StockDrifts LogoStockDrifts

Community Bank of Raymore 13F Portfolio

Portfolio Manager
Community Bank of Raymore
Performance
+12.72% (2026 Q2)
AUM (13F)
$169.73M
# of Holdings
76
Performance Rank
Allocation (Top 20)
70.02%
Latest filing
Q2 2026

Community Bank of Raymore Holdings Map

Top 50 Community Bank of Raymore Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CAT
CATERPILLAR INC
10.54%16.8K$17.9M
+0.00%(+0)
2025-Q2: 18.5K shares2025-Q3: 17.9K shares2025-Q4: 17.4K shares2026-Q1: 16.8K shares2026-Q2: 16.8K shares
$102.77(+746.06%)
2026-06-30
JPM
JPMORGAN CHASE & CO
10.47%54.3K$17.8M
-0.55%(-300)
2025-Q2: 54.4K shares2025-Q3: 54.4K shares2025-Q4: 54.4K shares2026-Q1: 54.6K shares2026-Q2: 54.3K shares
$77.39(+371.28%)
2026-06-30
O
REALTY INCOME CORP
5.07%138.8K$8.6M
-0.49%(-680)
2025-Q2: 142.7K shares2025-Q3: 142.3K shares2025-Q4: 140.8K shares2026-Q1: 139.5K shares2026-Q2: 138.8K shares
$59.43(+5.58%)
2026-06-30
VOO
VANGUARD INDEX FDS
4.15%10.3K$7.0M
+6.14%(+594)
2025-Q2: 8.9K shares2025-Q3: 9.7K shares2025-Q4: 9.7K shares2026-Q1: 9.7K shares2026-Q2: 10.3K shares
$505.35(+41.03%)
2026-06-30
GATX
GATX CORP
3.86%37.0K$6.6M
+0.00%(+0)
2025-Q2: 37.8K shares2025-Q3: 37.0K shares2025-Q4: 37.0K shares2026-Q1: 37.0K shares2026-Q2: 37.0K shares
$57.95(+211.69%)
2026-06-30
NRG
NRG ENERGY INC
3.79%44.0K$6.4M
+0.00%(+0)
2025-Q2: 51.7K shares2025-Q3: 46.0K shares2025-Q4: 44.0K shares2026-Q1: 44.0K shares2026-Q2: 44.0K shares
$24.78(+409.51%)
2026-06-30
BAC
BANK OF AMER CORP
3.32%98.8K$5.6M
+4.78%(+4.51K)
2025-Q2: 101.2K shares2025-Q3: 96.7K shares2025-Q4: 96.7K shares2026-Q1: 94.3K shares2026-Q2: 98.8K shares
$34.68(+87.67%)
2026-06-30
VUG
VANGUARD INDEX FDS
3.27%64.5K$5.6M
+0.01%(+4)
2025-Q2: 49.8K shares2025-Q3: 51.0K shares2025-Q4: 64.2K shares2026-Q1: 64.5K shares2026-Q2: 64.5K shares
$66.20(+34.72%)
2026-06-30
AAPL
APPLE INC
3.03%17.8K$5.1M
+3.19%(+550)
2025-Q2: 16.7K shares2025-Q3: 17.1K shares2025-Q4: 16.9K shares2026-Q1: 17.2K shares2026-Q2: 17.8K shares
$147.21(+107.45%)
2026-06-30
UNP
UNION PAC CORP
2.66%16.6K$4.5M
+0.00%(+0)
2025-Q2: 17.0K shares2025-Q3: 17.0K shares2025-Q4: 16.6K shares2026-Q1: 16.6K shares2026-Q2: 16.6K shares
$115.60(+158.84%)
2026-06-30

About Community Bank of Raymoreโ€™s portfolio

Community Bank of Raymore reports $169.73M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are CAT (10.5%), JPM (10.5%) and O (5.1%). The top 20 holdings account for 70.02% of reported assets. Its disclosed equity book has returned +72.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
CAT โ€” 11.1% ($17.89M)JPM โ€” 11.1% ($17.77M)O โ€” 5.3% ($8.60M)VOO โ€” 4.4% ($7.05M)GATX โ€” 4.1% ($6.56M)NRG โ€” 4.0% ($6.43M)BAC โ€” 3.5% ($5.63M)VUG โ€” 3.5% ($5.56M)AAPL โ€” 3.2% ($5.14M)UNP โ€” 2.8% ($4.52M)Other โ€” 47.0% ($75.62M)
53%in top 10
  • CAT11.1%
  • JPM11.1%
  • O5.3%
  • VOO4.4%
  • GATX4.1%
  • NRG4.0%
  • BAC3.5%
  • VUG3.5%
  • AAPL3.2%
  • UNP2.8%
  • Other47.0%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
23
VOOVANGUARD INDEX FDS+6.1%
BRK.BBERKSHIRE HATHAWAY INC DEL+18.7%
PFEPFIZER INC+33.8%
ADCAGREE RLTY CORP+11.5%
+19 more
Trimmed
4
FFORD MTR CO-12.9%
JPMJPMORGAN CHASE & CO-0.5%
OREALTY INCOME CORP-0.5%
FCXFREEPORT MCMORAN INC-1.7%

Unlock alerts, watchlists & AI chat

Sign up free to track Community Bank of Raymore, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Community Bank of Raymoreโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599923). View Community Bank of Raymoreโ€™s 13F filings on SEC

More 13F analyses

View all