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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 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TCHP T Rowe Price Blue Chip Growth ETF 832,998.0 $41.7M 21.40% -63K -7.0% $50.09 +0.8%
2 TSM Taiwan Semiconductor Manufacturing Co Ltr ADR Technology 29,771.0 $14.2M 7.29% -5K -15.3% $477.58 -13.0%
3 GOOGL Alphabet Inc. Class A Communication Services 36,704.0 $13.1M 6.73% -2K -5.5% $357.37 -5.0%
4 ASML ASML Holdings NV ADR Technology 6,156.0 $12.2M 6.28% -314.0 -4.8% $1989.44 -14.7%
5 Berkshire Hathaway Cl B New 19,539.0 $9.8M 5.01% -3K -11.9% $500.38
6 MSFT Microsoft Corp Technology 22,575.0 $8.4M 4.32% +986.0 +4.6% $373.02 +36.0%
7 RTX RTX Corporation Industrials 44,374.0 $8.4M 4.32% -2K -4.8% $189.73 +9.5%
8 XOM Exxon Mobil Corp Energy 56,408.0 $7.7M 3.96% -3K -5.8% $136.72 +17.7%
9 AMZN Amazon.com, Inc. Consumer Cyclical 32,032.0 $7.6M 3.92% -389.0 -1.2% $238.36 +9.0%
10 MRK Merck & Co Inc Healthcare 57,331.0 $7.4M 3.78% -3K -5.3% $128.50 +15.0%
11 V Visa Inc Financial Services 18,521.0 $6.4M 3.26% +3K +15.8% $343.07 +10.6%
12 LMT Lockheed Martin Corp Industrials 12,172.0 $6.2M 3.18% -636.0 -5.0% $509.45 +10.2%
13 DE Deere & Co Industrials 8,720.0 $5.5M 2.84% -654.0 -7.0% $634.29 +3.3%
14 BKNG Booking Holding, Inc. Consumer Cyclical 29,898.0 $5.3M 2.73% +29K +3156.9% $178.24 +11.7%
15 AAPL Apple Inc Technology 17,701.0 $5.1M 2.63% -253.0 -1.4% $289.36 +9.5%
16 LOW Lowes Consumer Cyclical 19,359.0 $4.3M 2.19% -349.0 -1.8% $220.47 -7.2%
17 NOW Service Now Technology 42,602.0 $4.2M 2.17% +26K +157.5% $99.29 +49.0%
18 DIS Walt Disney Company Communication Services 42,936.0 $4.1M 2.12% -2K -4.8% $96.26 +11.7%
19 META Meta Platforms Inc Ordinary Shares - Class A Communication Services 6,957.0 $3.9M 2.01% +3K +85.4% $563.32 +1.6%
20 Berkshire Hathaway Inc. Cl A 3.0 $2.2M 1.15% $749000.00
Page 1 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%