Country Club Bank
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Country Club Bank reported 319 stock positions worth $1.5 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 4.7% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 4.1%) and iShares Core S&P 500 ETF (IVV, 4.0%). Compared with Q3 2024, it opened 12 new positions, sold out of 9, added to 92 and reduced 151. The biggest buy was Amazon.com (AMZN, shares +0%) and the biggest sale Vanguard Total Intl Stock (VXUS, shares −2%).
- Most Recent 13F
- Q3 2025
- Location
- KANSAS CITY, MO
- CIK
- 0000824325
- Portfolio Value
- $1.5B (Q4 2024)
- SEC Filing
- 0001085146-25-000505 ↗ filed Jan 27, 2025
Holdings Value
Holdings 319 stocks · $1.5B
| VTI VG Morningstar TS MKT ETF-US | 4.67% | 240,499 | $69.9M | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 4.12% | 1,044,344 | $61.6M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 4.03% | 102,097 | $60.3M | Add +1.6% |
| MSFT Microsoft Corp. | 2.66% | 93,618 | $39.8M | Add +0.2% |
| AAPL Apple Inc. | 2.46% | 146,130 | $36.9M | Add +1.6% |
| WMT Walmart Inc. | 2.31% | 380,865 | $34.5M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 1.98% | 392,089 | $29.6M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.98% | 65,562 | $29.6M | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 1.93% | 71,308 | $28.9M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 1.88% | 126,941 | $28.1M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 1.74% | 135,061 | $26.0M | Reduce -0.3% |
| VONG Vanguard Russell 1000 Growth | 1.67% | 239,596 | $25.0M | Add +3.3% |
| NVDA Nvidia Corp. | 1.64% | 178,149 | $24.5M | Add +0.6% |
| AVGO Broadcom Inc. | 1.43% | 91,095 | $21.5M | Reduce -1.8% |
| EFG iShares MSCI Eafe Growth ETF | 1.43% | 220,221 | $21.4M | Add +3.1% |
| VGSH Vanguard Short-Term Treasury | 1.41% | 363,734 | $21.2M | Add +4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.29% | 32,735 | $19.3M | Add +2.3% |
| GVI iShares Intermediate Governm | 1.14% | 163,057 | $17.0M | Reduce -4.9% |
| JPM JPMorgan Chase & Co. | 1.07% | 67,035 | $16.0M | Add +0.8% |
| C Citigroup Inc. | 1.06% | 225,976 | $15.9M | Reduce -1.0% |
| JNJ Johnson & Johnson | 1.04% | 108,331 | $15.5M | Reduce -9.7% |
| XOM Exxon Mobil Corp. | 1.04% | 146,682 | $15.5M | Reduce -0.3% |
| CVX Chevron Corp. | 0.98% | 102,813 | $14.7M | Reduce -1.9% |
| OEF iShares S&P 100 ETF | 0.98% | 50,260 | $14.6M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.97% | 131,548 | $14.6M | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 0.91% | 230,786 | $13.7M | Reduce -3.8% |
| NEE Nextera Energy Inc. | 0.90% | 187,275 | $13.4M | Add +28.3% |
| IWD iShares Russell 1000 Value E | 0.88% | 71,334 | $13.2M | Reduce -4.6% |
| VIG Vanguard Dividend Apprec ETF | 0.83% | 63,717 | $12.5M | Add +19.7% |
| PG The Procter & Gamble Co. | 0.81% | 72,503 | $12.1M | Reduce -0.1% |
| KLAC KLA Corp. | 0.80% | 18,997 | $12.0M | Reduce -1.6% |
| TMO Thermo Fisher Scientific Inc. | 0.78% | 22,411 | $11.6M | Reduce -2.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.75% | 195,510 | $11.2M | Add +2.0% |
| AMGN Amgen Inc. | 0.74% | 42,808 | $11.1M | Reduce -0.3% |
| MDY State Street SPDR S&P Midcap | 0.73% | 19,146 | $10.9M | Reduce -1.1% |
| SHEL Shell PLC-ADR | 0.72% | 173,534 | $10.7M | Add +0.6% |
| RTX RTX Corp. | 0.72% | 92,995 | $10.7M | Add +0.0% |
| PM Philip Morris International | 0.67% | 84,068 | $10.1M | Reduce -1.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.67% | 129,716 | $10.0M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.64% | 10,311 | $9.5M | Reduce -0.2% |
| JEPI JPMorgan Equity Premium Inco | 0.63% | 163,581 | $9.5M | Reduce -4.4% |
| IJH iShares Core S&P Midcap ETF | 0.63% | 151,791 | $9.4M | Add +0.9% |
| SCHW Schwab (charles) Corp. | 0.63% | 126,856 | $9.4M | Reduce -2.5% |
| VONV Vanguard Russell 1000 Value | 0.61% | 112,627 | $9.1M | Add +28.2% |
| FDX FedEx Corp. | 0.60% | 31,809 | $8.9M | Reduce -1.2% |
| VYM Vanguard High DVD Yield ETF | 0.60% | 70,077 | $8.9M | Reduce -3.3% |
| EMR Emerson Electric Co. | 0.59% | 71,113 | $8.8M | Reduce -0.5% |
| PRU Prudential Financial Inc. | 0.58% | 73,416 | $8.7M | Reduce -1.9% |
| MRK Merck & Co. Inc. | 0.57% | 86,947 | $8.6M | Add +1.3% |
| SUB iShares Short-Term National | 0.52% | 73,199 | $7.7M | Add +7.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.50% | 107,378 | $7.6M | Reduce -0.6% |
| ETN Eaton Corp. PLC | 0.49% | 22,244 | $7.4M | Add +0.1% |
| ORCL Oracle Corp. | 0.49% | 44,032 | $7.3M | Add +2.4% |
| UPS United Parcel Service Class B | 0.49% | 58,540 | $7.3M | Reduce -13.8% |
| MDT Medtronic PLC | 0.49% | 91,831 | $7.3M | Reduce -7.8% |
| FHI Federated Hermes Inc. | 0.48% | 177,325 | $7.3M | Reduce -13.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.46% | 87,684 | $6.8M | Reduce -3.1% |
| UNP Union Pacific Corp. | 0.46% | 29,955 | $6.8M | Reduce -2.8% |
| TGT Target Corp. | 0.43% | 47,972 | $6.5M | Reduce -11.6% |
| CAT Caterpillar Inc. | 0.41% | 17,061 | $6.2M | Reduce -0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.41% | 9 | $6.1M | No change |
| CHWY Chewy Inc. Class A | 0.40% | 176,019 | $6.0M | Reduce -1.2% |
| RY Royal Bank of Canada | 0.40% | 49,835 | $6.0M | Reduce -1.7% |
| PB Prosperity Bancshares Inc. | 0.40% | 79,357 | $6.0M | Reduce -2.0% |
| CATH Global X S&P 500 Ca Val ETF | 0.40% | 83,825 | $6.0M | Reduce -9.9% |
| NVS Novartis AG-Sponsored ADR | 0.40% | 61,107 | $5.9M | Reduce -0.0% |
| CP Canadian Pacific Kansas City | 0.39% | 81,858 | $5.9M | Add +4.6% |
| HD Home Depot Inc. | 0.39% | 15,119 | $5.9M | Reduce -0.2% |
| IDU iShares US Utilities ETF | 0.39% | 60,365 | $5.8M | Reduce -4.6% |
| O Realty Income Corp. | 0.39% | 109,461 | $5.8M | Reduce -2.8% |
| HR Healthcare Realty Trust Inc. | 0.38% | 338,227 | $5.6M | Reduce -1.3% |
| IWM iShares Russell 2000 ETF | 0.37% | 25,386 | $5.6M | Reduce -5.0% |
| NKE Nike Inc. Class B | 0.36% | 73,080 | $5.5M | Reduce -8.5% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 46,570 | $5.4M | Add +0.6% |
| IEF iShares 7-10 Year Treasury B | 0.36% | 57,770 | $5.4M | Add +18.0% |
| KVUE Kenvue Inc. | 0.35% | 245,093 | $5.2M | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.34% | 62,844 | $5.1M | Reduce -1.9% |
| LULU Lululemon Athletica Inc. | 0.34% | 13,229 | $5.1M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.33% | 26,007 | $5.0M | Add +0.3% |
| CCI Crown Castle Inc. | 0.32% | 53,976 | $4.8M | Reduce -4.5% |
| META Meta Platforms Inc. Class A | 0.32% | 8,108 | $4.8M | Reduce -0.8% |
| AMD Advanced Micro Devices | 0.32% | 38,973 | $4.8M | Add +135.7% |
| KRE SS SPDR S&P Regional Bank | 0.31% | 76,193 | $4.6M | Reduce -1.3% |
| IWR iShares Russell Mid-Cap ETF | 0.31% | 51,690 | $4.6M | Reduce -4.8% |
| V Visa Inc. Class A | 0.30% | 14,436 | $4.6M | Reduce -0.1% |
| CI The Cigna Group | 0.30% | 16,461 | $4.5M | Add +39.3% |
| IYW iShares Ustechnology ETF | 0.29% | 27,407 | $4.4M | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.29% | 226,579 | $4.4M | Add +2.3% |
| IEMG iShares Core MSCI Emerging | 0.29% | 83,612 | $4.4M | Add +14.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.29% | 216,280 | $4.4M | Add +2.5% |
| BSCU Invesco Bulletshares 2030 CB | 0.29% | 265,170 | $4.3M | Add +2.3% |
| GPC Genuine Parts Co. | 0.29% | 37,524 | $4.3M | Reduce -0.2% |
| TSLA Tesla Inc. | 0.28% | 10,044 | $4.2M | Add +0.3% |
| VNQ Vanguard Real Estate ETF | 0.28% | 46,603 | $4.1M | Reduce -1.9% |
| J Jacobs Solutions Inc. | 0.27% | 30,685 | $4.1M | Reduce -1.4% |
| APA Apa Corp. | 0.27% | 181,420 | $4.1M | Add +148.8% |
| IWV iShares Russell 3000 ETF | 0.27% | 12,002 | $4.0M | Reduce -1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 14,964 | $4.0M | Add +5.5% |
| CTAS Cintas Corp. | 0.25% | 20,740 | $3.8M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 14,024 | $3.8M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| VXUS Vanguard Total Intl Stock | Reduce -1.7% | 4.12% | −0.50 |
| XRAY Dentsply Sirona Inc. | Sold out | 0.00% | −0.27 |
| JNJ Johnson & Johnson | Reduce -9.7% | 1.04% | −0.26 |
| CVS CVS Health Corp. | Reduce -89.0% | 0.02% | −0.24 |
| KLAC KLA Corp. | Reduce -1.6% | 0.80% | −0.20 |
| ICSH iShares Ultra Short Duration | Reduce -75.7% | 0.06% | −0.19 |
| AMGN Amgen Inc. | Reduce -0.3% | 0.74% | −0.18 |
| LH Labcorp Holdings Inc. | Reduce -76.1% | 0.06% | −0.17 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.0% | 0.78% | −0.16 |
| TGT Target Corp. | Reduce -11.6% | 0.43% | −0.13 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.13 |
| UPS United Parcel Service Class B | Reduce -13.8% | 0.49% | −0.12 |
| CCI Crown Castle Inc. | Reduce -4.5% | 0.32% | −0.12 |
| NKE Nike Inc. Class B | Reduce -8.5% | 0.36% | −0.11 |
| MDT Medtronic PLC | Reduce -7.8% | 0.49% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 1.04% | −0.10 |
| INTC Intel Corp. | Reduce -57.9% | 0.05% | −0.10 |
| GVI iShares Intermediate Governm | Reduce -4.9% | 1.14% | −0.09 |
| O Realty Income Corp. | Reduce -2.8% | 0.39% | −0.09 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.0% | 0.40% | −0.07 |
| MBLY Mobileye Global Inc. Class A | Reduce -46.9% | 0.21% | −0.07 |
| IWD iShares Russell 1000 Value E | Reduce -4.6% | 0.88% | −0.07 |
| GPC Genuine Parts Co. | Reduce -0.2% | 0.29% | −0.06 |
| BA The Boeing Co. | Reduce -67.3% | 0.04% | −0.06 |
| TECK Teck Resources Ltd.-CLS B | Reduce -19.1% | 0.10% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.6% | 0.50% | −0.06 |
| DEO Diageo PLC-Sponsored ADR | Reduce -32.5% | 0.09% | −0.06 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.06 |
| HSY The Hershey Co. | Reduce -4.7% | 0.25% | −0.05 |
| J Jacobs Solutions Inc. | Reduce -1.4% | 0.27% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 1.98% | −0.05 |
| DD Dupont DE Nemours Inc. | Reduce -67.8% | 0.02% | −0.05 |
| UNP Union Pacific Corp. | Reduce -2.8% | 0.46% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Reduce -4.4% | 0.63% | −0.05 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.04 |
| IDU iShares US Utilities ETF | Reduce -4.6% | 0.39% | −0.04 |
| HR Healthcare Realty Trust Inc. | Reduce -1.3% | 0.38% | −0.04 |
| CVX Chevron Corp. | Reduce -1.9% | 0.98% | −0.04 |
| KVUE Kenvue Inc. | Reduce -0.1% | 0.35% | −0.03 |
| PFE Pfizer Inc. | Reduce -8.0% | 0.17% | −0.03 |
| CAT Caterpillar Inc. | Reduce -0.1% | 0.41% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -3.3% | 0.17% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.81% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -1.9% | 0.28% | −0.03 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -34.1% | 0.06% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -1.2% | 0.25% | −0.03 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -9.9% | 0.40% | −0.03 |
| PEP Pepsico Inc. | Reduce -1.0% | 0.22% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -0.3% | 0.14% | −0.03 |
| ELAN Elanco Animal Health Inc. | Reduce -1.8% | 0.10% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +0.1% | 1.88% | +0.28 |
| AAPL Apple Inc. | Add +1.6% | 2.46% | +0.27 |
| PAAA Pgim Aaa Clo ETF | New | 0.21% | +0.21 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.20% | +0.20 |
| NVDA Nvidia Corp. | Add +0.6% | 1.64% | +0.20 |
| UYLD Angel Oak Ultrashort Income | New | 0.18% | +0.18 |
| VONG Vanguard Russell 1000 Growth | Add +3.3% | 1.67% | +0.18 |
| IVV iShares Core S&P 500 ETF | Add +1.6% | 4.03% | +0.18 |
| MTN Vail Resorts Inc. | New | 0.16% | +0.16 |
| APA Apa Corp. | Add +148.8% | 0.27% | +0.15 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 4.67% | +0.14 |
| ULTA Ulta Beauty Inc. | New | 0.14% | +0.14 |
| AMD Advanced Micro Devices | Add +135.7% | 0.32% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 1.07% | +0.14 |
| VIG Vanguard Dividend Apprec ETF | Add +19.7% | 0.83% | +0.13 |
| VONV Vanguard Russell 1000 Value | Add +28.2% | 0.61% | +0.12 |
| TFC Truist Financial Corp. | Add +719.8% | 0.13% | +0.12 |
| TSLA Tesla Inc. | Add +0.3% | 0.28% | +0.11 |
| EWZ iShares MSCI Brazil ETF | New | 0.08% | +0.08 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | New | 0.07% | +0.07 |
| NEE Nextera Energy Inc. | Add +28.3% | 0.90% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.3% | 1.29% | +0.07 |
| BAX Baxter International Inc. | Add +69.9% | 0.25% | +0.05 |
| AMTM Amentum Holdings Inc. | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.33% | +0.05 |
| IEF iShares 7-10 Year Treasury B | Add +18.0% | 0.36% | +0.04 |
| SUB iShares Short-Term National | Add +7.8% | 0.52% | +0.03 |
| TSLX Sixth Street Specialty Lendi | New | 0.03% | +0.03 |
| JAVA JPMorgan Active Value ETF | Add +39.9% | 0.12% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +4.0% | 1.41% | +0.03 |
| CI The Cigna Group | Add +39.3% | 0.30% | +0.03 |
| BAC Bank of America Corp. | Add +3.6% | 0.21% | +0.03 |
| DWX State Street SPDR S&P Intern | New | 0.03% | +0.03 |
| NEM Newmont Corp. | Add +64.7% | 0.22% | +0.03 |
| GBDC Golub Capital BDC Inc. | New | 0.02% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.4% | 0.10% | +0.02 |
| LLY Eli Lilly & Co. | Add +27.1% | 0.17% | +0.02 |
| BX Blackstone Inc. | Add +5.4% | 0.13% | +0.02 |
| BLK BlackRock Inc. | Add +1.1% | 0.20% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +3.5% | 0.11% | +0.02 |
| MA Mastercard Inc. Class A | Add +0.2% | 0.23% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.5% | 0.26% | +0.01 |
| EVRG Evergy Inc. | New | 0.01% | +0.01 |
| XLV SS Health Care Select Sector | Add +36.4% | 0.07% | +0.01 |
| CBSH Commerce Bancshares Inc. | Add +4.6% | 0.15% | +0.01 |
| GRMN Garmin Ltd. | Add +38.8% | 0.03% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +28.0% | 0.06% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +26.9% | 0.04% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +14.5% | 0.29% | +0.01 |
| GSEW Goldman Sachs Eql WGHT Large | Add +16.0% | 0.06% | +0.01 |
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 |