Data as of Q4 2025 (Dec 31, 2025)

Trust Co of Kansas

โ€ขCIK: 1803988โ€ขFiling: Q4 2025

**Trust Co of Kansas** manages $217M across a diversified portfolio of 55 positions. The fund exhibits significant concentration in technology and industrials, with TCHP anchoring the top holding at $51.3M. Notable allocations include substantial positions in GOOGL ($14.2M), BRK/B ($12.6M), and TSM ($12.2M). This structure suggests a conviction-driven approach targeting established market leaders.

Total AUM
$217.2M
QoQ Performance
+4.1%
Positions
55
Top 10 Concentration
66.6%
Latest Filing
Q4 2025

Top Holdings Allocation

TCHP
GOOGL
BRK/B
TSM
MSFT
TCHP23.6%
GOOGL6.5%
BRK/B5.8%
TSM5.6%
MSFT5.4%
RTX4.5%
AMZN4.1%
XOM3.9%

๐Ÿ“ˆ Biggest Buys

NOW
Service Now
+611.1%
2.1% of portfolio
TSM
Taiwan Semiconductor Manufacturing Co Ltr ADR
+30.7%
5.6% of portfolio
LOW
Lowes
+63.2%
2.6% of portfolio
META
Meta Platforms Inc Ordinary Shares - Class A
+46.7%
2.7% of portfolio
NKE
Nike Inc. Class B
+26.9%
2.7% of portfolio

๐Ÿ“‰ Biggest Sells

GOOGL
Alphabet Inc. Class A
-7.5%
6.5% of portfolio
MRK
Merck & Co Inc
-10.7%
3.4% of portfolio
XOM
Exxon Mobil Corp
-3.3%
3.9% of portfolio
HD
Home Depot Inc.
-29.4%
0.1% of portfolio
NVDA
NVIDIA Corp
-26.4%
0.2% of portfolio

Sector Breakdown

Other38.2%
Technology17.8%
Consumer12.6%
Industrial11.0%
Financial9.3%
Healthcare4.0%
Energy3.9%
Communication2.7%

๐Ÿšช Exited Positionssold since Q3 2025

ADBE
Adobe Inc Com
SOLD
$6.6M
IBM
Intl Business Machines, Inc
SOLD
$431.0K
IBDQ
iShares iBonds Dec 2025 Term Corp ETF
SOLD
$358.0K
HON
Honeywell Intl Inc Com
SOLD
$216.0K
VEEV
Veeva Systems, Inc.
SOLD
$208.0K
+1 more exited positions

Changes from Q3 2025

โ†‘14 increased
โ†“18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023