Community Bank of Raymore

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Community Bank of Raymore reported 76 stock positions worth $169.7 million. Its top holding was Caterpillar (CAT) at 10.5% of the portfolio, followed by JPMorgan Chase (JPM, 10.5%) and Realty Income (O, 5.1%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 23 and reduced 4. The biggest buy was a new position in Intel (INTC) and the biggest sale an exit from Honeywell International (HON).

Most Recent 13F
Q2 2026
Location
RAYMORE, MO
CIK
0001599923
Portfolio Value
$169.7M (Q2 2026)
SEC Filing
0001599923-26-000004 ↗ filed Jul 28, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $213.0M Q1 2024 Q2 2024: $128.8M Q2 2024 Q3 2024: $132.4M Q3 2024 Q4 2024: $127.2M Q4 2024 Q1 2025: $123.7M Q1 2025 Q2 2025: $135.1M Q2 2025 Q3 2025: $144.5M Q3 2025 Q4 2025: $147.0M Q4 2025 Q1 2026: $149.3M Q1 2026 Q2 2026: $169.7M $169.7M Q2 2026

Holdings 76 stocks · $169.7M
CAT Caterpillar Inc. 10.54% 16,803 $17.9M No change
JPM JPMorgan Chase & Co. 10.47% 54,276 $17.8M Reduce -0.6%
O Realty Income Corp. 5.07% 138,772 $8.6M Reduce -0.5%
VOO Vanguard S&P 500 ETF 4.15% 10,261 $7.0M Add +6.1%
GATX Gatx Corp. 3.86% 36,998 $6.6M No change
NRG NRG Energy Inc. 3.79% 44,000 $6.4M No change
BAC Bank of America Corp. 3.32% 98,776 $5.6M Add +4.8%
VUG Vanguard Mrngstar GR ETF-Sui 3.27% 64,504 $5.6M No change
AAPL Apple Inc. 3.03% 17,777 $5.1M Add +3.2%
UNP Union Pacific Corp. 2.66% 16,609 $4.5M No change
R Ryder System Inc. 2.62% 16,837 $4.4M No change
USB US Bancorp 2.44% 68,424 $4.1M No change
GBX Greenbrier Companies Inc. 2.35% 81,473 $4.0M No change
XOM Exxon Mobil Corp. 2.06% 25,581 $3.5M Add +2.9%
ADC Agree Realty Corp. 1.99% 44,624 $3.4M Add +11.5%
ABBV Abbvie Inc. 1.88% 12,673 $3.2M Add +2.0%
GE General Electric filed as GE AEROSPACE 1.72% 7,825 $2.9M No change
MSFT Microsoft Corp. 1.65% 7,507 $2.8M Add +6.1%
EVRG Evergy Inc. 1.62% 31,764 $2.7M Add +6.2%
TSN Tyson Foods Inc. Class A 1.54% 45,563 $2.6M Add +11.2%
BRK.B Berkshire Hathaway Inc. Class B 1.38% 4,692 $2.3M Add +18.7%
GEV GE Vernova Inc. 1.35% 1,956 $2.3M No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.29% 17,301 $2.2M Add +9.0%
HD Home Depot Inc. 1.28% 6,139 $2.2M No change
CSX CSX Corp. 1.15% 41,027 $2.0M No change
FCX Freeport-McMoran Inc. 1.08% 29,125 $1.8M Reduce -1.6%
F Ford Motor Co. filed as FORD MTR CO 1.05% 128,600 $1.8M Reduce -12.9%
WMT Walmart Inc. 1.04% 15,600 $1.8M Add +21.9%
GOOG Alphabet Inc. Class C 1.04% 4,986 $1.8M Add +11.3%
QCOM Qualcomm Inc. 0.97% 8,902 $1.6M No change
TXN Texas Instruments Inc. 0.87% 4,945 $1.5M Add +11.5%
T AT&T Inc. 0.86% 70,732 $1.5M Add +10.1%
PFE Pfizer Inc. 0.86% 60,520 $1.5M Add +33.8%
OHI Omega Healthcare Investors 0.85% 30,340 $1.4M Add +14.3%
KHC The Kraft Heinz Co. 0.82% 58,820 $1.4M No change
LXP LXP Industrial Trust 0.79% 24,790 $1.3M No change
GEHC GE Healthcare Technology 0.78% 20,595 $1.3M Add +30.4%
TGT Target Corp. 0.76% 9,940 $1.3M Add +14.3%
VTI VG Morningstar TS MKT ETF-US 0.76% 3,484 $1.3M No change
COP Conocophillips 0.65% 10,665 $1.1M No change
NUE Nucor Corp. 0.62% 4,750 $1.1M No change
NEE Nextera Energy Inc. 0.57% 11,036 $969K Add +20.1%
DUK Duke Energy Corp. 0.56% 7,565 $958K No change
ALL Allstate Corp. 0.52% 3,708 $882K No change
VFC VF Corp. 0.52% 52,720 $879K Add +24.6%
SO The Southern Co. 0.50% 8,950 $857K No change
PG The Procter & Gamble Co. 0.50% 5,785 $848K No change
CTVA Corteva Inc. 0.43% 8,644 $732K Add +2.0%
MS Morgan Stanley 0.42% 3,420 $715K No change
JNJ Johnson & Johnson 0.41% 2,717 $690K No change
INTC Intel Corp. 0.37% 4,496 $628K New
SLB SLB Ltd. filed as SLB LIMITED 0.34% 12,470 $580K Add +16.9%
VEA Vanguard Ftse Developed ETF 0.34% 8,030 $572K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.31% 1,860 $523K No change
NATL NCR Atleos Corp. 0.29% 11,425 $496K No change
AMZN Amazon.com Inc. 0.28% 1,989 $474K No change
IVV iShares Core S&P 500 ETF 0.26% 600 $449K No change
SHEL Shell PLC-ADR 0.26% 5,650 $438K No change
UTF Cohen & Steers Infrastructur 0.23% 14,032 $387K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 515 $385K No change
IWR iShares Russell Mid-Cap ETF 0.21% 3,175 $350K No change
CVX Chevron Corp. 0.20% 2,087 $346K No change
EPR Epr Properties filed as EPR PPTYS 0.20% 5,955 $345K No change
DE Deere & Co. 0.19% 513 $325K No change
IWM iShares Russell 2000 ETF 0.18% 1,009 $303K No change
MRK Merck & Co. Inc. 0.17% 2,205 $283K No change
PEP Pepsico Inc. 0.16% 2,002 $271K No change
ABT Abbott Laboratories 0.16% 2,940 $267K No change
RTX RTX Corp. 0.15% 1,313 $249K No change
VB Vanguard Most SM-Cap ETF-Usd 0.14% 763 $231K New
KTB Kontoor Brands Inc. 0.13% 2,726 $227K New
VZ Verizon Communications Inc. 0.12% 4,969 $210K No change
SYK Stryker Corp. 0.12% 667 $210K No change
BEPC Brookfield Renewable Corp. 0.12% 5,500 $204K No change
CLF Cleveland-Cliffs Inc. 0.10% 17,335 $163K No change
SVC Service Pptys TR 0.03% 31,850 $54K No change

Portfolio Sells Q1 2026 → Q2 2026
HON Honeywell International Inc. Sold out 0.00% −0.92
O Realty Income Corp. Reduce -0.5% 5.07% −0.65
JPM JPMorgan Chase & Co. Reduce -0.6% 10.47% −0.28
F Ford Motor Co. Reduce -12.9% 1.05% −0.09
FCX Freeport-McMoran Inc. Reduce -1.6% 1.08% −0.09

Portfolio Buys Q1 2026 → Q2 2026
INTC Intel Corp. New 0.37% +0.37
TXN Texas Instruments Inc. Add +11.5% 0.87% +0.29
VOO Vanguard S&P 500 ETF Add +6.1% 4.15% +0.28
BAC Bank of America Corp. Add +4.8% 3.32% +0.24
IRM Iron Mountain Inc. Add +9.0% 1.29% +0.20
GOOG Alphabet Inc. Class C Add +11.3% 1.04% +0.18
VB Vanguard Most SM-Cap ETF-Usd New 0.14% +0.14
KTB Kontoor Brands Inc. New 0.13% +0.13
BRK.B Berkshire Hathaway Inc. Class B Add +18.7% 1.38% +0.12
AAPL Apple Inc. Add +3.2% 3.03% +0.10
OHI Omega Healthcare Investors Add +14.3% 0.85% +0.07
ABBV Abbvie Inc. Add +2.0% 1.88% +0.07
TGT Target Corp. Add +14.3% 0.76% +0.06
VFC VF Corp. Add +24.6% 0.52% +0.04
GEHC GE Healthcare Technology Add +30.4% 0.78% +0.02
PFE Pfizer Inc. Add +33.8% 0.86% +0.01
NEE Nextera Energy Inc. Add +20.1% 0.57% −0.00
EVRG Evergy Inc. Add +6.2% 1.62% −0.02
WMT Walmart Inc. Add +21.9% 1.04% −0.02
SLB SLB Ltd. Add +16.9% 0.34% −0.03
ADC Agree Realty Corp. Add +11.5% 1.99% −0.03
CTVA Corteva Inc. Add +2.0% 0.43% −0.04
MSFT Microsoft Corp. Add +6.1% 1.65% −0.10
TSN Tyson Foods Inc. Class A Add +11.2% 1.54% −0.22
T AT&T Inc. Add +10.1% 0.86% −0.38
XOM Exxon Mobil Corp. Add +2.9% 2.06% −0.76

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 76$169.7MCAT, JPM, O, VOO, GATX
Q1 2026 74$149.3MJPM, CAT, O, NRG, GATX
Q4 2025 74$147.0MJPM, CAT, O, NRG, GATX
Q3 2025 74$144.5MJPM, O, CAT, NRG, GATX
Q2 2025 72$135.1MJPM, NRG, O, CAT, GATX
Q1 2025 72$123.7MJPM, O, CAT, GATX, NRG
Q4 2024 74$127.2MJPM, CAT, O, BAC, GATX
Q3 2024 75$132.4MJPM, CAT, O, NRG, BAC
Q2 2024 76$128.8MJPM, O, CAT, NRG, BAC
Q1 2024 88$213.0MO, CAT, JPM, BAC, NRG