Country Club Bank
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Country Club Bank reported 321 stock positions worth $1.6 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 4.9% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 4.8%) and iShares Core S&P 500 ETF (IVV, 4.3%). Compared with Q1 2025, it opened 9 new positions, sold out of 7, added to 89 and reduced 170. The biggest buy was a new position in Marvell Technology (MRVL) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).
- Most Recent 13F
- Q3 2025
- Location
- KANSAS CITY, MO
- CIK
- 0000824325
- Portfolio Value
- $1.6B (Q2 2025)
- SEC Filing
- 0001085146-25-004045 ↗ filed Jul 23, 2025
Holdings Value
Holdings 321 stocks · $1.6B
| VTI VG Morningstar TS MKT ETF-US | 4.88% | 256,039 | $77.7M | Add +2.1% |
| VXUS Vanguard Total Intl Stock | 4.77% | 1,101,377 | $75.9M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 4.29% | 110,380 | $68.2M | Add +1.7% |
| MSFT Microsoft Corp. | 2.86% | 91,845 | $45.5M | Reduce -1.6% |
| EFA iShares MSCI Eafe ETF | 2.49% | 443,071 | $39.6M | Add +4.9% |
| WMT Walmart Inc. | 2.28% | 373,214 | $36.3M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.98% | 64,787 | $31.5M | Reduce -1.0% |
| AAPL Apple Inc. | 1.79% | 141,878 | $28.5M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 1.78% | 126,756 | $28.3M | Add +0.1% |
| VONG Vanguard Russell 1000 Growth | 1.70% | 249,240 | $27.0M | Add +5.6% |
| IWF iShares Russell 1000 Growth | 1.63% | 61,365 | $25.9M | Reduce -8.0% |
| GOOG Alphabet Inc. Class C | 1.59% | 141,910 | $25.3M | Add +5.5% |
| EFG iShares MSCI Eafe Growth ETF | 1.53% | 217,136 | $24.3M | Reduce -0.8% |
| VGSH Vanguard Short-Term Treasury | 1.44% | 390,132 | $22.9M | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.26% | 32,646 | $20.1M | Reduce -0.1% |
| C Citigroup Inc. | 1.19% | 225,101 | $19.0M | Reduce -0.4% |
| GVI iShares Intermediate Governm | 1.19% | 176,740 | $18.8M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 1.08% | 59,781 | $17.2M | Reduce -0.7% |
| AVGO Broadcom Inc. | 1.06% | 62,757 | $16.9M | Reduce -6.8% |
| KLAC KLA Corp. | 1.04% | 18,644 | $16.6M | Reduce -0.6% |
| JNJ Johnson & Johnson | 1.03% | 107,683 | $16.4M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 1.01% | 147,349 | $16.1M | Reduce -0.4% |
| NVDA Nvidia Corp. | 1.00% | 100,364 | $15.8M | Reduce -44.0% |
| CVX Chevron Corp. | 0.92% | 101,750 | $14.6M | Reduce -0.7% |
| OEF iShares S&P 100 ETF | 0.89% | 46,820 | $14.2M | Reduce -2.1% |
| VIG Vanguard Dividend Apprec ETF | 0.83% | 65,089 | $13.3M | Reduce -3.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.83% | 195,591 | $13.1M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.82% | 184,989 | $13.1M | Reduce -1.0% |
| RTX RTX Corp. | 0.82% | 90,115 | $13.0M | Reduce -3.2% |
| IWD iShares Russell 1000 Value E | 0.81% | 66,727 | $12.9M | Reduce -3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.80% | 104,557 | $12.8M | Reduce -10.6% |
| SHEL Shell PLC-ADR | 0.76% | 170,793 | $12.1M | Reduce -0.9% |
| PM Philip Morris International | 0.75% | 66,015 | $12.0M | Reduce -7.8% |
| CSCO Cisco Systems Inc. | 0.74% | 170,769 | $11.7M | Reduce -9.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.72% | 126,266 | $11.5M | Reduce -1.5% |
| SUB iShares Short-Term National | 0.68% | 102,223 | $10.9M | Add +9.2% |
| MDY State Street SPDR S&P Midcap | 0.67% | 18,911 | $10.7M | Add +2.4% |
| IJH iShares Core S&P Midcap ETF | 0.66% | 168,138 | $10.4M | Add +1.4% |
| VONV Vanguard Russell 1000 Value | 0.63% | 117,310 | $10.0M | Reduce -4.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.61% | 116,675 | $9.7M | Add +2.7% |
| COST Costco Wholesale Corp. | 0.60% | 9,675 | $9.5M | Reduce -5.5% |
| SCHW Schwab (charles) Corp. | 0.60% | 105,752 | $9.5M | Reduce -0.7% |
| EMR Emerson Electric Co. | 0.59% | 70,736 | $9.4M | Reduce -1.0% |
| JEPI JPMorgan Equity Premium Inco | 0.59% | 164,576 | $9.3M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.58% | 58,127 | $9.3M | Reduce -19.1% |
| TMO Thermo Fisher Scientific Inc. | 0.57% | 22,106 | $9.0M | Reduce -1.4% |
| VYM Vanguard High DVD Yield ETF | 0.56% | 67,374 | $8.9M | Reduce -3.5% |
| UYLD Angel Oak Ultrashort Income | 0.55% | 171,142 | $8.8M | Add +10.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.53% | 167,207 | $8.5M | Add +1.4% |
| PAAA Pgim Aaa Clo ETF | 0.51% | 158,582 | $8.2M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.50% | 22,315 | $7.9M | Add +0.8% |
| PRU Prudential Financial Inc. | 0.49% | 72,518 | $7.8M | Reduce -0.6% |
| MDT Medtronic PLC | 0.47% | 87,729 | $7.5M | Reduce -7.5% |
| AMGN Amgen Inc. | 0.47% | 26,786 | $7.4M | Reduce -4.5% |
| HR Healthcare Realty Trust Inc. | 0.46% | 464,743 | $7.3M | Add +36.8% |
| FDX FedEx Corp. | 0.46% | 31,770 | $7.3M | Reduce -0.2% |
| NVS Novartis AG-Sponsored ADR | 0.45% | 60,099 | $7.2M | Reduce -1.4% |
| UPS United Parcel Service Class B | 0.45% | 70,688 | $7.2M | Reduce -5.2% |
| ORCL Oracle Corp. | 0.44% | 32,955 | $6.9M | Add +1.4% |
| MRK Merck & Co. Inc. | 0.44% | 87,562 | $6.9M | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.41% | 17,130 | $6.6M | Reduce -0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.41% | 9 | $6.6M | No change |
| FHI Federated Hermes Inc. | 0.41% | 146,531 | $6.5M | Reduce -17.6% |
| CP Canadian Pacific Kansas City | 0.41% | 82,281 | $6.4M | Reduce -1.5% |
| RY Royal Bank of Canada | 0.40% | 49,075 | $6.4M | Reduce -0.4% |
| CATH Global X S&P 500 Ca Val ETF | 0.40% | 84,755 | $6.3M | Add +12.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.39% | 78,997 | $6.3M | Reduce -3.5% |
| O Realty Income Corp. | 0.39% | 108,778 | $6.2M | Reduce -0.9% |
| IEF iShares 7-10 Year Treasury B | 0.39% | 64,603 | $6.2M | Add +7.0% |
| META Meta Platforms Inc. Class A | 0.38% | 8,201 | $6.0M | Add +0.2% |
| CCI Crown Castle Inc. | 0.37% | 58,927 | $5.9M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 0.36% | 18,567 | $5.7M | Add +120.6% |
| HD Home Depot Inc. | 0.36% | 15,459 | $5.7M | Add +0.9% |
| WBD Warner Bros Discovery Inc. | 0.36% | 502,878 | $5.7M | Add +54.3% |
| CI The Cigna Group | 0.36% | 17,329 | $5.7M | Reduce -0.6% |
| PB Prosperity Bancshares Inc. | 0.35% | 78,864 | $5.5M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.35% | 38,434 | $5.5M | Reduce -32.8% |
| CHWY Chewy Inc. Class A | 0.34% | 126,892 | $5.4M | Reduce -26.4% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 49,169 | $5.4M | Add +2.0% |
| IEMG iShares Core MSCI Emerging | 0.34% | 89,551 | $5.4M | Add +2.4% |
| TGT Target Corp. | 0.33% | 52,465 | $5.2M | Add +52.2% |
| KVUE Kenvue Inc. | 0.32% | 247,126 | $5.2M | Reduce -0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.32% | 62,031 | $5.1M | Reduce -1.1% |
| V Visa Inc. Class A | 0.32% | 14,621 | $5.1M | Add +0.5% |
| EEM iShares MSCI Emerging Market | 0.31% | 104,068 | $5.0M | Add +10.8% |
| MRVL Marvell Technology Inc. | 0.31% | 64,363 | $5.0M | New |
| IDU iShares US Utilities ETF | 0.30% | 46,548 | $4.8M | Reduce -21.8% |
| IBTF iShares Ibonds Dec 2025 Term | 0.30% | 207,251 | $4.8M | Reduce -10.2% |
| NFLX Netflix Inc. | 0.30% | 3,625 | $4.8M | Reduce -7.5% |
| TFC Truist Financial Corp. | 0.30% | 112,340 | $4.8M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 0.30% | 26,733 | $4.8M | Add +2.5% |
| IWM iShares Russell 2000 ETF | 0.30% | 22,121 | $4.8M | Reduce -10.8% |
| IWR iShares Russell Mid-Cap ETF | 0.29% | 50,909 | $4.7M | Reduce -1.5% |
| KRE SS SPDR S&P Regional Bank | 0.28% | 75,377 | $4.5M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 15,906 | $4.4M | Add +0.3% |
| IYW iShares Ustechnology ETF | 0.28% | 25,602 | $4.4M | Add +3.3% |
| ZBH Zimmer Biomet Holdings Inc. | 0.28% | 48,055 | $4.4M | Add +34.3% |
| GPC Genuine Parts Co. | 0.27% | 36,159 | $4.4M | Reduce -23.2% |
| BSCU Invesco Bulletshares 2030 CB | 0.26% | 249,717 | $4.2M | Reduce -4.7% |
| BSCQ Invesco Bulletshares 2026 CB | 0.26% | 214,269 | $4.2M | Reduce -4.4% |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 1.98% | −0.34 |
| NVDA Nvidia Corp. | Reduce -44.0% | 1.00% | −0.33 |
| AAPL Apple Inc. | Reduce -1.2% | 1.79% | −0.31 |
| PG The Procter & Gamble Co. | Reduce -19.1% | 0.58% | −0.23 |
| CVX Chevron Corp. | Reduce -0.7% | 0.92% | −0.23 |
| HSY The Hershey Co. | Reduce -74.1% | 0.06% | −0.20 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 0.57% | −0.19 |
| JNJ Johnson & Johnson | Reduce -1.6% | 1.03% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 1.01% | −0.16 |
| LULU Lululemon Athletica Inc. | Reduce -38.8% | 0.12% | −0.14 |
| DG Dollar General Corp. | Reduce -81.2% | 0.03% | −0.11 |
| AMGN Amgen Inc. | Reduce -4.5% | 0.47% | −0.11 |
| UNP Union Pacific Corp. | Reduce -28.1% | 0.23% | −0.11 |
| GPC Genuine Parts Co. | Reduce -23.2% | 0.27% | −0.10 |
| UPS United Parcel Service Class B | Reduce -5.2% | 0.45% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -1.3% | 0.44% | −0.10 |
| IDU iShares US Utilities ETF | Reduce -21.8% | 0.30% | −0.10 |
| MDT Medtronic PLC | Reduce -7.5% | 0.47% | −0.09 |
| SHEL Shell PLC-ADR | Reduce -0.9% | 0.76% | −0.08 |
| NEM Newmont Corp. | Reduce -34.7% | 0.21% | −0.08 |
| FHI Federated Hermes Inc. | Reduce -17.6% | 0.41% | −0.08 |
| KVUE Kenvue Inc. | Reduce -0.3% | 0.32% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -1.0% | 0.82% | −0.06 |
| FDX FedEx Corp. | Reduce -0.2% | 0.46% | −0.06 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -10.2% | 0.30% | −0.06 |
| APA Apa Corp. | Reduce -4.6% | 0.21% | −0.06 |
| BAX Baxter International Inc. | Reduce -2.2% | 0.26% | −0.06 |
| PRU Prudential Financial Inc. | Reduce -0.6% | 0.49% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -3.0% | 0.81% | −0.05 |
| VONV Vanguard Russell 1000 Value | Reduce -4.5% | 0.63% | −0.05 |
| AMD Advanced Micro Devices | Reduce -32.8% | 0.35% | −0.05 |
| ELAN Elanco Animal Health Inc. | Reduce -41.0% | 0.15% | −0.05 |
| CCI Crown Castle Inc. | Reduce -1.4% | 0.37% | −0.04 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.3% | 0.59% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -5.5% | 0.60% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.5% | 0.39% | −0.04 |
| T AT&T Inc. | Reduce -41.6% | 0.05% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.5% | 0.56% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -9.5% | 0.74% | −0.04 |
| PAAA Pgim Aaa Clo ETF | Reduce -0.3% | 0.51% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -10.8% | 0.30% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.2% | 0.83% | −0.03 |
| ABBV Abbvie Inc. | Reduce -6.4% | 0.12% | −0.03 |
| MTN Vail Resorts Inc. | Reduce -2.3% | 0.26% | −0.03 |
| CHWY Chewy Inc. Class A | Reduce -26.4% | 0.34% | −0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -4.4% | 0.26% | −0.03 |
| CPT Camden Property Trust | Reduce -0.8% | 0.19% | −0.03 |
| BSCU Invesco Bulletshares 2030 CB | Reduce -4.7% | 0.26% | −0.03 |
| IBTM iShares Ibnds Dec 2032 TT | Reduce -16.1% | 0.11% | −0.03 |
| PB Prosperity Bancshares Inc. | Reduce -0.5% | 0.35% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| MRVL Marvell Technology Inc. | New | 0.31% | +0.31 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.1% | 4.88% | +0.27 |
| VONG Vanguard Russell 1000 Growth | Add +5.6% | 1.70% | +0.23 |
| IVV iShares Core S&P 500 ETF | Add +1.7% | 4.29% | +0.21 |
| BTI British American Tob-SP ADR | New | 0.19% | +0.19 |
| VXUS Vanguard Total Intl Stock | Add +0.9% | 4.77% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +5.5% | 1.59% | +0.18 |
| EFA iShares MSCI Eafe ETF | Add +4.9% | 2.49% | +0.14 |
| AMTM Amentum Holdings Inc. | Add +83.8% | 0.25% | +0.14 |
| AMZN Amazon.com Inc. | Add +0.1% | 1.78% | +0.14 |
| WBD Warner Bros Discovery Inc. | Add +54.3% | 0.36% | +0.13 |
| ORCL Oracle Corp. | Add +1.4% | 0.44% | +0.13 |
| SAIA Saia Inc. | Add +195.5% | 0.24% | +0.13 |
| PLD Prologis Inc. | New | 0.12% | +0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.12% | +0.12 |
| DOW Dow Inc. | Add +124.4% | 0.23% | +0.09 |
| ETN Eaton Corp. PLC | Add +0.8% | 0.50% | +0.09 |
| TGT Target Corp. | Add +52.2% | 0.33% | +0.09 |
| HR Healthcare Realty Trust Inc. | Add +36.8% | 0.46% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +120.6% | 0.36% | +0.07 |
| META Meta Platforms Inc. Class A | Add +0.2% | 0.38% | +0.06 |
| CATH Global X S&P 500 Ca Val ETF | Add +12.8% | 0.40% | +0.06 |
| IYW iShares Ustechnology ETF | Add +3.3% | 0.28% | +0.04 |
| LMBS First Trust Low Duration Opp | Add +55.8% | 0.13% | +0.04 |
| EEM iShares MSCI Emerging Market | Add +10.8% | 0.31% | +0.04 |
| WTV Wisdomtree U.S. Value Fund | New | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 0.30% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | Add +0.7% | 0.21% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.7% | 0.61% | +0.03 |
| GSEW Goldman Sachs Eql WGHT Large | Add +17.3% | 0.16% | +0.02 |
| ACN Accenture PLC Class A | Add +42.0% | 0.10% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +9.0% | 0.13% | +0.02 |
| DE Deere & Co. | Add +31.6% | 0.08% | +0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +4.3% | 0.26% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +11.1% | 0.15% | +0.02 |
| SUB iShares Short-Term National | Add +9.2% | 0.68% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +2.4% | 0.34% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | Add +57.4% | 0.05% | +0.02 |
| UYLD Angel Oak Ultrashort Income | Add +10.3% | 0.55% | +0.02 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| GS Goldman Sachs Group Inc. | New | 0.01% | +0.01 |
| CME Cme Group Inc. | New | 0.01% | +0.01 |
| CAH Cardinal Health Inc. | Add +0.5% | 0.10% | +0.01 |
| XLI SS Industrial Select Sector | Add +19.9% | 0.06% | +0.01 |
| ADP Automatic Data Processing | Add +17.5% | 0.13% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +2.4% | 0.67% | +0.01 |
| GEV GE Vernova Inc. | Add +5.6% | 0.03% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +4.5% | 0.15% | +0.01 |
| NOW ServiceNow Inc. | Add +2.1% | 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 |