Community Bank of Raymore

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Community Bank of Raymore reported 72 stock positions worth $135.1 million. Its top holding was JPMorgan Chase (JPM) at 11.7% of the portfolio, followed by NRG Energy (NRG, 6.1%) and Realty Income (O, 6.1%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 16 and reduced 15. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +71%) and the biggest sale Realty Income (O, shares −4%).

Most Recent 13F
Q2 2026
Location
RAYMORE, MO
CIK
0001599923
Portfolio Value
$135.1M (Q2 2025)
SEC Filing
0001085146-25-004255 ↗ filed Jul 29, 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 Q1 2025 Q2 2025: $135.1M $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 · $135.1M
JPM JPMorgan Chase & Co. 11.67% 54,390 $15.8M Reduce -2.4%
NRG NRG Energy Inc. 6.15% 51,705 $8.3M Reduce -3.8%
O Realty Income Corp. 6.08% 142,676 $8.2M Reduce -4.2%
CAT Caterpillar Inc. 5.32% 18,521 $7.2M Reduce -4.8%
GATX Gatx Corp. 4.30% 37,844 $5.8M No change
VOO Vanguard S&P 500 ETF 3.76% 8,934 $5.1M Add +37.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.55% 101,233 $4.8M Reduce -16.5%
UNP Union Pacific Corp. 2.89% 16,969 $3.9M No change
GBX Greenbrier Companies Inc. 2.89% 84,723 $3.9M No change
VUG Vanguard Mrngstar GR ETF-Sui 2.69% 8,301 $3.6M Add +70.9%
R Ryder System Inc. 2.57% 21,837 $3.5M Reduce -3.2%
AAPL Apple Inc. 2.54% 16,701 $3.4M Add +4.8%
USB US Bancorp 2.38% 71,155 $3.2M Reduce -3.1%
MSFT Microsoft Corp. 2.38% 6,453 $3.2M Add +5.2%
KHC The Kraft Heinz Co. 2.15% 112,691 $2.9M Reduce -3.3%
ADC Agree Realty Corp. 1.99% 36,715 $2.7M Reduce -7.1%
XOM Exxon Mobil Corp. 1.85% 23,201 $2.5M Add +5.0%
TSN Tyson Foods Inc. Class A 1.75% 42,378 $2.4M Reduce -10.4%
GE General Electric filed as GE AEROSPACE 1.73% 9,075 $2.3M No change
HD Home Depot Inc. 1.63% 5,997 $2.2M No change
ABBV Abbvie Inc. 1.61% 11,739 $2.2M No change
EVRG Evergy Inc. 1.47% 28,844 $2.0M No change
T AT&T Inc. 1.38% 64,542 $1.9M No change
BRK.B Berkshire Hathaway Inc. Class B 1.31% 3,636 $1.8M No change
FCX Freeport-McMoran Inc. 1.24% 38,775 $1.7M Reduce -3.6%
F Ford Motor Co. filed as FORD MTR CO 1.19% 147,600 $1.6M No change
CSX CSX Corp. 1.09% 45,085 $1.5M Add +13.6%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.01% 13,341 $1.4M No change
HON Honeywell International Inc. 0.99% 5,763 $1.3M Add +7.5%
QCOM Qualcomm Inc. 0.94% 7,988 $1.3M No change
GEV GE Vernova Inc. 0.92% 2,348 $1.2M No change
PFE Pfizer Inc. 0.88% 49,130 $1.2M Add +20.9%
COP Conocophillips 0.85% 12,745 $1.1M No change
PG The Procter & Gamble Co. 0.84% 7,085 $1.1M Reduce -1.4%
GEHC GE Healthcare Technology 0.78% 14,207 $1.1M Add +11.8%
LXP LXP Industrial Trust 0.76% 124,950 $1.0M No change
TXN Texas Instruments Inc. 0.68% 4,435 $921K Add +24.8%
DUK Duke Energy Corp. 0.67% 7,690 $907K No change
OHI Omega Healthcare Investors 0.65% 23,880 $875K No change
SO The Southern Co. 0.61% 8,950 $822K No change
TGT Target Corp. 0.61% 8,310 $820K Add +58.0%
ALL Allstate Corp. 0.55% 3,708 $746K No change
GOOG Alphabet Inc. Class C 0.54% 4,139 $734K No change
AMZN Amazon.com Inc. 0.50% 3,084 $677K Add +45.9%
NUE Nucor Corp. 0.46% 4,750 $615K Reduce -5.4%
NEE Nextera Energy Inc. 0.45% 8,766 $609K Reduce -1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.41% 1,860 $548K No change
CTVA Corteva Inc. 0.40% 7,256 $541K Add +11.2%
VEA Vanguard Ftse Developed ETF 0.39% 9,330 $532K New
MS Morgan Stanley 0.36% 3,420 $482K No change
JNJ Johnson & Johnson 0.34% 3,032 $463K Reduce -1.6%
VFC VF Corp. 0.32% 36,660 $431K Add +180.5%
ABT Abbott Laboratories 0.30% 3,010 $409K No change
WMT Walmart Inc. 0.30% 4,096 $401K Add +54.8%
SHEL Shell PLC-ADR 0.29% 5,650 $398K No change
IWR iShares Russell Mid-Cap ETF 0.29% 4,229 $389K No change
IVV iShares Core S&P 500 ETF 0.28% 600 $373K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.27% 10,970 $371K Add +43.8%
EPR Epr Properties filed as EPR PPTYS 0.26% 5,955 $347K No change
NATL NCR Atleos Corp. 0.24% 11,425 $326K No change
UTF Cohen & Steers Infrastructur 0.24% 12,010 $324K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 515 $318K No change
COF Capital One Financial Corp. 0.22% 1,416 $301K New
CVX Chevron Corp. 0.22% 2,087 $299K No change
IWM iShares Russell 2000 ETF 0.21% 1,309 $282K No change
VTI VG Morningstar TS MKT ETF-US 0.20% 909 $276K No change
PEP Pepsico Inc. 0.20% 2,002 $264K No change
SYK Stryker Corp. 0.20% 667 $264K No change
VZ Verizon Communications Inc. 0.19% 5,879 $254K No change
CLF Cleveland-Cliffs Inc. 0.14% 25,735 $196K No change
SVC Service Pptys TR 0.13% 72,140 $172K No change
VYX NCR Voyix Corp. 0.10% 11,750 $138K No change

Portfolio Sells Q1 2025 → Q2 2025
O Realty Income Corp. Reduce -4.2% 6.08% −0.89
KHC The Kraft Heinz Co. Reduce -3.3% 2.15% −0.71
TSN Tyson Foods Inc. Class A Reduce -10.4% 1.75% −0.68
BAC Bank of America Corp. Reduce -16.5% 3.55% −0.54
ADC Agree Realty Corp. Reduce -7.1% 1.99% −0.48
MRK Merck & Co. Inc. Sold out 0.00% −0.17
PG The Procter & Gamble Co. Reduce -1.4% 0.84% −0.15
USB US Bancorp Reduce -3.1% 2.38% −0.12
APLE Apple Hospitality REIT Inc. Sold out 0.00% −0.10
JNJ Johnson & Johnson Reduce -1.6% 0.34% −0.07
NEE Nextera Energy Inc. Reduce -1.1% 0.45% −0.06
R Ryder System Inc. Reduce -3.2% 2.57% −0.05
NUE Nucor Corp. Reduce -5.4% 0.46% −0.03
FCX Freeport-McMoran Inc. Reduce -3.6% 1.24% +0.01
CAT Caterpillar Inc. Reduce -4.8% 5.32% +0.13
JPM JPMorgan Chase & Co. Reduce -2.4% 11.67% +0.63
NRG NRG Energy Inc. Reduce -3.8% 6.15% +2.00

Portfolio Buys Q1 2025 → Q2 2025
VUG Vanguard Mrngstar GR ETF-Sui Add +70.9% 2.69% +1.24
VOO Vanguard S&P 500 ETF Add +37.0% 3.76% +1.05
MSFT Microsoft Corp. Add +5.2% 2.38% +0.52
VEA Vanguard Ftse Developed ETF New 0.39% +0.39
COF Capital One Financial Corp. New 0.22% +0.22
AMZN Amazon.com Inc. Add +45.9% 0.50% +0.18
TXN Texas Instruments Inc. Add +24.8% 0.68% +0.17
TGT Target Corp. Add +58.0% 0.61% +0.16
VFC VF Corp. Add +180.5% 0.32% +0.15
CSX CSX Corp. Add +13.6% 1.09% +0.14
WMT Walmart Inc. Add +54.8% 0.30% +0.11
HON Honeywell International Inc. Add +7.5% 0.99% +0.08
CTVA Corteva Inc. Add +11.2% 0.40% +0.07
PFE Pfizer Inc. Add +20.9% 0.88% +0.05
SLB SLB Ltd. Add +43.8% 0.27% +0.02
GEHC GE Healthcare Technology Add +11.8% 0.78% −0.05
XOM Exxon Mobil Corp. Add +5.0% 1.85% −0.27
AAPL Apple Inc. Add +4.8% 2.54% −0.32

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