Country Club Bank
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Country Club Bank reported 319 stock positions worth $1.5 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 4.6% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 4.6%) and iShares Core S&P 500 ETF (IVV, 4.1%). Compared with Q4 2024, it opened 11 new positions, sold out of 11, added to 111 and reduced 137. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +4%) and the biggest sale Broadcom (AVGO, shares −26%).
- Most Recent 13F
- Q3 2025
- Location
- KANSAS CITY, MO
- CIK
- 0000824325
- Portfolio Value
- $1.5B (Q1 2025)
- SEC Filing
- 0001085146-25-002505 ↗ filed May 1, 2025
Holdings Value
Holdings 319 stocks · $1.5B
| VTI VG Morningstar TS MKT ETF-US | 4.61% | 250,658 | $68.5M | Add +4.2% |
| VXUS Vanguard Total Intl Stock | 4.59% | 1,091,092 | $68.2M | Add +4.5% |
| IVV iShares Core S&P 500 ETF | 4.08% | 108,509 | $60.6M | Add +6.3% |
| MSFT Microsoft Corp. | 2.38% | 93,365 | $35.4M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 2.35% | 422,430 | $34.8M | Add +7.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.32% | 65,438 | $34.4M | Reduce -0.2% |
| WMT Walmart Inc. | 2.16% | 376,743 | $32.1M | Reduce -1.1% |
| AAPL Apple Inc. | 2.11% | 143,583 | $31.3M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 1.64% | 126,585 | $24.4M | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 1.62% | 66,730 | $24.1M | Reduce -6.4% |
| VGSH Vanguard Short-Term Treasury | 1.50% | 380,256 | $22.3M | Add +4.5% |
| EFG iShares MSCI Eafe Growth ETF | 1.49% | 218,914 | $22.1M | Reduce -0.6% |
| VONG Vanguard Russell 1000 Growth | 1.47% | 235,945 | $21.9M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 1.41% | 134,498 | $21.0M | Reduce -0.4% |
| NVDA Nvidia Corp. | 1.32% | 179,237 | $19.7M | Add +0.6% |
| GVI iShares Intermediate Governm | 1.23% | 172,930 | $18.3M | Add +6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.22% | 32,670 | $18.2M | Reduce -0.2% |
| JNJ Johnson & Johnson | 1.21% | 109,420 | $17.9M | Add +1.0% |
| XOM Exxon Mobil Corp. | 1.17% | 147,878 | $17.4M | Add +0.8% |
| CVX Chevron Corp. | 1.15% | 102,445 | $17.0M | Reduce -0.4% |
| C Citigroup Inc. | 1.07% | 225,970 | $15.9M | Reduce 0.0% |
| JPM JPMorgan Chase & Co. | 0.98% | 60,171 | $14.6M | Reduce -10.2% |
| NEE Nextera Energy Inc. | 0.89% | 186,815 | $13.2M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.87% | 67,232 | $12.9M | Add +5.5% |
| OEF iShares S&P 100 ETF | 0.87% | 47,810 | $12.9M | Reduce -4.9% |
| IWD iShares Russell 1000 Value E | 0.86% | 68,755 | $12.8M | Reduce -3.6% |
| KLAC KLA Corp. | 0.85% | 18,762 | $12.6M | Reduce -1.2% |
| SHEL Shell PLC-ADR | 0.84% | 172,291 | $12.5M | Reduce -0.7% |
| RTX RTX Corp. | 0.83% | 93,062 | $12.3M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.81% | 71,882 | $12.1M | Reduce -0.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.81% | 195,964 | $12.0M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.77% | 188,707 | $11.5M | Reduce -18.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.77% | 117,007 | $11.5M | Reduce -11.1% |
| AVGO Broadcom Inc. | 0.77% | 67,304 | $11.4M | Reduce -26.1% |
| TMO Thermo Fisher Scientific Inc. | 0.75% | 22,414 | $11.2M | Add +0.0% |
| PM Philip Morris International | 0.75% | 71,620 | $11.1M | Reduce -14.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.71% | 128,241 | $10.6M | Reduce -1.1% |
| VONV Vanguard Russell 1000 Value | 0.68% | 122,832 | $10.0M | Add +9.1% |
| SUB iShares Short-Term National | 0.67% | 93,621 | $9.9M | Add +27.9% |
| MDY State Street SPDR S&P Midcap | 0.66% | 18,473 | $9.8M | Reduce -3.5% |
| IJH iShares Core S&P Midcap ETF | 0.65% | 165,811 | $9.7M | Add +9.2% |
| COST Costco Wholesale Corp. | 0.64% | 10,237 | $9.5M | Reduce -0.7% |
| JEPI JPMorgan Equity Premium Inco | 0.63% | 165,077 | $9.4M | Add +0.9% |
| VYM Vanguard High DVD Yield ETF | 0.60% | 69,806 | $8.9M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.58% | 113,594 | $8.7M | Add +5.8% |
| AMGN Amgen Inc. | 0.58% | 28,038 | $8.6M | Reduce -34.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.56% | 164,968 | $8.4M | Add +174.6% |
| MDT Medtronic PLC | 0.56% | 94,884 | $8.3M | Add +3.3% |
| SCHW Schwab (charles) Corp. | 0.56% | 106,462 | $8.3M | Reduce -16.1% |
| UPS United Parcel Service Class B | 0.55% | 74,555 | $8.2M | Add +27.4% |
| PAAA Pgim Aaa Clo ETF | 0.55% | 158,979 | $8.1M | Add +163.3% |
| PRU Prudential Financial Inc. | 0.54% | 72,976 | $8.0M | Reduce -0.6% |
| UYLD Angel Oak Ultrashort Income | 0.54% | 155,189 | $8.0M | Add +190.9% |
| MRK Merck & Co. Inc. | 0.53% | 88,719 | $7.9M | Add +2.0% |
| EMR Emerson Electric Co. | 0.52% | 71,441 | $7.8M | Add +0.5% |
| FDX FedEx Corp. | 0.52% | 31,843 | $7.7M | Add +0.1% |
| FHI Federated Hermes Inc. | 0.49% | 177,749 | $7.2M | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.48% | 9 | $7.1M | No change |
| NVS Novartis AG-Sponsored ADR | 0.46% | 60,947 | $6.9M | Reduce -0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.44% | 81,894 | $6.5M | Reduce -6.6% |
| O Realty Income Corp. | 0.42% | 109,822 | $6.2M | Add +0.3% |
| CCI Crown Castle Inc. | 0.42% | 59,769 | $6.2M | Add +10.7% |
| ETN Eaton Corp. PLC | 0.41% | 22,148 | $6.1M | Reduce -0.4% |
| IDU iShares US Utilities ETF | 0.40% | 59,544 | $6.0M | Reduce -1.4% |
| AMD Advanced Micro Devices | 0.40% | 57,184 | $5.9M | Add +46.7% |
| KVUE Kenvue Inc. | 0.40% | 247,965 | $5.9M | Add +1.2% |
| CP Canadian Pacific Kansas City | 0.39% | 83,507 | $5.8M | Add +2.0% |
| IEF iShares 7-10 Year Treasury B | 0.39% | 60,373 | $5.7M | Add +4.5% |
| HR Healthcare Realty Trust Inc. | 0.38% | 339,708 | $5.7M | Add +0.4% |
| CAT Caterpillar Inc. | 0.38% | 17,246 | $5.7M | Add +1.1% |
| CI The Cigna Group | 0.38% | 17,435 | $5.7M | Add +5.9% |
| PB Prosperity Bancshares Inc. | 0.38% | 79,247 | $5.6M | Reduce -0.1% |
| GPC Genuine Parts Co. | 0.38% | 47,100 | $5.6M | Add +25.5% |
| CHWY Chewy Inc. Class A | 0.37% | 172,421 | $5.5M | Reduce -2.0% |
| RY Royal Bank of Canada | 0.37% | 49,277 | $5.5M | Reduce -1.1% |
| HD Home Depot Inc. | 0.37% | 15,324 | $5.5M | Add +1.4% |
| IBTF iShares Ibonds Dec 2025 Term | 0.36% | 230,757 | $5.4M | Add +328.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 62,716 | $5.2M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.34% | 21,720 | $5.0M | Reduce -27.5% |
| CATH Global X S&P 500 Ca Val ETF | 0.34% | 75,130 | $5.0M | Reduce -10.4% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 48,215 | $5.0M | Add +3.5% |
| V Visa Inc. Class A | 0.34% | 14,547 | $5.0M | Add +0.8% |
| IWM iShares Russell 2000 ETF | 0.33% | 24,786 | $5.0M | Reduce -2.4% |
| IEMG iShares Core MSCI Emerging | 0.32% | 87,469 | $4.7M | Add +4.6% |
| META Meta Platforms Inc. Class A | 0.32% | 8,181 | $4.7M | Add +0.9% |
| TFC Truist Financial Corp. | 0.32% | 116,111 | $4.7M | Add +155.2% |
| BAX Baxter International Inc. | 0.31% | 136,729 | $4.6M | Add +6.0% |
| ORCL Oracle Corp. | 0.31% | 32,486 | $4.6M | Reduce -26.2% |
| IWR iShares Russell Mid-Cap ETF | 0.29% | 51,690 | $4.4M | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.29% | 224,175 | $4.4M | Reduce -1.1% |
| BSCU Invesco Bulletshares 2030 CB | 0.29% | 261,887 | $4.3M | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 0.29% | 8,416 | $4.3M | Add +64.1% |
| MTN Vail Resorts Inc. | 0.29% | 26,635 | $4.3M | Add +111.9% |
| NEM Newmont Corp. | 0.29% | 89,338 | $4.3M | Add +0.1% |
| KRE SS SPDR S&P Regional Bank | 0.29% | 75,472 | $4.3M | Reduce -0.9% |
| VNQ Vanguard Real Estate ETF | 0.28% | 46,216 | $4.1M | Reduce -0.8% |
| EEM iShares MSCI Emerging Market | 0.28% | 93,938 | $4.1M | Add +5.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 15,867 | $4.1M | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 0.27% | 26,067 | $4.0M | Add +0.2% |
| ZBH Zimmer Biomet Holdings Inc. | 0.27% | 35,777 | $4.0M | New |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -26.1% | 0.77% | −0.67 |
| AAPL Apple Inc. | Reduce -1.7% | 2.11% | −0.36 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 1.41% | −0.33 |
| IWF iShares Russell 1000 Growth | Reduce -6.4% | 1.62% | −0.31 |
| BSCS Invesco Bulletshares 2028 CB | Sold out | 0.00% | −0.29 |
| MSFT Microsoft Corp. | Reduce -0.3% | 2.38% | −0.28 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.25 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 1.64% | −0.23 |
| NKE Nike Inc. Class B | Reduce -51.3% | 0.15% | −0.21 |
| DIS The Walt Disney Co. | Reduce -11.1% | 0.77% | −0.20 |
| VONG Vanguard Russell 1000 Growth | Reduce -1.5% | 1.47% | −0.20 |
| TGT Target Corp. | Reduce -28.1% | 0.24% | −0.19 |
| CTVA Corteva Inc. | Reduce -83.9% | 0.04% | −0.19 |
| ORCL Oracle Corp. | Reduce -26.2% | 0.31% | −0.18 |
| AMGN Amgen Inc. | Reduce -34.5% | 0.58% | −0.16 |
| WMT Walmart Inc. | Reduce -1.1% | 2.16% | −0.15 |
| CSCO Cisco Systems Inc. | Reduce -18.2% | 0.77% | −0.14 |
| UNP Union Pacific Corp. | Reduce -27.5% | 0.34% | −0.12 |
| OEF iShares S&P 100 ETF | Reduce -4.9% | 0.87% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -10.2% | 0.98% | −0.09 |
| ETN Eaton Corp. PLC | Reduce -0.4% | 0.41% | −0.09 |
| LULU Lululemon Athletica Inc. | Reduce -0.5% | 0.26% | −0.08 |
| TECK Teck Resources Ltd.-CLS B | Reduce -76.1% | 0.02% | −0.08 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.07 |
| SCHW Schwab (charles) Corp. | Reduce -16.1% | 0.56% | −0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -3.5% | 0.66% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 1.22% | −0.06 |
| IYW iShares Ustechnology ETF | Reduce -9.6% | 0.23% | −0.06 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -10.4% | 0.34% | −0.06 |
| MBLY Mobileye Global Inc. Class A | Reduce -2.1% | 0.15% | −0.05 |
| IWO iShares Russell 2000 Growth | Reduce -50.5% | 0.04% | −0.05 |
| LH Labcorp Holdings Inc. | Reduce -73.5% | 0.02% | −0.04 |
| IWN iShares Russell 2000 Value E | Reduce -16.3% | 0.15% | −0.04 |
| VTWO Vanguard Russell 2000 ETF | Reduce -14.5% | 0.15% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -2.4% | 0.33% | −0.04 |
| PRU Prudential Financial Inc. | Reduce -0.6% | 0.54% | −0.04 |
| TSLX Sixth Street Specialty Lendi | Sold out | 0.00% | −0.03 |
| RY Royal Bank of Canada | Reduce -1.1% | 0.37% | −0.03 |
| CHWY Chewy Inc. Class A | Reduce -2.0% | 0.37% | −0.03 |
| BX Blackstone Inc. | Reduce -2.9% | 0.10% | −0.03 |
| DWX State Street SPDR S&P Intern | Sold out | 0.00% | −0.03 |
| J Jacobs Solutions Inc. | Reduce -0.1% | 0.25% | −0.02 |
| DEO Diageo PLC-Sponsored ADR | Reduce -10.4% | 0.07% | −0.02 |
| GBDC Golub Capital BDC Inc. | Sold out | 0.00% | −0.02 |
| PB Prosperity Bancshares Inc. | Reduce -0.1% | 0.38% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -6.6% | 0.44% | −0.02 |
| KRE SS SPDR S&P Regional Bank | Reduce -0.9% | 0.29% | −0.02 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -7.9% | 0.10% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -2.3% | 0.25% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| VXUS Vanguard Total Intl Stock | Add +4.5% | 4.59% | +0.47 |
| EFA iShares MSCI Eafe ETF | Add +7.7% | 2.35% | +0.36 |
| JAAA Janus Henderson Aaa Clo ETF | Add +174.6% | 0.56% | +0.36 |
| UYLD Angel Oak Ultrashort Income | Add +190.9% | 0.54% | +0.35 |
| PAAA Pgim Aaa Clo ETF | Add +163.3% | 0.55% | +0.34 |
| IBTF iShares Ibonds Dec 2025 Term | Add +328.5% | 0.36% | +0.28 |
| ZBH Zimmer Biomet Holdings Inc. | New | 0.27% | +0.27 |
| TFC Truist Financial Corp. | Add +155.2% | 0.32% | +0.18 |
| JNJ Johnson & Johnson | Add +1.0% | 1.21% | +0.17 |
| SUB iShares Short-Term National | Add +27.9% | 0.67% | +0.15 |
| DG Dollar General Corp. | New | 0.15% | +0.15 |
| XOM Exxon Mobil Corp. | Add +0.8% | 1.17% | +0.14 |
| MTN Vail Resorts Inc. | Add +111.9% | 0.29% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +64.1% | 0.29% | +0.12 |
| DOW Dow Inc. | Add +649.5% | 0.14% | +0.12 |
| SAIA Saia Inc. | New | 0.11% | +0.11 |
| RTX RTX Corp. | Add +0.1% | 0.83% | +0.11 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.11% | +0.11 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.11% | +0.11 |
| GVI iShares Intermediate Governm | Add +6.0% | 1.23% | +0.10 |
| CCI Crown Castle Inc. | Add +10.7% | 0.42% | +0.09 |
| ELAN Elanco Animal Health Inc. | Add +112.5% | 0.20% | +0.09 |
| LMBS First Trust Low Duration Opp | New | 0.09% | +0.09 |
| VGSH Vanguard Short-Term Treasury | Add +4.5% | 1.50% | +0.09 |
| GPC Genuine Parts Co. | Add +25.5% | 0.38% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.8% | 0.58% | +0.08 |
| CI The Cigna Group | Add +5.9% | 0.38% | +0.08 |
| AMD Advanced Micro Devices | Add +46.7% | 0.40% | +0.08 |
| GSEW Goldman Sachs Eql WGHT Large | Add +132.1% | 0.13% | +0.08 |
| MDT Medtronic PLC | Add +3.3% | 0.56% | +0.07 |
| NEM Newmont Corp. | Add +0.1% | 0.29% | +0.07 |
| VONV Vanguard Russell 1000 Value | Add +9.1% | 0.68% | +0.07 |
| AMTM Amentum Holdings Inc. | Add +187.6% | 0.11% | +0.07 |
| BAX Baxter International Inc. | Add +6.0% | 0.31% | +0.06 |
| UPS United Parcel Service Class B | Add +27.4% | 0.55% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.2% | 0.81% | +0.06 |
| KVUE Kenvue Inc. | Add +1.2% | 0.40% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +6.3% | 4.08% | +0.05 |
| VTWG Vanguard Russell 2000 Growth | New | 0.04% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +5.5% | 0.87% | +0.04 |
| O Realty Income Corp. | Add +0.3% | 0.42% | +0.03 |
| V Visa Inc. Class A | Add +0.8% | 0.34% | +0.03 |
| ABT Abbott Laboratories | Add +0.9% | 0.20% | +0.03 |
| IEF iShares 7-10 Year Treasury B | Add +4.5% | 0.39% | +0.03 |
| KO The Coca-Cola Co. | Add +0.1% | 0.22% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +5.8% | 0.28% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +4.6% | 0.32% | +0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +27.2% | 0.09% | +0.02 |
| VTWV Vanguard Russell 2000 Value | New | 0.02% | +0.02 |
| JAVA JPMorgan Active Value ETF | Add +18.4% | 0.14% | +0.02 |
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 |