Community Bank of Raymore

CIK: 0001599923SEC EDGAR →

Portfolio Value

$147.0M

Holdings

74

As of

Q4 2025

New Positions

4

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

JPMORGAN CHASE & CO.

54,356$17.5M
11.91%
2

CATERPILLAR INC

17,435$10.0M
6.79%
3

REALTY INCOME CORP

140,829$7.9M
5.40%
4

NRG ENERGY INC

44,000$7.0M
4.76%
5

GATX CORP

36,998$6.3M
4.27%
6

VANGUARD INDEX FDS

9,661$6.1M
4.12%
7

BANK AMERICA CORP

96,728$5.3M
3.62%
8

VANGUARD INDEX FDS

10,695$5.2M
3.55%
9

APPLE INC

16,873$4.6M
3.12%
10

GREENBRIER COS INC

84,473$3.9M
2.68%

Quarterly Changes

Top Buys

LXPNEW
$1.2M
VUG↑ Increased
$1.1M
DENEW
$219K
IRM↑ Increased
$193K
NEE↑ Increased
$81K

Top Sells

CAT↓ Decreased
$1.5M
LXPUSDCLOSED
$1.1M
KHC↓ Decreased
$854K
O↓ Decreased
$712K
NRA↓ Decreased
$445K

New Positions (2)

$1.2M · 25K shares
$219K · 473 shares

Closed Positions (3)

$1.1M · 124K shares
$203K · 809 shares
$936 · 12K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services12$41.4M28.1%
Industrials10$32.8M22.3%
Real Estate6$14.8M10.0%
Technology8$11.2M7.6%
Unknown6$11.2M7.6%
Healthcare7$6.8M4.6%
Consumer Defensive5$6.4M4.3%
Utilities5$5.8M4.0%
Consumer Cyclical4$5.5M3.7%
Energy5$5.0M3.4%
Basic Materials4$3.3M2.3%
Communication Services2$2.9M2.0%