Community Bank of Raymore

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Community Bank of Raymore reported 72 stock positions worth $123.7 million. Its top holding was JPMorgan Chase (JPM) at 11.0% of the portfolio, followed by Realty Income (O, 7.0%) and Caterpillar (CAT, 5.2%). Compared with Q4 2024, it sold out of 2, added to 10 and reduced 36. The biggest buy was Realty Income (O, shares +20%) and the biggest sale Bank of America (BAC, shares −11%).

Most Recent 13F
Q2 2026
Location
RAYMORE, MO
CIK
0001599923
Portfolio Value
$123.7M (Q1 2025)
SEC Filing
0001085146-25-002970 ↗ filed May 13, 2025

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 $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 Q2 2026

Holdings 72 stocks · $123.7M
JPM JPMorgan Chase & Co. 11.05% 55,720 $13.7M Reduce -0.7%
O Realty Income Corp. 6.98% 148,864 $8.6M Add +19.7%
CAT Caterpillar Inc. 5.19% 19,466 $6.4M Add +1.9%
GATX Gatx Corp. 4.75% 37,844 $5.9M Reduce -0.1%
NRG NRG Energy Inc. 4.15% 53,730 $5.1M Reduce -5.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 4.09% 121,183 $5.1M Reduce -11.0%
GBX Greenbrier Companies Inc. 3.51% 84,723 $4.3M No change
UNP Union Pacific Corp. 3.24% 16,969 $4.0M No change
KHC The Kraft Heinz Co. 2.87% 116,501 $3.5M Reduce -2.7%
AAPL Apple Inc. 2.86% 15,931 $3.5M Reduce -8.3%
VOO Vanguard S&P 500 ETF 2.71% 6,522 $3.4M Add +4.0%
R Ryder System Inc. 2.62% 22,563 $3.2M No change
USB US Bancorp 2.51% 73,457 $3.1M Reduce -1.1%
ADC Agree Realty Corp. 2.47% 39,515 $3.1M Reduce -10.2%
TSN Tyson Foods Inc. Class A 2.44% 47,278 $3.0M Reduce -4.6%
XOM Exxon Mobil Corp. 2.12% 22,091 $2.6M Reduce -5.8%
ABBV Abbvie Inc. 1.99% 11,739 $2.5M Reduce -15.5%
MSFT Microsoft Corp. 1.86% 6,133 $2.3M Add +14.8%
HD Home Depot Inc. 1.78% 5,997 $2.2M Reduce -10.9%
EVRG Evergy Inc. 1.61% 28,844 $2.0M Reduce -6.7%
BRK.B Berkshire Hathaway Inc. Class B 1.56% 3,636 $1.9M Reduce -13.9%
T AT&T Inc. 1.48% 64,542 $1.8M Reduce -5.0%
GE General Electric filed as GE AEROSPACE 1.47% 9,075 $1.8M Reduce -3.4%
VUG Vanguard Mrngstar GR ETF-Sui 1.46% 4,858 $1.8M Add +104.0%
FCX Freeport-McMoran Inc. 1.23% 40,225 $1.5M No change
F Ford Motor Co. filed as FORD MTR CO 1.20% 147,600 $1.5M No change
COP Conocophillips 1.08% 12,745 $1.3M Reduce -12.4%
QCOM Qualcomm Inc. 0.99% 7,988 $1.2M Reduce -19.8%
PG The Procter & Gamble Co. 0.99% 7,185 $1.2M No change
CSX CSX Corp. 0.94% 39,695 $1.2M Reduce -6.4%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.93% 13,341 $1.1M Reduce -19.1%
HON Honeywell International Inc. 0.92% 5,363 $1.1M Reduce -5.9%
LXP LXP Industrial Trust 0.87% 124,950 $1.1M Reduce -4.6%
PFE Pfizer Inc. 0.83% 40,630 $1.0M Add +3.5%
GEHC GE Healthcare Technology 0.83% 12,707 $1.0M Reduce -14.2%
DUK Duke Energy Corp. 0.76% 7,690 $938K No change
OHI Omega Healthcare Investors 0.73% 23,880 $909K Reduce -9.9%
SO The Southern Co. 0.67% 8,950 $823K No change
ALL Allstate Corp. 0.62% 3,708 $768K No change
GEV GE Vernova Inc. 0.58% 2,348 $717K No change
GOOG Alphabet Inc. Class C 0.52% 4,139 $647K Reduce -13.9%
TXN Texas Instruments Inc. 0.52% 3,555 $639K Add +26.7%
NEE Nextera Energy Inc. 0.51% 8,866 $629K Reduce -1.6%
NUE Nucor Corp. 0.49% 5,020 $604K Reduce -2.9%
TGT Target Corp. 0.44% 5,260 $549K Add +8.4%
JNJ Johnson & Johnson 0.41% 3,082 $511K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.37% 1,860 $463K No change
SHEL Shell PLC-ADR 0.33% 5,650 $414K No change
CTVA Corteva Inc. 0.33% 6,526 $411K Reduce -29.6%
AMZN Amazon.com Inc. 0.33% 2,114 $402K No change
ABT Abbott Laboratories 0.32% 3,010 $399K Reduce -4.0%
MS Morgan Stanley 0.32% 3,420 $399K No change
IWR iShares Russell Mid-Cap ETF 0.29% 4,229 $360K No change
CVX Chevron Corp. 0.28% 2,087 $349K No change
IVV iShares Core S&P 500 ETF 0.27% 600 $337K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.26% 7,630 $319K Add +19.0%
EPR Epr Properties filed as EPR PPTYS 0.25% 5,955 $313K Add +30.7%
UTF Cohen & Steers Infrastructur 0.25% 12,010 $307K No change
NATL NCR Atleos Corp. 0.24% 11,425 $301K Reduce -11.3%
PEP Pepsico Inc. 0.24% 2,002 $300K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 515 $288K No change
VZ Verizon Communications Inc. 0.22% 5,879 $267K No change
IWM iShares Russell 2000 ETF 0.21% 1,309 $261K No change
VTI VG Morningstar TS MKT ETF-US 0.20% 909 $250K No change
SYK Stryker Corp. 0.20% 667 $248K No change
WMT Walmart Inc. 0.19% 2,646 $232K No change
MRK Merck & Co. Inc. 0.17% 2,405 $216K Reduce -7.7%
CLF Cleveland-Cliffs Inc. 0.17% 25,735 $212K Reduce -27.0%
VFC VF Corp. 0.16% 13,070 $203K Reduce -55.0%
SVC Service Pptys TR 0.15% 72,140 $188K Reduce -9.5%
APLE Apple Hospitality REIT Inc. 0.10% 10,000 $129K Reduce -15.3%
VYX NCR Voyix Corp. 0.09% 11,750 $115K Reduce -75.6%

Portfolio Sells Q4 2024 → Q1 2025
BAC Bank of America Corp. Reduce -11.0% 4.09% −0.62
AAPL Apple Inc. Reduce -8.3% 2.86% −0.56
IRM Iron Mountain Inc. Reduce -19.1% 0.93% −0.44
VYX NCR Voyix Corp. Reduce -75.6% 0.09% −0.43
VFC VF Corp. Reduce -55.0% 0.16% −0.33
USB US Bancorp Reduce -1.1% 2.51% −0.29
HD Home Depot Inc. Reduce -10.9% 1.78% −0.28
QCOM Qualcomm Inc. Reduce -19.8% 0.99% −0.21
GOOG Alphabet Inc. Class C Reduce -13.9% 0.52% −0.20
KTB Kontoor Brands Inc. Sold out 0.00% −0.17
CSX CSX Corp. Reduce -6.4% 0.94% −0.13
PARAA Paramount Global Class B Sold out 0.00% −0.13
NATL NCR Atleos Corp. Reduce -11.3% 0.24% −0.10
HON Honeywell International Inc. Reduce -5.9% 0.92% −0.09
CLF Cleveland-Cliffs Inc. Reduce -27.0% 0.17% −0.09
CTVA Corteva Inc. Reduce -29.6% 0.33% −0.08
GEHC GE Healthcare Technology Reduce -14.2% 0.83% −0.08
OHI Omega Healthcare Investors Reduce -9.9% 0.73% −0.05
COP Conocophillips Reduce -12.4% 1.08% −0.05
APLE Apple Hospitality REIT Inc. Reduce -15.3% 0.10% −0.04
MRK Merck & Co. Inc. Reduce -7.7% 0.17% −0.03
KHC The Kraft Heinz Co. Reduce -2.7% 2.87% −0.03
SVC Service Pptys TR Reduce -9.5% 0.15% −0.01
NEE Nextera Energy Inc. Reduce -1.6% 0.51% −0.00
NUE Nucor Corp. Reduce -2.9% 0.49% +0.01
ADC Agree Realty Corp. Reduce -10.2% 2.47% +0.03
LXP LXP Industrial Trust Reduce -4.6% 0.87% +0.04
ABT Abbott Laboratories Reduce -4.0% 0.32% +0.04
ABBV Abbvie Inc. Reduce -15.5% 1.99% +0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -13.9% 1.56% +0.06
EVRG Evergy Inc. Reduce -6.7% 1.61% +0.11
NRG NRG Energy Inc. Reduce -5.4% 4.15% +0.12
GATX Gatx Corp. Reduce -0.1% 4.75% +0.14
XOM Exxon Mobil Corp. Reduce -5.8% 2.12% +0.14
TSN Tyson Foods Inc. Class A Reduce -4.6% 2.44% +0.20
GE General Electric Reduce -3.4% 1.47% +0.24
T AT&T Inc. Reduce -5.0% 1.48% +0.26
JPM JPMorgan Chase & Co. Reduce -0.7% 11.05% +0.47

Portfolio Buys Q4 2024 → Q1 2025
O Realty Income Corp. Add +19.7% 6.98% +1.76
VUG Vanguard Mrngstar GR ETF-Sui Add +104.0% 1.46% +0.69
TXN Texas Instruments Inc. Add +26.7% 0.52% +0.10
EPR Epr Properties Add +30.7% 0.25% +0.09
MSFT Microsoft Corp. Add +14.8% 1.86% +0.09
SLB SLB Ltd. Add +19.0% 0.26% +0.06
VOO Vanguard S&P 500 ETF Add +4.0% 2.71% +0.05
PFE Pfizer Inc. Add +3.5% 0.83% +0.01
TGT Target Corp. Add +8.4% 0.44% −0.07
CAT Caterpillar Inc. Add +1.9% 5.19% −0.26

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