Disclosed positions
| APPLE INC | AAPL | COM | $1,236,794,952 | 4,274,243 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,031,003,341 | 5,152,698 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $953,737,976 | 2,668,769 | SH | None |
| MICROSOFT CORP | MSFT | COM | $810,252,245 | 2,172,142 | SH | None |
| AMAZON COM INC | AMZN | COM | $622,971,423 | 2,613,793 | SH | None |
| BROADCOM INC | AVGO | COM | $542,889,833 | 1,437,167 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $424,814,437 | 1,297,817 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $370,723,512 | 496,436 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $356,791,415 | 476,427 | SH | None |
| COMMERCE BANCSHARES INC | CBSH | COM | $316,009,732 | 5,472,030 | SH | None |
| ISHARES TR | IWS | RUS MDCP VAL ETF | $314,840,460 | 1,912,761 | SH | None |
| CATERPILLAR INC | CAT | COM | $287,936,181 | 270,388 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $274,576,275 | 777,110 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $255,018,973 | 1,219,953 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $251,552,459 | 990,481 | SH | None |
| ELI LILLY & CO | LLY | COM | $235,389,336 | 196,251 | SH | None |
| VISA INC | V | COM CL A | $234,780,604 | 684,312 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $226,653,869 | 1,657,796 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $224,196,509 | 1,805,561 | SH | None |
| ISHARES TR | IWP | RUS MD CP GR ETF | $223,062,223 | 1,523,545 | SH | None |
| META PLATFORMS INC | META | CL A | $220,195,130 | 390,909 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $209,289,886 | 1,427,236 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $206,737,241 | 688,092 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $201,307,855 | 590,311 | SH | None |
| UNITED PARCEL SVCS INC | UPS | CL B | $187,115,287 | 1,740,607 | SH | None |
| ISHARES TR | IBB | ISHARES BIOTECH | $172,942,620 | 909,315 | SH | None |
| NVENT ELEC PLC | NVT | SHS | $163,138,530 | 961,845 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $160,908,790 | 663,733 | SH | None |
| MERCK & CO INC | MRK | COM | $159,152,132 | 1,238,538 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $158,802,440 | 1,439,471 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $142,027,131 | 1,618,174 | SH | None |
| UNION PAC CORP | UNP | COM | $140,903,888 | 518,029 | SH | None |
| PARKER-HANNIFIN CORP | PH | COM | $140,612,575 | 143,758 | SH | None |
| MCDONALDS CORP | MCD | COM | $139,640,795 | 516,595 | SH | None |
| WALMART INC | WMT | COM | $139,388,061 | 1,230,691 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $139,127,434 | 278,038 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $136,925,531 | 370,029 | SH | None |
| ABBVIE INC | ABBV | COM | $134,611,546 | 534,937 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $134,281,656 | 195,515 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $127,765,579 | 254,838 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $123,634,069 | 1,735,215 | SH | None |
| RTX CORPORATION | RTX | COM | $121,313,302 | 639,400 | SH | None |
| LOWES COS INC | LOW | COM | $117,036,311 | 530,801 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $110,251,688 | 117,857 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $107,528,966 | 262,586 | SH | None |
| SELECT SECTOR SPDR TR | XLB | ST STR MATER ETF | $105,004,969 | 2,065,807 | SH | None |
| MCKESSON CORP | MCK | COM | $103,886,688 | 137,489 | SH | None |
| HOME DEPOT INC | HD | COM | $103,689,682 | 294,005 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $102,764,720 | 176,903 | SH | None |
| AMERICAN ELEC PWR CO INC | AEP | COM | $100,820,077 | 736,935 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 6 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.