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Portfolio (Quarterly) Guide ↗

Trust Co of Kansas

· CIK 0001803988
13F Portfolio $195M AUM 59 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 13 Added 28 Reduced 4 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CL Colgate Palmolive Consumer Defensive 14,636.0 $1.3M 0.69% -675.0 -4.4% $91.69 -2.0%
22 AMAT Applied Materials, Inc. Technology 1,827.0 $1.3M 0.68% -175.0 -8.7% $723.04 -36.6%
23 CAT Caterpillar, Inc Industrials 985.0 $1.0M 0.54% -100.0 -9.2% $1064.97 -25.1%
24 GE GE Aerospace (previously General Electric Co) Industrials 2,534.0 $947K 0.49% -212.0 -7.7% $373.72 -10.2%
25 QQQ Invesco QQQ Trust Series 1 ETF Financial Services 1,066.0 $785K 0.40% $736.40 -2.7%
26 GEV GE Vernova Inc. Utilities 640.0 $752K 0.39% -40.0 -5.9% $1175.00 -23.5%
27 WMT Wal-Mart Stores Inc Consumer Defensive 5,225.0 $592K 0.30% -340.0 -6.1% $113.30 -7.4%
28 PG Procter & Gamble Co Consumer Defensive 3,956.0 $580K 0.30% +119.0 +3.1% $146.61 -1.0%
29 PEP Pepsico Inc Consumer Defensive 3,951.0 $535K 0.27% -250.0 -6.0% $135.41 +3.6%
30 ABBV Abbvie Inc Healthcare 2,008.0 $505K 0.26% +222.0 +12.4% $251.49 +2.0%
31 UNP Union Pacific Corporation Industrials 1,786.0 $486K 0.25% +250.0 +16.3% $272.12 +10.5%
32 GOOG Alphabet Inc. Class C 1,363.0 $482K 0.25% +100.0 +7.9% $353.63
33 EVRG Evergy Inc. Utilities 5,059.0 $437K 0.22% +1K +35.8% $86.38 -6.2%
34 AMGN Amgen Inc Healthcare 1,150.0 $416K 0.21% -50.0 -4.2% $361.74 +18.8%
35 AVGO Broadcom Inc. Technology 1,060.0 $400K 0.20% $377.36 -1.9%
36 CBOE CBOE Global Markets Inc Financial Services 1,575.0 $382K 0.20% $242.54 +23.8%
37 COST Costco Whsl Corp Consumer Defensive 396.0 $370K 0.19% +20.0 +5.3% $934.34 +1.0%
38 DHR Danaher Corp Healthcare 1,933.0 $368K 0.19% -250.0 -11.4% $190.38 +12.2%
39 CSCO Cisco Systems Inc Technology 2,930.0 $344K 0.18% -487.0 -14.2% $117.41 -5.9%
40 CVX Chevron Corporation Energy 2,072.0 $343K 0.18% +50.0 +2.5% $165.54 +24.5%
Page 2 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Industrials 16.4%
Communication Services 15.1%
Consumer Cyclical 12.9%
Healthcare 6.3%
Financial Services 6.1%
Energy 6.1%
Consumer Defensive 2.4%
Utilities 1.0%