Country Club Bank
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 8, 2025), Country Club Bank reported 325 stock positions worth $1.7 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 5.1% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 4.8%) and iShares Core S&P 500 ETF (IVV, 4.5%). Compared with Q2 2025, it opened 6 new positions, sold out of 2, added to 68 and reduced 201. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +266%) and the biggest sale United Parcel Service Class B (UPS, shares −46%).
- Most Recent 13F
- Q3 2025
- Location
- KANSAS CITY, MO
- CIK
- 0000824325
- Portfolio Value
- $1.7B (Q3 2025)
- SEC Filing
- 0001085146-25-005829 ↗ filed Oct 8, 2025
Holdings Value
Holdings 325 stocks · $1.7B
| VTI VG Morningstar TS MKT ETF-US | 5.12% | 264,041 | $86.4M | Add +3.1% |
| VXUS Vanguard Total Intl Stock | 4.82% | 1,111,887 | $81.3M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 4.53% | 114,691 | $76.5M | Add +3.9% |
| MSFT Microsoft Corp. | 2.72% | 89,302 | $46.0M | Reduce -2.8% |
| EFA iShares MSCI Eafe ETF | 2.51% | 454,776 | $42.3M | Add +2.6% |
| WMT Walmart Inc. | 2.27% | 370,842 | $38.2M | Reduce -0.6% |
| AAPL Apple Inc. | 2.08% | 138,079 | $35.1M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 2.01% | 138,559 | $33.9M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.88% | 63,626 | $31.8M | Reduce -1.8% |
| VONG Vanguard Russell 1000 Growth | 1.79% | 251,409 | $30.2M | Add +0.9% |
| IWF iShares Russell 1000 Growth | 1.66% | 59,995 | $28.0M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 1.64% | 124,739 | $27.7M | Reduce -1.6% |
| VGSH Vanguard Short-Term Treasury | 1.49% | 427,291 | $25.1M | Add +9.5% |
| EFG iShares MSCI Eafe Growth ETF | 1.45% | 215,546 | $24.4M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.26% | 32,086 | $21.3M | Reduce -1.7% |
| AVGO Broadcom Inc. | 1.16% | 59,508 | $19.5M | Reduce -5.2% |
| GVI iShares Intermediate Governm | 1.14% | 178,469 | $19.2M | Add +1.0% |
| JNJ Johnson & Johnson | 1.13% | 105,018 | $19.1M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 1.08% | 57,925 | $18.3M | Reduce -3.1% |
| NVDA Nvidia Corp. | 1.06% | 97,909 | $17.8M | Reduce -2.5% |
| KLAC KLA Corp. | 1.02% | 16,124 | $17.2M | Reduce -13.5% |
| C Citigroup Inc. | 0.99% | 162,760 | $16.8M | Reduce -27.7% |
| XOM Exxon Mobil Corp. | 0.98% | 145,324 | $16.6M | Reduce -1.4% |
| CVX Chevron Corp. | 0.93% | 100,857 | $15.7M | Reduce -0.9% |
| OEF iShares S&P 100 ETF | 0.88% | 44,580 | $14.8M | Reduce -4.8% |
| RTX RTX Corp. | 0.86% | 88,843 | $14.5M | Reduce -1.4% |
| NEE Nextera Energy Inc. | 0.82% | 182,647 | $13.9M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.82% | 64,713 | $13.9M | Reduce -0.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.82% | 194,171 | $13.8M | Reduce -0.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.81% | 124,633 | $13.7M | Reduce -1.3% |
| SUB iShares Short-Term National | 0.76% | 119,511 | $12.8M | Add +16.9% |
| IWD iShares Russell 1000 Value E | 0.75% | 62,632 | $12.7M | Reduce -6.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.71% | 103,837 | $11.9M | Reduce -0.7% |
| UYLD Angel Oak Ultrashort Income | 0.70% | 229,703 | $11.8M | Add +34.2% |
| CSCO Cisco Systems Inc. | 0.68% | 168,581 | $11.4M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 0.66% | 170,664 | $11.1M | Add +1.5% |
| MDY State Street SPDR S&P Midcap | 0.65% | 18,418 | $11.0M | Reduce -2.6% |
| PM Philip Morris International | 0.64% | 66,489 | $10.8M | Add +0.7% |
| VONV Vanguard Russell 1000 Value | 0.63% | 118,775 | $10.6M | Add +1.3% |
| SHEL Shell PLC-ADR | 0.63% | 145,880 | $10.6M | Reduce -14.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.60% | 116,540 | $10.1M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.59% | 21,659 | $10.0M | Reduce -2.0% |
| JEPI JPMorgan Equity Premium Inco | 0.56% | 165,893 | $9.4M | Add +0.8% |
| VYM Vanguard High DVD Yield ETF | 0.55% | 66,215 | $9.3M | Reduce -1.7% |
| ORCL Oracle Corp. | 0.55% | 32,719 | $9.3M | Reduce -0.7% |
| MRVL Marvell Technology Inc. | 0.54% | 110,187 | $9.1M | Add +71.2% |
| EMR Emerson Electric Co. | 0.54% | 69,968 | $9.0M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.51% | 56,000 | $8.6M | Reduce -3.7% |
| SCHW Schwab (charles) Corp. | 0.51% | 88,714 | $8.6M | Reduce -16.1% |
| COST Costco Wholesale Corp. | 0.51% | 9,305 | $8.5M | Reduce -3.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.49% | 162,673 | $8.3M | Reduce -2.7% |
| PAAA Pgim Aaa Clo ETF | 0.49% | 159,406 | $8.2M | Add +0.5% |
| HR Healthcare Realty Trust Inc. | 0.49% | 462,497 | $8.2M | Reduce -0.5% |
| ETN Eaton Corp. PLC | 0.48% | 22,167 | $8.1M | Reduce -0.7% |
| MDT Medtronic PLC | 0.48% | 86,452 | $8.1M | Reduce -1.5% |
| PRU Prudential Financial Inc. | 0.44% | 72,248 | $7.5M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.44% | 15,774 | $7.4M | Reduce -7.9% |
| FDX FedEx Corp. | 0.44% | 31,126 | $7.4M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 12,044 | $7.2M | Add +266.1% |
| AMGN Amgen Inc. | 0.43% | 26,193 | $7.2M | Reduce -2.2% |
| RY Royal Bank of Canada | 0.42% | 48,756 | $7.2M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.41% | 87,543 | $6.9M | Reduce -0.0% |
| CCI Crown Castle Inc. | 0.40% | 70,778 | $6.8M | Add +20.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.40% | 9 | $6.7M | No change |
| IEF iShares 7-10 Year Treasury B | 0.39% | 68,848 | $6.6M | Add +6.6% |
| O Realty Income Corp. | 0.39% | 107,640 | $6.5M | Reduce -1.1% |
| WBD Warner Bros Discovery Inc. | 0.38% | 343,261 | $6.5M | Reduce -31.7% |
| NVS Novartis AG-Sponsored ADR | 0.38% | 51,697 | $6.4M | Reduce -14.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.37% | 78,250 | $6.3M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.37% | 25,543 | $6.2M | Reduce -4.5% |
| HD Home Depot Inc. | 0.36% | 15,047 | $6.1M | Reduce -2.7% |
| PB Prosperity Bancshares Inc. | 0.36% | 92,421 | $6.1M | Add +17.2% |
| IEMG iShares Core MSCI Emerging | 0.35% | 91,053 | $6.0M | Add +1.7% |
| CP Canadian Pacific Kansas City | 0.35% | 81,460 | $6.0M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.35% | 8,035 | $6.0M | Reduce -2.0% |
| ZBH Zimmer Biomet Holdings Inc. | 0.35% | 59,943 | $5.9M | Add +24.7% |
| CI The Cigna Group | 0.35% | 20,464 | $5.9M | Add +18.1% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 48,862 | $5.8M | Reduce -0.6% |
| CATH Global X S&P 500 Ca Val ETF | 0.34% | 71,435 | $5.8M | Reduce -15.7% |
| EEM iShares MSCI Emerging Market | 0.34% | 106,528 | $5.7M | Add +2.4% |
| AMD Advanced Micro Devices | 0.31% | 32,519 | $5.2M | Reduce -15.4% |
| FHI Federated Hermes Inc. | 0.31% | 100,538 | $5.2M | Reduce -31.4% |
| IDU iShares US Utilities ETF | 0.30% | 46,526 | $5.1M | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.30% | 61,750 | $5.1M | Reduce -0.5% |
| TFC Truist Financial Corp. | 0.30% | 111,351 | $5.1M | Reduce -0.9% |
| CRM Salesforce Inc. | 0.30% | 20,632 | $5.1M | Add +337.8% |
| CHWY Chewy Inc. Class A | 0.30% | 126,125 | $5.0M | Reduce -0.6% |
| KVUE Kenvue Inc. | 0.29% | 303,211 | $5.0M | Add +22.7% |
| PYPL PayPal Holdings Inc. | 0.29% | 70,187 | $4.9M | New |
| NEM Newmont Corp. | 0.29% | 57,728 | $4.9M | Reduce -1.0% |
| IWM iShares Russell 2000 ETF | 0.29% | 20,078 | $4.9M | Reduce -9.2% |
| IYW iShares Ustechnology ETF | 0.29% | 24,802 | $4.8M | Reduce -3.1% |
| V Visa Inc. Class A | 0.29% | 14,204 | $4.8M | Reduce -2.9% |
| KRE SS SPDR S&P Regional Bank | 0.28% | 74,974 | $4.8M | Reduce -0.5% |
| TGT Target Corp. | 0.28% | 52,761 | $4.7M | Add +0.6% |
| TSLA Tesla Inc. | 0.28% | 10,482 | $4.6M | Reduce -0.6% |
| LUV Southwest Airlines Co. | 0.27% | 140,180 | $4.6M | Add +37.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 15,449 | $4.5M | Reduce -2.9% |
| J Jacobs Solutions Inc. | 0.27% | 30,274 | $4.5M | Reduce -0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.26% | 14,326 | $4.4M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| UPS United Parcel Service Class B | Reduce -45.7% | 0.19% | −0.26 |
| UNH Unitedhealth Group Inc. | Reduce -66.8% | 0.13% | −0.23 |
| BAX Baxter International Inc. | Reduce -79.0% | 0.04% | −0.22 |
| C Citigroup Inc. | Reduce -27.7% | 0.99% | −0.20 |
| GPC Genuine Parts Co. | Reduce -64.2% | 0.11% | −0.17 |
| MSFT Microsoft Corp. | Reduce -2.8% | 2.72% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 1.64% | −0.14 |
| SHEL Shell PLC-ADR | Reduce -14.6% | 0.63% | −0.14 |
| FHI Federated Hermes Inc. | Reduce -31.4% | 0.31% | −0.10 |
| DIS The Walt Disney Co. | Reduce -0.7% | 0.71% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 1.88% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -3.8% | 0.51% | −0.09 |
| LULU Lululemon Athletica Inc. | Reduce -65.6% | 0.03% | −0.09 |
| SCHW Schwab (charles) Corp. | Reduce -16.1% | 0.51% | −0.09 |
| SAIA Saia Inc. | Reduce -34.8% | 0.15% | −0.08 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -0.7% | 1.45% | −0.08 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -21.2% | 0.23% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.51% | −0.07 |
| NVS Novartis AG-Sponsored ADR | Reduce -14.0% | 0.38% | −0.07 |
| CCJ Cameco Corp. | Reduce -37.1% | 0.14% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -1.3% | 0.68% | −0.06 |
| IWD iShares Russell 1000 Value E | Reduce -6.1% | 0.75% | −0.06 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -15.7% | 0.34% | −0.06 |
| EMR Emerson Electric Co. | Reduce -1.1% | 0.54% | −0.06 |
| DOW Dow Inc. | Reduce -5.0% | 0.17% | −0.06 |
| NFLX Netflix Inc. | Reduce -4.5% | 0.25% | −0.05 |
| CP Canadian Pacific Kansas City | Reduce -1.0% | 0.35% | −0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -2.7% | 0.49% | −0.04 |
| PRU Prudential Financial Inc. | Reduce -0.4% | 0.44% | −0.04 |
| CHWY Chewy Inc. Class A | Reduce -0.6% | 0.30% | −0.04 |
| AMGN Amgen Inc. | Reduce -2.2% | 0.43% | −0.04 |
| IWR iShares Russell Mid-Cap ETF | Reduce -13.6% | 0.25% | −0.04 |
| AMD Advanced Micro Devices | Reduce -15.4% | 0.31% | −0.04 |
| MTN Vail Resorts Inc. | Reduce -2.5% | 0.22% | −0.03 |
| V Visa Inc. Class A | Reduce -2.9% | 0.29% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.4% | 0.98% | −0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -6.2% | 0.23% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.0% | 0.41% | −0.03 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -9.3% | 0.16% | −0.03 |
| ADBE Adobe Inc. | Reduce -20.0% | 0.06% | −0.03 |
| KLAC KLA Corp. | Reduce -13.5% | 1.02% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.8% | 0.18% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -15.4% | 0.11% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -2.0% | 0.35% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -2.6% | 0.65% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.9% | 0.37% | −0.02 |
| BSCU Invesco Bulletshares 2030 CB | Reduce -4.0% | 0.24% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -2.7% | 0.07% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -2.3% | 0.14% | −0.02 |
| FDX FedEx Corp. | Reduce -2.0% | 0.44% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| QQQ Invesco QQQ Trust Series 1 | Add +266.1% | 0.43% | +0.31 |
| PYPL PayPal Holdings Inc. | New | 0.29% | +0.29 |
| IVV iShares Core S&P 500 ETF | Add +3.9% | 4.53% | +0.24 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.1% | 5.12% | +0.23 |
| MRVL Marvell Technology Inc. | Add +71.2% | 0.54% | +0.23 |
| CRM Salesforce Inc. | Add +337.8% | 0.30% | +0.22 |
| UYLD Angel Oak Ultrashort Income | Add +34.2% | 0.70% | +0.15 |
| FISV Fiserv Inc. | New | 0.12% | +0.12 |
| SSB Southstate Bank Corp. | New | 0.11% | +0.11 |
| FLR Fluor Corp. | New | 0.11% | +0.11 |
| ASML ASML Holding NV-NY Reg SHS | Add +47.5% | 0.22% | +0.09 |
| VONG Vanguard Russell 1000 Growth | Add +0.9% | 1.79% | +0.09 |
| ZBH Zimmer Biomet Holdings Inc. | Add +24.7% | 0.35% | +0.07 |
| SUB iShares Short-Term National | Add +16.9% | 0.76% | +0.07 |
| ACN Accenture PLC Class A | Add +118.5% | 0.17% | +0.07 |
| LUV Southwest Airlines Co. | Add +37.5% | 0.27% | +0.07 |
| VGSH Vanguard Short-Term Treasury | Add +9.5% | 1.49% | +0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +83.0% | 0.16% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +0.9% | 4.82% | +0.05 |
| CCI Crown Castle Inc. | Add +20.1% | 0.40% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +20.1% | 0.18% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +2.4% | 0.34% | +0.02 |
| BTI British American Tob-SP ADR | Add +3.7% | 0.21% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +1.7% | 0.35% | +0.02 |
| GSEW Goldman Sachs Eql WGHT Large | Add +12.3% | 0.18% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +2.6% | 2.51% | +0.02 |
| IAU iShares Gold Trust | Add +5.6% | 0.10% | +0.01 |
| PB Prosperity Bancshares Inc. | Add +17.2% | 0.36% | +0.01 |
| MO Altria Group Inc. | Add +57.0% | 0.03% | +0.01 |
| JHG Janus Henderson Group PLC | New | 0.01% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +3.0% | 0.16% | +0.01 |
| EVRG Evergy Inc. | New | 0.01% | +0.01 |
| WTV Wisdomtree U.S. Value Fund | Add +37.4% | 0.04% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +25.2% | 0.06% | +0.01 |
| SHM SS SPDR N Ice St Muni ETF | Add +21.5% | 0.07% | +0.01 |
| SO The Southern Co. | Add +15.1% | 0.09% | +0.01 |
| PLD Prologis Inc. | Add +5.2% | 0.13% | +0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +6.8% | 0.10% | +0.01 |
| IEF iShares 7-10 Year Treasury B | Add +6.6% | 0.39% | +0.01 |
| GE General Electric | Add +2.6% | 0.05% | +0.01 |
| GEV GE Vernova Inc. | Add +4.0% | 0.03% | +0.00 |
| ICSH iShares Ultra Short Duration | Add +12.5% | 0.07% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +1.5% | 0.66% | +0.00 |
| JAVA JPMorgan Active Value ETF | Add +3.1% | 0.15% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +1.7% | 0.24% | +0.00 |
| GIS General Mills Inc. | Add +28.9% | 0.02% | +0.00 |
| ACWI iShares MSCI Acwi ETF | Add +10.2% | 0.02% | +0.00 |
| PEP Pepsico Inc. | Add +0.4% | 0.18% | +0.00 |
| VONV Vanguard Russell 1000 Value | Add +1.3% | 0.63% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.9% | 0.07% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 325 | $1.7B | VTI, VXUS, IVV, MSFT, EFA |
| Q2 2025 | 321 | $1.6B | VTI, VXUS, IVV, MSFT, EFA |
| Q1 2025 | 319 | $1.5B | VTI, VXUS, IVV, MSFT, EFA |
| Q4 2024 | 319 | $1.5B | VTI, VXUS, IVV, MSFT, AAPL |
| Q3 2024 | 315 | $1.5B | VXUS, VTI, IVV, MSFT, AAPL |
| Q2 2024 | 303 | $1.4B | VXUS, VTI, IVV, MSFT, AAPL |
| Q1 2024 | 308 | $1.4B | VXUS, VTI, IVV, MSFT, EFA |