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CBOR

Community Bank of Raymore Portfolio holdings

AUM $170M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
+10.17%
1 Year Est. Return
+32.14%
3 Year Est. Return
+89.63%
5 Year Est. Return
+95.15%
10 Year Est. Return
+231.29%
AUM
$135M
AUM Growth
+$11.3M
Cap. Flow
+$2.22M
Cap. Flow %
1.64%
Top 10 Hldgs %
49.31%
Holding
74
New
2
Increased
16
Reduced
15
Closed
2

Top Buys

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1.36M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.27M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$500K
4
TGT icon
Target
TGT
+$293K
5
VFC icon
VF Corp
VFC
+$292K

Top Sells

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$839K
2
O icon
Realty Income
O
+$350K
3
JPM icon
JPMorgan Chase
JPM
+$339K
4
CAT icon
Caterpillar
CAT
+$315K
5
TSN icon
Tyson Foods
TSN
+$282K

Sector Composition

Rank Sector Weight
1 Industrials 22.71%
2 Financials 20.04%
3 Real Estate 10.88%
4 Utilities 9.35%
5 Technology 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
26
Ford
F
$55.7B
$1.6M 1.19%
147,600
– –
CSX icon
27
CSX Corp
CSX
$92.5B
$1.47M 1.09%
45,085
+5,390
+14% +$162K
IRM icon
28
Iron Mountain
IRM
$36.4B
$1.37M 1.01%
13,341
– –
HON icon
29
Honeywell
HON
$72.9B
$1.34M 0.99%
6,115
+425
+7% +$86K
QCOM icon
30
Qualcomm
QCOM
$171B
$1.27M 0.94%
7,988
– –
GEV icon
31
GE Vernova
GEV
$269B
$1.24M 0.92%
2,348
– –
PFE icon
32
Pfizer
PFE
$152B
$1.19M 0.88%
49,130
+8,500
+21% +$198K
COP icon
33
ConocoPhillips
COP
$151B
$1.14M 0.85%
12,745
– –
PG icon
34
Procter & Gamble
PG
$338B
$1.13M 0.84%
7,085
-100
-1% -$16.3K
GEHC icon
35
GE HealthCare
GEHC
$32.9B
$1.05M 0.78%
14,207
+1,500
+12% +$104K
LXP icon
36
LXP Industrial Trust
LXP
$3.58B
$1.03M 0.76%
24,990
– –
TXN icon
37
Texas Instruments
TXN
$257B
$921K 0.68%
4,435
+880
+25% +$156K
DUK icon
38
Duke Energy
DUK
$96.1B
$907K 0.67%
7,690
– –
OHI icon
39
Omega Healthcare
OHI
$13.8B
$875K 0.65%
23,880
– –
SO icon
40
Southern Company
SO
$106B
$822K 0.61%
8,950
– –
TGT icon
41
Target
TGT
$69.2B
$820K 0.61%
8,310
+3,050
+58% +$293K
ALL icon
42
Allstate
ALL
$66.3B
$746K 0.55%
3,708
– –
GOOG icon
43
Alphabet (Google) Class C
GOOG
$4.19T
$734K 0.54%
4,139
– –
AMZN icon
44
Amazon
AMZN
$2.94T
$677K 0.5%
3,084
+970
+46% +$192K
NUE icon
45
Nucor
NUE
$61.9B
$615K 0.46%
4,750
-270
-5% -$31.6K
NEE icon
46
NextEra Energy
NEE
$179B
$609K 0.45%
8,766
-100
-1% -$6.95K
IBM icon
47
IBM
IBM
$225B
$548K 0.41%
1,860
– –
CTVA icon
48
Corteva
CTVA
$50.9B
$541K 0.4%
7,256
+730
+11% +$48.6K
VEA icon
49
Vanguard FTSE Developed Markets ETF
VEA
$236B
$532K 0.39%
+9,330
New +$500K
MS icon
50
Morgan Stanley
MS
$338B
$482K 0.36%
3,420
– –
1
2
3

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Community Bank of Raymore's Q2 2025 Portfolio in Review

As of Q2 2025, Community Bank of Raymore held 74 positions worth $135M, up 9.2% from $124M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Community Bank of Raymore's Q2 2025 filing shows 2 new, 16 increased, 15 reduced and 2 closed positions. Its largest new stake was Vanguard FTSE Developed Markets ETF: 9,330 shares worth $532K. The largest sale was Bank of America, an estimated $839K.

By sector, the portfolio is most concentrated in Industrials at 23% of assets, down from 23% a quarter earlier, followed by Financials and Real Estate.

  • Community Bank of Raymore's largest Q2 2025 buy was Vanguard FTSE Developed Markets ETF: 9,330 shares worth $532K.
  • Community Bank of Raymore added most to Vanguard Morningstar Growth ETF in Q2 2025, an estimated $1.36M increase.
  • Community Bank of Raymore's biggest Q2 2025 reduction was Bank of America, cutting an estimated $839K.
  • Community Bank of Raymore fully exited Merck in Q2 2025, selling an estimated $216K.
  • Community Bank of Raymore's ten largest holdings make up 49% of its $135M portfolio in Q2 2025.
  • Community Bank of Raymore opened 2 new positions and closed 2 in Q2 2025.
  • Community Bank of Raymore's portfolio value rose 9.2% quarter-over-quarter to $135M.

Based on Community Bank of Raymore's 13F filing for Q2 2025, filed 29 Jul 2025.