) | COM | 636180101 | $1.4M | 17,667 | 0.8% |
| Digital Rlty TR Inc(DLR) | COM | 253868103 | $1.4M | 9,690 | 0.8% |