Community Bank of Raymore

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Community Bank of Raymore reported 74 stock positions worth $149.3 million. Its top holding was JPMorgan Chase (JPM) at 10.7% of the portfolio, followed by Caterpillar (CAT, 8.0%) and Realty Income (O, 5.7%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 24 and reduced 20. The biggest buy was Exxon Mobil (XOM, shares +7%) and the biggest sale Bank of America (BAC, shares −3%).

Most Recent 13F
Q2 2026
Location
RAYMORE, MO
CIK
0001599923
Portfolio Value
$149.3M (Q1 2026)
SEC Filing
0001599923-26-000002 ↗ filed Apr 17, 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 $149.3M Q1 2026 Q2 2026: $169.7M Q2 2026

Holdings 74 stocks · $149.3M
JPM JPMorgan Chase & Co. 10.75% 54,576 $16.1M Add +0.4%
CAT Caterpillar Inc. 7.97% 16,803 $11.9M Reduce -3.6%
O Realty Income Corp. 5.71% 139,452 $8.5M Reduce -1.0%
NRG NRG Energy Inc. 4.31% 44,000 $6.4M No change
GATX Gatx Corp. 4.23% 36,998 $6.3M No change
VOO Vanguard S&P 500 ETF 3.87% 9,667 $5.8M Add +0.1%
VUG Vanguard Mrngstar GR ETF-Sui 3.14% 10,750 $4.7M Add +0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.08% 94,266 $4.6M Reduce -2.5%
AAPL Apple Inc. 2.93% 17,227 $4.4M Add +2.1%
GBX Greenbrier Companies Inc. 2.87% 81,473 $4.3M Reduce -3.5%
XOM Exxon Mobil Corp. 2.82% 24,861 $4.2M Add +7.2%
UNP Union Pacific Corp. 2.70% 16,609 $4.0M No change
USB US Bancorp 2.38% 68,424 $3.6M No change
R Ryder System Inc. 2.31% 16,837 $3.4M No change
ADC Agree Realty Corp. 2.02% 40,024 $3.0M Add +0.8%
ABBV Abbvie Inc. 1.81% 12,423 $2.7M Add +2.1%
TSN Tyson Foods Inc. Class A 1.76% 40,963 $2.6M Reduce -6.7%
MSFT Microsoft Corp. 1.75% 7,077 $2.6M Add +13.3%
EVRG Evergy Inc. 1.64% 29,914 $2.5M Add +3.7%
GE General Electric filed as GE AEROSPACE 1.49% 7,825 $2.2M No change
HD Home Depot Inc. 1.35% 6,139 $2.0M Add +2.4%
BRK.B Berkshire Hathaway Inc. Class B 1.27% 3,952 $1.9M Add +5.4%
T AT&T Inc. 1.25% 64,232 $1.9M No change
FCX Freeport-McMoran Inc. 1.17% 29,615 $1.7M Reduce -13.9%
GEV GE Vernova Inc. 1.14% 1,956 $1.7M Reduce -3.9%
F Ford Motor Co. filed as FORD MTR CO 1.14% 147,600 $1.7M No change
CSX CSX Corp. 1.13% 41,027 $1.7M Add +1.6%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.09% 15,871 $1.6M Add +4.1%
WMT Walmart Inc. 1.07% 12,800 $1.6M Add +23.1%
COP Conocophillips 0.94% 10,665 $1.4M Reduce -2.3%
HON Honeywell International Inc. 0.92% 6,068 $1.4M Add +1.9%
KHC The Kraft Heinz Co. 0.89% 58,820 $1.3M Add +4.7%
GOOG Alphabet Inc. Class C 0.86% 4,479 $1.3M Add +8.2%
PFE Pfizer Inc. 0.85% 45,220 $1.3M Reduce -18.0%
OHI Omega Healthcare Investors 0.78% 26,540 $1.2M Add +1.0%
LXP LXP Industrial Trust 0.77% 24,790 $1.1M No change
QCOM Qualcomm Inc. 0.77% 8,902 $1.1M Add +10.4%
GEHC GE Healthcare Technology 0.75% 15,795 $1.1M Add +5.4%
VTI VG Morningstar TS MKT ETF-US 0.75% 3,484 $1.1M Reduce -13.8%
TGT Target Corp. 0.71% 8,700 $1.1M Reduce -0.6%
DUK Duke Energy Corp. 0.66% 7,565 $991K Reduce -1.6%
SO The Southern Co. 0.58% 8,950 $864K No change
TXN Texas Instruments Inc. 0.58% 4,435 $861K No change
NEE Nextera Energy Inc. 0.57% 9,186 $853K Add +1.0%
PG The Procter & Gamble Co. 0.56% 5,785 $836K Reduce -18.4%
NUE Nucor Corp. 0.54% 4,750 $803K No change
ALL Allstate Corp. 0.51% 3,708 $769K No change
VFC VF Corp. 0.48% 42,320 $719K Add +4.3%
CTVA Corteva Inc. 0.48% 8,476 $710K Add +16.8%
JNJ Johnson & Johnson 0.44% 2,717 $664K Reduce -6.7%
MS Morgan Stanley 0.38% 3,420 $563K No change
SLB SLB Ltd. filed as SLB LIMITED 0.37% 10,670 $548K No change
SHEL Shell PLC-ADR 0.35% 5,650 $525K No change
VEA Vanguard Ftse Developed ETF 0.34% 8,030 $515K Reduce -13.9%
NATL NCR Atleos Corp. 0.33% 11,425 $498K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.30% 1,860 $451K No change
CVX Chevron Corp. 0.29% 2,087 $432K No change
AMZN Amazon.com Inc. 0.28% 1,989 $414K Reduce -39.5%
IVV iShares Core S&P 500 ETF 0.26% 600 $392K No change
UTF Cohen & Steers Infrastructur 0.24% 14,032 $363K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 515 $335K No change
PEP Pepsico Inc. 0.21% 2,002 $311K No change
IWR iShares Russell Mid-Cap ETF 0.21% 3,175 $309K Reduce -22.1%
ABT Abbott Laboratories 0.20% 2,940 $302K Reduce -2.3%
EPR Epr Properties filed as EPR PPTYS 0.20% 5,955 $298K No change
DE Deere & Co. 0.19% 513 $289K Add +8.5%
MRK Merck & Co. Inc. 0.18% 2,205 $265K No change
RTX RTX Corp. 0.17% 1,313 $253K No change
IWM iShares Russell 2000 ETF 0.17% 1,009 $250K Reduce -22.9%
VZ Verizon Communications Inc. 0.17% 4,969 $249K No change
SYK Stryker Corp. 0.15% 667 $219K No change
BEPC Brookfield Renewable Corp. 0.15% 5,500 $219K New
CLF Cleveland-Cliffs Inc. 0.10% 17,335 $146K Reduce -32.6%
SVC Service Pptys TR 0.03% 31,850 $43K No change

Portfolio Sells Q4 2025 → Q1 2026
BAC Bank of America Corp. Reduce -2.5% 3.08% −0.54
AMZN Amazon.com Inc. Reduce -39.5% 0.28% −0.24
VTI VG Morningstar TS MKT ETF-US Reduce -13.8% 0.75% −0.17
CLF Cleveland-Cliffs Inc. Reduce -32.6% 0.10% −0.13
PG The Procter & Gamble Co. Reduce -18.4% 0.56% −0.13
PFE Pfizer Inc. Reduce -18.0% 0.85% −0.08
VYX NCR Voyix Corp. Sold out 0.00% −0.08
IWR iShares Russell Mid-Cap ETF Reduce -22.1% 0.21% −0.06
ABT Abbott Laboratories Reduce -2.3% 0.20% −0.05
VEA Vanguard Ftse Developed ETF Reduce -13.9% 0.34% −0.05
IWM iShares Russell 2000 ETF Reduce -22.9% 0.17% −0.05
FCX Freeport-McMoran Inc. Reduce -13.9% 1.17% −0.02
TSN Tyson Foods Inc. Class A Reduce -6.7% 1.76% +0.01
JNJ Johnson & Johnson Reduce -6.7% 0.44% +0.03
DUK Duke Energy Corp. Reduce -1.6% 0.66% +0.05
TGT Target Corp. Reduce -0.6% 0.71% +0.12
GBX Greenbrier Companies Inc. Reduce -3.5% 2.87% +0.19
GEV GE Vernova Inc. Reduce -3.9% 1.14% +0.24
COP Conocophillips Reduce -2.3% 0.94% +0.25
O Realty Income Corp. Reduce -1.0% 5.71% +0.31
CAT Caterpillar Inc. Reduce -3.6% 7.97% +1.18

Portfolio Buys Q4 2025 → Q1 2026
XOM Exxon Mobil Corp. Add +7.2% 2.82% +0.93
WMT Walmart Inc. Add +23.1% 1.07% +0.28
IRM Iron Mountain Inc. Add +4.1% 1.09% +0.23
EVRG Evergy Inc. Add +3.7% 1.64% +0.22
BEPC Brookfield Renewable Corp. New 0.15% +0.15
CTVA Corteva Inc. Add +16.8% 0.48% +0.14
CSX CSX Corp. Add +1.6% 1.13% +0.13
HON Honeywell International Inc. Add +1.9% 0.92% +0.13
ADC Agree Realty Corp. Add +0.8% 2.02% +0.07
NEE Nextera Energy Inc. Add +1.0% 0.57% +0.07
DE Deere & Co. Add +8.5% 0.19% +0.04
OHI Omega Healthcare Investors Add +1.0% 0.78% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +5.4% 1.27% −0.01
VFC VF Corp. Add +4.3% 0.48% −0.02
GOOG Alphabet Inc. Class C Add +8.2% 0.86% −0.02
KHC The Kraft Heinz Co. Add +4.7% 0.89% −0.04
HD Home Depot Inc. Add +2.4% 1.35% −0.05
ABBV Abbvie Inc. Add +2.1% 1.81% −0.08
GEHC GE Healthcare Technology Add +5.4% 0.75% −0.08
QCOM Qualcomm Inc. Add +10.4% 0.77% −0.17
AAPL Apple Inc. Add +2.1% 2.93% −0.19
VOO Vanguard S&P 500 ETF Add +0.1% 3.87% −0.25
MSFT Microsoft Corp. Add +13.3% 1.75% −0.30
VUG Vanguard Mrngstar GR ETF-Sui Add +0.5% 3.14% −0.40
JPM JPMorgan Chase & Co. Add +0.4% 10.75% −1.16

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