The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALPHABET INC | COM | 02079K107 | 30,208 | 229,111 | SH | SOLE | 0 | 0 | 229,111 | |||
AMAZON COM INC | COM | 023135106 | 5,866 | 46,148 | SH | SOLE | 0 | 0 | 46,148 | |||
APPLE INC | COM | 037833100 | 28,433 | 166,073 | SH | SOLE | 0 | 0 | 166,073 | |||
BLACKSTONE INC | COM | 09260D107 | 14,447 | 134,838 | SH | SOLE | 0 | 0 | 134,838 | |||
BOEING CO | COM | 097023105 | 9,584 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | |||
CAPITOL FED FINL INC | COM | 14057J101 | 954 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | |||
CENTENE CORP DEL | COM | 15135B101 | 29,859 | 433,492 | SH | SOLE | 0 | 0 | 433,492 | |||
CHENIERE ENERGY INC | COM | 16411R208 | 3,070 | 18,500 | SH | SOLE | 0 | 0 | 18,500 | |||
CHEVRON CORP NEW | COM | 166764100 | 43,428 | 257,547 | SH | SOLE | 0 | 0 | 257,547 | |||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 21,984 | 12,001 | SH | SOLE | 0 | 0 | 12,001 | |||
CISCO SYS INC | COM | 17275R102 | 13,584 | 252,671 | SH | SOLE | 0 | 0 | 252,671 | |||
COSTAR GROUP INC | COM | 22160N109 | 14,394 | 187,196 | SH | SOLE | 0 | 0 | 187,196 | |||
COSTCO WHSL CORP NEW | COM | 22160K105 | 5,076 | 8,985 | SH | SOLE | 0 | 0 | 8,985 | |||
CROWN CASTLE INC | COM | 22822V101 | 10,548 | 114,614 | SH | SOLE | 0 | 0 | 114,614 | |||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 14,413 | 93,059 | SH | SOLE | 0 | 0 | 93,059 | |||
DISNEY WALT CO | COM | 254687106 | 24,555 | 302,967 | SH | SOLE | 0 | 0 | 302,967 | |||
ELI LILLY & CO | COM | 532457108 | 16,712 | 31,114 | SH | SOLE | 0 | 0 | 31,114 | |||
EQT CORP | COM | 26884L109 | 17,819 | 439,115 | SH | SOLE | 0 | 0 | 439,115 | |||
FASTENAL CO | COM | 311900104 | 12,484 | 228,473 | SH | SOLE | 0 | 0 | 228,473 | |||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 18,964 | 209,550 | SH | SOLE | 0 | 0 | 209,550 | |||
HONEYWELL INTL INC | COM | 438516106 | 11,846 | 64,123 | SH | SOLE | 0 | 0 | 64,123 | |||
HUMANA INC | COM | 444859102 | 5,187 | 10,662 | SH | SOLE | 0 | 0 | 10,662 | |||
INTUITIVE SURGICAL INC | COM | 46120E602 | 5,429 | 18,573 | SH | SOLE | 0 | 0 | 18,573 | |||
ISHARES TR | ETF | 464287168 | 492 | 4,573 | SH | SOLE | 0 | 0 | 4,573 | |||
JPMORGAN CHASE & CO | COM | 46625H100 | 13,514 | 93,188 | SH | SOLE | 0 | 0 | 93,188 | |||
LAUDER ESTEE COS INC | COM | 518439104 | 3,677 | 25,439 | SH | SOLE | 0 | 0 | 25,439 | |||
LOCKHEED MARTIN CORP | COM | 539830109 | 11,755 | 28,744 | SH | SOLE | 0 | 0 | 28,744 | |||
LOWES COS INC | COM | 548661107 | 12,159 | 58,503 | SH | SOLE | 0 | 0 | 58,503 | |||
LUMINAR TECHNOLOGIES INC | COM | 550424105 | 17,449 | 3,834,994 | SH | SOLE | 0 | 0 | 3,834,994 | |||
MASTERCARD INCORPORATED | COM | 57636Q104 | 4,559 | 11,515 | SH | SOLE | 0 | 0 | 11,515 | |||
MCDONALDS CORP | COM | 580135101 | 13,685 | 51,946 | SH | SOLE | 0 | 0 | 51,946 | |||
MICROSOFT CORP | COM | 594918104 | 24,349 | 77,116 | SH | SOLE | 0 | 0 | 77,116 | |||
MONOLITHIC PWR SYS INC | COM | 609839105 | 19,721 | 42,686 | SH | SOLE | 0 | 0 | 42,686 | |||
NEXTERA ENERGY INC | COM | 65339F101 | 8,712 | 152,064 | SH | SOLE | 0 | 0 | 152,064 | |||
NIKE INC | COM | 654106103 | 26,233 | 274,343 | SH | SOLE | 0 | 0 | 274,343 | |||
NORTHROP GRUMMAN CORP | COM | 666807102 | 13,298 | 30,210 | SH | SOLE | 0 | 0 | 30,210 | |||
NOVO-NORDISK A S | ADR | 670100205 | 27,985 | 307,732 | SH | SOLE | 0 | 0 | 307,732 | |||
NVIDIA CORPORATION | COM | 67066G104 | 6,691 | 15,382 | SH | SOLE | 0 | 0 | 15,382 | |||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 4,784 | 23,930 | SH | SOLE | 0 | 0 | 23,930 | |||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 25,294 | 27,830 | SH | SOLE | 0 | 0 | 27,830 | |||
PAYCHEX INC | COM | 704326107 | 12,369 | 107,252 | SH | SOLE | 0 | 0 | 107,252 | |||
PEPSICO INC | COM | 713448108 | 12,706 | 74,988 | SH | SOLE | 0 | 0 | 74,988 | |||
PRICE T ROWE GROUP INC | COM | 74144T108 | 11,591 | 110,532 | SH | SOLE | 0 | 0 | 110,532 | |||
RTX CORPORATION | COM | 75513E101 | 10,835 | 150,543 | SH | SOLE | 0 | 0 | 150,543 | |||
S&P GLOBAL INC | COM | 78409V104 | 532 | 1,456 | SH | SOLE | 0 | 0 | 1,456 | |||
SHERWIN WILLIAMS CO | COM | 824348106 | 4,609 | 18,070 | SH | SOLE | 0 | 0 | 18,070 | |||
SNOWFLAKE INC | COM | 833445109 | 4,352 | 28,488 | SH | SOLE | 0 | 0 | 28,488 | |||
SOUTHERN COPPER CORP | COM | 84265V105 | 12,723 | 168,984 | SH | SOLE | 0 | 0 | 168,984 | |||
SPDR INDEX SHS FDS PORTFOLIO DEVLPD | ETF | 78463X889 | 324 | 10,448 | SH | SOLE | 0 | 0 | 10,448 | |||
SPDR INDEX SHS FDS PORTFOLIO EMG MKT | ETF | 78463X509 | 243 | 7,240 | SH | SOLE | 0 | 0 | 7,240 | |||
SPDR S&P 500 ETF TR | ETF | 78462F103 | 410 | 959 | SH | SOLE | 0 | 0 | 959 | |||
SPDR SERIES TRUST BLOOMBERG BRC | ETF | 78468R200 | 756 | 24,607 | SH | SOLE | 0 | 0 | 24,607 | |||
SPDR SER TR PRTFLO S&P 500 HI | ETF | 78468R788 | 302 | 8,617 | SH | SOLE | 0 | 0 | 8,617 | |||
SPDR SERIES TRUST PRTFLO S&P 500 | ETF | 78464A854 | 1,423 | 28,305 | SH | SOLE | 0 | 0 | 28,305 | |||
SPDR SER TR PORTFOLIO S&P600 | ETF | 78468R853 | 315 | 8,530 | SH | SOLE | 0 | 0 | 8,530 | |||
STARBUCKS CORP | COM | 855244109 | 11,832 | 129,639 | SH | SOLE | 0 | 0 | 129,639 | |||
TEXAS INSTRS INC | COM | 882508104 | 11,577 | 72,808 | SH | SOLE | 0 | 0 | 72,808 | |||
UNITED PARCEL SERVICE INC | COM | 911312106 | 11,539 | 74,030 | SH | SOLE | 0 | 0 | 74,030 | |||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 42,515 | 84,324 | SH | SOLE | 0 | 0 | 84,324 | |||
VANGUARD INDEX FDS TOTAL STK MKT | ETF | 922908769 | 432 | 2,034 | SH | SOLE | 0 | 0 | 2,034 | |||
VANGUARD INTL EQUITY ALL WRLD EX US | ETF | 922042775 | 294 | 5,669 | SH | SOLE | 0 | 0 | 5,669 | |||
VANGUARD WHITEHALL HIGH DIV YLD | ETF | 921946406 | 935 | 9,052 | SH | SOLE | 0 | 0 | 9,052 | |||
VISA INC | COM | 92826C839 | 4,756 | 20,678 | SH | SOLE | 0 | 0 | 20,678 | |||
WARNER BROS DISCOVERY INC | COM | 934423104 | 9,611 | 885,000 | SH | SOLE | 0 | 0 | 885,000 | |||
WILLIAMS COS INC | COM | 969457100 | 2,948 | 87,500 | SH | SOLE | 0 | 0 | 87,500 |