We are live on ! Find out more
CBOR

Community Bank of Raymore Portfolio holdings

AUM $170M
1-Year Est. Return 32.14%
This Fund
S&P 500
This Quarter Est. Return
+2.86%
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
$147M
AUM Growth
+$2.55M
Cap. Flow
-$550K
Cap. Flow %
-0.37%
Top 10 Hldgs %
50.23%
Holding
76
New
1
Increased
7
Reduced
21
Closed
2

Top Buys

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1.07M
2
DE icon
Deere & Co
DE
+$222K
3
IRM icon
Iron Mountain
IRM
+$88.9K
4
PFE icon
Pfizer
PFE
+$75.7K
5
UTF icon
Cohen & Steers Infrastructure Fund
UTF
+$48.5K

Top Sells

Rank Stock Value
1
KHC icon
Kraft Heinz
KHC
+$719K
2
NRG icon
NRG Energy
NRG
+$331K
3
CAT icon
Caterpillar
CAT
+$251K
4
LOW icon
Lowe's Companies
LOW
+$203K
5
MSFT icon
Microsoft
MSFT
+$89.2K

Sector Composition

Rank Sector Weight
1 Industrials 23.19%
2 Financials 20.23%
3 Real Estate 10.07%
4 Utilities 7.83%
5 Technology 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSX icon
26
CSX Corp
CSX
$92.4B
$1.46M 1%
40,387
– –
QCOM icon
27
Qualcomm
QCOM
$172B
$1.38M 0.94%
8,063
+75
+0.9% +$12.9K
PFE icon
28
Pfizer
PFE
$150B
$1.37M 0.93%
55,130
+3,000
+6% +$75.7K
KHC icon
29
Kraft Heinz
KHC
$28.7B
$1.36M 0.93%
56,173
-28,903
-34% -$719K
VTI icon
30
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$1.35M 0.92%
4,041
– –
GEV icon
31
GE Vernova
GEV
$277B
$1.33M 0.9%
2,036
– –
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.19T
$1.3M 0.88%
4,139
– –
IRM icon
33
Iron Mountain
IRM
$37B
$1.26M 0.86%
15,241
+950
+7% +$88.9K
GEHC icon
34
GE HealthCare
GEHC
$32.4B
$1.23M 0.84%
14,991
– –
LXP icon
35
LXP Industrial Trust
LXP
$3.57B
$1.23M 0.84%
24,790
– –
OHI icon
36
Omega Healthcare
OHI
$13.9B
$1.17M 0.79%
26,280
– –
HON icon
37
Honeywell
HON
$73.1B
$1.16M 0.79%
5,958
-363
-6% -$71K
WMT icon
38
Walmart Inc
WMT
$914B
$1.16M 0.79%
10,396
– –
COP icon
39
ConocoPhillips
COP
$151B
$1.02M 0.69%
10,910
– –
PG icon
40
Procter & Gamble
PG
$335B
$1.02M 0.69%
7,085
– –
DUK icon
41
Duke Energy
DUK
$96.1B
$901K 0.61%
7,690
– –
TGT icon
42
Target
TGT
$69.1B
$855K 0.58%
8,750
-160
-2% -$14.7K
SO icon
43
Southern Company
SO
$106B
$780K 0.53%
8,950
– –
NUE icon
44
Nucor
NUE
$61.4B
$775K 0.53%
4,750
– –
ALL icon
45
Allstate
ALL
$66.3B
$772K 0.52%
3,708
– –
TXN icon
46
Texas Instruments
TXN
$258B
$769K 0.52%
4,435
– –
AMZN icon
47
Amazon
AMZN
$2.92T
$759K 0.52%
3,289
+175
+6% +$40K
VFC icon
48
VF Corp
VFC
$5.72B
$733K 0.5%
40,560
– –
NEE icon
49
NextEra Energy
NEE
$179B
$730K 0.5%
9,096
+500
+6% +$41.4K
MS icon
50
Morgan Stanley
MS
$343B
$607K 0.41%
3,420
– –
1
2
3 4

Similar funds

CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return
DWM
Daner Wealth Management Alpharetta, Georgia $170M AUM 15.3% 1-Year Est. Return
AGC
ARP Global Capital Dubai $170M AUM
SNBOSCI
Security National Bank of Sioux City Iowa Sioux City, Iowa $169M AUM 18.07% 1-Year Est. Return
FVM
Forerunner Ventures Management San Francisco, California $169M AUM
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

Community Bank of Raymore's Q4 2025 Portfolio in Review

As of Q4 2025, Community Bank of Raymore held 76 positions worth $147M, up 1.8% from $144M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 3.9%. Community Bank of Raymore opened 1 new position and exited 2, leaving the 76-position portfolio largely intact.

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

  • Community Bank of Raymore's largest Q4 2025 buy was Deere & Co: 473 shares worth $220K.
  • Community Bank of Raymore added most to Vanguard Morningstar Growth ETF in Q4 2025, an estimated $1.07M increase.
  • Community Bank of Raymore's biggest Q4 2025 reduction was Kraft Heinz, cutting an estimated $719K.
  • Community Bank of Raymore fully exited Lowe's Companies in Q4 2025, selling an estimated $203K.
  • Community Bank of Raymore's ten largest holdings make up 50% of its $147M portfolio in Q4 2025.
  • Community Bank of Raymore opened 1 new position and closed 2 in Q4 2025.
  • Community Bank of Raymore's portfolio value rose 1.8% quarter-over-quarter to $147M.

Based on Community Bank of Raymore's 13F filing for Q4 2025, filed 23 Jan 2026.