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
UTF.RT
76
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
– –
-12,010
Closed -$936
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.