Overland Park, KSCIK 20722642 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
53 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 33.1K | $22.68M | 22.6% | −975 | Reduced |
| 2 | American Centy ETF Tr | 199.1K | $15.08M | 15.0% | −2.2K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 12.9K | $8.80M | 8.8% | −2.8K | Reduced |
| 4 | J P Morgan Exchange Traded F |
| 111.8K |
| $8.37M |
| 8.3% |
| +683 |
| Added |
| 5 | Fidelity Covington Trust | 134.6K | $7.38M | 7.4% | −2.2K | Reduced |
| 6 | Ishares Tr | 24.7K | $6.83M | 6.8% | −919 | Reduced |
| 7 | Microsoft Corp | 8.9K | $4.32M | 4.3% | 0 | Held |
| 8 | Eli Lilly & Co | 3.3K | $3.60M | 3.6% | −4 | Reduced |
| 9 | Spdr S&P Midcap 400 ETF Tr | 5.2K | $3.13M | 3.1% | −593 | Reduced |
| 10 | Caterpillar Inc | 3.3K | $1.87M | 1.9% | 0 | Held |
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