StockDrifts LogoStockDrifts

Trust Co of Kansas 13F Portfolio

Portfolio Manager
Trust Co of Kansas
Performance
+10.51% (2026 Q2)
AUM (13F)
$194.95M
# of Holdings
59
Performance Rank
Allocation (Top 20)
91.3%
Latest filing
Q2 2026

Trust Co of Kansas Holdings Map

Top 50 Trust Co of Kansas Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TCHP
T Rowe Price Blue Chip Growth ETF
21.4%833.0K$41.7M
-6.99%(-62.60K)
2025-Q2: 935.6K shares2025-Q3: 1.01M shares2025-Q4: 1.03M shares2026-Q1: 895.6K shares2026-Q2: 833.0K shares
$32.87(+57.57%)
2026-06-30
TSM
Taiwan Semiconductor Manufacturing Co Ltr ADR
7.29%29.8K$14.2M
-15.33%(-5.39K)
2025-Q2: 31.1K shares2025-Q3: 30.8K shares2025-Q4: 40.3K shares2026-Q1: 35.2K shares2026-Q2: 29.8K shares
$203.51(+109.76%)
2026-06-30
GOOGL
Alphabet Inc. Class A
6.73%36.7K$13.1M
-5.53%(-2.15K)
2025-Q2: 49.7K shares2025-Q3: 49.0K shares2025-Q4: 45.3K shares2026-Q1: 38.9K shares2026-Q2: 36.7K shares
$76.54(+350.35%)
2026-06-30
ASML
ASML Holdings NV ADR
6.28%6.2K$12.2M
-4.85%(-314)
2025-Q2: 7.7K shares2025-Q3: 7.6K shares2025-Q4: 7.5K shares2026-Q1: 6.5K shares2026-Q2: 6.2K shares
$702.79(+165.77%)
2026-06-30
BRK.B
Berkshire Hathaway Cl B New
5.02%19.5K$9.8M
-11.94%(-2.65K)
2025-Q2: 25.1K shares2025-Q3: 25.1K shares2025-Q4: 25.0K shares2026-Q1: 22.2K shares2026-Q2: 19.5K shares
$220.75(+127.10%)
2026-06-30
MSFT
Microsoft Corp
4.32%22.6K$8.4M
+4.57%(+986)
2025-Q2: 24.1K shares2025-Q3: 24.1K shares2025-Q4: 24.2K shares2026-Q1: 21.6K shares2026-Q2: 22.6K shares
$193.03(+151.82%)
2026-06-30
RTX
RTX Corporation
4.32%44.4K$8.4M
-4.83%(-2.25K)
2025-Q2: 58.7K shares2025-Q3: 53.5K shares2025-Q4: 53.6K shares2026-Q1: 46.6K shares2026-Q2: 44.4K shares
$89.96(+148.52%)
2026-06-30
XOM
Exxon Mobil Corp
3.96%56.4K$7.7M
-5.78%(-3.46K)
2025-Q2: 71.8K shares2025-Q3: 72.1K shares2025-Q4: 69.7K shares2026-Q1: 59.9K shares2026-Q2: 56.4K shares
$60.14(+167.44%)
2026-06-30
AMZN
Amazon.com, Inc.
3.92%32.0K$7.6M
-1.20%(-389)
2025-Q2: 39.2K shares2025-Q3: 38.7K shares2025-Q4: 38.9K shares2026-Q1: 32.4K shares2026-Q2: 32.0K shares
$93.20(+181.70%)
2026-06-30
MRK
Merck & Co Inc
3.78%57.3K$7.4M
-5.27%(-3.19K)
2025-Q2: 42.7K shares2025-Q3: 78.6K shares2025-Q4: 70.2K shares2026-Q1: 60.5K shares2026-Q2: 57.3K shares
$79.39(+71.58%)
2026-06-30

About Trust Co of Kansasโ€™s portfolio

Trust Co of Kansas reports $194.95M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are TCHP (21.4%), TSM (7.3%) and GOOGL (6.7%). The top 20 holdings account for 91.3% of reported assets. Its disclosed equity book has returned +50.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
TCHP โ€” 21.6% ($41.73M)TSM โ€” 7.4% ($14.22M)GOOGL โ€” 6.8% ($13.12M)ASML โ€” 6.3% ($12.25M)BRK.B โ€” 5.1% ($9.78M)MSFT โ€” 4.4% ($8.42M)RTX โ€” 4.4% ($8.42M)XOM โ€” 4.0% ($7.71M)AMZN โ€” 4.0% ($7.63M)MRK โ€” 3.8% ($7.37M)Other โ€” 32.4% ($62.56M)
68%in top 10
  • TCHP21.6%
  • TSM7.4%
  • GOOGL6.8%
  • ASML6.3%
  • BRK.B5.1%
  • MSFT4.4%
  • RTX4.4%
  • XOM4.0%
  • AMZN4.0%
  • MRK3.8%
  • Other32.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
3
TXNTexas Instruments0.1%
INTCIntel Corp0.1%
MAMastercard Inc0.1%
Added to
13
NOWService Now+157.5%
METAMeta Platforms Inc Ordinary Shares - Class A+85.4%
BKNGBooking Holding, Inc.+30.3%
VVisa Inc+15.7%
+9 more
Trimmed
27
TCHPT Rowe Price Blue Chip Growth ETF-7.0%
TSMTaiwan Semiconductor Manufacturing Co Ltr ADR-15.3%
BRK.BBerkshire Hathaway Cl B New-11.9%
GOOGLAlphabet Inc. Class A-5.5%
+23 more

Unlock alerts, watchlists & AI chat

Sign up free to track Trust Co of Kansas, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Trust Co of Kansasโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803988). View Trust Co of Kansasโ€™s 13F filings on SEC

More 13F analyses

View all