COUNTRY CLUB BANK
CIK: 0000824325SEC EDGAR →
Portfolio Value
$1.7M
Holdings
325
As of
Q3 2025
New Positions
6
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 264,041 | $86K | 5.12% |
| 2 | VANGUARD STAR FDS | 1,111,887 | $81K | 4.82% |
| 3 | ISHARES TR | 114,691 | $76K | 4.53% |
| 4 | MICROSOFT CORP | 89,302 | $46K | 2.72% |
| 5 | ISHARES TR | 454,776 | $42K | 2.51% |
| 6 | WALMART INC | 370,842 | $38K | 2.27% |
| 7 | APPLE INC | 138,079 | $35K | 2.08% |
| 8 | ALPHABET INC | 138,559 | $34K | 2.01% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 63,626 | $32K | 1.88% |
| 10 | VANGUARD SCOTTSDALE FDS | 251,409 | $30K | 1.79% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 157 | $882K | 52.3% |
| Technology | 23 | $192K | 11.4% |
| Unknown | 18 | $119K | 7.1% |
| Industrials | 31 | $93K | 5.5% |
| Healthcare | 24 | $89K | 5.3% |
| Consumer Defensive | 18 | $73K | 4.3% |
| Communication Services | 9 | $72K | 4.3% |
| Consumer Cyclical | 18 | $64K | 3.8% |
| Energy | 13 | $55K | 3.2% |
| Real Estate | 4 | $20K | 1.2% |
| Utilities | 4 | $16K | 1.0% |
| Basic Materials | 6 | $12K | 0.7% |