Fund HoldingsVantage Investment Partners, LLC

Total Portfolio Value
$1.00M
Total Bought
$248.8K
Total Sold
$19.2K
Net Transaction
+$229.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
LAUDER ESTEE COS INC(EL)25,439186,666+161,2274272.72%+24
NOVO-NORDISK A S(NVO)307,732483,110+175,37828504.98%+22
OREILLY AUTOMOTIVE INC(ORLY)27,83045,868+18,03825444.34%+18
COSTAR GROUP INC(CSGP)187,196348,860+161,66414303.04%+16
LULULEMON ATHLETICA INC(LULU)030,443+30,4430161.55%+16
UNITEDHEALTH GROUP INC(UNH)84,324106,934+22,61043565.61%+14
EQT CORP(EQT)439,115797,262+358,14718313.07%+13
CHIPOTLE MEXICAN GRILL INC(CMG)12,00114,780+2,77922343.37%+12
NORTHROP GRUMMAN CORP(NOC)30,21053,240+23,03013252.48%+12
NIKE INC(NKE)274,343336,319+61,97626373.64%+10
ALPHABET INC(GOOG)229,111278,094+48,98330393.91%+9
APPLE INC(AAPL)166,073186,819+20,74628363.59%+8
MICROSOFT CORP(MSFT)77,11682,985+5,86924313.11%+7
DISNEY WALT CO(DIS)302,967328,473+25,50625302.96%+5
CENTENE CORP DEL(CNC)433,492456,446+22,95430343.38%+4
MONOLITHIC PWR SYS INC(MPWR)42,68637,573-5,11320242.36%+4
SNOWFLAKE INC(SNOW)28,48841,001+12,513480.81%+4
SHERWIN WILLIAMS CO(SHW)18,07026,115+8,045580.81%+4
NVIDIA CORPORATION(NVDA)15,38220,624+5,2427101.02%+4
COSTCO WHSL CORP NEW(COST)8,98512,838+3,853580.84%+3
NXP SEMICONDUCTORS N V
COM
23,93035,060+11,130580.80%+3
VISA INC(V)20,67830,044+9,366580.78%+3
BLACKSTONE INC(BX)134,838133,493-1,34514171.74%+3
MASTERCARD INCORPORATED(MA)11,51517,356+5,841570.74%+3
CROWN CASTLE INC(CCI)114,614115,512+89811131.33%+3
WARNER BROS DISCOVERY INC(WBD)885,0001,085,000+200,00010121.23%+3
NEXTERA ENERGY INC(NEE)152,064188,410+36,3469111.14%+3
S&P GLOBAL INC(SPGI)1,4567,058+5,602130.31%+3
AMAZON COM INC(AMZN)46,14855,335+9,187680.84%+3
JPMORGAN CHASE & CO(JPM)93,18893,975+78714161.59%+2
FASTENAL CO(FAST)228,473228,773+30012151.48%+2
SOUTHERN COPPER CORP(SCCO)168,984171,495+2,51113151.47%+2
INTUITIVE SURGICAL INC18,57322,125+3,552570.74%+2
HUMANA INC(HUM)10,66215,599+4,937570.71%+2
RTX CORPORATION(RTX)150,543151,564+1,02111131.27%+2
HONEYWELL INTL INC(HON)64,12364,858+73512141.36%+2
MCDONALDS CORP(MCD)51,94651,946014151.54%+2
TEXAS INSTRS INC(TXN)72,80877,786+4,97812131.32%+2
FLOOR & DECOR HLDGS INC(FND)209,550184,245-25,30519212.05%+2
PRICE T ROWE GROUP INC(TROW)110,532121,776+11,24412131.31%+2
LOCKHEED MARTIN CORP(LMT)28,74428,871+12712131.30%+1
LOWES COS INC(LOW)58,50359,518+1,01512131.32%+1
UNITED PARCEL SERVICE INC(UPS)74,03078,599+4,56912121.23%+1
STARBUCKS CORP(SBUX)129,639130,466+82712131.25%+1
ELI LILLY & CO(LLY)31,11429,713-1,40117171.73%+1
PAYCHEX INC(PAYX)107,252108,257+1,00512131.29%+1
CAPITOL FED FINL INC(CFFN)200,000200,0000110.13%0
VANGUARD TOTAL BD MRKT INDEX FDS02,990+2,990000.02%0
PEPSICO INC(PEP)74,98875,932+94413131.29%0
SPDR SERIES TRUST PRTFLO S&P 500
ST STR P500ETF
28,30528,3050120.16%0
DIAMONDBACK ENERGY INC(FANG)93,05993,889+83014151.45%0
WILLIAMS COS INC(WMB)87,50087,5000330.30%0
CHENIERE ENERGY INC(LNG)18,50018,5000330.31%0
VANGUARD WHITEHALL HIGH DIV YLD9,0529,0520110.10%0
SPDR SER TR PORTFOLIO S&P600
ST STR SP600 SML
8,5308,705+175000.04%0
VANGUARD INDEX FDS TOTAL STK MKT2,0342,0340000.05%0
ISHARES TR SELECT DIVD ETF4,5734,5730010.05%0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD
ST STR PO EX ETF
10,44810,703+255000.04%0
SPDR SER TR PRTFLO S&P 500 HI
ST STR SP500DIV
8,6178,720+103000.03%0
SPDR INDEX SHS FDS PORTFOLIO EMG MKT
ST PORT MARK ETF
7,2407,550+310000.03%0
VANGUARD INTL EQUITY ALL WRLD EX US5,6695,6690000.03%0
SPDR SERIES TRUST BLOOMBERG BRC
ST STR RATE ETF
24,60724,6070110.08%-0
SPDR S&P 500 ETF TR(SPY)9590-95900-0
CISCO SYS INC(CSCO)252,671257,521+4,85014131.30%-1
LUMINAR TECHNOLOGIES INC3,834,9943,834,994017131.29%-5
CHEVRON CORP NEW(CVX)257,547257,547043383.83%-5
BOEING CO(BA)50,0000-50,000100-10
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