Trust Co of Kansas
Sector Allocation
- Technology33.3%$64.9M
- Other22.2%$43.3M
- Industrials12.3%$24.0M
- Financials10.0%$19.5M
- Consumer Discretionary9.1%$17.7M
- Healthcare4.5%$8.9M
- Energy4.4%$8.5M
- Communication Services2.1%$4.1M
- Consumer Staples1.8%$3.4M
- Utilities0.3%$641,000
AUM History
13fpro.ai/research/fund/trust-co-of-kansas-1803988
Conviction and streaks
Diversifying · top 10 = 67.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- T$41.7M
TSM
$14.2MGOOGL
$13.1MASML
$12.2MBRK.B
$9.8MMSFT
$8.4MRTX
$8.4MXOM.R34088
$7.7MAMZN
$7.6MMRK
$7.4MV
$6.4MLMT
$6.2MDE
$5.5MBKNG
$5.3MAAPL
$5.1MLOW
$4.3MNOW
$4.2MDIS
$4.1MMETA
$3.9MBRK.A
$2.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/trust-co-of-kansas-1803988
Trust Co of Kansas 13F holdings — Q2 2026
$195.0M portfolio (+7.6% QoQ) · 59 holdings · Q2 2026 13F · top 10 are 67% of the stock portfolio
- 1
T Rowe Price Blue Chip Growth ETF - PRICE BLUE CHIP
$41.7M
21.4% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— $14.2M
7.3% of stocks
-15%This quarter+0.8%Since filed5+ qtrsHeld$13.1M
6.7% of stocks
-6%This quarter-8.1%Since filed5+ qtrsHeld$12.2M
6.3% of stocks
-5%This quarter-11.7%Since filed5+ qtrsHeld$9.8M
5.0% of stocks
-12%This quarter—Since filed5+ qtrsHeldAIQuality73.5#124Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$8.4M
4.3% of stocks
+5%This quarter+36.5%Since filed5+ qtrsHeld$8.4M
4.3% of stocks
-5%This quarter+1.3%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$7.7M
4.0% of stocks
-6%This quarter—Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$7.6M
3.9% of stocks
-1%This quarter+1.7%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$7.4M
3.8% of stocks
-5%This quarter+10.3%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — Trust Co of Kansas (Q2 2026)
59 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VISA INC. | Financials | $6.4M | 3.3% | 19K | +16% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | LOCKHEED MARTIN CORP | Industrials | $6.2M | 3.2% | 12K | -5% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | DEERE & CO | Industrials | $5.5M | 2.8% | 8,720 | -7% | 4 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Booking Holdings Inc. | Consumer Discretionary | $5.3M | 2.7% | 30K | +3157% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Apple Inc. | Technology | $5.1M | 2.6% | 18K | -1% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | LOWES COMPANIES INC | Consumer Discretionary | $4.3M | 2.2% | 19K | -2% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ServiceNow, Inc. | Technology | $4.2M | 2.2% | 43K | +158% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Walt Disney Co | Communication Services | $4.1M | 2.1% | 43K | -5% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Meta Platforms, Inc. | Technology | $3.9M | 2.0% | 6,957 | +85% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 1.1% | 3 | — | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | COLGATE PALMOLIVE CO | Consumer Staples | $1.3M | 0.7% | 15K | -4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | APPLIED MATERIALS INC /DE | Technology | $1.3M | 0.7% | 1,827 | -9% | 5+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CATERPILLAR INC | Industrials | $1.0M | 0.5% | 985 | -9% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | GENERAL ELECTRIC CO | Industrials | $947K | 0.5% | 2,534 | -8% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $785K | 0.4% | 1,066 | -0.2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GEV | GE Vernova Inc. | Industrials | $752K | 0.4% | 640 | -6% | |||
| 27 | $WMT | Walmart Inc. | Consumer Staples | $592K | 0.3% | 5,225 | -6% | |||
| 28 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $580K | 0.3% | 3,956 | +3% | |||
| 29 | $PEP | PEPSICO INC | Consumer Staples | $535K | 0.3% | 3,951 | -6% | |||
| 30 | $ABBV | AbbVie Inc. | Healthcare | $505K | 0.3% | 2,008 | +12% | |||
| 31 | $UNP | UNION PACIFIC CORP | Industrials | $486K | 0.3% | 1,786 | +16% | |||
| 32 | $GOOG | Alphabet Inc. | Technology | $482K | 0.3% | 1,363 | +8% | |||
| 33 | $EVRG | Evergy, Inc. | Utilities | $437K | 0.2% | 5,059 | +36% | |||
| 34 | $AMGN | AMGEN INC | Healthcare | $416K | 0.2% | 1,150 | -4% | |||
| 35 | $AVGO | Broadcom Inc. | Technology | $400K | 0.2% | 1,060 | — | |||
| 36 | $CBOE | Cboe Global Markets, Inc. | Financials | $382K | 0.2% | 1,575 | — | |||
| 37 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $370K | 0.2% | 396 | +5% | |||
| 38 | $DHR | DANAHER CORP /DE/ | Healthcare | $368K | 0.2% | 1,933 | -11% | |||
| 39 | $CSCO | CISCO SYSTEMS, INC. | Technology | $344K | 0.2% | 2,930 | -14% | |||
| 40 | $CVX | CHEVRON CORP | Energy | $343K | 0.2% | 2,072 | +2% | |||
| 41 | $DHI | HORTON D R INC /DE/ | Industrials | $326K | 0.2% | 2,000 | — | |||
| 42 | $SPY | SPDR S&P 500 ETF TRUST | — | $312K | 0.2% | 418 | — | |||
| 43 | $ETN | Eaton Corp plc | Industrials | $305K | 0.2% | 715 | — | |||
| 44 | $NVDA | NVIDIA CORP | Technology | $297K | 0.1% | 1,484 | -20% | |||
| 45 | $TXN | TEXAS INSTRUMENTS INC | Technology | $283K | 0.1% | 949 | New | |||
| 46 | $INTC | INTEL CORP | Technology | $261K | 0.1% | 1,868 | New | |||
| 47 | $MA | Mastercard Inc | Financials | $259K | 0.1% | 505 | New | |||
| 48 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $253K | 0.1% | 716 | -23% | |||
| 49 | $CME | CME GROUP INC. | Financials | $251K | 0.1% | 1,137 | — | |||
| 50 | $PSX | Phillips 66 | Energy | $241K | 0.1% | 1,425 | +17% | |||
| 51 | $JPM | JPMORGAN CHASE & CO | Financials | $237K | 0.1% | 724 | -19% | |||
| 52 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $233K | 0.1% | 1,000 | New | |||
| 53 | — | iShares Core S&P 500 ETF - CORE S&P500 ETF | — | $224K | 0.1% | 299 | New | |||
| 54 | — | Ishares Trust Expanded Tech Sector Etf - EXPND TEC SC ETF | — | $219K | 0.1% | 1,340 | New | |||
| 55 | $ORCL | ORACLE CORP | Technology | $210K | 0.1% | 1,431 | -26% | |||
| 56 | $NGL | NGL Energy Partners LP | Energy | $207K | 0.1% | 13K | — | |||
| 57 | $JNJ | JOHNSON & JOHNSON | Healthcare | $205K | 0.1% | 807 | New | |||
| 58 | $SRE | SEMPRA | Utilities | $204K | 0.1% | 2,200 | — | |||
| 59 | $HUMA | Humacyte, Inc. | Healthcare | $19K | 0.0% | 24K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 13 added to, 29 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$TXNTEXAS INSTRUMENTS INC$283K
first bought this quarter
$INTCINTEL CORP$261K
first bought this quarter
$MAMastercard Inc$259K
first bought this quarter
$WSMWILLIAMS SONOMA INC$233K
first bought this quarter
- iShares Core S&P 500 ETF - CORE S&P500 ETF$224K
first bought this quarter
- Ishares Trust Expanded Tech Sector Etf - EXPND TEC SC ETF$219K
first bought this quarter
+1 more in the Excel export
Added to (13)
$BKNGBooking Holdings Inc.+3157%
now $5.3M · held 5+ qtrs
$NOWServiceNow, Inc.+158%
now $4.2M · held 4 qtrs
$METAMeta Platforms, Inc.+85%
now $3.9M · held 5+ qtrs
$VVISA INC.+16%
now $6.4M · held 5+ qtrs
$MSFTMICROSOFT CORP+5%
now $8.4M · held 5+ qtrs
$EVRGEvergy, Inc.+36%
now $437K · held 5+ qtrs
+7 more in the Excel export
Trimmed (29)
- T Rowe Price Blue Chip Growth ETF - PRICE BLUE CHIP-7%
now $41.7M
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-15%
now $14.2M · held 5+ qtrs, 2 trims in a row
$BRK.BBERKSHIRE HATHAWAY INC-12%
now $9.8M · held 5+ qtrs, 2 trims in a row
$GOOGLAlphabet Inc.-6%
now $13.1M · held 5+ qtrs, 4 trims in a row
$ASMLASML HOLDING NV-5%
now $12.2M · held 5+ qtrs, 2 trims in a row
$XOM.R34088EXXON MOBIL CORP-6%
now $7.7M · held 5+ qtrs, 3 trims in a row
+23 more in the Excel export
Holdings by quarter
Every 13F Trust Co of Kansas has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow of Kansas?
Q2 2026 13F filed with the SEC on Jul 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of of Kansas's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+3.3%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 19% over the last 4
Top 10 weight
67%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Trust Co of Kansas disclosed 59 positions worth $195.0M in its Form 13F-HR for Q2 2026, followed by $TSM and $GOOGL. During the quarter the fund opened 7 new positions and exited 4 — including a new stake in $TXN and a full exit from $NKE. The portfolio is most concentrated in Technology (33.3% of disclosed assets). All figures are sourced directly from Trust Co of Kansas’s Form 13F-HR filing with the SEC under CIK 1803988.
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