Overland Park, KSCIK 17752104 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
273 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 30.7K | $14.75M | 2.8% | −196 | Reduced |
| 2 | Blackrock Enhanced Intl Div | 2.25M | $13.52M | 2.6% | +202.0K | Added |
| 3 | Apple Inc | 50.1K | $12.67M | 2.4% | −485 | Reduced |
| 4 | Dimensional ETF Trust |
| 296.8K |
| $12.11M |
| 2.3% |
| +200 |
| Added |
| 5 | Royce Small Cap Trust Inc | 642.7K | $11.29M | 2.1% | −36.5K | Reduced |
| 6 | American Centy ETF Tr | 95.6K | $10.39M | 2.0% | +4.7K | Added |
| 7 | Alphabet Inc | 30.0K | $9.85M | 1.9% | +65 | Added |
| 8 | Dimensional ETF Trust | 124.2K | $9.27M | 1.8% | +1.1K | Added |
| 9 | Jefferies Finl Group Inc | 146.2K | $9.23M | 1.8% | +21 | Added |
| 10 | Adams Diversified Equity Fd | 385.3K | $8.97M | 1.7% | −61.1K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio