Trust Co of Kansas

Fundamental concentrated ★Highest signal CIK 1803988
League rank
#685
in Fundamental concentrated · #4739 overall
Long book
$181.1M
Q1 2026
Positions
56
Top-10 weight
68%
concentration
Last quarter
+10.5%
SPY +14.8%
Turnover
5%
of book per quarter

Strategy in plain words

auto-generated from filings

Trust Co of Kansas is a concentrated fundamental stock-picker, running a $181.1M US long book across 56 positions.

The portfolio is concentrated: the top 10 names carry 68% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: T ROWE PRICE BLUE CHIP GROWT, TAIWAN SEMICONDUCTOR-SP ADR, ALPHABET INC-CL A, BERKSHIRE HATHAWAY INC-CL B, EXXON MOBIL CORP.

Over the last 9 quarters its long book ran on average 1.2pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+0.8%
Q2 2024
+4.3%
Q3 2024
+1.1%
Q4 2024
-5.1%
Q1 2025
+10.0%
Q2 2025
+6.8%
Q3 2025
+3.8%
Q4 2025
-2.7%
Q1 2026
+10.5%

Sector allocation

Industrials
29%
Technology
24%
Financials
11%
Consumer discretionary
10%
Energy
8%
Services media
7%
Healthcare
6%
Other
3%

Long book by quarter

$183.4M
Q1 2024
$191.3M
Q2 2024
$205.8M
Q3 2024
$208.2M
Q4 2024
$187.7M
Q1 2025
$209.6M
Q2 2025
$208.7M
Q3 2025
$217.2M
Q4 2025
$181.1M
Q1 2026

What does Trust Co own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
GOOGL ALPHABET INC-CL ATechnology38.9K$11.2M6.2%-14.2%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials22.2K$10.6M5.9%-11.1%
XOM EXXON MOBIL CORPEnergy59.9K$10.2M5.6%-14.1%
RTX RTX CORPIndustrials46.6K$9.0M5.0%-13.1%
ASML ASML HOLDING NV-NY REG SHSIndustrials6.5K$8.5M4.7%-13.8%
MSFT MICROSOFT CORPTechnology21.6K$8.0M4.4%-10.8%
LMT LOCKHEED MARTIN CORPIndustrials12.8K$7.7M4.3%-13.0%
MRK MERCK & CO. INC.Healthcare60.5K$7.3M4.0%-13.7%
AMZN AMAZON.COM INCConsumer discretionary32.4K$6.8M3.7%-16.6%
DE DEERE & COIndustrials9.4K$5.3M2.9%-13.8%
V VISA INC-CLASS A SHARESServices media16.0K$4.8M2.7%-13.9%
LOW LOWE'S COS INCConsumer discretionary19.7K$4.7M2.6%-14.5%
AAPL APPLE INCTechnology18.0K$4.6M2.5%-6.0%
DIS WALT DISNEY CO/THEServices media45.1K$4.3M2.4%-13.4%
BKNG BOOKING HOLDINGS INCIndustrials918$3.9M2.1%-13.9%
NKE NIKE INC -CL BOther43.0K$2.3M1.3%-53.7%
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials3$2.2M1.2%+200.0%
META META PLATFORMS INC-CLASS ATechnology3.8K$2.1M1.2%-58.1%
NOW SERVICENOW INCTechnology16.5K$1.7M1.0%-44.7%
CL COLGATE-PALMOLIVE COOther15.3K$1.3M0.7%-0.1%
GE GENERAL ELECTRICIndustrials2.7K$779K0.4%-7.2%
CAT CATERPILLAR INCIndustrials1.1K$769K0.4%-8.4%
WMT WALMART INCConsumer discretionary5.6K$692K0.4%+3.0%
AMAT APPLIED MATERIALS INCTechnology2.0K$684K0.4%-10.5%
PEP PEPSICO INCConsumer staples4.2K$652K0.4%Held
GEV GE VERNOVA INCIndustrials680$594K0.3%-8.8%
PG PROCTER & GAMBLE CO/THEOther3.8K$554K0.3%Held
CBOE CBOE GLOBAL MARKETS INCFinancials1.6K$443K0.2%Held
AMGN AMGEN INCHealthcare1.2K$422K0.2%-4.0%
CVX CHEVRON CORPEnergy2.0K$418K0.2%Held
DHR DANAHER CORPTechnology2.2K$414K0.2%Held
ABBV ABBVIE INCHealthcare1.8K$388K0.2%-15.4%
COST COSTCO WHOLESALE CORPConsumer discretionary376$375K0.2%-3.3%
UNP UNION PACIFIC CORPIndustrials1.5K$373K0.2%Held
GOOG ALPHABET INC-CL CTechnology1.3K$362K0.2%Held
CME CME GROUP INCFinancials1.1K$336K0.2%Held
AVGO BROADCOM INCTechnology1.1K$328K0.2%Held
NVDA NVIDIA CORPTechnology1.8K$322K0.2%-5.5%
HD HOME DEPOT INCConsumer discretionary931$306K0.2%Held
EVRG EVERGY INCUtilities3.7K$305K0.2%Held
ORCL ORACLE CORPTechnology1.9K$284K0.2%Held
DHI DR HORTON INCIndustrials2.0K$274K0.2%Held
CSCO CISCO SYSTEMS INCTechnology3.4K$265K0.1%+5.8%
JPM JPMORGAN CHASE & COFinancials899$264K0.1%Held
ETN EATON CORP PLCIndustrials715$256K0.1%Held
EMR EMERSON ELECTRIC COIndustrials1.7K$229K0.1%-18.8%
PSX PHILLIPS 66Energy1.2K$221K0.1%New
SRE SEMPRAUtilities2.2K$214K0.1%New
NGL NGL ENERGY PARTNERS LPUtilities13.0K$160K0.1%Held
HUMA HUMACYTE INCHealthcare24.0K$15K0.0%+20.0%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 6, 202656$181.1M $K fixed canonicalSEC ↗
Q4 202513F-HRFeb 11, 202655$217.2M $K fixed canonicalSEC ↗
Q3 202513F-HRNov 14, 202561$208.7M $K fixed canonicalSEC ↗
Q2 202513F-HRJul 21, 202557$209.6M $K fixed canonicalSEC ↗
Q1 202513F-HRApr 23, 202556$187.7M $K fixed canonicalSEC ↗
Q4 202413F-HRJan 15, 202555$208.2M $K fixed canonicalSEC ↗
Q3 202413F-HROct 8, 202461$205.8M $K fixed canonicalSEC ↗
Q2 202413F-HRJul 23, 202451$191.3M $K fixed canonicalSEC ↗
Q1 202413F-HRMay 1, 202450$183.4M $K fixed canonicalSEC ↗