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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
+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
JNJ icon
51
Johnson & Johnson
JNJ
$629B
$603K 0.41%
2,912
-75
-3% -$14.8K
VEA icon
52
Vanguard FTSE Developed Markets ETF
VEA
$238B
$583K 0.4%
9,330
– –
IBM icon
53
IBM
IBM
$222B
$551K 0.37%
1,860
– –
CTVA icon
54
Corteva
CTVA
$50.4B
$486K 0.33%
7,256
– –
NATL icon
55
NCR Atleos
NATL
$3.47B
$435K 0.3%
11,425
– –
SHEL icon
56
Shell
SHEL
$249B
$415K 0.28%
5,650
– –
IVV icon
57
iShares Core S&P 500 ETF
IVV
$904B
$411K 0.28%
600
– –
SLB icon
58
SLB Ltd
SLB
$78.1B
$410K 0.28%
10,670
-300
-3% -$10.9K
IWR icon
59
iShares Russell Mid-Cap ETF
IWR
$57.9B
$392K 0.27%
4,075
-154
-4% -$14.8K
ABT icon
60
Abbott
ABT
$192B
$377K 0.26%
3,010
– –
SPY icon
61
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$351K 0.24%
515
– –
CLF icon
62
Cleveland-Cliffs
CLF
$6.99B
$342K 0.23%
25,735
– –
UTF icon
63
Cohen & Steers Infrastructure Fund
UTF
$3B
$338K 0.23%
14,032
+2,022
+17% +$48.5K
IWM icon
64
iShares Russell 2000 ETF
IWM
$82.2B
$322K 0.22%
1,309
– –
CVX icon
65
Chevron
CVX
$386B
$318K 0.22%
2,087
– –
EPR icon
66
EPR Properties
EPR
$4.7B
$297K 0.2%
5,955
– –
PEP icon
67
PepsiCo
PEP
$189B
$287K 0.2%
2,002
– –
RTX icon
68
RTX Corp
RTX
$300B
$241K 0.16%
1,313
– –
SYK icon
69
Stryker
SYK
$133B
$234K 0.16%
667
– –
MRK icon
70
Merck
MRK
$328B
$232K 0.16%
2,205
-200
-8% -$18.8K
DE icon
71
Deere & Co
DE
$167B
$220K 0.15%
+473
New +$222K
VZ icon
72
Verizon
VZ
$195B
$202K 0.14%
4,969
-910
-15% -$36.9K
VYX icon
73
NCR Voyix
VYX
$1.12B
$120K 0.08%
11,750
– –
SVC
74
Service Properties Trust
SVC
$1.1B
$58.6K 0.04%
6,370
– –
LOW icon
75
Lowe's Companies
LOW
$121B
– –
-809
Closed -$203K
1 2
3
4

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DWM
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SNBOSCI
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SFP
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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.