0001534561-23-000005.txt : 20231025 0001534561-23-000005.hdr.sgml : 20231025 20231025112317 ACCESSION NUMBER: 0001534561-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231025 DATE AS OF CHANGE: 20231025 EFFECTIVENESS DATE: 20231025 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: 231344616 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 09-30-2023 09-30-2023 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 10-25-2023 0 65 763130 false INFORMATION TABLE 2 Vantage3Q23Upload.xml ALPHABET INC COM 02079K107 30208 229111 SH SOLE 0 0 229111 AMAZON COM INC COM 023135106 5866 46148 SH SOLE 0 0 46148 APPLE INC COM 037833100 28433 166073 SH SOLE 0 0 166073 BLACKSTONE INC COM 09260D107 14447 134838 SH SOLE 0 0 134838 BOEING CO COM 097023105 9584 50000 SH SOLE 0 0 50000 CAPITOL FED FINL INC COM 14057J101 954 200000 SH SOLE 0 0 200000 CENTENE CORP DEL COM 15135B101 29859 433492 SH SOLE 0 0 433492 CHENIERE ENERGY INC COM 16411R208 3070 18500 SH SOLE 0 0 18500 CHEVRON CORP NEW COM 166764100 43428 257547 SH SOLE 0 0 257547 CHIPOTLE MEXICAN GRILL INC COM 169656105 21984 12001 SH SOLE 0 0 12001 CISCO SYS INC COM 17275R102 13584 252671 SH SOLE 0 0 252671 COSTAR GROUP INC COM 22160N109 14394 187196 SH SOLE 0 0 187196 COSTCO WHSL CORP NEW COM 22160K105 5076 8985 SH SOLE 0 0 8985 CROWN CASTLE INC COM 22822V101 10548 114614 SH SOLE 0 0 114614 DIAMONDBACK ENERGY INC COM 25278X109 14413 93059 SH SOLE 0 0 93059 DISNEY WALT CO COM 254687106 24555 302967 SH SOLE 0 0 302967 ELI LILLY & CO COM 532457108 16712 31114 SH SOLE 0 0 31114 EQT CORP COM 26884L109 17819 439115 SH SOLE 0 0 439115 FASTENAL CO COM 311900104 12484 228473 SH SOLE 0 0 228473 FLOOR & DECOR HLDGS INC CL A 339750101 18964 209550 SH SOLE 0 0 209550 HONEYWELL INTL INC COM 438516106 11846 64123 SH SOLE 0 0 64123 HUMANA INC COM 444859102 5187 10662 SH SOLE 0 0 10662 INTUITIVE SURGICAL INC COM 46120E602 5429 18573 SH SOLE 0 0 18573 ISHARES TR ETF 464287168 492 4573 SH SOLE 0 0 4573 JPMORGAN CHASE & CO COM 46625H100 13514 93188 SH SOLE 0 0 93188 LAUDER ESTEE COS INC COM 518439104 3677 25439 SH SOLE 0 0 25439 LOCKHEED MARTIN CORP COM 539830109 11755 28744 SH SOLE 0 0 28744 LOWES COS INC COM 548661107 12159 58503 SH SOLE 0 0 58503 LUMINAR TECHNOLOGIES INC COM 550424105 17449 3834994 SH SOLE 0 0 3834994 MASTERCARD INCORPORATED COM 57636Q104 4559 11515 SH SOLE 0 0 11515 MCDONALDS CORP COM 580135101 13685 51946 SH SOLE 0 0 51946 MICROSOFT CORP COM 594918104 24349 77116 SH SOLE 0 0 77116 MONOLITHIC PWR SYS INC COM 609839105 19721 42686 SH SOLE 0 0 42686 NEXTERA ENERGY INC COM 65339F101 8712 152064 SH SOLE 0 0 152064 NIKE INC COM 654106103 26233 274343 SH SOLE 0 0 274343 NORTHROP GRUMMAN CORP COM 666807102 13298 30210 SH SOLE 0 0 30210 NOVO-NORDISK A S ADR 670100205 27985 307732 SH SOLE 0 0 307732 NVIDIA CORPORATION COM 67066G104 6691 15382 SH SOLE 0 0 15382 NXP SEMICONDUCTORS N V COM N6596X109 4784 23930 SH SOLE 0 0 23930 OREILLY AUTOMOTIVE INC COM 67103H107 25294 27830 SH SOLE 0 0 27830 PAYCHEX INC COM 704326107 12369 107252 SH SOLE 0 0 107252 PEPSICO INC COM 713448108 12706 74988 SH SOLE 0 0 74988 PRICE T ROWE GROUP INC COM 74144T108 11591 110532 SH SOLE 0 0 110532 RTX CORPORATION COM 75513E101 10835 150543 SH SOLE 0 0 150543 S&P GLOBAL INC COM 78409V104 532 1456 SH SOLE 0 0 1456 SHERWIN WILLIAMS CO COM 824348106 4609 18070 SH SOLE 0 0 18070 SNOWFLAKE INC COM 833445109 4352 28488 SH SOLE 0 0 28488 SOUTHERN COPPER CORP COM 84265V105 12723 168984 SH SOLE 0 0 168984 SPDR INDEX SHS FDS PORTFOLIO DEVLPD ETF 78463X889 324 10448 SH SOLE 0 0 10448 SPDR INDEX SHS FDS PORTFOLIO EMG MKT ETF 78463X509 243 7240 SH SOLE 0 0 7240 SPDR S&P 500 ETF TR ETF 78462F103 410 959 SH SOLE 0 0 959 SPDR SERIES TRUST BLOOMBERG BRC ETF 78468R200 756 24607 SH SOLE 0 0 24607 SPDR SER TR PRTFLO S&P 500 HI ETF 78468R788 302 8617 SH SOLE 0 0 8617 SPDR SERIES TRUST PRTFLO S&P 500 ETF 78464A854 1423 28305 SH SOLE 0 0 28305 SPDR SER TR PORTFOLIO S&P600 ETF 78468R853 315 8530 SH SOLE 0 0 8530 STARBUCKS CORP COM 855244109 11832 129639 SH SOLE 0 0 129639 TEXAS INSTRS INC COM 882508104 11577 72808 SH SOLE 0 0 72808 UNITED PARCEL SERVICE INC COM 911312106 11539 74030 SH SOLE 0 0 74030 UNITEDHEALTH GROUP INC COM 91324P102 42515 84324 SH SOLE 0 0 84324 VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 432 2034 SH SOLE 0 0 2034 VANGUARD INTL EQUITY ALL WRLD EX US ETF 922042775 294 5669 SH SOLE 0 0 5669 VANGUARD WHITEHALL HIGH DIV YLD ETF 921946406 935 9052 SH SOLE 0 0 9052 VISA INC COM 92826C839 4756 20678 SH SOLE 0 0 20678 WARNER BROS DISCOVERY INC COM 934423104 9611 885000 SH SOLE 0 0 885000 WILLIAMS COS INC COM 969457100 2948 87500 SH SOLE 0 0 87500