Community Bank of Raymore

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Community Bank of Raymore reported 74 stock positions worth $147.0 million. Its top holding was JPMorgan Chase (JPM) at 11.9% of the portfolio, followed by Caterpillar (CAT, 6.8%) and Realty Income (O, 5.4%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 7 and reduced 20. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +26%) and the biggest sale Kraft Heinz (KHC, shares −34%).

Most Recent 13F
Q2 2026
Location
RAYMORE, MO
CIK
0001599923
Portfolio Value
$147.0M (Q4 2025)
SEC Filing
0001599923-26-000001 ↗ filed Jan 23, 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 $147.0M Q4 2025 Q1 2026: $149.3M Q1 2026 Q2 2026: $169.7M Q2 2026

Holdings 74 stocks · $147.0M
JPM JPMorgan Chase & Co. 11.91% 54,356 $17.5M Reduce -0.1%
CAT Caterpillar Inc. 6.79% 17,435 $10.0M Reduce -2.5%
O Realty Income Corp. 5.40% 140,829 $7.9M Reduce -1.0%
NRG NRG Energy Inc. 4.76% 44,000 $7.0M Reduce -4.3%
GATX Gatx Corp. 4.27% 36,998 $6.3M No change
VOO Vanguard S&P 500 ETF 4.12% 9,661 $6.1M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.62% 96,728 $5.3M No change
VUG Vanguard Mrngstar GR ETF-Sui 3.55% 10,695 $5.2M Add +25.7%
AAPL Apple Inc. 3.12% 16,873 $4.6M Reduce -1.4%
GBX Greenbrier Companies Inc. 2.69% 84,473 $3.9M Reduce -0.3%
UNP Union Pacific Corp. 2.61% 16,609 $3.8M Reduce -2.1%
USB US Bancorp 2.48% 68,424 $3.7M Reduce -0.9%
R Ryder System Inc. 2.19% 16,837 $3.2M No change
MSFT Microsoft Corp. 2.05% 6,245 $3.0M Reduce -2.8%
ADC Agree Realty Corp. 1.95% 39,715 $2.9M No change
XOM Exxon Mobil Corp. 1.90% 23,201 $2.8M No change
ABBV Abbvie Inc. 1.89% 12,169 $2.8M Reduce -0.2%
TSN Tyson Foods Inc. Class A 1.75% 43,893 $2.6M Reduce -0.4%
GE General Electric filed as GE AEROSPACE 1.64% 7,825 $2.4M No change
EVRG Evergy Inc. 1.42% 28,844 $2.1M No change
HD Home Depot Inc. 1.40% 5,997 $2.1M No change
F Ford Motor Co. filed as FORD MTR CO 1.32% 147,600 $1.9M No change
BRK.B Berkshire Hathaway Inc. Class B 1.28% 3,751 $1.9M Reduce -3.2%
FCX Freeport-McMoran Inc. 1.19% 34,415 $1.7M No change
T AT&T Inc. 1.09% 64,232 $1.6M Reduce -0.5%
CSX CSX Corp. 1.00% 40,387 $1.5M No change
QCOM Qualcomm Inc. 0.94% 8,063 $1.4M Add +0.9%
PFE Pfizer Inc. 0.93% 55,130 $1.4M Add +5.8%
KHC The Kraft Heinz Co. 0.93% 56,173 $1.4M Reduce -34.0%
VTI VG Morningstar TS MKT ETF-US 0.92% 4,041 $1.4M No change
GEV GE Vernova Inc. 0.90% 2,036 $1.3M No change
GOOG Alphabet Inc. Class C 0.88% 4,139 $1.3M No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.86% 15,241 $1.3M Add +6.7%
GEHC GE Healthcare Technology 0.84% 14,991 $1.2M No change
LXP LXP Industrial Trust 0.84% 24,790 $1.2M No change
OHI Omega Healthcare Investors 0.79% 26,280 $1.2M No change
HON Honeywell International Inc. 0.79% 5,958 $1.2M No change
WMT Walmart Inc. 0.79% 10,396 $1.2M No change
COP Conocophillips 0.69% 10,910 $1.0M No change
PG The Procter & Gamble Co. 0.69% 7,085 $1.0M No change
DUK Duke Energy Corp. 0.61% 7,690 $901K No change
TGT Target Corp. 0.58% 8,750 $855K Reduce -1.8%
SO The Southern Co. 0.53% 8,950 $780K No change
NUE Nucor Corp. 0.53% 4,750 $775K No change
ALL Allstate Corp. 0.52% 3,708 $772K No change
TXN Texas Instruments Inc. 0.52% 4,435 $769K No change
AMZN Amazon.com Inc. 0.52% 3,289 $759K Add +5.6%
VFC VF Corp. 0.50% 40,560 $733K No change
NEE Nextera Energy Inc. 0.50% 9,096 $730K Add +5.8%
MS Morgan Stanley 0.41% 3,420 $607K No change
JNJ Johnson & Johnson 0.41% 2,912 $603K Reduce -2.5%
VEA Vanguard Ftse Developed ETF 0.40% 9,330 $583K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.37% 1,860 $551K No change
CTVA Corteva Inc. 0.33% 7,256 $486K No change
NATL NCR Atleos Corp. 0.30% 11,425 $435K No change
SHEL Shell PLC-ADR 0.28% 5,650 $415K No change
IVV iShares Core S&P 500 ETF 0.28% 600 $411K No change
SLB SLB Ltd. filed as SLB LIMITED 0.28% 10,670 $410K Reduce -2.7%
IWR iShares Russell Mid-Cap ETF 0.27% 4,075 $392K Reduce -3.6%
ABT Abbott Laboratories 0.26% 3,010 $377K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 515 $351K No change
CLF Cleveland-Cliffs Inc. 0.23% 25,735 $342K No change
UTF Cohen & Steers Infrastructur 0.23% 14,032 $338K Add +16.8%
IWM iShares Russell 2000 ETF 0.22% 1,309 $322K No change
CVX Chevron Corp. 0.22% 2,087 $318K No change
EPR Epr Properties filed as EPR PPTYS 0.20% 5,955 $297K No change
PEP Pepsico Inc. 0.20% 2,002 $287K No change
RTX RTX Corp. 0.16% 1,313 $241K No change
SYK Stryker Corp. 0.16% 667 $234K No change
MRK Merck & Co. Inc. 0.16% 2,205 $232K Reduce -8.3%
DE Deere & Co. 0.15% 473 $220K New
VZ Verizon Communications Inc. 0.14% 4,969 $202K Reduce -15.5%
VYX NCR Voyix Corp. 0.08% 11,750 $120K No change
SVC Service Pptys TR 0.04% 31,850 $59K No change

Portfolio Sells Q3 2025 → Q4 2025
KHC The Kraft Heinz Co. Reduce -34.0% 0.93% −0.61
O Realty Income Corp. Reduce -1.0% 5.40% −0.59
NRG NRG Energy Inc. Reduce -4.3% 4.76% −0.39
MSFT Microsoft Corp. Reduce -2.8% 2.05% −0.25
T AT&T Inc. Reduce -0.5% 1.09% −0.18
UNP Union Pacific Corp. Reduce -2.1% 2.61% −0.16
LOW Lowe's Cos Inc. Sold out 0.00% −0.14
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.2% 1.28% −0.07
ABBV Abbvie Inc. Reduce -0.2% 1.89% −0.06
VZ Verizon Communications Inc. Reduce -15.5% 0.14% −0.04
GBX Greenbrier Companies Inc. Reduce -0.3% 2.69% −0.02
IWR iShares Russell Mid-Cap ETF Reduce -3.6% 0.27% −0.02
SLB SLB Ltd. Reduce -2.7% 0.28% +0.02
MRK Merck & Co. Inc. Reduce -8.3% 0.16% +0.02
JNJ Johnson & Johnson Reduce -2.5% 0.41% +0.03
TGT Target Corp. Reduce -1.8% 0.58% +0.03
JPM JPMorgan Chase & Co. Reduce -0.1% 11.91% +0.04
TSN Tyson Foods Inc. Class A Reduce -0.4% 1.75% +0.09
AAPL Apple Inc. Reduce -1.4% 3.12% +0.10
USB US Bancorp Reduce -0.9% 2.48% +0.17
CAT Caterpillar Inc. Reduce -2.5% 6.79% +0.89

Portfolio Buys Q3 2025 → Q4 2025
VUG Vanguard Mrngstar GR ETF-Sui Add +25.7% 3.55% +0.72
DE Deere & Co. New 0.15% +0.15
NEE Nextera Energy Inc. Add +5.8% 0.50% +0.05
AMZN Amazon.com Inc. Add +5.6% 0.52% +0.04
UTF Cohen & Steers Infrastructur Add +16.8% 0.23% +0.02
QCOM Qualcomm Inc. Add +0.9% 0.94% +0.02
PFE Pfizer Inc. Add +5.8% 0.93% +0.01
IRM Iron Mountain Inc. Add +6.7% 0.86% −0.15

Notes & Other Activity Q3 2025 → Q4 2025
COHEN & STEERS INFRASTRU RIGHT 10/16/2025 Sold out 12,010 $936before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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