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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
+10.17%
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
$135M
AUM Growth
+$11.3M
Cap. Flow
+$2.22M
Cap. Flow %
1.64%
Top 10 Hldgs %
49.31%
Holding
74
New
2
Increased
16
Reduced
15
Closed
2

Top Buys

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1.36M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.27M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$500K
4
TGT icon
Target
TGT
+$293K
5
VFC icon
VF Corp
VFC
+$292K

Top Sells

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$839K
2
O icon
Realty Income
O
+$350K
3
JPM icon
JPMorgan Chase
JPM
+$339K
4
CAT icon
Caterpillar
CAT
+$315K
5
TSN icon
Tyson Foods
TSN
+$282K

Sector Composition

Rank Sector Weight
1 Industrials 22.71%
2 Financials 20.04%
3 Real Estate 10.88%
4 Utilities 9.35%
5 Technology 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
1
JPMorgan Chase
JPM
$941B
$15.8M 11.67%
54,390
-1,330
-2% -$339K
NRG icon
2
NRG Energy
NRG
$25.4B
$8.3M 6.15%
51,705
-2,025
-4% -$267K
O icon
3
Realty Income
O
$59.3B
$8.22M 6.08%
142,676
-6,188
-4% -$350K
CAT icon
4
Caterpillar
CAT
$392B
$7.19M 5.32%
18,521
-945
-5% -$315K
GATX icon
5
GATX Corp
GATX
$6.31B
$5.81M 4.3%
37,844
– –
VOO icon
6
Vanguard S&P 500 ETF
VOO
$1.01T
$5.07M 3.76%
8,934
+2,412
+37% +$1.27M
BAC icon
7
Bank of America
BAC
$437B
$4.79M 3.55%
101,233
-19,950
-16% -$839K
UNP icon
8
Union Pacific
UNP
$175B
$3.9M 2.89%
16,969
– –
GBX icon
9
The Greenbrier Companies
GBX
$1.47B
$3.9M 2.89%
84,723
– –
VUG icon
10
Vanguard Morningstar Growth ETF
VUG
$231B
$3.64M 2.69%
49,806
+20,658
+71% +$1.36M
R icon
11
Ryder
R
$10.1B
$3.47M 2.57%
21,837
-726
-3% -$107K
AAPL icon
12
Apple
AAPL
$4.54T
$3.43M 2.54%
16,701
+770
+5% +$156K
USB icon
13
US Bancorp
USB
$98.9B
$3.22M 2.38%
71,155
-2,302
-3% -$96.8K
MSFT icon
14
Microsoft
MSFT
$3.75T
$3.21M 2.38%
6,453
+320
+5% +$139K
KHC icon
15
Kraft Heinz
KHC
$29.9B
$2.91M 2.15%
112,691
-3,810
-3% -$106K
ADC icon
16
Agree Realty
ADC
$9.5B
$2.68M 1.99%
36,715
-2,800
-7% -$210K
XOM icon
17
ExxonMobil
XOM
$630B
$2.5M 1.85%
23,201
+1,110
+5% +$119K
TSN icon
18
Tyson Foods
TSN
$20.4B
$2.37M 1.76%
42,378
-4,900
-10% -$282K
GE icon
19
GE Aerospace
GE
$389B
$2.34M 1.73%
9,075
– –
HD icon
20
Home Depot
HD
$353B
$2.2M 1.63%
5,997
– –
ABBV icon
21
AbbVie
ABBV
$435B
$2.18M 1.61%
11,739
– –
EVRG icon
22
Evergy
EVRG
$19.2B
$1.99M 1.47%
28,844
– –
T icon
23
AT&T
T
$162B
$1.87M 1.38%
64,542
– –
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.12T
$1.77M 1.31%
3,636
– –
FCX icon
25
Freeport-McMoran
FCX
$98.5B
$1.68M 1.24%
38,775
-1,450
-4% -$55.1K
1
2 3

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Community Bank of Raymore's Q2 2025 Portfolio in Review

As of Q2 2025, Community Bank of Raymore held 74 positions worth $135M, up 9.2% from $124M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Community Bank of Raymore's Q2 2025 filing shows 2 new, 16 increased, 15 reduced and 2 closed positions. Its largest new stake was Vanguard FTSE Developed Markets ETF: 9,330 shares worth $532K. The largest sale was Bank of America, an estimated $839K.

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 Q2 2025 buy was Vanguard FTSE Developed Markets ETF: 9,330 shares worth $532K.
  • Community Bank of Raymore added most to Vanguard Morningstar Growth ETF in Q2 2025, an estimated $1.36M increase.
  • Community Bank of Raymore's biggest Q2 2025 reduction was Bank of America, cutting an estimated $839K.
  • Community Bank of Raymore fully exited Merck in Q2 2025, selling an estimated $216K.
  • Community Bank of Raymore's ten largest holdings make up 49% of its $135M portfolio in Q2 2025.
  • Community Bank of Raymore opened 2 new positions and closed 2 in Q2 2025.
  • Community Bank of Raymore's portfolio value rose 9.2% quarter-over-quarter to $135M.

Based on Community Bank of Raymore's 13F filing for Q2 2025, filed 29 Jul 2025.