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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
+8.33%
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
$144M
AUM Growth
+$9.41M
Cap. Flow
-$964K
Cap. Flow %
-0.67%
Top 10 Hldgs %
49.56%
Holding
76
New
4
Increased
17
Reduced
18
Closed
1

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$989K
2
WMT icon
Walmart Inc
WMT
+$627K
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$429K
4
ADC icon
Agree Realty
ADC
+$217K
5
RTX icon
RTX Corp
RTX
+$204K

Top Sells

Rank Stock Value
1
R icon
Ryder
R
+$902K
2
NRG icon
NRG Energy
NRG
+$889K
3
KHC icon
Kraft Heinz
KHC
+$750K
4
GE icon
GE Aerospace
GE
+$342K
5
COF icon
Capital One
COF
+$301K

Sector Composition

Rank Sector Weight
1 Industrials 22.57%
2 Financials 19.91%
3 Real Estate 10.78%
4 Utilities 8.37%
5 Technology 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IRM icon
26
Iron Mountain
IRM
$37B
$1.46M 1.01%
14,291
+950
+7% +$91.5K
CSX icon
27
CSX Corp
CSX
$92.8B
$1.43M 0.99%
40,387
-4,698
-10% -$160K
FCX icon
28
Freeport-McMoran
FCX
$96.9B
$1.35M 0.93%
34,415
-4,360
-11% -$189K
QCOM icon
29
Qualcomm
QCOM
$171B
$1.33M 0.92%
7,988
– –
PFE icon
30
Pfizer
PFE
$150B
$1.33M 0.92%
52,130
+3,000
+6% +$74K
VTI icon
31
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$1.33M 0.92%
4,041
+3,132
+345% +$989K
HON icon
32
Honeywell
HON
$74.6B
$1.25M 0.87%
6,321
+206
+3% +$43K
GEV icon
33
GE Vernova
GEV
$277B
$1.25M 0.87%
2,036
-312
-13% -$189K
GEHC icon
34
GE HealthCare
GEHC
$32.6B
$1.13M 0.78%
14,991
+784
+6% +$58.5K
LXP icon
35
LXP Industrial Trust
LXP
$3.58B
$1.11M 0.77%
24,790
-200
-0.8% -$8.59K
OHI icon
36
Omega Healthcare
OHI
$13.9B
$1.11M 0.77%
26,280
+2,400
+10% +$96.8K
PG icon
37
Procter & Gamble
PG
$335B
$1.09M 0.75%
7,085
– –
WMT icon
38
Walmart Inc
WMT
$923B
$1.07M 0.74%
10,396
+6,300
+154% +$627K
COP icon
39
ConocoPhillips
COP
$153B
$1.03M 0.71%
10,910
-1,835
-14% -$173K
GOOG icon
40
Alphabet (Google) Class C
GOOG
$4.19T
$1.01M 0.7%
4,139
– –
DUK icon
41
Duke Energy
DUK
$96.3B
$952K 0.66%
7,690
– –
SO icon
42
Southern Company
SO
$106B
$848K 0.59%
8,950
– –
TXN icon
43
Texas Instruments
TXN
$253B
$815K 0.56%
4,435
– –
TGT icon
44
Target
TGT
$69.9B
$799K 0.55%
8,910
+600
+7% +$59.1K
ALL icon
45
Allstate
ALL
$64.7B
$796K 0.55%
3,708
– –
AMZN icon
46
Amazon
AMZN
$2.88T
$684K 0.47%
3,114
+30
+1% +$6.79K
NEE icon
47
NextEra Energy
NEE
$179B
$649K 0.45%
8,596
-170
-2% -$12.4K
NUE icon
48
Nucor
NUE
$61.9B
$643K 0.45%
4,750
– –
VFC icon
49
VF Corp
VFC
$5.73B
$585K 0.41%
40,560
+3,900
+11% +$52.4K
VEA icon
50
Vanguard FTSE Developed Markets ETF
VEA
$238B
$559K 0.39%
9,330
– –
1
2
3 4

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Community Bank of Raymore's Q3 2025 Portfolio in Review

As of Q3 2025, Community Bank of Raymore held 76 positions worth $144M, up 7% from $135M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Community Bank of Raymore's Q3 2025 filing shows 4 new, 17 increased, 18 reduced and 1 closed positions. Its largest new stake was RTX Corp: 1,313 shares worth $220K. The largest sale was Ryder, an estimated $902K.

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 Q3 2025 buy was RTX Corp: 1,313 shares worth $220K.
  • Community Bank of Raymore added most to Vanguard Morningstar Total Stock Market ETF in Q3 2025, an estimated $989K increase.
  • Community Bank of Raymore's biggest Q3 2025 reduction was Ryder, cutting an estimated $902K.
  • Community Bank of Raymore fully exited Capital One in Q3 2025, selling an estimated $301K.
  • Community Bank of Raymore's ten largest holdings make up 50% of its $144M portfolio in Q3 2025.
  • Community Bank of Raymore opened 4 new positions and closed 1 in Q3 2025.
  • Community Bank of Raymore's portfolio value rose 7% quarter-over-quarter to $144M.

Based on Community Bank of Raymore's 13F filing for Q3 2025, filed 14 Oct 2025.