0001534561-23-000004.txt : 20230724 0001534561-23-000004.hdr.sgml : 20230724 20230724161502 ACCESSION NUMBER: 0001534561-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230724 DATE AS OF CHANGE: 20230724 EFFECTIVENESS DATE: 20230724 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vantage Investment Partners, LLC CENTRAL INDEX KEY: 0001534561 IRS NUMBER: 611444535 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14607 FILM NUMBER: 231105185 BUSINESS ADDRESS: STREET 1: 4900 MAIN STREET STREET 2: SUITE 410 CITY: KANSAS CITY STATE: MO ZIP: 64112 BUSINESS PHONE: 816-569-1373 MAIL ADDRESS: STREET 1: 4900 MAIN STREET STREET 2: SUITE 410 CITY: KANSAS CITY STATE: MO ZIP: 64112 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001534561 XXXXXXXX 06-30-2023 06-30-2023 Vantage Investment Partners, LLC

4900 MAIN STREET SUITE 410 KANSAS CITY MO 64112

13F HOLDINGS REPORT 028-14607 N John G Woolway 816-569-1373 John G Woolway Kansas City MO 07-24-2023 0 65 771973 false INFORMATION TABLE 2 Vantage2Q23Upload.xml ACTIVISION BLIZZARD INC COM 00507V109 11259 133564 SH SOLE 0 0 133564 ALPHABET INC COM 02079K107 34805 287716 SH SOLE 0 0 287716 AMAZON COM INC COM 023135106 6016 46148 SH SOLE 0 0 46148 APPLE INC COM 037833100 38356 197743 SH SOLE 0 0 197743 BLACKSTONE INC COM 09260D107 12221 131452 SH SOLE 0 0 131452 BOEING CO COM 097023105 10558 50000 SH SOLE 0 0 50000 CAPITOL FED FINL INC COM 14057J101 1234 200000 SH SOLE 0 0 200000 CENTENE CORP DEL COM 15135B101 26302 389944 SH SOLE 0 0 389944 CHEVRON CORP NEW COM 166764100 40525 257547 SH SOLE 0 0 257547 CHIPOTLE MEXICAN GRILL INC COM 169656105 22297 10424 SH SOLE 0 0 10424 CISCO SYS INC COM 17275R102 12486 241331 SH SOLE 0 0 241331 COSTAR GROUP INC COM 22160N109 6976 78382 SH SOLE 0 0 78382 COSTCO WHSL CORP NEW COM 22160K105 3985 7401 SH SOLE 0 0 7401 CROWN CASTLE INC COM 22822V101 11400 100055 SH SOLE 0 0 100055 DIAMONDBACK ENERGY INC COM 25278X109 11523 87720 SH SOLE 0 0 87720 DISNEY WALT CO COM 254687106 26203 293488 SH SOLE 0 0 293488 FASTENAL CO COM 311900104 12872 218214 SH SOLE 0 0 218214 FLOOR & DECOR HLDGS INC CL A 339750101 20834 200406 SH SOLE 0 0 200406 HONEYWELL INTL INC COM 438516106 11890 57302 SH SOLE 0 0 57302 HUMANA INC COM 444859102 4226 9452 SH SOLE 0 0 9452 INTUITIVE SURGICAL INC COM 46120E602 6351 18573 SH SOLE 0 0 18573 ISHARES TR SELECT DIVD ETF ETF 464287168 518 4573 SH SOLE 0 0 4573 JOHNSON & JOHNSON COM 478160104 8192 49492 SH SOLE 0 0 49492 JPMORGAN CHASE & CO COM 46625H100 12726 87503 SH SOLE 0 0 87503 LAUDER ESTEE COS INC COM 518439104 4187 21322 SH SOLE 0 0 21322 LILLY ELI & CO COM 532457108 14284 30458 SH SOLE 0 0 30458 LOCKHEED MARTIN CORP COM 539830109 12140 26369 SH SOLE 0 0 26369 LOWES COS INC COM 548661107 12599 55820 SH SOLE 0 0 55820 LUMINAR TECHNOLOGIES INC COM 550424105 26385 3834994 SH SOLE 0 0 3834994 MASTERCARD INCORPORATED COM 57636Q104 3842 9769 SH SOLE 0 0 9769 MCDONALDS CORP COM 580135101 13410 44938 SH SOLE 0 0 44938 MICROSOFT CORP COM 594918104 28831 84662 SH SOLE 0 0 84662 MONOLITHIC PWR SYS INC COM 609839105 22044 40805 SH SOLE 0 0 40805 NIKE INC COM 654106103 22339 202403 SH SOLE 0 0 202403 NORTHROP GRUMMAN CORP COM 666807102 4058 8904 SH SOLE 0 0 8904 NOVO-NORDISK A S ADR 670100205 26105 161311 SH SOLE 0 0 161311 NVIDIA CORPORATION COM 67066G104 6009 14205 SH SOLE 0 0 14205 NXP SEMICONDUCTORS N V COM N6596X109 4366 21330 SH SOLE 0 0 21330 OREILLY AUTOMOTIVE INC COM 67103H107 23235 24322 SH SOLE 0 0 24322 PAYCHEX INC COM 704326107 11417 102059 SH SOLE 0 0 102059 PEPSICO INC COM 713448108 12794 69077 SH SOLE 0 0 69077 PRICE T ROWE GROUP INC COM 74144T108 11320 101053 SH SOLE 0 0 101053 RAYTHEON TECHNOLOGIES CORP COM 75513E101 12750 130160 SH SOLE 0 0 130160 SCHWAB CHARLES CORP COM 808513105 13227 233358 SH SOLE 0 0 233358 SHERWIN WILLIAMS CO COM 824348106 4166 15690 SH SOLE 0 0 15690 SNOWFLAKE INC COM 833445109 4358 24762 SH SOLE 0 0 24762 SOUTHERN COPPER CORP COM 84265V105 11486 160101 SH SOLE 0 0 160101 SPDR INDEX SHS FDS PORTFOLIO DEVLPD ETF 78463X889 272 8373 SH SOLE 0 0 8373 SPDR S&P 500 ETF TR ETF 78462F103 422 952 SH SOLE 0 0 952 SPDR SERIES TRUST BLOOMBERG BRC ETF 78468R200 755 24607 SH SOLE 0 0 24607 SPDR SER TR PRTFLO S&P 500 HI ETF 78468R788 253 6817 SH SOLE 0 0 6817 SPDR SERIES TRUST PRTFLO S&P 500 ETF 78464A854 1350 25905 SH SOLE 0 0 25905 SPDR SER TR PORTFOLIO S&P600 ETF 78468R853 267 6878 SH SOLE 0 0 6878 STARBUCKS CORP COM 855244109 11547 116561 SH SOLE 0 0 116561 STELLANTIS N.V SHS N82405106 13025 742610 SH SOLE 0 0 742610 TEXAS INSTRS INC COM 882508104 11728 65149 SH SOLE 0 0 65149 UNITED PARCEL SERVICE INC COM 911312106 12146 67761 SH SOLE 0 0 67761 UNITEDHEALTH GROUP INC COM 91324P102 35733 74345 SH SOLE 0 0 74345 VANGUARD INDEX FDS TOTAL BND MRKT ETF 921937835 207 2847 SH SOLE 0 0 2847 VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 448 2034 SH SOLE 0 0 2034 VANGUARD INTL EQUITY ALL WRLD EX US ETF 922042775 308 5669 SH SOLE 0 0 5669 VANGUARD WHITEHALL HIGH DIV YLD ETF 921946406 960 9052 SH SOLE 0 0 9052 VERIZON COMMUNICATIONS INC COM 92343V104 7940 213496 SH SOLE 0 0 213496 VISA INC COM 92826C839 4407 18559 SH SOLE 0 0 18559 WARNER BROS DISCOVERY INC COM 934423104 11098 885000 SH SOLE 0 0 885000