What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0001803988
Total reported value
$195.0M
$195.0M
50 檔
33.3%
As reported in its official Q1 2024 Form 13F filing, Trust Co of Kansas's tracked investment portfolio stood at $195.0M with 50 total positions.
During Q1 2024, Trust Co of Kansas's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TCHP, BRK-B, MRK) accounted for 33.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 12.69% | -0.44% | -10.05% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.71% | -0.86% | -0.54% | |
| 3 | MRK | Merck & Co. Inc. | Stock-Healthcare | 5.85% | -0.24% | -2.95% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.50% | -0.09% | -0.39% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.67% | +0.19% | -1.32% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 4.57% | -1.65% | -3.73% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.40% | +0.56% | -0.63% | |
| 8 | MCHP | Microchip Technology Inc | Stock-Tech | 4.12% | — | -0.69% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 3.92% | -0.65% | +988.10% | |
| 10 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.66% | -1.09% | -1.22% | |
| 11 | EMR | Emerson Electric Co | Stock-Industrials | 3.63% | -0.13% | EXIT | |
| 12 | INTC | Intel CORP | Stock-Tech | 3.61% | +0.13% | NEW | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.48% | -0.38% | -0.74% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 3.43% | — | -0.56% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.20% | -0.02% | -45.22% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.14% | -0.28% | -0.60% | |
| 17 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 3.12% | — | -0.16% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 2.98% | — | -5.09% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 2.90% | +0.59% | +1.24% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 2.78% | — | -0.05% | |
| 21 | ROP | Roper Technologies Inc | Stock-Tech | 2.34% | — | +1.89% | |
| 22 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.04% | +0.60% | +1.57% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.11% | -15.88% | |
| 24 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.67% | -0.03% | — | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.35% | -0.04% | — | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 0.34% | +0.30% | -8.06% | |
| 27 | GE | General Electric | Stock-Industrials | 0.31% | +0.06% | -19.59% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -0.05% | -1.19% | |
| 29 | EVRG | Evergy Inc | Stock-Utilities | 0.29% | +0.05% | +12.54% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.28% | -0.09% | — | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.24% | — | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | -0.04% | -0.98% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | +0.05% | -4.55% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.01% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.05% | -7.85% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.19% | — | -6.64% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.18% | +0.04% | — | |
| 38 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.16% | -0.04% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +0.01% | — | |
| 40 | MGPI | Mgp Ingredients Inc | Stock-Other | 0.15% | — | — | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.14% | +0.12% | — | |
| 42 | CME | Cme Group Inc | Stock-Financials | 0.14% | -0.06% | — | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.05% | — | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.13% | -0.04% | — | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.13% | — | -18.80% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 47 | ITW | Illinois Tool Works | Stock-Industrials | 0.11% | — | — | |
| 48 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.11% | — | — | |
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.11% | — | — | |
| 50 | NGL | Ngl Energy Partners LP | Stock-Other | 0.04% | +0.02% | — |
According to official SEC Form 13F filings, Trust Co of Kansas reported a total U.S. public equity portfolio value of $195.0M across 50 disclosed positions in Q1 2024.
During Q1 2024, Trust Co of Kansas's top holdings by market value included TCHP (12.7%)、BRK-B (6.7%)、MRK (5.8%). The largest single position, TCHP, represented 12.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Trust Co of Kansas made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.