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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
JNJ icon
51
Johnson & Johnson
JNJ
$629B
$554K 0.38%
2,987
-45
-1% -$7.71K
MS icon
52
Morgan Stanley
MS
$342B
$544K 0.38%
3,420
– –
IBM icon
53
IBM
IBM
$222B
$525K 0.36%
1,860
– –
CTVA icon
54
Corteva
CTVA
$50.4B
$491K 0.34%
7,256
– –
NATL icon
55
NCR Atleos
NATL
$3.47B
$449K 0.31%
11,425
– –
IWR icon
56
iShares Russell Mid-Cap ETF
IWR
$57.9B
$408K 0.28%
4,229
– –
SHEL icon
57
Shell
SHEL
$249B
$404K 0.28%
5,650
– –
ABT icon
58
Abbott
ABT
$192B
$403K 0.28%
3,010
– –
IVV icon
59
iShares Core S&P 500 ETF
IVV
$904B
$402K 0.28%
600
– –
SLB icon
60
SLB Ltd
SLB
$78.1B
$377K 0.26%
10,970
– –
EPR icon
61
EPR Properties
EPR
$4.7B
$345K 0.24%
5,955
– –
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$343K 0.24%
515
– –
CVX icon
63
Chevron
CVX
$386B
$324K 0.22%
2,087
– –
IWM icon
64
iShares Russell 2000 ETF
IWM
$82.2B
$317K 0.22%
1,309
– –
CLF icon
65
Cleveland-Cliffs
CLF
$6.99B
$314K 0.22%
25,735
– –
UTF icon
66
Cohen & Steers Infrastructure Fund
UTF
$3B
$298K 0.21%
12,010
– –
PEP icon
67
PepsiCo
PEP
$189B
$281K 0.19%
2,002
– –
VZ icon
68
Verizon
VZ
$195B
$258K 0.18%
5,879
– –
SYK icon
69
Stryker
SYK
$133B
$247K 0.17%
667
– –
RTX icon
70
RTX Corp
RTX
$300B
$220K 0.15%
+1,313
New +$204K
LOW icon
71
Lowe's Companies
LOW
$121B
$203K 0.14%
+809
New +$199K
MRK icon
72
Merck
MRK
$328B
$202K 0.14%
+2,405
New +$198K
VYX icon
73
NCR Voyix
VYX
$1.12B
$147K 0.1%
11,750
– –
SVC
74
Service Properties Trust
SVC
$1.1B
$86.3K 0.06%
6,370
-8,058
-56% -$109K
UTF.RT
75
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$936 ﹤0.01%
+12,010
New +$906
1 2
3
4

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SNBOSCI
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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.