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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 11,432 | 133,564 | SH | SOLE | 0 | 0 | 133,564 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 1,234 | 3,201 | SH | SOLE | 0 | 0 | 3,201 | ||
ALPHABET INC | COM | 02079K107 | 28,915 | 284,203 | SH | SOLE | 0 | 0 | 284,203 | ||
AMAZON COM INC | COM | 023135106 | 4,354 | 42,150 | SH | SOLE | 0 | 0 | 42,150 | ||
APPLE INC | COM | 037833100 | 35,616 | 218,069 | SH | SOLE | 0 | 0 | 218,069 | ||
BLACKSTONE INC | COM | 09260D107 | 11,811 | 134,456 | SH | SOLE | 0 | 0 | 134,456 | ||
CAPITOL FED FINL INC | COM | 14057J101 | 1,346 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
CENTENE CORP DEL | COM | 15135B101 | 23,812 | 372,130 | SH | SOLE | 0 | 0 | 372,130 | ||
CHEVRON CORP NEW | COM | 166764100 | 42,021 | 257,547 | SH | SOLE | 0 | 0 | 257,547 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 18,031 | 10,763 | SH | SOLE | 0 | 0 | 10,763 | ||
CISCO SYS INC | COM | 17275R102 | 12,053 | 230,567 | SH | SOLE | 0 | 0 | 230,567 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 3,213 | 6,467 | SH | SOLE | 0 | 0 | 6,467 | ||
CROWN CASTLE INC | COM | 22822V101 | 10,613 | 79,294 | SH | SOLE | 0 | 0 | 79,294 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 9,217 | 68,185 | SH | SOLE | 0 | 0 | 68,185 | ||
DISNEY WALT CO | COM | 254687106 | 21,034 | 210,062 | SH | SOLE | 0 | 0 | 210,062 | ||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 694 | 73,863 | SH | SOLE | 0 | 0 | 73,863 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 10,023 | 386,984 | SH | SOLE | 0 | 0 | 386,984 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 17,658 | 185,877 | SH | SOLE | 0 | 0 | 185,877 | ||
HONEYWELL INTL INC | COM | 438516106 | 10,544 | 55,170 | SH | SOLE | 0 | 0 | 55,170 | ||
HUMANA INC | COM | 444859102 | 3,974 | 8,186 | SH | SOLE | 0 | 0 | 8,186 | ||
INTUITIVE SURGICAL INC | COM | 46120E602 | 5,053 | 19,778 | SH | SOLE | 0 | 0 | 19,778 | ||
ISHARES TR SELECT DIVD ETF | ETF | 464287168 | 536 | 4,573 | SH | SOLE | 0 | 0 | 4,573 | ||
JOHNSON & JOHNSON | COM | 478160104 | 10,207 | 65,852 | SH | SOLE | 0 | 0 | 65,852 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 11,278 | 86,549 | SH | SOLE | 0 | 0 | 86,549 | ||
LAUDER ESTEE COS INC | COM | 518439104 | 1,548 | 6,281 | SH | SOLE | 0 | 0 | 6,281 | ||
LILLY ELI & CO | COM | 532457108 | 14,384 | 41,885 | SH | SOLE | 0 | 0 | 41,885 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 12,363 | 26,152 | SH | SOLE | 0 | 0 | 26,152 | ||
LOWES COS INC | COM | 548661107 | 11,682 | 58,419 | SH | SOLE | 0 | 0 | 58,419 | ||
LUMINAR TECHNOLOGIES INC | COM | 550424105 | 24,889 | 3,834,994 | SH | SOLE | 0 | 0 | 3,834,994 | ||
MASTERCARD INCORPORATED | COM | 57636Q104 | 2,674 | 7,359 | SH | SOLE | 0 | 0 | 7,359 | ||
MCDONALDS CORP | COM | 580135101 | 12,944 | 46,294 | SH | SOLE | 0 | 0 | 46,294 | ||
MICROSOFT CORP | COM | 594918104 | 28,763 | 100,995 | SH | SOLE | 0 | 0 | 100,995 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 24,521 | 49,244 | SH | SOLE | 0 | 0 | 49,244 | ||
NIKE INC | COM | 654106103 | 23,371 | 192,515 | SH | SOLE | 0 | 0 | 192,515 | ||
NOVO-NORDISK A S | ADR | 670100205 | 24,427 | 154,447 | SH | SOLE | 0 | 0 | 154,447 | ||
NVIDIA CORPORATION | COM | 67066G104 | 4,288 | 15,438 | SH | SOLE | 0 | 0 | 15,438 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 3,130 | 16,784 | SH | SOLE | 0 | 0 | 16,784 | ||
OGE ENERGY CORP | COM | 670837103 | 10,693 | 283,945 | SH | SOLE | 0 | 0 | 283,945 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 26,810 | 31,803 | SH | SOLE | 0 | 0 | 31,803 | ||
PAYCHEX INC | COM | 704326107 | 11,169 | 97,470 | SH | SOLE | 0 | 0 | 97,470 | ||
PEPSICO INC | COM | 713448108 | 12,698 | 69,656 | SH | SOLE | 0 | 0 | 69,656 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 10,049 | 89,012 | SH | SOLE | 0 | 0 | 89,012 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 12,491 | 127,555 | SH | SOLE | 0 | 0 | 127,555 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 10,091 | 192,641 | SH | SOLE | 0 | 0 | 192,641 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 1,532 | 6,817 | SH | SOLE | 0 | 0 | 6,817 | ||
SNOWFLAKE INC | COM | 833445109 | 1,900 | 12,312 | SH | SOLE | 0 | 0 | 12,312 | ||
SPDR INDEX SHS FDS PORTFOLIO EMG MKT | ETF | 78463X509 | 289 | 8,454 | SH | SOLE | 0 | 0 | 8,454 | ||
SPDR INDEX SHS FDS PORTFOLIO DEVLPD | ETF | 78463X889 | 414 | 12,897 | SH | SOLE | 0 | 0 | 12,897 | ||
SPDR S&P 500 ETF TR | ETF | 78462F103 | 2,531 | 6,182 | SH | SOLE | 0 | 0 | 6,182 | ||
SPDR SERIES TRUST BLOOMBERG BRC | ETF | 78468R200 | 1,030 | 33,835 | SH | SOLE | 0 | 0 | 33,835 | ||
SPDR SER TR PRTFLO S&P 500 HI | ETF | 78468R788 | 307 | 8,087 | SH | SOLE | 0 | 0 | 8,087 | ||
SPDR SERIES TRUST PRTFLO S&P 500 | ETF | 78464A854 | 1,842 | 38,247 | SH | SOLE | 0 | 0 | 38,247 | ||
SPDR SER TR PORTFOLIO S&P600 | ETF | 78468R853 | 277 | 7,347 | SH | SOLE | 0 | 0 | 7,347 | ||
STARBUCKS CORP | COM | 855244109 | 30,844 | 301,076 | SH | SOLE | 0 | 0 | 301,076 | ||
STELLANTIS N.V | SHS | N82405106 | 13,508 | 742,610 | SH | SOLE | 0 | 0 | 742,610 | ||
TEXAS INSTRS INC | COM | 882508104 | 11,495 | 61,797 | SH | SOLE | 0 | 0 | 61,797 | ||
UNITED PARCEL SERVICE INC | COM | 911312106 | 11,333 | 58,419 | SH | SOLE | 0 | 0 | 58,419 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 35,691 | 75,789 | SH | SOLE | 0 | 0 | 75,789 | ||
VANGUARD INDEX FDS S&P 500 ETF | ETF | 922908363 | 213 | 566 | SH | SOLE | 0 | 0 | 566 | ||
VANGUARD INDEX FDS TOTAL STK MKT | ETF | 922908769 | 3,066 | 15,024 | SH | SOLE | 0 | 0 | 15,024 | ||
VANGUARD INTL EQUITY ALL WRLD EX US | ETF | 922042775 | 303 | 5,669 | SH | SOLE | 0 | 0 | 5,669 | ||
VANGUARD SCOTTSDALE RUS2000IDX | ETF | 92206C664 | 572 | 7,938 | SH | SOLE | 0 | 0 | 7,938 | ||
VANGUARD WHITEHALL HIGH DIV YLD | ETF | 921946406 | 1,856 | 17,597 | SH | SOLE | 0 | 0 | 17,597 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 10,225 | 262,927 | SH | SOLE | 0 | 0 | 262,927 | ||
VISA INC | COM | 92826C839 | 2,929 | 12,993 | SH | SOLE | 0 | 0 | 12,993 | ||
WARNER BROS DISCOVERY INC | COM | 934423104 | 10,193 | 675,000 | SH | SOLE | 0 | 0 | 675,000 | ||
ZILLOW GROUP INC | COM | 98954M200 | 1,541 | 34,657 | SH | SOLE | 0 | 0 | 34,657 |