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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
JPM icon
1
JPMorgan Chase
JPM
$950B
$17.5M 11.91%
54,356
-34
-0.1% -$10.5K
CAT icon
2
Caterpillar
CAT
$387B
$9.99M 6.79%
17,435
-451
-3% -$251K
O icon
3
Realty Income
O
$59.1B
$7.94M 5.4%
140,829
-1,469
-1% -$85.1K
NRG icon
4
NRG Energy
NRG
$24.8B
$7.01M 4.76%
44,000
-2,000
-4% -$331K
GATX icon
5
GATX Corp
GATX
$6.27B
$6.27M 4.27%
36,998
– –
VOO icon
6
Vanguard S&P 500 ETF
VOO
$1.01T
$6.06M 4.12%
9,661
– –
BAC icon
7
Bank of America
BAC
$442B
$5.32M 3.62%
96,728
– –
VUG icon
8
Vanguard Morningstar Growth ETF
VUG
$231B
$5.22M 3.55%
64,170
+13,128
+26% +$1.07M
AAPL icon
9
Apple
AAPL
$4.57T
$4.59M 3.12%
16,873
-238
-1% -$63.9K
GBX icon
10
The Greenbrier Companies
GBX
$1.46B
$3.95M 2.69%
84,473
-250
-0.3% -$11.2K
UNP icon
11
Union Pacific
UNP
$174B
$3.84M 2.61%
16,609
-360
-2% -$82.2K
USB icon
12
US Bancorp
USB
$99.6B
$3.65M 2.48%
68,424
-640
-0.9% -$31.5K
R icon
13
Ryder
R
$10.1B
$3.22M 2.19%
16,837
– –
MSFT icon
14
Microsoft
MSFT
$3.71T
$3.02M 2.05%
6,245
-178
-3% -$89.2K
ADC icon
15
Agree Realty
ADC
$9.41B
$2.86M 1.95%
39,715
– –
XOM icon
16
ExxonMobil
XOM
$634B
$2.79M 1.9%
23,201
– –
ABBV icon
17
AbbVie
ABBV
$435B
$2.78M 1.89%
12,169
-20
-0.2% -$4.56K
TSN icon
18
Tyson Foods
TSN
$20.4B
$2.57M 1.75%
43,893
-175
-0.4% -$9.61K
GE icon
19
GE Aerospace
GE
$384B
$2.41M 1.64%
7,825
– –
EVRG icon
20
Evergy
EVRG
$19.2B
$2.09M 1.42%
28,844
– –
HD icon
21
Home Depot
HD
$355B
$2.06M 1.4%
5,997
– –
F icon
22
Ford
F
$55.7B
$1.94M 1.32%
147,600
– –
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.89M 1.28%
3,751
-125
-3% -$62.2K
FCX icon
24
Freeport-McMoran
FCX
$97.5B
$1.75M 1.19%
34,415
– –
T icon
25
AT&T
T
$163B
$1.6M 1.09%
64,232
-310
-0.5% -$7.85K
1
2 3 4

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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.